Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
MASONIC CHARITY FOUNDATION
OF OKLAHOMA

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2406   Room/suite
City or town, state, and ZIP code
EDMOND, OK73083
A Employer identification number

73-6097262
B Telephone number (see page 10 of the instructions)

(405) 348-7500
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$77,888,854
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 295,653
2 Check bullet
3 Interest on savings and temporary cash investments 4,774 4,774  
4 Dividends and interest from securities...... 4,365,514 4,365,514  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -628,907
b Gross sales price for all assets on line 6a 39,491,176
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,519,120 1,433,735 85,385
12 Total. Add lines 1 through 11........ 5,556,154 5,804,023 85,385
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,360 8,669   99,691
14 Other employee salaries and wages...... 128,903     71,522
15 Pension plans, employee benefits....... 39,960     39,960
16a Legal fees (attach schedule)......... 12,312     12,312
b Accounting fees (attach schedule)....... 26,580     26,580
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 12     12
19 Depreciation (attach schedule) and depletion... 20,841    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,960     2,960
22 Printing and publications.......... 49,606     49,606
23 Other expenses (attach schedule)....... 301,649 158,290   143,359
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 691,183 166,959   446,002
25 Contributions, gifts, grants paid........ 3,405,366 3,405,366
26 Total expenses and disbursements. Add lines 24 and 25 4,096,549 166,959   3,851,368
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,459,605
b Net investment income (if negative, enter -0-) 5,637,064
c Adjusted net income (if negative, enter -0-)... 85,385
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 461,912 930,166 930,166
2 Savings and temporary cash investments.......... 284,486 284,486 284,486
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 55,213,779 Click to see attachment51,905,372 51,905,372
b Investments—corporate stock (attach schedule)........ 15,731,080 Click to see attachment24,407,541 24,407,541
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet633,801
Less: accumulated depreciation (attach schedule) bullet286,156 368,486 Click to see attachment347,645 347,645
15 Other assets (describe bullet) Click to see attachment13,644 Click to see attachment13,644 Click to see attachment13,644
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 72,073,387 77,888,854 77,888,854
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 5,185,603 10,672,632
25 Temporarily restricted................    
26 Permanently restricted................ 66,887,784 67,216,222
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 72,073,387 77,888,854
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 72,073,387 77,888,854
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 72,073,387
2 Enter amount from Part I, line 27a...................... 2 1,459,605
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,355,862
4 Add lines 1, 2, and 3.......................... 4 77,888,854
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 77,888,854
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2009-06-01 2010-07-01
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 39,491,176   40,120,083 -628,907
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -628,907
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -628,907
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009      
2008      
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3  
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 112,741
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 112,741
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 112,741
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 112,741
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletOK
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MCFOK.ORG
    14
    The books are in care ofbulletJOHN L LOGAN Telephone no.bullet (405) 348-7500
    Located atbulletPO BOX 2406EDMONDOK ZIP+4bullet73083
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    DAVID A RAYClick to see attachment PRESIDENT
    1.00
    0 0 0
    1302 CAMBRIDGE DRIVE
    SHAWNEE,OK74804
    JOHN L LOGANClick to see attachment ASST. SECRET
    40.00
    108,360 0 0
    PO BOX 2406
    EDMOND,OK73083
    GARY A DAVISClick to see attachment TREASURER
    1.00
    0 0 0
    620 WEST CHERRY STREET
    DRUMRIGHT,OK74030
    WARREN L MCCONNELLClick to see attachment DIRECTOR
    1.00
    0 0 0
    RT 1 BOX 21
    HENNESSEY,OK73742
    CHARLES KENT CALLAHANClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 1254
    BLANCHARD,OK73010
    WILLIAM J CLOUDClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 651
    BLANCHARD,OK73010
    ELWOOD M ISAACSClick to see attachment 2ND V.P.
    1.00
    0 0 0
    412 SUMMIT WAY
    NORMAN,OK73071
    KENNETH D BUCKLEYClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 656
    BEGGS,OK74421
    RICHARD E MASSADClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 60707
    OKLAHOMA CITY,OK73146
    RONALD J CHAMBERSClick to see attachment DIRECTOR
    1.00
    0 0 0
    8301 EAST LANSING STREET
    BROKEN ARROW,OK74014
    JOANN SHEPARDClick to see attachment DIRECTOR
    1.00
    0 0 0
    4305 HIDDEN HILL ROAD
    NORMAN,OK73072
    R KEITH MADDENClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 472150
    TULSA,OK74147
    CHARLES R BELKNAPClick to see attachment DIRECTOR
    1.00
    0 0 0
    2515 EDGEWOOD DRIVE
    ENID,OK73703
    JOHNNY D ONKSTClick to see attachment DIRECTOR
    1.00
    0 0 0
    3150 EAST 34TH STREET
    TULSA,OK74105
    ROBERT G DAVISClick to see attachment SECRETARY
    1.00
    0 0 0
    PO BOX 70
    GUTHRIE,OK73044
    CHARLES L STUCKEYClick to see attachment 1ST V.P.
    1.00
    0 0 0
    6099 RUSTIC ROAD
    PONCA CITY,OK74604
    ROBERT M DAVISClick to see attachment DIRECTOR
    1.00
    0 0 0
    85 LAKEVIEW DRIVE
    LAWTON,OK73507
    RONALD S COPPEDGEClick to see attachment DIRECTOR
    1.00
    0 0 0
    309 E 18TH STREET
    TISHOMINGO,OK73460
    GLENN E ALMYClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 321
    MANNFORD,OK74044
    RANDALL L ROGERSClick to see attachment DIRECTOR
    1.00
    0 0 0
    1100 S 14TH STREET
    MCALESTER,OK74501
    DAVID W ALLENClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 1019
    GUTHRIE,OK73044
    RICHARD SEWELLClick to see attachment DIRECTOR
    1.00
    0 0 0
    2417 SHADY GROVE COURT
    BARTLESVILLE,OK74006
    NEIL A STITTClick to see attachment DIRECTOR
    1.00
    0 0 0
    710 W BROADWAY
    ARDMORE,OK73401
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    TOMMY JOHNSTONClick to see attachment ACCOUNTANT
    40.00
    57,381    
    PO BOX 2406
    EDMOND,OK73083
    Total number of other employees paid over $50,000...................bullet 1
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    R V KUHNS & ASSOCIATES INVEST. CONSULT 56,250
    111 SW NAITO PARKWAY
    PORTLAND,OR97204
    Total number of others receiving over $50,000 for professional services.............bullet1
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    74,014,733
    b
    Average of monthly cash balances.......................
    1b
    1,558,654
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    4,648,850
    d
    Total (add lines 1a, b, and c).........................
    1d
    80,222,237
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    80,222,237
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    1,203,334
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    79,018,903
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    3,950,945
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,950,945
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    112,741
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    112,741
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,838,204
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    3,838,204
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    3,838,204
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,851,368
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,851,368
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    3,851,368
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 3,838,204
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 3,851,368
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2010 distributable amount..... 3,838,204
    e Remaining amount distributed out of corpus 13,164
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 13,164
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
     
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
     
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
     
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
     
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    13,164
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010.... 13,164
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    MASONIC CHARITY FOUNDATION OF OKLA
    PO BOX 2406
    EDMOND,OK73083
    (405) 348-7500
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION MUST BE MADE IN AN APPROVED FORMAT, AND MUST SPECIFY PURPOSE AND NEED.
    cAny submission deadlines:
    NO SPECIFIC DEADLINES ARE APPLICABLE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SUPPORT OF CHARITABLE, BENEVOLENT, EDUCATIONAL AND PHILANTHROPIC ORGANIZATIONS OR PURPOSES.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    OK ASSN AREAS AGCY AGING
    719 WEST MAINE
    ENID,OK737015413
      PUBLIC CHAR DIRECT SERVICES TO THE ELDERLY 747,910
    PREVENT BLINDNESS OK
    6 NE 63RD
    OKLAHOMA CITY,OK73105
      PUBLIC CHAR VISION SCREENING CHILDREN IN PUB SCH 150,000
    EAST CENTRAL UNIV FDN
    1100 E 14TH STREET
    ADA,OK74820
      HIGHER ED FD CULTURAL ENRICHMENT PROGRAM - HBFFAC 100,000
    NORTHEASTERN STATE FDN
    812 N CEDAR AVE
    TALEQUAH,OK744642406
      HIGHER ED FD SCHOLARSHIPS 100,000
    NORTHWESTERN STATE FDN
    709 OKLAHOMA BLVD
    ALVA,OK737172799
      HIGHER ED FD ACADEMIC ENRICHMENT SOCIAL SCIENCE 100,000
    SOUTHEASTERN STATE FDN
    1405 N 4TH AVENUE
    DURANT,OK747010609
      HIGHER ED FD PROFESSIONAL DEV. & LECTURESHIP 100,000
    SOUTHWESTERN STATE FDN
    100 CAMPUS DRIVE
    WEATHERFORD,OK730963098
      HIGHER ED FD GENERAL FOUNDATION SUPPORT 100,000
    UNIV CENTRAL OK FDN
    100 N UNIVERSITY DRIVE
    EVANS HALL 102
    EDMOND,OK73034
      HIGHER ED FD SERVICE LEARNING & CIVIC ENGAGEMENT 100,000
    PAYNE EDUCATION CENTER
    3240 WEST BRITTON ROAD
    OKLAHOMA CITY,OK73120
      PUBLIC CHAR OK TEACHER SCHOLARSHIPS - LITERACY 42,500
    OK ALLIANCE FOR ARTS ED
    PO BOX 1275
    JENKS,OK740371275
      PUBLIC CHAR DOE ARTS EXCELLENCE CEREMONY 7,200
    OK DEPT OF VET AFFAIRS
    304 E FAIRLANE
    SULPHUR,OK73086
      PUBLIC CHAR OPERATIONS OF SULPHUR VETERAN CTR 21,100
    GEORGE WASHINGTON MEM
    101 CALLAHAN DRIVE
    ALEXANDRIA,VA22301
      PUBLIC CHAR MAINT. OF MASONIC MEMORIAL IN DC 5,000
    GRAND LODGE OF OK
    102 S BROAD STREET
    GUTHRIE,OK730444910
      PUBLIC CHAR CHILD IDENTIFICATION PROGRAM (CHIP) 7,481
    JEREMIAH MITCHELL FUND
    LAKESIDE STATE BANK
    PO BOX 190
    OOLOGAH,OK74053
      PRIVATE FDN JEREMIAH MITCHELL MEDICAL EXPENSES 5,000
    OK DEMOLAY ASSOCIATION
    PO BOX 700451
    TULSA,OK741700451
      PUBLIC CHAR OK MASONIC YOUTH ORG ANNUAL DONATION 7,500
    OK JOB'S DAUGHTER TRUST
    PO BOX 2762
    EDMOND,OK73083
      PUBLIC CHAR OK MASONIC YOUTH ORG ANNUAL DONATION 7,500
    OK RAINBOW TRUST
    PO BOX 1459
    GUTHRIE,OK730441459
      PUBLIC CHAR OK MASONIC YOUTH ORG ANNUAL DONATION 7,500
    MASONIC SERVICE ASSN
    8120 FENTON STREET
    SILVER SPRING,MD209104785
      PUBLIC CHAR SUPPORT FOR DISASTER RELIEF, ETC. 3,563
    MASONIC CHARITY FDN
    MATCHING FUNDS PROGRAM
    PO BOX 2406
    EDMOND,OK730832406
      PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 1,571,005
    MASONIC CHARITY FDN
    PROMISES MATTER GRANT PROGRAM
    PO BOX 2406
    EDMOND,OK730832406
      PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 119,694
    MASONIC CHARITY FDN
    GRAND MASTER PROGRAM
    PO BOX 2406
    EDMOND,OK730832406
      PRIVATE FDN YOUTH PROGRAM - 2 RECIPIENTS 2,000
    MASONIC CHARITY FDN
    TEACHER OF THE YEAR
    PO BOX 2406
    EDMOND,OK730832406
      PRIVATE FDN 19 RECIPIENTS PLUS EXPENSES 24,892
    MASONIC CHARITY FDN
    STUDENTS & TEACHERS OF TODAY
    PO BOX 2406
    EDMOND,OK730832406
      PRIVATE FDN CERTIFICATES OF RECOGNITION PRINTING 4,139
    MASONIC CHARITY FDN
    SENIOR ESSAY CONTEST
    PO BOX 2406
    EDMOND,OK730832406
      PRIVATE FDN 22 RECIPIENTS PLUS EXPENSES 15,803
    MASONIC CHARITY FDN
    INDIVIDUAL SCHOLARSHIP YOUTH PROGRAM
    PO BOX 2406
    EDMOND,OK730832406
      PRIVATE FDN 83 RECIPIENTS 55,579
    Total .................................bullet 3a 3,405,366
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....         11,970
    3Interest on savings and temporary cash investments     14 4,774  
    4 Dividends and interest from securities....     14 4,365,514  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     15 1,433,735  
    8Gain or (loss) from sales of assets other than inventory     18 -628,907  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   5,248,531 11,970
    13Total. Add line 12, columns (b), (d), and (e)...................
    135,260,501
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    Employer identification number

    73-6097262
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    Employer identification number

    73-6097262
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    1
     
     

    CLYDE R EVANS ESTATE    
    BANK ONE INV MANAG GROUP
    PO BOX 1308  
    MILWAUKEE, WI   532011308

    $60,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    2
     
     

    RUSSELL FRANCIS BROWN ESTATE    
    PO BOX 1365
       
    EL RENO, OK   73036

    $129,336




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    3
     
     

    DOROTHY E HAYDEN ESTATE    
    4700 N W 23RD STREET SUITE 112
       
    OKLAHOMA CITY, OK   73107

    $5,434




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    4
     
     

    ROBERT G MORELAND REVOCABLE TRUST    
    400 MARKET AVENUE N SUITE 200
       
    CANTON, OH   44702

    $7,685




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    5
     
     

    ROBERT W RODDY ESTATE    
    1507 FOURTH AVENUE
       
    CANYON, TX   79015

    $25,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    6
     
     

    A J EASTWOOD TRUST    
    P O DRAWER 187
       
    WHEATLAND, WY   82201

    $36,081




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    Employer identification number

    73-6097262
    Part II
    Noncash Property (see Instructions)
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    Employer identification number

    73-6097262
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 26,580     26,580

    TY 2010 CompensationExplanation
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Person Name Explanation
    DAVID A RAY  
    JOHN L LOGAN  
    GARY A DAVIS  
    WARREN L MCCONNELL  
    CHARLES KENT CALLAHAN  
    WILLIAM J CLOUD  
    ELWOOD M ISAACS  
    KENNETH D BUCKLEY  
    RICHARD E MASSAD  
    RONALD J CHAMBERS  
    JOANN SHEPARD  
    R KEITH MADDEN  
    CHARLES R BELKNAP  
    JOHNNY D ONKST  
    ROBERT G DAVIS  
    CHARLES L STUCKEY  
    ROBERT M DAVIS  
    RONALD S COPPEDGE  
    GLENN E ALMY  
    RANDALL L ROGERS  
    DAVID W ALLEN  
    RICHARD SEWELL  
    NEIL A STITT  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DEPRECIATION           20,841      

    TY 2010 EmployeeCompensationExpln
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Employee Explanation
    TOMMY JOHNSTON  

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 24,407,541 24,407,541

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    US Government Securities - End of Year Book Value:

    51,905,372
    US Government Securities - End of Year Fair Market Value:

    51,905,372
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2010 LandEtcSchedule2
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING, PARKING LOT, AND AUTOS 410,443 222,501 187,942 187,942
    EQUIPMENT 75,901 63,655 12,246 12,246
    LAND 147,457   147,457 147,457


    TY 2010 LegalFeesSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 12,312      


    TY 2010 OtherAssetsSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER ASSETS 13,644 13,644 13,644


    TY 2010 OtherExpensesSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE 72,481     72,481
    PROPERTY MAINTENANCE 16,806     16,806
    MISCELLANEOUS EXPENSE 8,127 7,391   736
    CONTRACT LABOR 7,500     7,500
    COMPUTER EXPENSE 6,349     6,349
    UTILITIES 9,783     9,783
    MANAGEMENT FEE 150,899 150,899    
    MEMBERSHIPS 500     500
    TRAINING 875     875
    TELEPHONE 4,062     4,062
    POSTAGE 3,771     3,771
    OFFICE SUPPLIES 2,767     2,767
    BANK CHARGES 27     27
    EQUIPMENT REPAIRS 4,962     4,962
    BENEFITS PAID TO MEMBERS 88     88
    FUNDRAISING EXPENSE 12,652     12,652


    TY 2010 OtherIncomeSchedule2
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      11,970   11,970
      1,433,735 1,433,735  
      73,415   73,415


    TY 2010 OtherIncreasesSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Description Amount
    NET UNREALIZED GAINS/LOSS IN INVESTMENTS 4,355,862


    TY 2010 TaxesSchedule
    Name:
    MASONIC CHARITY FOUNDATION
    OF OKLAHOMA
    EIN: 73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL-ESTATE TAXES 12     12