2025-06-13T10:34:41-05:00 2024-07-31 042680237 MORGAN & MORGAN PC 175 DERBY STREET - SUITE 40 HINGHAM MA 02043 990 2023-08-01 046116088 SUPREME COUNCIL BENEVOLENT FOUNDATION AASR SUPR 7814653300 33 MARRETT ROAD LEXINGTON MA 02420 WALTER F WHEELER PRESIDENT 7814653300 2025-06-13 1 0 TIMOTHY MACLELLAN CPAPFS P00083175 7817490050 2025-06-13 2023 2025-03-06 01:10:19Z WALTER F WHEELER 33 MARRETT ROAD LEXINGTON MA 02420 56356949 0 X WWW.SCOTTISHRITENMJ.ORG X 1954 MA FUNDING OF CHARITABLE OUTREACH PROGRAMS 55 0 6 0 0 0 1748207 1675584 0 0 1905824 116639 0 0 3654031 1792223 1267374 1386665 0 0 609737 514492 0 0 652267 5178740 5237895 7055851 7139052 -3401820 -5346829 105571191 110465625 1526336 1594197 104044855 108871428 X TO SUPPORT RESEARCH AND THE DEVELOPMENT OF APPROACHES TO PREVENT, DIAGNOSE AND TREAT SCHIZOPHRENIA AND DYSLEXIA. THE FOUNDATION SUPPORTS THE FRATERNITY IN ALL ITS CHARITABLE AND EDUCATIONAL ENDEAVORS, INCLUDING NORTHERN LIGHT, MUSEUM & LIBRARY AND BENEVOLENT FOUNDATION GRAND ALMONER FUND. 0 0 5624251 1386665 CONTRIBUTIONS TO VARIOUS CHARITIES AND CHARITABLE OUTREACH SERVICES 5624251 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 55 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MATTHEW S GERRISH 7814653300 33 MARRETT ROAD LEXINGTON MA 02421 BARNES DAVID TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 BATEMAN ROBERT TRUSTEE/CDC BOARD MEMBER/D 1.00 6.00 X 0 0 0 BREWER ELDRIDGE TRUSTEE 1.00 5.00 X 0 0 0 BRYDEN JEFFREY TRUSTEE/DEPUTY WI/ADMIN CO 1.00 6.00 X 0 0 0 CLARK GREGORY TRUSTEE/TREASURER CDC/DEPU 1.00 6.00 X 0 0 0 CLAY KENNETH TRUSTEE/DEPUTY NH/CDC BOAR 1.00 6.00 X 0 0 0 CRACCO ANTHONY TRUSTEE 1.00 5.00 X 0 0 0 DEWOLF MICHAEL A TRUSTEE 1.00 5.00 X 0 0 0 DUQUETTE DONALD D TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 EASTERLING JR JAMES F TRUSTEE 1.00 5.00 X 0 0 0 ELLIOT JR PHILLIP R TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 ELLIOT RICHARD W TRUSTEE/ADMIN COUNCIL/MUSE 1.00 6.00 X 0 134900 37135 GARDENER STEPHEN TRUSTEE 1.00 5.00 X 0 0 0 GRAFF GARY N TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 HAMILTON GEORGE TRUSTEE 1.00 5.00 X 0 0 0 HAYRYNEN JACOB E TRUSTEE 1.00 5.00 X 0 0 0 HEATH ALAN R TRUSTEE/CDC BOARD MEMBER/G 1.00 39.00 X 0 71613 27812 HECHT KEVIN TRUSTEE/DEPUTY CT/DIRECTOR 30.00 10.00 X 0 161809 46193 HELDMAN DONALD TRUSTEE/DEPUTY OH/SECRETAR 1.00 6.00 X 0 0 0 HUMPHREY L ARBY TRUSTEE/ VP OF CDC 1.00 6.00 X 0 0 0 INGLIS SCOTT D TRUSTEE/ DEPUTY MA 1.00 5.00 X 0 0 0 JORDAN GREGORY TRUSTEE 1.00 5.00 X 0 0 0 KARSTENS WILLIAM TRUSTEE/DEPUTY VT/MUSEUM B 1.00 6.00 X 0 0 0 KAYLOR DOUGLAS N TRUSTEE 1.00 5.00 X 0 0 0 KENNEDY CRAIG A TRUSTEE 1.00 5.00 X 0 0 0 LABAGH THOMAS R TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 MARSHBANKS TIMOTHEY TRUSTEE/DEPUTY MI 1.00 5.00 X 0 0 0 MCCARTHY STEPHEN J TRUSTEE 1.00 5.00 X 0 0 0 MCINTOSH MICHAEL TRUSTEE 1.00 5.00 X 0 0 0 MCNAUGHTON JOHN BRIAN TRUSTEE 14.00 26.00 X 0 120375 50951 MCNAUGHTON JOHN WM TRUSTEE/FORMER PRESIDENT/A 1.00 5.00 X 0 0 0 MORAN DONALD M TRUSTEE 1.00 5.00 X 0 0 0 MORRIS G MICHAEL TRUSTEE/DEPUTY NY/CDC BOAR 1.00 6.00 X 0 0 0 PARKINSON KEITH E TRUSTEE 1.00 5.00 X 0 0 0 PATTERSON JOHN R TRUSTEE 1.00 5.00 X 0 0 0 PITTMAN ERIC TRUSTEE 1.00 5.00 X 0 0 0 PLASKEY LARRY S TRUSTEE 1.00 5.00 X 0 0 0 POLICASTRO DOUGLAS R TRUSTEE/DEPUTY NJ/GRAND SE 1.00 6.00 X X 0 0 0 POWELL RICHARD J TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 POYTON KENNETH F TRUSTEE 1.00 5.00 X 0 0 0 ROSS A JAMES TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 ROUP PAUL J TRUSTEE/DIRECTOR OF NORTHE 1.00 39.00 X 0 132022 19500 SAMIEC PETER J PRESIDENT/SOVEREIGN GRAND 22.00 18.00 X X 0 336740 7895 SIMONTON JEFFRY TRUSTEE/DEPUTY ME 1.00 5.00 X 0 0 0 SMITH STEVEN TRUSTEE/DEPUTY RI/SECRETAR 1.00 6.00 X 0 0 0 ST PIERRE PAUL C TRUSTEE/DEPUTY IN 1.00 5.00 X 0 0 0 STEFANAKOS STEVEN TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 STEIN HENRY TRUSTEE 1.00 5.00 X 0 0 0 SWALM RICKY L TRUSTEE/MUSEUM TREASURER/DEPUTY DE 1.00 6.00 X 0 0 0 WHEELER WALTER F TRUSTEE/GRAND TREASURER GE 34.00 6.00 X X 182143 0 37925 WILSON DANIEL TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 WORK BRUCE T TRUSTEE 1.00 5.00 X 0 0 1095 HAISCH HENRY A TRUSTEE 1.00 5.00 X 0 0 0 STEELE BRIDGET MANAGER OF RESEARCH AND GR 40.00 X 108075 0 49142 GLATTLY DAVID A TRUSTEE/FORMER PRESIDENT 1.00 5.00 X 0 103314 27119 290218 1060773 304767 2 1 1 0 JETMAIL SERVICES 577 MAIN STREET 300 HUDSON MA 01749 MAILING SERVICES 113056 1 1675584 1675584 2575370 2575370 52105995 54564726 -2458731 -2458731 -2458731 1792223 0 0 116639 855000 855000 531665 531665 187828 37566 18783 131479 246925 49385 24692 172848 31194 6932 24262 26777 4663 5796 16318 21768 4353 2177 15238 50519 50519 98247 98247 164787 160671 4116 2571 2571 14412 14412 517046 437702 79344 SHARED SERVICES 3750000 3000000 750000 COMM. MARKETING & PROMO 518464 318456 200008 POSTAGE & MAILING 88575 79030 9545 AMORTIZATION 32254 22578 6451 3225 1020 1020 7139052 5624251 862534 652267 1931836 1977828 263900 220796 5958869 3032929 3442986 2925940 99803453 105244299 129016 96762 105571191 110465625 18685 78121 1507651 1516076 1526336 1594197 X 97494058 102055539 6550797 6815889 104044855 108871428 105571191 110465625 -5346829 10173402 0 X X 0 1 X 1 0 X 1798873 1771721 1886903 1748207 1675583 8881287 1798873 1771721 1886903 1748207 1675583 8881287 8881287 3902528 115870 3956489 4796153 2575370 15346410 24227697 0.36660 0.31030 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:THE SUPREME COUNCIL BENEVOLENT FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. THE CALCULATED PUBLIC SUPPORT PERCENTAGE FOR THE CURRENT AND PRIOR YEAR ARE GREATER THAN 10%. ALSO, THE ENDOWMENT INCOME IS GENERATE FROM AN ENDOWMENT ORIGINALLY FUNDED BY PUBLIC SUPPORT. THE ORGANIZATION IS STRUCTURED AND OPERATED IN SUCH A MANNER AS TO ATTRACT ONGOING PUBLIC SUPPORT ON A CONTINUAL BASIS. CONTRIBUTIONS ARE RECEIVED FROM A LARGE NUMBER OF DONORS ANNUALLY. THE GOVERNING BOARD REPRESENTS THE INTERESTS OF THE ENTIRE MEMBERSHIP. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99803453 1649862 10290043 1386665 5112394 105244299 100504892 1748207 4746934 1267374 5929206 99803453 119132622 1851848 -13637637 1649909 5192032 100504892 102585961 1923066 24346741 2175421 7547725 119132622 109532924 71977 500842 2196428 5323354 102585961 0.93000 0.07000 0 0 224652 224652 0 5734217 2808277 2925940 2925940 LIABILITY FOR SPLIT INTEREST 437247 GIFT ANNUITY OBLIGATION TO CDC 978995 LEASE OBLIGATION 99834 1516076 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR OPERATIONS INCOME TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. PART X, LINE 2: THE TRUSTEES OF THE SUPREME COUNCIL ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. SUPREME COUNCIL BENEVOLENT FOUNDATION AND SUPREME COUNCIL EDUCATION AND CHARITY FUND ARE EXEMPT FROM INCOME TAXES AS NON-PROFIT ORGANIZATIONS OPERATING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1). THE TRUSTEES ARE REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAVE 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 TRUSTEE`S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED JULY 31, 2023, 2022, AND 2021. 0 CHILDREN'S DYSLEXIA CENTERS INC 33 MARRETT ROAD LEXINGTON MA 02420 043169620 501(C)(3) 425000 0 CHILDRENS DYSLEXIA CENTERS OPERATIONS SUPPORT SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC 33 MARRETT ROAD LEXINGTON MA 02420 042493347 501(C)(3) 335000 0 MUSEUM AND LIBRARY OPERATIONS SUPPORT SUPREME COUNCIL EDUCATION AND CHARITY FUND 33 MARRETT ROAD LEXINGTON MA 02420 046116087 501(C)(3) 50000 0 EDUCATION AND CHARITIES FUND SCHOLARSHIP SUPPORT INDIANA SCHOOL OF MEDICINE CO INDIANA UNIVERSITY FOUNDATION 1110 W MICHIGAN ST LO 506 INDIANAPOLIS IN 46202 356018940 501(C)(3) 15000 0 SCHIZOPHRENIA RESEARCH BRAIN & BEHAVIOR RESEARCH FOUNDATION 747 THIRD AVENUE 33RD FLOOR NEW YORK NY 10017 311020010 501(C)(3) 15000 0 SCHIZOPHRENIA RESEARCH YALE UNIVERSITY SCHOOL OF MEDICINE 333 CEDAR STREET NEW HAVEN CT 06510 060646973 501(C)(3) 15000 0 SCHIZOPHRENIA RESEARCH HARDSHIP ASSISTANCE RECIPIENTS - VARIOUS INDIVIDUALS 74 531665 0 1 0 0 0 0 0 0 0 SAMIEC PETER J PRESIDENT/SOVEREIGN GRAND 0 258000 0 0 0 78740 0 0 0 7895 0 344635 0 0 WHEELER WALTER F TRUSTEE/GRAND TREASURER GE 182143 0 0 0 0 0 0 0 37925 0 220068 0 0 0 HECHT KEVIN TRUSTEE/DEPUTY CT/DIRECTOR 0 161809 0 0 0 0 0 0 0 46193 0 208002 0 0 ELLIOT RICHARD W TRUSTEE/ADMIN COUNCIL/MUSE 0 134900 0 0 0 0 0 0 0 37135 0 172035 0 0 MCNAUGHTON JOHN BRIAN TRUSTEE 0 120375 0 0 0 0 0 0 0 50951 0 171326 0 0 STEELE BRIDGET MANAGER OF RESEARCH AND GR 108075 0 0 0 0 0 0 0 49142 0 157217 0 0 0 ROUP PAUL J TRUSTEE/DIRECTOR OF NORTHE 0 132022 0 0 0 0 0 0 0 19500 0 151522 0 0 GLATTLY DAVID A TRUSTEE/FORMER PRESIDENT 0 103314 0 0 0 0 0 0 0 27119 0 130433 0 0 PART I, LINE 4B PETER SAMIEC - DEFERRED COMPENSATION OF $29,000 DURING CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 2 JOHN WILLIAM AND JOHN BRIAN MCNAUGHTON BOTH TRUSTEES ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER CIRCULATES A DRAFT OF THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES SUBMIT SIGNED CONFLICT OF INTEREST DISCLOSURE FORMS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS THROUGH INDEPENDENT REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, 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, PART V, LINE 2, COLUMN B, CODE P'S THESE AMOUNTS INCLUDE REIMBURSED EXPENSES PAID BY THE SUPREME COUNCIL AS COMMON PAYMASTER AND COMMON PAYAGENT AS WELL AS PAYMENT OF SHARED SERVICES FOR OTHER COMMON PAYAGENT REIMBURSEMENTS TO THE SUPREME COUNCIL. SUPREME COUNCIL OF THE SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ 33 MARRETT RD LEXINGTON MA 02421 041032821 FRATERNAL ORGANIZATION MA 501(C)(10) 0 SUPREME COUNCIL EDUCATION AND CHARITY FUND 33 MARRETT RD LEXINGTON MA 02421 046116087 EDUCATIONAL SCHOLARSHIPS MA 501(C)(3) LINE 7 0 TRUSTEES OF THE SUPREME COUNCIL OF THE AASR 33 MARRETT RD LEXINGTON MA 02421 041032840 RECEIVE, MANAGE, AND CONVEY PROPERTY FOR THE SUPREME COUNCIL MA 501(C)(2) 0 SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC 33 MARRETT RD LEXINGTON MA 02421 042493347 MASONIC MUSEUM & LIBRARY MA 501(C)(3) LINE 7 0 CHILDREN'S DYSLEXIA CENTERS INC 33 MARRETT RD LEXINGTON MA 02421 043169620 LEARNING CENTERS FOR CHILDREN WITH LEARNING DISABILITIES MA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SUPREME COUNCIL OF THE SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ P 738254 REIMBURSEMENT PAID COMMON PAYAGT CHILDREN'S DYSLEXIA CENTERS INC B 472568 CONTRIBUTIONS MADE SUPREME COUNCIL EDUCATION AND CHARITY FUND B 50000 ALLOCATION OF BLUE ENVELOPE SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC B 335000 CONTRIBUTIONS MADE SUPREME COUNCIL OF THE SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ P 3750000 SHARED SVC PAID - COMMON PAYAGT SUPREME COUNCIL OF THE SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ B 168000 GRANT FOR MEMBERSHIP SERVICES