The Charles & Peggy Stephenson Family
The Charles & Peggy Stephenson Family Foundation is a private family foundation established in 1997 and based in Tulsa, Oklahoma. The foundation operates as a 501(c)(3) grantmaking organization dedicated to philanthropic giving across multiple focus areas.
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.
Mission & Focus Areas
The foundation does not maintain a publicly stated mission statement. However, based on recent grantmaking activity, the foundation supports:
- Environmental conservation and education
- Community and school gardens
- Animal rescue and welfare
- Youth development and leadership
- Scouting organizations
- General operations of nonprofit organizations
Grantmaking
Annual giving increased significantly in 2024, rising 276.2% year-over-year from 2023. The foundation distributed $10,046,644 in qualifying distributions in 2024, compared to $2,828,653 in 2023.
Grant Range
$223,000
Average Grant
$223,000
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024
- Total assets: $23,045,917
- Total revenue: $1,891,661
- Total expenses: $10,430,857
- Total liabilities: $3,530,000
- Net investment income: $1,276,915
- Distributable amount: $9,319,456
Multi-Year Comparison
| Year | Total Assets | Revenue | Expenses | Qualifying Distributions |
|---|---|---|---|---|
| 2024 | $23,045,917 | $1,891,661 | $10,430,857 | $10,046,644 |
| 2023 | $22,062,835 | $2,358,537 | $3,141,905 | $2,828,653 |
| 2022 | $22,419,423 | $574,517 | $1,050,695 | $878,918 |
| 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 |
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
188 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ou Foundation ($9,009,180), Grand Teton National Park Foundation ($100,000), American Cancer Society ($57,975).
| Recipient | Purpose | Amount |
|---|---|---|
| 501 TECH NET TULSA, OK | GENERAL OPERATIONS | $10,000 |
| A NEW LEAF BROKEN ARROW, OK | WORKFORCE DEVELOPMENT PLAN | $10,000 |
| AMERICAN CANCER SOCIETY TULSA, OK | GENERAL OPERATIONS | $57,975 |
| BOSTON UNIVERSITY BOSTON, MA | BOYS SOCCER PROGRAM | $10,000 |
| BUILDING ALL CHILDREN TULSA, OK | GENERAL OPERATIONS | $10,000 |
| CATHOLIC CHARITIES TULSA, OK | GENERAL OPERATIONS | $10,000 |
| CITY YEAR TULSA TULSA, OK | GENERAL OPERATIONS | $10,000 |
| DEAN MCGEE EYE INSTITUTE OKLAHOMA CITY, OK | GENERAL OPERATIONS | $25,000 |
| DVIS TULSA, OK | GENERAL OPERATIONS | $10,000 |
| EAGLES MOUNT BOZEMAN, MT | GENERAL OPERATIONS | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Charles Stephenson – Trustee
- Peggy Stephenson – Trustee
- Cindy Stephenson – Executive Director, Trustee
- Julie S. Rotman – Managing Director, Trustee, Grants Manager ($93,500 compensation, 2024)
- Andrew Field – Trustee
- Corry Stephenson – Trustee
The foundation maintains a staff of 2 employees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES C STEPHENSON JR | TRUSTEE | — | — |
| PEGGY C STEPHENSON | TRUSTEE | — | — |
Recent News & Activity
Recent developments and announcements
In 2024, Charles and Peggy Stephenson made a transformative $150 million gift to City of Hope to establish the Stephenson Prize for Innovation in Pancreatic Cancer Research. This major commitment reflects the foundation's expanded focus on advancing cancer care and research innovation.
Stephenson Prize for Innovation in Pancreatic Cancer Research Launched WithContact Information
Address: 6120 South Yale Avenue, Suite 930, Tulsa, Oklahoma 74136
Phone: 918-392-3200
Website: stephensonfamilyfoundation.org
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Charles & Peggy Stephenson Family fund?
The foundation does not maintain a publicly stated mission statement. However, based on recent grantmaking activity, the foundation supports: • Environmental conservation and education • Community and school gardens • Animal rescue and welfare • Youth development and leadership • Scouting organizations • General operations of nonprofit organizations
How do I apply for a grant from The Charles & Peggy Stephenson Family?
**Grant Activity (2024)** • Total giving: $9,818,934 • Number of grants: 44 • Average grant size: $223,000 • Notable recent grants include: • Grand Teton National Park Foundation: $100,000 • Kirkland Alma Fbo Salvation Army: $50,000 • Family and Childrens Services (FCS): $48,260 **Giving Trends** Annual giving increased significantly in 2024, rising 276.2% year-over-year from 2023. The foundation distributed $10,046,644 in qualifying distributions in 2024, compared to $2,828,653 in 2023.
What size grants does The Charles & Peggy Stephenson Family award?
In 2024, The Charles & Peggy Stephenson Family awarded 44 grants totaling $9.8M — an average of about $223K per grant, based on its IRS Form 990 filings.
How much is The Charles & Peggy Stephenson Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Charles & Peggy Stephenson Family reported a distributable amount of $9.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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