PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PAST EXALTED RULERS ASSOCIATION OF NEWARK OH LODGE 391 CHARITY FUND (EIN 46-1031284)
Tax period
2024-04-01 to 2025-03-31
Filed
2025-08-12
IRS object ID
202502249349100505
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

FieldValueIRS element (for citing)
Return2025-08-12T09:10:06-04:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

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 Begin2024-04-01TaxPeriodBeginDt

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
Signature2025-08-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY M PRIESTPreparerPersonNm
PTINP00025170PTIN
Phone7403498616PhoneNum
Preparation2025-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$92,491FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$66,637ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$66,637TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$260AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,260TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,377ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,114CashBOYAmt
Cash EOY$92,491CashEOYAmt
Cash EOYFMV$92,491CashEOYFMVAmt
Total Assets BOY$58,114TotalAssetsBOYAmt
Total Assets EOY$92,491TotalAssetsEOYAmt
Total Assets EOYFMV$92,491TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,025AccountsPayableBOYAmt
Accounts Payable EOY$1,025AccountsPayableEOYAmt
Total Liabilities BOY$1,025TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,025TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$57,089NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$91,466NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$57,089TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,466TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$58,114TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,491TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$57,089TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,377ExcessRevenueOverExpensesAmt
Subtotal$91,466SubtotalAmt
Tot Net Ast Or Fund Balances EOY$91,466TotNetAstOrFundBalancesEOYAmt

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 PRESIDE000.00$0$0$0
DAVE UNDERHILL
PO BOX 280NEWARKOH43058PRESIDENT000.00$0$0$0
LARRY WISE
PO BOX 280NEWARKOH43058TREASURER000.00$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$66,404AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$66,404TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$66,404AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$996CashDeemedCharitableAmt
Net Vl Noncharitable Assets$65,408NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,270MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,270MinimumInvestmentReturnAmt
Distributable Before Adj$3,270DistributableBeforeAdjAmt
Distributable Before Ded$3,270DistributableBeforeDedAmt
Distributable As Adjusted$3,270DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,000ExpensesAndContributionsAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,270DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,188ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,506ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,646ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,270ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,924ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$68,534TotalExcessDistributionCyovAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt
Applied To Current Year$3,270AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,730RemainingDistriFromCorpusAmt
Total Corpus$97,264TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,188ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$92,076ExcessDistriCyovToNextYrAmt
Excess From Year4$4,506ExcessFromYear4Amt
Excess From Year3$18,646ExcessFromYear3Amt
Excess From Year2$19,270ExcessFromYear2Amt
Excess From Year1$20,924ExcessFromYear1Amt
Excess From Current Year$28,730ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
C-TEC
150 PRRICE RDNEWARKOH43055GENERAL FUNDING$900
WREATHS ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623GENERAL FUNDING$3,400
ELKS NATIONAL FOUNDATION
2750 N LAKEVIEW DRCHICAGOIL60614GENERAL FUNDING$3,000
OHIO ELKS ASSOC CEREBRAL PALSY FD
829 CUNNINGHAM RDSALEMOH44460GENERAL FUNDING$3,000
OHIO ELKS ENDOWMENT
829 CUNNINGHAM RDSALEMOH44460GENERAL FUNDING$3,000
GRAYSON SHUMATE
1311 BURR OAK CTHEATHOH43056SCHOLARSHIP$500
CLARE CLEGG
54 ROLAND CTPATASKALAOH43062SCHOLARSHIP$500
LILA NADER
780 CRESCENT DRHEATHOH43056SCHOLARSHIP$500
JILLIAN BROWNLEE
620 KIMBERLY COURTHEATHOH43056SCHOLARSHIP$500
ZACK MORROW
54 CYNTHIA STHEATHOH43056SCHOLARSHIP$500
GRACE PASTORIUS
668 GARFIELD AVENEWARKOH43055SCHOLARSHIP$500
WINTON ARTER
113 S MAIN STCROTONOH43013SCHOLARSHIP$500
NEWARK SPORTS & EVENT CENTER
936 SHARON VALLEY RDNEWARKOH43055GENERAL FUNDING$500
BUCKEYE VALLEY FAMILY YMCA
470 W CHURCH STNEWARKOH43055GENERAL FUNDING$1,000
LICKING COUNTY SHERIFF
155 E MAIN STNEWARKOH43055K-9 UNIT$4,600
FRIENDSHIP CLUB OF LICKING COUNTY
485 LINVILLE RDHEATHOH43056WHEELS OF YESTERDAY$1,000
MARYANN TOWNSHIP FIRE DEPT
6099 FALLSBURG RDNEWARKOH43055JR FF PROGRAM$600
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037GENERAL FUNDING$2,500
KINGDOM PILLARS
PO BOX 108NEWARKOH43058GENERAL FUNDING$2,100
SALVATION ARMY
250 E MAIN STNEWARKOH43055GENERAL FUNDING$2,100
VILLAGE CREATIVE DANCE
1 S 3RD STNEWARKOH43055GENERAL FUNDING$300
LICKING COUNTY HUMANE SOCIETY
825 THORNWOOD DRHEATHOH43056GENERAL FUNDING$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,000TotalGrantOrContriPdDurYrAmt

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$65,925TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$260Amt

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.