Nonprofit · EIN 85-0437846
SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION
Tax-exempt · SANTA FE, NM 87504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $103,138 | $116,150 | -$13,012 | $466,930 | $43,514 | $423,416 |
| December 31, 2023 | 990 | $34,128 | $57,314 | -$23,186 | $455,015 | $813 | $454,202 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $65,298
- Program service revenue
- $14,436
- Investment income
- $23,404
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $101,569
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $677
- Program services (functional)
- $105,238
- Fundraising (functional)
- $10,912
Balance sheet and other
- Total assets, start of year
- $455,015
- Total assets, end of year
- $466,930
- Total liabilities, end of year
- $43,514
- Net assets, end of year
- $423,416
- Land, buildings and equipment
- $21,611
- Publicly traded securities
- $313,122
- Net assets without donor restrictions
- $423,416
- Gross receipts
- $103,138
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R ADAMS | SECRETARY Trustee or director, Officer | 30 | $0 |
| WESLEY D THORNTON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JAMES F IRICK | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| MARK S OLDKNOW | DIRECTOR Trustee or director | 5 | $0 |
| DAVID MILLIS | DIRECTOR Trustee or director | 5 | $0 |
| JAMES COOMBS | DIRECTOR Trustee or director | 5 | $0 |
| JEFFREY A ASSAD | TREASURER Trustee or director, Officer | 10 | $0 |
| GARY L SCOTT | DIRECTOR Trustee or director | 5 | $0 |
| DOUGLAS OTTERSBERG | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ADAMS | SECRETARY Trustee or director, Officer | 30 | $0 |
| WESLEY D THORNTON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JAMES IRICK | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| MARK S OLDKNOW | DIRECTOR Trustee or director | 5 | $0 |
| DAVID MILLIS | DIRECTOR Trustee or director | 5 | $0 |
| JAMES COMBS | DIRECTOR Trustee or director | 5 | $0 |
| JEFFREY A ASSAD | TREASURER Trustee or director, Officer | 10 | $0 |
| GARRY SCOTT | DIRECTOR Trustee or director | 5 | $0 |
| DOUGLAS OTTERSBERG | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PRESERVATION FOUNDATION, SANTA FE, NM 87504-0000
- In care of
- % BENJAMIN W FRIEDMAN
- Principal officer (990 for 2024)
- JEFFREY A ASSAD, PRESERVATION FOUNDATION, SANTA FE, NM 87504
- Signed the 990
- JEFFREY A ASSAD, TREASURER
- Phone
- (505) 982-4414
- Website
- NMSCOTTISHRITE.ORG
- Return prepared by
- SWAIN & GRIECO LLC
Mission
THE SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION PROTECTS, PRESERVES, MAINTAINS, RESTORES, AND DEVELOPS THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.
Program accomplishments
- THE SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION PROTECTS, PRESERVES, MAINTAINS, RESTORES, AND DEVELOPS THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.Expenses $105,238 · grants $101,569 · revenue $14,436
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0437846
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $466,930
- Income (IRS master file)
- $103,138
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $103,138 | $116,150 | $466,930 | XML |
| 990 | December 2023 | $34,128 | $57,314 | $455,015 | XML |
| 990 | December 2022 | $18,062 | $35,236 | $455,000 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0437846).
Questions about SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION
- What is the EIN of SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION?
- The employer identification number (EIN) of SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION is 85-0437846.
- Is SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION?
- The 990 for the year ended December 31, 2024 names JEFFREY A ASSAD.
- Who are the officers and directors of SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $103,138, expenses of $116,150 and total assets of $466,930 at year end.
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