2023-09-06T11:53:08-04:00 2022-12-31 521373858 DELEON & STANG CPAS AND ADVISORS 150 S EAST ST STE 103 FREDERICK MD 217016175 990 2022-01-01 526054737 THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC SCOT 2022323579 1733 16TH ST NW WASHINGTON DC 20009 WILLIAM G SIZEMORE II SECRETARY 2022323579 2023-06-10 true WILLIAM SIZEMORE XXX-XX-XXXX false CLINT LEHMAN CPA P00840525 3019489825 2023-08-18 2022 2023-04-26 12:10:37Z JAMES D COLE 1733 16TH ST WASHINGTON DC 20009 17884153 false X WWW.SCOTTISHRITE.ORG X 1955 DC CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS AND DISASTER RELIEF. 5 4 0 60 0 2185202 3848131 0 2721125 159049 4742 0 4911069 4007180 859644 2720479 0 621415 651492 0 664115 760447 607403 2241506 3979374 2669563 27806 27388958 23900383 500685 399212 26888273 23501171 TO FUND CHILDHOOD LANGUAGE DISORDER PROGRAMS, AWARD SCHOLARSHIPS FOR UNDER-GRADUATE AND ADVANCED DEGREES, AND FUND NATURAL DISASTER RELIEF EFFORTS. false false 2837136 2720479 AWARDING OF SCHOLARSHIPS AND MAKING CONTRIBUTIONS TO NATURAL DISASTER RELIEF EFFORTS AND STATE SCOTTISH RITE FOUNDATIONS FOR SUPPORT OF CHARITABLE ACTIVITIES. 2837136 true true false false false false false false false true false true false true true true true false false false false false false false false false false true true true false false false false false false false false false false false false false true false false false false 0 0 false 0 false false false false false false false false false false false false X 5 4 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 WASHINGTON DC 20009 JAMES D COLE PRESIDENT 8.00 32.00 X X 103204 412814 11237 WILLIAM G SIZEMORE II SECRETARY 8.00 32.00 X X 65034 260138 12705 JORGE FRANCHI CFO 5.00 35.00 X 32682 228774 36793 MATTHEW SZRAMOSKI DIR. OF DEVE 20.00 20.00 X 101643 101643 32372 JAMES C MORGAN MAJOR DONOR 20.00 20.00 X 55906 55906 4162 JEFFREY D LARSON TREASURER 2.00 3.00 X X 0 0 0 JOE MANNING VICE PRESIDE 2.00 X X 0 0 0 GARY L SISSEL ASSISTANT SE 2.00 3.00 X X 0 0 0 358469 1059275 97269 2 false true false 3848131 3848131 349326 349326 13686696 13876973 -190277 -190277 -190277 4007180 159049 2614614 2614614 105865 105865 302564 31817 39387 231360 271242 28523 35309 207410 14381 1512 1872 10997 25771 2710 3355 19706 37534 3947 4886 28701 2265 2265 18310 18310 98877 98877 40130 7247 32883 49137 105 23861 25171 32838 32838 TRUST AND ANNUITY PAYMENT 242754 242754 SRJ PRINTING AND POSTAGE 48043 48043 DONOR RECOGNITION 41852 41852 DIRECT MAIL 33197 33197 3979374 2837136 478123 664115 1241204 1212312 16432041 16469706 1911852 1840779 7803861 4377586 27388958 23900383 500685 399212 500685 399212 X 19384519 17571005 7503754 5930166 26888273 23501171 27388958 23900383 27806 -3414908 X false true X true false X 794418 2382796 1216580 2185202 3848131 10427127 794418 2382796 1216580 2185202 3848131 10427127 1889234 8537893 267499 396481 337457 354522 349326 1705285 733 4742 5475 12137887 0.70340 0.53500 X PART II, LINE 10 5,475 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1546270 99735 -70077 1575928 848068 619952 78250 1546270 748999 99069 848068 652644 96355 748999 756824 -62990 41190 652644 0.84000 0.16000 false false ALTERNATIVE INVESTMENTS 1840779 1840779 ANNUITIES 3642566 CHARITABLE REMAINDER TRUSTS 735020 4377586 DUE TO THE SC 228651 DUE TO THE HOUSE OF THE TEMPLE 169186 DUE TO RESEARCH SOCIETY 1375 399212 X 493395 -3414908 -3414908 3908303 98877 98877 4007180 3880497 3880497 98877 98877 3979374 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL ENDOWMENT FUNDS ESTABLISHED FOR DIFFERENT PURPOSES. ITS ENDOWMENT INCLUDES TWO DONOR-RESTRICTED ENDOWMENT FUNDS. THE INVESTMENT INCOME FROM THE SOVEREIGN GRAND COMMANDER (SGC) SCHOLARSHIP FUND IS RESTRICTED FOR ANNUAL SCHOLARSHIPS. INVESTMENT INCOME FROM THE YASKAL FUND IS RESTRICTED FOR THE RITECARE PROGRAM. SCHEDULE D, PAGE 3, PART X FOUNDATION COMPLIES WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2022, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. true THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC 1733 16TH STREET NW WASHINGTON DC 20009 521664576 C3 2119448 GENERAL SUPPORT DEMOLAY INTERNATIONAL 10200 NW AMBASSADOR DRIVE KANSAS CITY MO 64153 431722585 C3 6600 KACH ESSAY WINNERS MIDWEST HISTORIC MASONIC LODGE C3 5300 GENERAL SUPPORT NORTH CAROLINA SR MASONIC C3 7643 GENERAL SUPPORT SCOTTISH RITE FOUNDATION OF UTAH 650 E S TEMPLE STREET SALT LAKE CITY UT 84102 870489597 C3 16652 GENERAL SUPPORT UNKNOWN 250000 HURRICAN IAN RELIEF AID 15000 HURRICANE RELIEF 46 SHEPHARD SCHOLARSHIP 18 18000 BOOK GC SCHOLARSHIP 5 8000 BOOK GENRAL SCHOLARSHIPS 17 79865 BOOK SCHEDULE I, PAGE 1, PART I, LINE 2 THE SCOTTISH RITE FOUNDATION RECEIVES ANNUAL FINANCIAL REPORTS FROM THE ENTITIES RECEIVING GRANTS FROM THE FOUNDATION. AS PART OF THE REPORTING PROCESS, THE ORGANIZATIONS RECEIVING GRANTS REPORT TO THE FOUNDATION BOARD MEMBERS WHO ARE ASSIGNED TO THE RECIPIENT'S AREA, THESE BOARD MEMBERS THEN ISSUE REPORTS BACK TO THE FOUNDATION. false false false false false false false false false JAMES D COLE PRESIDENT 103204 412814 2247 8990 105451 421804 WILLIAM G SIZEMORE II SECRETARY 64882 259529 152 609 2375 9501 166 663 67575 270302 JORGE FRANCHI CFO 32587 228108 95 666 1252 8762 3347 23432 37281 260968 MATTHEW SZRAMOSKI DIR. OF DEVELOPMENT 101262 101262 381 381 3958 3958 12228 12228 117829 117829 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE CHAIRMAN/TREASURER, PRESIDENT, SECRETARY, AND 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 12C EACH BOARD MEMBER, OFFICER, AND EMPLOYEE MUST DISCLOSE ANY FINANCIAL INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST AND SHALL AFFIRM IN WRITING TO THE PRESIDENT, WHO IS REQUIRED TO MAKE THE SAME DISCLOSURE. 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. 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. 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 NO DOCUMENTS AVAILABLE TO THE PUBLIC SUPREME COUNCIL 33 AASR OF FREEMASONRY SJ USA 1733 16TH STREET WASHINGTON DC 20009 530152875 FRATERNAL DC 501C10 N/A false THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION SOCIETY 1733 16TH STREET WASHINGTON DC 20009 521664576 CHARITABLE DC 501C3 7 THE SC false false true true true true false false false false false false false false true true true true false false THE HOUSE OF THE TEMPLE C 1662774 BOOK VALUE THE SUPREME COUNCIL E 228651 BOOK VALUE THE HOUSE OF THE TEMPLE E 169186 BOOK VALUE THE SUPREME COUNCIL O 651492 BOOK VALUE