2025-10-21T10:17:37-04:00 2024-12-31 521373858 DELEON & STANG CPAS AND ADVISORS 150 S EAST ST STE 103 FREDERICK MD 217016175 990 2024-01-01 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 2025-07-15 true false CLINT LEHMAN CPA P00840525 3012507400 2025-10-20 2024 2025-03-06 01:10:19Z JAMES D COLE 1733 16TH ST WASHINGTON DC 20009 7654198 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. 5 3 0 80 0 3965158 5271634 13800 220728 397885 34625 28651 4220511 5711970 0 0 1431218 1535102 0 807932 1688060 1234339 3119278 2769441 1101233 2942529 32714659 35453462 2613205 1512380 30101454 33941082 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 1827923 MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS. 1827923 true true false false false false false false false true true false false false true true 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 2 0 true 0 false false false false false false false false X 5 3 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 167210 390157 14108 WILLIAM G SIZEMORE II SECRETARY 12.00 28.00 X X 108066 252155 38238 JORGE FRANCHI CFO 5.40 34.60 X 40104 256961 59119 MATTHEW SZRAMOSKI DIR. OF DEVE 50.00 50.00 X 67789 67789 15572 GARY UNGER MAJOR DONOR 20.00 20.00 X 53290 53290 7508 PHILIP SHORTT DIR. OF DEVE 50.00 50.00 X 58813 58813 45032 RICHARD NOWACKI MAJOR DONOR 20.00 20.00 X 58091 58091 22948 JEFFREY D LARSON TREASURER 1.00 X X 0 0 0 GARY L SISSEL ASSISTANT SE 1.00 X X 0 0 0 JOE MANNING VICE PRESIDE 1.00 X X 0 0 0 553363 1137256 202525 2 false true false SHAPIRO & DUNCAN INC 14620 ROTHGEB DRIVE ROCKVILLE MD 20850 MECH CONTRACTOR 320448 SPACESAVERE SYSTEMS INC 4833 RUGBY AVENUE SUITE 600 BETHESDA MD 20814 ARCHIVES FILING 244236 DPR CONSTRUCTION 11109 SUNSET HILLS ROAD SUIE 200 RESTON VA 20190 CONSTRUCTION 159614 L&E MERIDIAN 8000 CORPORATE COURT SPRINGFIELD VA 22153 PRINTERS 151294 EC ERNST 132 LOG CANOE CIRCLE STEVENSVILLE MD 21666 ELECTRICIAN 128482 6 1521179 3750455 5271634 BUILDNG RENTAL 13800 13800 13800 230888 230888 2109225 1942228 166997 166997 166997 20485 20485 20485 OTHER INCOME 8166 8166 8166 5711970 20485 419851 1320816 831942 488874 55703 35086 20617 62242 39204 23038 96341 60682 35659 9649 9649 63278 63278 198962 11646 659 186657 71849 58919 12930 626392 626392 31208 1330 29878 88287 88287 TRUST AND ANNUITY PAYMENT 60000 60000 SRJ PRODUCTION 47265 47265 CONTRIBUTION EXPENSE 22500 22500 DONOR RECOGNITION 10279 10279 4670 4670 2769441 1827923 133586 807932 501164 682110 22794507 21903761 22794507 8046713 9439597 1015934 876424 1247087 1660824 32714659 35453462 2613205 1512380 2613205 1512380 X 27327697 30283253 2773757 3657829 30101454 33941082 32714659 35453462 2942529 897099 X false true X true false X 1061432 5176866 3108684 3965158 5271634 18583774 1061432 5176866 3108684 3965158 5271634 18583774 2786516 15797258 161630 158936 159942 198560 244688 923756 44500 17000 7166 68666 9700 9700 19585896 39486 0.80660 0.92310 X PART II, LINE 10 9,700 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1350227 72866 1423093 1257749 92478 1350227 1429223 -171474 1257749 1343912 182234 96923 1429223 1289347 129880 75315 1343912 1.00000 false false 1970934 1970934 17641444 17641444 900358 900358 2281771 2281771 22794507 DUE TO SUPREME COUNCIL 1512336 DUE TO SRRS 44 1512380 X 6545791 897099 897099 5648692 63278 63278 5711970 2706163 2706163 63278 63278 2769441 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. SCHEDULE D, PAGE 3, PART X THE TEMPLE COMPLIES WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2024, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. false false false false false false false false false JAMES D COLE PRESIDENT 167210 390157 4232 9876 171442 400033 WILLIAM G SIZEMORE II SECRETARY 107828 251599 238 556 10800 25199 672 1567 119538 278921 JORGE FRANCHI CFO 39997 256274 107 687 4010 25696 3971 25442 48085 308099 MATTHEW SZRAMOSKI DIR. OF DEVELOPMENT 67789 67789 7786 7786 75575 75575 PHILIP SHORTT DIR. OF DEVELOPMENT 58416 58416 397 397 3529 3529 18987 18987 81329 81329 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, WHO PAYS SLARIES ON BEHALF OF THE FOUNDATION. 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, WHO PAYS SALARIES ON BEHALF OF THE FOUNDATION. 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. 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 false true true true false false false false false false false false true true true true false false SCOTTISH RITE FOUNDATION C 602860 BOOK VALUE SCOTTISH RITE FOUNDATION D 257659 BOOK VALUE SUPREME COUNCIL E 1512336 BOOK VALUE SUPREME COUNCIL O 1535102 BOOK VALUE SUPREME COUNCIL C 918319 BOOK VALUE