2024-11-04T08:49:58-06:00 2023-12-31 731049855 ENGELBACH ROBERTS & CO PLLC 4000 CLASSEN CTR STE 100C OKLAHOMA CITY OK 73118 990 2023-01-01 736105910 GUTHRIE SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION GUTH 4052821281 PO BOX 70 GUTHRIE OK 73044 GLEN CHANEY SECRETARY 4052821281 2024-11-01 1 0 DENNIS D GALYON P00265411 4055284000 2023 2024-10-15 13:58:12Z GLEN CHANEY PO BOX 70 GUTHRIE OK 73044 1676189 0 X GUTHRIESCOTTISHRITE.ORG X 1962 OK EDUCATIONAL AND CHARITABLE PURPOSES 11 9 0 0 0 0 60176 131899 0 0 -61978 33221 1635 1249 -167 166369 24950 23750 0 0 0 0 0 0 11617 618726 267996 643676 291746 -643843 -125377 6612669 7205126 0 0 6612669 7205126 X PROVIDE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO OTHERWISE WOULD NOT BE ABLE TO CONTINUE THEIR EDUCATION BEYOND HIGH SCHOOL, SUPPORT AND OPERATE THE CHILDHOOD LANGUAGE CLINIC AND PROTECT, PRESERVE, RESTORE, AND RENOVATE THE HISTORIC SCOTTISH RITE MASONIC TEMPLE OF GUTHRIE, OKLAHOMA. 0 0 23750 23750 SCHOLARSHIPS FOR UNDERGRADS, UNIVERSITIES, FINANCIAL AID, AND SPECIFIC ASSISTANCE FOR SPECIAL NEEDS STUDENTS. 75000 GUTHRIE SCOTTISH RITE CHARITABLE CHILDHOOD LANGUAGE CLINIC - SPEECH AND LANGUAGE SERVICES, 300 CHILDREN WERE PROVIDED AUDIOLOGICAL AND/OR SPEECH/LANGUAGE SERVICES DURING 2023. 109794 PRESERVATION AND RENOVATION OF THE SCOTTISH RITE MASONIC TEMPLE OF GUTHRIE, OKLAHOMA. 208544 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OK X THE ORGANIZATION 4052821281 PO BOX 70 GUTHRIE OK 73044 BRIAN PIERSON PRESIDENT 1.00 X X 0 0 0 ROBERT COOK VICE PRESIDENT 1.00 X X 0 0 0 JOHN D CHURCH RETIRED 12312023 SECRETARY 14.00 X X 0 56829 0 GENE MCKELVEY TREASURER 1.00 X X 0 0 0 DAVID SHORE DIRECTOR 1.00 X 0 0 0 JACK PAINTER DIRECTOR 1.00 X 0 0 0 JOHN L LOGAN DIRECTOR 1.00 X 0 0 0 ED WOOD DIRECTOR 1.00 X 0 0 0 DANIEL HANTTULA DIRECTOR 1.00 X 0 0 0 DOUGLAS DAVIS DIRECTOR 1.00 X 0 0 0 JOE R MANNING JR DIRECTOR 3.00 X 0 0 0 0 56829 0 0 0 0 0 0 131899 131899 158832 158832 1249 1249 1384209 1509820 -125611 -125611 -125611 166369 0 0 34470 23750 23750 10515 10515 560 482 78 390 336 54 PRESERVATION & RENOVATI 109794 109794 OSU RITE CARE CLINIC 75000 75000 OVERHEAD 68819 59211 9608 PLAQUES 1708 1708 1210 1041 169 291746 208544 71585 11617 78036 48804 153865 171549 531 140598 139966 1022 632 6379215 6984141 6612669 7205126 0 0 X 3407589 4000042 3205080 3205084 6612669 7205126 6612669 7205126 -125377 717834 0 X 0 1 X 0 0 X 534845 80771 382461 60176 131899 1190152 534845 80771 382461 60176 131899 1190152 562647 627505 388631 341468 286531 236153 160081 1412864 2603016 0.24110 0.27560 X 1. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 2,673 MEMBERS OF THE GUTHRIE SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICIT CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION PROVIDES GRANTS FOR OKLAHOMA STATE UNIVERSITY, STILLWATER OK RITECARE CLINIC - 300 CLIENTS WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES FOR THE YEAR ENDED DECEMBER 31, 2023.3. 19 SCHOLARSHIPS WERE PROVIDED TO DESERVING YOUNG PEOPLE WHO DESIRE TO FURTHER THEIR EDUCATION BEYOND THE HIGH SCHOOL LEVEL. THE SELECTION COMMITTEE INCLUDES MEMBERS WHO REPRESENT THE GUTHRIE COMMUNITY AND SCHOOL SYSTEM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3410347 80818 56845 3548010 4545281 12476 -1147410 3410347 4400936 13694 130651 4545281 4821502 9960 -430526 4400936 5238101 55518 285355 757472 4821502 0.09760 0.90240 0 0 140598 139966 632 632 X 884203 717834 717834 166369 0 166369 291746 0 291746 0 291746 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR OPERATION OF THE CHILDHOOD LANGUAGE CLINIC, SCHOLARSHIPS FOR COLLEGE STUDENTS, AND RENOVATION AND UPKEEP OF THE SCOTTISH RITE MASONIC TEMPLE OF GUTHRIE, OKLAHOMA THAT IS ON THE NATIONAL REGISTER OF HISTORIC PLACES. PART X, LINE 2: THE FOUNDATION EVALUATES, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, INCLUDING THE FOUNDATON'S TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THROUGH THE FOUNDATION'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2023 WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2020, ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. 1 SCHOLARSHIPS FOR UNIVERSITIES TO BE GIVEN TO STUDENTS IN THE GUTHRIE SCOTTISH RITE VALLEY AREA. 6 23750 SCHEDULE I, PART III COLLEGE SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE UNIVERSITIES AND/OR COLLEGES FOR THEM TO SELECT WHICH STUDENTS RECEIVE SUCH AWARDS. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE TRUSTEES OF THE FOUNDATION FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES OF THE FOUNDATION REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES THE TRUSTEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND LIST ANY CONFLICTS NOTED. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION'S OFFICE UPON REQUEST. ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF GUTHRIE & COORD BODIES PO BOX 70 GUTHRIE OK 73044 730268790 FRATERNAL ORGANIZATION AND OPERATION OF THE TEMPLE, A HISTORICAL FACILITY OK 501(C)(10) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF GUTHRIE & COORD BODIES O 146030 PERCENT OF TIME EXPENDED ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF GUTHRIE & COORD BODIES Q 18049 PERCENT OF TIME EXPENDED