old records

Discussion in 'Masonic Jurisprudence' started by tomasball, Jun 9, 2011.

  1. tomasball

    tomasball Premium Member

    476
    23
    38
    Is there any written guidance anywhere on how long a lodge needs to keep old financial records? We have consolidated three lodges, and have inherited stuff like boxes of dues payment stubs from thirty years ago, electrical bills, etc.
     
  2. robert leachman

    robert leachman Registered User

    193
    0
    16
    Three years, at least, for tax purposes
    just a guess though
     
  3. Bill Lins

    Bill Lins Moderating Staff Staff Member

    4,303
    1,096
    183
    IIRC, the Grand Secretary issued some guidance about this a while back- you might want to check with him.
     
  4. cambridgemason

    cambridgemason Premium Member Premium Member

    119
    0
    16
    You may want to go through them before trashing old ones that no longer need to be kept. I do not know what Texas Grand Lodge recommends, but you may want to keep a few for history records. Such as events, purchase of jewels, regalia, etc.
     
  5. tomasball

    tomasball Premium Member

    476
    23
    38
    I'm grateful for people who are chiming in with their own advice on the matter, but I would really like to know if someone has seen printed material from the Grand Lodge of Texas addressing this. I've dropped a line to the Grand Sec.s office, but they appareently are too busy to respond.
     
  6. David Duke

    David Duke Premium Member

    187
    125
    63
    If I can find it, I have a list compiled by GL that shows how long certain records are to be kept, I'll look when I get home, hopefully I can find it.
     
  7. tomasball

    tomasball Premium Member

    476
    23
    38
    Exactly! Thank you! I hope you can find it. Thank you.
     
  8. David Duke

    David Duke Premium Member

    187
    125
    63
    Here is the sample from GL:
     

    Attached Files:

  9. tomasball

    tomasball Premium Member

    476
    23
    38
    That is SOOOO much what I needed! Thank you very much.
     
  10. Beathard

    Beathard Premium Member

    1,627
    18
    0
    Remember that there are also IRS regulations.
     

Share My Freemasonry