Cornerstone Equities Charitable Tr

Foundation · Grantmaker Ada, OK EIN: 81-4282433

Cornerstone Equities Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Ada, OK. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $646K in total assets. In 2025, it awarded 6 grants totaling $17K. Net investment income was $18K.

Key facts about Cornerstone Equities Charitable Tr

In short: Cornerstone Equities Charitable Tr gave $17K across 6 grants in 2025 (avg $3K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.

EIN
81-4282433
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$17,367
Grants made (2025)
6
Average grant
$2,895
Median grant
$1,900
Total assets
$646,421
Primary geography
Oklahoma (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$646K

+7.3% YoY

Annual Giving

$17K

+41.3% YoY

Grant Count

6

+20.0% YoY

Avg Grant Size

$3K

+17.7% YoY

How Cornerstone Equities Charitable Tr gives

  • Giving grew 77% from 2022 to 2025. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 6 itemized 2025 grant dollars.

States

Cities

Ada

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K2 grants20195 grants20206 grants20216 grants20226 grants20235 grants20246 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Mama TS Inc: $9KMama TS Inc$9KAda Senior Care Center: $3KAda Senior Care Center$3KFamily Crisis Center of Ada: $2KFamily Crisis Center of Ada$2KCASA - Child Care Cottage: $2KCASA - Child Care Cottage$2KAda Homesless Services: $1KAda Homesless Services$1KUnity Point Counseling & Resource C: $1KUnity Point Counseling &Resource C$1K

Grant Size Distribution

29 grants across all recorded years

29<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MAMA TS INC Ada, OKCHARITABLE CONTRIBUTION$8,787
ADA SENIOR CARE CENTER Ada, OKCHARITABLE CONTRIBUTION$2,520
FAMILY CRISIS CENTER OF ADA Ada, OKCHARITABLE CONTRIBUTION$2,100
CASA - CHILD CARE COTTAGE Ada, OKCHARITABLE CONTRIBUTION$1,700
ADA HOMESLESS SERVICES Ada, OKCHARITABLE CONTRIBUTIONS$1,260
UNITY POINT COUNSELING & RESOURCE C Ada, OKCHARITABLE CONTRIBUTION$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019202020212022202320242025
Metric202520242023
Total Assets$646,421$602,393$552,460
Revenue$69,127$69,225$39,032
Expenses$25,099$19,292$17,524
Qualifying Distributions$17,367$12,291$11,314
Net Investment Income$18,035$12,429$11,419
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Cornerstone Equities Charitable Tr's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Victoria Davison

    Director

    On filings since 2019

    No compensation reported

  • William J. Dillon III

    Director

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Cornerstone Equities Charitable Tr

How much does Cornerstone Equities Charitable Tr give each year?

Cornerstone Equities Charitable Tr gave $17K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 5 grants.

What is Cornerstone Equities Charitable Tr's typical grant size?

Cornerstone Equities Charitable Tr's median grant in 2025 was $1,900, and its average grant was $2,895, across 6 grants on its 2025 IRS Form 990-PF.

Where does Cornerstone Equities Charitable Tr give grants?

Cornerstone Equities Charitable Tr 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 Ada, OK (6 grants).

Who are Cornerstone Equities Charitable Tr's largest grantees?

Cornerstone Equities Charitable Tr's largest 2025 grantees include Mama TS Inc ($8,787), Ada Senior Care Center ($2,520) and Family Crisis Center of Ada ($2,100), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.

How large is Cornerstone Equities Charitable Tr?

Cornerstone Equities Charitable Tr reported $646K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $69K.

What is Cornerstone Equities Charitable Tr?

Cornerstone Equities Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Ada, OK. It holds $646K in total assets as of 2025.

What is Cornerstone Equities Charitable Tr's EIN?

Cornerstone Equities Charitable Tr's EIN (Employer Identification Number) is 81-4282433. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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