2012-05-29T06:31:43-05:00 2011-12-31 520783935 SMITH ELLIOTT KEARNS & COMPANY LLC 19 BROOKWOOD AVE SUITE 101 CARLISLE PA 17015 990 2011-01-01 236407467 THE RIGHT WORSHIPFUL GRAND LODGE OF THE MOST ANCIENT AND HONORABLE FRATERNITY OF RIGH 2159881900 ONE NORTH BROAD STREET PHILADELPHIA PA 19107 JAY W SMITH 2159881900 2012-05-21 1 GREGORY P HALL CPA P00156653 7172439104 2011 2016-02-24 21:20:13Z JAY W SMITH ONE NORTH BROAD STREET PHILADELPHIA PA 19107 5685671 0 X WWW.PAGRANDLODGE.ORG X 1731 PA THE GOVERNING BODY OF THE PENNSYLVANIA FREEMASONS AND PROMOTES MASONIC CULTURE. 6 0 24 0 0 0 1139982 0 2729449 2874834 1967127 2692664 115672 118173 5952230 5685671 352157 1505850 0 0 1378350 1316874 0 0 0 1755610 1903225 3486117 4725949 2466113 959722 50028037 48743029 1237609 2040793 48790428 46702236 X THE GRAND LODGE ACTS AS THE GOVERNING BODY OF THE PENNSYLVANIA FREEMASONS AND PROMOTES MASONIC CULTURE AND LAW AND FRATERNAL ACTIVITIES INCLUDING CHARITABLE PROJECTS. 0 0 2991507 2874834 INITIATED 3108 NEW MEMBERS, RESTORED 510 LAPSED MEMBERS, AND ELECTED 545 MEN TO MEMBERSHIP DURING THE YEAR ENDED DECEMBER 31, 2011. THIS RESULTED IN THE ADDITION OF 4,163 MEMBERS FOR THE YEAR.PROVIDED SEVERAL VERSIONS OF THE "ONE DAY CLASS" AT DIFFERENT DATES THROUGHOUT THE STATE.EXPANDED THE "HELP FOR HEROES" PROGRAM WHICH INCLUDED INTERNATIONAL CALLING CARDS TO MILITARY PERSONNEL SERVING IN IRAQ AND AFGHANISTAN. CONTRIBUTED WEAPON WIPES TO SOLDIERS IN THE DESERT. SPONSORED BABY SHOWERS FOR MILITARY FAMILIES AT JOINT BASE MCGUIRE-DIX-LAKEHURST. GRAND LODGE BEGAN TO RECRUIT AND TRAIN VOLUNTEERS TO MENTOR VETERANS FACING LEGAL TROUBLES IN STATEWIDE VETERANS' COURTS. GRAND LODGE DONATED MONEY TO THOMAS JEFFERSON UNIVERSITY HOSPITALS AND THE DUPONT HOSPITAL FOR CHILDREN TO DEVELOP THE INSTALLATION OF THE TELEMEDICINE PROGRAM BETWEEN PHYSICIANS SERVING MILITARY FAMILIES LIVING AT DOVER AIR FORCE BASE AND THE HOSPITALS.PROMOTED THE BLOOD DONOR CLUB AND ORGAN DONOR CLUB, A 501(C)3 CHARITY, TO MEMBERS OF THE FRATERNITY.PROVIDED LOANS TO LODGES AND PREPARED A CONSOLIDATED GROUP FORM 990 COVERING ALL PENNSYLVANIA SUBORDINATE LODGES.PROVEDIDED SCHOLARSHIPS TO INDIVIDUALS FOR EDUCATIONAL PURPOSES. 2991507 0 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 17 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 1 1 1 1 1 0 1 1 0 0 0 0 0 0 0 PA X HARRY B RUTTER CONTROLLER 2159881957 MASONIC TEMPLE ONE NORTH BOARD PHILADELPHIA PA 19107 THOMAS K STURGEON 20.00 X X 145002 0 1874 JAY W SMITH 20.00 X X 40000 0 0 ROBERT J BATEMAN 20.00 X X 40000 0 0 RAYMOND T DIETZ 20.00 X X 40000 0 0 JEFFREY W COY 20.00 X X 40000 0 0 MARK A HAINES 35.00 X X 96575 0 29513 HARRY RUTTER 40.00 X 96532 0 29502 498109 0 60889 1 0 0 0 MARRIOTT ONE EAST PENN SQUARE PHILADELPHIA PA 19107 MEETINGS AND CONFERENCES 141546 1 DUES AND FEES 900099 2532626 2532626 INITIATION & ADM FEES 900099 331908 331908 OTHER 900099 10300 10300 2874834 776717 776717 1500 1500 1500 1500 1915947 1915947 1915947 1915947 PERPETUAL TRUST INCOME 900099 113268 113268 MISCELLANEOUS 900099 3405 3405 116673 5685671 2991507 0 2694164 1405856 99994 558999 304766 225237 156191 71681 44941 21350 28808 368361 42030 147 243286 28416 COMMUNICATION 523205 SPECIAL PROJECTS 289400 MISCELLANEOUS 60011 TELEPHONE 57995 195275 4725949 1436173 1275587 1630485 1466114 26631 3669 231091 317621 15012683 11383187 3868329 3629496 42413423 41340937 421905 709605 50028037 48743029 1237609 2040793 1237609 2040793 X 11336417 10345132 13370844 12379756 24083167 23977348 48790428 46702236 50028037 48743029 X 959722 -3047914 X 0 1 1 X 0 X X X 0 39889590 130301 365885 1312788 39072988 36419149 118832 4369818 1018209 39889590 31187615 112577 6071018 952061 36419149 40594573 350752 -9220012 537698 31187615 0.14370 0.55050 0.30580 1 0 1700000 1700000 13312683 11383187 1929496 3629496 GRAND LODGE CONSOLIDATED FUND ADMINISTERED BY VARIOUS INVESTMENT ADVISORS 36967825 F MONEY MARKET FUND 1907183 F OUTSIDE TRUSTS 2465929 F 41340937 5685671 4725949 959722 -3047914 -3047914 -2088192 5685671 0 5685671 0 5685671 4725949 0 4725949 0 4725949 PART III, LINE 1A: SINCE THE VALUES OF THE EXISTING INEXHAUSTIBLE COLLECTIONS, INCLUDING BOOKS AND ARTIFACTS, ARE NOT READILY DETERMINABLE, GRAND LODGE HAS NOT CAPITALIZED THEM. THE COLLECTIONS OF GRAND LODGE ARE HANDLED AND MAINTAINED BY THE CURATOR OF THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA (MASONIC LIBRARY AND MUSEUM) AS MANY OF THE ARTIFACTS ARE ON LOAN TO THE MASONIC LIBRARY AND MUSEUM. THE CURATOR FOLLOWS THE POLICIES AND PROCEDURES IMPLEMENTED BY THE MASONIC LIBRARY AND MUSEUM IN THE MAINTENANCE OF ITS OWN COLLECTIONS PART III, LINE 4: PRESERVATION AND PROMOTION OF MASONIC CULTURE. THE MASONIC LIBRARY FOUNDED IN 1817, IS CONSIDERED ONE OF THE FINEST COLLECTIONS FOR THE STUDY OF FREEMASONRY. IT HOLDS 75,000 VOLUMES, 30,000 DOCUMENTS AND MANUSCRIPTS, AND A VAST NUMBER OF PRINT AND PHOTOGRAPHIC WORKS. ONE TREASURE IS BENJAMIN FRANKLIN'S 1734 PRINTING OF THE "CONSTITUTIONS OF FREE-MASONS", THE FIRST MASONIC BOOK PRINTED IN AMERICA. THE COLLECTION IS AVAILABLE FOR PUBLIC USE WITHIN THE BUILDING. PENNSYLVANIA MASONS MAY BORROW BOOKS FROM THE CIRCULATION LIBRARY. THE MASONIC MUSEUM WAS FOUNDED IN 1908 AND DEDICATED BY BROTHER JOHN WANAMAKER, A PROMINENT PHILADELPHIA MERCHANT WHO SERVED AS THE FIRST CHAIRMAN OF THE LIBRARY COMMITTEE. THE MUSEUM'S COLLECTION CONSISTS OF MORE THAN THIRTY THOUSAND ITEMS. SOME PROMINENT PIECES ON DISPLAY ARE THE MASONIC APRON PRESENTED BY BROTHER MARQUIS DE LAFAYETTE TO BROTHER GENERAL GEORGE WASHINGTON AND BROTHER BENJAMIN FRANKLIN'S 1779 MASONIC SASH. THERE ARE ALSO HUNDREDS OF PORTRAITS AND VARIOUS OTHER WORKS OF ART, INCLUDING STATUARY, ANTIQUE GLASS, PORCELAIN, CHINA, ANTIQUITIES, JEWELRY, REGALIA, TIMEPIECES, CURIOSA AND MASONIC HISTORY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: GRAND LODGE'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. GRAND LODGE'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GRAND LODGE COMMITTEE ON FINANCE TO FUNCTION AS AN ENDOWMENT. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE GRAND LODGE COMMITTEE ON FINANCE TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE ORGANIZATIONS TO DISCLOSE SIGNIFICANT TAX POSITIONS THAT ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT MAY ULTIMATELY BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE EFFECTS OF TAX POSITIONS ARE RECOGNIZED IN FINANCIAL STATEMENTS IF, IN THE OPINION OF MANAGEMENT, THE TAX POSITION WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON AN EXAMINATION BY THE TAXING AUTHORITIES, INCLUDING THE RESOLUTION OF ANY APPLICABLE APPEALS OR LITIGATION. GRAND LODGE'S MOST SIGNIFICANT TAX POSITION IS THAT IT IS EXEMPT FROM PAYMENT OF FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, GRAND LODGE HAS NOT REPORTED ANY INCOME TAX EXPENSE IN THE STATEMENT OF ACTIVITIES FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010. GRAND LODGE HAS NOT RECORDED LIABILITIES FOR INCOME TAXES OR UNRECOGNIZED INCOME TAX BENEFITS IN THE BALANCE SHEETS AS OF DECEMBER 31, 2011 AND 2010. THE TAX YEARS SUBSEQUENT TO 2007 MAY BE SUBJECT TO EXAMINATION BY FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET UNREALIZED DEPRECIATION ON INVESTMENTS -2,541,771. INCREASE IN PENSION LIABILITY -506,143. TOTAL TO SCHEDULE D, PART XI, LINE 8: -3,047,914. 1 MASONIC HOMES ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 230360210 501(C)(3) 882094 CONTRIBUTIONS FOR HOME ASSISTANCE AND CHARITY CARE. MASONIC CHILDREN'S HOME ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 230360210 501(C)(3) 41383 SCHOLARSHIPS FOR CHILDREN'S HOME MASONIC CHARITIES FUND ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 232720910 501(C)(3) 2826 CONTRIBUTION MASONIC VILLAGE AT LAFAYETTE HILL 801 RIDGE PIKE ROAD LAFAYETTE HILL PA 19444 230360210 501(C)(3) 3847 CONTRIBUTION MASONIC HOME PATTON SCHOOL ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 230360210 501(C)(3) 221693 CONTRIBUTION PA MASONIC YOUTH FOUNDATION ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 232188997 501(C)(3) 50000 CONTRIBUTION THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA ONE NORTH BROAD STREET PHILADEPH PA 19107 232608317 501(C)(3) 220500 CONTRIBUTION TO DEFRAY OPERATING COSTS AND PURCHASE ART WORK. CONTRIBUTION 29 70600 FORM 990, PART VI, SECTION A, LINE 6 AS STATED IN THE GRAND LODGE CONSTITUTION, THE MEMBERS OF THE GRAND LODGE ARE THE GRAND OFFICERS, PAST GRAND MASTERS, PAST DEPUTY GRAND MASTERS, PAST GRAND WARDENS BY TWO YEARS OF SERVICE, PAST GRAND TREASURERS AND PAST GRAND SECRETARIES BY SIX YEARS OF SERVICE, PAST MASTERS BY ONE YEAR OF SERVICE, AND THE MASTERS AND WARDENS OF THE LODGES, LAWFULLY WARRANTED AND DULY CONSTITUTED BY IT, AND UNDER ITS JURISDICTION. EVERY MEMBER OF THE GRAND LODGE MUST BE A MEMBER OF A SUBORDINATE LODGE, EXCEPT PAST MASTERS, AND PAST DEPUTY GRAND MASTERS (WHO ARE MEMBERS OF THE GRAND LODGE FOR LIFE). FORM 990, PART VI, SECTION A, LINE 7A AS STATED IN THE GRAND LODGE CONSTITUTION, THE GRAND OFFICERS AND THE MEMBERS OF THE COMMITTEE ON MASONIC HOMES SHALL BE ELECTED TO SERVE FOR TWO-YEAR TERMS. THE INITIAL ELECTION TO AN OFFICE SHALL BE BY BALLOT OF THE MEMBERSHIP AT THE QUARTERLY COMMUNICATION NEXT PRECEDING DECEMBER 27TH. FORM 990, PART VI, SECTION A, LINE 7B AS STATED IN THE GRAND LODGE CONSTITUTION, THE GRAND OFFICERS AND THE MEMBERS OF THE COMMITTEE ON MASONIC HOMES SHALL BE ELECTED TO SERVE FOR TWO-YEAR TERMS. THE INITIAL ELECTION TO AN OFFICE SHALL BE BY BALLOT OF THE MEMBERSHIP AT THE QUARTERLY COMMUNICATION NEXT PRECEDING DECEMBER 27TH. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 IS REVIEWED BY THE RIGHT WORSHIPFUL GRAND TREASURER, THE FINANCE OFFICE STAFF AND THE OFFICER SIGNING THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST TO THE ORGANIZATION, THE APPLICABLE FORM REQUESTED IS MADE AVAILABLE TO THE INDIVIDUAL TO REVIEW. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED DEPRECIATION ON INVESTMENTS -2,541,771. INCREASE IN PENSION LIABILITY -506,143. TOTAL TO FORM 990, PART XI, LINE 5: -3,047,914. MASONIC CHARITIES FUND ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 232720910 SOLICIT CONTRIBUTIONS AND DISTRIBUTE DONATIONS TO CHARITABLE ORGANIZATIONS PA 501(C)(3) PUBLIC CHARITY GRAND LODGE 1 MASONIC HOMES ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 230360210 OPERATE CONTINUING CARE RETIREMENT COMMUNITIES AND A CHILDREN'S HOME PA 501(C)(3) PUBLIC CHARITY GRAND LODGE 1 PENNSYLVANIA MASONIC YOUTH FOUNDATION 1244 BAINBRIDGE ROAD ELIZABETHTOWN PA 17022 232188997 PROVIDE GUIDANCE TO MASONICALLY RELATED YOUTH GROUPS PA 501(C)(3) PUBLIC CHARITY GRAND LODGE 1 MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA ONE NORTH BROAD STREET PHILADELPHIA PA 191072598 232608317 MAINTAIN & OPERATE THE LIBRARY AND MUSEUM IN THE MASONIC TEMPLE PA 501(C)(3) PUBLIC CHARITY GRAND LODGE 1 THE ILC CORPORATION ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 231616834 PROVIDE MANAGERIAL & OPERATIONAL SERVICES FOR THE RETIREMENT COMMUNITIES PA 501(C)(3) SUPPORTING ORG. MASONIC HOMES 0 PENNSYLVANIA ACACIA INSURANCE COMPANY LTD 126 COLLEGE STREET SUITE 420 BURLINGTON VT 05421 421566974 PROVIDE COVERAGE FOR LONGTERM CARE PROFESSIONAL & GEN LIABILITY EXPOSURE VT 501(C)(3) SUPPORTING ORG. MASONIC HOMES 0 MASONIC HOME OF PENNSYLVANIA INC 801 RIDGE PIKE LAFAYETTE HILL PA 19444 230846955 LEASE PROPERTY TO THE MASONIC VILLAGE PA 501(C)(3) PUBLIC CHARITY MASONIC HOMES 0 ACACIA SERVICES LLC ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 260802515 OPERATE RESTAURANT AND CATERING SERVICES PA MASONIC HOMES UNRELATED 0 0 GRAND LODGE CONSOLIDATED FUND ONE NORTH BROAD STREET PHILADELPHIA PA 191072598 256911798 MANAGING INVESTMENT ASSETS PA GRAND LODGE T 2801288 0.06490 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 MASONIC HOMES L 13098 FMV PENNSYLVANIA MASONIC YOUTH FOUNDATION L 1534 FMV MASONIC HOMES B 1149013 FMV MASONIC CHARITIES FUND B 2826 FMV PENNSYLVANIA MASONIC YOUTH FOUNDATION P 9430 FMV MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA B 220500 FMV PENNSYLVANIA MASONIC YOUTH FOUNDATION B 50000 FMV