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← MASONIC CHARITY FOUNDATION OF NEW MEXICO INC

Form 990 for tax year 2025

Filed by MASONIC CHARITY FOUNDATION OF NEW MEXICO INC.

Totals

Total revenue
$436,291
Total expenses
$255,310
Contributions and grants received
$24,164
Grants paid
$218,102
Program service revenue
$47,000
Investment income
$363,420
Other revenue
$1,707
Total assets, end of year
$4,683,809
Total liabilities, end of year
$358,719
Net assets or fund balances, end of year
$4,325,090
Program services expenses (Part IX)
$255,310
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$255,310

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $24,164

  • 2a · Program service revenue: HIGGINS TRUST

    total $47,000 · related or exempt $47,000

  • 3 · Investment income

    total $109,022 · excluded $109,022

  • 7a · Gross sales of assets other than inventory

    securities $163,599 · other assets $195,895

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

    securities $105,096

  • 7c · Gain or loss

    securities $58,503 · other assets $195,895

  • 7d · Net gain or loss

    total $254,398 · related or exempt $254,398

  • 11a · Other revenue: ADVISORY FEE REFUND

    total $1,707 · excluded $1,707

  • 11e · Other revenue, total

    $1,707

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $215,102 · program services $215,102

  • 2 · Grants to domestic individuals

    total $3,000 · program services $3,000

  • 5 · Compensation of officers, directors and key employees

    total $6,181 · program services $6,181

  • 6 · Compensation of disqualified persons

    total $1,404 · program services $1,404

  • 10 · Payroll taxes

    total $626 · program services $626

  • 11f · Fees: investment management

    total $28,914 · program services $28,914

  • 13 · Office expenses

    total $27 · program services $27

  • 24a · Other expenses: BANK SERVICE CHARGES

    total $36 · program services $36

  • 24b · Other expenses: FILING FEES

    total $10 · program services $10

  • 24c · Other expenses: TAXES, OTHER

    total $10 · program services $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,169

  • 2 · Savings and temporary cash investments

    beginning of year $6,366 · end of year $16,666

  • 11 · Investments: publicly traded securities

    beginning of year $3,237,517 · end of year $3,556,104

  • 12 · Investments: other securities

    beginning of year $1,035,443 · end of year $1,111,039

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,414 · end of year $15,278

  • 19 · Deferred revenue

    beginning of year $247,649 · end of year $343,441

  • 27 · Net assets without donor restrictions

    beginning of year $2,830,179 · end of year $3,214,053

  • 28 · Net assets with donor restrictions

    beginning of year $1,203,253 · end of year $1,111,037

Mission and programs · 2025

Mission

CHARITY AND NEW MEXICO COMMUNITIES OUTREACH

  • ON A CONTINUING BASIS, MAKING CONTRIBUTIONS TO INDIVIDUALS IN NEED AND TO COMMUNITY ORGANIZATIONS.

    Expenses $255,310 · Grants $218,102

As filed on the 2025 return.

Listed in Part VII

  • A Dominic Longoria

    SECRETARY

    Total calculated
    $6,181
    From this org
    $6,181
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Gene Berry

    MEMBER

    Total calculated
    $0

  • James D Combs

    TREASURER

    Total calculated
    $0

  • Michael J Freitas

    MEMBER

    Total calculated
    $0

  • Sam A Kelley

    MEMBER

    Total calculated
    $0

  • Kerry 'Kt' Manis

    MEMBER

    Total calculated
    $0

  • James R Overfelt

    MEMBER

    Total calculated
    $0

  • Gary Lee Scott

    CHAIRMAN

    Total calculated
    $0

  • Paul A Smith

    MEMBER

    Total calculated
    $0

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

  • COMMUNITY FOUNDATION OF LINCOLN COU

    $25,000

  • VALLEY OF LAS CRUCES LEARNING CENTE

    $12,190

  • PORTALES LODGE NO 26

    $10,500

  • CHAMA LODGE NO 17 AF7AM

    $8,160

  • MONTEZUMA LODGE NO 1 AF&AM

    $8,000

  • SOCORRO LODGE NO 9 AF&AM

    $7,393

  • LA CUEVA FIRE DEPARTMENT

    $5,300

Provenance

Return type
form_990
Tax year
2025
Filed
15 March 2026
IRS schema version
2025v4.0
Source object
202600759349300765

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