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Nonprofiteer
← OREGON SCOTTISH RITE EDUCATION FOUNDATION INC

Form 990 for tax year 2023

Filed by OREGON SCOTTISH RITE EDUCATION FOUNDATION INC.

Totals

Total revenue
$168,357
Total expenses
$103,389
Contributions and grants received
$129,536
Grants paid
$36,500
Program service revenue
$0
Investment income
$23,320
Other revenue
$15,501
Total assets, end of year
$982,108
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$982,108
Program services expenses (Part IX)
$85,592
Management and general expenses
$17,797
Fundraising expenses
$0
Program service expenses (Part III)
$85,592

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $129,536

  • 3 · Investment income

    total $21,524 · excluded $21,524

  • 7a · Gross sales of assets other than inventory

    securities $205,672

  • 7b · Less cost or other basis and sales expenses

    securities $203,876

  • 7c · Gain or loss

    securities $1,796

  • 7d · Net gain or loss

    total $1,796 · excluded $1,796

  • 11a · Other revenue: CLARK TRUST ADMIN FEES

    total $12,546 · related or exempt $12,546

  • 11b · Other revenue: OTHER INCOME

    total $2,955 · related or exempt $2,955

  • 11e · Other revenue, total

    $15,501

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $36,500 · program services $36,500

  • 11c · Fees: accounting

    total $3,100 · management and general $3,100

  • 11f · Fees: investment management

    total $4,046 · management and general $4,046

  • 13 · Office expenses

    total $1,075 · management and general $1,075

  • 16 · Occupancy

    total $6,600 · management and general $6,600

  • 17 · Travel

    total $14,857 · program services $14,804 · management and general $53

  • 23 · Insurance

    total $2,923 · management and general $2,923

  • 24a · Other expenses: LEADERSHIP EXPENSE/HONORS

    total $19,443 · program services $19,443

  • 24b · Other expenses: CLARK TRUST EXPENSE

    total $9,600 · program services $9,600

  • 24c · Other expenses: FRATERNAL COMMUNICATION

    total $3,903 · program services $3,903

  • 24d · Other expenses: MISCELLANEOUS

    total $931 · program services $931

  • 24e · All other expenses

    total $411 · program services $411

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $62,046 · end of year $26,236

  • 11 · Investments: publicly traded securities

    beginning of year $673,438 · end of year $955,872

  • 12 · Investments: other securities

    beginning of year $91,451

  • 28 · Net assets with donor restrictions

    beginning of year $826,935 · end of year $982,108

Mission and programs · 2023

Mission

TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.

  • TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.

    Expenses $47,442 · Grants $36,500

  • SOVEREIGN GRAND INSPECTOR GENERAL (SGIG) CONDUCTS LEADERSHIP COMMUNICATION AND EDUCATION ACTIVITIES WITH LOCAL VALLEYS THROUGHOUT THE STATE OF OREGON.

    Expenses $38,150

As filed on the 2023 return.

Listed in Part VII

  • Mel Lambert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles Adams

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Eckhard Gazow

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Johns

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • James Lamb

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
23 February 2024
IRS schema version
2023v4.0
Source object
202410739349301521

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