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Oklahoma · Private foundation

The Charles & Peggy Stephenson Family 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.

$9.8M
Granted FY2024(still arriving)
44
Grants FY2024
42
Organizations funded FY2023
24%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$10,000
Largest grant, FY2024
$9,009,180
Organizations funded a year
31 to 52
FY2017 to FY2023
States reached, FY2024
6
Total assets, FY2024
$23M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 24% of the organizations The Charles & Peggy Stephenson Family Foundation funded were first-time grantees, receiving 3% of its grant dollars.

New vs renewed · share of each year

In FY2023, 97% of grant dollars renewed an existing relationship; $77k 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 ServicesHealthArts & CultureYouth DevelopmentEducationCrime & LegalOther
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 arriving44$9.8M16%
FY202342$2.6M24%
FY202232$694k19%
FY202139$2.0M26%
FY202031$2.1M19%
FY201940$5.1M23%
FY201852$5.0M38%
FY201741$5.4Mn/a
97% classified

What it funded, over time

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

Education$17MHealth$4.4MArts & Culture$4.2MPhilanthropy$3.3MReligion$2.1MHuman Services$1.7MCivil Rights$1.2MEnvironment$594kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
MT
NY
MA
WY
OH
CA
UT
KS
OK
GA
TX

Top grantees

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

GranteeTotal grantedYearsShare of their budget
University of Oklahoma Foundation Inc$16,534,48064%
First Presbyterian Church$2,036,1188n/a
Family & Childrens Services Inc$1,164,74480%
Fab Lab Tulsa Inc$515,000611%
Dean McGee Eye Institute$502,00040%
Tulsa Children's Museum Inc$500,00033%
Tulsa Area Conservation Foundation$500,0001n/a
Bozeman Deaconess Foundation$403,00054%
Salvation Army$384,4248n/a
Oklahoma Project Woman Inc$176,25082%
Show all 73 grantees
All grantees of The Charles & Peggy Stephenson Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
University of Oklahoma Foundation Inc$16,534,48064%
First Presbyterian Church$2,036,1188n/a
Family & Childrens Services Inc$1,164,74480%
Fab Lab Tulsa Inc$515,000611%
Dean McGee Eye Institute$502,00040%
Tulsa Children's Museum Inc$500,00033%
Tulsa Area Conservation Foundation$500,0001n/a
Bozeman Deaconess Foundation$403,00054%
Salvation Army$384,4248n/a
Oklahoma Project Woman Inc$176,25082%
Oklahoma Hall of Fame$139,67581%
Grand Teton National Park Foundation$131,00070%
The Philbrook Museum of Art Inc$130,62281%
Global Gardens Incorporated$123,50083%
Transitional Living Centers of Oklahoma Inc$116,50036%
Iron Gate Inc$110,00061%
Trustees of Boston University$85,00070%
Tulsa Area United Way$80,00080%
National Outdoor Leadership School$80,00080%
Tulsa Historical Society$76,90074%
Stand in the Gap Inc$65,00052%
Building All Children Inc$65,00065%
Reading Partners$60,00060%
Tulsa Day Center Inc$51,50070%
The Hope for Fertility Foundation$50,00058%
The University of Tulsa$45,67310%
Boston Avenue Helping Hands Inc$40,00042%
Eagle Mount$35,00040%
Catholic Charities of the Archdiocese of Oklahoma City Inc$34,00050%
Tulsa County Medical Society Foundation$25,00023%
Mental Health Association in Tulsa Inc dba Mental Health Association Oklahoma$22,50020%
Domestic Violence Intervention Services$22,50030%
O R U Golden Eagle Club Inc$22,50060%
A New Leaf Inc$20,00020%
The San Miguel School of Tulsa$20,00031%
Pathways Adult Learning Center Inc$20,00021%
City Year Inc$20,00020%
Tulsa Boys' Home Inc$20,00030%
Oklahoma Medical Research Foundation$17,50030%
Little Light House Inc$15,64030%
Eastern Oklahoma Donated Dental Services Inc$15,00031%
Meals on Wheels of Metro Tulsa Inc$14,50040%
Health Outreach Prevention Education Inc$12,50011%
Tulsa Habitat for Humanity Inc$11,00020%
Youth Development of Tulsa Inc$10,00012%
Young People of the Next Gneration Inc$10,0001n/a
Planned Parenthood Great Plains$10,00010%
Helping Hands Ministries Inc$10,00010%
Tulsa Air & Space Museum Inc$10,00010%
Aim High Academy Inc$10,00011%
The Susan G Komen Breast Cancer Foundation Inc$10,00010%
Tulsa Ballet Theatre Inc$10,00010%
Legal Aid Services of Oklahoma Inc$10,00010%
Camp Loughridge$10,00011%
Mount Sinai Health System Inc$10,00010%
Clarehouse Inc$8,00011%
Tulsa Advocates for the Protection of Children$7,50031%
Revitalize T-Town$7,0001n/a
Tulsa Zoo Management Inc$6,62010%
Community Action Resources$5,000114%
American Therapeutic Riding Center$5,00013%
Still She Rises Inc$5,0001n/a
Assistance League of Tulsa Inc$5,00010%
Montana Avalanche Dogs$5,0001n/a
The Children's Hospital Foundation at Saint Francis$5,0001n/a
American Heart Association Inc$4,00010%
John 316 Mission$4,0003n/a
Up With Trees Inc$3,50070%
Community Food Bank of Eastern Oklahoma Inc$1,00010%
Harvest Community Church Inc$1,0001n/a
The Spring Shelter Inc$1,00010%
Oral Roberts University$50010%
Family Healthcare Clinic Inc$50010%

What it could do for these grantees

Plus 36 recipients with no EIN on record ($8.1M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Charles & Peggy Stephenson Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUniversity of Oklahoma Foundation Inc: $16,534,480 over 6y, 4.1% of budgetFamily & Childrens Services Inc: $1,164,744 over 8y, 0.5% of budgetFab Lab Tulsa Inc: $515,000 over 6y, 11% of budgetDean McGee Eye Institute: $502,000 over 4y, 0.5% of budgetTulsa Children's Museum Inc: $500,000 over 3y, 2.9% of budgetBozeman Deaconess Foundation: $403,000 over 5y, 4.0% of budgetOklahoma Project Woman Inc: $176,250 over 8y, 2.3% of budgetOklahoma Hall of Fame: $139,675 over 8y, 1.2% of budgetGrand Teton National Park Foundation: $131,000 over 7y, 0.3% of budgetThe Philbrook Museum of Art Inc: $130,622 over 8y, 0.5% of budgetGlobal Gardens Incorporated: $123,500 over 8y, 3.4% of budgetTransitional Living Centers of Oklahoma Inc: $116,500 over 3y, 6.1% of budgetIron Gate Inc: $110,000 over 6y, 1.2% of budgetTrustees of Boston University: $85,000 over 7y, 0.0% of budgetTulsa Area United Way: $80,000 over 8y, 0.0% of budgetNational Outdoor Leadership School: $80,000 over 8y, 0.0% of budgetTulsa Historical Society: $76,900 over 7y, 4.0% of budgetStand in the Gap Inc: $65,000 over 5y, 2.4% of budgetBuilding All Children Inc: $65,000 over 6y, 5.2% of budgetReading Partners: $60,000 over 6y, 0.0% of budgetTulsa Day Center Inc: $51,500 over 7y, 0.2% of budgetThe Hope for Fertility Foundation: $50,000 over 5y, 8.3% of budgetThe University of Tulsa: $45,673 over 1y, 0.0% of budgetBoston Avenue Helping Hands Inc: $40,000 over 4y, 2.1% of budgetEagle Mount: $35,000 over 4y, 0.4% of budgetCatholic Charities of the Archdiocese of Oklahoma City Inc: $34,000 over 5y, 0.1% of budgetTulsa County Medical Society Foundation: $25,000 over 2y, 3.0% of budgetMental Health Association in Tulsa Inc dba Mental Health Association Oklahoma: $22,500 over 2y, 0.1% of budgetDomestic Violence Intervention Services: $22,500 over 3y, 0.1% of budgetO R U Golden Eagle Club Inc: $22,500 over 6y, 0.4% of budgetA New Leaf Inc: $20,000 over 2y, 0.1% of budgetThe San Miguel School of Tulsa: $20,000 over 3y, 1.4% of budgetPathways Adult Learning Center Inc: $20,000 over 2y, 1.1% of budgetCity Year Inc: $20,000 over 2y, 0.0% of budgetTulsa Boys' Home Inc: $20,000 over 3y, 0.1% of budgetOklahoma Medical Research Foundation: $17,500 over 3y, 0.0% of budgetLittle Light House Inc: $15,640 over 3y, 0.3% of budgetEastern Oklahoma Donated Dental Services Inc: $15,000 over 3y, 0.8% of budgetMeals on Wheels of Metro Tulsa Inc: $14,500 over 4y, 0.1% of budgetHealth Outreach Prevention Education Inc: $12,500 over 1y, 0.6% of budgetTulsa Habitat for Humanity Inc: $11,000 over 2y, 0.1% of budgetYouth Development of Tulsa Inc: $10,000 over 1y, 1.8% of budgetPlanned Parenthood Great Plains: $10,000 over 1y, 0.1% of budgetHelping Hands Ministries Inc: $10,000 over 1y, 0.1% of budgetTulsa Air & Space Museum Inc: $10,000 over 1y, 0.4% of budgetAim High Academy Inc: $10,000 over 1y, 1.1% of budgetThe Susan G Komen Breast Cancer Foundation Inc: $10,000 over 1y, 0.0% of budgetTulsa Ballet Theatre Inc: $10,000 over 1y, 0.2% 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 63.

Nonprofits that may fit its grantmaking

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.

The Anne and Henry Zarrow FoundationOK73.9× affinity34 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Anne and Henry Zarrow Foundation · Tulsa Community Foundation · The Gelvin Foundation · The Hardesty Family Foundation Inc · Grace & Franklin Bernsen Foundation · Ralph and Frances McGill Foundation the Trust Company of Oklahoma · George Kaiser Family Foundation · Mervin Bovaird Foundation · Maxine and Jack Zarrow Family Foundation · The Sharna and Irvin Frank Foundation · One Gas Foundation Inc · Oneok Foundation Inc

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 The Charles & Peggy Stephenson Family Foundation with peer funders

About The Charles & Peggy Stephenson Family Foundation

How much does The Charles & Peggy Stephenson Family Foundation give?
The Charles & Peggy Stephenson Family Foundation reported 44 grants totaling $9,818,934 in its FY2024 IRS filing. It funded between 31 and 52 organizations a year over FY2017 to FY2023.
What does The Charles & Peggy Stephenson Family Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (47%), Health (12%), Arts & Culture (12%).
Who are The Charles & Peggy Stephenson Family Foundation's largest grantees?
By total granted over FY2017 to FY2024: University of Oklahoma Foundation Inc ($17M), First Presbyterian Church ($2.0M), Family & Childrens Services Inc ($1.2M).
Does The Charles & Peggy Stephenson Family Foundation fund new organizations?
In FY2023, 24% of the organizations it funded were first-time grantees.
Does The Charles & Peggy Stephenson Family 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 The Charles & Peggy Stephenson Family Foundation?
Its strongest co-funders, measured against what their size predicts, include The Anne and Henry Zarrow Foundation, Tulsa Community Foundation, The Gelvin Foundation.
Where is The Charles & Peggy Stephenson Family Foundation based?
The Charles & Peggy Stephenson Family 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 112 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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