2014-08-14T08:08:59-05:00 2013-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2013-01-01 521664576 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC HOUS 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 RONALD A SEALE PRESIDENT 2022323579 2014-08-14 1 FREDERICK LONGWOOD P00439715 2022932200 2013 2015-11-30 17:44:51Z RONALD A SEALE 1733 16TH STREET NW WASHINGTON DC 20009 5553292 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. 5 3 0 64 0 0 3364523 4472301 0 0 246928 352259 15223 32708 3626674 4857268 0 0 0 0 1138157 1137929 922084 893500 1386724 1078961 1198300 3139202 3229729 487472 1627539 21849739 24005881 986415 801004 20863324 23204877 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 1789913 MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS. 1789913 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 0 0 0 0 0 0 1 1 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA DC X X THE ORGANIZATION 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 RONALD A SEALE PRESIDENT/TRUSTEE 12.00 28.00 X X 123868 289026 2930 JAMES D COLE VICE PRESIDENT/TRUSTEE 10.00 11.00 X X 0 0 0 WILLIAM G SIZEMORE SECRETARY/TRUSTEE 12.00 28.00 X X 55643 129833 8682 CHARLES V SEDERSTROM TREASURER/TRUSTEE 10.00 11.00 X X 0 0 0 GARY L SISSEL ASSISTANT SECRETARY 10.00 11.00 X X 0 0 0 JORGE FRANCHI CFO 5.40 33.00 X 25697 157038 22388 WILLIAM G SIZEMORE II DIRECTOR OF OPERATIONS 0.00 40.00 X 40226 165034 10307 MATTHEW SZRAMOSKI DIR OF DEVELOPMENT 20.00 20.00 X 81971 81971 19360 SEAN GRAYSTONE CHIEF BUILDING ENGINEER 40.00 0.00 X 157172 0 17218 484577 822902 80885 2 0 1 0 HARTMAN COX ARCHITECTS 1074 THOMAS JEFFERSON ST NW WASHINGTON DC 20007 ARCHITECT 477877 SHAPIRO & DUNCAN INC 14620 ROTHGEB DRIVE ROCKVILLE MD 20850 MECHANICAL CONTRACTORS 354096 DPR CONSTRUCTION INC 2941 FAIRVIEW PARK DR FALLS CHURCH VA 22042 BUILDING RENOVATION 209374 THE CARLIN COMPANY 27999 COULBOURN CREEK ROAD MARION MD 21838 CONFERENCE SERVICES 126436 DESIGNTECH INC 10410 KENSINGTON PKWY 200 KENSINGTON MD 20895 BUILDING RENOVATION 106182 5 706906 3765395 22500 4472301 281108 281108 764799 693648 71151 71151 71151 21835 2376 19459 19459 ORIENT FRIENDS DINNERS 900004 7442 7442 OTHER INCOME 900099 5807 5807 13249 4857268 19459 0 365508 254383 198418 55965 670844 522181 148663 89720 75144 14576 57658 45947 11711 65324 48163 17161 24050 24050 15960 15960 893500 893500 13082 13082 271845 95576 176269 46999 27012 19987 567935 567935 27040 2098 24942 105865 105865 CONTRIBUTIONS 78614 78614 DONOR RECOGNITION 23969 19 23950 MUSEUM/LIBRARY 15031 15031 ORIENT FRIENDS DINNERS 7910 7910 3229729 1789913 53092 1386724 264905 387072 15907216 0 14643544 15907216 5837813 5935576 1011113 1655522 92364 120495 21849739 24005881 986415 801004 986415 801004 X 20650373 23008173 212951 196704 20863324 23204877 21849739 24005881 1627539 714014 0 X X 0 1 X 1 0 X 2224075 3059716 2146329 3364523 4472301 15266944 2224075 3059716 2146329 3364523 4472301 15266944 1488142 13778802 271061 195105 265237 272550 302943 1306896 34463 21467 5965 14890 13249 90034 16663874 168617 0.82690 0.84560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FRIENDS OF THE ORIENT DINNERS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212951 1882574 1898821 196704 230727 669272 687048 212951 255021 754118 778412 230727 273734 1175395 1194108 255021 321290 211308 258864 273734 0.00000 0.00000 1.00000 0 0 1970934 1970934 10852166 10852166 866562 866562 2217554 2217554 15907216 ALTERNATE INVESTMENTS 1655522 F 1655522 DUE TO SUPREME COUNCIL 794522 DUE TO SCOTTISH RITE RESEARCH SOCIETY 6482 801004 X 4680158 714014 2376 716390 3963768 893500 893500 4857268 2338605 2376 2376 2336229 893500 893500 3229729 PART X, LINE 2: IN ADDITION, THE TEMPLE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2013 AND 2012. THE TEMPLE BELIEVES IT IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,376. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 893,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,376. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 893,500. X X X X 1 BRICKMILL 785 ELKRIDGE LANDING RD SUITE 300 LINTHICUM MD 21090 CHARITABLE CONTRIBUTION MANAGEMENT 0 1827679 893500 934179 1827679 893500 934179 AL AK AZ AR CA CO CT 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 DC X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 RONALD A SEALE PRESIDENT/TRUSTEE 121949 284549 0 0 1919 4477 0 0 1629 3801 125497 292827 0 0 WILLIAM G SIZEMORE SECRETARY/TRUSTEE 55643 129833 0 0 0 0 2573 6004 656 1532 58872 137369 0 0 JORGE FRANCHI CFO 25615 156536 82 502 0 0 2641 16138 710 4340 29048 177516 0 0 WILLIAM G SIZEMORE II DIRECTOR OF OPERATIONS 40226 164425 0 609 0 0 739 9568 0 0 40965 174602 0 0 MATTHEW SZRAMOSKI DIR OF DEVELOPMENT 81666 81666 305 305 0 0 8446 8446 2485 2485 92902 92902 0 0 SEAN GRAYSTONE CHIEF BUILDING ENGINEER 156563 0 609 0 0 0 15881 0 1937 0 174990 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 REQUEST ACKNOWLEDGEMENT FROM THE BOARD MEMBERS AS TO THE MEMBER'S COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 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 UP REQUEST. FORM 990, PART XII, LINE 1 THERE WERE NO CHANGES TO THE METHOD OF ACCOUNTING IN FY 2013. THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. 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) N/A 0 THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC 1733 16TH STREET WASHINGTON DC 20009 526054737 CHAIRTABLE ORGANIZATION DC 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 THE SUPREME COUNCIL C 591706 FMV THE SCOTTISH RITE FOUNDATION C 115200 FMV THE SUPREME COUNCIL O 916279 FMV THE SCOTTISH RITE FOUNDATION Q 143631 FMV THE SUPREME COUNCIL P 794522 FMV