The Charles & Peggy Stephenson Family
The Charles & Peggy Stephenson Family is a private foundation based in Tulsa, Oklahoma. Its 2024 filing reports grants to charitable organizations, with most grant dollars going to recipients in Oklahoma.
Key facts about The Charles & Peggy Stephenson Family
In short: The Charles & Peggy Stephenson Family gave $9.8M across 44 grants in 2024 (avg $223K), mostly in Oklahoma. 23% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 73-6301100
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $9,818,934
- Grants made (2024)
- 44
- Average grant
- $223,158
- Median grant
- $10,000
- New grantees (estimate)
- 23% first-time grantees (10 of 44, 2024)
- Total assets
- $23,045,917
- Primary geography
- Oklahoma (98% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23.0M
+4.5% YoY
Annual Giving
$9.8M
+276.2% YoY
Grant Count
44
+4.8% YoY
Avg Grant Size
$223K
+259.1% YoY
Under IRS private-foundation payout rules, The Charles & Peggy Stephenson Family reported a distributable amount of $9.3M for 2024 — the minimum it must pay out in qualifying distributions.
Is The Charles & Peggy Stephenson Family open to new grantees?
23%
first-time grantees, 2024
In 2024, 10 of 44 grantees (23%) were first-time recipients. First grants averaged $10K; repeat grants $286K. How we count
Medians: $10K first-time, $10K repeat.
- 68% of 2024 grantees were also funded in 2023. Method
- Giving grew 396% from 2021 to 2024. Method
- In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for organizations working in health, human services, arts and culture, history, education, and conservation. These examples describe grantees’ work, not a stated mission of the foundation: Family & Children’s Services says it promotes the well-being and behavioral health of adults, children, and families; Philbrook Museum of Art says it works to build a creative, connected community through art and gardens; and Grand Teton National Park Foundation says it partners with the park to steward, protect, and enhance it.
Grantmaking
In filing year 2024, the foundation reported 44 grants totaling $9,818,934. Grant amounts ranged from $500 to $9,009,180, with a median of $10,000. The largest grant was $9,009,180 to OU Foundation for general operations. Other notable grants included $100,000 to Grand Teton National Park Foundation, $57,975 to American Cancer Society, $50,000 to Salvation Army, $48,260 to Family & Children’s Services, and $45,000 to Global Gardens. The listed grants were for general operations.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Charles & Peggy Stephenson Family?
Geographic Focus
Where this funder awards grants
In 2024, 98% of grant dollars went to recipients in Oklahoma and 1% went to recipients in Wyoming. The filing reports 0% each for Montana, Massachusetts, and Utah.
Grant Distribution by State
Share of 2024 grant dollars across all 44 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $694K (2022) to $9.8M (2024). In 2024 it made 44 grants totaling $9.8M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ou Foundation ($9.0M). Together the top 10 received $9.4M.
Grant Size Distribution
188 grants across all recorded years
The most common grant size was under $50K: 168 grants of 188 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ou Foundation Norman, OK | General Operations | $9,009,180 |
| Grand Teton National Park Foundation Jackson, WY | General Operations | $100,000 |
| American Cancer Society Tulsa, OK | General Operations | $57,975 |
| Salvation Army Tulsa, OK | General Operations | $50,000 |
| Family & Children's Services Tulsa, OK | General Operations | $48,260 |
| Global Gardens Tulsa, OK | General Operations | $45,000 |
| Tulsa Historical Society Tulsa, OK | General Operations | $41,500 |
| Indian Nations Council BSA Tulsa, OK | General Operations | $36,250 |
| Philbrook Museum of Art Tulsa, OK | General Operations | $31,034 |
| Dean McGee Eye Institute Oklahoma City, OK | General Operations | $25,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total | Grant count |
|---|---|---|---|---|---|
| 2024 | $23,045,917 | $1,891,661 | $10,430,857 | $9,818,934 | 44 |
| 2023 | $22,062,835 | $2,358,537 | $3,141,905 | $2,610,168 | 42 |
| 2022 | $22,419,423 | $574,517 | $1,050,695 | $694,385 | 32 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,045,917 | $22,062,835 | $22,419,423 |
| Revenue | $1,891,661 | $2,358,537 | $574,517 |
| Expenses | $10,430,857 | $3,141,905 | $1,050,695 |
| Qualifying Distributions | $10,046,644 | $2,828,653 | $878,918 |
| Net Investment Income | $1,276,915 | $1,956,968 | $432,097 |
| Distributable Amount | $9,319,456 | $4,599,249 | $4,568,884 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Charles C. Stephenson Jr. and Peggy C. Stephenson as trustees. The foundation’s website also lists Cindy Stephenson as executive director and trustee; Julie S. Rotman as managing director and trustee; and Corry Stephenson and Andrew Field as trustees.
The Charles & Peggy Stephenson Family's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charles C. Stephenson Jr.
Trustee
On filings since 2020
No compensation reported
Peggy C. Stephenson
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 6120 S Yale Avenue 930, Tulsa, OK 74136
Phone: (918) 392-3200
Website: https://stephensonfamilyfoundation.org
Frequently asked questions about The Charles & Peggy Stephenson Family
How much does The Charles & Peggy Stephenson Family give each year?
The Charles & Peggy Stephenson Family gave $9.8M across 44 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.6M across 42 grants.
What is The Charles & Peggy Stephenson Family's typical grant size?
The Charles & Peggy Stephenson Family's median grant in 2024 was $10,000, and its average grant was $223,158, across 44 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Charles & Peggy Stephenson Family that year got $10K on average.
Where does The Charles & Peggy Stephenson Family give grants?
The Charles & Peggy Stephenson Family gives mostly in Oklahoma: 98% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tulsa, OK (29 grants), Oklahoma City, OK (3 grants), Jackson, WY (2 grants) and Broken Arrow, OK (2 grants).
Does The Charles & Peggy Stephenson Family give general operating support?
Yes: 89% of The Charles & Peggy Stephenson Family's 2024 grants with a stated purpose (39 of 44) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Charles & Peggy Stephenson Family's largest grantees?
The Charles & Peggy Stephenson Family's largest 2024 grantees include Ou Foundation ($9,009,180), Grand Teton National Park Foundation ($100,000) and American Cancer Society ($57,975), according to its 2024 IRS Form 990-PF. Together they received 93% of its itemized 2024 grant dollars.
How large is The Charles & Peggy Stephenson Family?
The Charles & Peggy Stephenson Family reported $23.0M in total assets on its 2024 IRS Form 990-PF. It paid out $10.0M in qualifying distributions that year, against a required minimum of $9.3M (roughly 5% of its investment assets).
What does The Charles & Peggy Stephenson Family fund?
No mission statement for the foundation is provided. Its 2024 grants include support for organizations working in health, human services, arts and culture, history, education, and conservation. See mission & focus areas ↑
How do I apply for a grant from The Charles & Peggy Stephenson Family?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Charles & Peggy Stephenson Family's EIN?
The Charles & Peggy Stephenson Family's EIN (Employer Identification Number) is 73-6301100. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Charles & Peggy Stephenson Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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