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PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND (EIN 46-1031284)
Tax period: 2025-04-01 to 2026-03-31
Filed: 2026-07-06
IRS object ID: 202621879349100302
Schema version: 2025v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Compensation Explanation
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-06T08:46:32-04:00	ReturnTs
Tax Period End	2026-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	208473468	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WELLS AND PRIEST INC CPA'S	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 250	AddressLine1Txt
City	NEWARK	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	430580250	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461031284	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PAST EXHALTED RULERS ASSOCIATION	BusinessNameLine1Txt
Business Name Line2	OF NEWARK OH LODGE 391 CHARITY FD	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	PAST	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 280	AddressLine1Txt
City	NEWARK	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	430580280	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LARRY WISE	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	7404048540	PhoneNum
Signature	2026-06-29	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY M PRIEST	PreparerPersonNm
PTIN	P00025170	PTIN
Phone	7403498616	PhoneNum
Preparation	2026-06-29	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$118,193	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$73,553	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$73,553	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$260	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$116	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$376	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$47,475	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$47,475	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$47,851	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$47,475	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$25,702	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$92,491	CashBOYAmt
Cash EOY	$118,193	CashEOYAmt
Cash EOYFMV	$118,193	CashEOYFMVAmt
Total Assets BOY	$92,491	TotalAssetsBOYAmt
Total Assets EOY	$118,193	TotalAssetsEOYAmt
Total Assets EOYFMV	$118,193	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$1,025	AccountsPayableBOYAmt
Accounts Payable EOY	$1,025	AccountsPayableEOYAmt
Total Liabilities BOY	$1,025	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,025	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$91,466	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$117,168	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$91,466	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$117,168	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$92,491	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$118,193	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$91,466	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$25,702	ExcessRevenueOverExpensesAmt
Subtotal	$117,168	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$117,168	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	NA	WebsiteAddressTxt
Individual With Books	MARK GILLIGAN	IndividualWithBooksNm
Phone	7404048540	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	73 N 3RD ST	AddressLine1Txt
City	NEWARK	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43055	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD SCOTT
PO BOX 280	NEWARK	OH	43058	VICE PRESIDE	000.00	$0	$0	$0
DAVE UNDERHILL
PO BOX 280	NEWARK	OH	43058	PRESIDENT	000.00	$0	$0	$0
LARRY WISE
PO BOX 280	NEWARK	OH	43058	TREASURER	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$99,972	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$99,972	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$99,972	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,500	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$98,472	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,924	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,924	MinimumInvestmentReturnAmt
Distributable Before Adj	$4,924	DistributableBeforeAdjAmt
Distributable Before Ded	$4,924	DistributableBeforeDedAmt
Distributable As Adjusted	$4,924	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$47,475	ExpensesAndContributionsAmt
Qualifying Distributions	$47,475	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,924	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$4,506	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$18,646	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$19,270	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$20,924	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$28,730	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$92,076	TotalExcessDistributionCyovAmt
Qualifying Distributions	$47,475	QualifyingDistributionsAmt
Applied To Current Year	$4,924	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$42,551	RemainingDistriFromCorpusAmt
Total Corpus	$134,627	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$4,506	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$130,121	ExcessDistriCyovToNextYrAmt
Excess From Year4	$18,646	ExcessFromYear4Amt
Excess From Year3	$19,270	ExcessFromYear3Amt
Excess From Year2	$20,924	ExcessFromYear2Amt
Excess From Year1	$28,730	ExcessFromYear1Amt
Excess From Current Year	$42,551	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
20TH CENTURY CLUB
PO BOX 8617	NEWARK	OH	43058	NC	BOTANIST SPONSON	$500
AMERICAN RED CROSS
143 S 30TH ST	NEWARK	OH	43055	PC	DISASSTER FUNDING	$500
BUCKEYE VALLEY FAMILY YMCA
470 W CHURCH ST	NEWARK	OH	43055	PC	SCHOLARSHIP	$1,000
C-TEC
150 PRRICE RD	NEWARK	OH	43055	NC	SCHOLARSHIP	$4,000
ELKS NATIONAL FOUNDATION
2750 N LAKEVIEW DR	CHICAGO	IL	60614	POF	GENERAL FUNDING	$3,700
LICKING COUNTY HUMANE SOCIETY
825 THORNWOOD DR	HEATH	OH	43056	PC	GENERAL FUNDING	$3,000
LICKING COUNTY SHERIFF
155 E MAIN ST	NEWARK	OH	43055	NC	DRUG ENFORCEMENT	$3,000
MOUND CITY LITTLE LEAGUE
PO BOX 518	NEWARK	OH	43058	NC	BANNER	$800
OHIO ELKS ASSOC CEREBRAL PALSY FD
829 CUNNINGHAM RD	SALEM	OH	44460	POF	GENERAL FUNDING	$3,200
OHIO ELKS ENDOWMENT
829 CUNNINGHAM RD	SALEM	OH	44460	POF	GENERAL FUNDING	$625
SALVATION ARMY
250 E MAIN ST	NEWARK	OH	43055	PC	GENERAL FUNDING	$2,500
NEWARK PARKS & RECREATION
40 W MAIN ST	NEWARK	OH	43055	NC	CHAINSAW/TRIMMER	$1,400
MUSKINGUM UNIVERSITY
260 STADIUM DR	NEW CONCORD	OH	43762	NC	SCHOLARSHIP	$500
CAMP O'BANNON
9688 BUTLER RD	NEWARK	OH	43055	PC	SUMMER CAMP	$3,000
LAKEWOOD ATHLETIC BOOSTERS
9331 LANCER RD	HEBRON	OH	43025	NC	EQUIPMENT & SHIRTS	$1,000
OHIO STRZ
7959 PANHANDLE RD	HEATH	OH	43056	NC	TEAM SPONSOR	$1,000
NEWARK ELKS CP
PO BOX 280	NEWARK	OH	43058	POF	ANNUAL COMMITMENT	$200
NEWARK CITY SCHOOLS DIGITAL ACADEMY
1440 GRANVILLE RD	NEWARK	OH	43055	NC	CAR SHOW SPONSOR	$500
BIT BROTHERS BIG SISTERS
62 W LOCUST ST	NEWARK	OH	43055	PC	SPOORTS SPONSORSHIP	$500
FOOD PANTRY NETWORK
1035 BRICE ST	NEWARK	OH	43055	PC	BANQUET SPONSOR	$2,500
VILLAGE CREATIVE DANCE
744 FRANCIS	HEATH	OH	43056	NC	DIAMOND SPONSOR	$1,500
LICKING COUNTY COALITION
105 JEFFERSON ST	NEWARK	OH	43055	NC	GENERAL FUNDING	$2,000
NATIONAL CHILD SAFETY
165 E MAIN ST	NEWARK	OH	43055	NC	CAR SEATS	$1,000
OHIO HOSPICE FOUNDATION
2269 CHERRY VALLEY RD	NEWARK	OH	43055	PC	GOLF SPONSOR	$1,500
FIRST UNITED METHODIST CHURCH
88 N 5TH ST	NEWARK	OH	43055	NC	HOMELESS MINISTRY	$1,000
HEATH ATHLETIC BOOSTERS
PO BOX 2411	NEWARK	OH	43058	NC	BANQUET SPONSOR	$1,750
ST LOUISVILLE POLICE
368 JEFFERSON RD	NEWARK	OH	43055	NC	PRINTERS/BRACKETS	$2,300
CARSON ELEMENTARY SCHOOL
549 E MAIN ST	NEWARK	OH	43055	NC	PLAYGROUND EQUIPMENT	$1,000
LICKING COUNTY PROSECUTOR
65 E MAIN ST	NEWARK	OH	43055	NC	CHILS ABUSE TASK FORCE	$1,000
LICKING COUNTY FARM BUREAU
1625 A SHARON AVED	ZANESVILLE	OH	43701	NC	SILVER SPONSOR	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$47,475	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	BENEVOLENT PROT ORDER OF ELKS 391	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	73 N THIRD ST	AddressLine1Txt
City	NEWARK	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43055	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$73,486	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$260	Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	LARRY WISE	PersonNm
Short Explanation	SIGNATURE OFFICER	ShortExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
CHECK ORDER	$116