2022-11-15T07:34:56-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990PF 2021-01-01 042105936 MASON WRIGHT FOUNDATION INC MASO 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN POPP MS PRESIDENT & CEO 4137331517 2022-11-11 1 ALAN POPP MS 999009999 CONNIE M LIRA P00481097 2156433900 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 18173883 X 40843 X 167442 167442 167442 2608758 10253472 2608758 177860 671363 0 671363 3488406 2776200 1016665 225714 0 0 225714 792998 0 642843 94637 158598 0 0 157359 46132 0 0 61591 74728 0 0 74039 131973 100111 100111 52284 7624 0 0 19130 3259 2489 2489 770 25514 0 25514 2430 0 0 2012 4343 0 0 4343 154236 113 3119 123695 1627549 102713 774076 815574 143430 143430 1770979 102713 774076 959004 1717427 2673487 242589 16052 36542 36542 542150 818229 818229 49224 16802 49224 49224 66328 0 71896 66328 66328 30862 16917 16917 1095925 1903171 1903171 10724316 11019490 11019490 2471402 2340952 2340952 273926 42321 241109 231605 231605 1523606 1691425 1691425 16734120 18173883 18173883 76486 100440 579697 466431 11051 290770 667234 857641 X 14981588 16142202 1085298 1174040 16066886 17316242 16734120 18173883 16066886 1717427 371242 18155555 839313 17316242 PUBLICLY TRADED SECURITIES 699445 528818 170627 170627 PUBLICLY TRADED SECURITIES 9436033 7115896 2320137 2320137 CAPITAL GAINS DIVIDENDS P 117994 117994 117994 2608758 177860 X 1997-10-22 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 MA 1 1 0 0 0 1 WWW.MASONWRIGHT. 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117546 117546 PIMCO HIGH YIELD INSTL #108 322443 322443 SHELL INTL FIN 2.750% 4/06/2030 104450 104450 VANGUARD GNMA ADMIRAL #536 640029 640029 WALT DISNEY 2.000% 9/01/2029 119365 119365 A T & T INC 43444 43444 ABBOTT LABS 24067 24067 ABBVIE INC 40755 40755 ACADIA HEALTHCARE COMPANY INC 53052 53052 ACCENTURE PLC IRELAND CLASS A 42284 42284 ADOBE INC 56139 56139 ADVANCED AUTO PTS INC 10075 10075 AENA SME SA-ADR 8934 8934 AIA GROUP LTD ADR 8106 8106 AIR LIQUIDE ADR 8125 8125 AIRBUS SE ADR 11723 11723 AKAMAI TECHNOLOGIES INC 7959 7959 ALCON INC 6708 6708 ALIBABA GROUP HLDG LTD SPONSORED ADR 4989 4989 ALPHABET INC CL A 86911 86911 AMADEUS IT GROUP 13768 13768 AMAZON COM INC 106699 106699 AMERICAN CAMPUS CMNTYS INC REIT 27213 27213 AMERICAN INTL GROUP INC 36845 36845 AMERICAN WTR WKS CO INC NEW 31728 31728 AMERIPRISE FINL INC 84766 84766 AMGEN INC 54668 54668 ANHEUSER BUSCH INBEV SA/NV ADR 1998 1998 AON PLC 32460 32460 APPLE INC 193374 193374 APTARGROUP INC 29273 29273 APTIV PLC 8742 8742 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11639 11639 CHEVRON CORP 60083 60083 CHUBB LTD 29383 29383 CISCO SYSTEMS INC 67996 67996 CITIGROUP INC 47044 47044 CME GROUP INC 17820 17820 CMS ENERGY CORP. 34411 34411 COCA COLA CO 45059 45059 COGNEX CORP 32037 32037 COMCAST CORP NEW CL A 61906 61906 COMFORT SYSTEMS 34035 34035 COMPAGNIE DE SAINT-GOBAIN ADR 10413 10413 COMPASS GROUP 13015 13015 CONOCOPHILLIPS 86616 86616 CORNING INC 14334 14334 COSTCO WHSL CORP NEW 48822 48822 CUMMINS INC 34248 34248 DANAHER CORP 26650 26650 DANONE SA ADR 6916 6916 DARDEN RESTAURANTS INC 10093 10093 DBS GROUP HLDGS ADR 9690 9690 DEUTSCHE POST AG SPONSORED ADR 10866 10866 DEVON ENERGY CORPORATION NEW 29161 29161 DIAMONDBACK ENERGY INC 60180 60180 DISNEY (WALT) COMPANY HOLDING CO 8674 8674 DOLLAR GENERAL CORP 23111 23111 DORMAN PRODUCTS INC 36954 36954 DOVER CORP 34686 34686 EAGLE MATERIALS INC 46942 46942 EASTERLY GOVERNMENT PPTYS INC REIT 29658 29658 EATON CORP PLC 9159 9159 ECOLAB INC 7038 7038 EDWARDS LIFESCIENCES CORP 35626 35626 EISAI CO LTD 6976 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58190 58190 HUBSPOT INC 63938 63938 HUDSON PACIFIC PROPERTIES INC REIT 22363 22363 IDACORP INC 35466 35466 IDEXX LABS INC 22388 22388 IHS MARKIT LTD 14488 14488 ILLINOIS TOOL WORKS 76014 76014 INGERSOLL RAND INC 60756 60756 INGREDION INC 47933 47933 INTEGER HOLDINGS CORP 22082 22082 INTEL CORP 27861 27861 INTERNATIONAL BUSINESS MACHINES 20316 20316 INTERNATIONAL PAPER CO 26027 26027 INTL FLAVORS & FRAGRANCES 17626 17626 INTUIT INC 28945 28945 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038 1082534 1082534 ISHARES BIOTECHNOLOGY ETF 27166 27166 ITAU UNIBANCO ADR 6817 6817 JAZZ PHARMACEUTICALS PLC 23442 23442 JOHNSON & JOHNSON INC 64836 64836 JPMORGAN CHASE & CO 116071 116071 JULIUS BAER GROUP LTD ADR 8809 8809 KBC GROUP NV ADR 10684 10684 KEMPER CORP 18578 18578 KINDER MORGAN INC 15067 15067 KINSALE CAPITAL GROUP INC 29974 29974 KONINKLIJKE PHILIPS ELECTRS SPONS ADR NEW 7333 7333 KONTOOR BRANDS INC 24907 24907 KRAFT HEINZ CO 20463 20463 KYNDRYL HOLDINGS INC 543 543 L A M RESH CORP 20855 20855 LAMAR ADVERTISING CO CLASS A REIT 69869 69869 LANCASTER COLONY CORP 27986 27986 LAUDER ESTEE COS INC CL A 34058 34058 LEAR CORP 17197 17197 LILLY ELI & CO 52758 52758 LITHIA MOTORS INC CLASS A 43949 43949 LONDON STOCK EXCHANGE GROUP PLC ADR 10137 10137 MANHATTAN ASSOC 44159 44159 MANPOWERGROUP INC 12264 12264 MARSH & MCLENNAN COS INC 21554 21554 MCDONALDS CORP 41283 41283 MCKESSON CORPORATION 31071 31071 MEDTRONIC PLC 46139 46139 MERCK & CO INC NEW 60929 60929 MERCK KGAA ADR 18277 18277 METLIFE INC 24684 24684 MICROSOFT CORP 193384 193384 MOLINA HEALTHCARE INC 42305 42305 MONSTER BEVERAGE CORP 7875 7875 MORGAN STANLEY CO 50062 50062 MSCI INC 33085 33085 MURATA MANUFACTURING CO ADR 7495 7495 NASDAQ INC 29191 29191 NETAPP INC 32380 32380 NETFLIX COM INC 9639 9639 NEUROCRINE BIOSCIENCES INC 25721 25721 NEWMONT CORP 22079 22079 NEXTERA ENERGY INC 40798 40798 NIKE INC CL B 29001 29001 NORDEA BANK ABP ADR 10720 10720 NORDSON CORP 50033 50033 NORDSTROM 15427 15427 NORTHERN TRUST CORP 11483 11483 NUCOR CORP 37213 37213 NUTRIEN LTD 39781 39781 NVIDIA CORP 64116 64116 NXP SEMICONDUCTORS N V 9567 9567 O REILLY AUTOMOTIVE INC NEW 26837 26837 OGE ENERGY CORP 12128 12128 ONEOK INC NEW 57291 57291 ORION OFFICE REIT INC 672 672 PALO ALTO NETWORKS INC 16703 16703 PARKER-HANNIFIN CORP 8589 8589 PAYLOCITY HLDG 36605 36605 PAYPAL HOLDINGS INC 21310 21310 PEPSICO INC 15634 15634 PERFORMANCE FOOD GROUP CO 24826 24826 PERNOD RICARD ADR 16211 16211 PHILLIPS 66 14420 14420 PHYSICIAN REIT 27906 27906 PINNACLE FINANCIAL PARTNERS INC 52238 52238 PIPER SANDLER 46234 46234 PNC FINANCIAL SERVICES GROUP 41909 41909 POLARIS INC 37259 37259 PORTLAND GEN ELEC CO 27889 27889 POWER INTEGRATIONS INC 10868 10868 PRINCIPAL REAL EST SECT 222191 222191 PROCTER & GAMBLE CO 49238 49238 PROGRESSIVE CORP 21659 21659 PROSPERITY BANCSHARES INC 18870 18870 PUBLIC STORAGE INC REIT 34834 34834 QORVO INC 25804 25804 QUAKER HOUGHTON 36232 36232 QUALCOMM INC 17556 17556 RAPID7 INC 56491 56491 RAYTHEON 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ROWE PRICE INTERNATIONAL DISCOVER #436 121155 121155 TAIWAN SEMICONDUCTOR MFG CO ADR 7940 7940 TARGET CORP 53694 53694 TE CONNECTIVITY LTD 13553 13553 TEXAS INSTRUMENTS 93481 93481 TEXAS ROADHOUSE INC 39372 39372 THE INTERNATIONAL EQUITY FUND K 571357 571357 THERMO FISHER SCIENTIFIC INC 66057 66057 TORO CO 43361 43361 TRACTOR SUPPLY CO 11691 11691 TRANE TECHNOLOGIES PLC 33335 33335 TRAVELERS COMPANIES INC 26280 26280 TRUIST FINANCIAL CORP 37940 37940 UBER TECHNOLOGIES INC 9225 9225 UCB SA ADR 12211 12211 ULTA BEAUTY INC 12783 12783 UNION PACIFIC CORP 95985 95985 UNITED PARCEL SVC INC CL B 13503 13503 UNITEDHEALTH GROUP INC 67789 67789 VAIL RESORTS INC 20002 20002 VERIZON COMMUNICATIONS 79031 79031 VIATRIS INC 14761 14761 VICI PROPERTIES INC REIT 21408 21408 VISA INC CLASS A SHARES 62846 62846 VOYA FINANCIAL INC 39852 39852 WALMART INC 9839 9839 WASTE MANAGEMENT INC NEW 37386 37386 WEC ENERGY GROUP INC 31742 31742 WESTERN ALLIANCE BANCORP 63729 63729 WESTROCK CO 8384 8384 WHIRLPOOL CORP 39423 39423 WORKDAY INC 9288 9288 WORLDLINE SA ADR 5741 5741 XP INC 1178 1178 YUM CHINA HOLDINGS INC 6679 6679 ZEBRA TECHNOLOGIES CORP CL A 54758 54758 ZOETIS INC 58567 58567 ZURICH INS GROUP LTD ADR 8921 8921 1903171 1903171 0 0 LAND IMPROVEMENTS 158450 21170 137280 137280 EQUIPMENT 32706 8232 24474 24474 LAND 47536 0 47536 47536 SOFTWARE 35234 12919 22315 22315 LEGAL 46132 0 0 61591 BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS 1085298 1174040 1174040 DUE FROM AFFILIATES 416005 517385 517385 CONSTRUCTION IN PROGRESS 22303 0 0 UNREALIZED LOSS ON INVESTMENTS 839313 ADVERTISING, MARKETING, AND BRANDING 6221 0 0 6221 DUES & SUBSCRIPTIONS 5364 0 0 5364 GENERAL LIABILITY INSURANCE 2393 0 0 1855 IT & EQUIPMENT 73518 0 0 56873 MISCELLANEOUS 22308 0 3006 8051 BANK FEES 113 113 113 0 OFFICE EXPENSE 11362 0 0 12374 PAYROLL FEES 1052 0 0 1052 PROFESSIONAL TRAINING & CERTIFICATION 1689 0 0 1689 RECRUITMENT EXPENSES 600 0 0 600 REPAIRS & MAINTENANCE 27302 0 0 27302 RESIDENTS SERVICES 1464 0 0 1464 WORKERS COMPENSATION INSURANCE 850 0 0 850 MANAGEMENT FEES 668357 668357 OTHER INCOME 3006 3006 CHANGE IN BENEFICIAL INTERESTS IN THIRD-PARTY TRUSTS 88742 EQUITY TRANSFER 282500 DUE TO AFFILIATES 11051 290770 INVESTMENT FEES 100111 100111 100111 0 CONSULTANTS 14374 0 0 34796 OTHER FEES 17488 0 0 17488 FOREIGN TAXES PAID 2489 2489 2489 0 OTHER TAXES 770 0 0 770