funder logo

THE CHARLES & PEGGY STEPHENSON FAMILY FOUNDATION

THE CHARLES & PEGGY STEPHENSON FAMILY FOUNDATION

Tulsa, OK, US
501(c)3
EIN
73-6301100
Private Foundation
Regional Funder
Family Foundation
funder logo

THE CHARLES & PEGGY STEPHENSON FAMILY FOUNDATION

Tulsa, OK, US
501(c)3
EIN
73-6301100
Private Foundation
Regional Funder
Family Foundation

Balance Sheet

Fiscal Year Start:
Jan 1
Assets in 2024 (Year End)

$23,045,917

Investments
97%
Cash & Equivalents
3%
Receivables (Non-Related)
<1%
Related-Party Receivables
0%
Inventories
0%
Prepaid Expenses
0%
Property, Plant, & Equipment (net)
0%
Other Assets
0%
Liabilities in 2024 (Year End)

$3,529,065

Notes Payable / Debt (Non-Related)
>99%
Payables & Accruals
0%
Grants Payable
0%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Related-Party Payables
0%
Other Liabilities
0%
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2023
2024
Change
Cash & Equivalents
$166,573
$671,766
+303%
Receivables (Non-Related)
$67,297
$89,293
+33%
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
-
-
-
Investments
$21,828,965
$22,284,858
+2%
Property, Plant, & Equipment (net)
-
-
-
Other Assets
-
-
-
Total Assets
$22,062,835
$23,045,917
+4%
Liabilities
2023
2024
Change
Payables & Accruals
-
-
-
Grants Payable
-
-
-
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
$3,015,642
$3,529,065
+17%
Related-Party Payables
-
-
-
Other Liabilities
-
-
-
Total Liabilities
$3,015,642
$3,529,065
+17%
Net assets
2023
2024
Change
Restricted Net Assets
N/A
N/A
N/A
Unrestricted Net Assets
N/A
N/A
N/A
Net assets
2023
2024
Change
Net assets
+$19,047,193
+$19,516,852
+2%
Balance Sheet
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