Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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 or province, country, and ZIP or foreign postal code
EDMOND, OK73083
A Employer identification number

73-6097262
B Telephone number (see instructions)

(405) 348-7500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$91,068,623J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 161,162
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,884 3,884  
4 Dividends and interest from securities... 2,730,031 2,730,031  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 6,502,271
b Gross sales price for all assets on line 6a 102,473,141
7 Capital gain net income (from Part IV, line 2)... 6,502,930
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)....... Click to see attachment 1,217,270 1,217,060 210
12 Total. Add lines 1 through 11........ 10,614,618 10,453,905 210
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 173,144 17,314 0 155,830
14 Other employee salaries and wages...... 158,106 0 0 158,106
15 Pension plans, employee benefits....... 698,374 0 0 698,316
16a Legal fees (attach schedule)......... Click to see attachment 16,783 0 0 16,783
b Accounting fees (attach schedule)....... Click to see attachment 20,777 0 0 20,777
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 182,153 182,153 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 19,421 19,421 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,353 0 0 3,353
22 Printing and publications.......... 44,510 0 0 44,510
23 Other expenses (attach schedule)....... Click to see attachment 361,360 266,651 0 94,709
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,677,981 485,539 0 1,192,384
25 Contributions, gifts, grants paid....... 5,936,246 5,936,246
26 Total expenses and disbursements. Add lines 24 and 25 7,614,227 485,539 0 7,128,630
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,000,391
b Net investment income (if negative, enter -0-) 9,968,366
c Adjusted net income (if negative, enter -0-)... 210
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 2,737,477 1,749,126 1,749,126
2 Savings and temporary cash investments......... 284,485 284,486 284,486
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 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) 28,293,444 Click to see attachment27,716,209 27,716,209
b Investments—corporate stock (attach schedule)....... 60,728,327 Click to see attachment53,304,648 53,304,648
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).......... 8,441,023 Click to see attachment7,525,939 7,525,939
14 Land, buildings, and equipment: basis bullet662,869
Less: accumulated depreciation (attach schedule) bullet322,130 301,673 Click to see attachment340,739 488,196
15 Other assets (describe bullet) Click to see attachment19 Click to see attachment19 Click to see attachment19
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 100,786,448 90,921,166 91,068,623
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 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 12,831,322 4,823,678
25 Temporarily restricted...............    
26 Permanently restricted............... 87,955,126 86,097,488
Foundations that do not follow SFAS 117, check here 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 instructions)..... 100,786,448 90,921,166
31 Total liabilities and net assets/fund balances (see instructions). 100,786,448 90,921,166
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
100,786,448
2
Enter amount from Part I, line 27a .....................
2
3,000,391
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
103,786,839
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,865,673
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
90,921,166
Form 990-PF (2018)
Form 990-PF (2018)
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    
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 102,473,141   95,970,211 6,502,930
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       6,502,930
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 6,502,930
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 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 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))
2017 3,977,467 105,034,775 0.037868
2016 4,510,375 91,597,114 0.049241
2015 4,550,558 92,621,554 0.049131
2014 4,566,346 92,096,884 0.049582
2013 4,459,005 88,047,194 0.050643
2
Total of line 1, column (d) .....................
2
0.236465
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047293
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
104,168,904
5
Multiply line 4 by line 3......................
5
4,926,460
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
99,684
7
Add lines 5 and 6........................
7
5,026,144
8
Enter qualifying distributions from Part XII, line 4,.............
8
7,128,630
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.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 99,684
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 0
3 Add lines 1 and 2........................... 3 99,684
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 99,684
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 152,354
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 152,354
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 52,670
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet52,670 RefundedBullet 11 0
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 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    1c
     
    No
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? See 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 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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
    WILLIAM J CLOUD PRESIDENT
    1.00     		0 0 0
    PO BOX 651
    BLANCHARD,OK73010
    NEIL STITT 1ST VICE PRESIDENT
    1.00     		0 0 0
    710 W BROADWAY
    ARDMORE,OK73401
    CHARLES CALLAHAN 2ND VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 1254
    BLANCHARD,OK73010
    ELWOOD ISAACS TREASURER
    1.00     		0 0 0
    412 SUMMIT WAY
    NORMAN,OK73071
    ROBERT DAVIS SECRETARY
    1.00     		0 0 0
    411 E NOBLE
    GUTHRIE,OK73044
    JOHN LOGAN EXECUTIVE DIRECTOR
    40.00     		173,144 0 0
    13913 KIRKLAND RIDGE
    EDMOND,OK73013
    GARY DAVIS DIRECTOR
    1.00     		0 0 0
    620 W CHERRY STREET
    DRUMRIGHT,OK74030
    CHARLES STUCKEY DIRECTOR
    1.00     		0 0 0
    132 ROADDRUNNER DRIVE
    PONCA CITY,OK74604
    BEDFORD FORREST ROWLAND DIRECTOR
    1.00     		0 0 0
    1104 CANTERBURY BLVD
    ALTUS,OK73521
    RONALD COPPEDGE DIRECTOR
    1.00     		0 0 0
    309 E 18TH STREET
    TISHOMINGO,OK73460
    DAVID ALLEN DIRECTOR
    1.00     		0 0 0
    3107 MAGNOLIA CT
    SAND SPRINGS,OK74063
    RANDALL ROGERS DIRECTOR
    1.00     		0 0 0
    13040 SHIRLEY LANE
    CHOCTAW,OK73020
    D RIDGE SMITH DIRECTOR
    1.00     		0 0 0
    PO BOX 851123
    YUKON,OK73085
    BOBBY LAWS DIRECTOR
    1.00     		0 0 0
    1202 N HUDSON
    ALTUS,OK73521
    RONALD CHAMBERS DIRECTOR
    1.00     		0 0 0
    8301 E LANSING STREET
    BROKEN ARROW,OK74014
    LANNY SANDER DIRECTOR
    1.00     		0 0 0
    PO BOX 141
    SEILING,OK73663
    JOHN ALLFORD DIRECTOR
    1.00     		0 0 0
    PO BOX 3361
    MSALESTER,OK74502
    DAVID RAY DIRECTOR
    1.00     		0 0 0
    11921 MAPLE VALLEY DRIVE
    OKLAHOMA CITY,OK73170
    R KEITH MADDEN DIRECTOR
    1.00     		0 0 0
    12107 E 69TH ST N
    OWASSO,OK74055
    JOANN SHEPPARD DIRECTOR
    1.00     		0 0 0
    4305 HIDDEN HILL ROAD
    NORMAN,OK73072
    RICHARD ALLISON DIRECTOR
    1.00     		0 0 0
    2502 WILDWOOD
    ENID,OK73703
    MATTHEW CARGILL DIRECTOR
    1.00     		0 0 0
    16482 S HARVARD AVE
    BIXBY,OK74008
    JACK PAINTER DIRECTOR
    1.00     		0 0 0
    19498 E 650 RD
    HENNESSEY,OK73742
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
    JULIE TOBEN CFO
    40.00     		80,000 4,285 0
    PO BOX 2406
    EDMOND,OK73083
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SELLWOOD CONSULTING INVESTMENT CONSULTING 79,293
    6650 S REDWOOD LANDE STE 370
    PORTLAND,OR97224
    UBS TRUMBULL FINANCIAL/INVESTMENT ADVISORY 60,607
    10 STATE HOUSE SQUARE 15TH FLOOR
    HARTFORD,CT06103
    BECKER CAPITAL MANAGEMENT FINANCIAL/INVESTMENT ADVISORY 51,447
    1211 SW 5TH AVE STE 2185
    PORTLAND,OR97204
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see 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
    94,775,315
    b
    Average of monthly cash balances.......................
    1b
    2,816,758
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,163,159
    d
    Total (add lines 1a, b, and c).........................
    1d
    105,755,232
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    105,755,232
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,586,328
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    104,168,904
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,208,445
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,208,445
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    99,684
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    99,684
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,108,761
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,108,761
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,108,761
    Part XII
    Qualifying Distributions (see 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
    7,128,630
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    7,128,630
    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 instructions.................
    5
    99,684
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,028,946
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 5,108,761
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,266,362
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 7,128,630
    a Applied to 2017, but not more than line 2a 2,266,362
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 4,862,268
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		246,493
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see 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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MASONIC CHARITY FOUNDATION OF OKLAH
    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 APPORVED 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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    MASONIC INFORMATION CENTER
    8120 FENTON STREET
    SILVER SPRING,MO209104785     		  PUBLIC CHARITY SUPPORT OF MASONIC EDUCATION TO PUBL 1,500
    GRACE CHILD DEVELOPMENT CENTER
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN 1 RECIPIENTS PLUS EXPENSES FOR CHARITABLE CARE 5,000
    MCF'S STUDENT AND TEACHER OF TODAY PROGRAMS
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 5,139
    MASONIC SERVICE ASSN
    8125 FENTON STREET
    SILVER SPRING,MD209104785     		  PUBLIC CHARITY SUPPORT FOR DISASTER RELIEF, ETC. 5,176
    LAWTON VETERANS CENTER
    501 SE FLOWER MOUND ROAD
    LAWTON,OK73501     		  PUBLIC CHARITY PROVIDE SUPPORT TO HANDICAPPED RESIDENTS 7,014
    JOBS DAUGHTERS
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN OK MASONIC YOUTH ORG ANNUAL DONATION 7,500
    DEMOLAY
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN OK MASONIC YOUTH ORG ANNUAL DONATION 7,500
    GRAND ASSEMBLY CHARITABLE & EDUCATION
    PO BOX 1459
    GUTHRIE,OK730441459     		  PUBLIC CHARITY OK MASONIC YOUTH ORG ANNUAL DONATION 7,500
    OK ALLIANCE FOR ARTS ED
    PO BOX 1275
    JENKS,OK740371275     		  PUBLIC CHARITY DOE ARTS OF EXCELLENCE CEREMONY 8,200
    CAVETT KIDS FOUNDATION
    3801 N CLASSEN BLVD STE 300
    OKLAHOMA CITY,OK73118     		  PUBLIC CHARITY SERVE CHILDREN WITH VARIOUS LIFE-THREATENING AND CHRONIC ILLNESSES 10,000
    OU STUDENT AFFAIRS DEVELOPMENT FUND
    900 ASP AVENUE SUITE 265
    NORMAN,OK73019     		  PUBLIC CHARITY ASSISTANCE FOR EDUCATION & COMMUNITY 15,000
    GWMNM
    101 CALLAHAN DRIVE
    ALEXANDRIA,VA22301     		  PUBLIC CHARITY SUPPORT OF THE GEORGE WASHINGTON MASONIC NATIONAL MUSEUM 18,758
    HEARTS FOR HEARING
    11500 N PORTLAND AVE
    OKLAHOMA CITY,OK73120     		  PUBLIC CHARITY CHILDREN'S AUDIOLOGY CARE 25,000
    OKLAHOMA STATE SUPERINTENDENT'S TEACHER OF THE YEAR PROGRAM
    2500 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105     		  HIGHER ED FD 18 RECIPIENTS PLUS EXPENSES 25,057
    MASONIC CHARITY FND SENIOR ESSAY CONTEST
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN 27 RECIPIENTS PLUS EXPENSES 25,434
    RIGHT PATH RIDING ACADEMY
    16620 OLD SHAMROCK HWY
    DRUMRIGHT,OK74030     		  PUBLIC CHARITY SERVE PERSONS LIVING WITH MULTIPLE SCLEROSIS 50,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE
    OKLAHOMA CITY,OK73137     		  PUBLIC CHARITY ASSISTANCE FOR EDUCATION & COMMUNITY 50,000
    TURNING POINT RANCH
    PO BOX 672
    STILLWATER,OK74076     		  PRIVATE FDN THERAPUTIC RIDING 50,000
    SEMINOLE STATE COLLEGE EDUCATIONAL FOUNDATION
    PO BOX 351
    SEMINOLE,OK74818     		  HIGHER ED FD ESTABLISH ENDOWMENT FUND 50,000
    WESTERN OKLAHOMA STATE COLLEGE FOUNDATION
    2801 N MAIN
    ALTUS,OK73521     		  HIGHER ED FD ESTABLISH ENDOWMENT FUND 50,000
    SEED FOUNDATION
    PO BOX 7866
    EDMOND,OK730837866     		  HIGHER ED FD PROMOTE AND CULTIVATE ETHICAL THINKING AND PRACTICAL DECISION MAKING 50,462
    PAYNE EDUCATION CENTER
    3240 WEST BRITTON ROAD
    OKLAHOMA CITY,OK73120     		  PUBLIC CHARITY SCHOLARSHIPS FOR OKLAHOMA TEACHERS 67,500
    PM GRANTS
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 99,058
    D-DENT
    3000 UNITED FOUNDERS BLVD SUITE 122
    OKLAHOMA CITY,OK73112     		  PUBLIC CHARITY CHARITABLE DENTAL CARE 100,000
    NEWVIEW OKLAHOMA'S HOME FOR HOPE CAMPAIGN
    501 N DOUGLAS AVE
    OKLAHOMA CITY,OK73016     		  PUBLIC CHARITY EMPOWER PEOPLE WHO ARE BLIND OR VISION IMPAIRED TO ACHIEVE MAXIMUM INDEPENDENCE 100,000
    MASONIC CHARITY FND INDIVIDUAL SCHOLARSHIP YOUTH PROGRAM
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN 78 RECIPIENTS PLUS EXPENSES 122,500
    CHILDREN'S CENTER
    6800 NW 39TH EXPRESSWAY
    BETHANY,OK73008     		  PUBLIC CHARITY MEDICAL EQUIPMENT FOR CHILDREN'S CENTER 125,000
    MASONIC CHARITY FDN PUBLIC CHARITY
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR COMMUNITY 135,438
    VIZAVANCE
    6 NE 63RD
    OKLAHOMA CITY,OK73105     		  PUBLIC CHARITY VISON SCREENING CHILDREN IN PUB SCH 200,000
    GUTHRIE SCOTTISH RITE EDUCATIONAL FOUNDATION
    PO BOX 70
    GUTHRIE,OK73044     		  PUBLIC CHARITY PROVIDE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS 200,000
    MCALESTER LODGE OF PERFECTION TEMPLE IMPROVEMENT FUND
    PO BOX 70
    GUTHRIE,OK73044     		  PUBLIC CHARITY RESTORATION OF MASONIC TEMPLE 200,000
    OU STUDENT AFFAIRS DEVELOPMENT FUND
    900 ASP AVENUE SUITE 265
    NORMAN,OK73019     		  HIGHER ED FD ESTABLISH ENDOWMENT FUND 250,000
    OKLAHOMA SCHOOL FOR THE DEAF SENIOR HEARING PROGRAM
    1100 EAST OKLAHOMA AVE
    SULPHUR,OK73086     		  PUBLIC CHARITY PROVIDE THE SAME OPPORTUNITIES FOR DEAF STUDENTS 518,000
    OK ASSN AREAS AGCY AGING
    719 WEST MAINE
    ENID,OK737015413     		  PUBLIC CHARITY DIRECT SERVICES TO THE ELDERLY 783,260
    DIRECT GRANT TO OKLAHOMA FFA FOUNDATION
    1500 W SEVENTH AVE
    STILLWATER,OK74074     		  HIGHER ED FD STREGTHEN AGRICULTURAL EDUCATION 917,377
    MASONIC CHARITY FDN MATCHING FUNDS PROGRAM
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 1,608,873
    COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
    1304 N KENOSHA AVE
    TULSA,OK74106     		  PUBLIC CHARITY FEED THE HUNGRY OF EASTERN OKLAHOMA 35,000
    Total .................................bullet 3a 5,936,246
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 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....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3,884  
    4 Dividends and interest from securities....     14 2,730,031  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 1,217,060  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 6,502,930 -659
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFIDUCIARY FEE INCOME     		        210
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 10,453,905 -449
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,453,456
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 LOSS ON COMPUTER DESTROYED THAT WAS USED TO CONDUCT EXEMPT PURPOSES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    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.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
          		Employer identification number
    73-6097262
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    GERTRUDE MOORE TESTAMENTARY TRUST
     
    PO BOX 5555
     
    MCALLEN, TX785025555

    		$ 20,170


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ROBERT G MORELAND REVOCABLE TRUST
     
    400 MARKET STREET
     
    CANTON, OH44702

    		$ 10,214


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CLYDE R EVANS ESTATE
     
    PO BOX 21708
     
    OKLAHOMA CITY, OK73156

    		$ 62,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    THROCKMORTON CHARITABLE TRUST
     
    PO BOX 2406
     
    EDMOND, OK73083

    		$ 5,514


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    GUS JACKSON ESTATE
     
    PO BOX 2406
     
    EDMOND, OK73083

    		$ 36,225


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
          		Employer identification number

    73-6097262
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
          		Employer identification number

    73-6097262
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING EXPENSE 20,777 0 0 20,777

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

    TY 2018 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
    ACCOUNTING SOFTWARE 2005-06-21 6,000 6,000 SL 5.000000000000 0 0 0  
    COMPUTER(3)-WORKROOM, HP LAPTOP 2005-07-03 3,727 3,727 SL 5.000000000000 0 0 0  
    SERVER SOFTWARE 2013-01-01 540 540 SL 5.000000000000 0 0 0  
    BUILDING 2005-06-13 359,833 242,891 SL 40.000000000000 8,996 8,996 0  
    PARKING LOT ADDITION 2005-06-15 20,987 20,987 SL 20.000000000000 0 0 0  
    SERVER 2013-01-01 12,024 12,024 SL 5.000000000000 0 0 0  
    CARPET/LINOLEUM-NORTHCUTT 2013-01-31 13,083 9,345 SL 7.000000000000 1,869 1,869 0  
    2013 FORD EXPLORER 2013-02-12 38,781 38,781 SL 5.000000000000 0 0 0  
    MELODIE PC 2014-06-30 1,008 807 SL 5.000000000000 201 201 0  
    3 PCS (JOHN/JULIE/ETHEL) 2014-12-31 4,387 3,509 SL 5.000000000000 219 219 0  
    DELL LAPTOP 2014-12-31 673 539 SL 5.000000000000 134 134 0  
    SIDEWALK, PICNIC PAD 2015-10-08 4,332 722 SL 15.000000000000 289 289 0  
    CABLE/ELEC/LED FIXTURE INSTALL 2016-10-11 1,793 98 SL 27.500000000000 65 65 0  
    INTAACT ACCOUNTING SOFTWARE 2016-03-11 8,730 4,365 SL 3.000000000000 2,910 2,910 0  
    PROJECTOR 2016-07-28 906 272 SL 5.000000000000 181 181 0  
    HVAC UNIT, SOUTH SIDE 2017-06-21 7,162 130 SL 27.500000000000 260 260 0  
    POSTAGE MACHINE 2017-04-05 1,826 274 SL 5.000000000000 365 365 0  
    XEROX C8045H2 COPIER 2017-11-30 12,414 207 SL 5.000000000000 2,483 2,483 0  
    SAMSUNG REFRIGERATOR 2017-12-28 1,228   SL 5.000000000000 246 246 0  
    LAND 1990-01-01 147,457   L   0 0 0  
    SPRINKLER SYSTEM REPLACEMENT 2018-12-31 2,520   SL 15.000000000000 0 0 0  
    HVAC UNIT, 2 OF 3 2018-12-31 7,162   SL 27.500000000000 0 0 0  
    HVAC UNIT, 3 OF 3 2018-12-31 8,018   SL 27.500000000000 0 0 0  
    2018 FORD EXPLORER 2018-12-03 36,443   SL 5.000000000000 607 607 0  
    3 PCS (JOHN/JULIE/ETHEL) 2018-03-20 3,974   SL 5.000000000000 596 596 0  
    BECKY PC 2018-12-31 1,030   SL 5.000000000000 0 0 0  

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    DISPOSITION OF ASSETS 2014-12 PURCHASED 2018-03     4,387   0 -659 3,728

    TY 2018 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 53,304,648 53,304,648

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    US Government Securities - End of Year Book Value:

    27,716,209
    US Government Securities - End of Year Fair Market Value:

    27,716,209
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN LIMITED PARTNERSHIP AT COST 7,525,207 7,525,207
    MINERAL RIGHTS AT COST 716 716
    REAL ESTATE AT COST 16 16

    TY 2018 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
    ACCOUNTING SOFTWARE 6,000 6,000 0  
    COMPUTER(3)-WORKROOM, HP LAPTOP 3,727 3,727 0  
    SERVER SOFTWARE 540 540 0  
    BUILDING 359,833 251,887 107,946  
    PARKING LOT ADDITION 20,987 20,987 0  
    SERVER 12,024 12,024 0  
    CARPET/LINOLEUM-NORTHCUTT 13,083 11,214 1,869  
    MELODIE PC 1,008 1,008 0  
    DELL LAPTOP 673 673 0  
    SIDEWALK, PICNIC PAD 4,332 1,011 3,321  
    CABLE/ELEC/LED FIXTURE INSTALL 1,793 163 1,630  
    INTAACT ACCOUNTING SOFTWARE 8,730 7,275 1,455  
    PROJECTOR 906 453 453  
    HVAC UNIT, SOUTH SIDE 7,162 390 6,772  
    POSTAGE MACHINE 1,826 639 1,187  
    XEROX C8045H2 COPIER 12,414 2,690 9,724  
    SAMSUNG REFRIGERATOR 1,228 246 982  
    LAND 147,457 0 147,457  
    SPRINKLER SYSTEM REPLACEMENT 2,520 0 2,520  
    HVAC UNIT, 2 OF 3 7,162 0 7,162  
    HVAC UNIT, 3 OF 3 8,018 0 8,018  
    2018 FORD EXPLORER 36,443 607 35,836  
    3 PCS (JOHN/JULIE/ETHEL) 3,974 596 3,378  
    BECKY PC 1,030 0 1,030  


    TY 2018 LegalFeesSchedule
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND PROFESSIONAL EXPENSE 16,783 0 0 16,783


    TY 2018 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
    ENTAILED BEQUESTS 15 15 15
    INSURANCE POLICIES 4 4 4


    TY 2018 OtherDecreasesSchedule
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Description Amount
    NET UNREALIZED GAIN/LOSS 12,865,673


    TY 2018 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
    ADMINISTRATIVE EXPENSE 199 0 0 199
    BANK CHARGES 1,765 0 0 1,765
    COMPUTER EXPENSE 10,421 0 0 10,421
    INSURANCE 21,742 0 0 21,742
    MANAGEMENT FEE 266,651 266,651 0 0
    MISCELLANEOUS EXPENSES 1,548 0 0 1,548
    OFFICE SUPPLIES 13,992 0 0 13,992
    POSTAGE 5,183 0 0 5,183
    PROPERTY MAINTENANCE 12,617 0 0 12,617
    REPAIRS AND EQUIPMENT 650 0 0 650
    TELEPHONE 7,538 0 0 7,538
    TRAINING AND MEMBERSHIPS 3,492 0 0 3,492
    UTILITIES 15,562 0 0 15,562


    TY 2018 OtherIncomeSchedule2
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 1,217,060 1,217,060  
    FIDUCIARY FEE INCOME 210   210


    TY 2018 TaxesSchedule
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 3,764 3,764 0 0
    MINERAL TAXES 1,389 1,389 0 0
    FEDERAL EXCISE TAX 177,000 177,000 0 0