2025-09-24T09:35:54-05:00 2025-06-30 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2024-07-01 116039298 GRAND LODGE OF THE DAUGHTERS OF SCOTIA IN US AND CANADA INCORPORATED GRAN 9169977114 4301 BAYWOOD WAY SACRAMENTO CA 95864 MICHELLE RICHEY GRAND RECORDING SECRETARY 9169977114 2025-09-16 1 0 WENDI HAYNES P00176030 7812373339 2025-09-16 2024 2025-03-06 01:10:19Z MICHELLE RICHEY 4301 BAYWOOD WAY SACRAMENTO CA 95864 1427223 0 0464 X DAUGHTERSOFSCOTIA.ORG X 1895 CT THE GRAND LODGE, DAUGHTERS OF SCOTIA IS THE PARENT LODGE OF THE ORDER KNOWN AS THE DAUGHTERS OF SCOTIA. THE ORDER IS A FRATERNAL ORGANIZATION UNITING ALL ACCEPTABLE RELATIVES OF THE CLANSMEN OF THE ORDER OF SCOTTISH CLANS AND WOMEN OF SCOTTISH DESCENT. 11 11 0 20 0 0 4613 5875 1951 1743 519773 253351 1513 1994 527850 262963 7000 12000 12450 16125 0 0 0 0 0 365077 382568 384527 410693 143323 -147730 5620598 5776019 0 4 5620598 5776015 TO BRING TOGETHER WOMEN OF SCOTTISH DESCENT AND ALL ACCEPTABLE RELATIVES OF CLANSMEN OF THE ORDER OF SCOTTISH CLANS FOR FRATERNAL PURPOSES. 0 0 LODGE ACTIVITIES CONSIST OF DAY TO DAY ACTIVITIES PROVIDED TO LODGE MEMBERS. AT JUNE 30, 2024, THERE WERE 28 LODGES AND 852 MEMBERS. FUNERAL BENEFITS ARE PROVIDED TO THE HEIRS OF THE LODGE'S DONATION MEMBERS WHO WERE DECEASED DURING THE YEAR. CONTRIBUTIONS ARE MADE TO VARIOUS CHARITABLE ORGANIZATIONS AND, IN ADDITION, HARDSHIP GRANTS ARE GIVEN TO MEMBERS IN NEED. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 1 1 1 0 0 0 1 0 0 0 CA X MICHELLE RICHEY 9169977114 4301 BAYWOOD WAY SACRAMENTO CA 95864 X CAROLYN CAMPBELL GRAND CHIEF DAUGHTER 20.00 X 0 0 0 JANET GRANT GRAND PAST CHIEF DAUGHTER 1.00 X 0 0 0 CYNTHIA RIDINGS GRAND TRUSTEE 1.00 X 0 0 0 ALYSON SNYDER GRAND TRUSTEE 1.00 X 0 0 0 LORI WEIR GRAND SUB CHIEF DAUGHTER 1.00 X 0 0 0 CATHY MCNARY GRAND CHAPLAIN 2.00 X 0 0 0 PAMELA GREEN GRAND TREASURER 6.00 X 0 0 0 MICHELLE RICHEY GRAND RECORDING SECRETARY 20.00 X 0 0 0 CHRISTINE CAMPBELL GRAND CONDUCTOR 1.00 X 0 0 0 DONA RAE SHERIDAN GRAND TRUSTEE 1.00 X 0 0 0 SANDRA BOYD-PIERCE GRAND FINANCIAL SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4900 975 5875 DONATION MEMBERSHIP DUES 524298 1743 1743 1743 140580 140580 1277031 1164260 112771 112771 112771 SALE OF DAUGHTERS OF SCOTIA SUPPL 900099 1994 1994 1994 262963 3737 0 253351 12000 16125 19500 56417 139167 79531 LODGE SUPPORT 43800 GENERAL EXPENSES 20673 NEW LODGE INSTITUTION 18441 NEWSLETTER 5039 410693 49175 89515 30000 35000 5535204 5645036 6219 6468 5620598 5776019 4 0 4 X 5620598 5776015 5620598 5776015 5620598 5776019 -147730 303147 0 X 0 1 X 1 0 0 X 509693 303147 303147 206546 56417 56417 262963 354276 0 354276 56417 56417 410693 PART X, LINE 2: THE LODGE RECOGNIZES THE TAX BENEFIT FROM ANY UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. MANAGEMENT HAS ANALYZED THE LODGE'S TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN YEARS (YEARS ENDED JUNE 30, 2022-2024) OR EXPECTED TO BE TAKEN IN THE LODGE'S TAX RETURNS FOR THE YEAR ENDED JUNE 30, 2025. 1 PART I, LINE 2: THE LODGE MAKES CHARITABLE CONTRIBUTIONS TO NOT FOR PROFIT ORGANIZATIONS LOCATED IN THE USA. NO INDIVIDUAL CONTRIBUTIONS WERE GREATER THAN $5,000. FORM 990, PART VI, SECTION A, LINE 6 AS STATED IN THE GRAND LODGE CONSTITUTION, THE MEMBERS OF THE GRAND LODGE SHALL BE COMPOSED OF THE OFFICERS, PAST CHIEF DAUGHTERS AND MEMBERS. A PAST CHIEF DAUGHTER OF A SUBORDINATE LODGE IS ELIGIBLE FOR MEMBERSHIP IN THE GRAND LODGE. TO BECOME A MEMBER, SHE MUST BE INITIATED AT AN ANNUAL SESSION AFTER PRESENTATION OF CREDENTIALS. THE OFFICERS OF THE GRAND LODGE SHALL BE GRAND CHIEF DAUGHTER, GRAND SUB CHIEF DAUGHTER, GRAND PAST CHIEF DAUGHTER, GRAND CHAPLAIN, GRAND RECORDING SECRETARY, GRAND FINANCIAL SECRETARY, GRAND TREASURER, GRAND CONDUCTOR, THREE GRAND TRUSTEES, GRAND ASSISTANT RECORDING SECRETARY, GRAND ASSISTANT CONDUCTOR, GRAND OUTSIDE GUARD, GRAND PIANIST AND GRAND SOLOIST. FORM 990, PART VI, SECTION A, LINE 7A AS STATED IN THE GRAND LODGE CONSTITUTION ELECTION OF OFFICERS SHALL BE HELD ON THE LAST DAY OF THE ANNUAL CONVENTION AND SHALL BE THE FIRST ORDER OF BUSINESS AT THE MORNING SESSION. THE GRAND CHIEF DAUGHTER SHALL ACT AS JUDGE AND SHALL APPOINT THREE MEMBERS OR MORE TO ACT AS TELLERS. NOMINATIONS SHALL BE MADE FROM THE FLOOR. THE METHOD OF VOTING FOR ELECTION SHALL BE BY WRITTEN BALLOT, AND THE MAJORITY OF ALL BALLOTS CAST PLUS ONE SHALL BE NECESSARY TO CONSTITUTE A CHOICE. ALL GRAND LODGE OFFICERS, PAST GRAND CHIEF DAUGHTERS, DELEGATES AND PAST CHIEF DAUGHTERS SHALL BE ENTITLED TO VOTE FOR ELECTION OF THE GRAND LODGE OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE GRAND RECORDING SECRETARY BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE GRAND LODGE MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC CAROLYN CAMPBELL - 87 BARTHOLDI AVE, BUTLER, NJ 07405. JANET GRANT - 1510 WEST SEA HAZE DRIVE, GILBERT, AZ 85233. CYNTHIA RIDINGS - 2566 GALLOWAY ROAD, BLUE RIDGE, GA 30513. ALYSON SNYDER - 82 NORTH MAIN ST, BEACON FALLS, CT 06403. LORI WEIR - 14610 OAK ORCHARD ROAD, NEW WINDSOR, MD 21776. CATHY MCNARY - 2080 BONNEAU LANE, THE VILLAGES, FL 32162. PAMELA GREEN - 1504 GREYSTONE DR, GURNEE, IL 60031. MICHELLE RICHEY - 4301 BAYWOOD WAY, SACRAMENTO, CA 95864. CHRISTINE CAMPBELL - 1743 E. PALO VERDE ST., GILBERT, AZ 85296. DONA RAE SHERIDAN - 321 BROOKLYN AVE, MASSAPEQUA PARK, NY 11762. SANDRA BOYD-PIERCE - P.O BOX 87, PLACERVILLE, CA 95667. 0 1 1 1