2025-07-09T08:39:13-05:00 2024-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2024-01-01 751878541 FORT WORTH SCOTTISH RITE FOUNDATION INC FORT 8173356004 1100 HENDERSON STREET FORT WORTH TX 76102 JEFF BILLINGTON SECRETARY 8173356004 2025-07-07 1 1 EMILY LANDRY P01614538 8172599100 2024 2025-03-06 01:10:19Z JEFF BILLINGTON 1100 HENDERSON ST FORT WORTH TX 76102 1459411 0 X WWW.FORTWORTHSCOTTISHRITE.ORG X 1983 TX TO PROVIDE STUDENT SCHOLARSHIPS AND DONATE TO TEXAS SCOTTISH RITE HOSPITAL AND OTHER AGENCIES AND PROGRAMS SUPPORTING YOUTH AND THE COMMUNITY. 13 12 0 119 0 0 56166 94771 0 0 137202 174712 492036 745426 685404 1014909 109159 152535 0 0 0 0 0 0 1710 105414 106231 214573 258766 470831 756143 3392822 4447627 4594 3093 3388228 4444534 TO PROVIDE STUDENT SCHOLARSHIPS AND DONATE TO TEXAS SCOTTISH RITE HOSPITAL AND OTHER AGENCIES AND PROGRAMS SUPPORTING YOUTH AND THE COMMUNITY. 0 0 113261 102536 THE FOUNDATION PROVIDES THE MEANS FOR STUDENTS TO FURTHER THEIR EDUCATION THROUGH SCHOLARSHIPS. 50000 50000 DONATIONS MADE FROM FUNDRAISING ACTIVITIES TO BENEFIT THE SCOTTISH RITE CHILDREN'S HOSPITAL. 163261 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X JEFF BILLINGTON 8173356004 1100 HENDERSON ST FORT WORTH TX 76102 JAMES A ROGERSON PRESIDENT 3.00 10.00 X X 0 0 0 H MICHAEL MOTLEY VICE PRESIDENT 1.00 2.00 X X 0 0 0 H FINLAY WATKINS VICE PRESIDENT 4.00 1.00 X X 0 0 0 MICHAEL W ELLIOTT TREASURER 2.00 3.00 X X 0 0 0 JEFF C BILLINGTON SECRETARY 2.00 15.00 X X 0 37319 0 DANNY J GILBERT CHAPLAIN 1.00 X X 0 0 0 JOHN R ALLEN MEMBER, BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 KEVIN M CARAWAY MEMBER, BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 MICHAEL A HAVERLAND MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DAVID H SEBASTIAN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JACOB R SHELTON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 KENNETH C CURRY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ROBERT R NURSEY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 0 37319 0 0 0 0 0 0 94771 94771 137505 137505 704488 704488 457582 420375 37207 37207 37207 0 2680 -2680 -2680 65065 21447 43618 43618 1014909 0 0 920138 65335 65335 87200 87200 5500 5500 34814 34814 1710 1710 1019 1019 10726 10726 50000 50000 647 647 MISCELLANEOUS 1815 1815 258766 163261 93795 1710 179196 1034803 5023 4969 33490 32789 1349 701 3207254 3407154 3392822 4447627 4594 3093 4594 3093 X 1474071 2359320 1914157 2085214 3388228 4444534 3392822 4447627 756143 300163 0 X 0 0 0 X 83771 25759 16440 56166 94771 276907 83771 25759 16440 56166 94771 276907 43864 233043 157161 185835 279072 557114 822327 2001509 2278416 0.10230 0.13640 X SCHEDULE A, PART II, LINE 17A NOTWITHSTANDING THAT THE PUBLIC SUPPORT PERCENTAGE INDICATED AT LINE 14 IS LESS THAN 33.33 PERCENT, FORT WORTH SCOTTISH RITE FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCRIBED UNDER SECTION 1.170A-9(E)(3) OF THE REGULATIONS. THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY FORT WORTH SCOTTISH RITE FOUNDATION IS WELL IN EXCESS OF 10 PERCENT OF ITS TOTAL SUPPORT NORMALLY RECEIVED. IN RECENT YEARS, THE ROYALTY INTERESTS THAT CONSTITUTE A SIGNIFICANT PORTION OF THE INCOME RECEIVED BY THE FOUNDATION ARE THE RESULT OF A BEQUEST IN THE LAST WILL AND TESTAMENT OF A FORMER MEMBER OF THE FORT WORTH SCOTTISH RITE ASSOCIATION, A PREDECESSOR OF THE FOUNDATION. THERE ARE NO RESTRICTIONS ON THE PROPERTY INTERESTS CONVEYED OTHER THAN THAT THEY BE USED FOR COLLEGE SCHOLARSHIPS. FORT WORTH SCOTTISH RITE FOUNDATION, INC. HAS BEEN LIQUIDATING ROYALTY INTERESTS TO FURTHER ITS PROGRAM OF COLLEGE SCHOLARSHIP GRANTS WHILE ALSO CONTINUING EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. AS NOTED BELOW, PUBLIC SUPPORT HAS ALWAYS BEEN WELL ABOVE 10% AND WAS ABOVE 33 1/3% FROM 2005 TO 2018. YEAR ENDED DECEMBER 31, PUBLIC SUPPORT PERCENTAGE 1999, 30.52 2000, 34.94 2001, 46.86 2002, 52.93 2003, 56.43 2004, 37.98 2005, 55.31 2006, 61.08 2007, 62.02 2008, 62.02 2009, 48.01 2010, 57.77 2011, 67.24 2012, 75.51 2013, 73.13 2014, 68.07 2015, 58.61 2016, 48.97 2017, 40.83 2018, 40.64 2019, 30.44 2020, 26.64 2021, 23.31 2022, 16.90 2023, 13.64 2024, 11.96 FORT WORTH SCOTTISH RITE FOUNDATION HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS AND SPONSORSHIPS. IT PROVIDES OUTREACH TO THE GENERAL PUBLIC THROUGH THE PRESENCE OF PUBLIC FUNDRAISERS AND EVENTS AND DISTRIBUTES INFORMATION ABOUT THE FOUNDATION THROUGH ITS PUBLIC EVENTS. FORT WORTH SCOTTISH RITE FOUNDATION PROVIDES SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AND GIVES BACK TO THE COMMUNITY THROUGH GRANTS. FORT WORTH SCOTTISH RITE FOUNDATION PROVIDES OUTREACH TO CHILDREN WITH SPEECH, LANGUAGE, HEARING, OR SWALLOWING PROBLEMS THROUGH ITS SUPPORT OF TCU'S MILLER SPEECH AND HEARING CLINIC SUMMER CAMP PROGRAM. THE FOUNDATION ALSO PROVIDES SUPPORT FOR CHILDREN OF ALL AGES THROUGH THE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. FORT WORTH SCOTTISH RITE FOUNDATION ALSO SUPPORTS EDUCATORS TEACHING STUDENTS WITH DYSLEXIA BY REIMBURSEMENT OF EXPENSES INCURRED WHILE ATTENDING CERTAIN TRAINING PROGRAMS. MEMBERS ARE ELIGIBLE TO SERVE ON THE BOARD OF FORT WORTH SCOTTISH RITE FOUNDATION THROUGH SERVICE TO ITS RELATED ORGANIZATION, FORT WORTH SCOTTISH RITE BODIES. THE FOUNDATION BOARD SEEKS TO ENJOIN QUALIFYING INDIVIDUALS FROM THAT GROUP WHO MAY BROADEN ITS SCOPE OF REPRESENTATION, DIVERSITY, KNOWLEDGE, AND EXPERTISE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1742164 96374 75000 24130 1739408 1760050 85185 81750 21321 1742164 1672349 60000 135867 86250 21916 1760050 1664043 72056 63750 1672349 1622718 88226 44849 66750 25000 1664043 0.53080 0.46920 0 0 33490 32789 701 701 65065 350 12164 665 8268 0 65065 350 12164 665 8268 21447 43618 TX 0 THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFFLE PRIZES PER CALENDAR YEAR. 0 0 0 0.50000 0.50000 JAMES A ROGERSON 1100 HENDERSON STREET FORT WORTH TX 76102 0 JAMES A ROGERSON GAMING MANAGER IS A VOLUNTEER, NOT AN EMPLOYEE OF THE ORGANIZATION. 0 0 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 750827465 501(C)(3) 15000 0 GENERAL SUPPORT TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN ST DALLAS TX 75219 750818178 501(C)(3) 50000 0 GENERAL SUPPORT 2 SCHOLARSHIP 39 87200 FORM 990, PART VI, SECTION B, LINE 11B COPIES ARE PROVIDED TO ALL MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REQUIRES THE OFFICERS AND BOARD MEMBERS TO REPORT ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORT WORTH SCOTTISH RITE BODIES VALLEY OF FORT WORTH & COORD BODIES PO BOX 1320 FORT WORTH TX 76101 751430418 FRATERNAL TX 501(C)(10) N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 FORT WORTH SCOTTISH RITE BODIES VALLEY OF FORT WORTH & COORD BODIES P 50000 ACTUAL COST FORT WORTH SCOTTISH RITE BODIES VALLEY OF FORT WORTH & COORD BODIES E 93 ACTUAL COST