2023-09-06T11:53:08-04:00 2022-12-31 521373858 DELEON & STANG CPAS AND ADVISORS 150 S EAST ST STE 103 FREDERICK MD 217016175 990 2022-01-01 521664576 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDAION INC HOUS 2022323579 1733 16TH ST NW WASHINGTON DC 20009 WILLIAM G SIZEMORE II SECRETARY 2022323579 2023-06-01 true WILLIAM SIZEMORE XXX-XX-XXXX false CLINT LEHMAN CPA P00840525 3019489825 2023-08-18 2022 2023-04-26 12:10:37Z JAMES D COLE 1733 16TH ST WASHINGTON DC 20009 5363839 false X WWW.SCOTTISHRITE.ORG X 1990 VA TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE. CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS, AND DISASTER RELIEF. 4 2 0 75 0 5176866 3108684 0 634992 147286 10811 47876 5822669 3303846 0 0 1440143 1302523 0 876644 1497566 1483614 2937709 2786137 2884960 517709 31687828 29721624 3007339 1867676 28680489 27853948 X TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE LOCATED ON THE DISTRICT OF COLUMBIA REGISTER OF HISTORIC SITES, AND WHICH CONTAINS A 175,000 VOLUME HISTORIC PUBLIC LIBRARY, AS WELL AS NUMEROUS VALUABLE MASONIC MEMORABILIA IN ITS MUSEUM AREA. false false 1686651 MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS. 1686651 true true false false false false false false false true true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 3 0 true 0 false false false false false false false false false false false false X 4 2 false false false false false false false true true false false true true true true true true true true false AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X JORGE FRANCHI 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 JAMES D COLE PRESIDENT 12.00 28.00 X X 154805 361213 11237 WILLIAM G SIZEMORE II SECRETARY 12.00 28.00 X X 97551 227621 12705 JORGE FRANCHI CFO 5.40 34.60 X 35297 226159 36793 MATTHEW SZRAMOSKI DIR. OF DEVE 20.00 20.00 X 101643 101643 32372 JAMES C MORGAN MAJOR DONOR 20.00 20.00 X 55906 55906 4162 JEFFREY D LARSON TREASURER 2.00 3.00 X X 0 0 0 GARY L SISSEL ASSISTANT SE 2.00 3.00 X X 0 0 0 445202 972542 97269 2 false true false SHAPIRO & DUNCAN INC 14620 ROTHGEB DRIVE ROCKVILLE MD 20850 MECH CONTRACTOR 397965 L&E MERIDIAN 8000 CORPORATE COURT SPRINGFIELD VA 22153 PRINTERS 237195 RUFF ROOFING AND SHEET METAL 1420 KNECT AVENUE ARBUTUS MD 21227 CONSTRUCTION 234713 3 1876080 1232604 3108684 159942 159942 2047337 2059993 -12656 -12656 -12656 2376 2376 2376 OTHER INCOME 45500 45500 45500 3303846 2376 192786 X 389296 243991 145305 748670 469227 279443 26806 16801 10005 54894 34405 20489 82857 51931 30926 81183 81183 19345 19345 62314 62314 308961 4719 304242 64515 42905 21610 487228 487228 22357 22357 189649 189649 LOSS ON ASSET DISPOSAL 112642 112642 TRUST AND ANNUITY PAYMENT 60000 60000 DONOR RECOGNITION 42267 42267 SRJ PRODUCTION 33153 33153 2786137 1686651 222842 876644 1215465 317336 20130593 19547577 20130593 7985427 6898349 1066678 1056642 1872681 1318704 31687828 29721624 3007339 1867676 3007339 1867676 X 25784564 25439334 2895925 2414614 28680489 27853948 31687828 29721624 517709 -1344250 X false true X true false X 4318374 2560592 1061432 5176866 3108684 16225948 4318374 2560592 1061432 5176866 3108684 16225948 16225948 128753 205255 161630 158936 159942 814516 44500 44500 24983 26286 9700 60969 17145933 2376 0.94630 0.85890 X PART II, LINE 10 60,969 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1429223 -171474 1257749 1343912 182234 96923 1429223 1289347 129880 75315 1343912 1191586 183265 85504 1289347 144262 1136050 -88726 1191586 1.00000 false false 1970934 1970934 14991530 14991530 900358 900358 2267771 2267771 20130593 DUE TO SUPREME COUNCIL 1866301 DUE TO SRRS 1375 1867676 1897282 -1344250 -1344250 3241532 62314 62314 3303846 2723823 2723823 62314 62314 2786137 SCHEDULE D, PAGE 2, PART V, LINE 4 THE TEMPLE'S ENDOWMENT FUNDS CONSIST OF THE GEORGE AND MATSUE DEWESE HOUSE OF THE TEMPLE CHARITABLE FUND (THE DEWESE FUND) AND THE CHARLES JONES HOUSE OF THE TEMPLE ENDOWMENT FUND (THE JONES FUND). THE PURPOSE OF THE DEWESE FUND IS TO MAINTAIN AND PRESERVE THE HOUSE OF THE TEMPLE, INCLUDING ITS ARCHIVES, LIBRARY AND EXHIBITS; TO MODERNIZE AND IMPROVE THE BUILDING AND GROUNDS; TO ACQUIRE NEW MASONIC ARCHIVAL AND LIBRARY MATERIALS; TO UPDATE THE EXHIBITS; AND FOR SUCH OTHER SIMILAR PURPOSES OF THE HOUSE OF THE TEMPLE AS THE BOARD OF TRUSTEES MAY DETERMINE. UP TO 50% OF THE INVESTMENT INCOME OF THE DEWESE ENDOWMENT FUND EARNED AS OF THE LAST DAY OF THE CALENDAR YEAR MAY BE SPENT ANNUALLY FOR THE PRIMARY PURPOSE. THE JONES FUND WAS CREATED AS A PERMANENT ENDOWMENT FUND WHERE ONLY THE INVESTMENT INCOME IS AVAILABLE FOR ANNUAL SPENDING. ALL INVESTMENT INCOME IS CONSIDERED AVAILABLE FOR THE GENERAL USE AND BENEFIT OF THE HOUSE OF THE TEMPLE. false false false false false false false false false JAMES D COLE PRESIDENT 154805 361213 3371 7866 158176 369079 WILLIAM G SIZEMORE II SECRETARY 97323 227088 228 533 3563 8313 249 580 101363 236514 JORGE FRANCHI CFO 35194 225501 103 658 1352 8662 3615 23164 40264 257985 MATTHEW SZRAMOSKI DIR. OF DEVELOPMENT 101262 101262 381 381 3958 3958 12228 12228 117829 117829 SCHEDULE J, PART III PART I, LINE 3: THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY, A RELATED 501(C)(10) COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM STUDIES AND SURVEYS, AND APPROVAL BY THE BOARD AND/OR COMPENSATION ORGANIZATION, PROVIDES PERSONNEL ASSISTANCE. THE COUNCIL USES A 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION. FORM 990 - ORGANIZATION'S MISSION TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE LOCATED ON THE DISTRICT OF COLUMBIA REGISTER OF HISTORIC SITES, AND WHICH CONTAINS A 175,000 VOLUME HISTORIC PUBLIC LIBRARY, AS WELL AS NUMEROUS VALUABLE MASONIC MEMORABILIA IN ITS MUSEUM AREA. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE CHAIRMAN/TREASURER. THE FORM 990 WILL ALSO BE REVIEWED BY THE CHAIRMAN OF THE BOARD, THE EXECUTIVE DIRECTOR, AND THE CHIEF FINANCIAL OFFICER. THE FORM 990 WILL BE PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C ON AN ONGOING BASIS, THE ORGANIZATION REQUESTS ACKNOWLEDGEMENT FROM THE BOARD MEMBERS AS TO THE MEMBER'S COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH EMPLOYEE SHALL BE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THIS POLICY ALONG WITH ANY DISCLOSURE OF ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS DESCRIBED BELOW IS USED BY A RELATED ORGANIZATION, THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY. THE CHAIRMAN OF THE FINANCE COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES A RECOMMENDATION TO THE FULL FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B THE PROCESS DESCRIBED BELOW IS USED BY A RELATED ORGANIZATION, THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY. THE CHAIRMAN OF THE FINANCE COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES A RECOMMENDATION TO THE FULL FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 17 ILLINOIS, INDIANA, IOWA, KANSAS, KENTUCKY, LOUISIANA, MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, MINNESOTA, MISSISSIPPI, MISSOURI, MONTANA, NEBRASKA, NEVADA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, SOUTH DAKOTA, TENNESSEE, TEXAS, UTAH, VERMONT, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN, WYOMING FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 4,719 0 19,055 DIRECT MAIL CAMPAIGN 0 0 285,187 TOTAL 4,719 0 304,242 SUPREME COUNCIL 33 AASR OF FREEMASONRY SJ USA 1733 16TH STREET WASHINGTON DC 20009 530152875 FRATERNAL DC 501C10 N/A false THE SCOTTISH RITE FOUNDATION SJ USA INC 1733 16TH STREET WASHINGTON DC 20009 526054737 CHARITABLE DC 501C3 7 THE SC false false true true true true false false false false false false false false true true true true false false SCOTTISH RITE FOUNDATION C 1662774 BOOK VALUE SCOTTISH RITE FOUNDATION D 169186 BOOK VALUE SUPREME COUNCIL E 1866301 BOOK VALUE SUPREME COUNCIL O 1302522 BOOK VALUE SUPREME COUNCIL C 148262 BOOK VALUE