Lloyd K & Peggy L Stephens Foundation
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
Under IRS private-foundation payout rules, Lloyd K & Peggy L Stephens Foundation reported a distributable amount of $145K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sprouts Child Development ($40,000), Union Public Schools ($30,000), Ou College of Public Health ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SPROUTS CHILD DEVELOPMENT TULSA, OK | EDUCATIONAL | $40,000 |
| HELPING HANDS MINISTRY TULSA, OK | EMERGENCY BASIC NEEDS ASSISTANCE | $10,000 |
| OU COLLEGE OF PUBLIC HEALTH OKLAHOMA CITY, OK | HEALTH CARE ADVANCEMENT | $25,000 |
| UNION PUBLIC SCHOOLS TULSA, OK | EDUCATIONAL | $30,000 |
| OKLAHOMA PARTNERSHIP FOR SCHOOL READINES OKLAHOMA CITY, OK | EDUCATIONAL | $10,000 |
| CAMP FIRE GREEN COUNTRY TULSA, OK | EDUCATIONAL | $25,000 |
| TULSA ADVOCATES FOR PROTECTION OF CHILDR TULSA, OK | CHILD ABUSE PREVENTION | $2,000 |
| TULSA ASPCA TULSA, OK | ANIMAL PROTECTION | $2,000 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES TULSA, OK | DOMESTIC VIOLENCE PREVENTION | $25,000 |
| COFFEE BUNKER TULSA, OK | VETERANS PROGRAMS | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHIL DESSAUER | Trustee | — | — |
| JAN CREVELING | Trustee | — | — |
| BOBBIE HENDERSON | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lloyd K & Peggy L Stephens Foundation?
Lloyd K & Peggy L Stephens Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $2.6M in total assets as of 2024.
How large is Lloyd K & Peggy L Stephens Foundation?
As of 2024, Lloyd K & Peggy L Stephens Foundation holds $2.6M in total assets with $119K in annual revenue. It awarded 14 grants totaling $234K in 2024.
Where does Lloyd K & Peggy L Stephens Foundation operate?
Lloyd K & Peggy L Stephens Foundation has awarded grants in Oklahoma, Oregon.
What size grants does Lloyd K & Peggy L Stephens Foundation award?
In 2024, Lloyd K & Peggy L Stephens Foundation awarded 14 grants totaling $234K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Lloyd K & Peggy L Stephens Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lloyd K & Peggy L Stephens Foundation reported a distributable amount of $145K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lloyd K & Peggy L Stephens Foundation's EIN?
Lloyd K & Peggy L Stephens Foundation's EIN (Employer Identification Number) is 73-1604702. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lloyd K & Peggy L Stephens Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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