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← ANCIENT FREE & ACCEPTED MASONS OF OREGON

Form 990 for tax year 2023

Filed by ANCIENT FREE & ACCEPTED MASONS OF OREGON.

What the amendment changed

Compared with the return it replaced , filed 5 October 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$48,257 changed to $71,193
Total expenses
$23,936 changed to $58,731
Contributions and grants received
$20,052 changed to $49,089
Grants paid
$5,958 changed to $16,539
Investment income
$27,000 changed to $58,500
Other revenue
$1,205 changed to -$36,396
Total assets, end of year
$3,486,927 changed to $4,052,010
Net assets or fund balances, end of year
$3,486,927 changed to $4,052,010
Program services expenses
$10,172 changed to $0
Management and general expenses
$13,764 changed to $0
Program service expenses (Part III)
$10,172 changed to $32,596

Listed only on the later return

  • James Akers
  • Warren Burkholder

Totals

Total revenue
$71,193
Total expenses
$58,731
Contributions and grants received
$49,089
Grants paid
$16,539
Program service revenue
$0
Investment income
$58,500
Other revenue
-$36,396
Total assets, end of year
$4,052,010
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,052,010
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$32,596

Program services were 0.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $27,283

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $16,078

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $5,728

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $58,500 · related or exempt $58,500 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $25,073 · personal property $0

  • 6b · Less rental expenses

    real property $61,469 · personal property $0

  • 6c · Rental income or loss

    real property -$36,396 · personal property $0

  • 6d · Net rental income or loss

    total -$36,396 · related or exempt -$36,396 · unrelated business $0 · excluded $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,214

  • 2 · Grants to domestic individuals

    total $7,325

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $22,171

  • 11a · Fees: management

    total $7,590

  • 11b · Fees: legal

    total $2,500

  • 11f · Fees: investment management

    total $0

  • 12 · Advertising and promotion

    total $889

  • 13 · Office expenses

    total $3,862

  • 14 · Information technology

    total $889

  • 21 · Payments to affiliates

    total $2,773

  • 23 · Insurance

    total $852

  • 24e · All other expenses

    total $666

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,704 · end of year $11,199

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $22,816

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $2,263,210

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $2,263,210 · end of year $2,263,210

  • 11 · Investments: publicly traded securities

    beginning of year $1,174,846 · end of year $1,754,785

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $12,704 · end of year $34,015

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

    beginning of year $2,263,210 · end of year $2,263,210

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,174,846 · end of year $1,754,785

Mission and programs · 2023

Mission

Fraternal and benevolent services for Lodge members, other masons and masonic groups, and the local community through meetings and other activities promoting fraternal and benevolent objectives.

Activities or mission (Part I)

Fraternal and benevolent services for Lodge Members through meetings and other activities promoting fraternal and benevolent objectives.

  • Regularly scheduled monthly meetings of members which may include meals , beverages and snacks. Largest single payment was $2,461 total of 46+ different payments

    Expenses $22,170 · Revenue $1,040

  • payment of 3 scholarships of $1500 each on behalf of 3 Franklin High School graduates to Oregon public colleges and universities. and $1,357 to a Portland school reading program. and $1200 to Franklin High School for music and Multicultural programs.

    Expenses $5,069 · Grants $2,155 · Revenue $3,978

  • Contributions to charitable activities in the community including OMCF, Masonic Youth, and other miscellaneous charitable causes. Eleven checks largest was $2,000.

    Expenses $5,357 · Grants $3,857

As filed on the 2023 return.

Listed in Part VII

  • James Akers

    Building Manager

    Total calculated
    $6,300
    From this org
    $0
    From related orgs
    $0
    Other
    $6,300
    Hours/week
    10

  • Donald Stapleton

    Secretary

    Total calculated
    $4,140
    From this org
    $0
    From related orgs
    $0
    Other
    $4,140
    Hours/week
    5 + 5 related

  • Larry Harmon

    Treasurer

    Total calculated
    $2,760
    From this org
    $0
    From related orgs
    $0
    Other
    $2,760
    Hours/week
    5 + 5 related

  • Warren Burkholder

    Treasurer

    Total calculated
    $1,400
    From this org
    $0
    From related orgs
    $0
    Other
    $1,400
    Hours/week
    5

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

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PALESTINE MASONIC LODGE 141 TRUST

    C · IRRVOCABLE TRUST FOR MASONIC GIFTS · OR · share of income $50

Provenance

Return type
form_990
Tax year
2023
Filed
17 October 2024
IRS schema version
2023v5.0
Source object
202432969349301003

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