INDIANA MASONIC HOME FOUNDATION INCORPORATED: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: INDIANA MASONIC HOME FOUNDATION INCORPORATED (EIN 35-1091997)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-13
IRS object ID: 202413189349311056
Schema version: 2023v5.1
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 O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-13T17:33:45-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	352123203	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KSM BUSINESS SERVICES INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 40857	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46240	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	351091997	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INDIANA MASONIC HOME FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INDI	BusinessNameControlTxt
Phone	3176379582	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	525 N ILLINOIS ST PO BOX 44210	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462440210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY P ZARING	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3176379582	PhoneNum
Signature	2024-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CASSE TATE	PreparerPersonNm
PTIN	P01271193	PTIN
Phone	3175802000	PhoneNum
Preparation	2024-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JEFFREY P ZARING	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	525 N ILLINOIS ST PO BOX 44210	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462440210	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$22,872,568	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.IMHF.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1935	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	TO SUPPORT THE INDIANA MASONIC HOME	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$837,353	PYContributionsGrantsAmt
CY Contributions Grants	$659,190	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,199,738	PYInvestmentIncomeAmt
CY Investment Income	$4,856,121	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	-$6,525	CYOtherRevenueAmt
PY Total Revenue	$2,037,091	PYTotalRevenueAmt
CY Total Revenue	$5,508,786	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,596,176	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,460,948	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$396,229	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$441,050	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$444,936	CYTotalFundraisingExpenseAmt
PY Other Expenses	$713,248	PYOtherExpensesAmt
CY Other Expenses	$787,584	CYOtherExpensesAmt
PY Total Expenses	$4,705,653	PYTotalExpensesAmt
CY Total Expenses	$4,689,582	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,668,562	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$819,204	CYRevenuesLessExpensesAmt
Total Assets BOY	$81,878,945	TotalAssetsBOYAmt
Total Assets EOY	$92,295,772	TotalAssetsEOYAmt
Total Liabilities BOY	$771,161	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$716,760	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$81,107,784	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$91,579,012	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,460,948	ExpenseAmt
Grant	$3,460,948	GrantAmt
Desc	ANNUAL DISTRIBUTION TO THE INDIANA MASONIC HOME FOR THE FRATERNAL BENEFIT AND SUPPORT OF THOSE IN THE MASONIC FAMILY WHO ARE UNABLE TO PROVIDE CARE FOR THEMSELVES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Desc	SPECIAL EVENT AMOUNT RAISED FOR SHRINERS HOSPITAL FOR CHILDREN	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$3,460,948	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	16	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERIC VERMEULEN EXEC DIRECTOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3176379582	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 44210	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462440210	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
RICHARD J ELMAN
BOARD MEMBER	1.00	41.00	Yes (X)	$0	$110,669	$33,086
GREGORY N JORDAN
TREASURER	1.00		Yes (X)	$0	$0	$0	Yes (X)
ALEX L ROGERS
VICE PRESIDENT	1.00		Yes (X)	$0	$0	$0	Yes (X)
ROBERT D HEUCHAN
BOARD MEMBER	1.00		Yes (X)	$0	$0	$0
JEFFERY P ZARING
PRESIDENT	1.00		Yes (X)	$0	$0	$0	Yes (X)
CHARLES F MARLOWE
BOARD MEMBER	1.00		Yes (X)	$0	$0	$0
JAMES L CHESNEY
BOARD MEMBER	1.00		Yes (X)	$0	$0	$0
JOEL R HARBAUGH
BOARD MEMBER	1.00		Yes (X)	$0	$0	$0
DONNA M CLUTTER
SECRETARY	1.00		Yes (X)	$0	$0	$0	Yes (X)
DANIEL J RILEY
BOARD MEMBER	1.00		Yes (X)	$0	$0	$0
RONALD BUSKIRK
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
ERIC J VERMEULEN
EXECUTIVE DIRECTOR	40.00	1.00		$91,471	$0	$4,413	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$91,471	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$110,669	TotReportableCompRltdOrgAmt
Total Other Compensation	$37,499	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PROMUS WEALTH MANAGEMENT GROUP	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8888 KEYSTONE CROSSING SUITE 200	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46240	ZIPCd

Field	Value	IRS element (for citing)
Services	TRUST MANAGEMENT	ServicesDesc
Compensation	$205,437	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Fundraising	$34,272	FundraisingAmt
All Other Contributions	$624,918	AllOtherContributionsAmt
Total Contributions	$659,190	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,212,699	TotalRevenueColumnAmt
Exclusion	$2,212,699	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$8,450	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$8,450	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,450	TotalRevenueColumnAmt
Exclusion	$8,450	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$19,971,330	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$17,327,908	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,643,422	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,643,422	TotalRevenueColumnAmt
Exclusion	$2,643,422	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$20,899	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$34,272	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$35,874	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$14,975	TotalRevenueColumnAmt
Exclusion	-$14,975	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,508,786	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,849,596	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,460,948	TotalAmt
Program Services	$3,460,948	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$95,885	TotalAmt
Management And General	$47,943	ManagementAndGeneralAmt
Fundraising	$47,942	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$222,465	TotalAmt
Management And General	$79,398	ManagementAndGeneralAmt
Fundraising	$143,067	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,981	TotalAmt
Management And General	$2,792	ManagementAndGeneralAmt
Fundraising	$4,189	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$93,438	TotalAmt
Management And General	$37,375	ManagementAndGeneralAmt
Fundraising	$56,063	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$22,281	TotalAmt
Management And General	$8,912	ManagementAndGeneralAmt
Fundraising	$13,369	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$35,750	TotalAmt
Management And General	$35,750	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$478,357	TotalAmt
Management And General	$478,357	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$21,806	TotalAmt
Management And General	$8,722	ManagementAndGeneralAmt
Fundraising	$13,084	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$52,491	TotalAmt
Fundraising	$52,491	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$25,426	TotalAmt
Management And General	$10,963	ManagementAndGeneralAmt
Fundraising	$14,463	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$23,902	TotalAmt
Management And General	$23,902	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$34,750	TotalAmt
Management And General	$13,900	ManagementAndGeneralAmt
Fundraising	$20,850	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$43,012	TotalAmt
Fundraising	$43,012	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$15,804	TotalAmt
Management And General	$15,804	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,248	TotalAmt
Management And General	$10,248	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	PRINTING NEWSLETTER	Desc
Total	$34,500	TotalAmt
Fundraising	$34,500	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,538	TotalAmt
Management And General	$9,632	ManagementAndGeneralAmt
Fundraising	$1,906	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,689,582	TotalAmt
Program Services	$3,460,948	ProgramServicesAmt
Management And General	$783,698	ManagementAndGeneralAmt
Fundraising	$444,936	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,372,133	BOYAmt
EOY	$2,099,550	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$937,708	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$191,632	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$761,880	BOYAmt
EOY	$746,076	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$72,173,828	BOYAmt
EOY	$88,879,459	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$571,104	BOYAmt
EOY	$570,687	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$81,878,945	BOYAmt
EOY	$92,295,772	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$771,161	BOYAmt
EOY	$716,760	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$771,161	BOYAmt
EOY	$716,760	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	$80,873,580	BOYAmt
EOY	$91,325,558	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$234,204	BOYAmt
EOY	$253,454	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$81,107,784	BOYAmt
EOY	$91,579,012	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$81,878,945	BOYAmt
EOY	$92,295,772	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$819,204	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$9,608,661	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$43,363	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	INDIANA MASONIC HOME	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	352187477	EIN
Organization Type	10	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$3,460,948	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$3,460,948	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (1)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$128,425	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,829,619	PriorYearAmt
Current Year	$2,221,149	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,829,619	PriorYearAmt
Current Year	$2,349,574	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$460,451	PriorYearAmt
Current Year	$478,357	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,369,168	PriorYearAmt
Current Year	$1,871,217	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$82,271,329	PriorYearAmt
Current Year	$77,107,767	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$2,229,201	PriorYearAmt
Current Year	$7,995,939	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$992,028	PriorYearAmt
Current Year	$984,139	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$85,492,558	PriorYearAmt
Current Year	$86,087,845	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$85,492,558	PriorYearAmt
Current Year	$86,087,845	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$1,282,388	PriorYearAmt
Current Year	$1,291,318	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$84,210,170	PriorYearAmt
Current Year	$84,796,527	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$2,947,356	PriorYearAmt
Current Year	$2,967,878	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$2,947,356	PriorYearAmt
Current Year	$2,967,878	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$1,369,168	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$1,163,793	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$2,947,356	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$2,947,356	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$2,947,356	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$3,460,948	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$3,460,948	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$3,460,948	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$2,947,356	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$2,947,356	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$3,648,604	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,758,651	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$3,603,617	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$10,600,384	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,596,176	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$24,207,432	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$2,947,356	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$701,248	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$20,558,828	ExcessDistributionCyovAmt
CY Total Annual Distributions	$3,460,948	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$3,460,948	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$24,019,776	ExcessDistriCyovToNextYrAmt
Excess From Year5	$2,758,651	ExcessFromYear5Amt
Excess From Year4	$3,603,617	ExcessFromYear4Amt
Excess From Year3	$10,600,384	ExcessFromYear3Amt
Excess From Year2	$3,596,176	ExcessFromYear2Amt
Excess From Year1	$3,460,948	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, SECTION D, LINE 8	FormAndLineReferenceDesc
Explanation	EIGHTY-FIVE PERCENT OF THE DISTRIBUTABLE AMOUNT IS DISTRIBUTED TO INDIANA MASONIC HOME, A SUPPORTED ORGANIZATION THAT MEETS THE "ATTENTIVENESS AND "RESPONSIVENESS" TESTS. THE "ATTENTIVENESS" TEST IS MET BECAUSE INDIANA MASONIC HOME FOUNDATION PROVIDED AT LEAST 10% OF THE TOTAL SUPPORT OF INDIANA MASONIC HOME. TEN PERCENT OF THE TOTAL SUPPORT FOR INDIANA MASONIC HOME FOR FISCAL YEAR END DECEMBER 31, 2023 IS $439,173. INDIANA MASONIC HOME FOUNDATION'S DISTRIBUTION OF $3,460,948 EXCEEDS THIS AMOUNT. THE "RESPONSIVENESS" TEST IS MET BECAUSE TWO MEMBERS OF THE INDIANA MASONIC HOME GOVERNING BOARD SERVE ON THE BOARD OF INDIANA MASONIC HOME FOUNDATION;	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	$80,230,589	BeginningYearBalanceAmt
Investment Earnings Or Losses	$13,983,018	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,460,948	OtherExpendituresAmt
End Year Balance	$90,752,659	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$98,302,561	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$14,475,796	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,596,176	OtherExpendituresAmt
End Year Balance	$80,230,589	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$96,617,894	BeginningYearBalanceAmt
Investment Earnings Or Losses	$12,285,051	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,600,384	OtherExpendituresAmt
End Year Balance	$98,302,561	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$89,634,799	BeginningYearBalanceAmt
Investment Earnings Or Losses	$10,586,712	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,603,617	OtherExpendituresAmt
End Year Balance	$96,617,894	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$84,323,410	BeginningYearBalanceAmt
Investment Earnings Or Losses	$8,070,040	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,758,651	OtherExpendituresAmt
End Year Balance	$89,634,799	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$710,000	InvestmentCostOrOtherBasisAmt
Book Value	$710,000	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$178,746	OtherCostOrOtherBasisAmt
Depreciation	$142,670	DepreciationAmt
Book Value	$36,076	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$48,962	OtherCostOrOtherBasisAmt
Depreciation	$48,962	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$746,076	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
ANNUITY LIABILITY	$549,550
TRUST LIABILITY	$51,174
AFFINITY FUND	$7,527
OPERATING LEASE LIABILITY	$108,509

Field	Value	IRS element (for citing)
Total Liability	$716,760	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$14,639,090	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$9,608,661	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$9,608,661	RevenueNotReportedAmt
Revenue Subtotal	$5,030,429	RevenueSubtotalAmt
Investment Expenses Not Incld	$478,357	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$478,357	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,508,786	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,211,225	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,211,225	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$478,357	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$478,357	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,689,582	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE INDIANA MASONIC HOME (THE HOME) AT FRANKLIN, INDIANA.

PART X, LINE 2:

IMH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS OTHERWISE EXCLUDED BY THE IRC. ST. CLAIR IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY WHOSE INCOME OR LOSS IS REPORTED BY IMH FOUNDATION. IN ADDITION, IMH FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2023 AND 2022. IMH FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. IMH FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2020. MANAGEMENT BELIEVES THAT THE FOUNDATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN MATERIAL CHANGE.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF OUTING	Event1Nm
Gross Receipts Event1	$55,171	GrossReceiptsEvent1Amt
Charitable Contri Event1	$34,272	CharitableContriEvent1Amt
Gross Revenue Event1	$20,899	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$35,874	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$55,171	GrossReceiptsTotalAmt
Charitable Contributions Tot	$34,272	CharitableContributionsTotAmt
Gross Revenue Total Events	$20,899	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$35,874	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$35,874	DirectExpenseSummaryEventsAmt
Net Income Summary	-$14,975	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INDIANA MASONIC HOME	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	690 S STATE STREET	AddressLine1Txt
City	FRANKLIN	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46131	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	352187477	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$3,460,948	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	ONGOING OPERATIONAL SUPPORT.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ALL MONIES DONATED TO THE INDIANA MASONIC HOME FOUNDATION, INC. GO INTO OUR ENDOWMENT FUND. ANNUALLY, A GRANT IS ISSUED TO THE INDIANA MASONIC HOME, INC. WE SOLELY ISSUE A GRANT TO THE INDIANA MASONIC HOME AND TO NO ONE ELSE. WE MAINTAIN RECORDS OF ALL MONIES DONATED TO THE FOUNDATION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT OF THE FORM 990 WILL BE PROVIDED VIA EMAIL TO THE BOARD OF DIRECTORS AND QUESTIONS AND COMMENTS WILL BE REQUESTED. THE AUDIT COMMITTEE OF THE BOARD WILL REVIEW AND APPROVE THE RETURN. THE BOARD PRESIDENT WILL BE RESPONSIBLE FOR FINAL REVIEW AND SIGNING OF THE TAX RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	SINCE THERE IS ONLY ONE TOP MANAGEMENT EMPLOYEE (KEY EMPLOYEE, CEO, EXECUTIVE DIRECTOR, ETC.), HIS COMPENSATION IS DETERMINED BY A REVIEW OF THE FOUNDATION BOARD'S EXECUTIVE COMMITTEE (PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER).
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIALS WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 18,470. CHANGE IN VALUE OF PERPETUAL TRUST 24,893.
FORM 990, PART XII, LINE 2C:	THERE HAS BEEN NO CHANGE IN THE AUDIT REVIEW PROCESS SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ST CLAIR LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	525 NORTH ILLINOIS STREET	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	REAL ESTATE HOLDING COMPANY	PrimaryActivitiesTxt
Legal Domicile State	IN	LegalDomicileStateCd
Total Income	$25	TotalIncomeAmt
End Of Year Assets	$3,958	EndOfYearAssetsAmt
Direct Controlling NA	N/A	DirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Public Charity StatusPublicCharityStatusTxt
GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA
525 NORTH ILLINOIS STREET	INDIANAPOLIS	IN	46204	350300010	MEMBERS ONLY FRATERNAL ORGANIZATION	IN	501(C)(10)	N/A	0
INDIANA MASONIC HOME
690 STATE STREET	FRANKLIN	IN	46131	352187477	SERVE CHARITABLE PURPOSE OF OPERATING INDIANA MASONIC HOME IN FRANKLIN, IN	IN	501(C)(3)	N/A	0	LINE 10

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd