2024-11-14T12:27:32-06:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 521144999 THE SCOTTISH RITE FOUNDATION OF THE DISTRICT OF COLUMBIA INC SCOT 2022328155 2800 16TH STREET NW WASHINGTON DC 20009 MARSHALL WILLNER ACCOUNTANT 2022328155 2024-11-14 1 0 J CALVIN MARKS P01226973 9197196400 2023 2024-10-15 13:58:12Z WALTER R HOENES 2800 16TH STREET NW WASHINGTON DC 20009 1852803 0 X WWW.DCSR.ORG X 1978 DC FORMED TO FURTHER THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE SCOTTISH RITE OF FREEMASONRY. 7 7 0 9 0 0 268611 197132 0 0 6345 532047 -8397 -29302 266559 699877 292794 333245 0 0 81162 86574 0 0 22850 291624 286217 665580 706036 -399021 -6159 3623660 3760779 0 0 3623660 3760779 THE SCOTTISH RITE FOUNDATION OF THE DISTRICT OF COLUMBIA, INC. (THE FOUNDATION) WAS FORMED TO FURTHER THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE SCOTTISH RITE OF FREEMASONRY. 0 0 349743 140245 THE FOUNDATION PERFORMS CHARITABLE WORKS INCLUDING JROTC AWARDS TO STUDENTS FOR OUTSTANDING LEADERSHIP, COMMUNITY LEADERSHIP AWARDS, AND PROGRAMS ON THE UNITED STATES THAT ARE FREE AND OPEN TO THE PUBLIC. 116889 93000 THE FOUNDATION PROVIDES SCHOLARSHIPS TO DESERVING STUDENTS THROUGHOUT THE UNITED STATES IN AN EFFORT TO ASSIST WITH THEIR EDUCATIONAL GOALS. 104973 100000 THE ORGANIZATION OPERATES A CLINIC SERVING CHILDREN WITH CHILDHOOD LANGUAGE DISORDERS AT REDUCED FEES OR FOR FREE. 571605 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X WALTER R HOENES 2022328155 2800 16TH STREET NW WASHINGTON DC 20009 CARROLL J COLLINS GENERAL SECRETARY 5.00 35.00 X 0 86192 8360 LEONARD PRODEN SGIG 5.00 15.00 X 0 0 0 MENSAH R ADJOGAH TREASURER 5.00 4.00 X 0 0 0 GEORGE R ADAMS TRUSTEE 2.00 X 0 0 0 MIGUEL BANAGAN TRUSTEE 2.00 X 0 0 0 SHAWN D BARTLEY TRUSTEE 2.00 X 0 0 0 GRANT BERNING TRUSTEE 2.00 X 0 0 0 LUIS CISNEROS TRUSTEE 2.00 X 0 0 0 ELKANAH FAUX TRUSTEE 2.00 X 0 0 0 ERIC KUCHNER TRUSTEE 2.00 X 0 0 0 0 86192 8360 0 0 0 0 0 35568 161564 197132 80030 80030 1515988 1063971 452017 452017 452017 59653 35568 88955 -29302 -29302 699877 0 0 502745 218016 218016 115229 115229 86574 51432 22239 12903 58883 42716 10231 5936 19864 19864 3633 3518 74 41 1911 1386 332 193 134018 126808 4562 2648 52334 52334 7574 4500 1945 1129 LANGUAGE CLINIC 4972 4972 HONORARIUM 2000 2000 EDUCATION AND AMERICANI 1028 1028 706036 571605 111581 22850 200 200 67799 43914 246477 188340 65711 58137 3489950 3658528 3623660 3760779 0 0 X 3371521 3485780 252139 274999 3623660 3760779 3623660 3760779 -6159 143278 0 X 0 1 X 1 0 X 448428 402306 405714 268611 197132 1722191 448428 402306 405714 268611 197132 1722191 767739 954452 102895 85010 63884 87071 80030 418890 48300 36580 39674 59653 184207 2325288 0.41050 0.39280 X SCHEDULE A, PART II, LINES 9 AND 12: FUNDRAISING EVENT REVENUE HAS BEEN RECLASSIFIED FROM LINE 12 TO LINE 9. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 169708 31687 1395 200000 200000 -30292 169708 200000 28358 28358 200000 200000 18584 18584 200000 194719 35703 30422 200000 1.00000 0 0 246477 188340 58137 58137 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE LODGE AND FOUNDATION HAVE PROPERLY MAINTAINED THEIR EXEMPT STATUS AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. GOLF TOURNAMENT 72871 35285 37586 12750 29842 1856 SPRING GALA 22350 283 22067 5050 30070 3600 5787 95221 35568 59653 12750 34892 30070 3600 7643 88955 -29302 1 CHILDREN'S NATIONAL MEDICAL CENTER 111 MICHIGAN AVE NW WASHINGTON DC 20010 521640403 501(C)(3) 100000 0 SUPPORT OF HEARING AND SPEECH CENTER MASONIC AND EASTERN STAR HOME OF THE DISTRICT OF COLUMBIA CHARITIES 8403 COLESVILLE RD 640 SILVER SPRING MD 20910 530205786 501(C)(3) 30000 0 FUNDRAISING GALA SUPPORT, PURCHASE OF CONCERT PIANO HARMONIC MUSIC FOUNDATION 3815 LIVINGSTON ST NW WASHINGTON DC 20015 462481406 501(C)(3) 25000 0 GENERAL SUPPORT PENFAULKNER FOUNDATION 6218 GEORGIA AVE NW UNIT 1062 WASHINGTON DC 20011 521431622 501(C)(3) 25000 0 GENERAL SUPPORT THE SUPREME COUNCIL 33 ANC & ACCEPTED SCOTTISH RITE OF FREEMASONRY S JR USA 1733 16TH ST WASHINGTON DC 20009 530152875 501(C)(10) 17850 0 SIZEMORE SCHOLARSHIP SPONSORSHIP 4 1 EDUCATIONAL SCHOLARSHIPS 22 93000 ALMONER RELIEF 10 20979 DC RECOGNITION 1 1250 PART I, LINE 2: SCHOLARSHIP COMMITTEE RECEIVES APPLICATIONS AND MEETS WITH APPLICANTS. AN AMOUNT IS SUGGESTED BY THE COMMITTEE, WHICH IS REVIEWED BY THE SGIG AND GENERAL SECRETARY. CHECKS ARE PAYABLE DIRECTLY TO THE UNIVERSITY. OCCASIONALLY, OTHER TYPES OF GRANTS ARE GIVEN, BASED ON ESTABLISHED CRITERIA THAT ARE VERIFIED BY THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS OF THE ORGANIZATION REVIEW FORM 990 WITH THE ORGANIZATION'S ACCOUNTANT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINES 13 & 14 THE ORGANIZATION HAS INFORMAL POLICIES REGARDING WHISTLEBLOWING AND DOCUMENT RETENTION AND DESTRUCTION IN PLACE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES OFFICERS, TRUSTEES, AND COMMITTEE MEMBERS TO ANNUALLY DISCLOSE ANY CONFLICT OF INTEREST IN WRITING, AND TO ABSTAIN FROM VOTING ON ANY MATTER FROM WHICH A CONFLICT OF INTEREST HAS ARISEN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ANCIENT AND ACCEPTED SCOTTISH RITE LODGE 2800 16TH STREET NW WASHINGTON DC 20009 530027293 EDUCATE GOOD MEN AND MAKE THEM BETTER DC 501(C)(10) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 ANCIENT AND ACCEPTED SCOTTISH RITE LODGE O 86574 FMV ANCIENT AND ACCEPTED SCOTTISH RITE LODGE P 52334 FMV