Michigan Scottish Rite Fund

SHELBY TOWNSHIP, MI EIN: 38-2623713

Michigan Scottish Rite Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBY TOWNSHIP, MI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 18 grants totaling $20K. Net investment income was $109K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+4.0% YoY

Annual Giving

$20K

-56.8% YoY

Grant Count

18

-33.3% YoY

Avg Grant Size

$1K

-35.2% YoY

Under IRS private-foundation payout rules, Michigan Scottish Rite Fund reported a distributable amount of $85K for 2024 — the minimum it must pay out in qualifying distributions.

About Michigan Scottish Rite Fund

Based on IRS filings

Michigan Scottish Rite Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBY TOWNSHIP, MI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 18 grants totaling $20K. Net investment income was $109K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AdrianAlleganAllen ParkAlphaAnn ArborAuburnBaltimoreBattle CreekBay CityBellaireBellevilleBenzoniaBerkleyBrightonBrownstownBrutusCantonCaroCascoCave Creek

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$44K$89K$133K$177K2021202220232024
Metric202420232022
Total Assets$1,388,411$1,335,283$1,281,353
Revenue$131,610$161,029$154,487
Expenses$78,482$107,099$68,188
Qualifying Distributions$78,482$107,099$68,188
Net Investment Income$108,960$146,770$141,856
Distributable Amount$85,397$74,611$81,090

Giving Over Time

Total grant dollars and number of grants per year

$0$17K$34K$51K$68K41 grants202133 grants202227 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Lorraine Terpening$2KBenjamin Traxter$2KAbigail Pickell$1KHunter Vennevy$1KJacqueline Kosmos$1KHolly Thompson$1KKimberley Thompson$1KBrandon Wilcox$1KZackary Zervos$1KOwen Hansen$1K

Grant Size Distribution

119 grants across all recorded years

119<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lorraine Terpening ($1,500), Benjamin Traxter ($1,500), Abigail Pickell ($1,400).

RecipientPurposeAmount
Owen Hansen Traverse City, MITuition only grant in aid$1,100
Jacqueline Kosmos Allen Park, MITuition only grant in aid$1,200
Abigail Pickell Daytona Beach, FLTuition only grant in aid$1,400
Nora Rohloff Negaunee, MITuition only grant in aid$700
Alexandra Shaul Riverview, MITuition only grant in aid$700
Scott Sutherland Melvindale, MITuition only grant in aid$1,000
Lorraine Terpening Holly, MITuition only grant in aid$1,500
Brandon Thompson Norton Shores, MITuition only grant in aid$1,100
Holly Thompson Jonesville, MITuition only grant in aid$1,200
Kimberley Thompson Jonesville, MITuition only grant in aid$1,200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Walter F WheelerPresident1
David G BoringVice-President1
Jacob J HayrynenVice-President1
Fred R JexTreasurer3
Gerald F ThorpVice-President1
William DoverVice-President1
Erwin ODellVice-President1
Marshbanks TimothyVice-President3
Crosby DavidSecretary1
Engle BarrettDirector1
Schmitz ToddDirector1
Hapworth ScottDirector1
Finazzo MichaelDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Michigan Scottish Rite Fund?

Michigan Scottish Rite Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBY TOWNSHIP, MI. It holds $1.4M in total assets as of 2024.

How large is Michigan Scottish Rite Fund?

As of 2024, Michigan Scottish Rite Fund holds $1.4M in total assets with $132K in annual revenue. It awarded 18 grants totaling $20K in 2024.

Where does Michigan Scottish Rite Fund operate?

Michigan Scottish Rite Fund has awarded grants in Arizona, Florida, Georgia, Massachusetts, Maryland, Michigan, North Carolina.

What size grants does Michigan Scottish Rite Fund award?

In 2024, Michigan Scottish Rite Fund awarded 18 grants totaling $20K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Michigan Scottish Rite Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Michigan Scottish Rite Fund reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Michigan Scottish Rite Fund's EIN?

Michigan Scottish Rite Fund's EIN (Employer Identification Number) is 38-2623713. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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