Form 990 for tax year 2023
Filed by MASONIC EDUCATION AND CHARITY TRUST.
Totals
- Total revenue
- $2,196,162
- Total expenses
- $1,848,562
- Contributions and grants received
- $709,156
- Grants paid
- $705,225
- Program services expenses (Part IX)
- $1,273,827
- Management and general expenses
- $414,515
- Fundraising expenses
- $160,220
- Program service expenses (Part III)
- $1,273,827
Program services were 68.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MASON W RUSSELL
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN R HALSEY
CLERK & TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAUL R PERKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TERRY GRIFFITH JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE L HERBOLSHEIMER IV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS A RORRIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN C HARRIS III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER H NEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL J BOUCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE F HAMILTON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 32 related
-
CRAIG MACPHERSON
ASST. TREASURER
- Total calculated
- $92,560
- From this org
- $0
- From related orgs
- $90,792
- Other
- $1,768
- Hours/week
- 5 + 32 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 — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Answered yes
- 1a · Travel for companions
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
OPERATIONAL SUPPORT - CHARITABLE: DEVELOP AND OFFER SERVICES AND PROGRAMS TO THE RESIDENTS OF THE COMMUNITY.
-
TO FUND VARIOUS PROGRAMS AND PROVIDE FINANCIAL ASSISTANCE
-
TO FUND VARIOUS PROGRAMS AND PROVIDE FINANCIAL ASSISTANCE
-
TO FUND VARIOUS PROGRAMS AND PROVIDE FINANCIAL ASSISTANCE
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.
-
GRAND LODGE OF MASONS IN MASSACHUSETTS
501(C)(10) · FRATERNAL · MA
Directly controlled by NONE
-
MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC
501(C)(3) · DEVELOPS AND OFFERS PROGRAMS TO THE RESIDENTS OF COMMUNITY · MA
Directly controlled by NONE
-
OVERLOOK MASONIC HEALTH CENTER (MASONIC HOME)
501(C)(3) · HEALTH CARE · MA
Directly controlled by NONE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501019349300500
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