Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$105,848,108J 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) 390,347
2 Check bullet.............
3 Interest on savings and temporary cash investments 818 818  
4 Dividends and interest from securities... 2,408,931 2,408,931  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,917,272
b Gross sales price for all assets on line 6a 89,579,690
7 Capital gain net income (from Part IV, line 2)... 1,917,272
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 586,383 586,383  
12 Total. Add lines 1 through 11........ 5,303,751 4,913,404  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 179,006 17,901   161,105
14 Other employee salaries and wages...... 116,479 0   116,479
15 Pension plans, employee benefits....... 93,460 0   93,460
16a Legal fees (attach schedule)......... Click to see attachment 3,194 0   3,194
b Accounting fees (attach schedule)....... Click to see attachment 61,880 0   61,880
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 64,410 4,293   20,117
19 Depreciation (attach schedule) and depletion... Click to see attachment 24,505 24,505  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,232 0   1,232
22 Printing and publications.......... 35,110 0   35,110
23 Other expenses (attach schedule)....... Click to see attachment 365,752 288,604   77,148
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 945,028 335,303   569,725
25 Contributions, gifts, grants paid....... 3,944,286 3,944,286
26 Total expenses and disbursements. Add lines 24 and 25 4,889,314 335,303   4,514,011
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 414,437
b Net investment income (if negative, enter -0-) 4,578,101
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 3,038,504 5,134,958 5,134,958
2 Savings and temporary cash investments......... 392,613 284,486 284,486
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) 29,144,824 Click to see attachment13,012 13,012
b Investments—corporate stock (attach schedule)....... 63,486,875 Click to see attachment93,280,326 93,280,326
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).......... 7,176,251 Click to see attachment6,753,427 6,753,427
14 Land, buildings, and equipment: basis bullet757,302
Less: accumulated depreciation (attach schedule) bullet375,422 313,702 Click to see attachment381,880 381,880
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) 103,552,788 105,848,108 105,848,108
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 85,919,990 86,529,590
25 Net assets with donor restrictions............ 17,632,798 19,318,518
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 103,552,788 105,848,108
30 Total liabilities and net assets/fund balances (see instructions). 103,552,788 105,848,108
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
103,552,788
2
Enter amount from Part I, line 27a .....................
2
414,437
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,880,883
4
Add lines 1, 2, and 3 ..........................
4
105,848,108
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
105,848,108
Form 990-PF (2020)
Form 990-PF (2020)
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      
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 89,579,690   87,662,418 1,917,272
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       1,917,272
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 1,917,272
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 63,636
c All other domestic foundations enter 1.39% 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 63,636
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 63,636
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 63,550
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,550
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 29,914
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet29,914 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    BEDFORD ROWLAND JR DIRECTOR
    1.00     		0 0 0
    1104 CANTERBURY BLVD
    ALTUS,OK73521
    BOBBY LAWS DIRECTOR
    1.00     		0 0 0
    1202 N HUDSON
    ALTUS,OK73521
    CHARLES CALLAHAN 2ND VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 1254
    BLANCHARD,OK73010
    CHARLES STUCKEY DIRECTOR
    1.00     		0 0 0
    132 ROADRUNNER DRIVE
    PONCA CITY,OK74604
    D RIDGE SMITH DIRECTOR
    1.00     		0 0 0
    PO BOX 851123
    YUKON,OK73085
    DAVID RAY DIRECTOR
    1.00     		0 0 0
    11921 MAPLE VALLEY DRIVE
    OKLAHOMA CITY,OK73170
    DON STANTON DIRECTOR
    1.00     		0 0 0
    6729 S 223RD EAST AVE
    BROKEN ARROW,OK74014
    GENE MCKELVEY DIRECTOR
    1.00     		0 0 0
    6704 NW 61ST ST
    WARR ACRES,OK73122
    JACK PAINTER DIRECTOR
    1.00     		0 0 0
    19498 E 650 RD
    HENNESSEY,OK73742
    JOHN ALLFORD DIRECTOR
    1.00     		0 0 0
    PO BOX 3361
    MCALESTER,OK74502
    JOHN CHURCH DIRECTOR
    1.00     		0 0 0
    11904 S RANGE RD
    PERKINS,OK74059
    JOHN LOGAN EXECUTIVE DIRECTOR
    40.00     		179,006 0 0
    13913 KIRKLAND RIDGE
    EDMOND,OK73013
    LANNY SANDER DIRECTOR
    1.00     		0 0 0
    PO BOX 141
    SEILING,OK73663
    MATTHEW CARGILL DIRECTOR
    1.00     		0 0 0
    PO BOX 472150
    TULSA,OK74147
    MICHAEL MAXEY DIRECTOR
    1.00     		0 0 0
    4339 E 58TH PLACE
    TULSA,OK74135
    NEIL STITT 1ST VICE PRESIDENT
    1.00     		0 0 0
    710 W BROADWAY
    ARDMORE,OK73401
    RICHARD ALLISON DIRECTOR
    1.00     		0 0 0
    2502 WILDWOOD
    ENID,OK73703
    ROBERT DAVIS SECRETARY
    1.00     		0 0 0
    411 E NOBLE
    GUTHRIE,OK73044
    RONALD CHAMBERS TREASURER
    1.00     		0 0 0
    8301 E LANSING STREET
    BROKEN ARROW,OK74014
    THEDA WISE DIRECTOR
    1.00     		0 0 0
    10230 BENTHAM WAY
    YUKON,OK73099
    TIMOTHY ISRAEL DIRECTOR
    1.00     		0 0 0
    PO BOX 1596
    ELK CITY,OK73648
    WILLIAM CLOUD PRESIDENT
    1.00     		0 0 0
    PO BOX 651
    BLANCHARD,OK73010
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    BANK OF OKLAHOMA FINANCIAL/INVESTMENT ADVISORY 94,405
    11300 N MAY AVE
    OKLAHOMA CITY,OK73120
    SELLWOOD CONSULTING INVESTMENT CONSULTING 90,398
    6650 S REDWOOD LANDE STE 370
    PORTLAND,OR97224
    UBS TRUMBULL FINANCIAL/INVESTMENT ADVISORY 63,216
    10 STATE HOUSE SQUARE 15TH FLOOR
    HARTFORD,CT06103
    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 (2020)
    Form 990-PF (2020)
    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
    94,937,699
    b
    Average of monthly cash balances.......................
    1b
    2,395,891
    c
    Fair market value of all other assets (see instructions)................
    1c
    680,188
    d
    Total (add lines 1a, b, and c).........................
    1d
    98,013,778
    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
    98,013,778
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,470,207
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    96,543,571
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,827,179
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,827,179
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    63,636
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    63,636
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,763,543
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,763,543
    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
    4,763,543
    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
    4,514,011
    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
    4,514,011
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,514,011
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 4,763,543
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,043,435
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,514,011
    a Applied to 2019, but not more than line 2a 1,043,435
    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 2020 distributable amount..... 3,470,576
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,292,967
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    CAVETT KIDS FOUNDATION
    3801 N CLASSEN BLVD STE 300
    OKLAHOMA CITY,OK73118     		  PUBLIC CHARITY SERVE CHILDREN WITH VARIOUS LIFE-THREATENING AND CHRONIC ILLNESSES 20,000
    CHARITY FDN PUBLIC ED
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR COMMUNITY 4,000
    CHILDREN'S CENTER
    6800 NW 39TH EXPRESSWAY
    BETHANY,OK73008     		  PUBLIC CHARITY MEDICAL EQUIPMENT FOR CHILDREN'S CENTER 100,000
    COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
    1304 N KENOSHA AVE
    TULSA,OK74106     		  PUBLIC CHARITY FEED THE HUNGRY OF EASTERN OKLAHOMA 7,000
    DEMOLAY
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN OK MASONIC YOUTH ORG ANNUAL DONATION 124,584
    GWMNM
    101 CALLAHAN DRIVE
    ALEXANDRIA,VA22301     		  PUBLIC CHARITY SUPPORT OF THE GEORGE WASHINGTON MASONIC NATIONAL MUSEUM 70,135
    HEARTS FOR HEARING
    11500 N PORTLAND AVE
    OKLAHOMA CITY,OK73120     		  PUBLIC CHARITY CHILDREN'S AUDIOLOGY CARE 25,000
    JOBS DAUGHTERS
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN OK MASONIC YOUTH ORG ANNUAL DONATION 6,681
    JUNIOR ACHIEVEMENT OF OKLAHOMA
    211 N ROBINSON AVE 201
    OKLAHOMA CITY,OK73102     		  PUBLIC CHARITY GRANT FOR RURAL SCHOOL PROGRAM 50,000
    MASONIC CHARITY FDN MATCHING FUNDS PROGRAM
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 1,278,091
    MASONIC CHARITY FDN PUBLIC CHARITY
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR COMMUNITY 68,626
    MASONIC CHARITY FND INDIVIDUAL SCHOLARSHIP YOUTH PROGRAM
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN 71 RECIPIENTS PLUS EXPENSES 200,186
    MASONIC CHARITY FND SENIOR ESSAY CONTEST
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN 36 RECIPIENTS PLUS EXPENSES 26,409
    MASONIC INFORMATION CENTER
    8120 FENTON STREET
    SILVER SPRING,MO209104785     		  PUBLIC CHARITY SUPPORT OF MASONIC EDUCATION TO PUBLIC 1,500
    MASONIC SERVICE ASSN
    8125 FENTON STREET
    SILVER SPRING,MD209104785     		  PUBLIC CHARITY SUPPORT FOR DISASTER RELIEF, ETC. 5,093
    MCF'S STUDENT AND TEACHER OF TODAY PROGRAMS
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 1,931
    OK ALLIANCE FOR ARTS ED
    PO BOX 1275
    JENKS,OK740371275     		  PUBLIC CHARITY DOE ARTS OF EXCELLENCE CEREMONY 8,200
    OK ASSN AREAS AGCY AGING
    719 WEST MAINE
    ENID,OK737015413     		  PUBLIC CHARITY DIRECT SERVICES TO THE ELDERLY 760,638
    OKLAHOMA STATE SUPERINTENDENT'S TEACHER OF THE YEAR PROGRAM
    2500 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105     		  HIGHER ED FD 1 RECIPIENTS PLUS EXPENSES 67
    PAYNE EDUCATION CENTER
    3240 WEST BRITTON ROAD
    OKLAHOMA CITY,OK73120     		  PUBLIC CHARITY SCHOLARSHIPS FOR OKLAHOMA TEACHERS 130,000
    PM GRANTS
    PO BOX 2406
    EDMOND,OK730832406     		  PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 27,156
    REGIONAL FOOD BANK
    3355 S PURDUE
    OKLAHOMA CITY,OK73137     		  PUBLIC CHARITY ASSISTANCE FOR EDUCATION & COMMUNITY 64,839
    VIZAVANCE
    6 NE 63RD
    OKLAHOMA CITY,OK73105     		  PUBLIC CHARITY VISON SCREENING CHILDREN IN PUB SCH 290,000
    YMCA
    7130 AIR CARGO RD
    OKLAHOMA CITY,OK73159     		  PUBLIC CHARITY MILITARY WELCOME CENTER 10,000
    UNIVERSITY OF SCIENCE & ARTS OF OKLAHOMA FOUNDATION
    1727 W ALABAMA
    CHICKASHA,OK73018     		  PUBLIC CHARITY SUPPORT GENERAL SCHOLARSHIP AWARDS AND PROGRAM COSTS 5,000
    NEWVIEW OKLAHOMA
    501 N DOUGLAS AVE
    OKLAHOMA CITY,OK73106     		  PUBLIC CHARITY SUPPORT NEWVIEWS MISSION TO ENABLE TO BLIND TO REACH INDEPENDENCE 256,650
    AUTISM CENTER FOUNDATION
    3901 NW 63RD ST
    OKLAHOMA CITY,OK73116     		  PUBLIC CHARITY TO HELP CHILDREN WITH AUTISM THROUGH INTERNSHIPS, COACHING, MENTORING PROGRAMS 25,000
    OKLAHOMA 4-H
    205 4-H YOUTH DEVELOPMENT BUILDING
    STILLWATER,OK74078     		  PUBLIC CHARITY SUPPORT YOUTH DEVELOPMENT IN OKLAHOMA 100,000
    DALE K GRAHAM VETERANS FOUNDATION
    1268 N INTERSTATE DR
    NORMAN,OK73072     		  PUBLIC CHARITY TO ASSIST VETERANS WITH ADMINISTRATION CLAIMS PROCESS 25,000
    NEXTGEN UNDER 30 FOUNDATION
    3240 W BRITTON RD STE 101
    OKLAHOMA CITY,OK73120     		  PUBLIC CHARITY TO RECOGNIZE MILLENNIAL LEADERS IN OKLAHOMA 2,500
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104     		  PUBLIC CHARITY DEVELOP A BETTER UNDERSTANDING OF MORE EFFECTIVE TREATMENTS FOR HUMAN DISEASE 250,000
    Total .................................bullet 3a 3,944,286
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 818  
    4 Dividends and interest from securities....     14 2,408,931  
    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.....     15 585,428  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,917,272  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFIDUCIARY FEE INCOME     		        171
    bMISCELLANEOUS INCOME         784
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,912,449 955
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,913,404
    (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.)
    11A ROACH TRUST MANAGEMENT FEE
    11B MISCELLANEOUS RECEIPTS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
          		Employer identification number
    73-6097262
    Part I
    Contributors
    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

    		$ 22,359


    (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

    		$ 10,243


    (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

    		$ 7,050


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    ARTHUR JOHN EASTWOOD TRUST
     
    3801 VIA DE LA URRACA
     
    GREEN VALLEY, AZ85614

    		$ 9,986


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    ESTATE OF WILLIAM AND MARILYN CAMMACK
     
    PO BOX 2406
     
    EDMOND, OK73083

    		$ 88,996


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING EXPENSE 61,880 0   61,880

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

    TY 2020 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    
    COMPUTER(3)-WORKROOM, HP LAPTOP 2005-07-03 3,727 3,727 SL 5.000000000000 0 0    
    SERVER SOFTWARE 2013-01-01 540 540 SL 5.000000000000 0 0    
    BUILDING 2005-06-13 359,833 260,883 SL 40.000000000000 8,996 8,996    
    PARKING LOT ADDITION 2005-06-15 20,987 20,987 SL 20.000000000000 0 0    
    SERVER 2013-01-01 12,024 12,024 SL 5.000000000000 0 0    
    CARPET/LINOLEUM-NORTHCUTT 2013-01-31 13,083 13,083 SL 7.000000000000 0 0    
    MELODIE PC 2014-06-30 1,008 1,008 SL 5.000000000000 0 0    
    DELL LAPTOP 2014-12-31 673 673 SL 5.000000000000 0 0    
    SIDEWALK, PICNIC PAD 2015-10-08 4,332 1,300 SL 15.000000000000 289 289    
    CABLE/ELEC/LED FIXTURE INSTALL 2016-10-11 1,793 228 SL 27.500000000000 65 65    
    INTAACT ACCOUNTING SOFTWARE 2016-03-11 8,730 8,730 SL 3.000000000000 0 0    
    PROJECTOR 2016-07-28 906 634 SL 5.000000000000 181 181    
    HVAC UNIT, SOUTH SIDE 2017-06-21 7,162 650 SL 27.500000000000 260 260    
    POSTAGE MACHINE 2017-04-05 1,826 1,004 SL 5.000000000000 365 365    
    XEROX C8045H2 COPIER 2017-11-30 12,414 5,173 SL 5.000000000000 2,483 2,483    
    SAMSUNG REFRIGERATOR 2017-12-28 1,228 492 SL 5.000000000000 246 246    
    LAND 1990-01-01 147,457   L   0 0    
    SPRINKLER SYSTEM REPLACEMENT 2018-12-31 2,520 168 SL 15.000000000000 168 168    
    HVAC UNIT, 2 OF 3 2018-12-31 7,162 390 SL 27.500000000000 260 260    
    HVAC UNIT, 3 OF 3 2018-12-31 8,018 438 SL 27.500000000000 292 292    
    2018 FORD EXPLORER 2018-12-03 36,443 10,935 SL 5.000000000000 7,289 7,289    
    3 PCS (JOHN/JULIE/ETHEL) 2018-03-20 3,974 1,192 SL 5.000000000000 795 795    
    BECKY PC 2018-12-31 1,030 309 SL 5.000000000000 206 206    
    TAG, TAX, & TITLE 2019-01-01 1,750 350 SL 5.000000000000 350 350    
    ROOF REPLACEMENT 2020-08-04 84,946   SL 27.500000000000 1,635 1,635    
    OFFICE CHAIRS 2020-03-18 1,169   SL 5.000000000000 468 468    
    DELL LATITUDE LAPTOP 2020-04-03 1,566   SL 5.000000000000 157 157    

    TY 2020 GeneralExplanationAttachment
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Identifier Return Reference Explanation
    DETAIL TO SUPPORT LINE 10B PART II LINE 10B SECURITIES DESCRIPTION, TOTAL MARKET VALUE FHLMC SER 1239 CL J 23.09FNR SER 2013-41 CL WS 737,407.04FNR SER 2013-73 CL JS 363,082.61FNR SER 2016-24 CL HA 1,134,621.89FNR SER 2017-60 CL MT 62,552.87FHR SER 4118 CL SC 849,204.81FHR SER 4178 CL CS 103,543.92FHR SER 4932 CL KF 1,405,307.75FHR SER 4932 CL KS 114,774.83FHR SER 4956 CL KT 673,047.88GNR SER 2004-106 CL SB 249,113.55GNR SER 2004-106 CL CS 0.13GNR SER 2009-57 CL DS 242,728.96GNR SER 2009-94 CL MS 558,264.55GNMA SER 2012 130 CL SA 905,303.27GNMA SER 2012 141 CL WC 273,769.70GNR SER 2012-106 CL US 1,896,975.17GNR SER 2013-71 CL DS 1,340,021.91GNR SER 2013-82 CL NS 2,656,380.20GNR SER 2013-79 CL US 10,406.55GNR SER 2013-88 CL LS 1,098,084.95GNR SER 2014-142 CL UW 67,201.14GNR SER 2016-17 CL GS 2,481,210.60GNR SER 2016-141 CL KB 386,810.75GNR SER 2017-101 CL UT 633,756.93GNR SER 2019-44 CL DL 123,100.88GNMA SER 9 CL 65 857,100.88GNR SER 2019-70 CL US 335,545.27GNR SER 2019-86 CL FT 249,222.12GNR SER 2019-111 CL TE 588,283.07GNR SER 2020-134 CL XL 794,756.61GNR SER 2020-149 CL WG 985,446.20GNMA II POOL #MA4516 210,744.29TOTAL ISO HILLTOP 22,387,794.37SECURITIES DESCRIPTION, TOTAL MARKET VALUERAYONIER INC REIT 528.84DFA GLBL R/E SECURITIES-I #5416 2,840,245.26DFA GLBL R/E SECURITIES-I #5416 463,617.57DFA GLBL R/E SECURITIES-I #5416 171,311.89DODGE & COX INTL STK #1048 7,275,487.49DODGE & COX INTL STK #1048 1,262,332.71DODGE & COX INTL STK #1048 464,706.67JENSEN QUALITY GRWTH-Y #6299 7,525,608.50JENSEN QUALITY GRWTH-Y #6299 1,332,834.02JENSEN QUALITY GRWTH-Y #6299 477,270.38MFS INTL EQ-INST #0403 7,348,131.77MFS INTL EQ-INST #0403 1,449,605.09MFS INTL EQ-INST #0403 448,828.05VANGUARD EQ INC-ADM #0565 6,664,122.68VANGUARD EQ INC-ADM #0565 1,215,034.78VANGUARD EQ INC-ADM #0565 412,063.42VANGUARD INSTL INDX-INST #0094 8,371,167.45VANGUARD INSTL INDX-INST #0094 1,486,450.37VANGUARD INSTL INDX-INST #0094 497,834.46BLACKROCK MULTI-ASSET INC-K #1981 4,978,169.21BLACKROCK MULTI-ASSET INC-K #1981 875,921.34BLACKROCK MULTI-ASSET INC-K #1981 280,419.95VANGUARD TOT BD MKT INDX-INST #0222 1,754,108.30VANGUARD TOT BD MKT INDX-INST #0222 520,506.90VANGUARD TOT BD MKT INDX-INST #0222 301,236.87TOTAL MUTUAL FUNDS 58,417,543.97SECURITIES DESCRIPTION, TOTAL MARKET VALUECORE-MARK HOLDING CO INC 37,476.12GILDAN ACTIVEWEAR INC 31,903.39PAPA JOHN'S INTL INC 24,012.55QUOTIENT TECHNOLOGY INC 38,292.30REV GROUP INC 45,750.33SP PLUS CORP 38,142.09SIX FLAGS ENTERTAINMENT 125,488.00TAPESTRY INC NPV 69,557.04UNDER ARMOUR INC-CLASS A 95,087.46HAIN CELESTIAL GROUP INC 282,776.45INTER PARFUMS INC 30,910.39PILGRIM'S PRIDE CORP 21,159.19TREEHOUSE FOODS INC 119,566.86DRIL-QUIP INC 53,789.92HELMERICH & PAYNE 39,997.32NEXTIER OILFIELD SOLUTIONS INC 17,839.84PDC ENERGY INC 61,590.00WPX ENERGY INC 42,640.80COMMUNITY BANK SYSTEM INC 61,811.52COUSINS PROPERTIES INC REIT 25,929.00EMPIRE STATE REALTY TRUST INC REIT 35,816.76ENTERPRISE FINANCIAL SERVICE 55,221.00EQUITY COMMONWEALTH REIT 259,296.40FIRST BUSEY CORP 46,030.80GLACIER BANCORP INC 68,462.88HURON CONSULTING GROUP INC 43,328.25INVESTORS BANCORP INC 55,799.04LAKELAND FINANCIAL CORP 82,941.84NATIONAL BANK HOLDINGS CORP 96,347.16PHYSICIANS REIT 54,859.60RENASANT CORP 65,305.52SEACOAST BANKING CORP OF FLORIDA 100,660.10UMPQUA HOLDINGS CORP 96,835.44UNITED COMMUNITY BANKS INC 104,858.28WESBANCO INC 54,796.84ALKERMES PLC 26,573.40ANGIODYNAMICS INC 22,105.86CHEMBIO DIAGNOSTICS INC 11,020.00HAEMONETICS CORP/MASS 29,568.75ICU MEDICAL INC 87,726.41MAGELLAN HEALTH, INC. 221,182.80MEDNAX INC 133,055.88ORTHOFIX MEDICAL INC 287,622.16AAR CORP 77,184.82AZZ INC 77,849.04ASTEC INDUSTRIES INC 60,079.44BEACON ROOFING SUPPLY INC 28,976.99CIRCOR INTERNATIONAL INC 70,422.08COLUMBUS MCKINNON CORP/NY 55,353.60ENERSYS 134,806.38QUANEX BUILDING PRODUCTS 80,144.55REGAL BELOIT 315,498.89SPX CORP 168,419.52STERLING CONSTRUCTION CO 59,645.05CSG SYSTEMS INTL INC 44,889.72COMMVAULT SYSTEMS INC 24,196.69CONDUENT INC 24,489.60EVOLENT HEALTH INC 22,938.93FARO TECHNOLOGIES INC 197,905.26NCR CORPORATION 448,247.67PROGRESS SOFTWARE CORP 225,001.01COEUR MINING INC 16,218.45COMPASS MINERALS INTERNATION 103,381.00ELEMENT SOLUTIONS INC 35,442.27FERRO CORP 38,857.28GLATFELTER CORP 105,159.60SCHNITZER STEEL INDS INC-A 46,843.88SILGAN HOLDINGS INC 77,571.36SIERRA WIRELESS INC 46,562.07ALLETE INC 67,514.60CALIFORNIA WATER SERVICE GRP 51,814.77NEW JERSEY RESOURCES CORP 64,274.40PNM RESOURCES INC 74,299.43DUE FROM BROKERS 6,346.76DUE TO BROKERS -8,038.63TOTAL SBH 6,145,432.22SECURITIES DESCRIPTION, TOTAL MARKET VALUECOHEN & STEERS LP - COHEN & STEERS 6,421,764.96CHEVRON STOCK 272,715.00 SUMMARY OF SECURITIES: FUND TOTAL PER FUND MASONIC *THROCKMORTON ISO HILLTOP 22,387,794 22,148,860 238,934 MUTAL FUNDS 58,417,544 58,417,544 SBH SMALL CAP 6,145,432 6,145,432 COHEN & STEERS 6,421,765 6,355,099 66,666 CHEVRON STOCK 272,715 272,715 TOTAL 93,645,251 93,339,650 305,600 *FLOYD THROCKMORTON TESTIMENTARY CHARITABLE TRUST MASONIC CHARITY FOUNDATION OF OKLAHOMA ASSETS ARE REPORTED ON FORM 990 (EIN: 73-6202955)

    TY 2020 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 93,280,326 93,280,326

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    US Government Securities - End of Year Book Value:

    13,012
    US Government Securities - End of Year Fair Market Value:

    13,012
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 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 6,752,636 6,752,636
    MINERAL RIGHTS AT COST 775 775
    REAL ESTATE AT COST 16 16

    TY 2020 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 359,833 269,879 89,954  
    PARKING LOT ADDITION 20,987 20,987 0  
    SERVER 12,024 12,024 0  
    CARPET/LINOLEUM-NORTHCUTT 13,083 13,083 0  
    MELODIE PC 1,008 1,008 0  
    DELL LAPTOP 673 673 0  
    SIDEWALK, PICNIC PAD 4,332 1,589 2,743  
    CABLE/ELEC/LED FIXTURE INSTALL 1,793 293 1,500  
    INTAACT ACCOUNTING SOFTWARE 8,730 8,730 0  
    PROJECTOR 906 815 91  
    HVAC UNIT, SOUTH SIDE 7,162 910 6,252  
    POSTAGE MACHINE 1,826 1,369 457  
    XEROX C8045H2 COPIER 12,414 7,656 4,758  
    SAMSUNG REFRIGERATOR 1,228 738 490  
    LAND 147,457 0 147,457  
    SPRINKLER SYSTEM REPLACEMENT 2,520 336 2,184  
    HVAC UNIT, 2 OF 3 7,162 650 6,512  
    HVAC UNIT, 3 OF 3 8,018 730 7,288  
    2018 FORD EXPLORER 36,443 18,224 18,219  
    3 PCS (JOHN/JULIE/ETHEL) 3,974 1,987 1,987  
    BECKY PC 1,030 515 515  
    TAG, TAX, & TITLE 1,750 700 1,050  
    ROOF REPLACEMENT 84,946 1,635 83,311  
    OFFICE CHAIRS 1,169 468 701  
    DELL LATITUDE LAPTOP 1,566 157 1,409  


    TY 2020 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 3,194 0   3,194


    TY 2020 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 2020 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 120 0   120
    BANK CHARGES 1,885 0   1,885
    COMPUTER EXPENSE 14,537 0   14,537
    INSURANCE 13,007 0   13,007
    MANAGEMENT FEE 288,604 288,604   0
    MISCELLANEOUS EXPENSES 111 0   111
    OFFICE SUPPLIES 7,155 0   7,155
    POSTAGE 4,630 0   4,630
    PROPERTY MAINTENANCE 16,819 0   16,819
    REPAIRS AND EQUIPMENT 605 0   605
    TELEPHONE 7,777 0   7,777
    TRAINING AND MEMBERSHIPS 403 0   403
    UTILITIES 10,099 0   10,099


    TY 2020 OtherIncomeSchedule2
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 585,428 585,428 585,428
    FIDUCIARY FEE INCOME 171 171 171
    MISCELLANEOUS INCOME 784 784 784


    TY 2020 OtherIncreasesSchedule
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Description Amount
    NET UNREALIZED GAIN/LOSS 1,880,883


    TY 2020 TaxesSchedule
    Name:
    MASONIC CHARITY FOUNDATION OF OKLAHOMA
    EIN:
    73-6097262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 3,145 3,145   0
    MINERAL TAXES 881 881   0
    REAL ESTATE TAXES 267 267   0
    PAYROLL TAXES 20,117 0   20,117
    EXCISE TAX 40,000 0   0