Form 990 for tax year 2023
Filed by SCOTTISH RITE FOUNDATION OF MONTANA.
Totals
- Total revenue
- $25,044
- Total expenses
- $35,995
- Contributions and grants received
- $5,000
- Grants paid
- $29,851
- Program service revenue
- $0
- Investment income
- $20,044
- Other revenue
- $0
- Total assets, end of year
- $663,406
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $663,406
- Program services expenses (Part IX)
- $35,995
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $35,995
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.
-
1b · Membership dues
$5,000
-
3 · Investment income
total $19,669 · related or exempt $19,669
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $26,124
-
7b · Less cost or other basis and sales expenses
securities $25,749
-
7c · Gain or loss
securities $375
-
7d · Net gain or loss
total $375 · related or exempt $375
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $29,851 · program services $29,851
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $6,056 · program services $6,056
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Foreign tax paid
total $88 · program services $88
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $15,385 · end of year $914
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $584,740 · end of year $662,492
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $600,125 · end of year $663,406
Mission and programs · 2023
Mission
To support the various charitable activities of the ancient accepted Scottish Rite.
-
Provide monetary support to clinics supporting children with speech disabilities.
Expenses $35,995
As filed on the 2023 return.
Listed in Part VII
-
William Baillie
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Lynn Koch
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Everett Scortland
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill Langford
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Doug Stam
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Phil Blaisdell
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
John Thompson
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jack Waterfiled
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Wendell Olson
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve Marsh
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim Roberts
Director
- Total calculated
- $0
- Hours/week
- 0.5
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 June 2024
- IRS schema version
- 2023v5.1
- Source object
- 202401769349301165
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