Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Lobeck-Taylor Foundation is a private corporation based in TULSA, OK. The foundation received its IRS ruling in 1998. The principal officer is Elizabeth Frame Ellison. It holds total assets of $38.2M. Annual income is reported at $10.6M. Total assets have grown from $21M in 2011 to $38.2M in 2024. The foundation is governed by 5 officers and trustees. Tax records are available from 2015 to 2024. Grantmaking is concentrated in Oklahoma. According to available records, Lobeck-Taylor Foundation has made 181 grants totaling $5.8M, with a median grant of $10K. Annual giving has decreased from $2.4M in 2020 to $1.7M in 2022. Individual grants have ranged from $154 to $470K, with an average award of $32K. The foundation has supported 84 unique organizations. The foundation primarily supports organizations in Oklahoma, Massachusetts, New York, which account for 88% of all grants. Grantmaking reaches organizations across 16 states. Contributions to this foundation are tax-deductible.
The Lobeck-Taylor Family Foundation operates through a distinctive dual structure that every prospective applicant must understand. The foundation (EIN 73-1519836) is a private non-operating grant-making entity whose primary internal 'grantee' is the Lobeck Taylor Operating Foundation (LTOF), a commonly-controlled 501(c)(3) that directly runs Kitchen 66, Mother Road Market, and the Shops at Mother Road Market along Tulsa's Route 66 corridor. Of 181 recorded grants totaling $5.78 million, 38 inter-entity transfers to LTOF account for $3.5 million — roughly 60% of all grant dollars — making external grantmaking considerably smaller than the foundation's $38.2 million asset base implies.
The foundation's theory of change centers on "decreasing barriers for Tulsans with big ideas," a phrase embedded throughout all programming. Rather than functioning as a traditional competitive grant-maker, LTFF operates as an ecosystem architect: building physical and financial infrastructure for Tulsa entrepreneurs while supplementing that infrastructure with selective grants to aligned community organizations. This philosophy was co-founded by Bill Lobeck (former auto rental executive) and Kathy Taylor (Tulsa's mayor 2006–2009), and is now stewarded by Executive Director Elizabeth Frame Ellison, who has deepened the foundation's explicit equity focus — particularly around BIPOC entrepreneurship — intensifying after the 2021 centennial of the 1921 Tulsa Race Massacre.
Board members — Kathy Taylor, William E. Lobeck Jr., Margaret Lobeck Pellegrini, and Tom Kennedy — all serve without compensation, signaling a values-driven family institution rather than a staffed grant-maker with formal open cycles. External grants are awarded through existing relationships rather than competitive RFPs. No formal application portal, published deadlines, or application instructions were found in web research.
Favored organization types include: Tulsa-based nonprofits in economic development, workforce training, arts, higher education, and social services — especially those with an explicit entrepreneurship or economic mobility lens. The foundation co-founded 36 Degrees North with the George Kaiser Family Foundation ($350,142 in grants), demonstrating comfort with co-investment alongside major regional anchor funders. All external grants recorded across multiple 990 filings were for general operating support, not project-specific funding — signaling that LTFF values organizational capacity and long-term relationships over program grants.
Lobeck-Taylor Foundation's annual giving has fluctuated significantly over the past decade, tracking investment portfolio performance and a strategic pivot toward operating programs. Total giving peaked at $3.64 million (FY2020, net investment income: $5.69M) and contracted to $2.09 million (FY2023, net investment income: $1.29M). Grants paid specifically — money reaching external entities — fell sharply: $2.4M (FY2020) → $1.74M (FY2021) → $826K (FY2022) → $137K (FY2023). This decline reflects reallocation into LTOF operating programs rather than reduced charitable activity — total giving remained around $2M.
Across the 181 individual grants recorded in the database (total: $5.78M), size distribution is highly skewed: median $6,867, average $28,493, range $154–$469,524. Excluding 38 LTOF inter-entity transfers ($3.5M), external grants to independent organizations total approximately $2.28M across 143 transactions.
The largest external relationships by cumulative value: - OU Foundation (higher education): $438,534 over 3 grants (avg. $146,178) - 36 Degrees North (entrepreneurship hub): $350,142 over 4 grants (avg. $87,536) - Tulsa Area United Way (human services): $180,000 over 3 grants (avg. $60,000) - Oklahoma Hospitality (food industry workforce): $137,427 (1 grant) - Growing Together (food access/agriculture): $132,178 over 3 grants (avg. $44,059) - Boston College (education, likely board connection): $100,000 over 4 grants (avg. $25,000)
For the majority of grantees, individual awards cluster between $5,000 and $20,000. Twenty-two of the top 50 grantees received $10,000 or less per individual grant, confirming that the modal award to community organizations is a modest general operating contribution. Multi-year relationships are the norm: University of Tulsa, OCCJ, Tulsa SCORE Chapter, Alzheimer's Association, and Tulsa Children's Museum each received 3–4 separate awards over the tracking period.
Geographically, 154 of 181 grants (85%) went to Oklahoma organizations. The five Massachusetts grants (all Boston College) and Virginia recipients appear linked to board or family affiliations. Assets have held steady between $37M–$43M (FY2019–FY2024), providing a stable endowment base despite annual giving variability.
The five peer foundations identified by asset similarity all hold approximately $38M in assets, providing a useful benchmark for Lobeck-Taylor's scale and grantmaking approach.
| Foundation | State | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|---|
| Lobeck-Taylor Foundation | OK | $38.2M | $2.1M (FY2023) | Entrepreneurship / Community Dev. | Relationship-based |
| W D Kelley Foundation | TX | $38.1M | Not publicly reported | Philanthropy & Grantmaking | Not publicly known |
| E Claiborne Robins Jr Trust | VA | $38.2M | Not publicly reported | Philanthropy & Grantmaking | Invitation only |
| Intel Foundation | OR | $38.1M | Not publicly reported | STEM / Education (corporate) | Employee & partner programs |
| Gordon Hartman Foundation | TX | $38.2M | Not publicly reported | Disability Inclusion / Recreation | By invitation |
Lobeck-Taylor stands out among its asset-class peers in three meaningful ways. First, its geographic concentration is unusually narrow — effectively Tulsa-only external grants — making it one of the most place-based foundations at this asset tier. Second, its hybrid operating/grantmaking structure (60% of grant dollars flow to its own LTOF programs) means external grants represent a smaller share of giving than the endowment implies. Third, its explicit racial equity mandate under Elizabeth Frame Ellison's leadership distinguishes it from more traditional philanthropic peers. The Intel Foundation, despite similar assets, is a corporate vehicle largely inaccessible to independent nonprofits; the Gordon Hartman Foundation operates in a narrowly defined disability-inclusion space. Among true independent family foundations of this size, Lobeck-Taylor's external grantmaking budget is modest — averaging $1–2M annually in recent years — but highly strategic and relationship-concentrated.
The Lobeck-Taylor Foundation's most newsworthy recent activities center on its operating programs rather than external grantmaking announcements.
Kitchen 66 10th Anniversary (2024): The food entrepreneurship program celebrated a decade of service having supported over 250 food entrepreneurs from 35+ countries, with approximately 70% of participants being women. The program received a national spotlight on The Today Show (Al Roker, Sheinelle Jones, Dylan Dreyer), significantly raising the foundation's profile beyond Tulsa. Kitchen 66 also launched Cocina 66, a Spanish-language culinary cohort specifically for Spanish-speaking entrepreneurs — a direct expression of the foundation's BIPOC equity strategy.
Mother Road Market National Recognition (2024): USA TODAY 10BEST Readers' Choice Awards named Mother Road Market the Best Food Hall in the US for the second consecutive year, and The Takeout ranked it #1 nationally. This recognition marks the foundation's Route 66 placemaking initiative as a confirmed national model.
New Vendor Openings (2024–2025): SoBahn 82 (permanent Korean American restaurant, 2025), Nicky's Smokehouse (BBQ), and Afrikan Delights (West African cuisine) opened at Mother Road Market, reflecting deliberate cultural diversification of the vendor portfolio. The Curious Bison opened in Shops at Mother Road Market in February 2024.
Leadership: No leadership changes were identified in available 2025–2026 reporting. Elizabeth Frame Ellison continues as Executive Director; the founding family board (Kathy Taylor, William E. Lobeck Jr., Margaret Lobeck Pellegrini, Tom Kennedy) remains unchanged. The foundation's public funder profile was updated as recently as March 4, 2026.
The most critical insight for any prospective applicant: the Lobeck-Taylor Foundation does not operate a public, open grant program. No application portal, RFP calendar, or formal submission process exists in publicly available sources. Grantmaking operates through direct community relationships cultivated over 25 years in Tulsa.
Confirm geographic fit before anything else. If your organization does not primarily serve Tulsa or the greater Tulsa metro, do not apply. The historical record is unambiguous: 85% of external grants go to Oklahoma organizations, and nearly all Oklahoma grants are Tulsa-specific. The rare out-of-state exceptions (Boston College, Project for Public Spaces NYC) reflect board relationships, not open strategy.
Use the foundation's framing. Proposals must use the language of "decreasing barriers" for Tulsa residents — specifically entrepreneurs, BIPOC community members, and economically underserved populations. Generic community development language will not resonate. Be specific about how your work enables economic mobility, business formation, or wealth creation.
Lead with equity data. Executive Director Elizabeth Frame Ellison has explicitly stated that BIPOC entrepreneurship is a priority. Quantify the percentage of participants from communities of color, low-income households, or historically underserved populations. Tie outcomes to economic autonomy metrics: businesses launched, jobs created, income gains.
Build the relationship before requesting funding. Attend events at 36 Degrees North (1 N Boston Ave, Tulsa), Mother Road Market, and Tulsa Area United Way. Connect with Elizabeth Frame Ellison on LinkedIn. Request an introductory meeting — not a grant. A warm introduction from existing grantees (United Way, OCCJ, Growing Together, University of Tulsa) substantially increases your access.
Initial contact: Email communications@lobecktaylor.org with a 2–3 paragraph organizational summary and a request for a 30-minute introductory conversation. Do not attach a full proposal to cold outreach. Follow up by phone (918-585-3035) within two weeks.
Budget for a modest first award. New external organizations typically receive $5,000–$15,000 in initial grants. Larger awards ($60K–$438K) reflect multi-year established relationships. Request general operating support only — every external grant on record is for general operations, and project-restricted proposals run counter to documented grantmaking practice.
Create a free Granted account to download this report — includes application checklist, full financial data, and all grantees.
Already have an account? Sign in to download.
Smallest Grant
$154
Median Grant
$7K
Average Grant
$28K
Largest Grant
$470K
Based on 61 grants from the most recent 990-PF filing.
Kiva was formed to support and launch local small businesses and to help a thriving entrepreneurial ecosystem in the tulsa area.
Expenses: $38K
Rt66-mf llc was established to fund 25% of the kendall whittier multifamily housing project alongside equal contributor george kaiser family foundation and 50% of contributor capital homes, llc. This program related investment which shall serve the purposes of improving housing quality and safety in the area immediately surrounding 11th street and promoting equitable growth in the neighborhoods surrounding the business improvements along the 11th street corridor.
Expenses: N/A
Lobeck-Taylor Foundation's annual giving has fluctuated significantly over the past decade, tracking investment portfolio performance and a strategic pivot toward operating programs. Total giving peaked at $3.64 million (FY2020, net investment income: $5.69M) and contracted to $2.09 million (FY2023, net investment income: $1.29M). Grants paid specifically — money reaching external entities — fell sharply: $2.4M (FY2020) → $1.74M (FY2021) → $826K (FY2022) → $137K (FY2023). This decline reflects r.
Lobeck-Taylor Foundation has distributed a total of $5.8M across 181 grants. The median grant size is $10K, with an average of $32K. Individual grants have ranged from $154 to $470K.
The Lobeck-Taylor Family Foundation operates through a distinctive dual structure that every prospective applicant must understand. The foundation (EIN 73-1519836) is a private non-operating grant-making entity whose primary internal 'grantee' is the Lobeck Taylor Operating Foundation (LTOF), a commonly-controlled 501(c)(3) that directly runs Kitchen 66, Mother Road Market, and the Shops at Mother Road Market along Tulsa's Route 66 corridor. Of 181 recorded grants totaling $5.78 million, 38 inte.
Lobeck-Taylor Foundation is headquartered in TULSA, OK. While based in OK, the foundation distributes grants to organizations across 16 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Brian Paschal | EXECUTIVE DIRECTOR | $195K | $0 | $195K |
| William E Lobeck Jr | DIRECTOR | $0 | $0 | N/A |
| Tom Kennedy | DIRECTOR | $0 | $0 | N/A |
| Margaret Lobeck Pellegrini | DIRECTOR | $0 | $0 | N/A |
| Kathy Taylor | DIRECTOR | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$38.2M
Fair Market Value
N/A
Net Worth
$33M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
181
Total Giving
$5.8M
Average Grant
$32K
Median Grant
$10K
Unique Recipients
84
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ou FoundationGENERAL OPERATIONS | Norman, OK | $146K | 2022 |
| Lobeck Taylor Operating FoundationTHE LOBECK TAYLOR OPERATING FOUNDATION, (LTOF), 1124 S. LEWIS AVE, TULSA, OK 74106, IS A COMMONLY CONTROLLED OPERATING FOUNDATION. THE $125,000 GRANT WAS MADE ON 02/07/2022 FOR CHARITABLE PROGRAM SUPPORT. EXPENDITURE RESPONSIBIILITY IS ENSURED VIA SUBMITTED FULL AND COMPLETE EXPENDITURE REPORTS ENDING 12/31/22. THE REPORT REFLECTED THAT THE GRANT WAS PROPERLY USED ACCORDING TO ITS CHARITABLE PURPOSE. TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTI | Tulsa, OK | $125K | 2022 |
| 36 Degrees North CoGENERAL OPERATIONS | Tulsa, OK | $75K | 2022 |
| Tulsa Area United WayGENERAL OPERATIONS | Tulsa, OK | $65K | 2022 |
| Boston CollegeGENERAL OPERATIONS | Chesnut Hill, MA | $25K | 2022 |
| 501technetGENERAL OPERATIONS | Tulsa, OK | $20K | 2022 |
| Growing TogetherGENERAL OPERATIONS | Tulsa, OK | $15K | 2022 |
| Tulsa Community FoundationGENERAL OPERATIONS | Tulsa, OK | $14K | 2022 |
| Write On FundraisingGENERAL OPERATIONS | Tulsa, OK | $11K | 2022 |
| The Philbrook MuseumGENERAL OPERATIONS | Tulsa, OK | $10K | 2022 |
| Oklahoma Center For Community Justice (Occj)GENERAL OPERATIONS | Tulsa, OK | $10K | 2022 |
| Creative OklahomaGENERAL OPERATIONS | Okc, OK | $10K | 2022 |
| Usea FoundationGENERAL OPERATIONS | Tulsa, VA | $10K | 2022 |
| Alzheimer'S AssociationGENERAL OPERATIONS | Tulsa, OK | $8K | 2022 |
| Trinity Episcopal ChurchGENERAL OPERATIONS | Tulsa, OK | $6K | 2022 |
| I2eGENERAL OPERATIONS | Oklahoma City, OK | $5K | 2022 |
| Mental Health Association OklahomaGENERAL OPERATIONS | Tulsa, OK | $5K | 2022 |
| Kendall Whittier Main StreetGENERAL OPERATIONS | Tulsa, OK | $5K | 2022 |
| The University Of TulsaGENERAL OPERATIONS | Tulsa, OK | $4K | 2022 |
| The Met Cares FoundationGENERAL OPERATIONS | Tulsa, OK | $4K | 2022 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK