2025-06-13T10:34:41-05:00 2024-07-31 042680237 MORGAN & MORGAN PC 175 DERBY STREET - SUITE 40 HINGHAM MA 02043 990 2023-08-01 041032821 SUPREME COUNCIL OF SOVEREIGN GRAND INSPECTORS GENERAL FOR THE NMJ SUPR 7814653300 33 MARRETT ROAD LEXINGTON MA 02421 WALTER F WHEELER PRESIDENT 7814653300 2025-06-13 1 0 TIMOTHY MACLELLAN CPAPFS P00083175 7817490050 2025-06-13 2023 2025-03-06 01:10:19Z WALTER F WHEELER 33 MARRETT RD LEXINGTON MA 02421 10831587 0 X WWW.SCOTTISHRITENMJ.ORG X 1813 MA DOMESTIC FRATERNAL ASSOCIATION 55 1 45 0 0 0 0 0 7220252 6561998 0 21 3963572 4269568 11183824 10831587 0 0 0 0 5544980 5248322 0 0 0 6315259 5802889 11860239 11051211 -676415 -219624 1375202 1155578 0 0 1375202 1155578 X TO IMPROVE THE INDIVIDUAL CHARACTER, LEADERSHIP, AND SPIRIT THROUGH ATTRACTIVE AND RELEVANT PROGRAMS. TO INSPIRE MEN TO SUPPORT THE PRINCIPLES OF THE MASONIC ORGANIZATION. TO PROMOTE FAMILY AND COMMUNITY VALUES. TO STRENGTHEN AND PROMOTE SYMBOLIC MASONRY AND THE MASONIC WAY OF LIFE THROUGH ITS WORLDWIDE BROTHERHOOD. TO SERVE MANKIND THROUGH THE IMPACT OF ITS EXTENSIVE CHARITABLE OUTREACH. 0 0 THE SUPREME COUNCIL USES ITS WORLDWIDE BROTHERHOOD TO PROMOTE FAMILY AND COMMUNITY VALUES, AND SERVES MANKIND THROUGH ITS EXTENSIVE CHARITABLE OUTREACH. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 22 0 1 45 1 0 0 0 0 0 0 0 0 0 0 X 55 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATTHEW GERRISH 7814653300 33 MARRETT ROAD LEXINGTON MA 02421 BARNES DAVID TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 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 2.00 5.00 X 0 0 0 CLARK GREGORY TRUSTEE/TREASURER CDC/DEPU 1.00 6.00 X 0 0 0 CLAY KENNTH A JR TRUSTEE/DEPUTY NH/CDC BOAR 1.00 6.00 X 0 0 0 COLE STEPHEN D ASSISTANT DIR. OF FINANCE 1.00 6.00 X 0 0 0 CRACCO ANTHONY R 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 1.00 6.00 X 0 0 0 EASTERLING JAMES F TRUSTEE 1.00 5.00 X 0 0 0 ELLIOT PHILLIP TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 ELLIOT RICHARD W TRUSTEE/ADMIN COUNCIL/MUSE 2.00 5.00 X 0 134900 37135 GARDNER STEPHEN TRUSTEE 1.00 5.00 X 0 0 0 GRAFF GARY N TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 HAMILTON GEORGE F TRUSTEE 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 1.00 39.00 X 0 71613 27812 HECHT KEVIN TRUSTEE/DEPUTY CT/DIRECTOR 4.00 36.00 X 161809 0 46193 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/DEPUTY MA 1.00 5.00 X 0 0 0 JORDAN GREGORY TRUSTEE 1.00 5.00 X 0 0 0 KARSTENS WILLIAM IV TRUSTEE/DEPUTY VT/MUSEUM B 1.00 6.00 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 1.00 6.00 X 0 0 0 MCCARTHY STEPHEN J TRUSTEE 1.00 5.00 X 0 0 0 MARSHBANKS TIMOTHEY S TRUSTEE/DEPUTY MI 1.00 5.00 X 0 0 0 MCINTOSH MICHAEL TRUSTEE 1.00 5.00 X 0 0 0 MCNAUGHTON JOHN BRIAN TRUSTEE 22.00 18.00 X 0 0 0 MCNAUGHTON JOHN WM TRUSTEE/FORMER PRESIDENT/A 1.00 5.00 X 0 0 0 MORAN DANIEL 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 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 S 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 2.00 5.00 X X 0 0 0 POWELL RICHARD J TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 POYTON KENNETH F TRUSTEE 1.00 5.00 X 0 0 0 ROSS JAMES A TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 ROUP PAUL J TRUSTEE/DIRECTOR OF NORTHE 35.00 5.00 X 132022 0 19500 SAMIEC PETER J PRESIDENT/SOVEREIGN GRAND 8.50 31.50 X X 336740 0 7895 SIMONTON JEFFREY TRUSTEE/DEPUTY ME 1.00 5.00 X 0 0 0 SMITH STEVEN TRUSTEE/DEPUTY RI/SECRETAR 1.00 6.00 X 0 0 0 ST PIERRE PAUL C TRUSTEE/DEPUTY IN 1.00 5.00 X 0 0 0 STEFANAKOS STEPHEN TRUSTEE/MUSEUM BOARD MEMBE 1.00 6.00 X 0 0 0 STEIN HENRY J TRUSTEE 1.00 5.00 X 0 0 0 SWALM RICKY L TRUSTEE/MUSEUM TREASURER 1.00 6.00 X 0 0 0 WHEELER WALTER F TRUSTEE/GRAND TREASURER GE 2.00 38.00 X X 0 182143 37925 WILSON DANIEL TRUSTEE/CDC BOARD MEMBER 1.00 6.00 X 0 0 0 WORK BRUCE T TRUSTEE 1.00 5.00 X 0 0 1095 HAISCH HENRY A TRUSTEE 1.00 5.00 X 0 0 0 DILL JR JAMES O DIRECTOR OF SUPPORT SERVIC 4.00 36.00 X 191025 0 43663 GERRISH MATTHEW DIRECTOR OF FINANCE 8.00 32.00 X 191025 0 41737 KITSMILLER JEFFREY DIRECTOR OF INFORMATION TE 8.00 32.00 X 191769 0 55823 PATCH LINDA DIRECTOR OF MARKETING & CO 13.60 26.40 X 182100 0 51315 EIRICH HENRY PRINCIPAL SOFTWARE ENGINEE 8.00 32.00 X 131501 0 52608 MORRISON RICHARD P PRINCIPAL SOFTWARE ENGINEE 8.00 32.00 X 145831 0 45959 ABBOTT MARCUS HIGHLY COMPENSATED EMPLOYE 40.00 X 143472 0 38192 BLAISDELL MATTHEW HIGHLY COMPENSATED EMPLOYE 40.00 X 136806 0 38124 GLATTLY DAVID A TRUSTEE/FORMER PRESIDENT 1.00 5.00 X 103314 0 27119 2047414 388656 572095 12 1 1 0 0 SHARED SERVICES INCOMEL-B.F., M&L 900099 4140000 4140000 MEMBERSHIP DUES 900099 2234910 2234910 MEMBERSHIP SERVICES GRANT 900099 168000 168000 ANNUAL MEETING - MISC. 900099 19058 19058 REGISTRATION FEES 900099 30 30 6561998 21 21 REIMBURSED EXPENSES 900099 4218318 4218318 SALES ITEMS 900099 51250 51250 4269568 10831587 10831566 0 21 2622847 1845427 668925 111123 72394 77750 233962 172250 330982 472819 275653 1095824 890675 COMM. MARKETING & PROMO 936061 ADMIN. EXPENSES 293117 INVESTIGATION COMMITTEE 185640 PRINTING & PUBLICATIONS 169118 596644 11051211 1375202 1155578 1375202 1155578 0 0 X 1375202 1155578 1375202 1155578 1375202 1155578 -219624 0 X X 0 1 X 1 0 0 X 10831587 0 10831587 0 10831587 11051211 0 11051211 0 11051211 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A NON-PROFIT ORGANIZATION OPERATING UNDER SECTION 501(C)(10) OF THE INTERNAL REVENUE CODE. IT HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ORGANIZATION 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 ORGANIZATION`S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED JULY 31, 2023, 2022, AND 2021. X X 1 1 X 0 1 0 SAMIEC PETER J PRESIDENT/SOVEREIGN GRAND 258000 0 0 0 78740 0 0 0 7895 0 344635 0 0 0 KITSMILLER JEFFREY DIRECTOR OF INFORMATION TE 191769 0 0 0 0 0 0 0 55823 0 247592 0 0 0 DILL JR JAMES O DIRECTOR OF SUPPORT SERVIC 191025 0 0 0 0 0 0 0 43663 0 234688 0 0 0 PATCH LINDA DIRECTOR OF MARKETING & CO 182100 0 0 0 0 0 0 0 51315 0 233415 0 0 0 GERRISH MATTHEW DIRECTOR OF FINANCE 191025 0 0 0 0 0 0 0 41737 0 232762 0 0 0 WHEELER WALTER F TRUSTEE/GRAND TREASURER GE 0 182143 0 0 0 0 0 0 0 37925 0 220068 0 0 HECHT KEVIN TRUSTEE/DEPUTY CT/DIRECTOR 161809 0 0 0 0 0 0 0 46193 0 208002 0 0 0 MORRISON RICHARD P PRINCIPAL SOFTWARE ENGINEE 145831 0 0 0 0 0 0 0 45959 0 191790 0 0 0 EIRICH HENRY PRINCIPAL SOFTWARE ENGINEE 131501 0 0 0 0 0 0 0 52608 0 184109 0 0 0 ABBOTT MARCUS HIGHLY COMPENSATED EMPLOYE 143472 0 0 0 0 0 0 0 38192 0 181664 0 0 0 BLAISDELL MATTHEW HIGHLY COMPENSATED EMPLOYE 136806 0 0 0 0 0 0 0 38124 0 174930 0 0 0 ELLIOT RICHARD W TRUSTEE/ADMIN COUNCIL/MUSE 0 134900 0 0 0 0 0 0 0 37135 0 172035 0 0 ROUP PAUL J TRUSTEE/DIRECTOR OF NORTHE 132022 0 0 0 0 0 0 0 19500 0 151522 0 0 0 GLATTLY DAVID A TRUSTEE/FORMER PRESIDENT 103314 0 0 0 0 0 0 0 27119 0 130433 0 0 0 PART I, LINE 4B PETER SAMIEC - DEFERRED COMENSATION OF $29,000 FOR CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 2 JOHN WILLIAM & JOHN BRIAN MCNAUGHTON ARE TRUSTEES, ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR REVIEW PRIOR TO ITS FILING. 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. SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC 33 MARRETT ROAD LEXINGTON MA 02421 042493347 NATIONAL HERITAGE EDUCATIONAL PROGRAMS AND EXHIBITS FOR THE GENERAL PUBLIC MA 501(C)(3) LINE 7 N/A 0 SUPREME COUNCIL BENEVOLENT FOUNDATION 33 MARRETT ROAD LEXINGTON MA 02421 046116088 FUNDING OF CHARITABLE OUTREACH PROGRAMS MA 501(C)(3) LINE 7 N/A 0 SUPREME COUNCIL EDUCATION AND CHARITY FUND 33 MARRETT ROAD LEXINGTON MA 02421 046116087 EDUCATIONAL SCHOLARSHIPS MA 501(C)(3) LINE 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) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 CHILDRENS DYSLEXIA CENTER Q 942780 REIMBURSEMENT RCVD COMMON PAYMSTR CHILDRENS DYSLEXIA CENTER Q 150000 SHARED SVC REIMB. - SVCS/OFFICES SUPREME COUNCIL BENEVOLENT FOUNDATION Q 738254 REIMBURSEMENT RCVD COMMON PAYAGT SUPREME COUNCIL BENEVOLENT FOUNDATION Q 3750000 SHARED SVC REIMB. - COMMON PAYAGT SUPREME COUNCIL TRUSTEES S 350000 CASH TRANSFER - SPENDING % RCVD SCOTTISH RITE MUSEUM & LIBRARY Q 240000 SHARED SVC REIMB. - SVCS SCOTTISH RITE MUSEUM & LIBRARY P 531711 EXPENSES REIMB. - RENT/MAINT SCOTTISH RITE MUSEUM & LIBRARY P 15000 SHARED SVC PD - PHONE/EQUIP SUPREME COUNCIL BENEVOLENT FOUNDATION C 168000 CASH GRANT FOR MEMBER SERVICES