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Nonprofit · EIN 73-1520309

WILLIAM S & ANN ATHERTON FOUNDATION

Tax-exempt · TULSA, OK 74104

Financials

$2.2M$4M2023$1.6M$2M2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM S & ANN ATHERTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,603,869$1,986,382-$382,513$15,401,368$121$15,401,247
December 31, 2023990-PF$2,178,382$3,987,407-$1,809,025$15,758,477$109$15,758,368
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,290,223
Net gain from sales of assets
$308,833
Other income
$4,813

Expenses

Grants and similar amounts paid
$1,265,000
Compensation of officers, directors and key employees
$341,660
Salaries, compensation and benefits (total)
$93,750
Disbursements for charitable purposes
$1,548,220
Excise tax on investment income
$16,210

Balance sheet and other

Total assets, start of year
$15,758,477
Total assets, end of year
$15,401,368
Total liabilities, end of year
$121
Net assets, end of year
$15,401,247
Fair market value of assets
$44,434,693
Qualifying distributions
$1,548,220
Net investment income
$1,603,869

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JESSICA ANN FAUBERT
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
PRESIDENT40$195,660
J THOMAS ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
TREASURER10$154,000
WILLIAM S ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
CHAIRMAN1$4,000
D ANN ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
DIRECTOR1$4,000
M DIRK ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
DIRECTOR1$4,000
PRESTON B SMITH
8118 EAST 63RD STREET, TULSA, OK 741331901
SECRETARY1$4,000
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JESSICA ANN FAUBERT
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
PRESIDENT40$252,861
J THOMAS ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
TREASURER10$200,000
WILLIAM S ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
CHAIRMAN1$0
D ANN ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
DIRECTOR1$0
M DIRK ATHERTON
1924 SOUTH UTICA SUITE 1018, TULSA, OK 74104
DIRECTOR1$0
PRESTON B SMITH
8118 EAST 63RD STREET, TULSA, OK 741331901
SECRETARY1$0

Address and contacts

Address (IRS master file)
1924 S UTICA AVE STE 1018, TULSA, OK 74104-6522
Signed the 990-PF
JESSICA FAUBERT, PRESIDENT
Phone
(918) 749-3953
Return prepared by
PRESTON SMITH PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
73-1520309
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$15,401,368
Income (IRS master file)
$2,044,345

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,603,869$1,986,382$15,401,368IRS
990-PFDecember 2023$2,178,382$3,987,407$15,758,477XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1520309).

Questions about WILLIAM S & ANN ATHERTON FOUNDATION

What is the EIN of WILLIAM S & ANN ATHERTON FOUNDATION?
The employer identification number (EIN) of WILLIAM S & ANN ATHERTON FOUNDATION is 73-1520309.
Is WILLIAM S & ANN ATHERTON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to WILLIAM S & ANN ATHERTON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM S & ANN ATHERTON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM S & ANN ATHERTON FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM S & ANN ATHERTON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WILLIAM S & ANN ATHERTON FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $195,660 (JESSICA ANN FAUBERT, PRESIDENT).
How much revenue does WILLIAM S & ANN ATHERTON FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,603,869, expenses of $1,986,382 and total assets of $15,401,368 at year end.

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