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← MASONIC CHARITY FOUNDATION OF NEW MEXICO INC

Form 990 for tax year 2023

Filed by MASONIC CHARITY FOUNDATION OF NEW MEXICO INC.

Totals

Total revenue
$195,464
Total expenses
$156,314
Contributions and grants received
$27,950
Grants paid
$120,523
Program service revenue
$0
Investment income
$166,378
Other revenue
$1,136
Total assets, end of year
$3,958,938
Total liabilities, end of year
$161,906
Net assets or fund balances, end of year
$3,797,032
Program services expenses (Part IX)
$156,314
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$156,314

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

    $27,950

  • 3 · Investment income

    total $91,491 · excluded $91,491

  • 7a · Gross sales of assets other than inventory

    securities $85,106 · other assets $46,468

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

    securities $56,687

  • 7c · Gain or loss

    securities $28,419 · other assets $46,468

  • 7d · Net gain or loss

    total $74,887 · related or exempt $46,468 · excluded $28,419

  • 11a · Other revenue: PARTNERSHIP DISTRIBUTIONS

    total $1,119 · excluded $1,119

  • 11b · Other revenue: NON DIVIDEND DISTRIBUTIONS

    total $17 · related or exempt $17

  • 11e · Other revenue, total

    $1,136

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $120,523 · program services $120,523

  • 5 · Compensation of officers, directors and key employees

    total $7,454 · program services $7,454

  • 10 · Payroll taxes

    total $612 · program services $612

  • 11f · Fees: investment management

    total $27,456 · program services $27,456

  • 13 · Office expenses

    total $259 · program services $259

  • 24a · Other expenses: FILING FEES

    total $10 · program services $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $19,115 · end of year $17,364

  • 2 · Savings and temporary cash investments

    beginning of year $4,535 · end of year $122,907

  • 11 · Investments: publicly traded securities

    beginning of year $2,587,434 · end of year $2,829,448

  • 12 · Investments: other securities

    beginning of year $928,801 · end of year $989,219

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,368 · end of year $5,722

  • 19 · Deferred revenue

    beginning of year $156,184 · end of year $156,184

  • 27 · Net assets without donor restrictions

    beginning of year $2,202,980 · end of year $2,593,779

  • 28 · Net assets with donor restrictions

    beginning of year $1,176,353 · end of year $1,203,253

Mission and programs · 2023

Mission

CHARITY AND NEW MEXICO COMMUNITIES OUTREACH

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

    Expenses $156,314 · Grants $120,523

As filed on the 2023 return.

Listed in Part VII

  • Dennis Detrow

    SECRETARY

    Total calculated
    $7,454
    From this org
    $7,454
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

  • James E Bungard

    MEMBER

    Total calculated
    $0

  • James Combs

    TREASURER

    Total calculated
    $0

  • James D Combs

    MEMBER

    Total calculated
    $0

  • Michael J Freitas

    MEMBER

    Total calculated
    $0

  • Adam L Hathaway

    CHIEF EXECUT

    Total calculated
    $0

  • Sam A Kelley

    MEMBER

    Total calculated
    $0

  • Rudolph E Laumbach

    MEMBER

    Total calculated
    $0

  • David L Lawson

    CHAIRMAN

    Total calculated
    $0

  • Kerry 'Kt' Manis

    MEMBER

    Total calculated
    $0

  • Patrick Moroney

    MEMBER

    Total calculated
    $0

  • Gary L Scott

    MEMBER

    Total calculated
    $0

  • Rockford A Wyrembelski

    VICE CHAIRMA

    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

Provenance

Return type
form_990
Tax year
2023
Filed
13 March 2024
IRS schema version
2023v4.0
Source object
202430759349301003

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