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Oklahoma · Private foundation

Lloyd K & Peggy L Stephens Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$234k
Granted FY2024(still arriving)
14
Grants FY2024
11
Organizations funded FY2023
27%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$15,000
Largest grant, FY2024
$40,000
Organizations funded a year
5 to 11
FY2017 to FY2023
States reached, FY2024
1
Total assets, FY2024
$2.6M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 27% of the organizations Lloyd K & Peggy L Stephens Foundation funded were first-time grantees, receiving 24% of its grant dollars.

New vs renewed · share of each year

In FY2023, 76% of grant dollars renewed an existing relationship; $100k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Human ServicesHealthAnimalsCrime & LegalEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving14$234k29%
FY202311$421k27%
FY20225$143k0%
FY20219$179k56%
FY20206$91k67%
FY20196$84k67%
FY20187$80k57%
FY20175$28kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$406kEducation$382kHuman Services$167kYouth Development$140kFood & Nutrition$52kArts & Culture$37kCrime & Legal$28kPublic Safety & Disaster$20kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 15 grantees
All grantees of Lloyd K & Peggy L Stephens Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Sprouts Child Development Initiative Inc$315,00068%
Union Public Schools$219,0204n/a
Camp Fire Green Country Inc$80,00042%
Domestic Violence Intervention Services$75,00021%
Oklahoma 4-H Foundation Inc$60,00043%
Honor Bunker Inc$60,00027%
Boston Avenue Helping Hands Inc$20,00022%
Morton Comprehensive Health Services Inc$15,00010%
Gaining Ground Corporation$15,00011%
Lilyfield Inc$10,00010%
Public Health Institute$10,00020%
Tulsa SPCA$10,00040%
Family Safety Center Inc$10,00011%
Choregus Productions Inc$7,5001n/a
The Carol Emmott Foundation$6,00010%

Plus 14 recipients with no EIN on record ($347k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Lloyd K & Peggy L Stephens Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSprouts Child Development Initiative Inc: $315,000 over 6y, 8.1% of budgetCamp Fire Green Country Inc: $80,000 over 4y, 1.9% of budgetDomestic Violence Intervention Services: $75,000 over 2y, 0.6% of budgetOklahoma 4-H Foundation Inc: $60,000 over 4y, 3.2% of budgetHonor Bunker Inc: $60,000 over 2y, 7.3% of budgetBoston Avenue Helping Hands Inc: $20,000 over 2y, 2.1% of budgetMorton Comprehensive Health Services Inc: $15,000 over 1y, 0.1% of budgetGaining Ground Corporation: $15,000 over 1y, 1.3% of budgetLilyfield Inc: $10,000 over 1y, 0.3% of budgetPublic Health Institute: $10,000 over 2y, 0.0% of budgetTulsa SPCA: $10,000 over 4y, 0.1% of budgetFamily Safety Center Inc: $10,000 over 1y, 0.9% of budgetThe Carol Emmott Foundation: $6,000 over 1y, 0.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 13.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Tulsa Community FoundationOK27.8× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Tulsa Community Foundation · George Kaiser Family Foundation · The Anne and Henry Zarrow Foundation · The Gelvin Foundation · Grace & Franklin Bernsen Foundation · Ed Darby Foundation Inc · Paul L Sisk and Helen I Sisk Charitable Trust · Tulsa Fdn Gen Fd Xxxxx8000 · Flint Family Foundation · Mervin Bovaird Foundation · Morningcrest Healthcare Foundation · Ralph and Frances McGill Foundation the Trust Company of Oklahoma

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Lloyd K & Peggy L Stephens Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Lloyd K & Peggy L Stephens Foundation?

Find your warmest path to Lloyd K & Peggy L Stephens Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Lloyd K & Peggy L Stephens Foundation

How much does Lloyd K & Peggy L Stephens Foundation give?
Lloyd K & Peggy L Stephens Foundation reported 14 grants totaling $234,000 in its FY2024 IRS filing. It funded between 5 and 11 organizations a year over FY2017 to FY2023.
What does Lloyd K & Peggy L Stephens Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Health (32%), Education (30%), Human Services (13%).
Who are Lloyd K & Peggy L Stephens Foundation's largest grantees?
By total granted over FY2017 to FY2024: Sprouts Child Development Initiative Inc ($315k), Union Public Schools ($219k), Camp Fire Green Country Inc ($80k).
Does Lloyd K & Peggy L Stephens Foundation fund new organizations?
In FY2023, 27% of the organizations it funded were first-time grantees.
Does Lloyd K & Peggy L Stephens Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Lloyd K & Peggy L Stephens Foundation?
Its strongest co-funders, measured against what their size predicts, include Tulsa Community Foundation, George Kaiser Family Foundation, The Anne and Henry Zarrow Foundation.
Where is Lloyd K & Peggy L Stephens Foundation based?
Lloyd K & Peggy L Stephens Foundation is based in OK.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 29 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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