Funder DirectoryTHE CHARLES & PEGGY STEPHENSON FAMILY
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Private foundation (trust)EIN 736301100Est. 1997-08

THE CHARLES & PEGGY STEPHENSON FAMILY

TULSA, OK 74136

Total Assets

$264.3M

FY 2024

Annual Giving

$9.8M

FY 2024

Grants Made

44

FY 2024

Avg Grant

$223K

FY 2024

Grant Range

$500–$9.0M

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.9M

Total Expenses

$10.4M

Qualifying Distributions

$10.0M

Distributable Amount

$9.3M

Min. Investment Return

$9.3M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

44 grants

Grant sizes from minimum $500 through median $10K to maximum $9.0M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $9.8M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

149 grants

OU FOUNDATION
$10.0M
3 grants
GILCREASE MUSEUM
$2.1M
4 grants
FAMILY & CHILDREN'S SERVICES
$603K
4 grants
TULSA CHILDRENS MUESUEM
$375K
2 grants
FAB LAB TULSA
$250K
2 grants
INDIAN NATIONS COUNCIL BSA
$111K
4 grants
GRAND TETON NATIONAL PARK FOUNDATION
$110K
3 grants
BOZEMAN HEALTH FOUNDATION
$100K
1 grant

Grant Size Distribution

149 grants

<$10K
94
grants
$10–50K
42
grants
$50–250K
9
grants
$250K–1M
2
grants
$1–5M
1
grants
$5M+
1
grants

Geographic Focus

9 states

Oklahoma
$14.8M
97% of total
Wyoming
$163K
1% of total
Montana
$145K
1% of total
Utah
$40K
0% of total
Massachusetts
$30K
0% of total
California
$20K
0% of total
Kansas
$10K
0% of total
Texas
$10K
0% of total
Washington
$2K
0% of total

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