2013-11-12T14:23:42-06:00 2012-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2012-01-01 530152875 THE SUPREME COUNCIL 33 ANC & ACCEPTED SCOTTISH RITE OF FREEMASONRY S JR USA SUPR 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 WILLIAM G SIZEMORE 2022323579 2013-11-12 1 FREDERICK LONGWOOD P00439715 2022932200 2012 2016-02-24 21:20:13Z WILLIAM G SIZEMORE 1733 16TH STREET NW WASHINGTON DC 20009 8740066 0 X WWW.SCOTTISHRITE.ORG X 1801 SC DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSES. 27 26 69 35 18050 -3324 100170 220195 3767323 3728694 702409 2050691 438392 335780 5008294 6335360 406533 496784 0 0 2324905 2768605 0 0 0 2479247 2141986 5210685 5407375 -202391 927985 21524341 22575065 986968 1039328 20537373 21535737 X DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSES. 0 0 SERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE. PUBLICATIONS AND JOURNALS COVERING AREAS SUCH AS BROTHERHOOD, FREEDOM, AND SERVICE TO MANKIND. FUNDRAISING ACTIVITIES IN SUPPORT OF CHARITABLE PROGRAMS FOR CHILDHOOD LANGUAGE DISORDER. SUPPORT OF MUSEUM AND PUBLIC LIBRARY. 0 1 0 0 0 0 0 1 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 30 0 1 69 1 1 1 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC X X JORGE FRANCHI 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 RONALD A SEALE 20.00 20.00 X X 200827 200827 7436 CURTIS N LANCASTER 1.00 22.00 X X 0 0 0 ROBERT F HANNON 1.00 0.00 X 0 0 0 WILLIAM B BRUNK 1.00 21.00 X X 0 0 0 JAMES D COLE 1.00 21.00 X X 0 0 0 GARY L SISSEL 1.00 0.00 X 0 0 0 STEPHEN M MUNSINGER 1.00 0.00 X 0 0 0 HOWARD KERCE 1.00 0.00 X 0 0 0 CHARLES N KAUFMAN 1.00 0.00 X 0 0 0 WILLIAM J MOLLERE 1.00 1.00 X 0 0 0 JERRY B OLIVER 1.00 0.00 X 0 0 0 MICHAEL D SMITH 1.00 0.00 X 0 0 0 THOMAS E PAYNE III 1.00 0.00 X 0 0 0 JACKSON YOST 1.00 0.00 X 0 0 0 LEONARD E BUFFINGTON 1.00 0.00 X 0 0 0 LEONARD PRODEN 1.00 0.00 X 0 0 0 WILLIAM F STOVALL 1.00 0.00 X 0 0 0 HUGH W GILL III 1.00 0.00 X 0 0 0 JOSEPH E ALEXANDER 1.00 0.00 X 0 0 0 HOYT O SAMPLES 1.00 0.00 X 0 0 0 ROBERT W COCKERHAM 1.00 0.00 X 0 0 0 M DOUGLAS ADKINS 1.00 0.00 X 0 0 0 GARY W KUNEY 1.00 0.00 X 0 0 0 CHARLES V SEDERSTROM 1.00 0.00 X 0 0 0 WILLIAM G SIZEMORE 20.00 20.00 X 118405 118405 29974 JORGE I FRANCHI 28.00 12.00 X 125964 53985 38859 BARBARA GOLDEN 40.00 0.00 X 128516 0 24954 DEAN ALBAN 40.00 0.00 X 142983 0 33240 BRENT MORRIS 40.00 0.00 X 118594 0 18188 835289 373217 152651 6 0 1 0 ROYLE PRINTING 745 S BIRD ST SUN PRAIRIE WI 53590 JOURNAL PRINTING 250152 MJO SERVICES 1101 BUSINESS PARKWAY S WESTMINSTER MD 21157 MEMBERSHIP RENEWAL 113921 2 220195 220195 MEMBER DUES 900099 3246540 3246540 MASONIC MERCHANDISE 900099 302156 302156 MEETINGS & REUNIONS 900099 89156 89156 SCOTTISH RITE JOURNAL 511120 56623 38573 18050 BOOKS, TRANSCRIPTS & RITUALS 541300 34219 34219 3728694 764051 764051 3691346 2241628 163078 1449718 -163078 1286640 1286640 AFFINITY PROGRAMS 900099 210744 210744 VALLEY SERVICES REVENUES 900099 81343 81343 SENTIENAL PROGRAM REVENUE 900099 41635 41635 2058 2058 335780 6335360 4044366 18050 2052749 496784 492365 1680662 223330 233309 138939 55763 6665 25533 108763 359729 248463 19988 37487 SRJ PRODUCTION 376587 BENEFIT PAYMENT 310774 PRINTING & PRODUCTION 243020 EDUCATION ACTIVITIES 204511 144703 5407375 872293 1318607 24867 0 24867 24867 17113888 16293498 1902518 3775600 1610775 1162493 21524341 22575065 790228 872971 196740 166357 986968 1039328 X 20228547 21535690 308826 47 20537373 21535737 21524341 22575065 X 927985 71959 -1580 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 24867 24867 24867 ALTERNATIVE INVESTMENTS 3775553 F RABBI TRUST ASSETS 47 F 3775600 DUE FROM HOUSE OF TEMPLE 980955 DUE FROM PENSION TRUST 56989 DUE FROM SCOTTISH RITE FOUNDATION 124549 1162493 DUE TO VALLEY 145589 DUE TO SCOTTISH RITE RESEARCH SOCIETY 12454 PAYROLL TAXES/EMPLOYEE BENEFIT 8314 166357 X 6402701 71959 71959 6330742 4618 4618 6335360 5095558 0 5095558 311817 311817 5407375 PART IV, LINE 2B: THE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM SEVERAL SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. ON DECEMBER 31, 2012 AND 2011, THE ASSETS OF THESE SOUTHERN JURISDICTION FOREIGN MASONIC BODIES ARE INCLUDED IN MUTUAL FUNDS WITH INVESTMENT AND THE NET ASSETS ARE REPORTED AS DUE TO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES IN THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS - MODIFIED CASH BASIS OF THE SUPREME COUNCIL. THE ACTIVITIES OF THESE SOUTHERN FOREIGN MASONIC BODIES ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE SUPREME COUNCIL. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SUPREME COUNCIL 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, 2012. THE SUPREME COUNCIL BELIEVES IT IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2009. PART XI, LINE 4B - OTHER ADJUSTMENTS: RABBI TRUST INTEREST INCOME 2,592. RABBI TRUST DIVIDEND INCOME 96. RABBI TRUST REALIZED GAIN 1,722. RABBI TRUST MISCELLANEOUS INCOME 208. PART XII, LINE 4B - OTHER ADJUSTMENTS: RABBI TRUST BENEFIT PAYMENT 310,774. ADMINISTRATIVE EXPENSES 1,043. 1 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC 1733 16TH STREET NW WASHINGTON DC 20009 521664576 501(C)(3) 496784 CAPITAL CAMPAIGN WEBATHON, AND REPAIR & MAINTENCE OF THE TEMPLE 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SUPREME COUNCIL PROVIDES SUPPORT TO THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION SOCIETY. THE HOUSE OF THE TEMPLE IS A FINANCIALLY INDEPENDENT ENTITY WITH A SIMILAR MEMBERSHIP AND MANAGEMENT AS THE SUPREME COUNCIL. X 1 1 X X X X X 0 0 0 RONALD A SEALE 199146 199146 0 0 1681 1681 0 0 3718 3718 204545 204545 0 0 WILLIAM G SIZEMORE 118100 118100 305 305 0 0 12097 12097 3247 3247 133749 133749 0 0 JORGE I FRANCHI 125538 53802 426 183 0 0 12972 5559 15137 6487 154073 66031 0 0 BARBARA GOLDEN 127907 0 609 0 0 0 13444 0 12109 0 154069 0 0 0 DEAN ALBAN 142374 0 609 0 0 0 14874 0 19125 0 176982 0 0 0 PART I, LINE 1A THE DUES OF THE SOVEREIGN GRAND COMMANDER, RONALD SEALE AND THE GRAND EXECUTIVE DIRECTOR, WILLIAM SIZEMORE, ARE PAID BY THE SUPREME COUNCIL. SUPPLEMENTAL INFORMATION PART III THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES REPORTED ON PART II OF SCHEDULE J, AS WELL AS PART VII OF THE CORE FORM 990, IS PAID TO THESE INDIVIDUALS BY THE SUPREME COUNCIL, 33 AASR OF FREEMASONRY, SJ, USA. THE SUPREME COUNCIL ACTS AS THE COMMON PAYMASTER FOR THE SCOTTISH RITE FOUNDATION AND THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION, AND IS REIMBURSED FOR ALL PAYROLL COSTS AND EXPENSES EXPENDED ON BEHALF OF THE SCOTTISH RITE FOUNDATION AND THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED BY THE FINANCE CHAIRMAN/TREASURER, CHAIRMAN, E.D., 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, PART VI, SECTION B, LINE 12C EACH OFFICER, TRUSTEE 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, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE FINANCIAL COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RABBI TRUST CHANGE IN ACCRUED INCOME -1,627. RABBI TRUST OTHER CASH RECEIPTS 765. RABBI TRUST SECURITY DISBURSEMENT -718. ADJUSTMENT FOR CHANGE IN NET ASSET VALUE FORM 990, PART XII, LINE 1 THE SUPREME COUNCIL PREPARES ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION 1733 16TH STREET NW WASHINGTON DC 20009 521664576 RELATED CHARITABLE ORGANIZATION DC 501(C)(3) BOX 7 N/A 0 SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC 1733 16TH STREET NW WASHINGTON DC 20009 526054737 RELATED CHARITABLE ORGANIZATION DC 501(C)(3) BOX 7 N/A 0 SCOTTISH RITE RESERACH SOCIETY 1733 16TH STREET NW WASHINGTON DC 20009 521737035 RELATED CHARITABLE ORGANIZATION DC 501(C)(3) BOX 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 HOUSE OF THE TEMPLE B 496784 BOOK VALUE HOUSE OF THE TEMPLE O 904284 BOOK VALUE SCOTTISH RITE FOUNDATION O 313866 BOOK VALUE