SCOTTISH RITE MASONIC MUSEUM & LIBRARY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCOTTISH RITE MASONIC MUSEUM & LIBRARY INC (EIN 04-2493347)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-08
- IRS object ID
- 202641599349300139
- Schema version
- 2024v5.0
- 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) |
|---|---|---|
| Return | 2026-06-08T11:58:35-04:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873152626 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAUPHIN & FANTACONE CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 TULIP ST SUITE E | AddressLine1Txt |
| City | LIVERPOOL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13088 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042493347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTISH RITE MASONIC MUSEUM | BusinessNameLine1Txt |
| Business Name Line2 | AND LIBRARY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 7818616559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 MARRETT ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHEELER WALTER F | PersonNm |
| Person Title | TRSTEE/PRESIDENT/SGC | PersonTitleTxt |
| Phone | 7818616559 | PhoneNum |
| Signature | 2026-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW M FANTACONE CPA | PreparerPersonNm |
| PTIN | P01800559 | PTIN |
| Phone | 3156298256 | PhoneNum |
| Preparation | 2026-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WHEELER WALTER F | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 MARRETT ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,973,810 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NATIONAL HERITAGE EDUCATIONAL PROGRAMS & EXHIBITS FOR THE GENERAL PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 55 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $588,789 | PYContributionsGrantsAmt |
| CY Contributions Grants | $542,054 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $740,319 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $938,887 | CYProgramServiceRevenueAmt |
| PY Investment Income | $399,079 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,211,257 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,728,187 | PYTotalRevenueAmt |
| CY Total Revenue | $3,692,198 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,450,999 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,522,146 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,079,627 | PYOtherExpensesAmt |
| CY Other Expenses | $2,194,847 | CYOtherExpensesAmt |
| PY Total Expenses | $3,530,626 | PYTotalExpensesAmt |
| CY Total Expenses | $3,716,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,802,439 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,795 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,034,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,669,104 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $291,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $308,642 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,742,937 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,360,462 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENGAGE AND INSPIRE, THROUGH ITS EXHIBITS, PROGRAMS, AND COLLECTIONS, A KNOWLEDGE AND APPRECIATION OF AMERICAS HISTORY, HERITAGE, CULTURE AND TRADITIONS WITH A FOCUS ON THE NATIONS FORMATIVE YEARS, FREEMASONRY AND FRATERNALISM. IT WILL BUILD INTEREST AND SUPPORT FOR IT'S MISSION BY EMPHASIZING THEMES OF LIBERTY, PATRIOTISM, AND PERSONAL AND CIVIC VIRTUES. A NON-CIRCULATING RESEARCH LIBRARY AND SIGNIFICANT ARCHIVES WILL BE MAINTAINED FOR USE BY THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $563,948 | ExpenseAmt |
| Revenue | $209,613 | RevenueAmt |
| Desc | EXHIBITIONS - THE NHM DEVELOPS AND PRESENTS EXHIBITIONS ABOUT AMERICAN HISTORY AND CULTURE FOR A BROAD AUDIENCE. APPROXIMATELY 80,000 PEOPLE VISIT THE MUSEUM EVERY YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $534,563 | ExpenseAmt |
| Desc | LIBRARY AND ARCHIVES - A NONCIRCULATING RESEARCH LIBRARY AND ARCHIVES. COLLECTIONS FOCUS ON AMERICAN HISTORY, AMERICAN CRAFTS, FREEMASONRY, AND OTHER FRATERNAL ORDERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,196,881 | ExpenseAmt |
| Revenue | $729,274 | RevenueAmt |
| Desc | OTHER PROGRAM EXPENSES FOR THE NHM DEAL WITH EDUCATIONAL PROGRAMS SUCH AS PROVIDING TOURS AND PROGRAMS FOR AREA SCHOOLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,295,392 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 55 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW S GERRISH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7814653300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 MARRETT ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WHEELER WALTER F | ||||||||
| TRSTEE/PRESI | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $315,727 | $47,119 | |
| HECHT KEVIN | ||||||||
| TRUSTEE/DEPU | 2.00 | 38.00 | Yes (X) | $0 | $145,882 | $43,964 | ||
| ELLIOT RICHARD W | ||||||||
| TRUSTEE/ML E | 35.00 | 6.00 | Yes (X) | Yes (X) | $141,609 | $0 | $46,619 | |
| MCNAUGHTON JOHN BRIAN | ||||||||
| TRUSTEE/MUSE | 1.00 | 39.00 | Yes (X) | $0 | $129,163 | $53,684 | ||
| ROUP PAUL J | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $138,593 | $19,256 | ||
| STELLING HILARY | ||||||||
| HIGHLY COMPE | 40.00 | $102,173 | $0 | $36,730 | Yes (X) | |||
| ROSCOE RALPH | ||||||||
| HIGHLY COMPE | 40.00 | $113,760 | $0 | $19,282 | Yes (X) | |||
| HEATH ALAN R | ||||||||
| TRUSTEE | 35.00 | 5.00 | Yes (X) | $73,056 | $0 | $36,130 | ||
| DEWOLF MICHAEL A | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HAINES MARK A | ||||||||
| TRUSTEE/ML B | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNEDY CRAIG A | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HUMPHREY L ARBY | ||||||||
| TRSTEE/ VP C | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| CRACCO ANTHONY | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ST PIERRE PAUL C | ||||||||
| TRUSTEE/DEPU | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| INGLIS SCOTT D | ||||||||
| TRSTE/DPTY M | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DUQUETTE DONALD D | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| TONDA RICHARD D | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HELDMAN DONALD | ||||||||
| TRSTE/DPTY O | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| BARNES DAVID | ||||||||
| TRUSTEE/MUSE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PARKINSON KEITH E | ||||||||
| TRUSTEE/DEPU | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| HAYRYNEN JACOB E | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BREWER ELDRIDGE | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PITTMAN ERIC | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| EASTERLING JR JAMES F | ||||||||
| TRUSTEE/MUSE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| POYTON KENNETH F | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARK GREGORY | ||||||||
| TRUSTEE/DPTY | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| JORDAN GREGORY | ||||||||
| TRSTE/ML SEC | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HAMILTON GEORGE | ||||||||
| TRSTEE/ML BO | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HAISCH HENRY | ||||||||
| TRUSTEE/CDC | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| STEIN HENRY | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MCCARTHY STEPHEN J | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| POWELL RICHARD J | ||||||||
| TRUSTEE/MUSE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYDEN JEFFREY | ||||||||
| TRUSTEE/DEPU | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SIMONTON JEFFRY | ||||||||
| TRUSTEE/DEPU | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSS A JAMES | ||||||||
| TRUSTEE/ML V | 2.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLAY KENNETH | ||||||||
| TRSTE/DPTY N | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SWALM RICKY L | ||||||||
| TRSTE/DP DE/ | 2.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MORAN DONALD M | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MCINTOSH MICHAEL | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MORRIS G MICHAEL | ||||||||
| TRSTEE/DPTY | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAFF GARY N | ||||||||
| TRUSTEE/CDC | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| KAYLOR DOUGLAS N | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIOT JR PHILLIP R | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LABAGH THOMAS R | ||||||||
| TRUSTEE/MUSE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| POLICASTRO DOUGLAS R | ||||||||
| TRST/DP NJ/M | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATTERSON JOHN R | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PERKINS PAUL R | ||||||||
| ML BOARD MEM | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PLASKET LARRY S | ||||||||
| TRUSTEE/CDC | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| VANGORDEN ROGER S | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SMITH STEVEN | ||||||||
| TR/DP RI/GLC | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| STEFANAKOS STEVEN | ||||||||
| TRUSTEE/MUSE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GARDENER STEPHEN | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WORK BRUCE T | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHBANKS TIMOTHEY | ||||||||
| TRUSTEE/DEPU | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MCNAUGHTON JOHN WM | ||||||||
| TRUSTEE/FORM | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KARSTENS WILLIAM | ||||||||
| TRSTE/DPTY V | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $430,598 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $729,365 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $302,784 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EMANOUIL BROTHERS INC | |||||
| 14 KIDDER ROAD | CHELMSFORD | MA | 01824 | LANDSCAPING | $201,844 |
| SYNTEGRA SERVICES LLC | |||||
| 116 ROBBINS ST | WALTHAM | MA | 02453 | BUILDING MAINTE | $131,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $355,000 | RelatedOrganizationsAmt |
| All Other Contributions | $187,054 | AllOtherContributionsAmt |
| Total Contributions | $542,054 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900099 | $592,887 | $592,887 |
| PROGRAM SERVICE | 900099 | $298,753 | $298,753 |
| SHARED SERVICES | 900099 | $47,247 | $47,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $938,887 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,749,666 | TotalRevenueColumnAmt |
| Exclusion | $1,749,666 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,743,203 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,281,612 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $461,591 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $461,591 | TotalRevenueColumnAmt |
| Exclusion | $461,591 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,692,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $938,887 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,211,257 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,948 | TotalAmt |
| Program Services | $173,356 | ProgramServicesAmt |
| Management And General | $30,592 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,886 | TotalAmt |
| Program Services | $749,603 | ProgramServicesAmt |
| Management And General | $132,283 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,313 | TotalAmt |
| Program Services | $315,616 | ProgramServicesAmt |
| Management And General | $55,697 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,999 | TotalAmt |
| Program Services | $55,249 | ProgramServicesAmt |
| Management And General | $9,750 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,427 | TotalAmt |
| Program Services | $48,427 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,098 | TotalAmt |
| Program Services | $32,050 | ProgramServicesAmt |
| Management And General | $32,048 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,077 | TotalAmt |
| Management And General | $50,077 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,473 | TotalAmt |
| Program Services | $174,470 | ProgramServicesAmt |
| Management And General | $11,003 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,362 | TotalAmt |
| Program Services | $53,362 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,499 | TotalAmt |
| Program Services | $8,499 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,936 | TotalAmt |
| Program Services | $405,936 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,921 | TotalAmt |
| Program Services | $109,729 | ProgramServicesAmt |
| Management And General | $12,192 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UTILITIES AND TELEPHONE | $520,729 | $470,063 | $50,666 |
| MAINTENANCE AND REPAIRS | $406,868 | $406,868 | |
| SHARED SERVICES | $240,000 | $204,000 | $36,000 |
| EXHIBIT INSTALLATION | $37,775 | $37,775 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,682 | TotalAmt |
| Program Services | $50,389 | ProgramServicesAmt |
| Management And General | $1,293 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,716,993 | TotalAmt |
| Program Services | $3,295,392 | ProgramServicesAmt |
| Management And General | $421,601 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,829 | BOYAmt |
| EOY | $151,347 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,926 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,620 | BOYAmt |
| EOY | $8,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,450,322 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,201,748 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,430,903 | BOYAmt |
| EOY | $5,248,574 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,349,138 | BOYAmt |
| EOY | $54,252,637 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,034,490 | BOYAmt |
| EOY | $59,669,104 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,449 | BOYAmt |
| EOY | $137,038 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,104 | BOYAmt |
| EOY | $166,104 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,553 | BOYAmt |
| EOY | $308,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,464,497 | BOYAmt |
| EOY | $58,057,176 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,440 | BOYAmt |
| EOY | $1,303,286 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,742,937 | BOYAmt |
| EOY | $59,360,462 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,034,490 | BOYAmt |
| EOY | $59,669,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$24,795 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,642,320 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $551,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $534,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $588,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $542,054 | CurrentTaxYearAmt |
| Total | $2,905,758 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $551,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $534,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $588,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $542,054 | CurrentTaxYearAmt |
| Total | $2,905,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,905,758 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $764,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,861,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,212,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,220,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,749,666 | CurrentTaxYearAmt |
| Total | $6,809,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,714,934 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $938,887 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29970 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | SCOTTISH RITE MUSEUM AND LIBRARY, INC. QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. THE PUBLIC SUPPORT PERCENTAGE IS GREATER THAN 10%. THE ORGANIZATION HAS INVESTED PREVIOUSLY CONTRIBUTED PUBLIC SUPPORT WHICH IS GENERATING THE INVESTMENT INCOME MAKING UP A SUBSTANTIAL PORTION OF THE REMAINING ANNUAL INCOME. THE ORGANIZATION IS STRUCTURED AND OPERATED IN SUCH A MANNER AS TO ATTRACT PUBLIC SUPPORT ON AN ONGOING AND CONTINUAL BASIS. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 17A | FormAndLineReferenceDesc |
| Explanation | SCOTTISH RITE MUSEUM AND LIBRARY, INC. QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. THE PUBLIC SUPPORT PERCENTAGE IS GREATER THAN 10%. THE ORGANIZATION HAS INVESTED PREVIOUSLY CONTRIBUTED PUBLIC SUPPORT WHICH IS GENERATING THE INVESTMENT INCOME MAKING UP A SUBSTANTIAL PORTION OF THE REMAINING ANNUAL INCOME. THE ORGANIZATION IS STRUCTURED AND OPERATED IN SUCH A MANNER AS TO ATTRACT PUBLIC SUPPORT ON AN ONGOING AND CONTINUAL BASIS. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,349,138 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,861,075 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,900,000 | OtherExpendituresAmt |
| Administrative Expenses | $50,077 | AdministrativeExpensesAmt |
| End Year Balance | $54,260,136 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,287,091 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,008,856 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,900,000 | OtherExpendituresAmt |
| Administrative Expenses | $46,809 | AdministrativeExpensesAmt |
| End Year Balance | $51,349,138 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,928,876 | BeginningYearBalanceAmt |
| Contributions | $141,352 | ContributionsAmt |
| Investment Earnings Or Losses | $2,499,687 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,250,000 | OtherExpendituresAmt |
| Administrative Expenses | $32,824 | AdministrativeExpensesAmt |
| End Year Balance | $48,287,091 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,037,689 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,614,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,450,000 | OtherExpendituresAmt |
| Administrative Expenses | $44,037 | AdministrativeExpensesAmt |
| End Year Balance | $47,928,876 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,875,285 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,577,308 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,230,000 | OtherExpendituresAmt |
| Administrative Expenses | $184,904 | AdministrativeExpensesAmt |
| End Year Balance | $57,037,689 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,260 | OtherCostOrOtherBasisAmt |
| Book Value | $27,260 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,127,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,940,171 | DepreciationAmt |
| Book Value | $5,187,223 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,295,668 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,261,577 | DepreciationAmt |
| Book Value | $34,091 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,248,574 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN PAYABLE | Desc |
| Amt | $166,104 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $166,104 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,284,441 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,642,320 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,642,320 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,642,121 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,077 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $50,077 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,692,198 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,666,916 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,666,916 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,077 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $50,077 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,716,993 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE NET ASSETS HELD FOR FUTURE ACTIVITIES OF THE MUSEUM MAINTAINING ITS EXEMPT PURPOSE AND MISSION. |
| SCHEDULE D, PAGE 3, PART X | THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. GIFTS TO THE MUSEUM ARE TAX DEDUCTIBLE. THE MUSEUM IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE MUSEUMS TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED JULY 31, 2024, 2023, AND 2022. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|
| WHEELER WALTER F | |||||||
| TRSTEE/PRESIDENT/SGC | $239,500 | $76,227 | $47,119 | $362,846 | |||
| HECHT KEVIN | |||||||
| TRUSTEE/DEPUTY CT | $145,882 | $43,964 | $189,846 | ||||
| ELLIOT RICHARD W | |||||||
| TRUSTEE/ML EXEC DIR | $141,609 | $46,619 | $188,228 | ||||
| MCNAUGHTON JOHN BRIAN | |||||||
| TRUSTEE/MUSEUM BOARD | $129,163 | $53,684 | $182,847 | ||||
| ROUP PAUL J | |||||||
| TRUSTEE | $138,593 | $19,256 | $157,849 | ||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 4B: PETER SAMIEC - DEFERRED COMENSATION OF -0- FOR CALENDAR YEAR 2024. WALTER WHEELER - DEFERRED COMPENSATION OF 24,000 FOR CALENDAR YEAR 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO ENGAGE AND INSPIRE, THROUGH ITS EXHIBITS, PROGRAMS, AND COLLECTIONS, A KNOWLEDGE AND APPRECIATION OF AMERICAS HISTORY, HERITAGE, CULTURE AND TRADITIONS WITH A FOCUS ON THE NATIONS FORMATIVE YEARS, FREEMASONRY AND FRATERNALISM. IT WILL BUILD INTEREST AND SUPPORT FOR IT'S MISSION BY EMPHASIZING THEMES OF LIBERTY, PATRIOTISM, AND PERSONAL AND CIVIC VIRTUES. A NON-CIRCULATING RESEARCH LIBRARY AND SIGNIFICANT ARCHIVES WILL BE MAINTAINED FOR USE BY THE PUBLIC. |
| FORM 990, PAGE 6, PART VI, LINE 2 | JOHN WILLIAM MCNAUGHTON JOHN BRIAN MCNAUGHTON FATHER AND SON |
| FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT COPY OF FORM 990 IS PROVIDED TO THE TREASURER AND IS REVIEWED AND APPROVED AT A MEETING OF THE PRESIDING OFFICERS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES SUBMIT SIGNED CONFLICT OF INTEREST DISCLOSURE FORMS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS COMPENSATION PACKAGES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS COMPENSATION PACKAGES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE PROCESS IN WHICH THE BOARD OF TRUSTEES OVERSEES THE AUDIT OF FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| SUPREME COUNCIL OF SOVEREIGN GRAND | ||||||||||
| 33 MARRETT ROAD | LEXINGTON | MA | 02421 | 041032821 | USES WORLD | MA | 501C10 | NA | false | |
| SUPREME COUNCIL BENEVOLENT FOUNDATI | ||||||||||
| 33 MARRETT ROAD | LEXINGTON | MA | 02421 | 046116088 | FUNDING OF | MA | 501C3 | NA | false | 7 |
| SUPREME COUNCIL EDUCATION AND CHARI | ||||||||||
| 33 MARRETT ROAD | LEXINGTON | MA | 02421 | 046116087 | EDUCATIONA | MA | 501C3 | NA | false | 7 |
| TRUSTEES OF THE SUPREME COUNCIL | ||||||||||
| 33 MARRETT ROAD | LEXINGTON | MA | 02421 | 041032840 | RECEIVE, M | MA | 501C2 | NA | false | |
| CHILDREN'S DYSLEXIA CENTERS INC | ||||||||||
| 33 MARRETT ROAD | LEXINGTON | MA | 02421 | 043169620 | PROVIDE EV | MA | 501C3 | NA | false | 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SUPREME COUNCIL BENEVOLENT FOUNDATI | ||
| C | $335,000 | ACTUAL CONTRIBUTIONS RECE |
| SUPREME COUNCIL OF SOVEREIGN GRAND | ||
| P | $240,000 | SHARED SERVICES PAID - SE |
| SUPREME COUNCIL OF SOVEREIGN GRAND | ||
| Q | $478,485 | REIMBURSEMENT RECVD RENT |
| SUPREME COUNCIL OF SOVEREIGN GRAND | ||
| Q | $54,300 | SHARED SVCS & C.H. RECVD |
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