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  4. The Charles and Peggy Stephenson Family Foundation
EIN 73-6301100

The Charles and Peggy Stephenson Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Tulsa
State
Oklahoma
Year formed
1997
Most recent tax filings
2019-12-01
NTEE code, primary
T20: Private Foundations
Description
The Charles and Peggy Stephenson Family Foundation is a private foundation in Tulsa, OK, which was founded in 1997 and most recently had $11,698,595 in revenue and no employees.
Also known as...
Stephenson Charles C JR Ttee
Total revenues
$11,698,595
2019
Total expenses
$8,063,295
2019
Total assets
$85,337,198
2019
Num. employees
n/a

Grants made by The Charles and Peggy Stephenson Family Foundation

GranteeGrant descriptionAmount
Tulsa Community FoundationGeneral Operations$2,505,250
First Presbyterian ChurchGeneral Operations$2,001,000
Parkside Psychiatric Hospital and ClinicGeneral Operations$1,000,000
...and 39 more grants made totalling $6,915,007

Personnel at The Charles and Peggy Stephenson Family Foundation

NameTitleCompensation
Cindy FieldExecutive Director | Trustee
Julie S. RotmanGrants Manager | Trustee$70,633

Financials for The Charles and Peggy Stephenson Family Foundation

RevenuesFYE 12/2019
Total grants, contributions, etc.$2,939,373
Program services
Investment income and dividends$8,759,210
Tax-exempt bond proceeds
Royalty revenue
Net rental income$0
Net gain from sale of non-inventory assets
Net income from fundraising events
Net income from gaming activities
Net income from sales of inventory
Miscellaneous revenues$0
Total revenues$11,698,595

Form 990s for The Charles and Peggy Stephenson Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2019-122020-09-16990PRView PDF
2018-122020-01-28990PFView PDF
2017-122019-03-15990PFView PDF
2016-122017-12-06990PFView PDF
2015-122017-07-18990PFView PDF
...and 6 more Form 990s

Organizations like The Charles and Peggy Stephenson Family Foundation

OrganizationLocationRevenue
John Pritzker Family FundRedwood City, CA$24,656,569
Fund Ii FoundationAustin, TX$22,215,363
Terry FoundationHouston, TX$18,192,924
Pershing Square Foundation (PSF)New York, NY$21,235,439
Pegler Family FoundationLincoln, NE$5,864,215
Technical Training FoundationNorth Andover, MA$9,309,459
Kohlberg FoundationArmonk, NY$23,614,156
Hoag FoundationLong Beach, CA$4,761,769
Richard and Susan Smith Family FoundationNewton, MA$23,608,530
Frank RimermanPalo Alto, CA$6,369,649
Data update history
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
June 16, 2020
Used new vendors
Identified 2 new vendors, including , and
May 23, 2020
Posted financials
Added Form 990PF for fiscal year 2018
May 15, 2020
Used new vendors
Identified 1 new vendor, including
March 17, 2020
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
5727 S Lewis Suite 310
Tulsa, OK 74105
Metro area
Tulsa, OK
County
Tulsa County, OK
Website URL
stephensonfamilyfoundation.org/ 
Phone
(918) 392-3200
IRS details
EIN
73-6301100
Fiscal year end
December
Taxreturn type
990R
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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