Skip to main content

Nonprofit · EIN 81-4282433

CORNERSTONE EQUITIES CHARITABLE TRUST

Tax-exempt · ADA, OK 74821

Financials

$39K$18K2023$69K$19K2024$69K$25K2025
Revenue Expenses · by fiscal year end
Financials of CORNERSTONE EQUITIES CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$69,127$25,099$44,028$646,421$0$646,421
December 31, 2024990-PF$69,225$19,292$49,933$602,393$0$602,393
December 31, 2023990-PF$39,032$17,524$21,508$552,460$0$552,460
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$25,800
Dividends
$8,846
Interest
$16,748
Net gain from sales of assets
$17,733

Expenses

Grants and similar amounts paid
$17,367
Compensation of officers, directors and key employees
$7,559
Disbursements for charitable purposes
$17,367
Excise tax on investment income
$251

Balance sheet and other

Total assets, start of year
$602,393
Total assets, end of year
$646,421
Total liabilities, end of year
$0
Net assets, end of year
$646,421
Qualifying distributions
$17,367
Net investment income
$25,594

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.

NameTitleHours / weekCompensation
VISION BANK TRUST DEPARTMENT VISION BANK TRUST DEPARTMENT
PO BOX 669, ADA, OK 74821
TRUST OFFICE0$7,559
WILLIAM J DILLON III
PO BOX 87, ADA, OK 74821
DIRECTOR0$0
VICTORIA DAVISON
PO BOX 87, ADA, OK 74821
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
VISION BANK TRUST DEPARTMENT VISION BANK TRUST DEPARTMENT
PO BOX 669, ADA, OK 74821
TRUST OFFICE0$6,838
WILLIAM J DILLON III
PO BOX 87, ADA, OK 74821
DIRECTOR0$0
VICTORIA DAVISON
PO BOX 87, ADA, OK 74821
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
VISION BANK TRUST DEPARTMENT VISION BANK TRUST DEPARTMENT
PO BOX 669, ADA, OK 74821
TRUST OFFICE0$6,073
WILLIAM J DILLON III
PO BOX 87, ADA, OK 74821
DIRECTOR0$0
VICTORIA DAVISON
PO BOX 87, ADA, OK 74821
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 669, ADA, OK 74821-0669
In care of
% VISION BANK NA
Signed the 990-PF
VISION BANK TRUST DEPARTMENT, TRUST OFFICER
Phone
(580) 332-5132
Return prepared by
GRIFFIN & HANEY INC CPAS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-4282433
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$646,421
Income (IRS master file)
$120,545

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$69,127$25,099$646,421IRS
990-PFDecember 2024$69,225$19,292$602,393IRS
990-PFDecember 2023$39,032$17,524$552,460XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 81-4282433).

Questions about CORNERSTONE EQUITIES CHARITABLE TRUST

What is the EIN of CORNERSTONE EQUITIES CHARITABLE TRUST?
The employer identification number (EIN) of CORNERSTONE EQUITIES CHARITABLE TRUST is 81-4282433.
Is CORNERSTONE EQUITIES CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to CORNERSTONE EQUITIES CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CORNERSTONE EQUITIES CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CORNERSTONE EQUITIES CHARITABLE 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 CORNERSTONE EQUITIES CHARITABLE 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 CORNERSTONE EQUITIES CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $7,559 (VISION BANK TRUST DEPARTMENT VISION BANK TRUST DEPARTMENT, TRUST OFFICE).
How much revenue does CORNERSTONE EQUITIES CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $69,127, expenses of $25,099 and total assets of $646,421 at year end.

Other nonprofits in ADA

All nonprofits in ADA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations