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← ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION

Form 990 for tax year 2023

Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION.

Totals

Total revenue
$41,922
Total expenses
$60,507
Contributions and grants received
$1,491
Grants paid
$250
Program service revenue
$8,200
Investment income
$31,440
Other revenue
$791
Total assets, end of year
$558,009
Total liabilities, end of year
$976
Net assets or fund balances, end of year
$557,033
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

  • 1f · All other contributions, gifts and grants

    $1,491

  • 2a · Program service revenue: MEMBERSHIPS

    total $8,200 · related or exempt $8,200

  • 3 · Investment income

    total $12,512 · excluded $12,512

  • 7a · Gross sales of assets other than inventory

    securities $49,781

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

    securities $30,853

  • 7c · Gain or loss

    securities $18,928

  • 7d · Net gain or loss

    total $18,928 · excluded $18,928

  • 11a · Other revenue: MISCELLANEOUS REFUNDS

    total $791 · related or exempt $791

  • 11e · Other revenue, total

    $791

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $250

  • 11c · Fees: accounting

    total $4,485

  • 11f · Fees: investment management

    total $5,126

  • 13 · Office expenses

    total $1,342

  • 16 · Occupancy

    total $29,323

  • 21 · Payments to affiliates

    total $5,239

  • 22 · Depreciation, depletion and amortization

    total $4,851

  • 23 · Insurance

    total $2,962

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $6,779

  • 24b · Other expenses: FOREIGN TAXES PAID

    total $150

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,803 · end of year $11,113

  • 2 · Savings and temporary cash investments

    beginning of year $14,345 · end of year $11,486

  • 8 · Inventories for sale or use

    beginning of year $11,028 · end of year $11,028

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

    $72,115

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

    $50,718

  • 10c · Land, buildings and equipment, net

    beginning of year $23,285 · end of year $21,397

  • 11 · Investments: publicly traded securities

    beginning of year $479,331 · end of year $502,985

  • 17 · Accounts payable and accrued expenses

    beginning of year $499 · end of year $976

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

    beginning of year $1,282,173 · end of year $1,282,173

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$747,880 · end of year -$725,140

Mission and programs · 2023

Mission

IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY AND COUNTRY.

  • TO OPERATE A FREEMASONRY FRATERNAL ORGANIZATION

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Allen Bell Jr

    GENERAL SECR

    Total calculated
    $0
    Hours/week
    1
  • Don Hale

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Dan McCrummen

    PERSONAL REP

    Total calculated
    $0
    Hours/week
    1
  • Mer'Chant Thompson

    MASTER

    Total calculated
    $0
    Hours/week
    1

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
4 November 2024
IRS schema version
2023v5.0
Source object
202443129349303874

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