Lloyd K & Peggy L Stephens Foundation

TULSA, OK EIN: 73-1604702

Lloyd K & Peggy L Stephens Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 14 grants totaling $234K. Net investment income was $119K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

-6.3% YoY

Annual Giving

$234K

-44.4% YoY

Grant Count

14

+27.3% YoY

Avg Grant Size

$17K

-56.3% YoY

About Lloyd K & Peggy L Stephens Foundation

Based on IRS filings

Lloyd K & Peggy L Stephens Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 14 grants totaling $234K. Net investment income was $119K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

NormanOklahoma CityPortlandStillwaterTulsa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$123K$247K$370K$493K20202021202220232024
Metric202420232022
Total Assets$2,551,388$2,721,606$2,915,157
Revenue$118,967$4,473$-195,352
Expenses$263,862$448,501$177,427
Qualifying Distributions$234,000$420,853$143,020
Net Investment Income$118,967$72,681$61,666
Distributable Amount$145,477$147,216$158,895

Giving Over Time

Total grant dollars and number of grants per year

$0$105K$210K$316K$421K6 grants20209 grants20215 grants202211 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SPROUTS CHILD DEVELOPMENT$40KUNION PUBLIC SCHOOLS$30KOU COLLEGE OF PUBLIC HEA…$25KCAMP FIRE GREEN COUNTRY$25KDOMESTIC VIOLENCE INTERV…$25KCOFFEE BUNKER$20KGAINING GROUND$15KHELPING HANDS MINISTRY$10KOKLAHOMA PARTNERSHIP FOR…$10KHARMONY PROJECT$10K

Grant Size Distribution

45 grants across all recorded years

39<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PHIL DESSAUERTrustee
JAN CREVELINGTrustee
BOBBIE HENDERSONTrustee

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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