Cornerstone Equities Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ADA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $602K in total assets. In 2024, it awarded 5 grants totaling $12K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$602K
+9.0% YoY
Annual Giving
$12K
+8.6% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$2K
+30.4% YoY
About Cornerstone Equities Charitable Tr
Based on IRS filings
Cornerstone Equities Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ADA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $602K in total assets. In 2024, it awarded 5 grants totaling $12K. Net investment income was $12K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $602,393 | $552,460 | $530,952 |
| Revenue | $69,225 | $39,032 | $21,183 |
| Expenses | $19,292 | $17,524 | $15,912 |
| Qualifying Distributions | $12,291 | $11,314 | $9,838 |
| Net Investment Income | $12,429 | $11,419 | $9,876 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM J DILLON III | DIRECTOR | — | — |
| VICTORIA DAVISON | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Little Oklahoma Non-profit Boat Ramp Corporation
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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