Civic Intelligence

Dr Grover C Dale Charitable Trust

EIN 58-1792143 • 501(c)3 • Raleigh, NC

Profile

To provide support for the masonic home for children at oxford and the masonic and eastern star home.

PO Box 6506Raleigh, NC 27628-6506

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

1.98x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-140%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$3,000,800

Up $368,924 (+14%) from 2023

Liabilities

Flat

$78,028

Flat from 2023

Net Assets

Up

$2,922,772

Up $368,924 (+14%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin3rd percentile

Revenue

Up

$39,450

Up $16,006 (+68%) from 2023

Expenses

Up

$94,863

Up $11,835 (+14%) from 2023

Net Income

Up

-$55,413

Up $4,171 (+7.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,219,286Liabilities 2010: $36,019Net Assets 2010: $1,183,2672010Assets 2011: $1,189,052Liabilities 2011: $38,288Net Assets 2011: $1,150,7642011Assets 2012: $1,301,490Liabilities 2012: $40,006Net Assets 2012: $1,261,4842012Assets 2013: $1,642,225Liabilities 2013: $41,229Net Assets 2013: $1,600,9962013Assets 2014: $1,745,130Liabilities 2014: $46,833Net Assets 2014: $1,698,2972014Assets 2015: $1,708,974Liabilities 2015: $50,922Net Assets 2015: $1,658,0522015Assets 2016: $1,793,755Liabilities 2016: $52,442Net Assets 2016: $1,741,3132016Assets 2017: $2,073,608Liabilities 2017: $57,122Net Assets 2017: $2,016,4862017Assets 2018: $1,799,250Liabilities 2018: $58,015Net Assets 2018: $1,741,2352018Assets 2019: $2,275,964Liabilities 2019: $62,837Net Assets 2019: $2,213,1272019Assets 2020: $2,509,030Liabilities 2020: $67,692Net Assets 2020: $2,441,3382020Assets 2021: $2,882,210Liabilities 2021: $78,622Net Assets 2021: $2,803,5882021Assets 2022: $2,297,830Liabilities 2022: $76,821Net Assets 2022: $2,221,0092022Assets 2023: $2,631,876Liabilities 2023: $78,028Net Assets 2023: $2,553,8482023Assets 2024: $3,000,800Liabilities 2024: $78,028Net Assets 2024: $2,922,7722024

Highlighted filing

2024

Assets$3,000,800
Liabilities$78,028
Net Assets$2,922,772
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2010: $36,0192010Expenses 2011: $38,2882011Expenses 2012: $39,7062012Revenue 2013: $22,751Expenses 2013: $45,869Net Income 2013: -$23,1182013Revenue 2014: $20,162Expenses 2014: $51,708Net Income 2014: -$31,5462014Revenue 2015: $17,938Expenses 2015: $56,102Net Income 2015: -$38,1642015Revenue 2016: $20,166Expenses 2016: $57,660Net Income 2016: -$37,4942016Revenue 2017: $22,004Expenses 2017: $60,122Net Income 2017: -$38,1182017Revenue 2018: $28,649Expenses 2018: $61,015Net Income 2018: -$32,3662018Revenue 2019: $30,452Expenses 2019: $65,838Net Income 2019: -$35,3862019Revenue 2020: $26,123Expenses 2020: $70,692Net Income 2020: -$44,5692020Revenue 2021: $27,764Expenses 2021: $81,621Net Income 2021: -$53,8572021Revenue 2022: $25,993Expenses 2022: $80,570Net Income 2022: -$54,5772022Revenue 2023: $23,444Expenses 2023: $83,028Net Income 2023: -$59,5842023Revenue 2024: $39,450Expenses 2024: $94,863Net Income 2024: -$55,4132024

Highlighted filing

2024

Revenue$39,450
Expenses$94,863
Net Income-$55,413
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,000,800
Liabilities
$78,028
Net assets
$2,922,772
Revenue
$39,450
Expenses
$94,863
Net income
-$55,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.08$2.92$0.04$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.08$2.55$0.02$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.08$2.22$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.08$2.80$0.03$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.07$2.44$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.06$2.21$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.06$1.74$0.03$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.06$2.02$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.05$1.74$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.05$1.66$0.02$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.05$1.70$0.02$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.04$1.60$0.02$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.04$1.26$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.04$1.15$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.04$1.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$108,409
Mission and Program Overview

Mission

To provide support for the masonic home for children at oxford and the masonic and eastern star home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,628,182$3,000,800▲ $372,618
Cash and Non-Interest-Bearing Accounts$3,694$0▼ $3,694
Total Assets$2,631,876$3,000,800▲ $368,924
Liabilities
Other Liabilities$78,028$78,028→ $0
Total Liabilities$78,028$78,028→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,553,848$2,922,772▲ $368,924
Total Net Assets Fund Balance$2,553,848$2,922,772▲ $368,924
Total Liabilities and Net Assets / Fund Balance$2,631,876$3,000,800▲ $368,924

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,553,848-▲ $463,787-$2,922,772
2023$2,221,009-▲ $415,867-$2,553,848
2022$2,803,588-▼ $502,009-$2,221,009
2021$2,441,338-▲ $443,871-$2,803,588
2020$2,213,127-▲ $298,903-$2,441,338
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John BurnsChairman
Dan C RiceDirector
Leonard Y SafritDirector
Michael RegisterDirector
Michael a FaulkenburyDirector
Robert E Gresham JrDirector
Ben CrissmanSecretary
Lewis R LedfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$39,450
Other Revenue
$0
Change in Net Assets
$-55,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,450
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$424,337
Total Revenue per Audited Statements
$463,787
Total Revenue per Form 990
$39,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,029
Other Expenses$16,834
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,029--$78,029
Fees for Services Other-$13,140-$13,140
Other Expenses-$1,143-$1,143
Total Functional Expenses$78,029$16,834$0$94,863

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$94,863
Total Expenses per Audited Statements$94,863
Total Expenses per Form 990$94,863
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Masonic Home for Children at OxfordOxford, NC501c3Supported Organization$70,226
Masonic and Eastern Star Home of NcGreensboro, NC501c3Supported Organization$7,803
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Beneficiaries$78,028
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization provides a copy of the form 990 to its board of directors prior to the return being filed.”

Form 990, Part VI, Section B, Line 12C

“The organization has a written conflict of interest policy and requires its board of directors and key employees to disclose annually that they are in compliance with this policy.”

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.”

Filing and Contact Details

Filer

Filer Name
Dr Grover C Dale Charitable Trust
EIN
58-1792143
Phone
9197872021
Address
PO BOX 6506, RALEIGH, NC 27628-6506

Signing Officer

Name
George Marut
Title
President
Phone
9197872021
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Marut
Formed
1987
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
John M Robinson
Phone
3362944494
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Service fee: program service expenses 0. Management and general expenses 13,140. Fundraising expenses 0. Total expenses 13,140.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are intended to provide a source of income to the organization's supported organizations.”

PART X, LINE 2:

“It is the trust's policy to evaluate all tax positions to identify those that may be considered uncertain. All identified material tax positions are assessed and measured by a more-likely-than-not threshold to determine if the tax position is uncertain and what, if any, the effect of the uncertain tax position may have on the financial statements. No material uncertain tax positions were identified during 2024.”

Raw XML AppendixShowing 400 of 453 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD AND THE MASONIC AND EASTERN STAR HOME.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GEORGE MARUT
IRS990/BooksInCareOfDetail/PhoneNum09197872021
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02921 GLENWOOD AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027628
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03694
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt078029
IRS990/CYInvestmentIncomeAmt039450
IRS990/CYOtherExpensesAmt016834
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-55413
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt094863
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt039450
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD ALONG WITH THE MASONIC AND EASTERN STAR HOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02553848
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02922772
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt078029
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013140
IRS990/FeesForServicesOtherGrp/TotalAmt013140
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0BEN CRISSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1LEWIS R LEDFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL REGISTER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN C RICE
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT E GRESHAM JR
IRS990/Form990PartVIISectionAGrp/PersonNm6LEONARD Y SAFRIT
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL A FAULKENBURY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09069
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt078029
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt078029
IRS990/GrantsToDomesticOrgsGrp/TotalAmt078029
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt078028
IRS990/GrossReceiptsAmt0108409
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt030381
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030381
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02628182
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03000800
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt068959
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD AND THE MASONIC AND EASTERN STAR HOME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02553848
IRS990/NetAssetsOrFundBalancesEOYAmt02922772
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09069
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09069
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0424337
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1TRANSFER TO FOUNDATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02551
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11143
IRS990/OtherExpensesGrp/TotalAmt02551
IRS990/OtherExpensesGrp/TotalAmt11143
IRS990/OtherLiabilitiesGrp/BOYAmt078028
IRS990/OtherLiabilitiesGrp/EOYAmt078028
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GEORGE MARUT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt078028
IRS990/PYInvestmentIncomeAmt023444
IRS990/PYOtherExpensesAmt05000
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-59584
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt083028
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023444
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-55413
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560603924
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1560529956
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt070226
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt17803
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE MASONIC HOME FOR THE CHILDREN AT OXFORD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MASONIC AND EASTERN STAR HOME OF NC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt078029
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt094863
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02553848
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02922772
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0463787
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt083028
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02221009
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02553848
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0415867
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt080570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02803588
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02221009
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-502009
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt081621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02441338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02803588
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0443871
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt070692
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02213127
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02441338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0298903
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt094863
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0424337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt078028
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BENEFICIARIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0424337
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt039450
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO THE ORGANIZATION'S SUPPORTED ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1IT IS THE TRUST'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY THOSE THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED DURING 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt094863
IRS990ScheduleD/TotalLiabilityAmt078028
IRS990ScheduleD/TotalRevenuePerForm990Amt039450
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0463787
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt094863
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt070226
IRS990ScheduleI/RecipientTable/CashGrantAmt17803
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE MASONIC HOME FOR CHILDREN AT OXFORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MASONIC AND EASTERN STAR HOME OF NC
IRS990ScheduleI/RecipientTable/RecipientEIN0560603924
IRS990ScheduleI/RecipientTable/RecipientEIN1560529956
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0600 COLLEGE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1700 S HOLDEN ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OXFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027565
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127407
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OBTAINS FINANCIAL REPORTS AND OTHER INFORMATION TO CONFIRM THAT GRANT PURPOSES WERE ACHIEVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REQUIRES ITS BOARD OF DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY THAT THEY ARE IN COMPLIANCE WITH THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SERVICE FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,140.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE MASONIC HOME FOR CHILDREN AT OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MASONIC AND EASTERN STAR HOME OF NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560603924
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1560529956
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOME FOR CHILDREN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOME FOR ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0600 COLLEGE ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1700 S HOLDEN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1GREENSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027565
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd127407
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02631876
IRS990/TotalAssetsEOYAmt03000800
IRS990/TotalAssetsGrp/BOYAmt02631876
IRS990/TotalAssetsGrp/EOYAmt03000800
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016834
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078029
IRS990/TotalFunctionalExpensesGrp/TotalAmt094863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt078028
IRS990/TotalLiabilitiesEOYAmt078028
IRS990/TotalLiabilitiesGrp/BOYAmt078028
IRS990/TotalLiabilitiesGrp/EOYAmt078028
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02553848

Document Assets

No mirrored PDF or thumbnail assets are attached yet.