MASONIC EDUCATION AND CHARITY TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC EDUCATION AND CHARITY TRUST (EIN 04-2104701)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-05-23
- IRS object ID
- 201321439349300132
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-23T15:15:04-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104701 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC EDUCATION & CHARITY TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 6174266040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186 TREMONT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J STEWART | Name |
| Title | PRESIDENT | Title |
| Phone | 6174266040 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GISO | Name |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD J STEWART | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186 TREMONT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8328960 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASSFREEMASONRY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1884 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO HOLD AND INVEST FUNDS FOR RELATED MASONIC ORGANIZATIONS AND DISTRIBUTE INCOME EARNED TO THEM AND TO RETURN THEIR INVESTED FUNDS WHEN REQUIRED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6268138 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 683071 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9136758 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7645889 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15404896 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8328960 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13698676 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18163789 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 860856 | OtherExpensePriorYear |
| Other Expenses Current Year | 754186 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14559532 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18917975 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 845364 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10589015 | RevenuesLessExpensesCY |
| Total Assets BOY | 137253670 | TotalAssetsBOY |
| Total Assets EOY | 126979305 | TotalAssetsEOY |
| Total Liabilities BOY | 65704 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 195100 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 137187966 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 126784205 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO HOLD AND INVEST FUNDS FOR RELATED MASONIC ORGANIZATIONS AND DISTRIBUTE INCOME EARNED TO THEM AND TO RETURN THEIR INVESTED FUNDS WHEN REQUIRED IN ORDER FOR TO FULFILL THE REQUIREMENTS AND OBLIGATIONS OF FREEMASONRY:FREEMASONRY (OFTEN SIMPLIFIED TO "MASONRY") ENHANCES AND STRENGTHENS THE CHARACTER OF THE INDIVIDUAL MAN BY PROVIDING OPPORTUNITIES FOR FELLOWSHIP, CHARITY, EDUCATION, AND LEADERSHIP BASED ON THE THREE ANCIENT MASONIC TENETS: BROTHERLY LOVE, RELIEF AND TRUTH. MASSACHUSETTS FREEMASONRY IS A CROWNING LEGACY OF THIS VENERABLE HERITAGE AS WE STRIVE TO "MAKE GOOD MEN BETTER." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18163789 | Expense |
| Grants | 18163789 | Grants |
| Description | THE MASONIC EDUCATION AND CHARITABLE TRUST HOLDS AND INVESTS FUNDS FOR THE MASONIC HOME, THE GRAND LODGE OF MASONS IN MASSACHUSETTS AND OTHER MASONIC ORGANIZATIONS. NET INCOME AND FUNDS ARE DISTRIBUTED TO THESE ORGANIZATIONS FOR THEIR CHARITABLE PROGRAMS AS DESCRIBED BELOW:THE ESSENTIAL QUALITIES MASONS SHARE IN THEIR DIVERSE LIVES ARE A BELIEF IN A SUPREME BEING AND A DESIRE TO STRIVE FOR:**FELLOWSHIP WITH OTHER MASONS **HIGH MORAL STANDARDS **KINDNESS IN THE HOME **COURTESY IN SOCIETY **HONESTY IN BUSINESS **FAIRNESS IN ALL DEALINGS BEING A MASON:BEING A MASON IS ABOUT A FATHER HELPING HIS SON MAKE BETTER DECISIONS; A BUSINESS LEADER STRIVING TO BRING MORALITY TO THE WORKPLACE; A THOUGHTFUL MAN LEARNING TO WORK THROUGH TOUGH ISSUES IN HIS LIFE. FELLOWSHIP, FRIENDSHIP AND COMMUNITY SERVICE:THROUGHOUT A MASON'S LIFE, FELLOWSHIP AND FRIENDSHIP IS A KEY COMPONENT, AS WELL AS COMMUNITY SERVICE. THE TYPICAL MASON WANTS TO CONTINUE TO GROW AS A MAN AND TO BENEFIT SOCIETY.FELLOWSHIP:BY ATTENDING MASONIC LODGE MEETINGS AND LEARNING FROM YOUR FELLOW MASONS, YOU WILL STRENGTHEN THE BONDS OF FELLOWSHIP AS YOU JOIN TOGETHER WITH LIKE-MINDED MEN WHO SHARE IDEALS OF BOTH A MORAL AND METAPHYSICAL NATURE. YOU'LL ENJOY THE FRIENDSHIP OF OTHER MASONS IN THE COMMUNITY, AND YOU'LL BE WELCOMED AS A "BROTHER" BY MASONS EVERYWHERE IN THE WORLD. FREEMASONRY ALSO PROMISES THAT SHOULD YOU EVER BE OVERTAKEN BY MISFORTUNE, SICKNESS, OR ADVERSITY THROUGH NO FAULT OF YOUR OWN, THE HANDS OF OUR GREAT FRATERNITY WILL BE STRETCHED FORTH TO AID AND ASSIST YOU.CHARITY:FROM ITS EARLIEST DAYS, CHARITY HAS BEEN THE MOST VISIBLE MASONIC ACTIVITY. FREEMASONS HAVE ALWAYS BEEN DEVOTED TO CARING FOR DISADVANTAGED CHILDREN, THE SICK AND THE ELDERLY. IN FACT, MASONS IN NORTH AMERICA GIVE AWAY APPROXIMATELY $3 MILLION TO NATIONAL AND LOCAL CHARITIES EACH DAY, OF WHICH MORE THAN 70% IS DIRECTED TOWARD THE GENERAL PUBLIC. MASONS ARE ALSO ACTIVELY INVOLVED IN A GREAT DEAL OF COMMUNITY VOLUNTEER WORK. EDUCATION:THE GRAND LODGE OF MASSACHUSETTS HAS ADVOCATED THE EDUCATION OF ITS MEMBERS SINCE ITS EARLIEST YEARS. ITS CEREMONIES PROVIDE INSTRUCTION TO ALL MEMBERS, SUPPLEMENTED BY VARIOUS OTHER ACTIVITIES SUCH AS SEMINARS, LECTURES, WORKSHOPS, AND READING. BECAUSE FREEMASONRY IS AN ESOTERIC SOCIETY, CERTAIN ASPECTS OF ITS WORK ARE NOT GENERALLY DISCLOSED TO THE PUBLIC. FREEMASONRY USES AN INITIATORY SYSTEM OF DEGREES TO EXPLORE ETHICAL AND PHILOSOPHICAL ISSUES, AND THE SYSTEM IS LESS EFFECTIVE IF THE OBSERVER KNOWS BEFOREHAND WHAT WILL HAPPEN. IT IS DESCRIBED IN MASONIC CRAFT RITUAL AS "A BEAUTIFUL SYSTEM OF MORALITY VEILED IN ALLEGORY AND ILLUSTRATED BY SYMBOLS." LEADERSHIP:FREEMASONRY OFFERS ITS MEMBERS LEADERSHIP OPPORTUNITIES AT THE LODGE, DISTRICT, AND GRAND LODGE LEVEL. AS FREEMASONS PROGRESS THROUGH THE CRAFT, THEY DISCOVER DIFFERENT ASPECTS OF THEMSELVES AND DEVELOP A RANGE OF SKILLS THAT EVEN THEY MIGHT NOT HAVE KNOWN THEY POSSESSED. BY DEVELOPING LEADERSHIP TECHNIQUES THAT FIT THEIR PERSONALITY, MASONS UNLOCK THE DOOR TO THEIR FULL POTENTIAL. FOR MORE THAN 10 YEARS THE GRAND LODGE OF MASSACHUSETTS HAS SPONSORED THE MASONIC LEADERSHIP INSTITUTE FOR ITS MEMBERS TO STRENGTHEN LEADERSHIP WITHIN OUR FRATERNITY AND TO CONTRIBUTE TO THE PERSONAL GROWTH OF MASSACHUSETTS MASONS. MASONIC HEALTH SYSTEM (MHS) OF MASSACHUSETTS WAS ESTABLISHED IN 2001 TO CONTINUE THE MASONIC TRADITION OF CARING. MHS PROVIDES A CONTINUUM OF QUALITY SERVICES AND PROGRAMS TO THOSE IN NEED BY PROUDLY SPONSORING THE FOLLOWING: THE OVERLOOK LIFE CARE COMMUNITYA 219 INDEPENDENT LIVING RESIDENCE CONTINUING CARE RETIREMENT COMMUNITY (CCRC) ON THE CHARLTON CAMPUS COMPRISED OF 205 APARTMENTS AND 14 COTTAGES. THE OVERLOOK LIFE CARE COMMUNITY IS DESIGNED TO OFFER HIGH QUALITY, MAINTENANCE-FREE LIVING AND RELIEVE FUTURE HEALTH CARE CONCERNS WITH COMPLETE PEACE OF MIND. LIFE CARE GUARANTEES RESIDENT'S LIFETIME ACCESS TO ENHANCED LIVING AND SKILLED NURSING CARE, SHOULD THEY EVER REQUIRE THOSE SERVICES. AT THE OVERLOOK, YOU WILL HAVE THE FREEDOM TO PURSUE YOUR PASSIONS. OVERLOOK MASONIC HEALTH CENTERONE OF THE MOST RESPECTED LONG-TERM CARE FACILITIES IN THE STATE IS SITUATED ON 450+ ACRES OF BEAUTIFUL COUNTRYSIDE IN CHARLTON. FOR NEARLY A CENTURY, THE OVERLOOK MASONIC HEALTH CENTER HAS BEEN CARING FOR MASSACHUSETTS MASONS, THEIR WIVES, WIDOWS AND OTHER MEMBERS OF THE COMMUNITY. THE HEALTH CENTER HAS REMAINED COMMITTED TO ITS MISSION TO MAINTAIN A PROFESSIONAL STAFF THAT PROVIDES HIGH QUALITY CARE AND SERVICES IN AN ENVIRONMENT THAT FOSTERS RESPECT, DIGNITY AND CHOICE. SOME OF THE MEDICAL SERVICES PROVIDED AT THE HEALTH CENTER INCLUDE: 24-HOUR SKILLED NURSING, POST-ACUTE CARE SERVICES, ALZHEIMER'S AND OTHER DEMENTIA RELATED CARE PROGRAMS, FITNESS PROGRAMS, REHABILITATIVE SERVICES, AND NUTRITIONAL SERVICES. OVERLOOK VISITING NURSE ASSOCIATION & HOSPICE SERVICESA FULL SERVICE MEDICARE AND MEDICAID HOME HEALTH AGENCY, OFFERING SPECIALIZED SERVICES AND PROGRAMS THROUGHOUT THE COMMONWEALTH TO AN AVERAGE DAILY CENSUS OF APPROXIMATELY 1700 CLIENTS. THE OVERLOOK VISITING NURSE ASSOCIATION PROVIDES EXEMPLARY HEALTH CARE SERVICES ACROSS THE CONTINUUM WITH AN EMPHASIS ON HEALTH AND WELL-BEING. SERVICES ARE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, AND WEEKEND ADMISSIONS ARE ACCEPTED. VISITING NURSE SERVICES CAN BE EASILY OBTAINED BY CONTACTING THE OVERLOOK OFFICE IN YOUR AREA. IN ADDITION, REFERRALS CAN BE MADE FROM YOUR DOCTOR, HOSPITAL DISCHARGE PLANNERS, EXTENDED CARE FACILITY AND COMMUNITY AGENCIES. OUR TEAMS OF PROFESSIONALS PROVIDE SERVICES TO INDIVIDUALS AND CAREGIVERS TO HELP COPE WITH THE CIRCUMSTANCES ASSOCIATED WITH A TERMINAL ILLNESS. THE HOSPICE TEAM DESIGNS A PLAN OF CARE TO MEET THE NEEDS OF THE PATIENT AND FAMILY, WITH THE GOAL OF REDUCING PAIN AND PROVIDING COMFORT AND SUPPORT. OVERLOOK HOSPICE SERVICES, OFFERED IN SOUTHERN WORCESTER COUNTY AND NEW BEDFORD, ARE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR.OVERLOOK HEALTH & WELLNESS INFOSOURCEA RESOURCE PROVIDING FREE ACCESS AND REFERRALS TO ALL YOUR HEALTH RELATED QUESTIONS AND CONCERNS. THE OVERLOOK HEALTH & WELLNESS INFOSOURCE WILL ASSIST YOU WITH REFERRALS IN SUCH AREAS AS HOME HEALTH CARE, MEDICAL SUPPLIES, CAREGIVER ASSISTANCE, NUTRITIONAL ASSISTANCE, GENERAL HEALTH CARE AND GUIDANCE. | Description |
| Total Program Service Expense | 18163789 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | SZ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CRAIG MACPHERSON GRAND TREASURER'S | NamePerson |
| Telephone Number | 6174266040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186 TREMONT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RICHARD J STEWART | ||||||
| PRESIDENT | 40.00 | X | X | 0 | 0 | 0 |
| LAWRENCE J SMITH JR | ||||||
| TREASURER | 35.00 | X | X | 0 | 129896 | 0 |
| ROBERT C QUINN | ||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 |
| CLARK B LOTH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS L BRUCE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN B KISTNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| E JOEL PETERSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES A MANNINEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH C DENICOLA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL J BOUCHER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CRAIG MACPHERSON | ||||||
| ASST. TREASURER | 35.00 | X | 0 | 113373 | 13723 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 243269 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13723 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| STATE STREET BANK | |||||
| 801 PENNSYLVANIA AVENUE | KANSAS CITY | MO | 64105 | CUSTODY SERVICES | 119079 |
| MELLON CAPITAL MANAGEMENT CORP | |||||
| PO BOX 371509 | PITTSBURGH | PA | 15251 | INVESTMENT MANAGEMENT FEES | 103527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 683071 | AllOtherContributions |
| Total Contributions | 683071 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1478846 | TotalRevenueColumn |
| Exclusion | $1,478,846 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6167043 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6167043 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6167043 | TotalRevenueColumn |
| Exclusion | $6,167,043 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8328960 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,645,889 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18163789 | Total |
| Program Services | 18163789 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65650 | Total |
| Management And General | 65650 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 637975 | Total |
| Management And General | 637975 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9203 | Total |
| Management And General | 9203 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94 | Total |
| Management And General | 94 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10775 | Total |
| Management And General | 10775 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11045 | Total |
| Management And General | 11045 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15490 | Total |
| Management And General | 15490 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| EQUIPMENT | 2650 | 2650 |
| TAXES | 573 | 573 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731 | Total |
| Management And General | 731 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18917975 | Total |
| Program Services | 18163789 | ProgramServices |
| Management And General | 754186 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48415 | BOY |
| EOY | 132110 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3017197 | BOY |
| EOY | 8056551 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58390 | BOY |
| EOY | 24692 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110601042 | BOY |
| EOY | 66862730 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23527091 | BOY |
| EOY | 51900892 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1535 | BOY |
| EOY | 2330 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137253670 | BOY |
| EOY | 126979305 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65704 | BOY |
| EOY | 195100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65704 | BOY |
| EOY | 195100 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81839959 | BOY |
| EOY | 70580814 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36984667 | BOY |
| EOY | 37838551 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18363340 | BOY |
| EOY | 18364840 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137187966 | BOY |
| EOY | 126784205 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137253670 | BOY |
| EOY | 126979305 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10589015 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 185254 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| MASONIC HEALTH SYSTEMS OF MASSACHUSETTS INC | |||||
| 043515688 | 501(C)(3) | 0 | 1 | 1 | $15,587,455 |
| GRAND LODGE OF MASONS IN MASSACHUSETTS | |||||
| 041383607 | 501(C)(10) | 1 | 1 | 1 | $2,541,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 18128455 | SumOfAmounts |
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) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 137145330 | BeginningOfYearBalance |
| Contributions | 683071 | Contributions |
| Investment Earnings Or Losses | 7831143 | InvestmentEarningsOrLosses |
| Other Expenditures | 18163789 | OtherExpenditures |
| Administrative Expenses | 675582 | AdministrativeExpenses |
| End Of Year Balance | 126820173 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 134105654 | BeginningOfYearBalance |
| Contributions | 6268138 | Contributions |
| Investment Earnings Or Losses | 11121276 | InvestmentEarningsOrLosses |
| Other Expenditures | 13698676 | OtherExpenditures |
| Administrative Expenses | 651062 | AdministrativeExpenses |
| End Of Year Balance | 137145330 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 143491461 | BeginningOfYearBalance |
| Contributions | 3739956 | Contributions |
| Investment Earnings Or Losses | 13325373 | InvestmentEarningsOrLosses |
| Other Expenditures | 26248531 | OtherExpenditures |
| Administrative Expenses | 202605 | AdministrativeExpenses |
| End Of Year Balance | 134105654 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 162346377 | BeginningOfYearBalance |
| Contributions | 2933298 | Contributions |
| Investment Earnings Or Losses | -6363300 | InvestmentEarningsOrLosses |
| Other Expenditures | 14709479 | OtherExpenditures |
| Administrative Expenses | 715440 | AdministrativeExpenses |
| End Of Year Balance | 143491461 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.55700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14480 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.29820 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 47971068 | F |
| BOND FUND | 3929824 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 51900892 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $34,856 |
| ACCOUNTS PAYABLE | $160,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 195100 | TotalOfAmounts |
| Total Revenue | 8328960 | TotalRevenue |
| Total Expenses | 18917975 | TotalExpenses |
| Excess Or Deficit For Year | -10589015 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 185254 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 185254 | TotalAdjustments |
| Excess Or Deficit Per FS | -10403761 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8514214 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 185254 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 185254 | RevenueNotRptdF990 |
| Revenue Subtotal | 8328960 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8328960 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18917975 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18917975 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18917975 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE GRAND LODGE HAD PREVIOUSLY TRANSFERRED ITS BUILDING AT 186 TREMONT STREET, BOSTON, MASSACHUSETTS TO THE TRUST. THE TRANSFER OF REAL ESTATE FROM THE GRAND LODGE TO THE TRUST WAS AT ALL TIMES SUBJECT TO THE RESERVED PERPETUAL POWER OF THE GRAND LODGE TO ALL RENTS AND PROFITS AND TO THE EXCLUSIVE RIGHT TO USE AND OCCUPY THE SAME. THE VALUE OF THE TRANSFERRED REAL ESTATE WAS THE FAIR MARKET VALUE OF A REMAINDER INTEREST ONLY IN THE PREMISES AT 186 TREMONT STREET, WHICH REMAINDER INTEREST WAS SUBJECT TO THE PERPETUAL RIGHT OF THE GRAND LODGE TO ALL RENTS AND PROFITS AND THE EXCLUSIVE USE AND OCCUPATION THEREOF IN PERPETUITY. THE GRAND LODGE HAS REFLECTED ITS RIGHTS TO THE USE AND PROFITS OF THE BUILDING IN THE TRUST AT $1,237,800 WHICH WAS THE VALUE OF THE PREMISES ON THE GRAND LODGE'S BOOKS IMMEDIATELY PRIOR TO THE TRANSFER TO THE TRUST. | |
| PART III, LINE 4: | OVERLOOKING THE BOSTON COMMON IS THE MAJESTIC, GRAND LODGE OF MASONS IN MASSACHUSETTS. ONE OF THE OLDEST INSTITUTIONS IN DOWNTOWN BOSTON, THE CURRENT BUILDING AT 186 TREMONT STREET IS THE THIRD GRAND LODGE STRUCTURE ERECTED ON THE SITE. BUILT IN 1898, IT HOUSES MANY TREASURES OF GREAT HISTORICAL SIGNIFICANCE. IT HAS SIX MEETING HALLS, A RESEARCH LIBRARY DEDICATED TO FREEMASONRY, AND THE ADMINISTRATIVE OFFICES FOR THE GRAND LODGE AND OTHER MASONIC BODIES AND PROGRAMS. THE BUILDING AND LIBRARY ARE OPEN TO THE PUBLIC, AND TOURS ARE AVAILABLE ON MONDAY, WEDNESDAY, AND FRIDAY AT 10:30 AM AND 2:00 PM. ONCE YOU WALK INSIDE THE BUILDING, YOU WILL BE IN THE GRAND LODGE LOUNGE WHICH IS ADORNED WITH TESSELLATED SQUARES OF BLACK AND WHITE TERRAZZO AND GLASS CASES THAT DISPLAY CLASSIC MASONIC MEMORABILIA. ALSO ON THE FIRST FLOOR IS THE PAUL REVERE BANQUET HALL, DECORATED WITH A PORTRAIT OF REVERE AND MANY EMINENT FREEMASONS. THE SAMUEL CROCKER LAWRENCE LIBRARY AT THE GRAND LODGE OF MASSACHUSETTS IS REPUTED TO CONTAIN THE FINEST AND MOST EXTENSIVE COLLECTION OF MASONIC INFORMATION IN THE WESTERN HEMISPHERE. IN ADDITION TO 70,000 VOLUMES, IT CONTAINS BOUND COPIES OF GRAND LODGE PROCEEDINGS DATING BACK TO 1733. | |
| PART V, LINE 4: | THE MASONIC EDUCATION AND CHARITABLE TRUST HOLDS AND INVESTS FUNDS FOR THE MASONIC HOME, INC., THE GRAND LODGE OF MASONS IN MASSACHUSETTS AND OTHER MASONIC ORGANIZATIONS. NET INCOME AND FUNDS ARE DISTRIBUTED TO THESE ORGANIZATIONS FOR THEIR CHARITABLE PROGRAMS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE TRUST ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APLLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE TRUST HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE TRUST HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE TRUST IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE TRUST'S FEDERAL AND STATE TAX RETURNS ARE OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC | |||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 043515688 | 501(C)(3) | 15587455 | OPERATIONAL SUPPORT - CHARITABLE: DEVELOP AND OFFER SERVICES AND PROGRAMS TO THE RESIDENTS OF THE COMMUNITY. |
| GRAND LODGE OF MASONS IN MASSACHUSETTS | |||||||
| 186 TREMONT STREET | BOSTON | MA | 02111 | 041383607 | 501(C)(10) | 2541000 | OPERATING A FRATERNAL MASONIC GRAND LODGE FOR SUBORDINATE LODGES AND THEIR MEMBERS WITH APPROXIMATELY 30,000 MEMBERS IN MASSACHUSETTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: MECT DOES NOT MAKE GRANTS OR GIVE OTHER ASSISTANCE TO INDIVIDUALS OR ORGANIZATIONS OTHER THAN THOSE IT WAS SET UP TO DIRECTLY SUPPORT. ASSISTANCE TO RELATED ORGANIZATIONS IS GIVEN AS NEEDED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC COPY WAS E-MAILED TO EACH TRUSTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE DISCLOSURES ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE DETERMINED. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THAT INDIVIDUAL IS BARRED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS RELATING TO THE CONFLICTING MATTER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 990, FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, BYLAWS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 185,254. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| STATEMENT REGARDING FORM 990, PAGE 10, PART IX, COLUMN(D): | THE MASONIC EDUCATION & CHARITY TRUST ("THE TRUST") DOES NOT DIRECTLY INCUR ANY FUNDRAISING EXPENSES. SUBSTANTIALLY ALL FUNDS ARE RAISED BY VOLUNTEERS. ADDITIONALLY, THE TRUST RECEIVES FUNDS AND INVESTS FUNDS ON BEHALF OF RELATED MASONIC ORGANIZATIONS. ANY FUND RAISING EXPENSES INCURRED BY THOSE ORGANIZATIONS WILL BE REFLECTED ON THEIR RESPECTIVE FORM 990 AS THOSE ORGANIZATIONS ACTUALLY INCUR FUNDRAISING EXPENSES. | DISTRIBUTIONS FOR CHARITABLE PURPOSES: |
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 | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| GRAND LODGE OF MASONS IN MASSACHUSETTS | ||||||||||
| 186 TREMONT STREET | BOSTON | MA | 02111 | 041383607 | FRATERNAL | MA | 501(C)(10) | N/A | NONE | 0 |
| MASONIC HEALTH SYSTEM OF MASSACHUSETTS INC | ||||||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 043515688 | DEVELOPS AND OFFERS PROGRAMS TO THE RESIDENTS OF COMMUNITY | MA | 501(C)(3) | 11C | NONE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |