Nonprofit · EIN 38-2623713
MICHIGAN SCOTTISH RITE FUND
Tax-exempt (reinstated) · SHELBY TWP, MI 48316
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $164,496 | $98,808 | $65,688 | $1,452,379 | $0 | $1,452,379 |
| July 31, 2024 | 990-PF | $131,610 | $78,482 | $53,128 | $1,388,411 | $0 | $1,388,411 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $11,200
- Dividends
- $50,825
- Net gain from sales of assets
- $91,814
- Other income
- $10,657
Expenses
- Grants and similar amounts paid
- $88,100
- Disbursements for charitable purposes
- $98,808
- Excise tax on investment income
- $1,983
Balance sheet and other
- Total assets, start of year
- $1,388,411
- Total assets, end of year
- $1,452,379
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,452,379
- Fair market value of assets
- $2,013,507
- Qualifying distributions
- $98,808
- Net investment income
- $142,639
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Walter F Wheeler 907 Monroe Street, Dearborn, MI 48124 | President | 1 | $0 |
| David G Boring 907 Monroe street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Jacob J Hayrynen 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Fred R Jex 6667 Yarborough Drive, Shelby Township, MI 483163474 | Treasurer | 3 | $0 |
| Gerald F Thorp 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| William Dover 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Erwin ODell 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Marshbanks Timothy 607 Monroe Street, Dearborn, MI 48124 | Vice-President | 3 | $0 |
| Crosby David 607 Monroe Street, Dearborn, MI 48124 | Secretary | 1 | $0 |
| Engle Barrett 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
| Schmitz Todd 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
| Hapworth Scott 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
| Finazzo Michael 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
990-PF for the year ended July 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Walter F Wheeler 907 Monroe Street, Dearborn, MI 48124 | President | 1 | $0 |
| David G Boring 907 Monroe street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Jacob J Hayrynen 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Fred R Jex 6667 Yarborough Drive, Shelby Township, MI 483163474 | Treasurer | 3 | $0 |
| Gerald F Thorp 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| William Dover 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Erwin ODell 907 Monroe Street, Dearborn, MI 48124 | Vice-President | 1 | $0 |
| Marshbanks Timothy 607 Monroe Street, Dearborn, MI 48124 | Vice-President | 3 | $0 |
| Crosby David 607 Monroe Street, Dearborn, MI 48124 | Secretary | 1 | $0 |
| Engle Barrett 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
| Schmitz Todd 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
| Hapworth Scott 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
| Finazzo Michael 607 Monroe Street, Dearborn, MI 48124 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6667 YARBOROUGH DR, SHELBY TWP, MI 48316-3474
- In care of
- % FRED R JEX
- Signed the 990-PF
- FRED R JEX, Treasurer
- Phone
- (586) 286-2171
- Website
- www.aasrmi.orgcmsdonate
- Return prepared by
- KARPUS SCOTT & COMPANY 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 38-2623713
- 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
- 2012
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,452,379
- Income (IRS master file)
- $213,645
Revocation and reinstatement
- Exemption revoked
- December 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective October 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $164,496 | $98,808 | $1,452,379 | IRS |
| 990-PF | July 2024 | $131,610 | $78,482 | $1,388,411 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | 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 38-2623713).
Questions about MICHIGAN SCOTTISH RITE FUND
- What is the EIN of MICHIGAN SCOTTISH RITE FUND?
- The employer identification number (EIN) of MICHIGAN SCOTTISH RITE FUND is 38-2623713.
- Is MICHIGAN SCOTTISH RITE FUND tax-exempt?
- Yes. The IRS revoked its exemption on December 15, 2010 and reinstated it effective October 15, 2011.
- Are donations to MICHIGAN SCOTTISH RITE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHIGAN SCOTTISH RITE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHIGAN SCOTTISH RITE FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHIGAN SCOTTISH RITE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of MICHIGAN SCOTTISH RITE FUND?
- The 990-PF for the year ended July 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does MICHIGAN SCOTTISH RITE FUND have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $164,496, expenses of $98,808 and total assets of $1,452,379 at year end.
Other nonprofits in SHELBY TWP
- FRIENDS OF FOSTER KIDS EIN 26-3886394 · last filed 990 for 2025
- THE FRANK AND ETHEL BRESTO FAMILY FOUNDATION EIN 38-3632669 · last filed 990-PF for 2025
- MALESIA E MADHE ASSOCIATION EIN 11-3727017 · last filed 990-EZ for 2025
- KOSANKE FAMILY CHARITABLE FOUNDATION EIN 92-3373064 · last filed 990-PF for 2025
- SHELBY TOWNSHIP POLICE BENEVOLENT ASSOCIATION EIN 93-3090910 · last filed 990-EZ for 2025
- CHRIS AND MICHELLE PEYERK FOUNDATION EIN 81-4641261 · last filed 990-PF for 2025
- GEORGE FOUNDATION EIN 20-5524229 · last filed 990-PF for 2024
- ADAM WILSON ART AND MUSIC SCHOLARSHIP FUND EIN 61-1802429 · last filed 990-N for 2025
All nonprofits in SHELBY TWP · Michigan · Philanthropy, voluntarism and grantmaking foundations