2024-02-27T15:40:37-06:00 2023-04-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2022-05-01 311109456 INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION INC INDI 3172623100 650 N MERIDIAN STREET INDIANAPOLIS IN 46204 THOMAS A FALLIS PRESIDENT 3172623111 2024-02-23 1 THOMAS FALLIS 999009999 0 SCOTT A SCHUSTER P00019243 3175802000 2024-02-23 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS A FALLIS 650 N MERIDIAN STREET INDIANAPOLIS IN 46204 3532656 0 X N/A X 1975 IN TO RAISE AND EXPEND FUNDS TO BE USED FOR MAJOR RENOVATION TO THE SCOTTISH RITE CATHEDRAL IN ORDER TO CONSERVE ITS PRESENT HISTORIC APPEARANCE. 6 5 0 5 0 0 62095 164477 0 0 393676 272104 0 0 455771 436581 603774 328112 0 0 0 0 0 0 216486 258493 411652 862267 739764 -406496 -303183 4167242 10920789 62000 211780 4105242 10709009 X TO RAISE AND EXPEND FUNDS TO BE USED FOR MAJOR RENOVATION TO THE SCOTTISH RITE CATHEDRAL IN ORDER TO CONSERVE ITS PRESENT HISTORIC APPEARANCE. 1 0 195215 195215 REPAIRS AND RENOVATIONS TO SCOTTISH RITE CATHEDRAL THEATER AND AUDITORIUM. 138897 132897 PROVIDING CHARITABLE CONTRIBUTIONS TO QUALIFYING COMMUNITY ORGANIZATIONS INCLUDING FUNDS FOR MANAGEMENT AND OPERATION OF A LEARNING CENTER FOR DYSLEXIC CHILDREN. IN ADDITION, PROVIDING SCHOLARSHIPS FOR MEMBERS AND THEIR FAMILIES ATTENDING QUALIFYING INSTITUTIONS. 334112 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 0 1 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 1 0 0 0 1 5 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X TOM FALLIS 3172623111 650 NORTH MERIDIAN STREET INDIANAPOLIS IN 46204 THOMAS A FALLIS PRESIDENT 5.00 35.00 X X 0 58093 0 DAVID A CLAYTON CHAIRMAN 1.00 3.00 X X 0 0 0 ROBERT G SPEARS VICE CHAIRMAN 1.00 3.00 X X 0 0 0 ROBERT D HEUCHAN SECRETARY 1.00 5.00 X X 0 0 0 DON R REYNOLDS TREAURER 1.00 3.00 X X 0 0 0 STEVEN J SONAFRANK BOARD MEMBER 1.00 3.00 X 0 0 0 0 58093 0 0 0 0 0 0 164477 164477 251656 251656 3116523 3096075 20448 20448 20448 436581 0 0 272104 319712 319712 8400 8400 12790 12790 92816 92816 450 450 7499 7499 13000 13000 1990 1990 REIMBURSEMENT TO AASR F 222486 6000 216486 ANNUITIES PAYMENT EXPEN 27072 27072 BUILDING PROJECT 4240 4240 29309 29309 739764 334112 189166 216486 30941 26394 28235 28235 0 0 3864602 10617468 271699 276927 4167242 10920789 14248 127988 47752 83792 62000 211780 X 3090233 6659469 1015009 4049540 4105242 10709009 4167242 10920789 X -303183 -60800 6967750 X X 0 1 X 1 0 X 388952 281069 2897805 62095 164477 3794398 388952 281069 2897805 62095 164477 3794398 41485 3752913 98463 104299 102656 87032 251656 644106 2000 2000 4440504 0.84520 0.88500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 2,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1.00 1 0 1 1 0.00 1 1 0 743310 3154673 34609 159979 3772613 833486 -55112 35064 743310 691400 176880 34794 833486 787653 -62386 33867 691400 771059 49557 32963 787653 0.00000 0.53170 0.46830 0 0 28235 28235 0 0 ANNUITY PAYABLE 83792 83792 X 288193 -60800 -60800 348993 92816 -5228 87588 436581 646948 0 646948 92816 92816 739764 PART II, LINE 9: NO FOOTNOTES. EXPENSES RELATED TO HISTORIC PRESERVATION ARE RECORDED AS EXPENSE ON THE BOOKS OF THE INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION AND THEN SHOWN AS REVENUE IN THE INDIANAPOLIS VALLEY AS FOUNDATION REVENUE RELEASED FROM RESTRICTIONS. MONITORING OF THE EASEMENT IS DONE BY THE VOLUNTEER BOARD SO THERE ARE NO EXPENSES OR STAFF HOURS DEVOTED TO MONITORING. PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR PRESERVATION OF HISTORICAL SCOTTISH RITE CATHEDRAL, COLLEGE SCHOLARSHIPS FOR MEMBERS AND FAMILY, AND TO PROVIDE GRANTS TO THE LEARNING CENTER FOR DYSLEXIC CHILDREN AS WELL AS GRANTS FOR MEDICAL RESEARCH. PART X, LINE 2: THE CATHEDRAL FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. IN ADDITION, THE CATHEDRAL FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THERE WAS NO INCOME TAX EXPENSE ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED APRIL 30, 2023 AND 2022. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS BEFORE 2020. MANAGEMENT BELIEVES THAT THE ORGANIZATIONS' INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST -5,228. PART V, LINE 1B INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION, INC. MERGED WITH SCOTISH RITE OF INDIANPOLIS FOUNDATION, INC. ON MAY 1, 2022. SCOTTISH RITE OF INDIANAPOLIS FOUNDATION'S ENDOWMENT IN THE AMOUNT OF $3,154,673 WAS TRANSFERED INTO THE ENDOWMENT OF THE SCOTTISH RITE CATHEDRAL FOUNDATION. 1 AASR OF FREEMASONRY NMJ VALLEY OF INDIANAPOLIS LODGE OF PERFECTION 650 N MERIDIAN ST INDIANAPOLIS IN 46204 350146560 501(C)(10) 0 195215 FAIR MARKET VALUE IMPROVEMENTS TO THE FIRE ALARM SYSTEM RESTORATION AND MAINTENANCE OF THE SCOTTISH RITE CATHEDRAL INDIANA UNIVERSITY MEDICAL FOUNDATION 1110 W MICHIGAN ST INDIANAPOLIS IN 56202 356018940 501(C)(3) 0 81000 OPERATIONAL SUPPORT OPERATIONAL SUPPORT 32ND DEGREE MASON LEARNING CENTER FOR CHILDREN PO BOX 519 LEXINGTON MA 02420 043169620 501(C)(3) 0 43197 OPERATIONAL SUPPORT OPERATIONAL SUPPORT 2 1 SCHOLARSHIP AWARDS 7 8400 FAIR MARKET VALUE ACADEMIC SCHOLARSHIP AWARDS PART I, LINE 2: FOR GRANTS TO THE AASR OF FREEMASONRY NMJ VALLEY, MONITORING OCCURS WHEN AN EXPENDITURE FOR BUILDING IMPROVEMENT IS CONSIDERED AND IT IS DETERMINED THAT IT FITS THE HISTORIC PARAMETERS. THESE ARE ONE-TIME EXPENDITURES AND DOCUMENTED IN THE MINUTES. FOR COMMUNITY GRANTS, GRANT APPLICATIONS ARE RECEIVED AND REVIEWED BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. A FOLLOW-UP REPORT IS REQUIRED FROM THE RECEIVING ORGANIZATION AND IS REVIEWED BY COMMITTEE TO ASSURE USAGE CONSISTENT WITH ORIGINAL REQUEST. FORM 990, PART III, LINE 2 EFFECTIVE 5/1/2022, INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION, INC. MERGED WITH SCOTTISH RITE OF INDIANAPOLIS FOUNDATION, INC. INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION NOW CONDUCTS THE PROGRAM SERVICES PREVIOUSLY ADMINISTERED BY SCOTTISH RITE OF INDIANAPOLIS FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS WILL REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY COMPLIANCE STATEMENTS ARE FILED ANNUALLY AND REVIEWED BY PRESIDENT AND BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND SECRETARY REVIEW COMPARABLE ORGANIZATIONAL DATA AND MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. OTHER KEY EMPLOYEE COMPENSATION IS ESTABLISHED BY THE PRESIDENT WITH THE ADVICE AND CONSENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST AT THE CORPORATE OFFICES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AT THE CORPORATE OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 5,228. TRANSFER FROM MERGER 6,962,522. FORM 990, PART XII, LINE 2C THIS PROCESS OF SELECTION AND OVERSIGHT OF AUDITOR HAS NOT CHANGED FROM PRIOR YEAR FORM 990, PART XI, LINE 9 ON MAY 1, 2022, THE ORGANIZATION MERGED WITH SCOTTISH RITE OF INDIANAPOLIS FOUNDATION (EIN: 31-0883859), AN ORGANIZATION EXEMPT UNDER 501(C)(3). ALL ASSETS OF THE SCOTTISH RITE OF INDIANAPOLIS FOUNDATION INC. WERE TRANSFERRED TO THE INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION AS PART OF PLAN OF MERGER. AASR OF FREEMASONRY NMJ VALLEY OF INDPLS LODGE OF PERFECTION 650 N MERIDIAN STREET INDIANAPOLIS IN 46204 350146560 PROVIDE ACTIVITIES AND PROGRAMS TO ENCOURAGE MEMBERS TO SERVE COMMUNITIES IN 501(C)(10) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AASR OF FREEMASONRY NMJ VALLEY OF INDPLS LODGE OF PERFECTION B 195215 FAIR MARKET VALUE