2025-10-13T08:35:35-05:00 2024-12-31 731049855 ENGELBACH ROBERTS & CO PLLC 4000 CLASSEN CTR STE 100C OKLAHOMA CITY OK 73118 990 2024-01-01 736102862 MCALESTER SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION MCAL 9184236360 P O BOX 609 MCALESTER OK 74502 MICHAEL A EBERT SECRETARY 9184236360 2025-10-13 1 1 DENNIS D GALYON P00265411 4055284000 2024 2025-03-06 01:10:19Z MICHAEL A EBERT P O BOX 609 MCALESTER OK 74502 1304797 0 X MCALESTERSCOTTISHRITE.ORG X 1962 OK EDUCATIONAL AND CHARITABLE PURPOSES 14 12 0 0 0 0 76413 78164 0 0 104767 352863 17701 5910 198881 436937 40204 40431 0 0 45666 46467 0 0 17783 212679 347467 298549 434365 -99668 2572 8919964 9574892 0 0 8919964 9574892 PROVIDE SCHOLARSHIPS TO STUDENTS WHO OTHERWISE WOULD NOT BE ABLE TO CONTINUE THEIR EDUCATION WITHOUT SUCH SCHOLARSHIP ASSISTANCE AND SUPPORT AND OPERATE THE CHILDHOOD LANGUAGE CLINIC. 0 0 40431 40431 SCHOLARSHIPS FOR UNDERGRADS, FINANCIAL AID, AND SPECIFIC ASSISTANCE FOR SPECIAL NEEDS STUDENTS 75000 20213 CHILDHOOD LANGUAGE CLINIC- HELPS CHILDREN BY PROVIDING DIAGNOSTIC EVALUATION AND TREATMENT FOR SPEECH AND LANGUAGE DISORDERS AS WELL AS LEARNING DISABILITIES. 237992 TEMPLE RESTORATION- REPAIR, MAINTAIN AND PRESERVE THE HISTORIC TEMPLE. 353423 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OK X THE ORGANIZATION 9184236360 P O BOX 609 MCALESTER OK 74502 G DAVE DONATHAN III PRESIDENT 2.00 X X 0 0 0 BRETT CABLE VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL A EBERT GENERAL SECRETARY 20.00 X X 0 57862 0 WILLIAM C COX TRUSTEE 2.00 X 0 0 0 JACK B INMAN TRUSTEE 1.00 X 0 0 0 N WADE MASSEY TRUSTEE 1.00 X 0 0 0 PHILLIP JOHNSON TRUSTEE 1.00 X 0 0 0 JEREMY WARREN TRUSTEE 1.00 X 0 0 0 HARRISON I BARTLETT II TRUSTEE 1.00 X 0 0 0 GREGORY J STEIDLEY TRUSTEE 1.00 X 0 0 0 MIKE ECHOLS TRUSTEE 1.00 X 0 0 0 PAUL LARCADE TRUSTEE 1.00 X 0 0 0 BRYAN PUMPHREY TRUSTEE 1.00 X 0 0 0 JOE R MANNING JR TRUSTEE 1.00 X 0 0 0 0 57862 0 0 0 0 0 0 78164 78164 213031 213031 5910 5910 1007692 867860 139832 139832 139832 436937 0 0 358773 40431 40431 29597 29597 14606 14606 2264 2264 9797 9797 389 292 97 10478 9209 952 317 PRESERVE AND RENOVATE T 163381 163381 MCALESTER RITECARE CLIN 75000 75000 ADMINISTRATIVE FEES 67020 50265 16755 UTILITIES 18895 18895 2507 40 1853 614 434365 353423 63159 17783 7860 7860 708146 747246 38954 41394 142970 140019 3340 2951 8094480 8704384 53856 57729 13328 13328 8919964 9574892 0 0 X 7364922 7999744 1555042 1575148 8919964 9574892 8919964 9574892 2572 652356 0 X 0 1 X 0 0 X 76898 88561 63061 76413 78164 383097 76898 88561 63061 76413 78164 383097 179783 203314 172514 246658 270960 207732 235641 1133505 1516602 0.13410 0.14020 X 1. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,806 MEMBERS OF THE MCALESTER SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICIT CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION PROVIDES GRANTS TO A CHILDHOOD LANGUAGE CLINIC FOR THE HEARING IMPAIRED LOCATED IN MCALESTER, OKLAHOMA. THERE WERE 652 SERVICES RENDERED AT THESE FACILITIES.3. 10 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 MCALESTER COMMUNITY AND SCHOOL SYSTEM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3544412 42749 239654 40431 45762 3740622 3329214 42651 250170 40204 37419 3544412 4271340 40803 -897835 48145 36949 3329214 4221210 46347 97762 43000 50979 4271340 2939589 43990 1329194 53757 37806 4221210 0.58220 0.41740 0.00040 0 0 142970 140019 2951 2951 X 1089293 652356 652356 436937 0 436937 434365 0 434365 0 434365 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE CHILDHOOD LANGUAGE CLINIC, TEMPLE RESTORATION, AND PROVIDE SCHOLARSHIPS FOR COLLEGE STUDENTS. PART X, LINE 2: THE FOUNDATION EVALUATES AND ACCOUNTS FOR THEIR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, INCLUDING THE FOUNDATION'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, 2024 AND 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, 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. 1 SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE. 10 40431 PART I, LINE 2: PART III, COLLEGE SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE UNIVERSITY AND/OR COLLEGES FOR STUDENTS SELECTED TO RECEIVE SUCH AWARDS AFTER PROOF OF ENROLLMENT HAS BEEN PROVIDED TO THE FOUNDATION. 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 ANNUALLY THE TRUSTEES OF THE FOUNDATION ARE TO REVIEW THE CONFLICT OF INTEREST STATEMENT AND DETERMINE IF THERE ARE ANY CONFLICTS THAT SHOULD BE 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 FREE MASONRY VALLEY OF MCALESTER P O BOX 609 MCALESTER OK 74502 237269478 FRATERNAL ORGANIZATION AND OPERATION OF THE TEMPLE, A HISTORICAL FACILITY OK 501(C)(10) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF MCALESTER O 48061 PERCENTAGE OF TIME EXPENDED ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF MCALESTER N 37920 PERCENTAGE OF USE