Nonprofit · EIN 83-4517763
STEPHEN E JACKSON FOUNDATION
Tax-exempt · DEWEY, OK 74029
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $107,197 | $47,863 | $59,334 | $1,078,014 | $0 | $1,078,014 |
| December 31, 2024 | 990-PF | $72,363 | $98,071 | -$25,708 | $1,019,442 | $0 | $1,019,442 |
| December 31, 2023 | 990-PF (amended) | $60,386 | $148,531 | -$88,145 | $1,046,303 | $0 | $1,046,303 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,374
- Net gain from sales of assets
- $67,202
- Other income
- $621
Expenses
- Grants and similar amounts paid
- $32,000
- Compensation of officers, directors and key employees
- $12,977
- Disbursements for charitable purposes
- $39,197
- Excise tax on investment income
- $1,360
Balance sheet and other
- Total assets, start of year
- $1,019,442
- Total assets, end of year
- $1,078,014
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,078,014
- Fair market value of assets
- $1,242,655
- Qualifying distributions
- $39,197
- Net investment income
- $105,894
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARVEST BANK N A 1515 S UTICA STE 200, TULSA, OK 74104 | CO-TRUSTEE | 1 | $12,977 |
| STEPHANIE JACKSON 4117 MURIETTA AVENUE, SHERMAN OAKS, CA 91423 | CO-TRUSTEE | 0 | $0 |
| MEREDITH JACKSON 1901 BELVEDERE AVENUE, CHARLOTTE, NC 28205 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARVEST BANK N A 1515 S UTICA STE 200, TULSA, OK 74104 | CO-TRUSTEE | 1 | $13,502 |
| JEFF AUXIER 401 S BOSTON AVE STE 220, TULSA, OK 74103 | CO-TRUSTEE | 0 | $0 |
| SAMANTHA MCPHETER 2431 E 61ST ST STE 700, TULSA, OK 74136 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARVEST BANK N A 1515 S UTICA STE 200, TULSA, OK 74104 | CO-TRUSTEE | 1 | $14,182 |
| JEFF AUXIER 401 S BOSTON AVE STE 220, TULSA, OK 74103 | CO-TRUSTEE | 0 | $0 |
| SAMANTHA MCPHETER 2431 E 61ST ST STE 700, TULSA, OK 74136 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 800 N OSAGE AVE, DEWEY, OK 74029-1602
- In care of
- % ARVEST BANK TTEE
- Signed the 990-PF
- DEE DERRYBERRY, Vice President
- Phone
- (918) 337-3433
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-4517763
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,078,014
- Income (IRS master file)
- $395,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $107,197 | $47,863 | $1,078,014 | IRS |
| 990-PF | December 2024 | $72,363 | $98,071 | $1,019,442 | IRS |
| 990-PF | December 2023 | $60,386 | $148,531 | $1,046,303 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-4517763).
Questions about STEPHEN E JACKSON FOUNDATION
- What is the EIN of STEPHEN E JACKSON FOUNDATION?
- The employer identification number (EIN) of STEPHEN E JACKSON FOUNDATION is 83-4517763.
- Is STEPHEN E JACKSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to STEPHEN E JACKSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN E JACKSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN E JACKSON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEPHEN E JACKSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STEPHEN E JACKSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $12,977 (ARVEST BANK N A, CO-TRUSTEE).
- How much revenue does STEPHEN E JACKSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,197, expenses of $47,863 and total assets of $1,078,014 at year end.
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