Form 990 for tax year 2023
Filed by SUPREME COUNCIL BENEVOLENT FOUNDATION.
Totals
- Total revenue
- $1,792,223
- Total expenses
- $7,139,052
- Contributions and grants received
- $1,675,584
- Grants paid
- $1,386,665
- Program service revenue
- $0
- Investment income
- $116,639
- Other revenue
- $0
- Total assets, end of year
- $110,465,625
- Total liabilities, end of year
- $1,594,197
- Net assets or fund balances, end of year
- $108,871,428
- Program services expenses (Part IX)
- $5,624,251
- Management and general expenses
- $862,534
- Fundraising expenses
- $652,267
- Program service expenses (Part III)
- $5,624,251
Program services were 78.8% 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.
-
1f · All other contributions, gifts and grants
$1,675,584
-
3 · Investment income
total $2,575,370 · excluded $2,575,370
-
7a · Gross sales of assets other than inventory
securities $52,105,995
-
7b · Less cost or other basis and sales expenses
securities $54,564,726
-
7c · Gain or loss
securities -$2,458,731
-
7d · Net gain or loss
total -$2,458,731 · excluded -$2,458,731
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $855,000 · program services $855,000
-
2 · Grants to domestic individuals
total $531,665 · program services $531,665
-
5 · Compensation of officers, directors and key employees
total $187,828 · program services $37,566 · management and general $18,783 · fundraising $131,479
-
7 · Other salaries and wages
total $246,925 · program services $49,385 · management and general $24,692 · fundraising $172,848
-
8 · Pension plan contributions
total $31,194 · program services $6,932 · fundraising $24,262
-
9 · Other employee benefits
total $26,777 · program services $4,663 · management and general $5,796 · fundraising $16,318
-
10 · Payroll taxes
total $21,768 · program services $4,353 · management and general $2,177 · fundraising $15,238
-
11c · Fees: accounting
total $50,519 · management and general $50,519
-
11f · Fees: investment management
total $98,247 · program services $98,247
-
13 · Office expenses
total $164,787 · program services $160,671 · management and general $4,116
-
16 · Occupancy
total $2,571 · program services $2,571
-
17 · Travel
total $14,412 · program services $14,412
-
22 · Depreciation, depletion and amortization
total $517,046 · program services $437,702 · fundraising $79,344
-
24a · Other expenses: SHARED SERVICES
total $3,750,000 · program services $3,000,000 · management and general $750,000
-
24b · Other expenses: COMM. MARKETING & PROMO
total $518,464 · program services $318,456 · fundraising $200,008
-
24c · Other expenses: POSTAGE & MAILING
total $88,575 · program services $79,030 · fundraising $9,545
-
24d · Other expenses: AMORTIZATION
total $32,254 · program services $22,578 · management and general $6,451 · fundraising $3,225
-
24e · All other expenses
total $1,020 · program services $1,020
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,931,836 · end of year $1,977,828
-
3 · Pledges and grants receivable
beginning of year $263,900 · end of year $220,796
-
10a · Land, buildings and equipment: cost or other basis
$5,958,869
-
10b · Land, buildings and equipment: accumulated depreciation
$3,032,929
-
10c · Land, buildings and equipment, net
beginning of year $3,442,986 · end of year $2,925,940
-
11 · Investments: publicly traded securities
beginning of year $99,803,453 · end of year $105,244,299
-
15 · Other assets
beginning of year $129,016 · end of year $96,762
-
17 · Accounts payable and accrued expenses
beginning of year $18,685 · end of year $78,121
-
25 · Other liabilities
beginning of year $1,507,651 · end of year $1,516,076
-
27 · Net assets without donor restrictions
beginning of year $97,494,058 · end of year $102,055,539
-
28 · Net assets with donor restrictions
beginning of year $6,550,797 · end of year $6,815,889
Mission and programs · 2023
Mission
TO SUPPORT RESEARCH AND THE DEVELOPMENT OF APPROACHES TO PREVENT, DIAGNOSE AND TREAT SCHIZOPHRENIA AND DYSLEXIA. THE FOUNDATION SUPPORTS THE FRATERNITY IN ALL ITS CHARITABLE AND EDUCATIONAL ENDEAVORS, INCLUDING NORTHERN LIGHT, MUSEUM & LIBRARY AND BENEVOLENT FOUNDATION GRAND ALMONER FUND.
Activities or mission (Part I)
FUNDING OF CHARITABLE OUTREACH PROGRAMS
-
CONTRIBUTIONS TO VARIOUS CHARITIES AND CHARITABLE OUTREACH SERVICES
Expenses $5,624,251 · Grants $1,386,665
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Barnes DavidBARNES DAVID
TRUSTEE/MUSEUM BOARD MEMBE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Bateman RobertBATEMAN ROBERT
TRUSTEE/CDC BOARD MEMBER/D
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Brewer EldridgeBREWER ELDRIDGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Bryden JeffreyBRYDEN JEFFREY
TRUSTEE/DEPUTY WI/ADMIN CO
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Clark GregoryCLARK GREGORY
TRUSTEE/TREASURER CDC/DEPU
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Clay KennethCLAY KENNETH
TRUSTEE/DEPUTY NH/CDC BOAR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Cracco AnthonyCRACCO ANTHONY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Dewolf Michael ADEWOLF MICHAEL A
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Duquette Donald DDUQUETTE DONALD D
TRUSTEE/MUSEUM BOARD MEMBE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Easterling Jr James FEASTERLING JR JAMES F
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Elliot Jr Phillip RELLIOT JR PHILLIP R
TRUSTEE/CDC BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Elliot Richard WELLIOT RICHARD W
TRUSTEE/ADMIN COUNCIL/MUSE
- Total calculated
- $172,035
- From this org
- $0
- From related orgs
- $134,900
- Other
- $37,135
- Hours/week
- 1 + 6 related
Schedule J breakdown matched by us
- Base
- $0 + $134,900 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $37,135 related
- Filer's total
- $0 + $172,035 related
-
Gardener StephenGARDENER STEPHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Graff Gary NGRAFF GARY N
TRUSTEE/CDC BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Hamilton GeorgeHAMILTON GEORGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Hayrynen Jacob EHAYRYNEN JACOB E
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Heath Alan RHEATH ALAN R
TRUSTEE/CDC BOARD MEMBER/G
- Total calculated
- $99,425
- From this org
- $0
- From related orgs
- $71,613
- Other
- $27,812
- Hours/week
- 1 + 39 related
-
Hecht KevinHECHT KEVIN
TRUSTEE/DEPUTY CT/DIRECTOR
- Total calculated
- $208,002
- From this org
- $0
- From related orgs
- $161,809
- Other
- $46,193
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $161,809 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $46,193 related
- Filer's total
- $0 + $208,002 related
-
Heldman DonaldHELDMAN DONALD
TRUSTEE/DEPUTY OH/SECRETAR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Humphrey L ArbyHUMPHREY L ARBY
TRUSTEE/ VP OF CDC
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Inglis Scott DINGLIS SCOTT D
TRUSTEE/ DEPUTY MA
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Jordan GregoryJORDAN GREGORY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Karstens WilliamKARSTENS WILLIAM
TRUSTEE/DEPUTY VT/MUSEUM B
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Kaylor Douglas NKAYLOR DOUGLAS N
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Kennedy Craig AKENNEDY CRAIG A
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Labagh Thomas RLABAGH THOMAS R
TRUSTEE/MUSEUM BOARD MEMBE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Marshbanks TimotheyMARSHBANKS TIMOTHEY
TRUSTEE/DEPUTY MI
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
McCarthy Stephen JMCCARTHY STEPHEN J
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
McIntosh MichaelMCINTOSH MICHAEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
McNaughton John BrianMCNAUGHTON JOHN BRIAN
TRUSTEE
- Total calculated
- $171,326
- From this org
- $0
- From related orgs
- $120,375
- Other
- $50,951
- Hours/week
- 14 + 26 related
Schedule J breakdown matched by us
- Base
- $0 + $120,375 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $50,951 related
- Filer's total
- $0 + $171,326 related
-
McNaughton John WmMCNAUGHTON JOHN WM
TRUSTEE/FORMER PRESIDENT/A
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Moran Donald MMORAN DONALD M
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Morris G MichaelMORRIS G MICHAEL
TRUSTEE/DEPUTY NY/CDC BOAR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Parkinson Keith EPARKINSON KEITH E
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Patterson John RPATTERSON JOHN R
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Pittman EricPITTMAN ERIC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Plaskey Larry SPLASKEY LARRY S
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Policastro Douglas RPOLICASTRO DOUGLAS R
TRUSTEE/DEPUTY NJ/GRAND SE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Powell Richard JPOWELL RICHARD J
TRUSTEE/MUSEUM BOARD MEMBE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Poyton Kenneth FPOYTON KENNETH F
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Ross A JamesROSS A JAMES
TRUSTEE/MUSEUM BOARD MEMBE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Roup Paul JROUP PAUL J
TRUSTEE/DIRECTOR OF NORTHE
- Total calculated
- $151,522
- From this org
- $0
- From related orgs
- $132,022
- Other
- $19,500
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $132,022 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $19,500 related
- Filer's total
- $0 + $151,522 related
-
Samiec Peter JSAMIEC PETER J
PRESIDENT/SOVEREIGN GRAND
- Total calculated
- $344,635
- From this org
- $0
- From related orgs
- $336,740
- Other
- $7,895
- Hours/week
- 22 + 18 related
Schedule J breakdown matched by us
- Base
- $0 + $258,000 related
- Bonus
- $0
- Other
- $0 + $78,740 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $7,895 related
- Filer's total
- $0 + $344,635 related
-
Simonton JeffrySIMONTON JEFFRY
TRUSTEE/DEPUTY ME
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Smith StevenSMITH STEVEN
TRUSTEE/DEPUTY RI/SECRETAR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
St Pierre Paul CST PIERRE PAUL C
TRUSTEE/DEPUTY IN
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Stefanakos StevenSTEFANAKOS STEVEN
TRUSTEE/MUSEUM BOARD MEMBE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Stein HenrySTEIN HENRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Swalm Ricky LSWALM RICKY L
TRUSTEE/MUSEUM TREASURER/DEPUTY DE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Wheeler Walter FWHEELER WALTER F
TRUSTEE/GRAND TREASURER GE
- Total calculated
- $220,068
- From this org
- $182,143
- From related orgs
- $0
- Other
- $37,925
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $182,143
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $37,925
- Filer's total
- $220,068
-
Wilson DanielWILSON DANIEL
TRUSTEE/CDC BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Work Bruce TWORK BRUCE T
TRUSTEE
- Total calculated
- $1,095
- From this org
- $0
- From related orgs
- $0
- Other
- $1,095
- Hours/week
- 1 + 5 related
-
Haisch Henry AHAISCH HENRY A
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Steele BridgetSTEELE BRIDGET
MANAGER OF RESEARCH AND GR
- Total calculated
- $157,217
- From this org
- $108,075
- From related orgs
- $0
- Other
- $49,142
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $108,075
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $49,142
- Filer's total
- $157,217
-
Glattly David AGLATTLY DAVID A
TRUSTEE/FORMER PRESIDENT
- Total calculated
- $130,433
- From this org
- $0
- From related orgs
- $103,314
- Other
- $27,119
- Hours/week
- 1 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $103,314 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $27,119 related
- Filer's total
- $0 + $130,433 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- PETER SAMIEC - DEFERRED COMPENSATION OF $29,000 DURING CALENDAR YEAR 2023.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
CHILDREN'S DYSLEXIA CENTERS INC
$425,000
CHILDRENS DYSLEXIA CENTERS OPERATIONS SUPPORT
-
MUSEUM AND LIBRARY OPERATIONS SUPPORT
-
EDUCATION AND CHARITIES FUND SCHOLARSHIP SUPPORT
-
SCHIZOPHRENIA RESEARCH
-
SCHIZOPHRENIA RESEARCH
-
SCHIZOPHRENIA RESEARCH
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.
-
SUPREME COUNCIL OF THE SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ
501(C)(10) · FRATERNAL ORGANIZATION · MA
-
SUPREME COUNCIL EDUCATION AND CHARITY FUND
501(C)(3) · EDUCATIONAL SCHOLARSHIPS · MA
-
TRUSTEES OF THE SUPREME COUNCIL OF THE AASR
501(C)(2) · RECEIVE, MANAGE, AND CONVEY PROPERTY FOR THE SUPREME COUNCIL · MA
-
SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC
501(C)(3) · MASONIC MUSEUM & LIBRARY · MA
-
CHILDREN'S DYSLEXIA CENTERS INC
501(C)(3) · LEARNING CENTERS FOR CHILDREN WITH LEARNING DISABILITIES · MA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511649349300146
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