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← HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC

Form 990 for tax year 2025

Filed by HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC.

Totals

Total revenue
$3,061,389
Total expenses
$2,985,531
Contributions and grants received
$2,343,034
Grants paid
$0
Program service revenue
$16,403
Investment income
$666,566
Other revenue
$35,386
Total assets, end of year
$37,137,049
Total liabilities, end of year
$2,012,341
Net assets or fund balances, end of year
$35,124,708
Program services expenses (Part IX)
$1,985,693
Management and general expenses
$154,961
Fundraising expenses
$844,877
Program service expenses (Part III)
$1,985,693

Program services were 66.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,115,936

  • 1f · All other contributions, gifts and grants

    $1,227,098

  • 2a · Program service revenue: BUILDING RENTAL

    total $16,403 · excluded $16,403

  • 3 · Investment income

    total $259,698 · excluded $259,698

  • 7a · Gross sales of assets other than inventory

    securities $4,254,824

  • 7b · Less cost or other basis and sales expenses

    securities $3,847,956

  • 7c · Gain or loss

    securities $406,868

  • 7d · Net gain or loss

    total $406,868 · excluded $406,868

  • 10a · Gross sales of inventory

    $5,786

  • 10c · Net income from sales of inventory

    total $5,786 · related or exempt $5,786

  • 11a · Other revenue: OTHER INCOME

    total $29,600 · excluded $29,600

  • 11e · Other revenue, total

    $29,600

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,329,300 · program services $889,022 · fundraising $440,278

  • 8 · Pension plan contributions

    total $59,622 · program services $39,875 · fundraising $19,747

  • 9 · Other employee benefits

    total $94,408 · program services $63,139 · fundraising $31,269

  • 10 · Payroll taxes

    total $100,545 · program services $67,244 · fundraising $33,301

  • 11b · Fees: legal

    total $1,408 · management and general $1,408

  • 11c · Fees: accounting

    total $23,570 · management and general $23,570

  • 11f · Fees: investment management

    total $64,486 · management and general $64,486

  • 11g · Fees: other

    total $198,479 · program services $9,907 · management and general $5,497 · fundraising $183,075

  • 13 · Office expenses

    total $71,976 · program services $53,473 · fundraising $18,503

  • 16 · Occupancy

    total $713,333 · program services $713,333

  • 17 · Travel

    total $47,980 · program services $15,949 · fundraising $32,031

  • 23 · Insurance

    total $90,940 · program services $90,940

  • 24a · Other expenses: TRUST AND ANNUITY PAYMENT

    total $60,000 · management and general $60,000

  • 24b · Other expenses: CONTRIBUTION EXPENSE

    total $44,355 · fundraising $44,355

  • 24c · Other expenses: DONOR RECOGNITION

    total $42,318 · fundraising $42,318

  • 24d · Other expenses: SRJ PRODUCTION

    total $41,739 · program services $41,739

  • 24e · All other expenses

    total $1,072 · program services $1,072

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $682,110 · end of year $278,032

  • 10a · Land, buildings and equipment: cost or other basis

    $24,262,397

  • 10c · Land, buildings and equipment, net

    beginning of year $22,794,507 · end of year $24,262,397

  • 11 · Investments: publicly traded securities

    beginning of year $9,439,597 · end of year $10,281,286

  • 12 · Investments: other securities

    beginning of year $876,424 · end of year $713,538

  • 15 · Other assets

    beginning of year $1,660,824 · end of year $1,601,796

  • 25 · Other liabilities

    beginning of year $1,512,380 · end of year $2,012,341

  • 27 · Net assets without donor restrictions

    beginning of year $30,283,253 · end of year $31,331,715

  • 28 · Net assets with donor restrictions

    beginning of year $3,657,829 · end of year $3,792,993

Mission and programs · 2025

Mission

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 VOLUME HISTORIC PUBLIC LIBRARY, AS WELL AS NUMEROUS VALUABLE MASONIC MEMORABILIA IN ITS MUSEUM AREA.

Activities or mission (Part I)

TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE. CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS, AND DISASTER RELIEF.

  • MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS.

    Expenses $1,985,693

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James D Cole

    PRESIDENT

    Total calculated
    $589,238
    From this org
    $172,226
    From related orgs
    $401,860
    Other
    $15,152
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $172,226 + $401,860 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $4,546 + $10,606 related
    Filer's total
    $176,772 + $412,466 related

  • William G Sizemore II

    SECRETARY

    Total calculated
    $429,668
    From this org
    $116,357
    From related orgs
    $272,683
    Other
    $40,628
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $116,124 + $271,753 related
    Bonus
    $233 + $930 related
    Other
    not reported
    Deferred
    $11,435 + $26,681 related
    Nontaxable benefits
    $754 + $1,758 related
    Filer's total
    $128,546 + $301,122 related

  • Jorge Franchi

    CFO

    Total calculated
    $347,594
    From this org
    $40,318
    From related orgs
    $246,383
    Other
    $60,893
    Hours/week
    5.4 + 34.6 related

    Schedule J breakdown matched by us

    Base
    $40,213 + $245,744 related
    Bonus
    $105 + $639 related
    Other
    not reported
    Deferred
    $4,164 + $25,446 related
    Nontaxable benefits
    $4,399 + $26,884 related
    Filer's total
    $48,881 + $298,713 related

  • Philip Short

    DIR. OF DEVE

    Total calculated
    $172,830
    From this org
    $63,903
    From related orgs
    $63,903
    Other
    $45,024
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $63,515 + $63,515 related
    Bonus
    $388 + $388 related
    Other
    not reported
    Deferred
    $4,218 + $4,218 related
    Nontaxable benefits
    $18,294 + $18,294 related
    Filer's total
    $86,415 + $86,415 related

  • Gary Unger

    MAJOR DONOR

    Total calculated
    $117,168
    From this org
    $54,736
    From related orgs
    $54,736
    Other
    $7,696
    Hours/week
    20 + 20 related

  • Jeffrey D Larson

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Bill W Sloan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • David O Martinez

    ASSISTANT SE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
15 July 2026
IRS schema version
2025v4.0
Source object
202612609349301721

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