Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 11-01-2013 , and ending 10-31-2014
Name of foundation
COLORADO MASONS BENEVOLENT FUND ASSOCIATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2400 CONSISTORY COURT   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Grand Junction, CO815012009
A Employer identification number

84-0406813
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$163,552J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 111,862
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities......   151,968  
5a Gross rents.............. 24,862    
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 108,188
b Gross sales price for all assets on line 6a 6,251,195
7 Capital gain net income (from Part IV, line 2)... 108,188
8 Net short-term capital gain......... 23,343
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,050    
12 Total. Add lines 1 through 11........ 247,962 260,156 23,343
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000     36,000
14 Other employee salaries and wages...... 6,000     6,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 0     13,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 0     9,114
19 Depreciation (attach schedule) and depletion... Click to see attachment 175    
20 Occupancy.............. 4,242     4,242
21 Travel, conferences, and meetings....... 4,035     4,035
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 61,085 27,653   61,082
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,537 27,653   133,473
25 Contributions, gifts, grants paid........ 638,528 638,528
26 Total expenses and disbursements. Add lines 24 and 25 750,065 27,653   772,001
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -502,103
b Net investment income (if negative, enter -0-) 232,503
c Adjusted net income (if negative, enter -0-)... 23,343
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 177,760   161,342
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 2,210   2,210
7 Other notes and loans receivable (attach schedule) bullet71,400
Less: allowance for doubtful accounts bullet     Click to see attachment71,400  
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 3,861    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 9,033,980 Click to see attachment9,232,624  
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet17,911
Less: accumulated depreciation (attach schedule) bullet17,038   Click to see attachment873  
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 636,729 Click to see attachment637,156  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,854,540 9,942,053 163,552
Liabilities 17 Accounts payable and accrued expenses.......... 13,422 1,070
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 13,422 1,070
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 9,824,148 9,924,013
25 Temporarily restricted................ 16,970 16,970
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 9,841,118 9,940,983
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 9,854,540 9,942,053
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 9,841,118
2 Enter amount from Part I, line 27a..................... 2 -502,103
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 601,968
4 Add lines 1, 2, and 3.......................... 4 9,940,983
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,940,983
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a BEIRNE WEALTH BROKERAGE CORPORATION P 2013-11-01 2014-10-31
b BEIRNE WEALTH BROKERAGE CORPORATION P 2014-05-01 2014-10-31
c INVESCO MUTUAL FUNDS P 2013-11-01 2014-10-31
d FINANCIAL WEST GROUP MUTUAL FUNDS P 2013-11-01 2014-10-31
e WEDBUSH EQUITY P 2013-11-01 2014-10-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,967,262   1,956,997 10,265
b 2,088,528   2,065,185 23,343
c 202,251   157,925 44,326
d 400,380   367,065 33,315
e 1,592,774   1,595,835 -3,061
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       10,265
b       23,343
c       44,326
d       33,315
e       -3,061
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 108,188
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 23,343
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,567,848 9,700,642 0.161623
2011 926,035 9,223,100 0.100404
2010 765,476 9,063,316 0.084459
2009 812,124 9,645,227 0.0842
2008 806,926 9,347,875 0.086322
2 Total of line 1, column (d) ...................... 2 0.517007
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.103401
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 9,880,655
5 Multiply line 4 by line 3....................... 5 1,021,670
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,325
7 Add lines 5 and 6......................... 7 1,023,995
8 Enter qualifying distributions from Part XII, line 4.............. 8 772,001
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,650
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 4,650
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,650
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,650
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CMBFA.ORG
    14
    The books are in care ofbulletTHOMAS J COX Telephone no.bullet (970) 209-0946
    Located atbullet2400 CONSISTORY COURTGrand JunctionCO ZIP+4bullet815012009
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT W GREGORY PRESIDENT
    6.00     		0 0 0
    2400 CONSISTORY COURT
    Grand Junction,CO815012009
    RICHARD W SCHMIDT VICE PRESIDENT
    0.00     		0 0 0
    2400 CONSISTORY COURT
    Grand Junction,CO815012009
    WILLIAM C ANDERSON TREASURER
    0.00     		0 0 0
    2400 CONSISTORY COURT
    Grand Junction,CO815012009
    ROY A SNYDER SECRETARY
    0.00     		0 0 0
    2400 CONSISTORY COURT
    Grand Junction,CO815012009
    JAMES SMITH DIRECTOR
    0.00     		0 0 0
    2400 CONSISTORY COURT
    Grand Junction,CO815012009
    MICHAEL MCMILLIAN GRAND MASTER
    0.00     		0 0 0
    2400 CONSISTORY COURT
    Grand Junction,CO815012009
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDE FINANCIAL ASSISTANCE TO DISTRESSED COLORADO MASONS AS WELL AS TO PROVIDE SCHOLARSHIP AWARDS AND STUDENT LOANS TO INDIVIDUAL STUDENTS ATTENDING COLO CO 638,278
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NA 0
    2 NA 0
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    494,033
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,650
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,650
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    489,383
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    489,383
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    489,383
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 489,383
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 262,373
    b From 2009....... 344,118
    c From 2010....... 337,039
    d From 2011....... 337,216
    e From 2012....... 1,408,969
    fTotal of lines 3a through e......... 2,689,715
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 772,001
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 489,383
    e Remaining amount distributed out of corpus 282,618
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,972,333
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		262,373
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		2,709,960
    10 Analysis of line 9:
    a Excess from 2009.... 344,118
    b Excess from 2010.... 337,039
    c Excess from 2011.... 337,216
    d Excess from 2012.... 1,408,969
    e Excess from 2013.... 282,618
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    23,343 485,032     508,375
    b 85% of line 2a ......... 19,842 412,277     432,119
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		772,001       772,001
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		772,001       772,001
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		329,355       329,355
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EXECUTIVE DIRECTOR
    2400 CONSISTORY COURT
    Grand Junction,CO815012009
    (970) 209-0946
    bThe form in which applications should be submitted and information and materials they should include:
    Applicants must submit the following informatio, along with the application form 1. a personal letter including goals and objectives for the future, why the applicant is asking for financial assistance, and why the applicant should be selected; 2. Transcripts coving the entire high school career; 3. A letter of acceptance from the institution of higher learning; 4. a copy of the FAFSA report; 5. F
    cAny submission deadlines:
    MAR 15T OF YEAR REQUESTED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Scholarships are only available to graduationg seniors in public schools in Colorado who have been accepted at, and will attendm, an intitution of higher learning in Colorado. there is no advantage give to any race, creed, sex, national orgin or masonic relationship. All awards paid directly college
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADAMS STATE UNIVERSITY
    208 EDGEMONT BLVD
    Aurora,CO80012     		NONE NC EDUCATION 21,000
    COLORADO CHRISTIAN UNIVERSITY
    8787 W ALAMEDA AVE
    Denver,CO80226     		NONE NC EDUCATION 7,000
    COLORADO COLLEGE
    14 EAST CACHE LA POUDRE ST
    Colorado Springs,CO80903     		NONE NC EDUCATION 7,000
    COLORADO MESA UNIVERSITY
    1100 NORTH AE
    Grand Junction,CO815013122     		NONE NC EDUCATION 28,000
    COLORADO NW COMMUNITY COLLEGE
    110 COLLEGE AVE
    Sterling,CO80751     		NONE NC EDUCATION 21,496
    COLORADO SCHOOL OF MINES
    1500 NORTH AVE
    Golden,CO80401     		NONE NC EDUCATION 56,000
    COLORADO STATE UNIVERSTIY
    COLLEGE AVE
    Fort Collins,CO80523     		NONE NC EDUCATION 56,000
    COLORADO STATE UNIVERSITY GLOBAL
    COLLEGE AVE
    Fort Collins,CO80523     		NONE NC EDUCATION 3,500
    COLORADO STATE UNIVERSITY PUEBLO
    2200 BONFORTE BLVD
    Pueblo,CO810014901     		NONE NC EDUCATION 14,000
    FORT LEWIS COLLEGE
    1000 RIM DRIVE
    Durango,CO81301     		NONE NC EDUCATION 3,500
    METROPOLITAN STATE COLLEGE DENVER
    890 AURARIA PKWY
    Denver,CO80204     		NONE NC EDUCATION 3,500
    OTERO JUNIOR COLLEGE
    1802 COLORADO AVE
    La Junta,CO81050     		NONE NC EDUCATION 3,500
    REGIS UNIVERSITY
    3333 REGIS BLVD
    Denver,CO80222     		NONE NC EDUCATION 7,000
    UNIVERSITY OF NORTHERN COLORADO
    501 2ND STREET
    Denver,CO80208     		NONE NC EDUCATON 31,500
    UNIVERSTIY OF COLORADO BOULDER
    COLLEGE AVE
    Boulder,CO80308     		NONE NC EDUCATION 45,500
    UNIVERSITY OF COLORADO DENVER
    1250 14TH STREET
    Denver,CO80204     		NONE NC EDUCATION 7,000
    UNIVERSITY OF COLORADO COLO SPRINGS
    1420 AUSTIN BLUFF PKWY
    Colorado Springs,CO80904     		NONE NC EDUCATION 17,500
    UNIVERSITY OF DENVER
    2199 S UNIVERSITY BLVD
    Denver,CO80208     		NONE NC EDUCATION 10,500
    NEVADA LODGE 4
    2451 S MACON WAY
    Aurora,CO800141826     		NONE NC EDUCATIONAL GRANTS & BENEVOLENCE 2,800
    DENVER LODGE 5
    1614 WELTON STREET 505
    Denver,CO80202     		NONE NC BENEVOLENCE 500
    CENTRAL LODGE 6
    222 EUREKA ST
    Central City,CO80427     		NONE NC EDUCATIONAL GRANTS & BENEVOLENCE 14,050
    BLACKHAWK LODGE 11
    4625 MORRISON RD
    Morrison,CO80465     		NONE NC BENEVOLENCE 500
    EL PASO LODGE 13
    1150 PANORAMA DRIVE
    Colorado Springs,CO80904     		NONE NC EDUCATIONAL GRANTS & BENEVOLENCE 6,300
    COLUMBIA LODGE 14
    2205 BROADWAY
    Boulder,CO80305     		NONE NC BENEVOLENCE 1,000
    MOUNT MORIAH LODGE 15
    114 S SIXTH STREET
    Canon City,CO81212     		NONE NC EDUCATIONAL GRANT 1,000
    PUEBLO LODGE 17
    126 BROADWAY
    Pueblo,CO81006     		NONE NC BENEVOLENCE 12,450
    ST VRAIN LODGE 24
    312 MAIN ST
    Longmont,CO805034099     		NONE NC EDUCATIONAL GRANTS & BENEVOLENCE 3,500
    TRINIDAD 28
    132 EAST MAIN STREET
    Model,CO81059     		NONE NC BENEVOLENCE 3,000
    KING SOLOMON LODGE 30
    411 NORTH MAIN
    Las Animas,CO81054     		NONE NC VENEVOLENCE 500
    CRYSTAL LAKE LODGE 34
    215 SILVER STREET
    Lake City,CO81235     		NONE NC BENEVOLENCE 5,000
    CORINTHIAN LODGE 35
    619 HARRISON AVE
    Leadville,CO80461     		NONE NC EDUCATIONAL GRANT 500
    SILVER CLIFF LODGE 38
    305 12 MAIN STREET
    Salida,CO81201     		NONE NC EDUCATIONAL GRANT 500
    GUNNISON VALLEY LODGE 39
    122 NORTH IOWA STREET
    Gunnison,CO81230     		NONE NC EDUCATIONAL GRANT 500
    BRECKENRIDGE LODGE 47
    15992 HIGHWAY 9 NORTH
    Breckenridge,CO80424     		NONE NC EDUCATIONAL GRANT 500
    MESA LODGE 55
    2400 CONSISTORY COURT
    Grand Junction,CO81502     		NONE NC EDUCATIONAL GRANT & BENEVOLENCE 1,500
    SALIDA LODGE 57
    140 WEST 3RD ST
    Salida,CO81201     		NONE NC EDUCATIONAL GRANT 500
    LE VETA LODGE 99
    136 EAST FIELD ST
    La Veta,CO81055     		NONE NC EDUCATIONAL GRANT 250
    MONTROSE LODGE 63
    187 ROAS LANE
    Montrose,CO81403     		NONE NC EDUCATIONAL GRANT 1,000
    EUREKA LODGE 66
    387 MAIN STREET
    Penrose,CO81240     		NONE NC EDUCATIONAL GRANT 500
    MANITOU SPRINGS LODGE 68
    455 EL PASO BLVD
    Colorado Springs,CO80908     		NONE NC EDCATIONAL GRANT & BENEVOLENCE 4,130
    WRAY LODGE 71
    416 12 ADAMS STREET
    Idalia,CO80735     		NONE NC BENEVOLENCE 3,350
    GRANADA LODGE 72
    204 SOUTH MAIN STREET
    Granada,CO81041     		NONE NC EDUCATIONAL GRANT 500
    MONTE VISA LODGE 73
    24 BATTERSON
    Monte Vista,CO81144     		NONE NC EDUCATIONAL GRANT 250
    AKRON LODGE 74
    201 WEST 2ND STREET
    Akron,CO80720     		NONE NC EDUCATIONAL GRANT 500
    COLORADO SPRINGS LODGE 76
    364 7TH STREET
    Colorado Springs,CO80916     		NONE NC BENEVOLENCE 11,900
    BRIGHTON LODGE 78
    30 SOUTH 7TH AVE
    Brighton,CO80601     		NONE NC BENEVOLENCE 7,950
    RIO BLANCO 80
    64 7TH STREET
    Meeker,CO81641     		NONE NC EDUCATIONAL GRANT 1,000
    CENTENNIAL LODGE 84
    1420 VANCE STREET 101
    Littleton,CO80122     		NONE NC BENEVOLENCE 14,000
    HIGHLANS LODGE 86
    3550 S FEDERAL BLVD
    Denver,CO80211     		NONE NC BENEVOLENCE 1,500
    LAMAR LODGE 90
    219 12 SOUTH MAIN STREET
    Lamar,CO81052     		NONE NC EDUCATIONAL GRANT 1,000
    SILVER STATE LODGE 95
    126 BROADWAY
    Pueblo,CO81007     		NONE NC BENEVOLENCE 21,400
    FREMONT LODGE 97
    111 N SANTA FE
    Florence,CO81226     		NONE NC EDUCATIONAL GRANT 500
    MOUNT LAMBORN LODGE 102
    2962 HWY 92
    Hotchkiss,CO81419     		NONE NC EDUCATIONAL GRANT 500
    TEJON LODGE 104
    1150 PANORAMA DRIVE
    Colorado Springs,CO80904     		NONE NC EDUCATIONAL GRANT 500
    DEL NORTE LODGE 105
    598 SPRUCE STREE
    Del Norte,CO81132     		NONE NC EDUCATIONAL GRANT 500
    KIOWA LODGE 116
    304 PAWNEE
    Elizabeth,CO80107     		NONE NC EDUCATIONAL LODGE 500
    ELK MOUNTAIN LODGE 118
    111 8TH STREET
    Steamboat Springs,CO80487     		NONE NC EDUCATIONAL GRANT 1,000
    LUPTON LODGE 119
    130 DENVER AVE
    Evans,CO80620     		NONE NC BENEVOLENCE 15,000
    FRUITA MASONIC LODGE 120
    106 NORTH MULBERRY ST
    Grand Junction,CO81502     		NONE NC EDUCATIONAL GRANT 500
    PAONIA LODGE 121
    223 12 GRAND AVE
    Paonia,CO81428     		NONE NC EDUCATIONAL GRAND 500
    CASTLE LODGE 122
    130 EAST 3RD STREET
    Avon,CO81620     		NONE NC BENEVOLENCE 8,400
    BRUSH LODGE 123
    301 CARSON DR
    Brush,CO80723     		NONE NC EDUCATIONAL GRANT 500
    RIFLE LODGE 129
    1122 EVERGREEN DR
    Rifle,CO81650     		NONE NC EDUCATIONAL GRANT 500
    LIBERTY LODGE 134
    1614 WELTON ST
    Denver,CO80221     		NONE NC BENEVOLENCE 51,600
    ECKERT LODGE 136
    10353 2150 RD
    Eckert,CO81418     		NONE NC EDUCATIONAL GRANT 500
    LINCOLN LODGE 146
    215 E AVE
    Limon,CO80828     		NONE NC EDUCATIONAL GRANT 500
    BYERS LODGE 152
    310 FRONT ST
    Denver,CO80207     		NONE NC EDUCATIONAL GRANT 500
    DOUGLAS LODGE 153
    3RD WILCOX STREET
    Castle Rock,CO80104     		NONE NC EDUCATIONAL GRANT 500
    OLATHE LODGE 157
    315 5TH STREET
    Montrose,CO81401     		NONE NC BENEVOLENCE 3,000
    RAMAH LODGE 165
    2 SOUTH COMMERCIAL STREET
    Colorado Springs,CO80917     		NONE NC BENEVOLENCE 15,600
    EGERIA LODGE 167
    49 WEST 1ST STREET
    Yampa,CO80483     		NONE NC EDUCATIONAL GRANT 250
    JACQUES DEMOLAY 171
    1370 GRANT STREET
    Denver,CO80220     		NONE NC BENEVOLENCE 1,500
    GRAND JUNCTION LODGE 173
    2400 CONSISTORY COURT
    Grand Junction,CO81501     		NONE NC BENEVOLENCE 14,900
    REVELATION LODGE 180
    1600 FLORENCE STREET
    Aurora,CO80013     		NONE NC EDUCATIONAL GRANT 500
    MOSAIC LODGE 184
    2255 LAKE AVE
    Estes Park,CO80517     		NONE NC EDUCATIONAL GRANT & BENEVOLENCE 4,700
    UTE PASS LODGE 188
    205 NORTH PARK STREET
    Colorado Springs,CO80905     		NONE NC EDUCATIONAL GRANTE 500
    CENTURY LODGE 190
    2532 9TH AVE
    Gilcrest,CO80623     		NONE NC BENEVOLENCE 27,302
    FOUNTAIN VALLEY LODGE 191
    509 NORTH MAIN STREET
    Colorado Springs,CO80915     		NONE NC BENEVOLENCE 7,200
    FIDELITY LODGE 192
    225 WEST OAK STREET
    Loveland,CO80537     		NONE NC EDUCATIONAL GRANTS 500
    NORTHGLEEN LODGE 194
    2255 LAKE AVE
    Brighton,CO80603     		NONE NC EDUCATIONAL GRANT 500
    LONGS PEAK LODGE 197
    4350 SOUTH COUNTY ROAD 15 H
    Loveland,CO80537     		NONE NC EDUCATIONAL GRANT 500
    PUEBLO COMMUNITY COLLEGE
    900 W OMAR STREET
    Pueblo,CO81004     		NONE NC EDUCATIONAL 3,000
    AIMS COMMUNITY COLLEGE
    5401 W 20TH STR
    Greeley,CO80634     		NONE NC EDUCATIONAL 3,000
    LAMAR COMMUNITY COLLEGE
    2401 SOUTH MAIN STR
    Lamar,CO81052     		NONE NC EDUCATIONAL 3,000
    Total .................................bullet 3a 635,778
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14    
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16    
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18    
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPROMISSORY NOTE     01    
    bMISCELLANOUS INCOME     01    
    cREIMB SCHOLARSHIPS     01    
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13  
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
     
    Employer identification number

    84-0406813
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
          		Employer identification number

    84-0406813
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    AF AND AM GRAND LODGE OF COLORADO  
    1130 PANAROMA DRIVE
     
    Colorado Springs, CO80904

    		$23,625


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    J J AMENT  
    1223 Str
     
    Littleton, CO80120

    		$15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
          		Employer identification number

    84-0406813
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
          		Employer identification number

    84-0406813
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

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    TY 2013 DepreciationSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    CALCULATOR - SHARP 1983-09-01 156 156 A 5 0 0 0  
    OFFICE CHAIR 1983-10-01 238 238 A 5 0 0 0  
    FILING CABINETS 1984-02-01 173 173 A 5 0 0 0  
    COFFEE MAKER & STAND 1985-06-01 114 114 A 5 0 0 0  
    SPEAKER PHONE 1986-10-01 117 117 A 5 0 0 0  
    COMPUTER DESKS AND CHAIR 1986-12-01 759 759 A 5 0 0 0  
    COMPUTER PRINTER & RELATED ACCESSORIES 1987-01-01 1,380 1,380 M 5 0 0 0  
    COMPUTER SOFTWARE 1987-01-01 1,638 1,638 M 5 0 0 0  
    COMPUTER 1992-10-01 3,170 3,170 M 5 0 0 0  
    COPIER 1983-08-01 2,336 2,336 M 5 0 0 0  
    FAX MACHINE 1994-01-01 352 352 M 5 0 0 0  
    IBM SELECTRIC II TYPEWRITER 1994-07-27 320 320 M 5 0 0 0  
    GRAY HIGHBACK CHAIR 1997-04-04 322 322 M 7 0 0 0  
    COMPUTER WITH SOFTWARE 1997-10-10 2,284 2,284 M 5 0 0 0  
    COMPUTER & SOFTWARE 2004-11-27 3,505 3,505 M 5 0 0 0  
    NEAT SCANNER 2013-12-24 401 0 SL 3 67 0 0  
    HP LAPTOP 2014-04-08 646 0 SL 3 108 0 0  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOMESTIC CORPORATE STOCKS 9,232,624 0

    TY 2013 InvestmentsLandSchedule2
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND BUILDINGS AND EQUIPMENT 17,911 17,038 873 0

    TY 2013 InvestmentsOtherSchedule2
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REAL ESTATE GROUND LEASE   56,296 0
    REAL ESTATE CEMETERY   56,700 0
    ADAMS COUNTY FARM   524,160 0

    TY 2013 OtherExpensesSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHOLARSHIP PROGRAM EXPENSE 7,148 0 0 7,148
    INVESTMENT FEES 27,653 27,653 0 27,653
    ADAMS COUNTY FARM EXPENSE 5,127 0 0 5,127
    COMPUTER AND INTERNET 4,324 0 0 4,324
    EXECUTIVE SECRETARY EXPENSE 10,874 0 0 10,874
    INSURANCE 1,017 0 0 1,014
    MISCELLANEOUS 1,866 0 0 1,866
    OFFICE SUPPLIES 1,626 0 0 1,626
    POSTAGE 224 0 0 224
    PRINTING 145 0 0 145
    TELEPHONE AND INTERNET 1,081 0 0 1,081


    TY 2013 OtherIncomeSchedule2
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SCHOLARSHIP REFUNDS 250 0 0
    OTHER INCOME 2,800 0 0


    TY 2013 OtherIncreasesSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Description Amount
    UNREALIZED GAINS 601,968


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    TY 2013 OtherNotesLoansRcvblLongSch
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    KATHLENE KELLER SERVICE PROVIDER 75,000 71,400 2012-09 2025-08 100 PER MONTH 0 % NONE PREPAYMENT OF OVERPAYMENT OF BOOKKEEPING SERVICES NONE 0

    TY 2013 OtherProfessionalFeesSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 0 0 0 13,000


    TY 2013 TaxesSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 0 0 0 2,420
    PAYROLL TAXES 0 0 0 6,694