PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND (EIN 46-1031284)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-08-01
IRS object ID
202342139349100924
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-08-01T10:55:28-04:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208473468PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WELLS AND PRIEST INC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 250AddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430580250ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461031284EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAST EXHALTED RULERS ASSOCIATIONBusinessNameLine1Txt
Business Name Line2OF NEWARK OH LODGE 391 CHARITY FDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPASTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 280AddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430580280ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY WISEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7404048540PhoneNum
Signature2023-07-20SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLARRYPersonFirstNm
Person LastWISEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY M PRIESTPreparerPersonNm
PTINP00025170PTIN
Phone7403498616PhoneNum
Preparation2023-08-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,484FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$41,894ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$41,894TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$210AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,410TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,484ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,999CashBOYAmt
Cash EOY$35,484CashEOYAmt
Cash EOYFMV$35,484CashEOYFMVAmt
Total Assets BOY$13,999TotalAssetsBOYAmt
Total Assets EOY$35,484TotalAssetsEOYAmt
Total Assets EOYFMV$35,484TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,025AccountsPayableBOYAmt
Accounts Payable EOY$1,026AccountsPayableEOYAmt
Total Liabilities BOY$1,025TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,026TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$12,974NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$34,458NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$12,974TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,458TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,999TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,484TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,974TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,484ExcessRevenueOverExpensesAmt
Subtotal$34,458SubtotalAmt
Tot Net Ast Or Fund Balances EOY$34,458TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksLARRY WISEIndividualWithBooksNm
Phone7404048540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line173 N 3RD STAddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43055ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD SCOTT
PO BOX 280NEWARKOH43058VICE PRESIDE0.25$0$0$0
DAVE UNDERHILL
PO BOX 280NEWARKOH43058PRESIDENT0.25$0$0$0
LARRY WISE
PO BOX 280NEWARKOH43058TREASURER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,878AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,878TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$18,878AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$283CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,595NetVlNoncharitableAssetsAmt
Minimum Investment Return$930MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$930MinimumInvestmentReturnAmt
Distributable Before Adj$930DistributableBeforeAdjAmt
Distributable Before Ded$930DistributableBeforeDedAmt
Distributable As Adjusted$930DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,200ExpensesAndContributionsAmt
Qualifying Distributions$20,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$930DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,827ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,070ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,188ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,506ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,646ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,237TotalExcessDistributionCyovAmt
Qualifying Distributions$20,200QualifyingDistributionsAmt
Applied To Current Year$930AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,270RemainingDistriFromCorpusAmt
Total Corpus$75,507TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,827ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,680ExcessDistriCyovToNextYrAmt
Excess From Year4$16,070ExcessFromYear4Amt
Excess From Year3$5,188ExcessFromYear3Amt
Excess From Year2$4,506ExcessFromYear2Amt
Excess From Year1$18,646ExcessFromYear1Amt
Excess From Current Year$19,270ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
C-TEC
150 PRRICE RDNEWARKOH43055GENERAL FUNDING$500
WREATHS ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623GENERAL FUNDING$1,754
BUCKEYE VALLEY FAMILY YMCA
470 W CHURCH STNEWARKOH43055GENERAL FUNDING$1,000
LICKING COUNTY DRUG TASK FORCE
155 E MAIN STNEWARKOH43055GENERAL FUNDING$2,661
NATIONAL CHILD SAFETY COUNCIL
PO BOX 1368JACKSONMI49204GENERAL FUNDING$250
ELKS NATIONAL FOUNDATION
2750 N LAKEVIEW DRCHICAGOIL60614GENERAL FUNDING$3,000
OHIO ELKS ASSOC CEREBRAL PALSY FD
829 CUNNINGHAM RDSALEMOH44460GENERAL FUNDING$5,713
BOYS AND GIRLS CLUB OF NEWARK OH
PO BOX 271NEWARKOH43058GENERAL FUNDING$2,661
KINGDOM PILLARS STRONG TOWER
PO BOX 108NEWARKOH43058GENERAL FUNDING$2,661
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,200TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBENEVOLENT PROT ORDER OF ELKS 391ContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line173 N THIRD STAddressLine1Txt
CityNEWARKCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43055ZIPCd
FieldValueIRS element (for citing)
Total Contributions$41,894TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$210Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonLARRY WISEPersonNm
Short ExplanationSIGNATURE OFFICERShortExplanationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.