2021-10-28T10:28:18-05:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 521664576 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC HOUS 2022323579 1733 16TH STREET WASHINGTON DC 20009 WILLIAM G SIZEMORE II SECRETARY 2022323579 2021-10-19 1 WILLIAM SIZEMORE II 999009999 FREDERICK LONGWOOD P00439715 2022932200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES D COLE 1733 16TH STREET WASHINGTON DC 20009 4471808 0 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 3 0 75 0 0 2560592 1061432 0 0 746951 305040 39993 11199 3347536 1377671 1298 0 0 0 1385874 1466456 262452 0 761869 1204499 1310740 2854123 2777196 493413 -1399525 28500301 29120870 3059053 4139828 25441248 24981042 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. 0 0 1866196 3126 MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS. 1866196 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 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 THE ORGANIZATION 2022323579 1733 16TH STREET WASHINGTON DC 20009 JAMES D COLE PRESIDENT 12.00 28.00 X X 136353 318157 31289 WILLIAM G SIZEMORE II SECRETARY 12.00 28.00 X X 72409 168955 46651 JEFFREY D LARSON TREASURER 2.00 3.00 X X 0 0 0 GARY L SISSEL ASSISTANT SECRETARY 2.00 3.00 X X 0 0 0 JORGE FRANCHI CHIEF FINANCIAL OFFICER 5.40 34.60 X 26983 172891 48359 MATTHEW SZRAMOSKI DIRECTOR OF DEVELOPMENT 20.00 20.00 X 84185 84185 42586 SEAN GRAYSTONE SUPERINTENDENT OF THE TEMPLE 40.00 X 176262 0 17907 THOMAS BRODERICK MAJOR DONOR OFFICER 20.00 20.00 X 50676 50676 4902 JAMES MORGAN MAJOR DONOR OFFICER (SOUTHEAST) 20.00 20.00 X 50259 50259 4158 597127 845123 195852 2 0 1 0 SHAPIRO & DUNCAN INC 14620 ROTHGEB DRIVE ROCKVILLE MD 20850 230810 L&E MERIDIAN 8000 CORPORATE COURT SPRINGFIELD VA 22153 173011 EARLY CASSIDY & SCHILLING INC 15200 OMEGA DRIVE 100 ROCKVILLE MD 20850 INSURANCE 142843 GOETZ PRINTING COMPANY 7939 ANGUS COURT SPRINGFIELD VA 22153 134178 DPR CONSTRUCTION CO 11109 SUNSET HILLS RD SUITE 200 RESTON VA 20190 118657 5 785431 276001 1061432 161630 161630 3237547 3094137 143410 143410 143410 3126 0 3126 3126 OTHER INCOME 900099 8073 8073 8073 1377671 3126 0 313113 567508 404651 162857 749388 534337 215051 65387 46623 18764 32037 22843 9194 52136 37174 14962 23142 23142 15808 15808 50181 50181 253199 25676 227523 99737 24991 74746 537513 537513 11433 464 10969 197923 197923 TRUST & ANNUITY PAYMENT 60000 60000 SRJ PRODUCTION 34001 34001 DONOR RECOGNITION 27803 27803 2777196 1866196 149131 761869 138737 26724 19345906 0 18975895 19345906 6681308 7367235 1198012 858544 1506349 1522461 28500301 29120870 3059053 4139828 3059053 4139828 X 23029343 22276607 2411905 2704435 25441248 24981042 28500301 29120870 -1399525 939319 0 X X 0 1 X 1 0 X 3097773 2336053 4318374 2560592 1061432 13374224 3097773 2336053 4318374 2560592 1061432 13374224 899305 12474919 123569 147674 128753 205255 161630 766881 21984 94722 24983 26286 167975 14309080 66137 0.87180 0.86520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME ORIENT DINNERS CONTRACT GUARANTEE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1289347 129880 75315 1343912 1191586 183265 85504 1289347 144262 1136050 -88726 1191586 140552 18988 15278 144262 53280 85629 7677 6034 140552 0.00000 0.99050 0.00950 0 0 1970934 1970934 14206507 14206507 900358 900358 2268107 2268107 19345906 DUE FROM SRF 184449 ASSETS HELD UNDER CHARITABLE TRUST 1338012 1522461 DUE TO SUPREME COUNCIL 4115443 DUE TO SCOTTISH RITE RESEARCH SOCIETY 24385 4139828 2266809 939319 939319 1327490 50181 50181 1377671 2727015 0 2727015 50181 50181 2777196 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. 0 0 0 0 0 0 0 0 0 JAMES D COLE PRESIDENT 136353 318157 0 0 0 0 6822 15918 2865 6685 146040 340760 0 0 WILLIAM G SIZEMORE II SECRETARY 72409 168955 0 0 0 0 13650 31850 646 1506 86705 202311 0 0 JORGE FRANCHI CHIEF FINANCIAL OFFICER 26983 172891 0 0 0 0 3510 22490 3154 20206 33647 215587 0 0 MATTHEW SZRAMOSKI DIRECTOR OF DEVELOPMENT 84185 84185 0 0 0 0 11863 11863 9928 9928 105976 105976 0 0 SEAN GRAYSTONE SUPERINTENDENT OF THE TEMPLE 176262 0 0 0 0 0 9356 0 9522 0 195140 0 0 0 PART I, LINE 3 THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY, A RELATED 501(C)(10) ORGANIZATION, PROVIDES PERSONNEL ASSISTANCE. THE COUNCIL USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION STUDIES AND SURVEYS, AND APPROVAL BY THE BOARD AND/OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 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 OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES A RECOMMENDATION TO THE FULL FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1 THE FOUNDATION PREPARES ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING RATHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. CONSEQUENTLY, CERTAIN REVENUE IS RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED OR PROMISED AND EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. ASSETS AND LIABILITIES ARISING FROM TRANSACTIONS THAT ARE ALSO RECORDED INCLUDE: (1) AMOUNTS RECEIVABLE FROM OR PAYABLES TO AFFILIATES, (2) ASSETS HELD FOR ANNUITIES OR UNDER TRUST, AND (3) THE COST (OR FAIR VALUE AT THE DATE OF DONATION) OF PROPERTY AND EQUIPMENT. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. SUPREME COUNCIL 33 AASR OF FREEMASONRY SJ USA 1733 16TH STREET WASHINGTON DC 20009 530152875 FRATERNAL ORGANIZATION DC 501(C)(10) 0 THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC 1733 16TH STREET WASHINGTON DC 20009 526054737 CHARITABLE ORGANIZATION DC 501(C)(3) 170(B)(1)(A)(VI) THE SUPREME COUNCIL 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 SCOTTISH RITE FOUNDATION (SJ) C 681471 BOOK VALUE SUPREME COUNCIL C 103960 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) D 184539 BOOK VALUE SUPREME COUNCIL E 4115443 BOOK VALUE SUPREME COUNCIL O 1466456 BOOK VALUE