2026-09-17T14:20:45-04:00 2025-12-31 521373858 DELEON & STANG CPAS AND ADVISORS 150 S EAST ST STE 103 FREDERICK MD 217016175 990 2025-01-01 526054737 THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC SCOT 2022323579 1733 16TH ST NW WASHINGTON DC 20009 WILLIAM G SIZEMORE II SECRETARY 2022323579 2026-07-15 true CLINT LEHMAN CPA P00840525 3012507400 2026-09-15 2025 JAMES D COLE 1733 16TH ST WASHINGTON DC 20009 19868873 false X WWW.SCOTTISHRITE.ORG X 1955 DC CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS AND DISASTER RELIEF. 5 3 0 70 0 3813534 1488900 0 1386985 2383726 58993 5200519 3931619 1796936 1817917 0 672109 786185 0 765544 589213 658296 3058258 3262398 2142261 669221 29413166 32108591 365980 65282 29047186 32043309 TO FUND CHILDHOOD LANGUAGE DISORDER PROGRAMS, AWARD SCHOLARSHIPS FOR UNDER-GRADUATE AND ADVANCED DEGREES, AND FUND NATURAL DISASTER RELIEF EFFORTS. false false 1964556 1817917 AWARDING OF SCHOLARSHIPS AND MAKING CONTRIBUTIONS TO NATURAL DISASTER RELIEF EFFORTS AND STATE SCOTTISH RITE FOUNDATIONS FOR SUPPORT OF CHARITABLE ACTIVITIES. 1964556 true true false false false false false false false true false false 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 true true false false false false false false X 5 3 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 114817 459268 15152 WILLIAM G SIZEMORE II SECRETARY 8.00 32.00 X X 77571 310285 40628 JORGE FRANCHI CFO 5.00 35.00 X 37331 261315 63432 PHILIP SHORTT DIR. OF DEVE 50.00 50.00 X 63903 63903 45024 GARY UNGER MAJOR DONOR 20.00 20.00 X 54736 55123 7696 JEFFREY D LARSON VICE PRESIDE 2.00 3.00 X X 0 0 0 DAVID O MARTINEZ ASSISTANT SE 2.00 3.00 X X 0 0 0 BILL W SLOAN TREASURER 2.00 X X 0 0 0 348358 1149894 171932 1 false true false 1488900 10087 1488900 599901 599901 17721079 15937254 1783825 1783825 1783825 OTHER INCOME 58993 58993 58993 3931619 2442719 1491558 1491558 326359 326359 646873 89750 105417 451706 28324 3930 4616 19778 67248 9330 10959 46959 43740 6069 7128 30543 23715 23715 114379 114379 121682 22965 98717 23442 1959 981 20502 42988 42988 TRUST AND ANNUITY PAYMENT 242138 242138 DONOR RECOGNITION 42318 42318 SRJ PRINTING AND POSTAGE 35601 35601 DIRECT MAIL 12033 12033 3262398 1964556 532298 765544 807412 378182 21641192 24246895 1471132 1162382 5493430 6321132 29413166 32108591 365980 65282 365980 65282 X 20336047 23426650 8711139 8616659 29047186 32043309 29413166 32108591 669221 2326902 X false true X true false X 2185202 3848131 2414494 3813534 1488900 13750261 2185202 3848131 2414494 3813534 1488900 13750261 4371909 9378352 354522 349326 482143 524873 599901 2310765 7912 57993 65905 4742 4742 16131673 0.58140 0.60660 X PART II, LINE 10 4,742 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2155033 80779 85952 2321764 1905862 190333 58838 2155033 1575928 248318 81616 1905862 1546270 99735 -70077 1575928 848068 619952 78250 1546270 0.79000 0.21000 false false ANNUITIES 5356326 CHARITABLE REMAINDER TRUSTS 964806 6321132 DUE TO THE SC 48926 DUE TO THE HOUSE OF THE TEMPLE 16356 65282 X 6144142 2326902 2326902 3817240 114379 114379 3931619 3148019 3148019 114379 114379 3262398 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 SEVERAL DONOR- RESTRICTED ENDOWMENT FUNDS. THE INVESTMENT INCOME FROM THE SEVERAL ENDOWED SCHOLARSHIP FUNDS ARE RESTRICTED FOR ANNUAL SCHOLARSHIPS. INVESTMENT INCOME FROM THE YASKAL FUND IN RESTRICTED FOR THE RITECARE PROGRAM. SCHEDULE D, PAGE 3, PART X THE FOUNDATION COMPLIES WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, 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 854340 GENERAL SUPPORT DEMOLAY INTERNATIONAL 10200 NW AMBASSADOR DRIVE KANSAS CITY MO 64153 431722585 C3 8400 KACH ESSAY WINNERS SRF OF NEBRASKA 202 SOUTH 20TH STREET OMAHA NE 68102 237449602 C3 160000 GENERAL SUPPORT LINCOLN SRF 332 CENTENNIAL MALL SOUTH LINCOLN NE 68508 470730224 C3 105000 GENERAL SUPPORT OMAHA SCOTTISH RITE CATHEDRAL ASSOC 202 S 20TH STREET OMAHA NE 68102 237228286 C3 356000 GENERAL SUPPORT MD SCOTTISH RITE CHARITABLE FOUND 3800 N CHARLES STREET BALTIMORE MD 21218 521300481 C3 7818 6 GENERAL SCHOLARSHIPS 49 326359 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 114817 459268 3030 12122 117847 471390 WILLIAM G SIZEMORE II SECRETARY 77416 309665 155 620 7623 30493 502 2010 85696 342788 JORGE FRANCHI CFO 37234 260637 97 678 3856 26989 4073 28514 45260 316818 PHILIP SHORTT DIR. OF DEVELOPMENT 63515 63515 388 388 4218 4218 18294 18294 86415 86415 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 492340 BOOK VALUE THE SUPREME COUNCIL E 48926 BOOK VALUE THE HOUSE OF THE TEMPLE E 16356 BOOK VALUE THE SUPREME COUNCIL O 786185 BOOK VALUE