2012-09-28T14:01:36-05:00 2011-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-01-01 521664576 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC HOUS 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 RONALD A SEALE 2022323579 2012-09-28 1 SUBRINA L WOOD P00365899 2022932200 2011 2016-02-24 21:20:13Z RONALD A SEALE 1733 16TH STREET NW WASHINGTON DC 20009 5294879 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 3 0 0 3059716 3087579 0 0 995903 -34485 79230 34380 4134849 3087474 0 0 0 0 1566908 1604489 845523 941250 1524741 866966 1634424 3279397 4180163 855452 -1092689 21184204 20782079 317153 1019898 20867051 19762181 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 HISTORIC PUBLIC LIBRARY, AS WELL AS NUMEROUS VALUABLE MASONIC MEMORABILIA IN ITS MUSEUM AREA. 0 0 2623640 25875 MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS. 2623640 1 1 0 0 0 0 0 0 0 1 1 0 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 0 1 0 1 6 0 1 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 12.00 X X 117712 274661 25111 CURTIS N LANCASTER 12.00 X X 0 0 0 WILLIAM G SIZEMORE 12.00 X X 69449 162047 30149 JAMES D COLE 10.00 X X 0 0 0 ROBERT L GOLDSMITH 10.00 X 0 0 0 WILLIAM B BRUNK 10.00 X 0 0 0 JORGE FRANCHI 5.00 X 23202 148664 42310 EARL IHLE 20.00 X 93982 93982 34852 MATTHEW SZRAMOSKI 20.00 X 62147 62147 40688 SEAN GRAYSTONE 40.00 X 145542 0 22173 ARTURO DEHOYOS 40.00 X 129839 0 36427 641873 741501 231710 3 0 1 0 LORTON STONE LLC 7544 FULLERTON COURT SPRINGFIELD VA 22153 MASONRY CLEANING AND REPAIR 219834 HARTMAN-COX ARCHITECTS 1074 JEFFERSON DAVIS ST NW WASHINGTON DC 20007 ARCHITECT 200668 ODELL SIMMS & ASSOCIATES 7704 LEESBURG PIKE FALLS CHURCH VA 22043 CONSULTANTS 194015 DPR CONSTRUCTION INC 2941 FAIRVIEW PARK DR SUITE 600 FALLS CHURCH VA 22042 BUILDING RENOVATION 193899 WELCH AND RUSHE 391 PRINCE GEORGES BLVD UPPER MARLBORO MD 20774 BUILDING MAINTENANCE 185565 7 513373 2574206 3087579 265237 265237 1905924 2205646 -299722 -299722 -299722 30174 1759 28415 28415 ORIENT FRIENDS DINNERS 900004 3134 3134 OTHER INCOME 900099 2831 2831 5965 3087474 28415 0 -28520 315143 262513 52630 910580 756397 154183 213543 180576 32967 87435 74251 13184 77788 65740 12048 48464 41036 7428 11385 11385 941250 941250 12969 12969 304098 28170 275928 121001 121001 924001 924001 36592 865 35727 18825 18825 79210 79210 ORIENT FRIENDS DINNERS 30910 30910 MUSEUM/LIBRARY 20061 20061 CAPITAL CAMPAIGN 11251 11251 DONOR RECOGNITION 9937 3113 6824 5720 5720 4180163 2623640 31782 1524741 258085 181967 13931354 13098803 13931354 7207243 5774008 573436 786937 46637 107813 21184204 20782079 317153 1019898 317153 1019898 X 20612030 19531454 255021 230727 20867051 19762181 21184204 20782079 X -1092689 -9641 X X 0 1 1 X 0 X 1449209 2167922 2224075 3059716 2146329 11047251 1449209 2167922 2224075 3059716 2146329 11047251 416498 10630753 401061 472241 271061 195105 265237 1604705 9854 41846 34463 21467 5965 113595 12765551 177509 0.83280 0.81160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 255021 754118 778412 230727 273734 1175395 1194108 255021 321290 211308 258864 273734 520906 1280 200896 321290 1.00000 0 0 1970934 1970934 8891555 8891555 863430 863430 2205435 2205435 13931354 DUE TO SUPREME COUNCIL 1015296 DUE TO SCOTTISH RITE RESEARCH SOCIETY 4602 1019898 3087474 4180163 -1092689 -9641 -9641 -1102330 2137270 -9641 3227 -6414 2143684 941250 941250 3084934 3242140 3227 3227 3238913 941250 941250 4180163 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 YEARS ENDED DECEMBER 31, 2011 AND 2010. THE TEMPLE BELIEVES IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2008. 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 X X X X 0 BRICKMILL 785 ELKRIDGE LANDING RD SUITE 300 LINTHICUM MD 21090 CHARITABLE CONTRIBUTION MANAGEMENT 0 1198340 686855 511485 BARTON COTTON 1405 PARKER RD BALTIMORE MD 21227 CALENDAR/NOTEPAD CAMPAIGN AND DELUX DONOR 0 649280 254395 394885 1847620 941250 906370 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 116191 271111 0 0 1521 3550 0 0 7533 17578 125245 292239 0 0 WILLIAM G SIZEMORE 69266 161621 183 426 0 0 7098 16563 1946 4542 78493 183152 0 0 JORGE FRANCHI 23120 148137 82 527 0 0 2429 15563 3283 21035 28914 185262 0 0 EARL IHLE 93677 93677 305 305 0 0 9519 9519 7907 7907 111408 111408 0 0 MATTHEW SZRAMOSKI 61842 61842 305 305 0 0 6819 6819 13525 13525 82491 82491 0 0 SEAN GRAYSTONE 144933 0 609 0 0 0 14643 0 7530 0 167715 0 0 0 ARTURO DEHOYOS 129230 0 609 0 0 0 13740 0 22687 0 166266 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 MADE AVAILABLE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -9,641. CHANGES TO ACCOUNTING METHOD FORM 990, PART XI, LINE 1 THERE WERE NO CHANGES TO THE METHOD OF ACCOUNTING IN FY 2011 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 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 THE SUPREME COUNCIL C 406033 FMV THE SCOTTISH RITE FOUNDATION C 107340 FMV THE SUPREME COUNCIL N 1183090 FMV THE SUPREME COUNCIL O 770000 FMV THE SCOTTISH RITE FOUNDATION P 45000 FMV