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ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA (EIN 53-0152875)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-21
IRS object ID
202542949349300524
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-21T10:17:37-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521373858PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELEON & STANG CPAS AND ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 S EAST ST STE 103AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP217016175ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530152875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SUPREME COUNCIL 33 ANC&ACCEPTEDBusinessNameLine1Txt
Business Name Line2SCOTTISH RITE OF FREEMASONRY S JRBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSUPRBusinessNameControlTxt
Phone2022323579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM G SIZEMORE IIPersonNm
Person TitleGRAND EXEC DIRECTORPersonTitleTxt
Phone2022323579PhoneNum
Signature2025-07-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCLINT LEHMAN CPAPreparerPersonNm
PTINP00840525PTIN
Phone3012507400PhoneNum
Preparation2025-10-20PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES D COLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,281,331GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.SCOTTISHRITE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1896FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionDOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee55TotalEmployeeCnt
Total Volunteers305TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$270PYContributionsGrantsAmt
CY Contributions Grants$185CYContributionsGrantsAmt
PY Program Service Revenue$3,224,786PYProgramServiceRevenueAmt
CY Program Service Revenue$3,904,237CYProgramServiceRevenueAmt
PY Investment Income$690,613PYInvestmentIncomeAmt
CY Investment Income$574,354CYInvestmentIncomeAmt
PY Other Revenue$1,306,089PYOtherRevenueAmt
CY Other Revenue$1,182,995CYOtherRevenueAmt
PY Total Revenue$5,221,758PYTotalRevenueAmt
CY Total Revenue$5,661,771CYTotalRevenueAmt
PY Grants And Similar Paid$551,264PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$967,337CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,921,218PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,793,464CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,123,455PYOtherExpensesAmt
CY Other Expenses$2,193,354CYOtherExpensesAmt
PY Total Expenses$6,595,937PYTotalExpensesAmt
CY Total Expenses$5,954,155CYTotalExpensesAmt
PY Revenues Less Expenses-$1,374,179PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$292,384CYRevenuesLessExpensesAmt
Total Assets BOY$26,849,255TotalAssetsBOYAmt
Total Assets EOY$28,592,089TotalAssetsEOYAmt
Total Liabilities BOY$1,454,054TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,642,594TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,395,201NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,949,495NetAssetsOrFundBalancesEOYAmt
MissionDOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS AND JOURNALS COVERING AREAS SUCH AS BROTHERHOOD, FREEDOM, AND SERVICE TO MANKIND.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescCHARITABLE PROGRAMS INCLUDING THE CHILDHOOD LANGUAGE DISORDER PROGRAM.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee55EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJORGE FRANCHIPersonNm
Phone2022323579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES D COLE
SOVEREIGN GR20.0020.00Yes (X)Yes (X)$278,684$278,684$14,108
WILLIAM G SIZEMORE II
GRAND EXEC D20.0020.00Yes (X)$180,111$180,111$38,238
JORGE FRANCHI
CFO28.0012.00Yes (X)$207,946$89,119$59,119
DEAN ALBAN
DIR. OF MEMB40.00$209,222$0$45,384Yes (X)
ARTURO DEHOYOS
GRAND ARCHIV40.00$199,438$0$45,534Yes (X)
TAMERA FANNIN
DIR. OF DATA40.00$127,815$0$25,997Yes (X)
ELIZABETH MCCARTHY
DIR STRATEGI40.00$127,796$0$21,178Yes (X)
RICHARD THURFIELD
ASSOC DIR ME40.00$114,567$0$7,471Yes (X)
JOE R MANNING JR
LT. GRAND CO3.00Yes (X)Yes (X)$0$0$0
LEONARD PRODEN
GRAND PRIOR3.00Yes (X)Yes (X)$0$0$0
ROBERT W COCKERHAM
GRAND CHANCE3.00Yes (X)Yes (X)$0$0$0
JOE C HARRISON
GRAND MIN. O3.00Yes (X)Yes (X)$0$0$0
GARY L SISSEL
GRAND SECRET1.004.00Yes (X)Yes (X)$0$0$0
JEFFREY D LARSON
GRAND TREASU1.004.00Yes (X)Yes (X)$0$0$0
MARLIN L MILLS
GRAND ALMONE3.00Yes (X)Yes (X)$0$0$0
DAVID O MARTINEZ
GRAND ORATOR3.00Yes (X)Yes (X)$0$0$0
FRANK C BAKER
GRND MASTER3.00Yes (X)Yes (X)$0$0$0
JOSEPH ALEXANDER
GRAND CHAMBE3.00Yes (X)Yes (X)$0$0$0
TONY R KRALL
GRAND STNDAR3.00Yes (X)Yes (X)$0$0$0
MICHAEL L WIGGINS
GRAND SWORD3.00Yes (X)Yes (X)$0$0$0
BILLY W SLOAN
GRAND HERALD3.00Yes (X)$0$0$0
ALAN W ADKINS
TRUSTEE3.00Yes (X)$0$0$0
TERRY L BOWMAN
TRUSTEE3.00Yes (X)$0$0$0
TEDDY C COLLINS
TRUSTEE3.00Yes (X)$0$0$0
C JAMES GRAHAM
TRUSTEE3.00Yes (X)$0$0$0
RICHARD G HOOVER
TRUSTEE3.00Yes (X)$0$0$0
JOSE R LOPEZ-RIVERA
TRUSTEE3.00Yes (X)$0$0$0
FRANK LOUI
TRUSTEE3.00Yes (X)$0$0$0
DAVID L NIELSEN
TRUSTEE3.00Yes (X)$0$0$0
RICHARD B SMITH
TRUSTEE3.00Yes (X)$0$0$0
WESLEY D THORNTON
TRUSTEE3.00Yes (X)$0$0$0
ROBERT BRADSHAW
TRUSTEE3.00Yes (X)$0$0$0
ARNOLD GENE COBB
TRUSTEE3.00Yes (X)$0$0$0
ANDREW GEISER
TRUSTEE3.00Yes (X)$0$0$0
DALE SANDSTROM
TRUSTEE3.00Yes (X)$0$0$0
BILLY SLOAN
TRUSTEE3.00Yes (X)$0$0$0
DANIEL WELLENDORF
TRUSTEE3.00Yes (X)$0$0$0
JOHN BARNETT
TRUSTEE3.00Yes (X)$0$0$0
MICHAEL BROOM
TRUSTEE3.00Yes (X)$0$0$0
KARL HINKLE
TRUSTEE3.00Yes (X)$0$0$0
RANDALL JAGER
TRUSTEE3.00Yes (X)$0$0$0
RICHARD KOMRAUS
TRUSTEE3.00Yes (X)$0$0$0
ROGER NELSON
TRUSTEE3.00Yes (X)$0$0$0
NROMAN PIN
TRUSTEE3.00Yes (X)$0$0$0
WARREN RENSNER
TRUSTEE3.00Yes (X)$0$0$0
DONALD SMITH
TRUSTEE3.00Yes (X)$0$0$0
COL JMICHAEL TAYLOR
TRUSTEE3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,445,579TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$547,914TotReportableCompRltdOrgAmt
Total Other Compensation$257,029TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DC HEALTH LINK
PO BOX 97022WASHINGTONDC20090HEALTH INSUR.$369,076
ROYLE PRINTING
745 S BIRD STREETSUN PRAIRIEWI53590MAG. PRINTING$282,290
MJO SERVICES LLC
110 BUSINESS PARKWAY SOUTHWESTIMINSTERMD21159PRINTING$170,076
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$185AllOtherContributionsAmt
Total Contributions$185TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBER DUES900099$3,683,004$3,683,004
MASONIC MERCHANDISE900099$154,305$154,305
MEETINGS AND REUNIONS900099$48,115$48,115
SCOTTISH RITE JOURNAL511120$18,813$18,813
FieldValueIRS element (for citing)
Total Program Service Revenue$3,904,237TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$532,183TotalRevenueColumnAmt
Exclusion$532,183ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,518TotalRevenueColumnAmt
Exclusion$48,518ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$918,319RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$918,319RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$918,319TotalRevenueColumnAmt
Exclusion$918,319ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,661,731SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,619,560SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$42,171SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,171TotalRevenueColumnAmt
Exclusion$42,171ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
VALLEY SERVICES900099$146,593$146,593
SENTINEL PROGRAM900099$42,331$42,331
OTHER INCOME900099$27,234$27,234
FieldValueIRS element (for citing)
Other Revenue Total$216,158OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,661,771TotalRevenueColumnAmt
Related Or Exempt Func Income$4,093,161RelatedOrExemptFuncIncomeAmt
Exclusion$1,568,425ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$967,337TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,270,584TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$155,935TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$205,115TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$161,830TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,553TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,242TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$115,869TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$183,953TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$165,953TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$211,783TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$411,525TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,139TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$81,864TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
SRJ PRODUCTION$404,692
EDUCATION ACTIVITIES$226,272
MASONIC SUPPLIES$166,726
PRINTING AND PRODUCTION$164,770

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,013TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,954,155TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$893,764BOYAmt
EOY$2,032,647EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$125,637LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$65,637BOYAmt
EOY$125,637EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,496,389BOYAmt
EOY$22,602,214EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,648,984BOYAmt
EOY$2,210,005EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,744,481BOYAmt
EOY$1,621,586EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,849,255BOYAmt
EOY$28,592,089EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,565BOYAmt
EOY$26,500EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,052,809BOYAmt
EOY$1,171,241EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$385,680BOYAmt
EOY$444,853EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,454,054BOYAmt
EOY$1,642,594EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,395,201BOYAmt
EOY$26,949,495EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,395,201BOYAmt
EOY$26,949,495EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,849,255BOYAmt
EOY$28,592,089EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$292,384ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,846,678NetUnrlzdGainsLossesInvstAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,637OtherCostOrOtherBasisAmt
Book Value$125,637BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$125,637TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$2,210,005BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Securities$2,210,005TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM HOUSE OF TEMPLE$1,512,336
DUE FROM SRF$104,781
DUE FROM VALLEYS$4,469
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,621,586TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO VALLEY$417,636
DUE TO SRRS$27,217
FieldValueIRS element (for citing)
Total Liability$444,853TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,392,580TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,846,678NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,846,678RevenueNotReportedAmt
Revenue Subtotal$5,545,902RevenueSubtotalAmt
Investment Expenses Not Incld$115,869InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$115,869RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,661,771TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,838,286TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$5,838,286ExpensesSubtotalAmt
Investment Expenses Not Incld2$115,869InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$115,869ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,954,155TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART IV, LINE 2BTHE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM TWO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. AT DECEMBER 31, 2024, THE ASSETS OF THESE SOUTHERN JURISDICTION FOREIGN MASONIC BODIES ARE INCLUDED IN MUTUAL FUNDS WITHIN INVESTMENTS AND THE NET ASSETS ARE REPORTED AS DUE TO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES IN THE STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS - MODIFIED CASH BASIS OF THE SUPREME COUNCIL. THE ACTIVITIES OF THESE SOUTHERN JURISDICTION FOREIGN MASONIC BODIES ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE SUPREME COUNCIL.
SCHEDULE D, PAGE 3, PART XTHE SUPREME COUNCIL COMPLIES WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2024, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOUSE OF THE TEMPLE HISTORICBusinessNameLine1Txt
Business Name Line2PRESERVATION FOUNDATION INCBusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521664576RecipientEIN
IRC SectionC3IRCSectionDesc
Cash Grant$967,337CashGrantAmt
Purpose Of GrantPROGRAM SUPPORT, R&MPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE SUPREME COUNCIL PROVIDES SUPPORT TO THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION. THE HOUSE OF THE TEMPLE IS A FINANCIALLY INDEPENDENT ENTITY WITH SIMILAR MEMBERSHIP AND MANAGEMENT AS THE SUPREME COUNCIL.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmt
JAMES D COLE
SOVEREIGN GRAND CMDR$278,684$278,684$7,054$7,054$285,738$285,738
WILLIAM G SIZEMORE II
GRAND EXEC DIRECTOR$179,714$179,714$1,120$1,120$199,230$199,230$397$397$17,999$17,999
JORGE FRANCHI
CFO$207,390$88,881$20,589$8,824$249,329$106,855$556$238$20,794$8,912
DEAN ALBAN
DIR. OF MEMBERSHIP$208,428$24,462$254,606$794$20,922
ARTURO DEHOYOS
GRAND ARCHIVIST$198,644$25,590$244,972$794$19,944
TAMERA FANNIN
DIR. OF DATA MGMT.$127,021$13,606$153,812$794$12,391

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 WILL BE REVIEWED BY THE FINANCE CHAIRMAN/TREASURER, CHAIRMAN, EXECUTIVE DIRECTOR, AND THE CFO PRIOR TO THE FILING OF THE FORM 990. THE COMPLETED FORM 990 WILL BE SENT TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE RETURN.
FORM 990, PAGE 6, PART VI, LINE 12CEACH OFFICER, TRUSTEE, EMPLOYEE AND MEMBER MUST DISCLOSE TO THE SOVEREIGN GRAND COMMANDER ANY FINANCIAL INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST AND SHALL AFFIRM IN WRITING TO THE SOVEREIGN GRAND COMMANDER THAT ALL DISCLOSURES HAVE BEEN MADE. THE SOVEREIGN GRAND COMMANDER IS REQUIRED TO MAKE THE SAME DISCLOSURE.
FORM 990, PAGE 6, PART VI, LINE 15ATHE CHAIRMAN OF THE FINANCIAL COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES RECOMMENDATIONS TO THE FULL FINANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 15BTHE CHAIRMAN OF THE FINANCIAL COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES RECOMMENDATIONS TO THE FULL FINANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE HOUSE OF THE TEMPLE HISTORIC
PRESERVATION FOUNDATION1733 16TH STREETWASHINGTONDC20009521664576REL. CHARIDC501C37THE SCfalse
SCOTTISH RITE FOUNDATION SOUTHERN
JURISDICTION USA INC1733 16TH STREETWASHINGTONDC20009526054737REL. CHARIDC501C37THE SCfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HOUSE OF THE TEMPLE
B$918,319BOOK VALUE
HOUSE OF THE TEMPLE
D$1,512,336BOOK VALUE
HOUSE OF THE TEMPLE
O$1,535,102BOOK VALUE
SCOTTISH RITE FOUNDATION
D$104,781BOOK VALUE
SCOTTISH RITE FOUNDATION
O$672,109BOOK VALUE