The Charles And Peggy Stephenson Family Foundation
- Assets
- $0.0
- Revenue
- $15.0m
- Investments
- $22.3m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 08/1997
- Data as of
- 12/2020
- EIN
- 73-6301100
Organization Overview
The Charles And Peggy Stephenson Family Foundation is located in Tulsa, OK. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles And Peggy Stephenson Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Charles And Peggy Stephenson Family Foundation generated $15.0m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 18.0% each year . All expenses for the organization totaled $3.8m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Charles And Peggy Stephenson Family Foundation has awarded 359 individual grants totaling $52,494,935. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julie S Rotman Manager | 40 | $90,998 | |
Cynthia A Field Manager | 40 | $80,000 | |
Peggy C Stephenson Trustee | 0 | $0 | |
Charles C Stephenson Jr Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $10,779,520 |
| Interest on Savings | $69 |
| Dividends & Interest | $7,128,294 |
| Profit on Inventory Sales | $0 |
| Other Income | $75,613 |
| Total Revenue | $14,958,976 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $171,091 |
| Pension plans, employee benefits | $45,267 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $1,663,425 |
| Contributions, gifts, grants paid | $2,094,873 |
| Total expenses and disbursements | $3,758,298 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,592,551 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $0 |
| Mortgages and other notes payable | $2,487,543 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Charles And Peggy Stephenson Family Foundation has awarded $1,978,899 in support to 39 organizations.
| Grant Recipient | Amount |
|---|---|
Norman, OK PURPOSE: STEPHENSON CANCER RESEARCH CENTER | $1,000,400 |
FAMILY & CHILDREN'S SERVICES PURPOSE: GENERAL OPERATIONS | $270,000 |
TULSA CHILDRENS MUESUEM PURPOSE: GENERAL OPERATIONS | $125,000 |
Tulsa, OK PURPOSE: GENERAL OPERATIONS | $125,000 |
BOZEMAN HEALTH FOUNDATION PURPOSE: BEHAVIORAL HEALTH | $100,000 |
SALVATION ARMY PURPOSE: GENERAL OPERATIONS | $35,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Penner Family Foundation Bentonville, AR | $146,107,822 | $15,983,833 |
Meridian Institute Dillon, CO | $18,119,345 | $21,383,160 |
Gill Foundation Denver, CO | $227,109,663 | $12,646,667 |
Scharbauer Foundation Inc Midland, TX | $271,051,602 | $69,061,413 |
Wildcat Foundation Fort Worth, TX | $836,895 | $18,132,970 |
A Earl & Frances E Ziegler Foundation Norman, OK | $1,886,858 | $25,634,422 |
Eugene Mcdermott Foundation Dallas, TX | $220,528,387 | $97,884,779 |
Henderson-Wessendorff Foundation Richmond, TX | $228,160,288 | $17,605,762 |
Bayer Fund St Louis, MO | $65,640,119 | $9,167,249 |
Walter E Heller Foundation Dallas, TX | $0 | $637,126 |
Carl & Marilynn Thoma Foundation Dallas, TX | $0 | $929,287 |
Beloved In Christ Foundation Austin, TX | $172,986,617 | $3,113,726 |