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Nonprofit · EIN 23-7627104

SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA

Tax-exempt · BIRMINGHAM, AL 35210

Financials

$5K$2K2023$10K$3K2024$8K$2K2025
Revenue Expenses · by fiscal year end
Financials of SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,295$2,334$5,961$116,256$0$116,256
December 31, 2024990-EZ$9,502$2,591$6,911$109,077$0$109,077
December 31, 2023990-EZ$4,708$2,109$2,599$97,559$0$97,559
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,418
Dividends
$6,865
Net gain from sales of assets
$12

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$93

Balance sheet and other

Total assets, start of year
$109,078
Total assets, end of year
$116,256
Total liabilities, end of year
$0
Net assets, end of year
$116,256
Fair market value of assets
$116,256
Net investment income
$6,877

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
JON MICHAEL TAYLOR
2081 ALTON ROAD, BIRMINGHAM, AL 35210
DEPUTY1$0
JOHN LEE
2081 ALTON ROAD, BIRMINGHAM, AL 35210
TREASURER1$0
STEVE RUSK
2081 ALTON ROAD, BIRMINGHAM, AL 35210
GENERAL SECRETARY1$0
DAN WILLIAMS
2081 ALTON ROAD, BIRMINGHAM, AL 35210
PRESIDENT1$0
GARY DONALDSON
2081 ALTON ROAD, BIRMINGHAM, AL 35210
VICE PRESIDENT1$0
990-EZ for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
TERRY WESTERDEPUTY1$0
JOHN LEETREASURER1$0
TIM VAUGHANGENERAL SECRETARY1$0
DAN WILLIAMSPRESIDENT1$0
GARY DONALDSONVICE PRESIDENT1$0
990-EZ for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
TERRY WESTERDEPUTY1$0
JOHN LEETREASURER1$0
TIM VAUGHANGENERAL SECRETARY1$0
DAN WILLIAMSPRESIDENT1$0
GARY DONALDSONVICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
PO BOX 101235, BIRMINGHAM, AL 35210-6235
Signed the 990-PF
JOEL BRYANT, GENERAL SECRETARY
Phone
(205) 957-2424
Return prepared by
HUNER & CYR PC

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-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
23-7627104
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
1974
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$116,256
Income (IRS master file)
$8,336

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,295$2,334$116,256XML
990-EZDecember 2024$9,502$2,591$109,077IRS
990-EZDecember 2023$4,708$2,109$97,559XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 23-7627104).

Questions about SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA

What is the EIN of SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA?
The employer identification number (EIN) of SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA is 23-7627104.
Is SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA file?
Form 990-PF. Private foundations file every year.
When is the next return of SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA 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 SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA 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 SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM ORIENT OF ALABAMA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,295, expenses of $2,334 and total assets of $116,256 at year end.

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