Nonprofit · EIN 73-6094952
CORDELIA LUNCEFORD BEATTY TRUST
Tax-exempt · BLACKWELL, OK 74631
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $82,526 | $218,420 | -$135,894 | $2,853,833 | $0 | $2,853,833 |
| December 31, 2024 | 990-PF | $89,228 | $201,035 | -$111,807 | $2,759,096 | $0 | $2,759,096 |
| December 31, 2023 | 990-PF | $102,411 | $197,826 | -$95,415 | $2,674,668 | $0 | $2,674,668 |
| December 31, 2022 | 990-PF (amended) | $101,085 | $203,560 | -$102,475 | $2,770,083 | $0 | $2,770,083 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $75,498
- Other income
- $7,028
Expenses
- Grants and similar amounts paid
- $143,589
- Compensation of officers, directors and key employees
- $30,000
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $173,189
- Excise tax on investment income
- $3,112
Balance sheet and other
- Total assets, start of year
- $2,759,096
- Total assets, end of year
- $2,853,833
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,853,833
- Fair market value of assets
- $3,814,290
- Qualifying distributions
- $173,189
- Net investment income
- $269,085
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 |
|---|---|---|---|
| James R Rodgers P O Box 514, Blackwell, OK 74631 | Trustee | 12 | $36,400 |
| William W Rodgers 2431 Grand Circle, Oklahoma City, OK 73116 | Trustee | 2 | $8,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James R Rodgers P O Box 514, Blackwell, OK 74631 | Trustee | 12 | $36,400 |
| William W Rodgers 2431 Grand Circle, Oklahoma City, OK 73116 | Trustee | 2 | $8,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James R Rodgers P O Box 514, Blackwell, OK 74631 | Trustee | 12 | $34,000 |
| William W Rodgers 2431 Grand Circle, Oklahoma City, OK 73116 | Trustee | 2 | $8,000 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James R Rodgers P O Box 514, Blackwell, OK 74631 | Trustee | 12 | $22,000 |
| William W Rodgers 2431 Grand Circle, Oklahoma City, OK 73116 | Trustee | 2 | $8,000 |
Address and contacts
- Address (IRS master file)
- 105 N MAIN ST, BLACKWELL, OK 74631-2226
- In care of
- % JAMES R RODGERS
- Signed the 990-PF
- James Rodgers, James R. Rodgers Attorney at Law
- Phone
- (580) 363-3684
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
- 73-6094952
- 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
- 1943
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,853,833
- Income (IRS master file)
- $82,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $82,526 | $218,420 | $2,853,833 | XML |
| 990-PF | December 2024 | $89,228 | $201,035 | $2,759,096 | XML |
| 990-PF | December 2023 | $102,411 | $197,826 | $2,674,668 | XML |
| 990-PF | December 2022 | $101,085 | $203,560 | $2,770,083 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 73-6094952).
Questions about CORDELIA LUNCEFORD BEATTY TRUST
- What is the EIN of CORDELIA LUNCEFORD BEATTY TRUST?
- The employer identification number (EIN) of CORDELIA LUNCEFORD BEATTY TRUST is 73-6094952.
- Is CORDELIA LUNCEFORD BEATTY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to CORDELIA LUNCEFORD BEATTY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CORDELIA LUNCEFORD BEATTY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CORDELIA LUNCEFORD BEATTY TRUST 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 CORDELIA LUNCEFORD BEATTY TRUST 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 CORDELIA LUNCEFORD BEATTY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $36,400 (James R Rodgers, Trustee).
- How much revenue does CORDELIA LUNCEFORD BEATTY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $82,526, expenses of $218,420 and total assets of $2,853,833 at year end.
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