MICHIGAN MASONIC CHARITABLE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MICHIGAN MASONIC CHARITABLE FOUNDATION (EIN 38-3266089)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349303925
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T11:08:51-00:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383266089 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN MASONIC CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 9894633141 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WRIGHT AVENUE | AddressLine1 |
| City | ALMA | City |
| State | MI | State |
| ZIP Code | 48801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W STEVENS | Name |
| Title | GRAND SECRETARY | Title |
| Date Signed | 2013-11-01 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W STEVENS GRAND SECRETARY | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 WRIGHT AVENUE | AddressLine1 |
| City | ALMA | City |
| State | MI | State |
| ZIP Code | 48801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 195518061 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MICHIGANMASONSFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO INVEST IN PROGRAMS AND SERVICES TO MAKE LIFE BETTER FOR MICHIGAN MASONS, THEIR FAMILIES, AND THEIR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 947975 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2857725 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4735544 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4097961 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 34668 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5683519 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6990354 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4523438 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4189621 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 588642 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 592314 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 530302 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 777659 | OtherExpensePriorYear |
| Other Expenses Current Year | 750403 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5889739 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5532338 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -206220 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1458016 | RevenuesLessExpensesCY |
| Total Assets BOY | 112610859 | TotalAssetsBOY |
| Total Assets EOY | 119493380 | TotalAssetsEOY |
| Total Liabilities BOY | 682610 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 917012 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 111928249 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 118576368 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INVEST IN PROGRAMS AND SERVICES TO MAKE LIFE BETTER FOR MICHIGAN MASONS, THEIR FAMILIES, AND THEIR COMMUNITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3871621 | Expense |
| Description | PROVIDE FINANCIAL SUPPORT TO MASONIC AFFILIATED RESIDENTS LIVING AT MICHIGAN MASONIC HOME. APPROXIMATELY 400 MASONIC AFFILIATED RESIDENTS BENEFIT FROM THE CHARITY OF THE FOUNDATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 167912 | Expense |
| Description | MAINTAIN MASONIC LIBRARY AND MUSEUM FOR PUBLIC USE, INFORMATIONAL REQUESTS, AND RESEARCH BY SCHOLARS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 162511 | Expense |
| Description | MATCHING SCHOLARSHIP PROGRAM INITIATED THRU LOCAL MASONIC LODGES WITH MATCHING FUNDS UP TO 1,500 PER RECIPIENT. TOTAL INDIVIDUALS AWARDED COLLEGE SCHOLARSHIPS IN FY13 WAS 376. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 383024 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 4585068 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD J MOEGGENBORG CMA | NamePerson |
| Telephone Number | 9894663824 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WRIGHT AVENUE | AddressLine1 |
| City | ALMA | City |
| State | MI | State |
| ZIP Code | 48801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FREDERICK KAISER | |||||||
| VICE PRESIDENT | 001.00 | X | 0 | 0 | 0 | ||
| DEAN BARR | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| W DON BAUGHER | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| WILLIAM FINKEL | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| OMAR FLORES | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| ROBERT STEVENS | |||||||
| SECRETARY | 001.00 | X | 0 | 0 | 0 | ||
| WILLIAM LEVEQUE | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| ARCHIE CANTERBURY | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| MICHAEL JUNGEL | |||||||
| TREASURER | 001.00 | X | 0 | 0 | 0 | ||
| RAYMOND LEMONS | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| RICHARD WISLEY | |||||||
| PRESIDENT | 001.00 | X | 0 | 0 | 0 | ||
| DENNIS GROSSE | |||||||
| TRUSTEE | 001.00 | X | 0 | 0 | 0 | ||
| WALTER WHEELER | |||||||
| Exec Director | 050.00 | 100138 | 0 | 0 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 100138 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY LLC | |||||
| 222 WEST ADAMS - 13TH FL | CHICAGO | IL | 60606 | INVESTMENT MANAGER | 124123 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVENUE | NEW YORK | NY | 10022 | INVESTMENT MANAGER | 188551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 116356 | MembershipDues |
| Related Organizations | 2410651 | RelatedOrganizations |
| All Other Contributions | 330718 | AllOtherContributions |
| Total Contributions | 2857725 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1871410 | TotalRevenueColumn |
| Exclusion | $1,871,410 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 190744855 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 188518304 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2226551 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2226551 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 44071 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 9403 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34668 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6990354 | TotalRevenueColumn |
| Exclusion | $1,871,410 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4189621 | Total |
| Program Services | 4189621 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100138 | Total |
| Program Services | 10014 | ProgramServices |
| Management And General | 75104 | ManagementAndGeneral |
| Fundraising | 15020 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394622 | Total |
| Program Services | 84775 | ProgramServices |
| Management And General | 167472 | ManagementAndGeneral |
| Fundraising | 142375 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17225 | Total |
| Program Services | 3300 | ProgramServices |
| Management And General | 8445 | ManagementAndGeneral |
| Fundraising | 5480 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36850 | Total |
| Program Services | 7060 | ProgramServices |
| Management And General | 18067 | ManagementAndGeneral |
| Fundraising | 11723 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43479 | Total |
| Program Services | 8330 | ProgramServices |
| Management And General | 21317 | ManagementAndGeneral |
| Fundraising | 13832 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15566 | Total |
| Management And General | 15566 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164526 | Total |
| Program Services | 109520 | ProgramServices |
| Management And General | 29362 | ManagementAndGeneral |
| Fundraising | 25644 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137513 | Total |
| Fundraising | 137513 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81544 | Total |
| Program Services | 6542 | ProgramServices |
| Management And General | 20208 | ManagementAndGeneral |
| Fundraising | 54794 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25592 | Total |
| Management And General | 25592 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86952 | Total |
| Program Services | 86952 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84481 | Total |
| Program Services | 806 | ProgramServices |
| Management And General | 7982 | ManagementAndGeneral |
| Fundraising | 75693 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42350 | Total |
| Fundraising | 42350 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3042 | Total |
| Program Services | 1433 | ProgramServices |
| Fundraising | 1609 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Management And General | 18000 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| STUDENT ASSISTANCE PROGRAM | 33502 | 33502 | ||
| MI CHIPS PROGRAM | 43139 | 43139 | ||
| DUES SUBSCRIPTIONS | 4343 | 74 | 4269 | |
| MISCELLANEOUS | 9853 | 9853 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5532338 | Total |
| Program Services | 4585068 | ProgramServices |
| Management And General | 416968 | ManagementAndGeneral |
| Fundraising | 530302 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128966 | BOY |
| EOY | 202498 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2109222 | BOY |
| EOY | 3689477 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18804 | BOY |
| EOY | 21409 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7535 | BOY |
| EOY | 25425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 361206 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 355325 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8923 | BOY |
| EOY | 5881 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110222211 | BOY |
| EOY | 115403050 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44800 | BOY |
| EOY | 44800 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70398 | BOY |
| EOY | 100840 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112610859 | BOY |
| EOY | 119493380 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46763 | BOY |
| EOY | 20235 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2750 | BOY |
| EOY | 9700 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633097 | BOY |
| EOY | 887077 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 682610 | BOY |
| EOY | 917012 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107101170 | BOY |
| EOY | 112169035 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 729677 | BOY |
| EOY | 2024777 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4097402 | BOY |
| EOY | 4382556 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111928249 | BOY |
| EOY | 118576368 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112610859 | BOY |
| EOY | 119493380 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1458016 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4953717 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 236386 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1124071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1874038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1594733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 947975 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2862725 | CurrentTaxYear |
| Total | 8403542 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1124071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1874038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1594733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 947975 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2862725 | CurrentTaxYear |
| Total | 8403542 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 8403542 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2487686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1977689 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2479885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1806645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1871410 | CurrentTaxYear |
| Total | 10623315 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19026857 | TotalSupport |
| Public Support Pertcentage170 | 0.44170 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.35600 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 361206 | OtherCostOrOtherBasis |
| Depreciation | 355325 | Depreciation |
| Book Value | 5881 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5881 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| ACCRUED LIABILITIES | $49,392 |
| AFFILIATED PAYABLE | $596,126 |
| ANNUITIES PAYABLE | $241,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 887077 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 11944071 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4953717 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4953717 | RevenueNotRptdF990 |
| Revenue Subtotal | 6990354 | RevenueSubtotal |
| Total Revenue Per Form990 | 6990354 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5532338 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5532338 | ExpensesSubtotal |
| Total Expenses Per Form990 | 5532338 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 44071 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 44071 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 9403 | RentFacilityCostsEvent1 |
| Gross Receipts Total | 44071 | GrossReceiptsTotal |
| Gross Revenue Total Events | 44071 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 9403 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 9403 | DirectExpenseSummaryEvents |
| Net Income Summary | 34668 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MASONIC SERVICES ASSOCIATION | |||||||
| 8120 FENTON ST | SILVER SPRINGS | MD | 20910 | 530204605 | 501C3 | 10000 | HOSPITAL VISITATION |
| MASONIC FDN FOR CHILDREN | |||||||
| PO BOX 41540 | ARLINGTON | VA | 22204 | 550731354 | 501C3 | 10000 | UNRESTRICTED |
| MI RAINBOW GIRLS | |||||||
| 17500 | UNRESTRICTED | ||||||
| JOBS DAUGHTERS OF MI | |||||||
| 17500 | UNRESTRICTED | ||||||
| MI DEMOLAY | |||||||
| 17500 | UNRESTRICTED | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| COMMUNITY CHARITIES THRU LOCAL LODGES | 227 | 79709 |
| EDUCATIONAL ASSISTANCE THRU LOCAL LODGES | 376 | 162511 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Schedule L IRS990ScheduleL
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| ExplanationExplanation |
|---|
| Form 990, Part III, Line 4d Program Service Expenses 43,139, Grants and allocations 0, Revenue 0 MICHIGAN CHILD ID PROGRAM PROVIDES PARENTS GUARDIANS WITH A CHILD ID KIT THAT CONTAINS ALL THE VITAL INFORMATION NECESSARY TO EXPEDITE LAW ENFORCEMENT EFFORTS TO LOCATE A MISSING CHILD. THE PROGRAM ALSO HELPS TO EDUCATE FAMILIES ABOUT ABDUCTION PREVENTION AND SAFETY. TOTAL EVENTS HELD FOR FY13 WAS 182 WITH 10,921 CHILDREN IDENTIFIED. |
| Form 990, Part III, Line 4d Program Service Expenses 33,502, Grants and allocations 0, Revenue 0 STUDENT ASSISTANCE TRAINING PROGRAM TO TEACH EDUCATORS AND SCHOOL COUNCELORS HOW TO IDENTIFY STUDENTS WHO ARE AT RISK OF DRUG AND SUBSTANCE ABUSE. FIVE PROGRAM WERE CONDUCTED DURING FY13 WITH 339 PARTICIPANTS. |
| Form 990, Part III, Line 4d Program Service Expenses 79,709, Grants and allocations 0, Revenue 0 MATCHING COMMUNITY CHARITY PROGRAM INITIATED THRU LOCAL MASONIC LODGES WITH MATCHING FUNDS OF UP TO 1,500 PER REQUEST. TOTAL GRANTS AWARDED IN FY13 WAS 227. |
| Form 990, Part III, Line 4d Program Service Expenses 226,674, Grants and allocations 0, Revenue 0 OVERHEAD PROGRAM SERVICE EXPENSES FOR THE ABOVE PROGRAMS. |
| Form 990 Part VI Section B Line 11B THE RETURN IS EITHER EMAILED OR MAILED TO THE TRUSTEES FOR THEIR REVIEW PRIOR TO THE FILING OF THE RETURN. |
| Form 990 Part VI Section B Line 12C BOARD MEMBERS ARE REQUIRED TO SIGN YEARLY CONFLICT OF INTEREST STATEMENTS THAT ARE KEPT ON FILE. |
| Form 990 Part VI Section B Line 15B SALARY MARKET ANALYSIS IS COMPLETED ANNUALLY TO REVIEW THE COMPENSATION LEVELS OF ALL STAFF. |
| Form 990 Part XI Line 9 THE MICHIGAN MASONIC YOUTH FOUNDATION WAS MERGED INTO THE OPERATIONS OF THE MI MASONIC CHARITABLE FDN DURING FY2013 WHICH RESULTED IN AN INCREASE OF 236,386 TO NET ASSETS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| GRAND LODGE OF F&AM OF MICHIGAN | ||||||||||
| 1204 WRIGHT AVENUE | ALMA | MI | 48801 | 380557455 | FRATERNAL ORG | MI | 501C8 | N/A | false | |
| MICHIGAN MASONIC HOME | ||||||||||
| 1200 WRIGHT AVENUE | ALMA | MI | 48801 | 237259307 | RETIREMENT COMMUNITY | MI | 501C3 | N/A | false | 12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| GRAND LODGE OF F&AM OF MICHIGAN | |
| o | 85000 |
| MICHIGAN MASONIC HOME | |
| b | 3871621 |