2024-06-14T11:14:09-05:00 2023-07-31 042680237 MORGAN & MORGAN PC 175 DERBY STREET - SUITE 40 HINGHAM MA 02043 990 2022-08-01 042493347 SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC SCOT 7818616559 33 MARRETT ROAD LEXINGTON MA 02421 WALTER F WHEELER PRESIDENT 7818616559 2024-06-14 1 WALTER WHEELER 999009999 0 TIMOTHY MACLELLAN CPAPFS P00083175 7817490050 2024-06-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WALTER F WHEELER 33 MARRETT ROAD LEXINGTON MA 02421 32561195 0 X WWW.MONH.ORG X 1971 MA NATIONAL HERITAGE EDUCATIONAL PROGRAMS AND EXHIBITS FOR THE GENERAL PUBLIC. 15 0 15 0 0 0 551114 535077 385885 498676 5288223 -2228484 0 0 6225222 -1194731 0 0 0 0 1395905 1375206 0 0 0 2150021 2086034 3545926 3461240 2679296 -4655971 54409220 54205191 291227 269592 54117993 53935599 X TO ENGAGE AND INSPIRE, THROUGH ITS EXHIBITS, PROGRAMS, AND COLLECTIONS, A KNOWLEDGE AND APPRECIATION OF AMERICA'S HISTORY, HERITAGE, CULTURE AND TRADITIONS WITH A FOCUS ON THE NATION'S FORMATIVE YEARS, FREEMASONRY AND FRATERNALISM. IT WILL BUILD INTEREST AND SUPPORT FOR ITS MISSION BY EMPHASIZING THEMES OF LIBERTY, PATRIOTISM, AND PERSONAL AND CIVIC VIRTUES. A NON-CIRCULATING RESEARCH LIBRARY AND SIGNIFICANT ARCHIVES WILL BE MAINTAINED FOR USE BY THE PUBLIC. 0 0 515892 14597 EXHIBITIONS - THE NHM DEVELOPS AND PRESENTS EXHIBITIONS ABOUT AMERICAN HISTORY AND CULTURE FOR A BROAD AUDIENCE. APPROXIMATELY 80,000 PEOPLE VISIT THE MUSEUM EVERY YEAR. 479320 LIBRARY AND ARCHIVES - A NONCIRCULATING RESEARCH LIBRARY AND ARCHIVES. COLLECTIONS FOCUS ON AMERICAN HISTORY, AMERICAN CRAFTS, FREEMASONRY, AND OTHER FRATERNAL ORDERS. 2089057 OTHER PROGRAM EXPENSES FOR THE NHM DEAL WITH EDUCATIONAL PROGRAMS SUCH AS PROVIDING TOURS AND PROGRAMS FOR AREA SCHOOLS. 3084269 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 12 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 15 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 ATKINSON HERBERT TRUSTEE/DEPUTY DE/MUSEUM B 2.00 5.00 X 0 0 0 BARNES DAVID TRUSTEE/MUSEUM BOARD MEMBE 2.00 5.00 X 0 0 0 BASSO WILLIAM TRUSTEE/VP OF MUSEUM 2.00 5.00 X 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 2.00 5.00 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 139296 0 32619 GARDENER STEPHEN TRUSTEE 1.00 5.00 X 0 0 0 GLATTLY DAVID A TRUSTEE/FORMER PRESIDENT 1.00 5.00 X 0 258285 134186 GRAFF GARY N TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 HAMILTON GEORGE TRUSTEE/DEPUTY MA 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 35.00 5.00 X 86811 0 28684 HECHT KEVIN TRUSTEE/DEPUTY CT/DIRECTOR 2.00 38.00 X 0 138540 44950 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 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 2.00 5.00 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 2.00 5.00 X 0 0 0 MARSHBANKS TIMOTHEY TRUSTEE 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 1.00 39.00 X 0 111375 47045 MCNAUGHTON JOHN WM TRUSTEE/FORMER PRESIDENT/A 1.00 5.00 X 0 27053 3125 MILONE RANDALL TRUSTEE/CDC BOARD MEMBER 1.00 6.00 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 OGG JR ROBERT F TRUSTEE 1.00 5.00 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 0 0 0 POTHIER DENNIS W TRUSTEE/MUSEUM BOARD MEMBE 2.00 5.00 X 0 0 0 POWELL RICHARD J TRUSTEE/MUSEUM BOARD MEMBE 2.00 5.00 X 0 0 0 POYTON KENNETH F TRUSTEE 1.00 5.00 X 0 0 0 ROSS A JAMES TRUSTEE/MUSEUM BOARD MEMBE 2.00 5.00 X 0 0 0 ROTH MARK C TRUSTEE/GRANS LIETENANT CM 2.00 5.00 X 0 0 0 ROUP PAUL J TRUSTEE/DIRECTOR OF NORTHE 1.00 39.00 X 0 124833 18362 SAMIEC PETER J PRESIDENT/SOVEREIGN GRAND 1.00 39.00 X X 0 244584 102480 SCHREMSER ROBERT C TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 SHARPE GERALD J TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 SIMONTON JEFFRY TRUSTEE/DEPUTY ME 1.00 5.00 X 0 0 0 SMITH STEVEN TRUSTEE/DEPUTY RI/SECRETAR 2.00 5.00 X 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 2.00 5.00 X 0 0 0 STEIN HENRY TRUSTEE 1.00 5.00 X 0 0 0 SWALM RICKY L TRUSTEE/MUSEUM TREASURER 2.00 5.00 X X 0 0 0 TUNGATE JAMES L TRUSTEE 1.00 5.00 X 0 0 0 WHEELER WALTER F TRUSTEE/GRAND TREASURER GE 1.00 39.00 X 0 148022 34178 WILSON DANIEL TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 19312 2343 WORK BRUCE T TRUSTEE 1.00 5.00 X 36501 0 16491 ROSCOE RALPH HIGHLY COMPENSATED 40.00 0.00 X 111922 0 15713 374530 1072004 480176 2 0 1 0 SYNTEGRA SYSTEMS LLC 116 ROBBINS ST WALTHAM MA 02453 BUILDING MAINTENANCE SERVICES 255084 1 335000 200077 535077 RENTAL INCOME 900099 292547 292547 SHARED SERVICES 900099 110493 110493 PROGRAM SERVICE 900099 95636 95636 498676 1212771 1212771 30314671 33755926 -3441255 -3441255 -3441255 -1194731 1711447 0 -3441255 325606 276765 48841 682011 579709 102302 311395 264686 46709 56194 47765 8429 16705 16705 41096 20548 20548 32824 32824 198731 183596 15135 58044 58044 11421 11421 380410 380410 100306 90275 10031 UTILITIES AND TELEPHONE 538681 484813 53868 MAINTENANCE AND REPAIRS 412563 412563 SHARED SERVICES 240000 204000 36000 EXHIBIT INSTALLATION 32409 32409 22844 20560 2284 3461240 3084269 376971 0 730390 404315 8620 8620 17911923 12406758 5741334 5505165 47928876 48287091 54409220 54205191 125123 103488 166104 166104 291227 269592 X 52876576 52712079 1241417 1223520 54117993 53935599 54409220 54205191 -4655971 4473577 0 X X 0 1 X 1 0 X 509684 571069 690175 551115 534125 2856168 509684 571069 690175 551115 534125 2856168 2856168 2407202 1797534 764634 1861588 1212771 8043729 10899897 358130 0.26200 0.26610 X SCOTTISH RITE MUSEUM AND LIBRARY, INC. QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. THE PUBLIC SUPPORT PERCENTAGE IS GREATER THAN 10%. THE ORGANIZATION HAS INVESTED PREVIOUSLY CONTRIBUTED PUBLIC SUPPORT WHICH IS GENERATING THE INVESTMENT INCOME MAKING UP A SUBSTANTIAL PORTION OF THE REMAINING ANNUAL INCOME. THE ORGANIZATION IS STRUCTURED AND OPERATED IN SUCH A MANNER AS TO ATTRACT PUBLIC SUPPORT ON AN ONGOING AND CONTINUAL BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47928876 141352 2499687 2250000 32824 48287091 57037689 -6614776 2450000 44037 47928876 47875285 11577308 2230000 184904 57037689 50281674 173886 28640 2400558 208355 47875287 52370509 127633 287850 2216468 215758 50281674 0.98000 0.02000 0 0 27260 27260 15588995 10234015 5354980 2295668 2172743 122925 5505165 PPP LOAN PAYABLE 166104 166104 X 3246022 4473577 4473577 -1227555 32824 32824 -1194731 3428416 0 3428416 32824 32824 3461240 PART V, LINE 4: ENDOWMENT FUNDS ARE NET ASSETS HELD FOR FUTURE ACTIVITIES OF THE MUSEUM MAINTAINING ITS EXEMPT PURPOSE AND MISSION. PART X, LINE 2: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. GIFTS TO THE MUSEUM ARE TAX DEDUCTIBLE. THE MUSEUM IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS 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 MUSEUM`S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED JULY 31, 2022, 2021, AND 2020. 0 1 0 0 0 0 0 0 0 GLATTLY DAVID A TRUSTEE/FORMER PRESIDENT 0 258285 0 0 0 0 0 110101 0 24085 0 392471 0 0 SAMIEC PETER J PRESIDENT/SOVEREIGN GRAND 0 244584 0 0 0 0 0 60338 0 42142 0 347064 0 0 HECHT KEVIN TRUSTEE/DEPUTY CT/DIRECTOR 0 138540 0 0 0 0 0 0 0 44950 0 183490 0 0 WHEELER WALTER F TRUSTEE/GRAND TREASURER GE 0 148022 0 0 0 0 0 0 0 34178 0 182200 0 0 ELLIOT RICHARD W TRUSTEE/ADMIN COUNCIL/MUSE 139296 0 0 0 0 0 0 0 32619 0 171915 0 0 0 MCNAUGHTON JOHN BRIAN TRUSTEE 0 111375 0 0 0 0 0 0 0 47045 0 158420 0 0 PART I, LINE 4B DAVID A. GLATTLY - DEFERRED COMPENSATION OF $110,101 FOR CALENDAR YEAR 2022 AND PETER SAMIEC - DEFERRED COMPENSATION OF $60,338 FOR CALENDAR YEAR 2022. FORM 990, PART VI, SECTION A, LINE 2 JOHN WILLIAM AND JOHN BRIAN MCNAUGHTON ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPY OF FORM 990 IS PROVIDED TO THE TREASURER AND IS REVIEWED AND APPROVED AT A MEETING OF THE PRESIDING OFFICERS. 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 COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS COMPENSATION PACKAGES. 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. SUPREME COUNCIL OF SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ 33 MARRETT ROAD LEXINGTON MA 02421 041032821 USES WORLDWIDE BROTHERHOOD TO PROMOTE FAMILY AND COMMUNITY VALUES MA 501(C)(10) N/A 0 SUPREME COUNCIL BENEVOLENT FOUNDATION 33 MARRETT ROAD LEXINGTON MA 02421 046116088 FUNDING OF CHARITABLE OUTREACH PROGRAMS MA 501(C)(3) 7 N/A 0 SUPREME COUNCIL EDUCATION AND CHARITY FUND 33 MARRETT ROAD LEXINGTON MA 02421 046116087 EDUCATIONAL SCHOLARSHIPS MA 501(C)(3) 7 N/A 0 TRUSTEES OF THE SUPREME COUNCIL 33 MARRETT ROAD LEXINGTON MA 02421 041032840 RECEIVE, MANAGE & CONVEY PROPERTY FOR THE SUPREME COUNCIL ET AL MA 501(C)(2) N/A 0 CHILDREN'S DYSLEXIA CENTERS INC 33 MARRETT ROAD LEXINGTON MA 02421 043169620 PROVIDE EVALUATION AND TREATMENT OF CHILDREN WITH LEARNING DISABILITIES MA 501(C)(3) 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 SUPREME COUNCIL BENEVOLENT FOUNDATION C 335000 ACTUAL CONTRIBUTIONS RECEIVED SUPREME COUNCIL OF SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ P 240000 SHARED SERVICES PAID - SERVICES SUPREME COUNCIL OF SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ Q 209586 REIMBURSEMENT RECVD RENT & MAINT. SUPREME COUNCIL BENEVOLENT FOUNDATION Q 110493 SHARED SERVICES RECVD PHONE/EQUIP