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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
COLORADO MASONS BENEVOLENT FUND ASSOCIATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1370 GRANT STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Denver, CO80203
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$9,004,584J 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).............. 68,620
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities......   122,732  
5a Gross rents.............. 16,019    
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 161,766
b Gross sales price for all assets on line 6a 784,623
7 Capital gain net income (from Part IV, line 2)... 161,766
8 Net short-term capital gain.........  
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 6,707    
12 Total. Add lines 1 through 11........ 253,112 284,498  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,000     27,000
14 Other employee salaries and wages...... 13,875     13,875
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     17,074
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 0     8,289
19 Depreciation (attach schedule) and depletion... Click to see attachment 482    
20 Occupancy.............. 3,325     3,325
21 Travel, conferences, and meetings....... 1,329     1,329
22 Printing and publications.......... 314     314
23 Other expenses (attach schedule)....... Click to see attachment 0     88,149
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,325 0   159,355
25 Contributions, gifts, grants paid........ 635,100 635,100
26 Total expenses and disbursements. Add lines 24 and 25 681,425 0   794,455
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -428,313
b Net investment income (if negative, enter -0-) 284,498
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 161,342   131,521
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet18,155
Less: allowance for doubtful accounts bullet     18,155  
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...........   4,754  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 9,232,624 Click to see attachment8,233,797 8,233,797
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 637,056 Click to see attachment637,056 637,056
14 Land, buildings, and equipment: basis bullet1,447
Less: accumulated depreciation (attach schedule) bullet724   723  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,033,232 8,965,885 9,004,584
Liabilities 17 Accounts payable and accrued expenses..........   814
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).......... 0 814
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 10,016,262 8,923,698
25 Temporarily restricted................ 16,970 41,373
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 instructions)...... 10,033,232 8,965,071
31 Total liabilities and net assets/fund balances (see instructions).. 10,033,232 8,965,885
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 10,033,232
2 Enter amount from Part I, line 27a..................... 2 -428,313
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,604,919
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 639,848
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,965,071
Form 990-PF (2014)
Form 990-PF (2014)
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 2015-10-31
b INVESCO ENERGY FUND-INVESTOR CLASS P 2013-11-01 2015-10-31
c GOVT NATL MTG ASSN II POOL P 2013-11-01 2015-10-31
d
e
(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 549,930   482,134 67,796
b 182,798   134,809 47,989
c 51,895   5,914 45,981
d
e
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       67,796
b       47,989
c       45,981
d
e
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 2 161,766
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  
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 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))
2013 1,567,845 9,700,642 0.161623
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
2 Total of line 1, column (d) ...................... 2 0.592308
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 0.118462
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 8,867,338
5 Multiply line 4 by line 3....................... 5 1,050,443
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,845
7 Add lines 5 and 6......................... 7 1,053,288
8 Enter qualifying distributions from Part XII, line 4.............. 8 794,455
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 (2014)
Form 990-PF (2014)
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 5,690
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 5,690
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 5,690
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 4,754
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 4,754
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 9 936
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 2015 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletWAYNE ARNER Telephone no.bullet (303) 807-9216
    Located atbullet7534 REED STREETArvadaCO ZIP+4bullet80003
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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
     
    No
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    CLAUD DUTRO PRESIDENT
    10.00     		0 0 0
    10205 E ABERDEEN AVE
    Englewood,CO801115465
    RONALD BIRELY VICE PRESIDENT
    5.00     		0 0 0
    8232 S BALSAM CT
    Littleton,CO80128
    RALPH E HARDY SECRETARY
    5.00     		0 0 0
    12379 E LASALLE PLACE
    Aurora,CO80014
    WAYNE ARNER TREASURER
    5.00     		0 0 0
    7534 REED STREET
    Arvada,CO80003
    MARVIN FELDMAN ASSISTANT SECRETARY
    5.00     		0 0 0
    4015 S ROSLYN STREET
    Denver,CO80237
    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 SOCHOLARSHIP AWARDS AND STUDENT LOANS TO INDIVIDUAL STUDENTS ATTENDING CO COLL 635,100
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    8,233,797
    b
    Average of monthly cash balances.......................
    1b
    131,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    637,056
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,002,374
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,002,374
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    135,036
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,867,338
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    443,367
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    443,367
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    5,690
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,690
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    437,677
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    437,677
    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
    437,677
    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
    794,455
    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
    794,455
    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
    794,455
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 437,677
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 344,118
    b From 2010....... 337,039
    c From 2011....... 337,216
    d From 2012....... 1,408,969
    e From 2013....... 282,618
    fTotal of lines 3a through e......... 2,709,960
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 794,455
    a Applied to 2013, 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 2014 distributable amount..... 437,677
    e Remaining amount distributed out of corpus 356,778
    5 Excess distributions carryover applied to 2014.    
    (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 3,066,738
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		344,118
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		2,722,620
    10 Analysis of line 9:
    a Excess from 2010.... 337,039
    b Excess from 2011.... 337,216
    c Excess from 2012.... 1,408,969
    d Excess from 2013.... 282,618
    e Excess from 2014.... 356,778
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
    0   485,032   485,032
    b 85% of line 2a .........     412,277   412,277
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		794,455       794,455
    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 ....     		794,455       794,455
    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...     		295,578       295,578
    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:
    BOARD OF TRUSTEES
    1370 GRANT STREET
    Denver,CO80203
    (303) 807-9216
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATANTS MUST SUBMIT THE FOLLOWING INFORMATION, 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 SHOULS BE SELECTED; 2. TRANSCRIPTS COVERING THE ENTIRE HIGH SCHOOL CAREERL; 3. A LETTER OF ACCEPTANCE FROM THE INSTITUTION OF HIGHER LEARNING; 4. A COPY OF THE FAFAS REPORT
    cAny submission deadlines:
    MARCH 1ST OF YEAR REQUEST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIP ARE ONLY AVAILABLE TO GRADUATING SENIORS IN PUBLIC SCHOOLS IN COLORADO WHO HAVE BEEN ACCEPTED AT, AND WILL ATTEND AND INSTITUTION OF HIGHER LEARNING IN COLORADO. THERS IS NO ADVANTAGE GIVEN TO ANY RACE, CREED, SEX, NATIONAL ORGIN OR MASONIC RELATRIONSHIP. ALL AWARDS PAID DIRECTLY COLLEG
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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 EDUCATIONS 14,000
    COLORADO COLLEGE
    14 EAST CACHE LA POUDRE ST
    Colorado Springs,CO80903     		NONE NC EDUCATION 7,000
    COLORADO CHRISTIAN UNIVERSITY
    8787 W ALAMEDA AVE
    Denver,CO80226     		NONE NC EDUCATION 7,000
    COLORADO MESA UNIVERSITY
    1100 NORTH AVE
    Grand Junction,CO815013122     		NONE NC EDUCATION 34,500
    COLORADO NW COMMUNITY COLLEGE
    110 COLLEGE AVE
    Sterling,CO80751     		NONE NC EDUCATION 7,000
    COLORADO STATE UNIVERSITY
    COLLEGE AVE
    Fort Collins,CO80523     		NONE NC EDUCATION 62,500
    COLORADO STATE UNIVERSITY PUEBLO
    2200 BONFORTE BLVD
    Pueblo,CO810014901     		NONE NC EDUCATION 10,500
    UNIVERSITY OF DENVER
    2199 S UNIVERSITY BLVD
    Denver,CO80208     		NONE NC EDUCATION 7,000
    FORT LEWIS COLLEGE
    1000 RIM DRIE
    Durango,CO81301     		NONE NC EDUCATION 7,000
    COLORADO SCHOOL OF MINES
    1500 ILLINOIS ST
    Mason City,IA50401     		NONE NC EDUCATION 50,500
    OTERO JUNIOR COLLEGE
    1802 COLORADO AVE
    La Junta,CO81050     		NONE NC EDUCATION 3,500
    REGIS UNIVERSITY
    3333 REGIS BLVD
    Denver,CO80222     		NONE NC EDUCATION 8,500
    UNIVERSITY OF COLORADO BOULDER
    COLLEGE AVE
    Boulder,CO80308     		NONE NC EDUCATION 31,000
    UNIVERSITY OF COLORADO COLO SPRGS
    1420 AUSTIN BLUFF PKWY
    Colorado Springs,CO80904     		NONE NC EDUCATION 14,000
    UNIVERSITY OF COLORADO AT DENVER
    1600 BROADWAY
    Denver,CO80202     		NONE NC EDUCATION 3,500
    UNIVERSITY OF COLORADO AT BOULDER
    COLLEGE AVE
    Boulder,CO80308     		NONE NC EDUCATION 21,000
    UNIVERSITY OF NORTHERN COLORADO
    501 2ND AVE
    Greeley,CO80639     		NONE NC EDUCATION 14,000
    COLORADO NW COMMUNITY COLLEGE
    110 COLLEGE AVE
    Sterling,CO80751     		NONE NC EDUCATION 12,000
    COMMUNITY COLLEGE OF DENVER
    800 CURTIS STREET
    Denver,CO80204     		NONE NC EDUCATION 5,000
    PIKES PEAK COMMUNITY COLLEGE
    5675 S ACADEMY BLVD
    Colorado Springs,CO80906     		NONE NC EDUCATION 3,000
    PUEBLO COMMUNITY COLLEGE
    900 OMAN AVE
    Pueblo,CO81004     		NONE NC EDUCATION 9,000
    CENTRAL LODGE 6
    222 EUREKA ST
    Central City,CO80427     		NONE NC BENEVOLENCE 27,050
    GOLDEN CITY 1
    400 TENTH STREET
    Littleton,CO80120     		NONE NC EDUCATION GRANT 750
    BLACK HAWK 11
    4625 MORRISON RD
    Morrison,CO80465     		NONE NC EDUCATION GRANT 500
    EL PASO 13
    2708 N CASCADE
    Colorado Springs,CO80907     		NONE NC BENEVOLENCE 4,500
    PUEBLO LODGE 17
    126 BROADWAY
    Pueblo,CO81006     		NONE NC BENEVOLENCE 18,600
    IDAHO SPRINGS 26
    210 17TH STREET
    Idaho Springs,CO80452     		NONE NC EDUCATION GRANT 500
    CRYSTAL LAKE LODGE 34
    215 SILVER STREET
    Lake City,CO81235     		NONE NC BENEVOLENCE 7,600
    CORINTHIAN 35
    619 HARRISON AVE
    Leadville,CO80461     		NONE NC EDUCATION GRANT 500
    GUNNISON VALLEY LODGE 39
    122 NORTH IOWA ST
    Gunnison,CO81230     		NONE NC EDUCATION GRANT 500
    ALAMOSA LODGE 44
    512 SAN JUAN AVE
    Alamosa,CO81101     		NONE NC BENEVOLENCE 7,750
    BOULDER LODGE 45
    2205 BROADWAY
    Boulder,CO80301     		NONE NC EDUCATION GRANT 500
    BRECKENRIDE LODGE 47
    15992 HWY 9 NORTH
    Breckenridge,CO80424     		NONE NC EDUCATION GRANT 500
    STERLING LODGE 54
    198 SPRINGDALE ROAD
    Sterling,CO80751     		NONE NC EDUCATION GRANT 500
    MESA LODGE 55
    2400 CONSISTORY COURT
    Grand Junction,CO81502     		NONE NC EDUCATION GRANT 500
    SALIDA LODGE 57
    140 WEST 3RD ST
    Salida,CO81201     		NONE NC BENEVOLENCE 13,000
    LA VETA LODGE 59
    136 EAST FIELD ST
    La Veta,CO81055     		NONE NC EDUCATION GRANT 500
    MONTROSE LODGE 63
    187 ROSE LANE
    Montrose,CO81401     		NONE NC EDUCATION GRANT 500
    MANITOU SPRINGS LODGE 68
    455 EL PASO BLVD
    Colorado Springs,CO80908     		NONE NC BENEVOLENCE 3,300
    WRAY LODGE 71
    416 12 ADAMS STREET
    Wray,CO807580151     		NONE NC BENEVOLENCE 2,700
    MONTE VISTA LODGE 73
    24 SOUTH MAIN STREET
    Monte Vista,CO81144     		NONE NC EDCUATION GRANT 500
    AKRON LODGE 74
    201 WEST 2ND STREET
    Akron,CO80720     		NONE NC EDUCATION GRANT 500
    ST JOHNS LODGE 75
    1614 RATON AVE
    La Junta,CO810503421     		NONE NC BENEVOLENCE EDUCATON GRANT 4,633
    COLORADO SPRINGS LODGE 76
    364 7TH STREET
    Colorado Springs,CO80916     		NONE NC BENEVOLENCE 7,075
    BURLINGTONCHEYENE WELL LODGE 77
    212 14TH STREET
    Burlington,CO80807     		NONE NC EDUCATION GRANT 500
    BRIGHTON LODGE 78
    30 SOUTH 7TH AVE
    Brighton,CO80601     		NONE NC BENEVOLENCEEDUCATION GRANT 10,250
    RIO BLANCO LODGE 80
    64 TH STREET
    Meeker,CO81641     		NONE NC BENEVOLENCEEDUCATION GRANT 500
    CENTENNIAL LODGE 84
    1420 VANCE STREET 101
    Littleton,CO80122     		NONE NC BENEVOLENCE 2,922
    HIGHLANDS LODGE 86
    3350 S FEDERAL BLVD
    Denver,CO80211     		NONE NC BENEVOLENCE 125
    LAFAYETTE LODGE 91
    8890 W 49 PL
    Arvada,CO80002     		NONE NC EDUCATION GRANT 500
    AMETHYST LODGE 94
    131 N MAIN ST
    Creede,CO81130     		NONE NC EDUCATION GRANT 500
    SILVER STATE LODGE 95
    126 BROADWAY
    Pueblo,CO81007     		NONE NC BENEVOLENCE 12,100
    MOUNT LAMBORN LODGE 102
    2962 HWY 92
    Hotchkiss,CO81419     		NONE NC EDUCATION GRANT 250
    DEL NORTE LODGE 105
    598 SPRUCE STREET
    Del Norte,CO81132     		NONE NC BENEVOLENCE EDUCATION GRANT 5,500
    KIOWA LODGE 116
    304 PAWNEE
    Elizabeth,CO80107     		NONE NC BENEVOLENCE 1,000
    LUPTON LODGE 119
    130 DENVER AVE
    Evans,CO80620     		NONE NC BENEVOLENCE 15,650
    PAONIA LODGE 121
    223 12 GRAND AVE
    Paonia,CO81428     		NONE NC EDUCATION GRANT 500
    CASTLE LODGE 122
    130 EAST 3RD STREET
    Avon,CO81620     		NONE NC BENEVOLENCE 8,600
    PALISADE LODGE 125
    2400 CONSISTORY COURT
    Grand Junction,CO81504     		NONE NC EDUCATION GRANT 500
    RIFLE LODGE 129
    1122 EVERGREEN DR
    Rifle,CO81650     		NONE NC EDUCATI0N GRANT 500
    PAUL REVERE LODGE 130
    8151 BRADBURN DRIVE
    Arvada,CO80003     		NONE NC BENEVOLENCE 5,000
    LIBERTY LODGE 134
    1614 WELTON ST
    Denver,CO80221     		NONE NC BENEVOLENCE 54,320
    OLATHE LODGE 157
    315 5TH STREET
    Montrose,CO81401     		NONE NC BENEVOLENCE 500
    ECKERT LODGE 136
    10353 2150 RD
    Eckert,CO81418     		NONE NC EDUCATION GRANT 500
    LINCOLN LODGE 146
    215 E AVE
    Limon,CO80828     		NONE NC EDUCATION GRANT 500
    DOUGLAS LODGE 153
    3RD WILCOX STREET
    Castle Rock,CO80104     		NONE NC EDUCATION GRANT 500
    RAMAH LODGE 165
    2 SOUTH COMMERCIAL STREET
    Colorado Springs,CO80917     		NONE NC BENEVOLENCEEDUCATION GRANT 14,800
    EGERIA LODGE 167
    49 WEST 1ST STREET
    Yampa,CO80483     		NONE NC EDUCATION GRANT 500
    JACQUES DEMOLAY LODGE 171
    1370 GRANT STREET
    Denver,CO80220     		NONE NC BENEVOLENCE 1,375
    GRAND JUNCTION LODGE 173
    2400 CONSISTORY COURT
    Grand Junction,CO81501     		NONE NC BENEVOLENCEEDUCATION GRANT 13,700
    REVELATION LODGE 180
    1600 FLORENCE STREET
    Aurora,CO80013     		NONE NC EDUCATION GRANT 500
    MOSAIC LODGE 184
    2255 LAKE AVE
    Estes Park,CO80517     		NONE NC BENEVOLENCE 3,300
    CENTURY LODGE 190
    2532 9TH AVE
    Gilcrest,CO80623     		NONE NC BENEVOLENCE 20,150
    FOUNTAIN VALLEY LODGE 191
    509 NORTH MAIN STREET
    Colorado Springs,CO80915     		NONE NC BENEVOLENCE 16,600
    FIDELITY LODGE 192
    225 WEST OAK STREET
    Loveland,CO80537     		NONE NC EDUCATION GRANT 500
    NORTHGLEN LODGE 194
    2255 LAKE AVE
    Brighton,CO80603     		NONE NC EDUCATION LODGE 500
    CENTURION LODGE 195
    18275 FURROW ROAD
    Colorado Springs,CO80918     		NONE NC EDUCATION GRANT 500
    UNIVERSITY OF COLO COLLEGE COL SPRP
    1420 AUSTIN BLUFF WAY
    Colorado Springs,CO80904     		NONE NC EDUATIONS 7,000
    Total .................................bullet 3a 635,100
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISCELLANOUES INCOME 900099 6,707 01    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 6,707    
    13Total. Add line 12, columns (b), (d), and (e)..................
    136,707
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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 AM GRAND LODGE OF COLORADO  
    1130 OABARINA DRIVE
     
    Colorado Springs, CO80904

    		$17,700


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

    CAMPBELL FUND TURST  
    2850 QUARY LAKE DRIVE
     
    Baltimore, MD21209

    		$25,000


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
          		Employer identification number

    84-0406813
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

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    TY 2014 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
    NEAT SCANNER 2013-12-24 401 67 SL 3 134 0 0  
    HP LAPTOP 2014-04-08 646 108 SL 3 215 0 0  
    BROTHERS HL-8350 OCDW PRINTER 2013-12-24 400 67 SL 3 133 0 0  

    TY 2014 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 STOCK 8,233,797 8,233,797

    TY 2014 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
    CEMETERY LOTS   56,700 56,700
    REAL ESTATE GROUND LEASE   56,196 56,196
    ADAMS COUNTY FARM   524,160 524,160

    TY 2014 OtherDecreasesSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Description Amount
       


    TY 2014 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
    PAYROLL PROCESSING FEES 0 0 0 1,774
    ADAMS COUNTY FARM EXPENSE 0 0 0 3,730
    COMPUTER & INTERNET 0 0 0 1,842
    EXECUTIVE SECRETARY EXPENSES 0 0 0 8,396
    MISCELLANEOUS 0 0 0 238
    OFFICE SUPPLIES 0 0 0 1,006
    POSTAGE 0 0 0 157
    TELEPHONE 0 0 0 947
    INVESTMENT FEES 0 0 0 64,946
    SCHOLARSHIP PROGRAM EXPENSE 0 0 0 5,113


    TY 2014 OtherIncomeSchedule2
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOU INCOME 6,707 0 0


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 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
    KATHLEEN KELLER SERVICE PROVIDER 75,000 71,400 2012-09 2025-08 100 PER MONTH 0 % NONE PREPAYMENT OF OVER PAYMENT OF CONTRACED SERVICES 71400 71,400

    TY 2014 OtherProfessionalFeesSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL AUDIT FEES 0 0 0 17,074


    TY 2014 TaxesSchedule
    Name:
    COLORADO MASONS BENEVOLENT FUND ASSOCIATION
    EIN: 84-0406813
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 0 0 0 3,117
    FOREIGN TAXES 0 0 0 5,172