Skip to content
Nonprofiteer
← SQUARE AND COMPASSES HOLDING

Form 990 for tax year 2023

Filed by SQUARE AND COMPASSES HOLDING.

Totals

Total revenue
$320,387
Total expenses
$729,399
Contributions and grants received
$0
Grants paid
$700,000
Program service revenue
$0
Investment income
$320,387
Other revenue
$0
Total assets, end of year
$13,488,560
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$13,488,560
Program services expenses (Part IX)
$700,000
Management and general expenses
$29,399
Fundraising expenses
$0
Program service expenses (Part III)
$700,000

Program services were 96.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $361,521 · excluded $361,521

  • 7a · Gross sales of assets other than inventory

    securities $680,103

  • 7b · Less cost or other basis and sales expenses

    securities $721,237

  • 7c · Gain or loss

    securities -$41,134

  • 7d · Net gain or loss

    total -$41,134 · excluded -$41,134

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $700,000 · program services $700,000

  • 11c · Fees: accounting

    total $1,850 · management and general $1,850

  • 11f · Fees: investment management

    total $19,700 · management and general $19,700

  • 23 · Insurance

    total $2,021 · management and general $2,021

  • 24a · Other expenses: FOREIGN TAX

    total $5,528 · management and general $5,528

  • 24b · Other expenses: MEALS EXPENSE

    total $300 · management and general $300

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $12,179,474 · end of year $13,488,560

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $12,179,474 · end of year $13,488,560

Mission and programs · 2023

Mission

ENDOWMENT FUND MAKING GRANTS TO SPECIFIED CHARITIES IN TEXAS

  • PROVIDING GENERAL SUPPORT FOR THE TEXAS MASONIC CHARITIES FOUNDATION, WHICH PROVIDES FUNDS TO MASONIC CHARITIES.

    Expenses $450,000 · Grants $450,000

  • PROVIDING GENERAL SUPPORT FOR THE MASONIC CHILDREN AND FAMILY SERVICES OF TEXAS THAT PARTNERS WITH CHARITABLE ORGANIZATION, MEDICAL PROFESSIONALS AND EDUCATIONAL FACILITIES TO PROVIDE SAFETY, COMFORT, FOOD, SHELTER, HEALTHCARE, AND EDUCATIONAL SERVICES - BASIC NEEDS THAT EVERY CHILD AND FAMILY DESERVE.

    Expenses $250,000 · Grants $250,000

As filed on the 2023 return.

Listed in Part VII

  • Rick Townsend

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Fred Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Brian R Dodson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Elmer Murphey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Martin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Griffin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tommy Ellison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Philip Morehead

    COUNSEL

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
24 April 2024
IRS schema version
2023v5.0
Source object
202431249349301603

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.