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Nonprofiteer
← ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ

Form 990 for tax year 2022

Filed by ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ.

Totals

Total revenue
$267,718
Total expenses
$425,184
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$55,612
Investment income
$205,372
Other revenue
$6,734
Total assets, end of year
$6,723,639
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,723,639
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 $55,612 · related or exempt $55,612

  • 3 · Investment income

    total $157,014 · excluded $157,014

  • 7a · Gross sales of assets other than inventory

    securities $1,076,906

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

    securities $1,028,548

  • 7c · Gain or loss

    securities $48,358

  • 7d · Net gain or loss

    total $48,358 · excluded $48,358

  • 11a · Other revenue: SPECIAL PROGRAM RECEIPTS

    total $3,509 · related or exempt $3,509

  • 11b · Other revenue: MISCELLANEOUS RECEIPTS

    total $3,225 · related or exempt $3,225

  • 11e · Other revenue, total

    $6,734

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $29,412

  • 7 · Other salaries and wages

    total $11,578

  • 10 · Payroll taxes

    total $3,510

  • 11c · Fees: accounting

    total $17,550

  • 11f · Fees: investment management

    total $40,297

  • 12 · Advertising and promotion

    total $750

  • 13 · Office expenses

    total $39,630

  • 14 · Information technology

    total $4,232

  • 16 · Occupancy

    total $16,516

  • 21 · Payments to affiliates

    total $24,276

  • 23 · Insurance

    total $1,574

  • 24a · Other expenses: CLASS EXPENSES

    total $198,377

  • 24b · Other expenses: DONATIONS

    total $16,000

  • 24c · Other expenses: SPECIAL PROGRAMS

    total $11,733

  • 24d · Other expenses: FRATERNAL EXPENSES

    total $7,972

  • 24e · All other expenses

    total $1,777

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $64,448 · end of year $131,918

  • 11 · Investments: publicly traded securities

    beginning of year $6,595,132 · end of year $6,591,721

  • 27 · Net assets without donor restrictions

    beginning of year $6,659,580 · end of year $6,723,639

Mission and programs · 2022

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 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Peter C Grimm

    THRICE POTENT MASTER

    Total calculated
    $0
    Hours/week
    8

  • Arthur H Sharp Sr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mason W Russell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Herbert W Mower

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joseph C Denicola

    DEPUTY MASTER

    Total calculated
    $0
    Hours/week
    2

  • Gregory A Goyette

    SENIOR WARDEN

    Total calculated
    $0
    Hours/week
    2

  • David S Elsner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James M Tyack

    JUNIOR WARDEN

    Total calculated
    $0
    Hours/week
    2

  • Thomas U Kenney

    SECRETARY

    Total calculated
    $81,309
    From this org
    $20,327
    From related orgs
    $60,982
    Other
    $0
    Hours/week
    10 + 30 related

  • Donald H Laliberte

    TREASURER

    Total calculated
    $36,633
    From this org
    $10,074
    From related orgs
    $26,559
    Other
    $0
    Hours/week
    8 + 16 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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323209349302272

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