The Stephen E and Shelley S Jackson

Private foundation · Grantmaker Tulsa, OK EIN: 20-6276419

The Stephen E and Shelley S Jackson is a private foundation, based in Tulsa, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $608K in total assets. In 2024, it awarded 3 grants totaling $50K. Net investment income was $25K.

The Stephen E and Shelley S Jackson at a glance

In short: The Stephen E and Shelley S Jackson gave $50K across 3 grants in 2024 (avg $17K), mostly in Oklahoma. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$50,000
+733.3% vs 2023
Grants made (2024)
3
+50.0% vs 2023
Average grant
$16,667
+455.6% vs 2023
Median grant
$3,000
Total assets
$608,358
-3.7% vs 2023
Primary geography
Oklahoma (98% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Stephen E and Shelley S Jackson funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

The Gathering Place: $46KThe Gathering Place$46KHolland Hall School Inc: $3KHolland Hall School Inc$3KThe New Hollywood: $1KThe New Hollywood$1K

The largest 2024 recipient was The Gathering Place ($46K). Together the top 3 received $50K.

Grant Size Distribution

8 grants across all recorded years

7<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 8 (88%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

TulsaLos Angeles

How The Stephen E and Shelley S Jackson gives

  • Giving grew 100% from 2021 to 2024. Method
  • In 2024 it paid out 148% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2020 1 grant2021 0 grants2022 2 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $6K (2023) to $130K (2020). In 2024 it made 3 grants totaling $50K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Gathering Place Tulsa, OKGeneral Operation$46,000
Holland Hall School Inc Tulsa, OKGeneral Operations$3,000
The New Hollywood Los Angeles, CAGeneral Operations$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$608,358$34,362$57,693$50,0003$50,000$25,297$33,846
2023$631,689$16,117$18,592$6,0002$9,500$8,752$29,652
2022$634,164$-11,691$6,961——$1,325$6,468$23,577
2021$652,816$19,919$28,649$25,0001$27,899$15,520$31,767
2020$661,546$4,616$133,000$130,0002—$116$33,121

Under IRS private-foundation payout rules, The Stephen E and Shelley S Jackson reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Stephen E and Shelley S Jackson is led by Shelley S. Jackson, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Shelley S. Jackson

    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.

Frequently asked questions about The Stephen E and Shelley S Jackson

How much does The Stephen E and Shelley S Jackson give each year?

The Stephen E and Shelley S Jackson gave $50K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 2 grants.

What is The Stephen E and Shelley S Jackson's typical grant size?

The Stephen E and Shelley S Jackson's median grant in 2024 was $3,000, and its average grant was $16,667, across 3 grants on its 2024 IRS Form 990-PF.

Where does The Stephen E and Shelley S Jackson give grants?

The Stephen E and Shelley S Jackson 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 (2 grants).

Does The Stephen E and Shelley S Jackson give general operating support?

Yes: 100% of The Stephen E and Shelley S Jackson's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is The Stephen E and Shelley S Jackson?

The Stephen E and Shelley S Jackson reported $608K in total assets on its 2024 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).

What is The Stephen E and Shelley S Jackson's EIN?

The Stephen E and Shelley S Jackson's EIN (Employer Identification Number) is 20-6276419. IRS Form 990 filing data is available on this page for 2020–2024.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Stephen E and Shelley S Jackson's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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