The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee in Tulsa, Oklahoma (OK)

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The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee
Employer Identification Number (EIN)736301100
Name of OrganizationThe Charles And Peggy Stephenson Family Foundation
Secondary NameStephenson Charles C Jr Ttee
Address2225 E 30th St, Tulsa, OK 74114-5427
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date08/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$500,000 to $999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$810,530
Amount of Income$2,888,960
Form 990 Revenue Amount$1,378,855
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
User's rating
*****


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Amount of income in 2013: $2,888,960 (it was $1,978,988 in 2012)
This organization: 

 $2,888,960
Other organizations performing similar types of work: 

 $120,160

Assets in 2013: $810,530 (it was $755,989 in 2012)
This organization: 

 $810,530
Other organizations performing similar types of work: 

 $450,518

Expenses in 2013: $5,808,007
This organization: 

 $5,808,007
Other organizations performing similar types of work: 

 $61,287

Income to expenses ratio in 2013: 0.5
The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee: 

 0.5
Other organizations performing similar types of work: 

 7.3

Grants share in income in 2013: 2.3%
The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee: 

 2.3%
Other organizations performing similar types of work: 

 8.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$2,888,960$2,823,360$0
Contributions, gifts, grants, etc., received$65,600
Interest on savings and temporary cash investments$0
Dividends and interest from securities$2,823,360
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$5,808,007$25,923$0$5,770,862
Compensation of officers, directors, trustees, etc.$70,000
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$5,450
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$97,629$25,923$60,484
Contributions, gifts, grants paid$5,710,378
Excess of revenue over expenses and disbursements$-2,919,047
Net investment income$2,797,437
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$753,404$71,657,996$755,989$57,098,275$810,530$168,632,037
Cash - non-interest-bearing$48,555$54,820$75,831
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$625,988$609,588$638,538
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$753,404$755,989$810,530
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$0$0
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$27,157$19,580$27,974
Total credits and payments$22,360$21,000$19,600
Current year estimated tax payments and previous year's overpayment credited to current year$22,360$21,000$19,600
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$42$0
Tax due$0$8,374
Overpayment$1,378$0
Amount to be credited to next year's estimated tax$0$1,378$0
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$76,813,306$66,106,949$134,292,882
Net value of noncharitable-use assets$65,115,345$132,278,489
Minimum investment return$3,783,055$3,255,767$6,613,924
Distributable Amount
201120122013
Distributable amount$3,755,898$3,236,187$6,585,950
Undistributed Income
201120122013
Distributable amount for this year$3,755,898$3,236,187$6,585,950
Undistributed income for this year. This amount must be distributed in the next year$336,231$0$687,792
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$2,823,360$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo

Ratings Summary

Based on 1 vote

Overall Rating:
*****
5.0
Ratings in categories:
Program:
*****
5.0
Fundraising:
*****
5.0
Expenses:
*****
5.0
Transparency:
*****
5.0

1 User Review:

Alex

Added on Aug 14, 2014 12:48 PM
Program:
*****
Fundraising:
*****
Expenses:
*****
Transparency:
*****
What a wonderful family foundation!
Would you recommend The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee to others? Yes
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1E L And Thelma Gaylord Foundation6305 Waterford Blvd Ste 350, Oklahoma City, OK 73118-1176OK1995-12$13,926,788
2Mary K Chapman Foundation, Dickman J Jerry TteeOne Warren Pl 6100 S Yale Ave 1816, Tulsa, OK 74136OK1996-08$10,264,457
3Lobeck-Taylor Foundation1124 S Lewis Ave, Tulsa, OK 74104-3906OK1998-06$9,428,142
4The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee2225 E 30th St, Tulsa, OK 74114-5427OK1997-08$2,888,960
5Scott Carter FoundationPO BOX 700448, Tulsa, OK 74170-0448OK1994-03$497,428
6Saied Family Foundation3259 S Yale Ave, Tulsa, OK 74135-8009OK1997-02$285,789
7Tom S & Marye Kate Aldridge Charitable & Educational Trust3035 Nw 63rd St Ste 207n, Oklahoma City, OK 73116-3606OK1996-04$242,534
8The Jenkin Lloyd Jones And Ana Maria Lloyd Jones Foundation2021 S Lewis Ave Ste 700, Tulsa, OK 74104-5732OK1995-07$104,688
9Robert Cummins Family Foundation Inc1420 W Chestnut Ave, Enid, OK 73703-4307OK1997-04$86,022
10The Barbara And James M Sturdivant Charitable Trust, Sturdivant James & Barbara Co-Ttees100 W 5th St Ste 1000, Tulsa, OK 74103-4293OK1997-07$26,780
11Randall L Sullivan Foundation15 W 6th St Ste 2300, Tulsa, OK 74119-5401OK1997-07$22,337
12Woodsfamily Charitable Foundation1305 Wood Way, Edmond, OK 73034-2803OK1998-09$16,200
13The Dickman Foundation1332 E 27th Pl, Tulsa, OK 74114-4110OK1997-07$28
14Thomas Family Charitable Foundation Inc1516 S Boston Ave Ste 1516, Tulsa, OK 74119-4003OK1997-09$1
15William Ben Johnson Foundation7420 S Yale Ave, Tulsa, OK 74136-7029OK1997-01$1
16Babbitt Charitable Trust No 6, Salomon Joseph M Ttee9 E 4th St Ste 605, Tulsa, OK 74103-5112OK1997-09$0
17Carnegie Elementary School Foundation Inc110 W 7th Street Suite 900, Tulsa, OK 74119OK1991-11$0
18Okmulgee Crime Stoppers IncPO BOX 127, Okmulgee, OK 74447-0127OK1998-05$0
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Number of organizations performing similar types of work
Alaska3
Alabama54
Arkansas18
Arizona59
California546
Colorado120
Connecticut79
District of Columbia27
Delaware43
Florida350
Georgia158
Hawaii18
Iowa57
Idaho23
Illinois317
Indiana81
Kansas53
Kentucky41
Louisiana50
Massachusetts113
Maryland112
Maine18
Michigan202
Minnesota97
Missouri73
Mississippi27
Montana8
North Carolina155
North Dakota2
Nebraska42
New Hampshire19
New Jersey213
New Mexico23
Nevada42
New York524
Ohio206
Oklahoma52
Oregon60
Pennsylvania239
Rhode Island33
South Carolina40
South Dakota12
Tennessee49
Texas377
Utah46
Virginia120
Vermont7
Washington88
Wisconsin89
West Virginia9
Wyoming19
International12
Total5,225

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