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Nonprofit · EIN 41-1495321

MINNESOTA MASONIC CHARITIES FUNDS

Tax-exempt · BLOOMINGTON, MN 55437

Financials

$10.6M$908K2023$8.7M$930K2024
Revenue Expenses · by fiscal year end
Financials of MINNESOTA MASONIC CHARITIES FUNDS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,675,025$929,855$7,745,170$144,716,799$10,147,191$134,569,608
December 31, 2023990$10,601,402$908,466$9,692,936$146,977,341$9,607,183$137,370,158
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$8,709,228
Net gain from sales of assets
$5,220,248
Other revenue
-$34,203

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$23,758
Program services (functional)
$556,095
Management and general (functional)
$373,760

Balance sheet and other

Total assets, start of year
$146,977,341
Total assets, end of year
$144,716,799
Total liabilities, end of year
$10,147,191
Net assets, end of year
$134,569,608
Publicly traded securities
$138,234,311
Net assets without donor restrictions
$131,336,270
Net assets with donor restrictions
$3,233,338
Gross receipts
$34,378,675
Employees
0
Volunteers
14
Year formed
1983
State of legal domicile
MN

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN SCHWIETZCEO - CHARITIES
Key employee
4$0$370,458$32,555
SUE MORK THRU SEPTEMBER 2024CFO - CHARITIES
Officer
4$0$247,481$17,661
ERIC J NEETENBEEKPRESIDENT - CHARITIES
Officer
4$0$191,989$25,623
MIKE SENDENCFO
Officer
4$0$41,645$618
MARK CAMPBELLCHAIR
Trustee or director
1$0$0$0
DAVID S WETHINGVICE CHAIR
Trustee or director
1$0$0$0
STEVEN R JOHNSONTREASURER
Trustee or director
1$0$0$0
PAUL HIMMLERSECRETARY
Trustee or director
1$0$0$0
DOUGLAS J CAMPBELLDIRECTOR
Trustee or director
1$0$0$0
JOHN L COOKDIRECTOR
Trustee or director, Officer
1$0$0$0
PAUL HODNEFIELDDIRECTOR
Trustee or director
1$0$0$0
KATHLEEN TAYLORMEMBER (NON-VOTING)
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ERIC J NEETENBEEKPRESIDENT/CEO-FUNDS
Officer
4$0$430,564$34,208
JOHN SCHWEITZCEO-CHARITIES
Key employee
4$0$356,108$25,215
SUE MORKCFO-CHARITIES
Officer
4$0$224,702$32,162
MARK A CAMPBELLCHAIR
Trustee or director, Officer
1$0$0$0
DAVID S WETHINGVICE CHAIR
Trustee or director, Officer
1$0$0$0
STEVEN R JOHNSONTREASURER
Trustee or director, Officer
1$0$0$0
PAUL C HIMMLERSECRETARY
Trustee or director, Officer
1$0$0$0
DOUGLAS J CAMPBELLDIRECTOR
Trustee or director
1$0$0$0
JOHN L COOKDIRECTOR
Trustee or director
1$0$0$0
PAUL HODNEFIELDDIRECTOR
Trustee or director
1$0$0$0
ROBERT L FENDLERDIRECTOR (THRU APRIL 2023)
Trustee or director
1$0$0$0
GREGORY J LANEDIRECTOR (THRU APRIL 2023)
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
11501 MASONIC HOME DRIVE, BLOOMINGTON, MN 55437-3661
Principal officer (990 for 2024)
JOHN SCHWIETZ, 11501 MASONIC HOME DRIVE, BLOOMINGTON, MN 55437
Signed the 990
SUE MORK, CFO
Phone
(952) 948-7000
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

MINNESOTA MASONIC CHARITIES AND AFFILIATES' PRIMARY PURPOSES ARE TO HELP, AID AND ASSIST THE MASONIC FAMILY AND OTHERS, GUIDED BY THE MASONIC PRINCIPLES OF BROTHERLY LOVE, RELIEF AND TRUTH, BY (A) PROVIDING FINANCIAL OR OTHER ASSISTANCE TO NON-PROFIT TAX EXEMPT ENTITIES THAT PROVIDE FACILITIES FOR NURSING CARE AND ELDERLY HOUSING; FACILITIES AND PROGRAMS FOR COMMUNITY, HEALTH, SOCIAL SERVICES AND EDUCATION OF THE ELDERLY; (B) PROMOTING RESEARCH AND ACTIVITIES RELATED TO THE TREATMENT AND CURE OF CANCER, CHILDHOOD LANGUAGE DISORDERS, PHYSICAL, EMOTIONAL AND MENTAL MALADIES OF THE YOUTH; (C) ASSISTING STUDENTS IN OBTAINING HIGHER EDUCATION; (D) THE COLLECTION, PRESERVATION AND DISSEMINATION OF HISTORICAL KNOWLEDGE ABOUT MASONRY IN MINNESOTA; AND (E) TO ENGAGE IN, ADVANCE, SUPPORT, PROMOTE, AND ADMINISTER CHARITABLE CAUSES AND PROJECTS THAT AID, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF CORPORATIONS, TRUSTS, ASSOCIATIONS, AND FOUNDATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES.

990 for the year ended December 31, 2024

Program accomplishments

  • MANAGE AND ADMINISTER INVESTMENTS FOR ITS AFFILIATES, WHICH ARE EXEMPT UNDER 501(C)(3), TO ACCOMPLISH THEIR EXEMPT PURPOSES.
    Expenses $556,095

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-1495321
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P110)
Assets (IRS master file)
$144,716,799
Income (IRS master file)
$34,378,675

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,675,025$929,855$144,716,799XML
990December 2023$10,601,402$908,466$146,977,341XML
990December 2022$15,393,788$1,020,825$142,490,325IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 41-1495321).

Questions about MINNESOTA MASONIC CHARITIES FUNDS

What is the EIN of MINNESOTA MASONIC CHARITIES FUNDS?
The employer identification number (EIN) of MINNESOTA MASONIC CHARITIES FUNDS is 41-1495321.
Is MINNESOTA MASONIC CHARITIES FUNDS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to MINNESOTA MASONIC CHARITIES FUNDS tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does MINNESOTA MASONIC CHARITIES FUNDS 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 MINNESOTA MASONIC CHARITIES FUNDS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MINNESOTA MASONIC CHARITIES FUNDS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MINNESOTA MASONIC CHARITIES FUNDS?
The 990 for the year ended December 31, 2024 names JOHN SCHWIETZ.
Who are the officers and directors of MINNESOTA MASONIC CHARITIES FUNDS?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does MINNESOTA MASONIC CHARITIES FUNDS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,675,025, expenses of $929,855 and total assets of $144,716,799 at year end.

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