2025-03-11T21:34:53-05:00 2024-04-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2023-05-01 311109456 INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION INC INDI 3172623100 650 N MERIDIAN STREET INDIANAPOLIS IN 46204 TOM FALLIS PRESIDENT 3172623111 2025-02-22 1 1 CASSE TATE P01271193 3175802000 2025-02-22 2023 2025-03-06 01:10:19Z TOM FALLIS 650 N MERIDIAN STREET INDIANAPOLIS IN 46204 3079177 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 164477 929565 0 0 272104 343542 0 0 436581 1273107 328112 256545 0 0 0 0 0 0 280584 411652 572183 739764 828728 -303183 444379 10920789 12125248 211780 221498 10709009 11903750 TO RAISE AND EXPEND FUNDS TO BE USED FOR MAJOR RENOVATION TO THE SCOTTISH RITE CATHEDRAL IN ORDER TO CONSERVE ITS PRESENT HISTORIC APPEARANCE. 0 0 184031 134482 REPAIRS AND RENOVATIONS TO SCOTTISH RITE CATHEDRAL THEATER AND AUDITORIUM. 114063 114063 MAKING CHARITABLE GRANTS TO QUALIFYING COMMUNITY ORGANIZATIONS INCLUDING FUNDS FOR MANAGEMENT AND OPERATION OF A LEARNING CENTER FOR DYSLEXIC CHILDREN. 8000 8000 MAKING SCHOLARSHIPS FOR MEMBERS AND THEIR FAMILIES ATTENDING QUALIFYING INSTITUTIONS. 306094 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 6 0 1 0 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 DAVID A CLAYTON CHAIRMAN 4.00 3.00 X X 0 0 0 ROBERT SPEARS VICE PRESIDENT 1.00 3.00 X X 0 0 0 STEVEN SONAFRANK SECRETARY 1.00 3.00 X X 0 0 0 DON R REYNOLDS TREAURER 1.00 3.00 X X 0 0 0 ROBERT D HEUCHAN BOARD MEMBER 1.00 3.00 X 0 0 0 TOM FALLIS PRESIDENT 4.00 36.00 X X 0 97402 981 0 97402 981 0 0 0 0 0 1000 928565 929565 214610 214610 1935002 1806070 128932 128932 128932 1273107 0 0 343542 248545 248545 8000 8000 6100 6100 160354 160354 6812 5291 1521 21000 21000 502 502 REIMBURSEMENT TO AASR F 279063 279063 BUILDING PROJECT 49549 49549 ANNUITIES PAYMENT EXPEN 40115 40115 8688 8688 828728 306094 242050 280584 26394 47925 743739 28235 28235 0 0 10617468 11333584 276927 0 10920789 12125248 127988 138043 83792 83455 211780 221498 X 6659469 7204844 4049540 4698906 10709009 11903750 10920789 12125248 X 444379 760838 -10476 X X 0 1 X 1 0 X 281069 2897805 62095 164477 929565 4335011 281069 2897805 62095 164477 929565 4335011 26440 4308571 104299 102656 87032 251656 214610 760253 2000 2000 5097264 0.84530 0.84520 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 0 1 1 0.00 0 0 3772613 374958 182404 3965167 743310 3154673 34609 159979 3772613 833486 -55112 35064 743310 691400 176880 34794 833486 787653 -62386 33867 691400 0.00000 0.50590 0.49410 0 0 28235 28235 0 0 ANNUITY PAYABLE 83455 83455 X 1849803 760838 760838 1088965 160354 23788 184142 1273107 655062 0 655062 160354 13312 173666 828728 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, 2024 AND 2023. 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 2021. 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: ANNUITIES PAYMENT EXPENSE 13,312. CHANGE IN BENEFICIAL INTEREST IN TRUST 10,476. PART XII, LINE 4B - OTHER ADJUSTMENTS: ANNUITIES PAYMENT EXPENSE 13,312. 1 AASR OF FREEMASONRY NMJ VALLEY OF INDIANAPOLIS LODGE OF PERFECTION 650 N MERIDIAN ST INDIANAPOLIS IN 46204 350146560 501(C)(10) 0 134482 FAIR MARKET VALUE BUILDING IMPROVEMENTS RESTORATION AND MAINTENANCE OF THE SCOTTISH RITE CATHEDRAL INDIANA UNIVERSITY MEDICAL FOUNDATION 1110 W MICHIGAN ST INDIANAPOLIS IN 46202 356018940 501(C)(3) 88760 0 OPERATIONAL SUPPORT 32ND DEGRESS MASON LEARNING CENTER PO BOX 519 LEXINGTON MA 02420 043169620 501(C)(3) 25303 0 OPERATIONAL SUPPORT 2 1 SCHOLARSHIP AWARDS 8 8000 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 VI, SECTION B, LINE 11B EXECUTIVE DIRECTOR REVIEWS DRAFT OF RETURN PRIOR TO FILING. FULL BOARD RECEIVES COPY OF 990 AFTER FILING. 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 -10,476. FORM 990, PART XII, LINE 2C THIS PROCESS OF SELECTION AND OVERSIGHT OF AUDITOR HAS NOT CHANGED FROM PRIOR YEAR 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 AASR OF FREEMASONRY NMJ VALLEY OF INDPLS LODGE OF PERFECTION B 134482 FAIR MARKET VALUE