CALIFORNIA MASONIC FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA MASONIC FOUNDATION (EIN 23-7013074)
Tax period
2021-11-01 to 2022-10-31
Filed
2023-07-24
IRS object ID
202302059349300820
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-24T15:45:39-05:00ReturnTs
Tax Period End2022-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13121 WEST MARCH LANE SUITE 100AddressLine1Txt
CitySTOCKTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95219ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237013074EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA MASONIC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4157767000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL R HUNTERPersonNm
Person TitleVP AND CFOPersonTitleTxt
Phone4157767000PhoneNum
Signature2023-07-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastHUNTERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone2099556100PhoneNum
Preparation2023-07-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDOUGLAS D ISMAILPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,948,454GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FREEMASON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionAPPLICATION OF MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,428,646PYContributionsGrantsAmt
CY Contributions Grants$1,162,526CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,260,014PYInvestmentIncomeAmt
CY Investment Income$3,848,971CYInvestmentIncomeAmt
PY Other Revenue$8,268PYOtherRevenueAmt
CY Other Revenue$8,362CYOtherRevenueAmt
PY Total Revenue$4,696,928PYTotalRevenueAmt
CY Total Revenue$5,019,859CYTotalRevenueAmt
PY Grants And Similar Paid$2,383,828PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,441,663CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$598,046PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$645,554CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$363,085CYTotalFundraisingExpenseAmt
PY Other Expenses$561,043PYOtherExpensesAmt
CY Other Expenses$645,110CYOtherExpensesAmt
PY Total Expenses$3,542,917PYTotalExpensesAmt
CY Total Expenses$2,732,327CYTotalExpensesAmt
PY Revenues Less Expenses$1,154,011PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,287,532CYRevenuesLessExpensesAmt
Total Assets BOY$48,503,177TotalAssetsBOYAmt
Total Assets EOY$40,519,240TotalAssetsEOYAmt
Total Liabilities BOY$1,293,911TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,005,694TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$47,209,266NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$39,513,546NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CALIFORNIA MASONIC FOUNDATION'S MISSION IS TO APPLY MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES THROUGH SEVERAL IMPORTANT PROGRAMS THAT TOUCH THE LIVES OF THOUSANDS EACH YEAR.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$330,283ExpenseAmt
Grant$330,283GrantAmt
Revenue$0RevenueAmt
DescDISTRESSED WORTHY BROTHER RELIEF FUND - GRANT TO MASONIC HOMES TO PROVIDE CRITICAL RELIEF TO MASONS AND THEIR FAMILIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$149,900ExpenseAmt
Grant$149,900GrantAmt
Revenue$0RevenueAmt
DescMASONIC PUBLIC EDUCATION PROGRAM - RAISING A READER -THE CALIFORNIA MASONIC FOUNDATION HAS PARTNERED WITH ONE OF THE NATION'S LARGEST AND MOST SUCCESSFUL LITERACY ORGANIZATIONS, RAISING A READER, TO BRING ITS AWARD-WINNING LITERACY PROGRAM TO PUBLIC SCHOOLS FOR THE FIRST TIME IN THE U.S. BY PROVIDING CALIFORNIA FAMILIES WITH THE TOOLS THEY NEED, THE MASONS OF CALIFORNIA PUBLIC EDUCATION PROGRAM AND RAISING A READER ARE STRENGTHENING FAMILIES AND INSPIRING A NEW GENERATION OF CHILDREN TO READ, LEARN, AND SUCCEED - ONE BOOK AT A TIME. THANKS TO THE GENEROUS SUPPORT OF MASONS THROUGHOUT CALIFORNIA. THE PARTNERSHIP BETWEEN THE TWO ORGANIZATIONS, AND THE GIFT THAT CAME ALONG WITH IT, HAS ALLOWED FOR THE EXPANSION OF THE RAISING A READER PROGRAM INTO PUBLIC ELEMENTARY SCHOOL CLASSROOMS FOR THE FIRST TIME IN ITS HISTORY. THE MASONIC PUBLIC EDUCATION PROGRAM HELPED TO SIGNIFICANTLY IMPROVE CHILD LITERACY, STRENGTHEN FAMILIES, AND INSPIRE A NEW GENERATION OF CALIFORNIA'S CHILDREN TO READ, LEARN AND SUCCEED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$413,935ExpenseAmt
Grant$310,250GrantAmt
Revenue$0RevenueAmt
DescANNUAL COLLEGE SCHOLARSHIP HELPS MAKE THE DREAM OF COLLEGE A REALITY FOR HUNDREDS OF TOMORROW'S LEADERS. SINCE 1970 MORE THAN 2,500 STUDENTS HAVE BEEN ASSISTED WITH SCHOLARSHIP AWARDS RANGING FROM $10,000 TO $20,000 PER STUDENT OVER FOUR YEARS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$893,414ExpenseAmt
Grant$651,230GrantAmt
Revenue$0RevenueAmt
DescOTHER PROGRAM SERVICES INCLUDE: 1. MANAGEMENT OF SCHOLARSHIPS FOR OTHER ORGANIZATIONS AND CHARITIES, INCLUDING FUND MANAGEMENT, APPLICATION PROCESSING AND CHECK DISTRIBUTION2. OVERSIGHT AND ENCOURAGEMENT TO MORE THAN 350 LOCAL MASONIC LODGES TO ENGAGE THEIR COMMUNITIES IN COMMUNITY SERVICE, SCHOOL SUPPORT AND PUBLIC SERVICE3. A SPONSOR OF THE ANNUAL CALIFORNIA TEACHERS OF THE YEAR PROGRAM, THE ORGANIZATION PAYS TRIBUTE TO EXTRAORDINARY EDUCATORS EACH YEAR4. ANNUAL LEADERSHIP GRANT TO MASONIC YOUTHS TO SUPPORT THEIR LEADERSHIP TRAINING PROGRAMS5. GRANT TO CALIFORNIA MASONIC TEMPLE FOR THE PRESERVATION AND RESTORATION OF MASONIC BUILDINGS AND ARTIFACTS6. UNIVERSITY PARTNERSHIP PROGRAM - THIS PROGRAM FUNDS A SCHOLARLY PARTNERSHIP BETWEEN THE MASONIC FOUNDATION AND THE UNIVERSITY OF CALIFORNIA LOS ANGELES TO ADVANCE THE STUDY AND UNDERSTANDING OF FREEMASONRY.7. MASONIC EDUCATION AND LEADERSHIP TRAINING (MELT) DEVELOPS FUTURE MASONIC LEADERS AND ENRICHES MASONIC EDUCATION THROUGH SPONSORSHIP OF THE WARDENS LEADERSHIP RETREATS, LODGE MANAGEMENT CERTIFICATION PROGRAM AND ENHANCED EDUCATION OPPORTUNITIES. THE FOUNDATION UNDERWRITES A GREAT PORTION OF THE PROGRAM EXPENSES EACH YEAR.8. MASONS FOR MITTS - THROUGH MASONS4MITTS, THE CALIFORNIA MASONIC FOUNDATION PARTNERS WITH POPULAR BASEBALL TEAMS TO HELP UNDERSERVED YOUTH. EACH BASEBALL SEASON, TEAMS OF LODGES FACE OFF IN FRIENDLY COMPETITION TO PURCHASE BASEBALL MITTS FOR CHILDREN IN NEED. EACH MITT IS EMBOSSED WITH THE MASONS OF CALIFORNIA LOGO. OVER THE PAST 10 YEARS, THE MASONS OF CALIFORNIA HAVE PROVIDED MORE THAN $1,000,000 IN GIFTS TO SUPPORT UNDER-RESOURCED YOUTH. 9. MASONIC PUBLIC EDUCATION PROGRAM - THIS PROGRAM ADDRESSES THE HISTORIC ROLE MASONS HAVE PLAYED IN SUPPORTING PUBLIC EDUCATION, INCLUDING PRIMARY PROGRAM FOR PRIORITIES OF THE FOUNDATION.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$893,414TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$651,230TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,787,532TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARIBEL PASAMICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4152929126PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ALLAN L CASALOU
SECRETARY4.8035.20Yes (X)$0$324,349$47,319
THOMAS J BOYER
VICE PRESIDENT/CFO (THRU 06/22)1.5038.50Yes (X)$0$295,366$54,268
ANDREW D CAMERON
GENERAL COUNSEL2.6037.40Yes (X)$0$256,096$59,985
DOUGLAS D ISMAIL PRESIDENT
& CHIEF PHILANTHROPY OFFICER10.1029.90Yes (X)$194,155$74,461$29,913
CANDLER GIBSON
DIRECTOR OF MASONIC PHILANTHROPY10.1029.90$109,471$57,872$42,471Yes (X)
GREGORY CHERRY
DIRECTOR OF MASONIC PHILANTHROPY10.1029.90$85,327$41,568$16,306Yes (X)
CAROL R HUNTER
VICE PRESIDENT/CFO (AS OF 06/22)1.5038.50Yes (X)$0$0$0
MICHAEL D THIBODEAUX
CHAIRMAN OF THE BOARD1.000.00Yes (X)$0$0$0Yes (X)
MARK J MCNEE
VICE CHAIRMAN OF THE BOARD1.000.00$0$0$0Yes (X)
CHARLES P CROSS
TREASURER1.005.00Yes (X)$0$0$0
THOMAS T ALBERS
TRUSTEE1.000.00$0$0$0Yes (X)
PAUL B BAZERKANIAN
TRUSTEE1.000.00$0$0$0Yes (X)
WALTER J CAMPBELL
TRUSTEE1.000.00$0$0$0Yes (X)
DENNIS R MAHONEY
TRUSTEE1.001.00$0$0$0Yes (X)
MARK E PRESSEY
TRUSTEE1.001.00$0$0$0Yes (X)
ARTHUR L SALAZAR JR
TRUSTEE1.003.00$0$0$0Yes (X)
RALPH C SHELTON
TRUSTEE1.000.00$0$0$0Yes (X)
ALEXANDER J TEODORO
TRUSTEE1.001.00$0$0$0Yes (X)
REUBEN B ZARI
TRUSTEE1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$388,953TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,049,712TotReportableCompRltdOrgAmt
Total Other Compensation$250,262TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,162,526AllOtherContributionsAmt
Total Contributions$1,162,526TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$611,904TotalRevenueColumnAmt
Exclusion$611,904ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$21,165,662SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$17,928,595SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,237,067SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,237,067TotalRevenueColumnAmt
Exclusion$3,237,067ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC. INCOMEDesc
Business900099BusinessCd
Total Revenue Column$8,362TotalRevenueColumnAmt
Exclusion$8,362ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,362OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,019,859TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,857,333ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,112,386TotalAmt
Program Services$1,112,386ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$329,277TotalAmt
Program Services$329,277ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$376,053TotalAmt
Management And General$83,605ManagementAndGeneralAmt
Fundraising$292,448FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$171,618TotalAmt
Program Services$83,577ProgramServicesAmt
Management And General$88,041ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,284TotalAmt
Program Services$5,581ProgramServicesAmt
Management And General$5,703ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$52,163TotalAmt
Program Services$20,987ProgramServicesAmt
Management And General$20,042ManagementAndGeneralAmt
Fundraising$11,134FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$34,436TotalAmt
Program Services$13,000ProgramServicesAmt
Management And General$11,807ManagementAndGeneralAmt
Fundraising$9,629FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,709TotalAmt
Program Services$9,709ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,886TotalAmt
Management And General$27,886ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$283,465TotalAmt
Management And General$283,465ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$124,110TotalAmt
Program Services$85,959ProgramServicesAmt
Management And General$21,014ManagementAndGeneralAmt
Fundraising$17,137FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,035TotalAmt
Program Services$1,313ProgramServicesAmt
Management And General$13,617ManagementAndGeneralAmt
Fundraising$11,105FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$46,775TotalAmt
Program Services$42,359ProgramServicesAmt
Management And General$227ManagementAndGeneralAmt
Fundraising$4,189FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,659TotalAmt
Program Services$10,066ProgramServicesAmt
Management And General$3,081ManagementAndGeneralAmt
Fundraising$2,512FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,415TotalAmt
Program Services$270ProgramServicesAmt
Management And General$4,486ManagementAndGeneralAmt
Fundraising$3,659FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$64,478TotalAmt
Program Services$50,944ProgramServicesAmt
Management And General$7,455ManagementAndGeneralAmt
Fundraising$6,079FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,260TotalAmt
Program Services$6,260ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,421TotalAmt
Program Services$2,744ProgramServicesAmt
Management And General$2,576ManagementAndGeneralAmt
Fundraising$2,101FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,448TotalAmt
Program Services$3,448ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$21,449TotalAmt
Program Services$9,652ProgramServicesAmt
Management And General$8,705ManagementAndGeneralAmt
Fundraising$3,092FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,732,327TotalAmt
Program Services$1,787,532ProgramServicesAmt
Management And General$581,710ManagementAndGeneralAmt
Fundraising$363,085FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$179,581BOYAmt
EOY$286,093EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$324,160BOYAmt
EOY$219,839EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,742,514BOYAmt
EOY$937,264EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,862BOYAmt
EOY$35,801EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$51,302LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$43,416LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,613BOYAmt
EOY$7,886EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$41,062,419BOYAmt
EOY$34,725,135EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,176,028BOYAmt
EOY$4,307,222EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,503,177BOYAmt
EOY$40,519,240EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$124,021BOYAmt
EOY$268,201EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,075,133BOYAmt
EOY$592,173EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$94,757BOYAmt
EOY$145,320EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,293,911BOYAmt
EOY$1,005,694EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,074,002BOYAmt
EOY$14,092,345EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,135,264BOYAmt
EOY$25,421,201EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,209,266BOYAmt
EOY$39,513,546EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,503,177BOYAmt
EOY$40,519,240EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,287,532ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$9,983,252NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,921,930CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,906,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,961,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,428,646CurrentTaxYearMinus1YearAmt
Current Tax Year$1,162,526CurrentTaxYearAmt
Total$10,381,346TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,921,930CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,906,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,961,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,428,646CurrentTaxYearMinus1YearAmt
Current Tax Year$1,162,526CurrentTaxYearAmt
Total$10,381,346TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$109,102SubstantialContributorsTotAmt
Public Support Total170$10,272,244PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$404,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$444,399CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$376,142CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$700,304CurrentTaxYearMinus1YearAmt
Current Tax Year$611,904CurrentTaxYearAmt
Total$2,537,590TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,897CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,268CurrentTaxYearMinus1YearAmt
Current Tax Year$8,362CurrentTaxYearAmt
Total$41,835TotalAmt
FieldValueIRS element (for citing)
Total Support$12,960,771TotalSupportAmt
Public Support CY1700.79260PublicSupportCY170Pct
Public Support PY1700.75620PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationSYMPOSIUM REVENUE - 2017 AMOUNT: $ 8,370. TEMPORARY PROJECT 1-HISTORY COURSES - 2017 AMOUNT: $ 1,594. MISC REVENUE - 2018 AMOUNT: $ 7,897. 2019 AMOUNT: $ 7,344. 2020 AMOUNT: $ 8,268. 2021 AMOUNT: $ 8,362.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,637,592BeginningYearBalanceAmt
Contributions$830ContributionsAmt
Investment Earnings Or Losses-$2,868,226InvestmentEarningsOrLossesAmt
Grants Or Scholarships$510,902GrantsOrScholarshipsAmt
Other Expenditures$442,764OtherExpendituresAmt
End Year Balance$18,816,530EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,766,888BeginningYearBalanceAmt
Contributions$450ContributionsAmt
Investment Earnings Or Losses$4,806,020InvestmentEarningsOrLossesAmt
Grants Or Scholarships$386,335GrantsOrScholarshipsAmt
Other Expenditures$549,431OtherExpendituresAmt
End Year Balance$22,637,592EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,755,215BeginningYearBalanceAmt
Contributions$300ContributionsAmt
Investment Earnings Or Losses$184,004InvestmentEarningsOrLossesAmt
Grants Or Scholarships$367,345GrantsOrScholarshipsAmt
Other Expenditures-$194,714OtherExpendituresAmt
End Year Balance$18,766,888EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,956,196BeginningYearBalanceAmt
Contributions$900ContributionsAmt
Investment Earnings Or Losses$224,419InvestmentEarningsOrLossesAmt
Grants Or Scholarships$358,354GrantsOrScholarshipsAmt
Other Expenditures-$932,054OtherExpendituresAmt
End Year Balance$18,755,215EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,831,922BeginningYearBalanceAmt
Contributions$3,000ContributionsAmt
Investment Earnings Or Losses$55,544InvestmentEarningsOrLossesAmt
Grants Or Scholarships$487,529GrantsOrScholarshipsAmt
Other Expenditures$446,741OtherExpendituresAmt
End Year Balance$17,956,196EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.25160PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.74840TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,370OtherCostOrOtherBasisAmt
Depreciation$14,484DepreciationAmt
Book Value$7,886BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,932OtherCostOrOtherBasisAmt
Depreciation$28,932DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,886TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$4,307,222BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$4,307,222TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO GRAND LODGE$129,097
DUE TO OTHER MASONIC ENTITIES$16,223
FieldValueIRS element (for citing)
Total Liability$145,320TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:PRIMARILY COLLEGE SCHOLARSHIPS AND OTHER EDUCATIONAL ACTIVITIES. IN ADDITION, PORTIONS ARE USED FOR THE MASONIC LEADERSHIP TRAINING AND THE ONGOING MAINTENANCE OF CALIFORNIA MASONIC MEMORIAL TEMPLE.
PART X, LINE 2:THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, "INCOME TAXES, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
MASONIC HOMES OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108941156564501(C)(3)$330,283$0DISTRESSED WORTHY BROTHER RELIEF FUND
CALIFORNIA MASONIC MEMORIAL TEMPLE
1111 CALIFORNIA STREETSAN FRANCISCOCA94108941266937501(C)(3)$155,708$0GENERAL SUPPORT
RAISING A READER
330 TWIN DOLPHIN DRIVE SUITE 147REDWOOD CITYCA94065943390149501(C)(3)$149,900$0TO IMPROVE CHILD LITERACY, STRENGTHEN FAMILIES, AND INSPIRE A NEW GENERATION OF CALIFORNIA'S CHILDREN TO READ, LEARN AND SUCCEED.
GRAND LODGE OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108940487790501(C)(10)$134,344$0ENRICHMENT OF EDUCATION AND LEADERSHIP SKILLS AMONG MASTER MASONS
GIANT COMMUNITY FUND
24 WILLIE MAYS PLAZASAN FRANCISCOCA94107943200061501(C)(3)$82,660$0GENERAL SUPPORT
MASONIC HOMES OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108941156564501(C)(3)$57,752$0LETS WRITE THE FUTURE - ADVANCE CARE
SAN DIEGO PADRES FOUNDATION
100 PARK BOULEVARDSAN DIEGOCA92101812350619501(C)(3)$50,780$0GENERAL SUPPORT
LOS ANGLELES DODGER FOUNDATION
1000 VIN SCULLY AVENUELOS ANGELESCA90090954623022501(C)(3)$40,000$0GENERAL SUPPORT
ANGELS RBI LEAGUE
2000 E GENE AUTRY WAYANAHEIMCA92806453974647501(C)(3)$28,960$0GENERAL SUPPORT
GRAND LODGE OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108940487790501(C)(10)$25,000$0172TH ANNUAL COMMUNICATION GRANT FOR GALA
MASONIC FOUNDATION FOR CHILDREN INC
PO BOX 1960WEST CHESTERPA19380550731354501(C)(3)$10,000$0CONFERENCE CONTRIBUTION
SPARK SF PUBLIC SCHOOLS
135 VAN NESS AVENUE ROOM 119SAN FRANCISCOCA94108474568396501(C)(3)$10,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
EDUCATIONAL SCHOLARSHIP178$320,250
TEACHER OF THE YEAR13$9,027

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT FUNDS ARE MONITORED BY THE APPROPRIATE COMMITTEES OF THE ORGANIZATION. THE APPROPRIATE COMMITTEES SET GUIDELINES ON HOW FUNDS ARE USED. A) MASONIC FOUNDATION SCHOLARSHIP PROGRAM - THIS PROGRAM PROVIDES COLLEGE SCHOLARSHIPS TO 178 STUDENTS EACH YEAR. THE APPLICATION IS WEIGHED MOST HEAVILY ON ACADEMIC PERFORMANCE AND FINANCIAL NEEDS PRIOR TO GRANTING OF SCHOLARSHIP TO THE SCHOLAR STUDENTS. DURING THE SCHOLARSHIP PERIOD, THERE IS A VERIFICATION PROCESS OF THEIR GRADE POINT AVERAGE. THE SCHOLAR STUDENTS SUBMIT A TRANSCRIPT OF RECORDS THAT SHOWS THEIR SCHOOL ACADEMIC PERFORMANCE. THE SCHOLAR STUDENTS ALSO NEED TO COMPLETE AN APPLICATION FORM OR A RENEWAL FORM, ATTACHING SUPPORTING DOCUMENTATION (E.G., TRANSCRIPT OF RECORD). ONCE DOCUMENTATION IS COMPLETE, THE MASONIC FOUNDATION STAFF IN CHARGE OF THE SCHOLARSHIP PROGRAM WILL UPDATE THE SCHOLARSHIP DATABASE TO INCLUDE THEM IN THE SCHOLARSHIP REPORT FOR SCHOLARSHIP COMMITTEE APPROVAL. B) MASONIC EDUCATION LEADERSHIP PROGRAM - THE GRANT IS BASED ON ACTUAL EXPENSES MONITORED MONTHLY BY THE GRAND LODGE EXECUTIVE COMMITTEE. THE GRAND LODGE EXECUTIVE COMMITTEE DETERMINES AND APPROVES THE LEADERSHIP TRAININGS FOR THE PROGRAM AND APPROVES THE NECESSARY BUDGET. C) GRANT TO MASONIC TEMPLE FOR BUILDING RENOVATION, REPAIRS AND MAINTENANCE - THE GRANT IS BASED ON ACTUAL EXPENSES MONITORED AND REVIEWED MONTHLY BY THE GRAND LODGE AND MASONIC FOUNDATION AND TEMPLE EXECUTIVE COMMITTEE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALLAN L CASALOU
SECRETARY$0$324,349$0$0$0$0$0$22,750$0$24,569$0$371,668$0$0
THOMAS J BOYER
VICE PRESIDENT/CFO (THRU 06/22)$0$295,366$0$0$0$0$0$29,699$0$24,569$0$349,634$0$0
ANDREW D CAMERON
GENERAL COUNSEL$0$256,096$0$0$0$0$0$23,266$0$36,719$0$316,081$0$0
DOUGLAS D ISMAIL PRESIDENT
& CHIEF PHILANTHROPY OFFICER$194,155$74,461$0$0$0$0$13,649$6,980$6,963$2,321$214,767$83,762$0$0
CANDLER GIBSON
DIRECTOR OF MASONIC PHILANTHROPY$109,471$57,872$0$0$0$0$9,144$4,779$21,463$7,085$140,078$69,736$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURY MANAGER PREPARES THE FORM 990 SUPPORTING SCHEDULES/DATA, THEN THE CONTROLLER REVIEWS THE SCHEDULES/DATA AND SUBMITS TO THE TAX CONSULTANT FOR PREPARATION OF THE FORM 990. THE TAX CONSULTANT SUBMITS THE COMPLETED 990 TO THE CONTROLLER AND CFO FOR REVIEW AND APPROVAL. THE CFO AND TAX CONSULTANT PRESENT THE FORM 990 TO THE AUDIT COMMITTEE FOR FINAL APPROVAL. THE FORM IS THEN POSTED TO AN INTERNAL WEBSITE ACCESSIBLE TO ALL VOTING MEMBERS OF THE BOARD. ONCE APPROVED, THE CFO SIGNS THE FORM 990 AND FILES WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CAS REQUIRED, ANNUALLY, EACH MEMBER OF THE BOARD EXECUTES AND SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN THIS STATEMENT, THE BOARD AND THE BOARD LEVEL COMMITTEE DISCLOSES KNOWN, EXISTING, POTENTIAL AND POSSIBLE CONFLICTS OF INTEREST. IF NO SUCH INTERESTS OR ACTIVITIES EXIST, THE PARTY WRITES THE WORD "NONE" IN THE SPACE PROVIDED. IN ADDITION, THESE STATEMENTS ARE UPDATED WHEN AN INTERESTED PARTY SUBSEQUENTLY BECOMES A MATTER OF BOARD ACTION. THE INTERESTED PARTY DISCLOSES THE CIRCUMSTANCES TO THE PRESIDENT OF THE BOARD OF DIRECTORS. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE PRESIDENT OF THE BOARD, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL BOARD. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR BOARD AND NON-BOARD COMMITTEE MEMBERS IS SUBMITTED TO THE PRESIDENT OF THE BOARD FOR REVIEW. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS OR NON-BOARD COMMITTEE MEMBERS ARE PRESENTED BY THE PRESIDENT TO THE BOARD AND THE GRAND MASTER. FOLLOWING THEIR REVIEW, ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE KEPT ON FILE WITH THE GRAND SECRETARY.
FORM 990, PART VI, SECTION B, LINE 15ABENCHMARKING IS COMPLETED ON ALL POSITIONS BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT. REVIEW IS DONE BY THE INDEPENDENT VOLUNTEER LEADERSHIP BOARD OF TRUSTEES AND APPROVED BY GRAND LODGE EXECUTIVE COMMITTEE HEADED BY THE GRAND MASTER. SALARY BENCHMARKING IS CONDUCTED BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT UTILIZING NUMEROUS PUBLISHED SALARY SURVEYS FOR EACH POSITION BASED ON TITLE AND JOB DESCRIPTION.
FORM 990, PART VI, SECTION C, LINE 19THE AUDITED FINANCIAL STATEMENTS, GOVERNING/ORGANIZING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE CORPORATE OFFICE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
CALIFORNIA MASONIC MEMORIAL TEMPLE
1111 CALIFORNIA STREETSAN FRANCISCOCA94108941266937SUPPORTING ORGANIZATIONCA501(C)(3)LINE 12B, IIGRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIAYes (1)
GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108940487790FRATERNAL ORGANIZATIONCA501(C)(10)0N/A
MASONIC HOMES OF CALIFORNIA
1111 CALIFORNIA STREETSAN FRANCISCOCA94108941156564CONTINUING CARE AND RETIREMENT ACTIVITYCA501(C)(3)LINE 7GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA0
ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY
34400 MISSION BLVDUNION CITYCA94587204688615CONTINUING CARE AND RETIREMENT ACTIVITYCA501(C)(3)LINE 10MASONIC HOMES OF CALIFORNIAYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NOB HILL MASONIC CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 CALIFORNIA STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
EIN611511651EIN
Primary ActivitiesOPERATION OF MASONIC TEMPLE PARKING FACILITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA
B$159,344BOOK/ACTUAL VALUE
GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA
O$369,967BOOK/ACTUAL VALUE
CALIFORNIA MASONIC TEMPLE
B$155,707BOOK/ACTUAL VALUE
GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA
K$76,862BOOK/ACTUAL VALUE
GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA
P$107,646BOOK/ACTUAL VALUE

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