Form 990 for tax year 2023
Filed by ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ.
Totals
- Total revenue
- $412,757
- Total expenses
- $470,823
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $53,803
- Investment income
- $351,961
- Other revenue
- $6,993
- Total assets, end of year
- $7,327,929
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $7,327,929
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
2a · Program service revenue: MEMBERSHIP DUES
total $53,803 · related or exempt $53,803
-
3 · Investment income
total $130,265 · excluded $130,265
-
7a · Gross sales of assets other than inventory
securities $2,690,880
-
7b · Less cost or other basis and sales expenses
securities $2,469,184
-
7c · Gain or loss
securities $221,696
-
7d · Net gain or loss
total $221,696 · excluded $221,696
-
11a · Other revenue: SPECIAL PROGRAM RECEIPTS
total $4,309 · related or exempt $4,309
-
11b · Other revenue: MISCELLANEOUS RECEIPTS
total $2,684 · related or exempt $2,684
-
11e · Other revenue, total
$6,993
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $31,138
-
7 · Other salaries and wages
total $12,521
-
10 · Payroll taxes
total $3,774
-
11c · Fees: accounting
total $5,850
-
11f · Fees: investment management
total $44,500
-
13 · Office expenses
total $43,888
-
14 · Information technology
total $1,920
-
16 · Occupancy
total $17,154
-
21 · Payments to affiliates
total $23,264
-
23 · Insurance
total $1,576
-
24a · Other expenses: CLASS EXPENSES
total $250,437
-
24b · Other expenses: DONATIONS
total $17,125
-
24c · Other expenses: SPECIAL PROGRAMS
total $8,068
-
24d · Other expenses: JEWELS
total $5,235
-
24e · All other expenses
total $4,373
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $131,918 · end of year $146,402
-
11 · Investments: publicly traded securities
beginning of year $6,591,721 · end of year $7,181,527
-
27 · Net assets without donor restrictions
beginning of year $6,723,639 · end of year $7,327,929
Mission and programs · 2023
Mission
STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP, AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.
Activities or mission (Part I)
THE VALLEY OF BOSTON IS A DOMESTIC FRATERNAL ORGANIZATION WHOSE MISSION IS TO STRENGTHEN THE MASONIC WAY OF LIFE THROUGH ITS WORLDWIDE BROTHERHOOD.
-
THE SCOTTISH RITE BODIES, VALLEY OF BOSTON IS DEDICATED TO THE PROMOTION OF FAMILY AND COMMUNITY VALUES, IMPROVEMENT OF INDIVIDUAL CHARACTER AND SPIRIT, AND SERVICE TO MANKIND THROUGH THE IMPACT OF ITS EXTENSIVE CHARITABLE OUTREACH.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Peter C GrimmPETER C GRIMM
THRICE POTENT MASTER
- Total calculated
- $0
- Hours/week
- 8
-
Arthur H Sharp SrARTHUR H SHARP SR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mason W RussellMASON W RUSSELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David S ElsnerDAVID S ELSNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas U KenneyTHOMAS U KENNEY
SECRETARY
- Total calculated
- $91,876
- From this org
- $22,969
- From related orgs
- $0
- Other
- $68,907
- Hours/week
- 10 + 30 related
-
Joseph C DenicolaJOSEPH C DENICOLA
DEPUTY MASTER
- Total calculated
- $0
- Hours/week
- 2
-
Gregory A GoyetteGREGORY A GOYETTE
SENIOR WARDEN
- Total calculated
- $0
- Hours/week
- 2
-
Donald H LaliberteDONALD H LALIBERTE
TREASURER
- Total calculated
- $36,681
- From this org
- $10,087
- From related orgs
- $0
- Other
- $26,594
- Hours/week
- 8 + 16 related
-
James M TyackJAMES M TYACK
JUNIOR WARDEN
- Total calculated
- $0
- Hours/week
- 2
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.
Schedule J
Answered yes
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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
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.
-
AASR OF FREEMASONRY NMJ PRINCES OF JERUSALEM
501(C)(10) · FRATERNAL ORGANIZATION · MA
-
AASR OF FREEMASONRY NMJ ROSE CROIX
501(C)(10) · FRATERNAL ORGANIZATION · MA
-
AASR OF FREEMASONRY NMJ CONSISTORY
501(C)(10) · FRATERNAL ORGANIZATION · MA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 2 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403379349300420
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