Cordelia Lunceford Beatty Trust

Private foundation · Grantmaker Blackwell, OK EIN: 73-6094952

The Cordelia Lunceford Beatty Trust is a private foundation based in Blackwell, Oklahoma. Its 2025 filing describes support for local school programs, preschool scholarships, youth activities, and a Christmas program for children.

Cordelia Lunceford Beatty Trust at a glance

In short: Cordelia Lunceford Beatty Trust gave $144K across 29 grants in 2025 (avg $5K), mostly in Oklahoma. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$143,589
+13.9% vs 2024
Grants made (2025)
29
+26.1% vs 2024
Average grant
$4,951
-9.7% vs 2024
Median grant
$3,206
Total assets
$2,853,833
+3.4% vs 2024
New grantees (estimate)
6% first-time grantees (1 of 18, 2025; small sample)
Primary geography
Oklahoma (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Cordelia Lunceford Beatty Trust

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 105 N Main St, Blackwell, OK 74631-2226
Phone: (580) 363-3684

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Cordelia Lunceford Beatty Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Blackwell Public Schools: $22KBlackwell Public Schools$22KBlackwell Youth Center: $19KBlackwell Youth Center$19KNorthern Oklahoma Youth Services: $10KNorthern Oklahoma YouthServices$10KBlackwell Quarterback Club: $8KBlackwell Quarterback Club$8KAssociated Charities: $7KAssociated Charities$7KBlackwell Wrestling Club: $6KBlackwell Wrestling Club$6KBlackwell Middle School: $6KBlackwell Middle School$6KBlackwell Public Library: $5KBlackwell Public Library$5KNorthern Oklahoma College: $5KNorthern Oklahoma College$5KBlackwell Tourism: $4KBlackwell Tourism$4K

The largest 2025 recipient was Blackwell Public Schools ($22K). Together the top 10 received $90K.

Organizations only. It also paid 9 grants to individuals ($37,605), which are not listed by name.

Grant Size Distribution

133 grants across all recorded years

133<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 133 grants of 133 (100%).

Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Oklahoma. Listed recipients include organizations in Blackwell, Ponca City, and Tonkawa.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 29 itemized grants.

Cities

BlackwellTonkawaPonca CityStillwaterArkansas CityEdmondBroken ArrowLawtonMidwest CityOklahoma CityWichitaAlva

Is Cordelia Lunceford Beatty Trust open to new grantees?

6%

first-time grantees, 2025

In 2025, 1 of 18 grantees (6%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $8K; repeat grants $6K. How we count

Medians: $8K first-time, $4K repeat.

  • 94% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+8%). Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K23 grants2020 26 grants2021 31 grants2022 24 grants2023 23 grants2024 29 grants2025

From 2020 to 2025, annual grant giving ranged from $114K (2020) to $144K (2025). In 2025 it made 29 grants totaling $144K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
9 grants to individuals Recipients not named —$37,605
Blackwell Public Schools Blackwell, OKschool supplies$22,292
Blackwell Youth Center Blackwell, OKassist over 300 youth in Blackwell through after school activities arts and crafts dances etc.$18,691
Northern Oklahoma Youth Services Ponca City, OKservices for local youth$10,000
Blackwell Quarterback Club Blackwell, OKAssistance with football scholarships and equipment$8,000
Associated Charities Blackwell, OKAssist families with children in the home with utilities$6,500
Blackwell Wrestling Club Blackwell, OKWrestling fees and equipment$5,610
Blackwell Middle School Blackwell, OKgrant requests to teachers cheerleaders and classroom equipment$5,550
Blackwell Public Library Blackwell, OKChildrens department donation$5,000
Northern Oklahoma College Tonkawa, OKcollege scholarships for 3 students$4,577
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,853,833$82,526$218,420$143,58929$173,189$223,854$181,333
2024$2,759,096$89,228$201,035$126,05823$155,658$239,366$171,516
2023$2,674,668$102,411$197,826$133,11124$161,111$65,696$156,248
2022$2,770,083$101,085$203,560$133,50531$162,005$59,530$159,952
2021$2,872,558$529,503$195,533$125,79126$152,991$486,961$170,353
2020$2,540,381$57,696$180,145$114,43523—$292,312$144,187

Under IRS private-foundation payout rules, Cordelia Lunceford Beatty Trust reported a distributable amount of $181K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No mission statement for the trust is provided. Its reported grants and direct charitable activities include school supplies and equipment, scholarships, youth programs, sports and cheerleading, and assistance to families with children.

The trust’s 2025 filing identifies direct charitable activities involving Blackwell Public Schools, an individual recipient Scholarships for preschool children and a Christmas for Kids program, and scholarships for activities and equipment at the Blackwell Youth Center. These activities are not described as grant programs for outside applicants.

The Blackwell Public School Foundation Inc., which received $1,000 from the trust in 2025, describes its own mission as providing for the charitable and educational needs of students in the Blackwell School System.

Grantmaking

In filing year 2025, the trust reported 29 grants totaling $143,589. Grant amounts ranged from $120 to $24,300, with a median grant of $3,206.

Among the largest reported grants were $24,300 to an individual recipient Pre School for monthly scholarships for low-income families; $22,292 to Blackwell Public Schools for school supplies; $18,691 to Blackwell Youth Center for after-school activities and other programming; and $10,000 to an individual recipient Youth Services for local youth services. Other grants included $8,000 to Blackwell Quarterback Club for football scholarships and equipment, $6,500 to Associated Charities to assist families with children with utilities, and $5,610 to Blackwell Wrestling Club for fees and equipment.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists James R Rodgers and William W Rodgers as trustees.

Cordelia Lunceford Beatty Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • William W Rodgers

    Trustee

    On filings since 2020

    2 hrs/week

    $8K (2020) → $8K (2025)

  • James R Rodgers

    Trustee

    On filings since 2021

    12 hrs/week

    $22K (2021) → $36K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

James R Rodgers — Trustee: $36KJames R RodgersTrustee$36KWilliam W Rodgers — Trustee: $8KWilliam W RodgersTrustee$8K

The highest reported compensation on the 2025 filing was $36K, to James R Rodgers (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Cordelia Lunceford Beatty Trust

How much does Cordelia Lunceford Beatty Trust give each year?

Cordelia Lunceford Beatty Trust gave $144K across 29 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $126K across 23 grants.

What is Cordelia Lunceford Beatty Trust's typical grant size?

Cordelia Lunceford Beatty Trust's median grant in 2025 was $3,206, and its average grant was $4,951, across 29 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Cordelia Lunceford Beatty Trust that year got $8K on average.

Where does Cordelia Lunceford Beatty Trust give grants?

Cordelia Lunceford Beatty Trust gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Blackwell, OK (15 grants) and Tonkawa, OK (2 grants).

Does Cordelia Lunceford Beatty Trust give general operating support?

Not in 2025: none of the 29 grants with a stated purpose on Cordelia Lunceford Beatty Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "College Scholarship" (3 grants) and "Student scholarships" (3 grants).

Who are Cordelia Lunceford Beatty Trust's largest grantees?

Cordelia Lunceford Beatty Trust's largest 2025 grantees include Blackwell Public Schools ($22,292), Blackwell Youth Center ($18,691) and Northern Oklahoma Youth Services ($10,000), according to its 2025 IRS Form 990-PF. It also paid 9 grants to individuals ($37,605), which are not listed by name. Together they received 36% of its itemized 2025 grant dollars.

How large is Cordelia Lunceford Beatty Trust?

Cordelia Lunceford Beatty Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $173K in qualifying distributions that year, against a required minimum of $181K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Cordelia Lunceford Beatty Trust fund?

No mission statement for the trust is provided. Its reported grants and direct charitable activities include school supplies and equipment, scholarships, youth programs, sports and cheerleading, and assistance to families with children. See mission & focus areas ↑

How do I apply for a grant from Cordelia Lunceford Beatty Trust?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Cordelia Lunceford Beatty Trust's EIN?

Cordelia Lunceford Beatty Trust's EIN (Employer Identification Number) is 73-6094952. IRS Form 990 filing data is available on this page for 2020–2025.

Does Cordelia Lunceford Beatty Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 14, 2024)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 30, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Cordelia Lunceford Beatty Trust funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/cordelia-lunceford-beatty-trust-morg_98a5a1954be04fe0bc1e7c15fab12d21

BibTeX
@misc{grantable_736094952_2026,
  author       = {{Grantable}},
  title        = {{Cordelia Lunceford Beatty Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/cordelia-lunceford-beatty-trust-morg_98a5a1954be04fe0bc1e7c15fab12d21},
  note         = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Cordelia Lunceford Beatty Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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