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Nonprofit · EIN 04-6116087

SUPREME COUNCIL EDUCATION AND CHARITY FUND

Tax-exempt · LEXINGTON, MA 02421

Financials

−$401K$522K2022$275K$564K2023$437K$543K2024
Revenue Expenses · by fiscal year end
Financials of SUPREME COUNCIL EDUCATION AND CHARITY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$437,237$543,265-$106,028$10,223,995$0$10,223,995
July 31, 2024990$274,597$564,167-$289,570$9,756,240$0$9,756,240
July 31, 2023990-$401,468$521,927-$923,395$9,224,263$0$9,224,263
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$99,244
Program service revenue
$0
Investment income
$337,993
Net gain from sales of assets
$7,968
Other revenue
$0

Expenses

Grants and similar amounts paid
$520,370
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$12,875
Program services (functional)
$520,370
Management and general (functional)
$22,895

Balance sheet and other

Total assets, start of year
$9,756,240
Total assets, end of year
$10,223,995
Total liabilities, end of year
$0
Net assets, end of year
$10,223,995
Publicly traded securities
$10,043,859
Net assets without donor restrictions
$8,903,100
Net assets with donor restrictions
$1,320,895
Gross receipts
$3,358,021
Employees
0
Year formed
1954
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
WHEELER WALTER FTRUSTEE/PRES
Trustee or director, Officer
1$0$315,727$47,119
HECHT KEVINTRUSTEE/DEPU
Trustee or director
1$0$145,882$43,964
ELLIOT RICHARD WTRUSTEE/ML E
Trustee or director
1$0$141,609$46,619
MCNAUGHTON JOHN BRIANTRUSTEE/ML B
Trustee or director
1$0$129,163$53,684
ROUP PAUL JTRUSTEE
Trustee or director
1$0$138,593$19,256
HEATH ALAN RTRUSTEE
Trustee or director
1$0$73,056$36,130
DEWOLF MICHAEL ATRUSTEE
Trustee or director
1$0$0$0
HAINES MARK ATRUSTEE/ML B
Trustee or director
1$0$0$0
HAISCH HENRY ATRUSTEE/CDC
Trustee or director
1$0$0$0
KENNEDY CRAIG ATRUSTEE
Trustee or director
1$0$0$0
HUMPHREY L ARBYTRUSTEE/ GMS
Trustee or director
1$0$0$0
ST PIERRE PAUL CTRUSTEE/DEPU
Trustee or director
1$0$0$0
INGLIS SCOTT DTR/CDC BOARD
Trustee or director
1$0$0$0
TONDA RICHARD DTRUSTEE
Trustee or director
1$0$0$0
BARNES DAVIDTRUSTEE/ML&C
Trustee or director
1$0$0$0
39 more people on this return
NameTitleHours / weekCompensation
HAYRYNEN JACOB ETRUSTEE
Trustee or director
1$0
PARKINSON KEITH ETRUSTEE/DPTY
Trustee or director
1$0
BREWER ELDRIDGETRUSTEE
Trustee or director
1$0
EASTERLING JAMES FTRUSTEE/ML B
Trustee or director
1$0
HAMILTON GEORGE FTRUSTEE/ML B
Trustee or director
1$0
POYTON KENNETH FTRUSTEE
Trustee or director
1$0
DUQUETTE DONALD GTRUSTEE
Trustee or director
1$0
JORDAN GREGORYTRUSTEE/ML S
Trustee or director
1$0
STEIN HENRYTRUSTEE
Trustee or director
1$0
KARSTENS WILLIAM IVTR/ML BOARD/
Trustee or director
1$0
MCCARTHY STEPHEN JTRUSTEE
Trustee or director
1$0
POWELL RICHARD JTRUSTEE/ML B
Trustee or director
1$0
SAMIEC PETER JTRUSTEE/PAST
Trustee or director
1$0
ROSS A JAMESTRUSTEE/ML B
Trustee or director
1$0
BRYDEN JEFFREYTRUSTEE/DEPU
Trustee or director
1$0
SIMONTON JEFFRYTRUSTEE/DEPU
Trustee or director
1$0
CLAY KENNETH A JRTRUSTEE/DEPU
Trustee or director
1$0
ELLIOT PHILIP R JRTRUSTEE
Trustee or director
1$0
PATTERSON JOHN R JRTRUSTEE
Trustee or director
1$0
CLARK GREGORY LTRUSTEE/DPTY
Trustee or director
1$0
SWALM RICKY LTRUSTEE/DEP
Trustee or director
1$0
MORAN DONALD MTRUSTEE
Trustee or director
1$0
MORRIS G MICHAELTRUSTEE/DEP
Trustee or director, Officer
1$0
GRAFF GARY NTRUSTEE/CDC
Trustee or director
1$0
KAYLOR DOUGLAS NTRUSTEE
Trustee or director
1$0
CRACCO ANTHONY RTRUSTEE
Trustee or director
1$0
LABAGH THOMAS RTRUSTEE/ML B
Trustee or director
1$0
POLICASTRO DOUGLAS RTR/DEP NJ/GS
Trustee or director, Officer
1$0
MARSHBANKS TIMOTHEY STRUSTEE/DPTY
Trustee or director
1$0
PITTMAN ERIC STRUSTEE
Trustee or director
1$0
PLASKET LARRY STRUSTEE/CDC
Trustee or director
1$0
VANGORDEN ROGER STRUSTEE
Trustee or director
1$0
GARDNER STEPHENTRUSTEE
Trustee or director
1$0
SMITH STEVENTR/GLC/CDC B
Trustee or director, Officer
1$0
STEFANAKOS STEVENTRUSTEE/ML &
Trustee or director
1$0
MCINTOSH MICHAEL TTRUSTEE
Trustee or director
1$0
WORK BRUCE TTRUSTEE
Trustee or director
1$0
MCNAUGHTON JOHN WMTRUSTEE/PAST
Trustee or director
1$0
HELDMAN DONALD RTR/DPTY OH/C
Trustee or director
1$0
990 for the year ended July 31, 2024: 54 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SAMIEC PETER JPRESIDENT/SOVEREIGN GRAND
Trustee or director, Officer
1$0$336,740$7,895
WHEELER WALTER FTRUSTEE/GRAND TREASURER GE
Trustee or director, Officer
1$0$182,143$37,925
HECHT KEVINTRUSTEE/DEPUTY CT/DIRECTOR
Trustee or director
1$0$161,809$46,193
ELLIOT RICHARD WTRUSTEE/ADMIN COUNCIL/MUSE
Trustee or director
1$0$134,900$37,135
MCNAUGHTON JOHN BRIANTRUSTEE
Trustee or director
1$0$120,375$50,951
ROUP PAUL JTRUSTEE/DIRECTOR OF NORTHE
Trustee or director
1$0$132,022$19,500
GLATTLY DAVID ATRUSTEE/FORMER PRESIDENT
Trustee or director
1$0$103,314$27,119
HEATH ALAN RTRUSTEE/CDC BOARD MEMBER/G
Trustee or director
1$0$71,613$27,812
WORK BRUCE TTRUSTEE
Trustee or director
1$0$1,095$0
BARNES DAVIDTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
BATEMAN ROBERTTRUSTEE/CDC BOARD MEMBER/D
Trustee or director
1$0$0$0
BREWER ELDRIDGETRUSTEE
Trustee or director
1$0$0$0
BRYDEN JEFFREYTRUSTEE/DEPUTY WI/ADMIN CO
Trustee or director
1$0$0$0
CLARK GREGORYTRUSTEE/TREASURER CDC/DEPU
Trustee or director
1$0$0$0
CLAY KENNETHTRUSTEE/DEPUTY NH/CDC BOAR
Trustee or director
1$0$0$0
CRACCO ANTHONYTRUSTEE
Trustee or director
1$0$0$0
DEWOLF MICHAEL ATRUSTEE
Trustee or director
1$0$0$0
DUQUETTE DONALD DTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
EASTERLING JR JAMES FTRUSTEE
Trustee or director
1$0$0$0
ELLIOT JR PHILLIP RTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
GARDENER STEPHENTRUSTEE
Trustee or director
1$0$0$0
GRAFF GARY NTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
HAMILTON GEORGETRUSTEE
Trustee or director
1$0$0$0
HAYRYNEN JACOB ETRUSTEE
Trustee or director
1$0$0$0
HELDMAN DONALDTRUSTEE/DEPUTY OH/SECRETAR
Trustee or director
1$0$0$0
HUMPHREY L ARBYTRUSTEE/ VP OF CDC
Trustee or director
1$0$0$0
INGLIS SCOTT DTRUSTEE/DEPUTY MA
Trustee or director
1$0$0$0
JORDAN GREGORYTRUSTEE
Trustee or director
1$0$0$0
KARSTENS WILLIAMTRUSTEE/DEPUTY VT/MUSEUM B
Trustee or director
1$0$0$0
KAYLOR DOUGLAS NTRUSTEE
Trustee or director
1$0$0$0
KENNEDY CRAIG ATRUSTEE
Trustee or director
1$0$0$0
LABAGH THOMAS RTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
MARSHBANKS TIMOTHEYTRUSTEE/DEPUTY MI
Trustee or director
1$0$0$0
MCCARTHY STEPHEN JTRUSTEE
Trustee or director
1$0$0$0
MCINTOSH MICHAELTRUSTEE
Trustee or director
1$0$0$0
MCNAUGHTON JOHN WMTRUSTEE/FORMER PRESIDENT/A
Trustee or director
1$0$0$0
MORAN DONALD MTRUSTEE
Trustee or director
1$0$0$0
MORRIS G MICHAELTRUSTEE/DEPUTY NY/CDC BOAR
Trustee or director
1$0$0$0
PARKINSON KEITH ETRUSTEE
Trustee or director
1$0$0$0
PATTERSON JOHN RTRUSTEE
Trustee or director
1$0$0$0
PITTMAN ERICTRUSTEE
Trustee or director
1$0$0$0
PLASKEY LARRY STRUSTEE
Trustee or director
1$0$0$0
POLICASTRO DOUGLAS RTRUSTEE/DEPUTY NJ/GRAND SE
Trustee or director, Officer
1$0$0$0
POWELL RICHARD JTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
POYTON KENNETH FTRUSTEE
Trustee or director
1$0$0$0
ROSS A JAMESTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
SIMONTON JEFFRYTRUSTEE/DEPUTY ME
Trustee or director
1$0$0$0
SMITH STEVENTRUSTEE/DEPUTY RI/SECRETAR
Trustee or director
1$0$0$0
ST PIERRE PAUL CTRUSTEE/DEPUTY IN
Trustee or director
1$0$0$0
STEFANAKOS STEVENTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
STEIN HENRYTRUSTEE
Trustee or director
1$0$0$0
SWALM RICKY LTRUSTEE/MUSEUM TREASURER/DEPUTY DE
Trustee or director
1$0$0$0
WILSON DANIELTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
HAISCH HENRY ATRUSTEE
Trustee or director
1$0$0$0
990 for the year ended July 31, 2023: 62 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
GLATTLY DAVID ATRUSTEE/FORMER PRESIDENT
Trustee or director
1$0$258,285$134,186
SAMIEC PETER JPRESIDENT/SOVEREIGN GRAND
Trustee or director, Officer
1$0$244,584$102,480
HECHT KEVINTRUSTEE/DEPUTY CT/DIRECTOR
Trustee or director
1$0$138,540$44,950
WHEELER WALTER FTRUSTEE/GRAND TREASURER GE
Trustee or director, Officer
1$0$148,022$34,178
ELLIOT RICHARD WTRUSTEE/ADMIN COUNCIL/MUSE
Trustee or director
1$0$139,296$32,619
MCNAUGHTON JOHN BRIANTRUSTEE
Trustee or director
1$0$111,375$47,045
ROUP PAUL JTRUSTEE/DIRECTOR OF NORTHE
Trustee or director
1$0$124,833$18,362
HEATH ALAN RTRUSTEE/CDC BOARD MEMBER/G
Trustee or director
1$0$86,811$28,684
WORK BRUCE TTRUSTEE
Trustee or director
1$0$36,501$16,491
MCNAUGHTON JOHN WMTRUSTEE/FORMER PRESIDENT/A
Trustee or director
1$0$27,053$3,125
WILSON DANIELTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$19,312$2,343
ATKINSON HERBERTTRUSTEE/DEPUTY DE/MUSEUM B
Trustee or director
1$0$0$0
BARNES DAVIDTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
BASSO WILLIAMTRUSTEE/VP OF MUSEUM
Trustee or director
1$0$0$0
BATEMAN ROBERTTRUSTEE/CDC BOARD MEMBER/D
Trustee or director
1$0$0$0
BREWER ELDRIDGETRUSTEE
Trustee or director
1$0$0$0
BRYDEN JEFFREYTRUSTEE/DEPUTY WI/ADMIN CO
Trustee or director
1$0$0$0
CLARK GREGORYTRUSTEE/TREASURER CDC/DEPU
Trustee or director
1$0$0$0
CLAY KENNETHTRUSTEE/DEPUTY NH/CDC BOAR
Trustee or director
1$0$0$0
CRACCO ANTHONYTRUSTEE
Trustee or director
1$0$0$0
DEWOLF MICHAEL ATRUSTEE
Trustee or director
1$0$0$0
DUQUETTE DONALD DTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
EASTERLING JR JAMES FTRUSTEE
Trustee or director
1$0$0$0
ELLIOT JR PHILLIP RTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
GARDENER STEPHENTRUSTEE
Trustee or director
1$0$0$0
GRAFF GARY NTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
HAMILTON GEORGETRUSTEE/DEPUTY MA
Trustee or director
1$0$0$0
HAYRYNEN JACOB ETRUSTEE
Trustee or director
1$0$0$0
HELDMAN DONALDTRUSTEE/DEPUTY OH/SECRETAR
Trustee or director
1$0$0$0
HUMPHREY L ARBYTRUSTEE/ VP OF CDC
Trustee or director
1$0$0$0
INGLIS SCOTT DTRUSTEE
Trustee or director
1$0$0$0
JORDAN GREGORYTRUSTEE
Trustee or director
1$0$0$0
KARSTENS WILLIAMTRUSTEE/DEPUTY VT/MUSEUM B
Trustee or director
1$0$0$0
KAYLOR DOUGLAS NTRUSTEE
Trustee or director
1$0$0$0
KENNEDY CRAIG ATRUSTEE
Trustee or director
1$0$0$0
LABAGH THOMAS RTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
MARSHBANKS TIMOTHEYTRUSTEE
Trustee or director
1$0$0$0
MCCARTHY STEPHEN JTRUSTEE
Trustee or director
1$0$0$0
MCINTOSH MICHAELTRUSTEE
Trustee or director
1$0$0$0
MILONE RANDALLTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
MORAN DONALD MTRUSTEE
Trustee or director
1$0$0$0
MORRIS G MICHAELTRUSTEE/DEPUTY NY/CDC BOAR
Trustee or director
1$0$0$0
OGG JR ROBERT FTRUSTEE
Trustee or director
1$0$0$0
PARKINSON KEITH ETRUSTEE
Trustee or director
1$0$0$0
PATTERSON JOHN RTRUSTEE
Trustee or director
1$0$0$0
PITTMAN ERICTRUSTEE
Trustee or director
1$0$0$0
PLASKEY LARRY STRUSTEE
Trustee or director
1$0$0$0
POLICASTRO DOUGLAS RTRUSTEE/DEPUTY NJ/GRAND SE
Trustee or director, Officer
1$0$0$0
POTHIER DENNIS WTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
POWELL RICHARD JTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
POYTON KENNETH FTRUSTEE
Trustee or director
1$0$0$0
ROSS A JAMESTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
ROTH MARK CTRUSTEE/GRANS LIETENANT CM
Trustee or director, Officer
1$0$0$0
SCHREMSER ROBERT CTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
SHARPE GERALD JTRUSTEE/CDC BOARD MEMBER
Trustee or director
1$0$0$0
SIMONTON JEFFRYTRUSTEE/DEPUTY ME
Trustee or director
1$0$0$0
SMITH STEVENTRUSTEE/DEPUTY RI/SECRETAR
Trustee or director
1$0$0$0
ST PIERRE PAUL CTRUSTEE/DEPUTY IN
Trustee or director
1$0$0$0
STEFANAKOS STEVENTRUSTEE/MUSEUM BOARD MEMBE
Trustee or director
1$0$0$0
STEIN HENRYTRUSTEE
Trustee or director
1$0$0$0
SWALM RICKY LTRUSTEE/MUSEUM TREASURER
Trustee or director
1$0$0$0
TUNGATE JAMES LTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
33 MARRETT RD, LEXINGTON, MA 02421-5703
Principal officer (990 for 2024)
WHEELER WALTER F, 33 MARRETT ROAD, LEXINGTON, MA 02420
Signed the 990
WHEELER WALTER F, TRUSTEE/PRESIDENT/SG
Phone
(781) 465-3300
Return prepared by
DAUPHIN & FANTACONE CPAS LLP

Mission

TO PROVIDE SCHOLARSHIP GRANTS TO THE CHILDREN AND GRANDCHILDREN OF MEMBERS OF THE SCOTTISH RITE. TO DONATE FUNDS TO THE CHILDRENS DYSLEXIA CENTERS, INC. WHICH PROVIDES FREE EVALUATION AND TREATMENT OF CHILDREN WITH DYSLEXIA.

990 for the year ended July 31, 2025

Program accomplishments

  • 412 EDUCATIONAL SCHOLARSHIPS TOTALING 449,199 - WERE AWARDED, TO DESERVING STUDENTS SEEKING HIGHER EDUCATION,BASED ON MERIT AND NEED, 60,000 IN EDUCATIONAL SCHOLARSHIPS WERE AWARDED TO DESERVING STUDENTS SEEKING HIGHER EDUCATION, BASED ON MERIT AND NEED BY THE PORTLAND AND BANGOR, ME CHILDRENS DYSLEXIA CENTERS LOCATIONS, EQUALLY. TUITION REIMBURSEMENT GRANTS WERE AWARDED TO 2 RECIPIENTS TOTALING 11,171 .
    Expenses $520,370 · grants $520,370

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
04-6116087
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1955
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$10,223,995
Income (IRS master file)
$3,358,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$437,237$543,265$10,223,995XML
990July 2024$274,597$564,167$9,756,240XML
990July 2023-$401,468$521,927$9,224,263XML
990July 2022$235,150$565,746$9,226,687IRS
990July 2021–––IRS
990July 2020–––IRS
990July 2019–––IRS
990July 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6116087).

Questions about SUPREME COUNCIL EDUCATION AND CHARITY FUND

What is the EIN of SUPREME COUNCIL EDUCATION AND CHARITY FUND?
The employer identification number (EIN) of SUPREME COUNCIL EDUCATION AND CHARITY FUND is 04-6116087.
Is SUPREME COUNCIL EDUCATION AND CHARITY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
Are donations to SUPREME COUNCIL EDUCATION AND CHARITY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUPREME COUNCIL EDUCATION AND CHARITY FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SUPREME COUNCIL EDUCATION AND CHARITY FUND due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUPREME COUNCIL EDUCATION AND CHARITY FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of SUPREME COUNCIL EDUCATION AND CHARITY FUND?
The 990 for the year ended July 31, 2025 names WHEELER WALTER F.
Who are the officers and directors of SUPREME COUNCIL EDUCATION AND CHARITY FUND?
The 990 for the year ended July 31, 2025 lists 54 people; 0 received compensation from the organization.
How much revenue does SUPREME COUNCIL EDUCATION AND CHARITY FUND have?
On its 990 for the year ended July 31, 2025 it reported revenue of $437,237, expenses of $543,265 and total assets of $10,223,995 at year end.

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