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TULSA, OK

William K Warren Foundation

Quick Facts

EIN
730609599
Location
TULSA, OK
Category
Philanthropy & Grantmaking
Total Assets
$331.4M
Annual Income
$75.9M
IRS Ruling Year
1947
Organization Type
Corporation
Principal Officer
% Ja Pierce
Tax Deductibility
Contributions are deductible

About This Foundation

William K Warren Foundation is a private corporation based in TULSA, OK. The foundation received its IRS ruling in 1947. The principal officer is % Ja Pierce. It holds total assets of $331.4M. Annual income is reported at $75.9M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

View 990 Filings

Financial Overview

Total Giving

$27.7M

2023+8%

Total Assets

$324.9M

2023-0%

Fair Market Value

$490.4M

2023

Net Worth

$320.3M

2023

Grants Paid

$21.3M

2023

Contributions

$249K

2023

Net Investment Income

$22.4M

2023

Distribution Amount

$23M

2023

Total Giving by Year

$23.4M
11
$25.4M
12
$26.5M
13
$23.4M
14
$25.6M
15
$25.1M
19
$20.8M
20
$24M
21
$25.6M
22
$27.7M
23

Asset Growth

$290.9M
11
$280.5M
12
$301.7M
13
$300.5M
14
$300.5M
15
$279.6M
19
$303.6M
20
$318.9M
21
$326.2M
22
$324.9M
23

Investment Portfolio (2023)

Total: $288M

Corporate Stock: $220.7M
Corporate Bonds: $57.7M
Government Obligations: $9.6M
Corporate Stock (77%)
Corporate Bonds (20%)
Government Obligations (3%)

Expense Breakdown (2023)

Grants Paid$21.3M
Officer Compensation$2.2M
Pension & Benefits$829K
Occupancy$137K
Legal Fees$119K
Accounting Fees$45K
Travel & Conferences$23K
Depreciation$9K
Printing & Publications$1K

Revenue Sources (2023)

Other Income
$14.9M
Dividends
$6.3M
Capital Gains (Net)
$5.1M
Contributions
$249K

Financial Details (2023)

Total Revenue
$26.5M
Total Expenses
$27.7M
Exempt Purpose Expenses
$22.1M
Required Distribution
$23M
Undistributed Income
$22.5M
Total Liabilities
$4.6M
Excise Tax
$312K
Tax Due
$2K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

4

Total Giving

$73.9M

Average Grant

$18.5M

Median Grant

$19.2M

Total Giving by Year

$14.2M (1 grants)
20
$17.3M (1 grants)
21
$21.1M (1 grants)
22
$21.3M (1 grants)
23

Grant Range

Min$14.2M
Max$21.3M
Median: $19.2M
Smallest grantLargest grant

Openness to New Grantees (2023)

0%

of 2023 grantees were first-time recipients

Geographic Distribution of Grants

AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
OK: $73.9M (4)
LA
MS
AL
GA
FL
HI
TX
OK$73.9M (4)

Past Grantees

RecipientLocationAmountYear
Statement 30aSEE STATEMENT 30aTulsa, OK$21.3M2023
Statement 30aSEE STATEMENT 30aTulsa, OK$21.1M2022
Statement 28SEE STATEMENT 28aTulsa, OK$17.3M2021
Attachment 21SEE ATTACHMENTTulsa, OK$14.2M2020

990-PF Filings

Tax PeriodReturn TypeView
2023-12990PFView Filing
2022-12990PFView Filing
2021-12990PFView Filing
2020-12990PFView Filing

Filings sourced from IRS e-file index. View all on ProPublica

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