2025-10-06T07:28:47-05:00 2025-03-31 371206530 SCHEFFEL BOYLE 222 EAST MAIN STREET BELLEVILLE IL 62220 990 2024-04-01 376078284 ILLINOIS SCOTTISH RITE FUND ILLI 7083350900 11508 183RD ST ORLAND PARK IL 60467 GREGORY L CLARK PRESIDENT 7083350900 2025-08-21 1 1 DALE B HOLTMANN CPA P00493015 6182778100 2025-08-21 2024 2025-03-06 01:10:19Z GREGORY L CLARK 1109 E MONROE BLOOMINGTON IL 61701 1235649 0 X N/A X 1967 IL TO PROVIDE SCHOLARSHIPS FOR NURSING AND ALLIED MEDICAL PROFESSIONS. 18 16 0 0 0 0 231761 82079 0 0 873530 1079467 0 0 1105291 1161546 672640 686722 0 0 0 0 0 0 0 11781 28943 684421 715665 420870 445881 17164165 17245376 0 0 17164165 17245376 ILLINOIS SCOTTISH RITE MASONS PROVIDE SCHOLARSHIPS TO HELP INDIVIDUALS BETTER THEMSELVES THROUGH THE PURSUIT OF KNOWLEDGE. 0 0 684943 686722 1161546 SCHOLARSHIPS PAID TO VARIOUS EDUCATIONAL INSTITUTIONS FOR HEALTH RELATED AND OTHER FIELDS. 684943 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X CHARLES SMITH 7084783400 11508 WEST 183RD ST ORLAND PARK IL 60467 X GREGORY L CLARK PRESIDENT 2.00 X X 0 0 0 G NICOLAUS GRAFF VICE-PRESIDENT 2.00 X X 0 0 0 CHARLES G SMITH TREASURER 4.00 X X 0 0 0 BARRY D WEER SECRETARY 2.00 X X 0 0 0 DAVID KELM GENERAL COUNSEL 1.00 X 0 0 0 CRAIG KENNEDY DIRECTOR 1.00 X 0 0 0 ANTHONY CRACCO DIRECTOR 1.00 X 0 0 0 DANNY LEIFEL ASSISTANT TREASURER 1.00 X 0 0 0 BRIAN OWEN DIRECTOR 1.00 X 0 0 0 RANDALL BAKER DIRECTOR 1.00 X 0 0 0 ROY GROBE DIRECTOR 1.00 X 0 0 0 EVAN MOORE DIRECTOR 1.00 X 0 0 0 HENRY HAISCH DIRECTOR 1.00 X 0 0 0 JOSH TOSH DIRECTOR 1.00 X 0 0 0 JAMIE EMERY DIRECTOR 1.00 X 0 0 0 JOEL RICHARDSON DIRECTOR 1.00 X 0 0 0 STEVEN ZOELZER DIRECTOR 1.00 X 0 0 0 JEFFREY ESTES DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 82079 82079 299123 299123 854447 74103 780344 780344 780344 1161546 780344 0 299123 686722 686722 8000 8000 21000 21000 1722 1722 MISCELLANEOUS -1779 -1779 715665 684943 30722 0 155660 151456 906433 957043 248422 246422 248422 15855650 15888455 17164165 17245376 0 0 X 16964165 17045376 200000 200000 17164165 17245376 17164165 17245376 445881 -364670 0 X X 0 0 0 X 57642 762065 263209 231761 82079 1396756 57642 762065 263209 231761 82079 1396756 980432 416324 181481 189825 222090 260165 299123 1152684 2549440 0.16330 0.16360 X PART II LINE 18 WE ARE PROVIDING THIS LETTER AS EVIDENCE TO SUPPORT THE FUND'S DESIGNATION AS A PUBLIC CHARITY. THE FACTS AND CIRCUMSTANCES WHICH SUGGEST THAT THE FUND HAS AND WILL CONTINUE OPERATING AS A PUBLIC CHARITY ARE WELL DOCUMENTED THROUGHOUT THE FUND'S 58 YEAR HISTORY. "THE FUND HAS ATTAINED AN EXTENSIVE PORTFOLIO OF FUNDS THROUGH THE ACCUMULATION OF PUBLIC FUNDS OVER THE 58 YEARS OF THE FUNDS EXISTENCE. THESE FUNDS ARE ALL A RESULT OF PRIOR YEARS PUBLIC DONATION AND THE BENEFIT OF STRATEGIC INVESTING. "THE FUND IS CURRENTLY, AND WILL CONTINUE TO BE GOVERNED AND SUPPORTED EXCLUSIVELY BY VOLUNTEERS; MANY OF WHOM HOLD PROFESSIONAL POSITIONS IN SOCIETY WHICH DEMAND HIGH LEVELS OF INTEGRITY AND CHARACTER SUCH AS ELECTED OFFICIALS, JUDGES, DOCTORS, AND OTHER COMMUNITY LEADERS. THE CONTRIBUTIONS RECEIVED FOR THE PREVIOUS TWO YEARS DID EXCEED THE 33% OF ITS TOTAL REVENUE SO THE ORGANIZATION HAS SATISFIED THE 33% OF TOTAL SUPPORT FOR THE PAST TWO YEARS. "THE INVESTMENTS OWNED BY THE FUND HAVE BEEN PURCHASED THROUGH THE USE OF PUBLIC FUNDS OVER THE COURSE OF ITS EXISTENCE. THE CURRENT PERCENTAGE OF SUPPORT FROM PUBLIC SOURCES IS LOW BECAUSE THE ORGANIZATION RECEIVES A HIGH PERCENTAGE OF TOTAL SUPPORT FROM INVESTMENT INCOME ON ITS ENDOWMENT FUNDS. 57 YEARS OF PUBLIC SUPPORT HAS BEEN CONTINUALLY REINVESTED AND GROWN TO A LEVEL WHICH MAY SELF-SUFFICIENTLY PRODUCE OVER A HALF-MILLION DOLLARS EACH YEAR IN SCHOLARSHIPS TO STUDENTS SEEKING HIGHER EDUCATION. "THE FUND IS OPERATED EXCULSIVELY FOR THE EXEMPT PURPOSE OF FURTHERING EDUCATION TO STUDENTS SEEKING DEGREES FROM INSTITUTIONS OF HIGHER EDUCATION. OVER THE PAST 5 YEARS, THE FUND HAS GIVEN CLOSE TO 3 MILLION DOLLARS IN SCHOLARSHIPS. THIS EQUATES TO OVER 97% OF THE FUND'S EXPENSES DIRECTLY SUPPORTING EDUCATIONAL SCHOLARSHIPS. THE REMAINING 3% ARE OPERATING EXPENSES REQUIRED TO MAINTAIN THE FUND. NO PERSONAL SALARIES OR DISTRIBUTIONS HAVE EVER BEEN MADE TO PRIVATE SHAREHOLDERS OR INDIVIDUALS IN CONNECTION WITH THE FUND. PLEASE ALLOW THE FUND THROUGH THEIR FISCAL YEAR ENDING MARCH 31, 2026, TO CONTINUE THEIR EFFORTS AND CORRECT THE SITUATION CONCERNING PUBLIC SUPPORT. PLEASE EXAMINE THE INFORMATION PROVIDED AND ACCEPT FORM 990 AS FILED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 248422 248422 248422 1 SCHOLARSHIPS 366 686722 PART I, LINE 2: ALL SCHOLARSHIP MONEY IS PAID DIRECTLY TO INSTITUTIONS OF HIGHER LEARNING FOR SPECIFIC STUDENT'S TUITION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TREASURER REVIEWS THE FORM 990. COPIES OF THE FORM 990 ARE THEN REVIEWED BY BOARD MEMBERS. BOARD MEMBERS CAN ASK QUESTIONS OF THE TREASURER AND THE ORGANIZATION'S ATTORNEY AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH IS FILED WITH THE SECRETARY OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS