The Oregon Scottish Rite Educ Fdn
The Oregon Scottish Rite Educ Fdn is a public charity based in Portland, Oregon. Formed in 1960, it supports students through scholarships, fellowships, and other financial assistance.
The Oregon Scottish Rite Educ Fdn at a glance
In short: The Oregon Scottish Rite Educ Fdn gave $128K across 40 grants in 2025 (avg $3K), top state Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $128,212
- Grants made (2025)
- 40
- Average grant
- $3,205
- Median grant
- $3,000
- Total assets
- $3,356,953
- +10.8% vs 2024
- Primary geography
- Oregon (47% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The Oregon Scottish Rite Educ Fdn
- Contact
Mailing address: 709 Sw 15Th Avenue, Portland, OR 97205
Phone: (503) 226-7827
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Oregon Scottish Rite Educ Fdn funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was T Hinkelman ($1K). Together the top 2 received $2K.
Organizations only. It also paid 38 individual scholarships ($126,500), which are not listed by name.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
The organization’s 2025 grants went to individual recipients in multiple states. Oregon accounted for 47% of grant dollars, followed by California at 23%, Idaho at 9%, Arizona at 5%, and Washington at 4%.
Grant Distribution by State
Share of 2025 grant dollars across all 40 itemized grants.
Cities
How The Oregon Scottish Rite Educ Fdn gives
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 40 grants totaling $128K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 38 individual scholarships Recipients not named | — | $126,500 |
| T Hinkelman Portland, OR | Scholarship | $1,212 |
| Oregon Demolay Portland, OR | Donation | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,356,953 | $230,555 | $206,777 | $128,212 | 40 | $130,577 | $157,582 | $155,098 |
| 2024 | $3,030,251 | $2,081,363 | $124,254 | — | — | — | $165,859 | — |
| 2023 | $982,108 | $168,357 | $103,389 | — | — | — | $23,320 | — |
| 2022 | $826,935 | $53,329 | $68,669 | — | — | — | $29,766 | — |
| 2021 | $984,996 | $114,555 | $34,488 | — | — | — | $80,937 | — |
| 2020 | $877,416 | $56,089 | $57,073 | — | — | — | $26,887 | — |
Under IRS private-foundation payout rules, The Oregon Scottish Rite Educ Fdn reported a distributable amount of $155K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The organization states that its mission is to receive, hold, and apply scholarships, fellowships, and other financial assistance for deserving, qualified, and acceptable students. Its filing also describes leadership communication and education activities with local Valleys throughout Oregon.
Grantmaking
In 2025, the organization reported 40 grants totaling $128,212. Grant amounts ranged from $500 to $15,000, with a median of $3,000. The largest listed grants were $15,000 to an individual recipient in California and $10,000 each to individual recipients in Oregon and California; each was designated for a scholarship. The filing reports that 47% of grant dollars went to Oregon recipients, 23% to California, 9% to Idaho, 5% to Arizona, and 4% to Washington.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ted Balestreri as president; Charles Adams as vice president; James Lamb as secretary; Eckhard Gazow as treasurer; and Mel Lambert, Nick Jones, Chris Ritzau, and Frank Drew as directors. The filing states that the Sovereign Grand Inspector General–Deputy in Oregon has authority to modify directors’ actions, including appointing and removing directors.
The Oregon Scottish Rite Educ Fdn is led by Ted Balestreri, President on every filing since 2024; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ted Balestreri
President
On filings since 2024
1 hr/week
No compensation reported
Mel Lambert
Director
On filings since 2021
1 hr/week
No compensation reported
Nick Jones
Director
On filings since 2024
1 hr/week
No compensation reported
Chris Ritzau
Director
New on the 2025 filing
1 hr/week
No compensation reported
Frank Drew
Director
New on the 2025 filing
1 hr/week
No compensation reported
Eckhard Gazow
Treasurer
Secretary & Treasurer → Treasurer, 2021
On filings since 2020
1 hr/week
$10K (2021) → $0 (2025)
Charles Adams
Vice President
Director → Vice President, 2022
On filings since 2021
1 hr/week
No compensation reported
James Lamb
Secretary
On filings since 2021
1 hr/week
No compensation reported
Former officers (5)
- Former: Nicholas Johns (2021–2023) — President
- Former: Sterling Anton (2021–2022) — Director
- Former: Dale Vanderpool (2020) — President
- Former: Paul Temple (2020) — Director
- Former: Wayne Ford (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $10K, to Eckhard Gazow (Treasurer).
Frequently asked questions about The Oregon Scottish Rite Educ Fdn
How much does The Oregon Scottish Rite Educ Fdn give each year?
The Oregon Scottish Rite Educ Fdn gave $128K across 40 grants in 2025, according to its 2025 IRS Form 990-PF.
What is The Oregon Scottish Rite Educ Fdn's typical grant size?
The Oregon Scottish Rite Educ Fdn's median grant in 2025 was $3,000, and its average grant was $3,205, across 40 grants on its 2025 IRS Form 990-PF.
Where does The Oregon Scottish Rite Educ Fdn give grants?
The Oregon Scottish Rite Educ Fdn's top state is Oregon, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (23%) and Idaho (9%). The most frequent recipient cities were Portland, OR (2 grants).
Does The Oregon Scottish Rite Educ Fdn give general operating support?
Not in 2025: none of the 40 grants with a stated purpose on The Oregon Scottish Rite Educ Fdn's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (39 grants).
How large is The Oregon Scottish Rite Educ Fdn?
The Oregon Scottish Rite Educ Fdn reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $131K in qualifying distributions that year, against a required minimum of $155K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Oregon Scottish Rite Educ Fdn fund?
The organization states that its mission is to receive, hold, and apply scholarships, fellowships, and other financial assistance for deserving, qualified, and acceptable students. Its filing also describes leadership communication and education activities with local Valleys throughout Oregon. See mission & focus areas ↑
How do I apply for a grant from The Oregon Scottish Rite Educ Fdn?
The Oregon Scottish Rite Educ Fdn has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is The Oregon Scottish Rite Educ Fdn's EIN?
The Oregon Scottish Rite Educ Fdn's EIN (Employer Identification Number) is 93-6024129. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 13, 2026)
- IRS filings on file for fiscal years 2020–2025
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Figures come from The Oregon Scottish Rite Educ Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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