Skip to main content

Nonprofit · EIN 93-6024129

OREGON SCOTTISH RITE EDUCATION FOUNDATION INC

Tax-exempt · PORTLAND, OR 97205

Financials

$168K$103K2023$2.1M$124K2024$231K$207K2025
Revenue Expenses · by fiscal year end
Financials of OREGON SCOTTISH RITE EDUCATION FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$230,555$206,777$23,778$3,356,953$2,789$3,354,164
December 31, 2024990$2,081,363$124,254$1,957,109$3,030,251$0$3,030,251
December 31, 2023990$168,357$103,389$64,968$982,108$0$982,108
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$23,444
Dividends
$84,278
Interest
$1,715
Net gain from sales of assets
$91,913
Other income
$29,205

Expenses

Grants and similar amounts paid
$128,212
Disbursements for charitable purposes
$130,577
Excise tax on investment income
$2,190

Balance sheet and other

Total assets, start of year
$3,030,252
Total assets, end of year
$3,356,953
Total liabilities, end of year
$2,789
Net assets, end of year
$3,354,164
Fair market value of assets
$3,356,953
Qualifying distributions
$130,577
Net investment income
$177,906

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TED BALESTRERI
709 SW 15TH AVENUE, PORTLAND, OR 97205
PRESIDENT1$0
CHARLES ADAMS
709 SW 15TH AVENUE, PORTLAND, OR 97202
VICE PRESIDE1$0
JAMES LAMB
709 SW 15TH AVENUE, PORTLAND, OR 97205
SECRETARY1$0
ECKHARD GAZOW
709 SW 15TH AVENUE, PORTLAND, OR 97205
TREASURER1$0
MEL LAMBERT
709 SW 15TH AVENUE, PORTLAND, OR 97205
DIRECTOR1$0
NICK JONES
709 SW 15TH AVENUE, PORTLAND, OR 97202
DIRECTOR1$0
CHRIS RITZAU
709 SW 15TH AVENUE, PORTLAND, OR 97205
DIRECTOR1$0
FRANK DREW
709 SW 15TH AVENUE, PORTLAND, OR 97205
DIRECTOR1$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
NICK JONESDIRECTOR
Trustee or director
1$0
MEL LAMBERTDIRECTOR
Trustee or director
1$0
CHARLES ADAMSVICE PRESIDE
Officer
1$0
TED BALESTRERIPRESIDENT
Officer
1$0
ECKHARD GAZOWTREASURER
Officer
1$0
JAMES LAMBSECRETARY
Officer
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MEL LAMBERTDIRECTOR
Trustee or director
1$0
CHARLES ADAMSVICE PRESIDE
Officer
1$0
ECKHARD GAZOWTREASURER
Officer
1$0
NICHOLAS JOHNSPRESIDENT
Officer
1$0
JAMES LAMBSECRETARY
Officer
1$0

Address and contacts

Address (IRS master file)
709 SW 15TH AVE, PORTLAND, OR 97205-1906
Signed the 990-PF
ECKHARD GAZOW, TREASURER
Phone
(503) 226-7827
Return prepared by
VERITY ACCOUNTANCY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-6024129
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,356,953
Income (IRS master file)
$727,196

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$230,555$206,777$3,356,953XML
990December 2024$2,081,363$124,254$3,030,251IRS
990December 2023$168,357$103,389$982,108XML
990December 2022$53,329$68,669$826,935IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-6024129).

Questions about OREGON SCOTTISH RITE EDUCATION FOUNDATION INC

What is the EIN of OREGON SCOTTISH RITE EDUCATION FOUNDATION INC?
The employer identification number (EIN) of OREGON SCOTTISH RITE EDUCATION FOUNDATION INC is 93-6024129.
Is OREGON SCOTTISH RITE EDUCATION FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to OREGON SCOTTISH RITE EDUCATION FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OREGON SCOTTISH RITE EDUCATION FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of OREGON SCOTTISH RITE EDUCATION FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OREGON SCOTTISH RITE EDUCATION FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of OREGON SCOTTISH RITE EDUCATION FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does OREGON SCOTTISH RITE EDUCATION FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $230,555, expenses of $206,777 and total assets of $3,356,953 at year end.

Other nonprofits in PORTLAND

All nonprofits in PORTLAND · Oregon · Mutual and membership benefit