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HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC (EIN 52-1664576)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-07-28
IRS object ID
201112099349300746
Schema version
2010v3.4
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)
Timestamp2011-07-28T16:23:38-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521664576EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE HOUSE OF THE TEMPLE HISTORICBusinessNameLine1
Business Name Line2PRESERVATION FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlHOUSNameControl
Phone2022323579Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20009ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRONALD A SEALEName
TitlePRESIDENTTitle
Phone2022323579Phone
Date Signed2011-07-28DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSUBRINA L WOODName
Phone2022932200Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRONALD A SEALENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11733 16TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20009ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12580161GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SCOTTISHRITE.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1990YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionTO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE. CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS AND DISASTER RELIEF.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2224075ContributionsGrantsPriorYear
Contributions Grants Current Year3059716ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1569312InvestmentIncomePriorYear
Investment Income Current Year995903InvestmentIncomeCurrentYear
Other Revenue Prior Year58218OtherRevenuePriorYear
Other Revenue Current Year79230OtherRevenueCurrentYear
Total Revenue Prior Year3851605TotalRevenuePriorYear
Total Revenue Current Year4134849TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1529874SalariesEtcPriorYear
Salaries Etc Current Year1566908SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year688026TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY845523TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1129493TotalFundrsngExpCurrentYear
Other Expense Prior Year1084599OtherExpensePriorYear
Other Expenses Current Year866966OtherExpensesCurrentYear
Total Expenses Prior Year3302499TotalExpensesPriorYear
Total Expenses Current Year3279397TotalExpensesCurrentYear
Revenues Less Expenses Prior Year549106RevenuesLessExpensesPriorYear
Revenues Less Expenses CY855452RevenuesLessExpensesCY
Total Assets BOY20177757TotalAssetsBOY
Total Assets EOY21184204TotalAssetsEOY
Total Liabilities BOY222152TotalLiabilitiesBOY
Total Liabilities EOY317153TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY19955605NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY20867051NetAssetsOrFundBalancesEOY
Mission DescriptionTO 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 HISTORIC PUBLIC LIBRARY, AS WELL AS NUMEROUS VALUABLE MASONIC MEMORABILIA IN ITS MUSEUM AREA.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2125566Expense
DescriptionMAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS.Description
Total Program Service Expense2125566TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10967NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2022323579TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11733 16TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20009ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
RONALD A SEALE
PRESIDENT/TRUSTEE12.00XX11472626769420041
CURTIS N LANCASTER
VICE PRESIDENT/TRUSTEE12.00XX000
WILLIAM G SIZEMORE
SECRETARY/TRUSTEE12.00XX6799015864328751
JAMES D COLE
TREASURER10.00XX000
WILLIAM B BRUNK
ASSISTANT SECRETARY10.00XX000
ROBERT L GOLDSMITH
TRUSTEE10.00X000
JORGE FRANCHI
CHIEF FINANCIAL OFFICER5.00X2076714537338484
EARL IHLE
DIRECTOR OF DEVELOPMENT20.0011280211280237642X
MATTHEW SZRAMOSKI
ASSO DIR OF DEVELOPMENT20.00553855538538536X
SEAN GRAYSTONE
CHIEF BUILDING ENGR.40.00133822016235X
ARTURO DEHOYOS
GRAND ARCHIVIST40.00130005016235X
FieldValueIRS element (for citing)
Total Reportable Comp From Org635497TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs739897TotalReportableCompFrmRltdOrgs
Total Other Compensation195924TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
DPR CONSTRUCTION INC
2941 FAIRVIEW PARK DR SUITE 600FALLS CHURCHVA22042BUILDING RENOVATION312001
HARTMAN-COX ARCHITECTS
1074 JEFFERSON DAVIS ST NWWASHINGTONDC20007ARCHITECT265720
ODELL SIMMS & ASSOCIATES
7704 LEESBURG PIKEFALLS CHURCHVA22043CONSULTANTS189655
PEPCO
701 9TH STREET NWWASHINGTONDC20068UTILITIES128726
WELCH AND RUSHE
391 PRINCE GEORGES BLVDUPPER MARLBOROMD20774BUILDING MAINTENANCE116369
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Related Organizations498231RelatedOrganizations
All Other Contributions2561485AllOtherContributions
Total Contributions3059716TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column195105TotalRevenueColumn
Exclusion$195,105ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities9242448Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities8441650Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities800798Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column800798TotalRevenueColumn
Related Or Exempt Function Income800798RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Sales Of Inventory61425GrossSalesOfInventory
Cost Of Goods Sold3662CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column57763TotalRevenueColumn
Related Or Exempt Function Income57763RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
ORIENT FRIENDS DINNERS90000414287$14,287
OTHER INCOME9000997180$7,180
FieldValueIRS element (for citing)
Total Other Revenue21467TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4134849TotalRevenueColumn
Related Or Exempt Function Income858561RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$216,572ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total354553Total
Program Services296908ProgramServices
Fundraising57645Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total900425Total
Program Services750476ProgramServices
Fundraising149949Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total103826Total
Program Services91109ProgramServices
Fundraising12717Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total124036Total
Program Services106904ProgramServices
Fundraising17132Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total84068Total
Program Services72790ProgramServices
Fundraising11278Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total14446Total
Program Services14446ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total13840Total
Management And General13840ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total845523Total
Fundraising845523Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total10498Total
Management And General10498ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total71856Total
Program Services57205ProgramServices
Fundraising14651Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total35838Total
Program Services35838ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total572865Total
Program Services572865ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total20242Total
Program Services2783ProgramServices
Fundraising17459Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total75194Total
Program Services75194ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraising
MUSEUM/LIBRARY1559215592
ASSET DISPOSAL1410614106
ORIENT FRIENDS DINNERS1013010130
AFFINITY92209220
DONOR RECOGNITION31393139

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3279397Total
Program Services2125566ProgramServices
Management And General24338ManagementAndGeneral
Fundraising1129493Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY293451BOY
EOY258085EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis13098803LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY12081351BOY
EOY13098803EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY7802955BOY
EOY7207243EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY573436EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY46637EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY20177757BOY
EOY21184204EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY222152BOY
EOY317153EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY222152BOY
EOY317153EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY19681871BOY
EOY20612030EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY273734BOY
EOY255021EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19955605BOY
EOY20867051EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY20177757BOY
EOY21184204EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses855452ReconcilationRevenueExpenses
Reconcilation Other Changes55994ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting OtherXMethodOfAccountingOther
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1508506CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1449209CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2167922CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2224075CurrentTaxYearMinus1Year
Current Tax Year3059716CurrentTaxYear
Total10409428Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1508506CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1449209CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2167922CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2224075CurrentTaxYearMinus1Year
Current Tax Year3059716CurrentTaxYear
Total10409428Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total527598AmountsSubstContributorsTotal
Public Support Total1709881830PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years303112CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years401061CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years472241CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year271061CurrentTaxYearMinus1Year
Current Tax Year195105CurrentTaxYear
Total1642580Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16455CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9854CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years41846CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34463CurrentTaxYearMinus1Year
Current Tax Year21467CurrentTaxYear
Total124085Total
FieldValueIRS element (for citing)
Total Support12176093TotalSupport
Gross Receipts From Admissions Etc186386GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.81160PublicSupportPertcentage170
Public Support Pertcent Prior Year0.76800PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance273734BeginningOfYearBalance
Contributions1175395Contributions
Other Expenditures1194108OtherExpenditures
End Of Year Balance255021EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance321290BeginningOfYearBalance
Contributions211308Contributions
Other Expenditures258864OtherExpenditures
End Of Year Balance273734EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance520906BeginningOfYearBalance
Contributions1280Contributions
Other Expenditures200896OtherExpenditures
End Of Year Balance321290EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1970934OtherCostOrOtherBasis
Book Value1970934BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis8928751OtherCostOrOtherBasis
Book Value8928751BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2199118OtherCostOrOtherBasis
Book Value2199118BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings13098803TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO SUPREME COUNCIL$314,344
DUE TO SCOTTISH RITE RESEARCH SOCIETY$2,809
FieldValueIRS element (for citing)
Total Of Amounts317153TotalOfAmounts
Total Revenue4134849TotalRevenue
Total Expenses3279397TotalExpenses
Excess Or Deficit For Year855452ExcessOrDeficitForYear
Net Unrealized GL On Investments55994NetUnrealizedGLOnInvestments
Total Adjustments55994TotalAdjustments
Excess Or Deficit Per FS911446ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3533982TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments55994NetUnrealizedGainsInvestments
Other Revenues3662OtherRevenues
Revenue Not Rptd F99059656RevenueNotRptdF990
Revenue Subtotal3474326RevenueSubtotal
Other Revenues Not Included660523OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt660523RevenueNotRptdOnFinStmt
Total Revenue Per Form9904134849TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2622536TotExpensesEtcAuditedFinclStmt
Other Expenses Included3662OtherExpensesIncluded
Expenses Not Rptd F9903662ExpensesNotRptdF990
Expenses Subtotal2618874ExpensesSubtotal
Other Expenses Not Included660523OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt660523ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903279397TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD
PART XII, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE
PART XIII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD
PART XIII, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSE

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Agreement Ref Fundraising0AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1BARTON COTTONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11405 PARKER RDAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21227ZIPCode
FieldValueIRS element (for citing)
ActivityCALENDAR/NOTEPAD CAMPAIGN AND DELUX DONORActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts1356975GrossReceipts
Amount Retained By Contractor660523AmountRetainedByContractor
Net To Organization696452NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts1356975TotalGrossReceipts
Total Retained By Contractors660523TotalRetainedByContractors
Total Net To Organization696452TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates
Licensed StatesDCLicensedStates

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RONALD A SEALE
11249226248100223452130060121402912073828172300
WILLIAM G SIZEMORE
669721562681834268351949669315618193245087661517876900
JORGE FRANCHI
2069114484076533002142149952668186792557717904700
EARL IHLE
1124971124973053050011103111037718771813162313162300
SEAN GRAYSTONE
13321306090009813064220150057000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE 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 MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
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 12C
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 B, LINE 15
THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UP REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 55,994.FORM 990, PART XI, LINE 5:
CHANGES TO ACCOUNTING METHODTHERE WERE NO CHANGES TO THE METHOD OF ACCOUNTING IN FY 2010.FORM 990, PART XI, LINE 1

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
SUPREME COUNCIL 33 AASR OF FREEMASONRY SJ USA
1733 16TH STREETWASHINGTONDC20009530152875FRATERNAL ORGANIZATIONDC501(C)(10)N/A0
THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC
1733 16TH STREETWASHINGTONDC20009526054737CHAIRTABLE ORGANIZATIONDC501(C)(3)N/A0170(B)(1)(A)(VI)
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
THE SUPREME COUNCIL
N1566908
THE SUPREME COUNCIL
O1410000
THE SUPREME COUNCIL
C204420
THE SCOTTISH RITE FOUNDATION
P25000
THE SCOTTISH RITE FOUNDATION
C130200