Cordelia Lunceford Beatty Trust
The Cordelia Lunceford Beatty Trust is a private foundation based in Blackwell, Oklahoma. The trust distributes grants to nonprofit organizations across Oklahoma and Kansas, with a focus on supporting youth, education, and community services.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+3.2% YoY
Annual Giving
$126K
-5.3% YoY
Grant Count
23
-4.2% YoY
Avg Grant Size
$5K
-1.2% YoY
Under IRS private-foundation payout rules, Cordelia Lunceford Beatty Trust reported a distributable amount of $172K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's primary funding areas include:
- Education — including college scholarships and educational programs
- Human Services — particularly youth development and family services
- Child Welfare and Family Services
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
The trust has made grants to organizations including:
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Oklahoma and Kansas, with particular emphasis on the Blackwell, Oklahoma area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $2,759,096
- Total Annual Giving: $126,058
- Most Recent Tax Filing: 2024
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,759,096 | $2,674,668 | $2,770,083 |
| Revenue | $89,228 | $102,411 | $101,085 |
| Expenses | $201,035 | $197,826 | $203,560 |
| Qualifying Distributions | $155,658 | $161,111 | $162,005 |
| Net Investment Income | $239,366 | $65,696 | $59,530 |
| Distributable Amount | $171,516 | $156,248 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
127 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Peeps Mountain Pre School ($23,100), Blackwell Public Schools ($19,097), Blackwell High School ($11,981).
| Recipient | Purpose | Amount |
|---|---|---|
| Associated Charities Blackwell, OK | Assist families with children in the home with utilities | $6,250 |
| Blackwell Public Library Blackwell, OK | Childrens department donation | $1,500 |
| Blackwell Public School Foundation Blackwell, OK | donation to Bell Ringer program for school foundation | $1,000 |
| Blackwell Youth Center Blackwell, OK | assist over 300 youth in Blackwell through after school activities arts and crafts dances etc. | $10,278 |
| Blackwell Youth Cheer Blackwell, OK | cheerleading fees and uniforms | $1,200 |
| City of Blakwell Blackwell, OK | utility assistance for families with children | $250 |
| Cowley County Community College Arkansas City, KS | College scholarship | $2,000 |
| Northern Oklahoma Youth Services Ponca City, OK | services for local youth | $10,750 |
| Northern Oklahoma College Tonkawa, OK | college scholarships for 3 students | $5,205 |
| Oklahoma State University Stillwater, OK | college scholarship | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James R Rodgers | Trustee | 12 | $36,400 |
| William W Rodgers | Trustee | 2 | $8,000 |
Frequently Asked Questions
What does Cordelia Lunceford Beatty Trust fund?
The trust's primary funding areas include: • **Education** — including college scholarships and educational programs • **Human Services** — particularly youth development and family services • **Child Welfare and Family Services** • **Philanthropy, Voluntarism & Grantmaking**
How do I apply for a grant from Cordelia Lunceford Beatty Trust?
**Financial Capacity:** • Total assets: $2,759,096 • Total annual giving: $126,058 • Typical award range: $100–$25,191 **Recent Grant Activity:** The trust has made grants to organizations including: • **Blackwell Public Library** — $1,500 for children's department donation (2024) • **Blackwell Council for Youth Blackwell Youth Center** — $10,278 to assist over 300 youth in Blackwell through after-school activities, arts and crafts, and dances (2024) • **Cowley College Foundation** — $2,000 for…
Where does Cordelia Lunceford Beatty Trust make grants?
The trust primarily funds organizations in **Oklahoma and Kansas**, with particular emphasis on the Blackwell, Oklahoma area.
What size grants does Cordelia Lunceford Beatty Trust award?
In 2024, Cordelia Lunceford Beatty Trust awarded 23 grants totaling $126K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Cordelia Lunceford Beatty Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Cordelia Lunceford Beatty Trust reported a distributable amount of $172K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Cordelia Lunceford Beatty Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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