EIN 73-1520309

William S and Ann Atherton Foundation

IRS 501(c) type
501(c)(3)
Num. employees
2
City
Year formed
1998
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The William S and Ann Atherton Foundation is a private foundation that is located in Tulsa, OK. The purpose of the foundation is to use investment income to fund charitable gifts. Last year, the foundation made 42 grants. Some of the grantees include Mayo Clinic.
Total revenues
$7,559,533
2022
Total expenses
$2,493,974
2022
Total assets
$17,549,318
2022
Num. employees
2
2022

Program areas at William S and Ann Atherton Foundation

The William S. and Ann Atherton Foundation is a private, non-operating Foundation. It accomplishes its charitable purpose solely through a program of making charitable gifts and grants and does not conduct any direct charitable activities or make program-related investments. The Foundation manager spends an average of 60% of her time administering investments and 40% answering correspondence, and investigating institutions that require funding. Therefore, 40% of related expenses have been allocated to grant-making activities.
Investment income used to fund charitable gifts
Investment income used to fund charitable gifts

Grants made by William S and Ann Atherton Foundation

GranteeGrant descriptionAmount
Mayo ClinicGeneral Fund$400,000
Hillsdale CollegeBuilding Fund$300,000
Folds of Honor FoundationBuild A Memorial$250,000
...and 28 more grants made totalling $1,379,500

Personnel at William S and Ann Atherton Foundation

NameTitleCompensation
Jessica FaubertPresident$200,000

Financials for William S and Ann Atherton Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$3,376,751
Investment income and dividends$1,730,434
Net rental income$0
Net gain from sale of non-inventory assets$2,452,348
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$7,559,533

Form 990s for William S and Ann Atherton Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-14990PFView PDF
2018-122020-06-10990PRView PDF
...and 9 more Form 990s

Organizations like William S and Ann Atherton Foundation

OrganizationLocationRevenue
W D Kelley FoundationGeorgetown, TX$33,113,164
Heckscher Foundation for ChildrenNew York, NY$9,664,353
Rice Family FoundationSan Diego, CA$2,871,295
Bedtime Math FoundationSummit, NJ$2,617,233
Blanchard Arthur F TR AgreePittsburgh, PA$3,438,518
Thomas J Watson Foundation XXXXX0006Chicago, IL$12,753,173
Danville Regional Foundation (DRF)Danville, VA$26,099,177
Amy Heryford Ousley and James Heryford OusleyDallas, TX$2,304,654
MRS Giles Whiting FoundationNew York, NY$3,650,322
The Morehead-Cain FoundationChapel Hill, NC$9,499,160
Data update history
December 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 3, 2023
Updated personnel
Identified 2 new personnel
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
1924 S Utica Ave Ste 1018
Tulsa, OK 74104
Metro area
Tulsa, OK
County
Tulsa County, OK
Phone
(918) 749-3953
IRS details
EIN
73-1520309
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when William S and Ann Atherton Foundation has new information, or want to find more organizations like William S and Ann Atherton Foundation?

Create free Cause IQ account