Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$101,477,400J 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) 621,228
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,929 4,929  
4 Dividends and interest from securities... 2,820,091 2,820,091  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,202,375
b Gross sales price for all assets on line 6a 37,119,590
7 Capital gain net income (from Part IV, line 2)... 1,202,375
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
List of Attached Documents:
// Content
940,265 940,265  
12 Total. Add lines 1 through 11........ 5,588,888 4,967,660  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 228,108 22,811   205,297
14 Other employee salaries and wages...... 156,168 0   156,168
15 Pension plans, employee benefits....... 54,226 0   54,226
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,169 0   14,169
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
68,925 0   68,925
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
54,205 3,699   25,506
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
21,124 21,124  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,037 0   5,037
22 Printing and publications.......... 14,222 0   14,222
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
491,232 386,332   104,900
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,107,416 433,966   648,450
25 Contributions, gifts, grants paid....... 4,835,444 4,835,444
26 Total expenses and disbursements. Add lines 24 and 25 5,942,860 433,966   5,483,894
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -353,972
b Net investment income (if negative, enter -0-) 4,533,694
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 3,887,402 3,181,097 3,181,097
2 Savings and temporary cash investments......... 535,023 1,028,629 1,028,629
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,638,754 Click to see attachment
List of Attached Documents:
// Content
3,513,630 		3,513,630
b Investments—corporate stock (attach schedule)....... 79,821,270 Click to see attachment
List of Attached Documents:
// Content
86,066,575 		86,066,575
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,423,582 Click to see attachment
List of Attached Documents:
// Content
7,366,243 		7,366,243
14 Land, buildings, and equipment: basis right arrow771,292
Less: accumulated depreciation (attach schedule) right arrow450,085 339,173 Click to see attachment
List of Attached Documents:
// Content
321,207 		321,207
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
19 		Click to see attachment
List of Attached Documents:
// Content
19 		Click to see attachment
List of Attached Documents:
// Content
19
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 96,645,223 101,477,400 101,477,400
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 83,298,684 85,812,384
25 Net assets with donor restrictions............ 13,346,539 15,665,016
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 96,645,223 101,477,400
30 Total liabilities and net assets/fund balances (see instructions). 96,645,223 101,477,400
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
96,645,223
2
Enter amount from Part I, line 27a .....................
2
-353,972
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,186,149
4
Add lines 1, 2, and 3 ..........................
4
101,477,400
5
Decreases not included in line 2 (itemize) right arrow
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
101,477,400
Form 990-PF (2023)
Form 990-PF (2023)
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 37,119,590   35,917,215 1,202,375
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       1,202,375
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 1,202,375
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
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 right arrow 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) 1 63,018
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 63,018
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 63,018
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 80,943
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 120,943
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 57,925
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow57,925 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See 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 addressright arrowWWW.MCFOK.ORG
14
The books are in care ofright arrowJOHN L LOGAN Telephone no.right arrow (405) 348-7500

Located atright arrowPO BOX 2406EDMONDOK ZIP+4right arrow73083
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
NEIL STITT PRESIDENT
1.00 		0 0 0
710 W BROADWAY
ARDMORE,OK73401
JACK PAINTER 1ST VICE PRESIDENT
1.00 		0 0 0
19498 E 650 RD
HENNESSEY,OK73742
GENE MCKELVEY 2ND VICE PRESIDENT
1.00 		0 0 0
6704 NW 61ST
WARR ACRES,OK73122
RONALD CHAMBERS TREASURER
1.00 		0 0 0
8301 E LANSING STREET
BROKEN ARROW,OK74014
ROBERT DAVIS SECRETARY
1.00 		0 0 0
411 E NOBLE
GUTHRIE,OK73044
JOHN ALLFORD DIRECTOR
1.00 		0 0 0
1108 CIRCLE DR
MCALESTER,OK74501
RICHARD ALLISON DIRECTOR
1.00 		0 0 0
2502 WILDWOOD DRIVE
ENID,OK73703
MATTHEW CARGILL DIRECTOR
1.00 		0 0 0
PO BOX 472150
TULSA,OK74147
JOHN CHURCH DIRECTOR
1.00 		0 0 0
6516 NW 115TH ST
OKLAHOMA CITY,OK73162
WILLIAM CLOUD DIRECTOR
1.00 		0 0 0
PO BOX 651
BLANCHARD,OK73010
MARK CONDIT DIRECTOR
1.00 		0 0 0
178884 N 2910 RD
DUNCAN,OK73533
PRESTON DOERFLINGER DIRECTOR
1.00 		0 0 0
1110 SHERWOOD LANE APT 209
NICHOLS HILLS,OK73116
TIMOTHY ISRAEL DIRECTOR
1.00 		0 0 0
PO BOX 1596
ELK CITY,OK73648
LANDON JONES DIRECTOR
1.00 		0 0 0
515 FLEMING
CORDELL,OK73632
BOBBY LAWS DIRECTOR
1.00 		0 0 0
1604 TRUMAN DR
ALTUS,OK73521
MICHAEL MAXEY DIRECTOR
1.00 		0 0 0
4339 E 58TH PL
TULSA,OK74135
DAVID RAY DIRECTOR
1.00 		0 0 0
412 SPENCE CT
EDMOND,OK73034
BEDFORD ROWLAND JR DIRECTOR
1.00 		0 0 0
1104 CANTERBURY BLVD
ALTUS,OK73521
D RIDGE SMITH DIRECTOR
1.00 		0 0 0
PO BOX 851123
YUKON,OK73085
L CLAY STUART DIRECTOR
1.00 		0 0 0
PO BOX 39
SHATTUCK,OK73858
CHARLES STUCKEY DIRECTOR
1.00 		0 0 0
132 ROADRUNNER DRIVE
PONCA CITY,OK74604
THEDA WISE DIRECTOR
1.00 		0 0 0
10230 BENTHAM WAY
YUKON,OK73099
JOHN LOGAN EXECUTIVE DIRECTOR
40.00 		228,108 0 28,349
13913 KIRKLAND RIDGE
EDMOND,OK73013
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
CANDI CLAUNCH PROGRAMS MANAGER
40.00 		64,748 536 13,948
9816 HEFNER VILLAGE DR
OKLAHOMA CITY,OK73162
BECKY GOAD OFFICE MANAGER
40.00 		70,101 1,781 0
8200 N HARRAH RD
HARRAH,OK73045
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 105,608
6650 S REDWOOD LANDE STE 370
PORTLAND,OR97224
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
96,110,470
b
Average of monthly cash balances.......................
1b
1,799,982
c
Fair market value of all other assets (see instructions)................
1c
322,477
d
Total (add lines 1a, b, and c).........................
1d
98,232,929
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
98,232,929
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,473,494
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
96,759,435
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,837,972
Part X
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 IX, line 6..................
1
4,837,972
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
63,018
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
63,018
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,774,954
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,774,954
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 XII, line 1 ...
7
4,774,954
Part XI
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
5,483,894
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
5,483,894
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,774,954
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 128,748
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,483,894
a Applied to 2022, but not more than line 2a 128,748
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 2023 distributable amount..... 4,774,954
e Remaining amount distributed out of corpus 580,192
5 Excess distributions carryover applied to 2023. 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 5 580,192
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		580,192
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 580,192
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 25,000

COMMUNITY FOOD BANK OF EASTERN OKLAHOMA

1304 N KENOSHA AVE
TULSA,OK74106 		  PUBLIC CHARITY FEED THE HUNGRY OF EASTERN OKLAHOMA 56,402

DALE K GRAHAM VETERANS FOUNDATION

1268 N INTERSTATE DR
NORMAN,OK73072 		  PUBLIC CHARITY TO ASSIST VETERANS WITH ADMINISTRATION CLAIMS PROCESS 35,000

DEAN MCGEE EYE INSTITUTE FOUNDATION

608 STANTON L YOUNG BLVD
OKLAHOMA CITY,OK73104 		  PUBLIC CHARITY EDUCATIONAL SPEAKER SERIES 250,000

DEMOLAY

PO BOX 2406
EDMOND,OK730832406 		  PUBLIC CHARITY OK MASONIC YOUTH ORG ANNUAL DONATION 10,000

EASTERN OKLAHOMA VA HEALTH CARE SYSTEM

1011 HONOR HEIGHTS DR
MUSKOGEE,OK74401 		  GOVERNMENT AGENCY VETERAN TRANSPORTATION FOR MEDICAL CARE 18,000

FRIENDS OF OETA

7403 N KELLEY AVE
OKLAHOMA CITY,OK73111 		  PUBLIC CHARITY PUBLIC TELEVISION UNDERWRITING 18,926

GEORGE WASHINGTON MASONIC NATIONAL MEMORIAL

101 CALLAHAN DRIVE
ALEXANDRIA,VA22301 		  PUBLIC CHARITY SUPPORT OF THE GEORGE WASHINGTON MASONIC NATIONAL MUSEUM 17,289

HEARTS FOR HEARING

11500 N PORTLAND AVE
OKLAHOMA CITY,OK73120 		  PUBLIC CHARITY CHILDREN'S AUDIOLOGY CARE 202,500

INTERNATIONAL ORDER OF RAINBOW GIRLS SUPREME ASSEMBLY

315 E CARL ALBERT PKWY
MCALESTER,OK74501 		  PUBLIC CHARITY CENTURY CAMPAIGN 10,000

JOBS DAUGHTERS

PO BOX 2406
EDMOND,OK730832406 		  PUBLIC CHARITY OK MASONIC YOUTH ORG ANNUAL DONATION 10,000

JUNIOR ACHIEVEMENT OF OKLAHOMA

211 N ROBINSON AVE 201
OKLAHOMA CITY,OK73102 		  PUBLIC CHARITY GRANT FOR RURAL SCHOOL PROGRAM 50,000

MASONIC CHARITIES OF HAWAII

PO BOX 2406
EDMOND,OK730832406 		  PUBLIC CHARITY DISASTER RESPONSE 25,000

MASONIC CHARITY FDN MATCHING FUNDS PROGRAM

PO BOX 2406
EDMOND,OK730832406 		  PRIVATE FDN ASSISTANCE FOR EDUCATION & COMMUNITY 1,407,316

MASONIC CHARITY FND INDIVIDUAL SCHOLARSHIP YOUTH PROGRAM

PO BOX 2406
EDMOND,OK730832406 		  PRIVATE FDN 81 RECIPIENTS PLUS EXPENSES 236,550

MASONIC CHARITY FND SENIOR ESSAY CONTEST

PO BOX 2406
EDMOND,OK730832406 		  INDIVIDUALS 27 RECIPIENTS PLUS EXPENSES 25,995

MASONIC INFORMATION CENTER

8120 FENTON STREET
SILVER SPRING,MO209104785 		  PUBLIC CHARITY SUPPORT OF MASONIC EDUCATION TO PUBLIC 1,500

MASONIC SERVICE ASSOCIATION

8125 FENTON STREET
SILVER SPRING,MD209104785 		  PUBLIC CHARITY SUPPORT FOR DISASTER RELIEF, ETC. 6,921

MASONRY IN ACTION PROGRAM

PO BOX 2406
EDMOND,OK730832406 		  PRIVATE FDN GRANTS TO LOCAL CHARITABLE ORGANIZATIONS 10,405

MERCY HEALTH FOUNDATION

13321 N MERIDIAN STE 206
OKLAHOMA CITY,OK73120 		  PUBLIC CHARITY PUBLIC CHARITY SUPPORT 500,000

NEWVIEW OKLAHOMA

501 N DOUGLAS AVE
OKLAHOMA CITY,OK73106 		  PUBLIC CHARITY SUPPORT NEWVIEW'S MISSION TO ENABLE TO BLIND TO REACH INDEPENDENCE 90,000

NEXTGEN UNDER 30 FOUNDATION

3240 W BRITTON RD STE 101
OKLAHOMA CITY,OK73120 		  PUBLIC CHARITY TO RECOGNIZE MILLENNIAL LEADERS IN OKLAHOMA 36,000

NONDOC MEDIA

PO BOX 18421
OKLAHOMA CITY,OK73154 		  PUBLIC CHARITY GRANT TO SUPPORT ORGANIZATION PROMOTING UNBIASED COMMUNITY JOURNALISM 12,000

OK ALLIANCE FOR ARTS ED

PO BOX 1275
JENKS,OK740371275 		  PUBLIC CHARITY DOE ARTS OF EXCELLENCE CEREMONY 14,000

OK ASSN AREAS AGCY AGING

719 WEST MAINE
ENID,OK737015413 		  PUBLIC CHARITY DIRECT SERVICES TO THE ELDERLY 655,363

OKLAHOMA A SCHOOLS INSTITUTE

100 S BAUMANN AVE
EDMOND,OK73034 		  PUBLIC CHARITY PUBLIC EDUCATION SUPPORT 10,000

OKLAHOMA FFA FOUNDATION

1500 W 7TH ST
STILLWATER,OK74074 		  PUBLIC CHARITY SUPPORT LEADERSHIP, PERSONAL GROWTH, AND CAREER SUCCESS PROGRAMMING 5,000

OKLAHOMA SENIOR CITIZEN HEARING AID PROGRAM OKLAHOMA SCHOOL FOR THE DEAF

1100 E OKLAHOMA AVE
SULPHUR,OK73086 		  PUBLIC CHARITY PROVIDE HEARING DEVICES TO LOW INCOME OKLAHOMANS 125,000

OKLAHOMA STATE SUPERINTENDENT'S TEACHER OF THE YEAR PROGRAM

2500 N LINCOLN BLVD
OKLAHOMA CITY,OK73105 		  HIGHER ED FD 29 RECIPIENTS PLUS EXPENSES 18,804

OSU FOUNDATION NURSING LAB

400 S MONROE ST
STILLWATER,OK74074 		  PUBLIC CHARITY SCHOLARSHIPS FOR HEALTH CARE EDUCATION 255,325

PAYNE EDUCATION CENTER

3240 WEST BRITTON ROAD
OKLAHOMA CITY,OK73120 		  PUBLIC CHARITY SCHOLARSHIPS FOR OKLAHOMA TEACHERS 207,000

PROMISES MATTER GRANTS

PO BOX 2406
EDMOND,OK730832406 		  PRIVATE FDN 11 RECIPIENTS 27,167

REGIONAL FOOD BANK

3355 S PURDUE
OKLAHOMA CITY,OK73137 		  PUBLIC CHARITY ASSISTANCE FOR EDUCATION & COMMUNITY 7,429

SMART START CENTRAL OKLAHOMA INC

12201 N PORTLAND AVE SUITE D107
OKLAHOMA CITY,OK73120 		  GOVERNMENT AGENCY EARLY CHILDHOOD EDUCATION PROGRAMS 100,000

STUDENT OF TODAYTEACHER OF TODAY AWARDS

PO BOX 2406
EDMOND,OK730832406 		  INDIVIDUALS PUBLIC EDUCATION SUPPORT 2,552

UNIVERSITY OF SCIENCE & ARTS OF OKLAHOMA FOUNDATION

1727 W ALABAMA
CHICKASHA,OK73018 		  PUBLIC CHARITY SUPPORT GENERAL SCHOLARSHIP AWARDS AND PROGRAM COSTS 5,000

VETERANS AFFAIRS MEDICAL CENTER

921 NE 13TH ST
OKLAHOMA CITY,OK731045028 		  GOVERNMENT AGENCY VETERAN TRANSPORTATION FOR MEDICAL CARE 18,000

VIZAVANCE

6 NE 63RD
OKLAHOMA CITY,OK73105 		  PUBLIC CHARITY VISON SCREENING CHILDREN IN PUB SCH 300,000

YMCA

7130 AIR CARGO RD
OKLAHOMA CITY,OK73159 		  PUBLIC CHARITY MILITARY WELCOME CENTER 30,000
Total .................................right arrow 3a 4,835,444
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 4,929  
4 Dividends and interest from securities ....     14 2,820,091  
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 .....     15 940,265  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,202,375  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,967,660 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,967,660
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 23,112


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CLYDE R EVANS CHARITABLE TRUST
 
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
3
PRISCILLA KAYE MASSEY ESTATE
 
PO BOX 26883
 
OKLAHOMA CITY, OK731260883

$ 502,989


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
NEWELL BARKER
 
5620 EAST PL
 
BARTLESVILLE, OK74006

$ 10,000


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MASONIC CHARITY FOUNDATION OF OKLAHOMA
EIN:
73-6097262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSE 68,925 0   68,925

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

TY 2023 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 2005-06-13 359,833 287,871 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 2,167 SL 15.000000000000 289 289    
CABLE/ELEC/LED FIXTURE INSTALL 2016-10-11 1,793 423 SL 27.500000000000 65 65    
INTAACT ACCOUNTING SOFTWARE 2016-03-11 8,730 8,730 SL 3.000000000000 0 0    
PROJECTOR 2016-07-28 906 906 SL 5.000000000000 0 0    
HVAC UNIT, SOUTH SIDE 2017-06-21 7,162 1,430 SL 27.500000000000 260 260    
POSTAGE MACHINE 2017-04-05 1,826 1,826 SL 5.000000000000 0 0    
XEROX C8045H2 COPIER 2017-11-30 12,414 12,414 SL 5.000000000000 0 0    
SAMSUNG REFRIGERATOR 2017-12-28 1,228 1,228 SL 5.000000000000 0 0    
LAND 1990-01-01 147,457   L   0 0    
SPRINKLER SYSTEM REPLACEMENT 2018-12-31 2,520 672 SL 15.000000000000 168 168    
HVAC UNIT, 2 OF 3 2018-12-31 7,162 1,170 SL 27.500000000000 260 260    
HVAC UNIT, 3 OF 3 2018-12-31 8,018 1,314 SL 27.500000000000 292 292    
2018 FORD EXPLORER 2018-12-03 36,443 32,800 SL 5.000000000000 3,643 3,643    
3 PCS (JOHN/JULIE/ETHEL) 2018-03-20 3,974 3,577 SL 5.000000000000 199 199    
BECKY PC 2018-12-31 1,030 927 SL 5.000000000000 103 103    
TAG, TAX, & TITLE 2019-01-01 1,750 1,400 SL 5.000000000000 350 350    
ROOF REPLACEMENT 2020-08-04 84,946 8,177 SL 27.500000000000 3,271 3,271    
OFFICE CHAIRS 2020-03-18 1,169 935 SL 5.000000000000 234 234    
DELL LATITUDE LAPTOP 2020-04-03 1,566 783 SL 5.000000000000 313 313    
DELL XPS15 LAPTOP AND MS SURFACE PRO 2022-02-15 5,945 1,189 SL 5.000000000000 1,189 1,189    
CONFERENCE ROOM VIDEO CONFERENCE EQUIP 2022-07-28 4,887 407 SL 5.000000000000 977 977    
LAPTOP 2023-06-28 3,159   SL 5.000000000000 316 316    

TY 2023 GeneralExplanationAttachment
Name:
MASONIC CHARITY FOUNDATION OF OKLAHOMA
EIN:
73-6097262
Identifier Return Reference Explanation
DETAIL TO SUPPORT LINE 10B PART II LINE 10B SECURITY DESCRIPTON, TOTAL MARKET VALUERAYONIER INC REIT 601.38 KOPERNIK GLBL A/C-INST #8201 2,265,660.79 KOPERNIK GLBL A/C-INST #8201 388,992.91 KOPERNIK GLBL A/C-INST #8201 145,459.34 CHAMPLAIN M/C-INST #1355 3,568,708.30 CHAMPLAIN M/C-INST #1355 620,020.52 CHAMPLAIN M/C-INST #1355 222,179.51 JENSEN QUALITY GRWTH-Y #6299 7,789,361.92 JENSEN QUALITY GRWTH-Y #6299 1,218,311.24 JENSEN QUALITY GRWTH-Y #6299 438,294.42 VANGUARD EQ INC-ADM #0565 7,580,815.69 VANGUARD EQ INC-ADM #0565 1,251,217.45 VANGUARD EQ INC-ADM #0565 536,266.05 VANGUARD INSTL INDX-INST #0094 8,410,193.52 VANGUARD INSTL INDX-INST #0094 1,304,197.33 VANGUARD INSTL INDX-INST #0094 462,787.17 DFA GLBL R/E SECURITIES-I #5416 2,713,425.00 DFA GLBL R/E SECURITIES-I #5416 246,549.39 DFA GLBL R/E SECURITIES-I #5416 163,662.62 DODGE & COX INTL STOCK-I #1048 5,658,181.06 DODGE & COX INTL STOCK-I #1048 925,196.76 DODGE & COX INTL STOCK-I #1048 396,505.04 MFS INTL EQ-R6 #0403 5,762,652.59 MFS INTL EQ-R6 #0403 926,430.45 MFS INTL EQ-R6 #0403 376,039.75 VANGUARD TOTAL INTL STK-INST #1869 5,452,085.57 VANGUARD TOTAL INTL STK-INST #1869 1,024,666.25 VANGUARD TOTAL INTL STK-INST #1869 351,314.22 BLACKROCK MULTI-ASSET INC-K #1981 2,406,538.44 BLACKROCK MULTI-ASSET INC-K #1981 417,664.83 BLACKROCK MULTI-ASSET INC-K #1981 152,558.75 VANGUARD TOT BD MKT INDX-INST #0222 4,472,508.19 VANGUARD TOT BD MKT INDX-INST #0222 798,576.31 VANGUARD TOT BD MKT INDX-INST #0222 326,598.62 VANGUARD ULTRA S/T BD-ADM #0592 1,825,454.53 VANGUARD ULTRA S/T BD-ADM #0592 253,535.33 VANGUARD ULTRA S/T BD-ADM #0592 202,828.30 VANGUARD INFL PROT SECS-ADM #5119 2,499,690.41 VANGUARD INFL PROT SECS-ADM #5119 421,381.50 VANGUARD INFL PROT SECS-ADM #5119 148,213.43 VANGUARD L/T TREAS INDX-ADM #1944 1,993,230.35 VANGUARD L/T TREAS INDX-ADM #1944 392,876.62 VANGUARD L/T TREAS INDX-ADM #1944 170,012.96 CLFFW-CRP LN-I 1,575,000.00 CLFFW-CRP LN-I 280,000.00 CLFFW-CRP LN-I 100,000.00 TOTAL MUTUAL FUNDS 78,636,444.81 ALAMOS GOLD INC. 27,909.84 COMPASS MINERALS INTERNATION 47,095.20 ELEMENT SOLUTIONS INC 36,445.50 LOUISIANA-PACIFIC CORP 26,065.44 MP MATERIALS CORP 23,720.75 SENSIENT TECHNOLOGIES CORP 39,336.00 SILGAN HOLDINGS INC 49,232.00 AAR CORP 34,819.20 AZZ INC 65,932.15 APOGEE ENTERPRISES INC 53,249.77 ARCBEST CORP 42,313.92 ASTEC INDUSTRIES INC 29,425.20 COLUMBUS MCKINNON CORP/NY 21,617.08 ENERSYS 52,398.24 ENERPAC TOOL GROUP CORP 23,877.12 KBR INC 45,934.89 MERCURY SYSTEMS INC 66,813.39 QUANEX BUILDING PRODUCTS 47,322.36 REGAL REXNORD CORPORATION 72,085.74 SPX TECHNOLOGIES INC 110,100.90 SUMMIT MATERIALS INC 50,882.58 DIGITALBRIDGE GROUP INC 26,643.26 GENTHERM INC 20,996.36 GILDAN ACTIVEWEAR INC 31,407.00 GOODYEAR TIRE & RUBBER CO 29,241.44 STEVEN MADDEN LTD 23,898.00 MODINE MANUFACTURING CO 81,251.70 PVH CORP 52,267.36 PAPA JOHN'S INTL INC 28,586.25 POLARIS INC 19,901.70 REV GROUP INC 68,446.39 SP PLUS CORP 84,460.00 VF CORP 53,410.80 COTY INC CL A 66,310.38 HAIN CELESTIAL GROUP INC 33,200.40 TREEHOUSE FOODS INC 8,911.75 DRIL-QUIP INC 25,480.65 HELMERICH & PAYNE 30,750.78 MATADOR RESOURCES CO 36,049.24 MURPHY OIL CORP 46,883.34 CHORD ENERGY CORP 36,736.83 RANGE RESOURCES CORP 39,937.28 CADENCE BANK 48,586.78 COLUMBIA BANKING SYSTEM INC 36,231.44 COMMUNITY BANK SYSTEM INC 34,392.60 COUSINS PROPERTIES INC REIT 19,212.15 EMPIRE STATE REALTY TRUST INC REIT 17,490.45 EQUITY COMMONWEALTH REIT 129,177.60 GLACIER BANCORP INC 44,171.08 GREEN DOT CORP 8,246.70 HANCOCK WHITNEY CORPORATION 38,531.87 LAKELAND FINANCIAL CORP 12,706.20 NATIONAL BANK HOLDINGS CORP 51,991.62 PACIFIC PREMIER BANCORP INC 30,536.39 PHYSICIANS REIT 22,067.98 SEACOAST BANKING CORP OF FLORIDA 52,195.64 SOUTHSTATE CORPORATION 47,629.80 STAG INDUSTRIAL REIT 36,904.40 TERRENO REALTY CORP REIT 30,206.94 TEXAS CAPITAL BANCSHARES INC 37,485.40 UNITED COMMUNITY BANKS INC 29,347.78 WESBANCO INC 26,946.83 ALKERMES PLC 28,544.46 ADAPTHEALTH CORP 26,032.59 ANGIODYNAMICS INC 6,938.40 BIOCRYST PHARMACEUTICALS INC 17,790.30 GALAPAGOS NV 52,113.30 GERON CORP 15,721.61 ICU MEDICAL INC 66,925.54 PEDIATRIX MEDICAL GROUP, INC. 21,948.00 NEOGENOMICS INC 31,534.82 ORTHOFIX MEDICAL INC 1,577.16 PREMIER INC 18,983.64 SURMODICS INC 21,083.00 BELDEN CDT INC 59,868.75 CIENA CORP 20,839.63 CONDUENT INC 13,807.95 ONESPAN INC 12,220.80 PLEXUS CORP 35,466.64 PROGRESS SOFTWARE CORP 24,109.20 ALLETE INC 39,142.40 AVISTA CORP 18,155.92 NEW JERSEY RESOURCES CORP 31,250.58 OGE ENERGY CORP 35,663.53 PNM RESOURCES INC 40,185.60 DUE TO BROKERS (943.46)TOTAL SBH 3,204,368.19 COHEN & STEERS LP - COHEN & STEERS 3,749,047.00 CHEVRON STOCK 476,715.00 SUMMARY OF SECURITIES: FUND TOTAL PER FUND MUTAL FUNDS 78,636,444.81 SBH SMALL CAP 3,204,368.19 COHEN & STEERS 3,749,047.00 CHEVRON STOCK 476,715.00 TOTAL 86,066,575.00

TY 2023 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 86,066,575 86,066,575

TY 2023 InvestmentsGovtObligationsSch
Name:
MASONIC CHARITY FOUNDATION OF OKLAHOMA
EIN:
73-6097262
US Government Securities - End of Year Book Value:

3,513,630
US Government Securities - End of Year Fair Market Value:

3,513,630
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 6,002,420 6,002,420
MINERAL RIGHTS AT COST 1,235 1,235
PRIVATE EQUITY AT COST 1,362,572 1,362,572
REAL ESTATE AT COST 16 16

TY 2023 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 359,833 296,867 62,966  
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 2,456 1,876  
CABLE/ELEC/LED FIXTURE INSTALL 1,793 488 1,305  
INTAACT ACCOUNTING SOFTWARE 8,730 8,730 0  
PROJECTOR 906 906 0  
HVAC UNIT, SOUTH SIDE 7,162 1,690 5,472  
POSTAGE MACHINE 1,826 1,826 0  
XEROX C8045H2 COPIER 12,414 12,414 0  
SAMSUNG REFRIGERATOR 1,228 1,228 0  
LAND 147,457 0 147,457  
SPRINKLER SYSTEM REPLACEMENT 2,520 840 1,680  
HVAC UNIT, 2 OF 3 7,162 1,430 5,732  
HVAC UNIT, 3 OF 3 8,018 1,606 6,412  
2018 FORD EXPLORER 36,443 36,443 0  
3 PCS (JOHN/JULIE/ETHEL) 3,974 3,776 198  
BECKY PC 1,030 1,030 0  
TAG, TAX, & TITLE 1,750 1,750 0  
ROOF REPLACEMENT 84,946 11,448 73,498  
OFFICE CHAIRS 1,169 1,169 0  
DELL LATITUDE LAPTOP 1,566 1,096 470  
DELL XPS15 LAPTOP AND MS SURFACE PRO 5,945 2,378 3,567  
CONFERENCE ROOM VIDEO CONFERENCE EQUIP 4,887 1,384 3,503  
LAPTOP 3,159 316 2,843  


TY 2023 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 14,169 0   14,169


TY 2023 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 2023 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 5,768 0   5,768
BANK CHARGES 1,835 0   1,835
COMPUTER EXPENSE 30,045 0   30,045
INSURANCE 17,190 0   17,190
MANAGEMENT FEE 386,332 386,332   0
OFFICE SUPPLIES 9,428 0   9,428
POSTAGE 5,051 0   5,051
PROPERTY MAINTENANCE 14,661 0   14,661
REPAIRS AND EQUIPMENT 610 0   610
TELEPHONE 4,426 0   4,426
TRAINING AND MEMBERSHIPS 1,708 0   1,708
UTILITIES 14,178 0   14,178


TY 2023 OtherIncomeSchedule2
Name:
MASONIC CHARITY FOUNDATION OF OKLAHOMA
EIN:
73-6097262
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 940,265 940,265 940,265


TY 2023 OtherIncreasesSchedule
Name:
MASONIC CHARITY FOUNDATION OF OKLAHOMA
EIN:
73-6097262
Description Amount
NET UNREALIZED GAIN/LOSS 5,186,149


TY 2023 TaxesSchedule
Name:
MASONIC CHARITY FOUNDATION OF OKLAHOMA
EIN:
73-6097262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 150 150   0
MINERAL TAXES 1,507 1,507   0
REAL ESTATE TAXES 2,042 2,042   0
PAYROLL TAXES 25,506 0   25,506
EXCISE TAX 25,000 0   0