CALIFORNIA MASONIC FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MASONIC FOUNDATION (EIN 23-7013074)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-08-18
- IRS object ID
- 202542309349300829
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-18T11:28:36-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MASONIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4157767000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL R HUNTER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4157767000 | PhoneNum |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2025-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS D ISMAIL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,620,172 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FREEMASON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | APPLICATION OF MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,529,584 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,039,911 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $82,045 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,951,119 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,420 | PYOtherRevenueAmt |
| CY Other Revenue | $7,906 | CYOtherRevenueAmt |
| PY Total Revenue | $1,619,049 | PYTotalRevenueAmt |
| CY Total Revenue | $3,998,936 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,209,565 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,989,603 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $697,939 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $701,482 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $243,962 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $638,886 | PYOtherExpensesAmt |
| CY Other Expenses | $638,091 | CYOtherExpensesAmt |
| PY Total Expenses | $3,546,390 | PYTotalExpensesAmt |
| CY Total Expenses | $3,329,176 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,927,341 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $669,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,260,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,019,821 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $783,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $892,985 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,476,243 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,126,836 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $364,821 | ExpenseAmt |
| Grant | $364,821 | GrantAmt |
| Desc | DISTRESSED WORTHY BROTHER FUND WAS CREATED BY MASONIC HOMES TO PROVIDE CRITICAL RELIEF TO MASONS AND THEIR FAMILIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $311,750 | ExpenseAmt |
| Grant | $311,750 | GrantAmt |
| Desc | ANNUAL COLLEGE SCHOLARSHIP HELPS MAKE THE DREAM OF COLLEGE A REALITY FOR HUNDREDS OF TOMORROW'S LEADERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $303,646 | ExpenseAmt |
| Grant | $303,646 | GrantAmt |
| Desc | MASONIC EDUCATION 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,699,772 | ExpenseAmt |
| Grant | $1,009,387 | GrantAmt |
| Desc | MASONIC PUBLIC EDUCATION - RAISING A READER, MASONS 4MITTS, MANAGEMENT OF SCHOLARSHIPS, OVERSIGHT AND ENCOURAGEMENT TO MORE THAN 350 LOCAL MASONIC LODGES, SPONSOR OF THE ANNUAL CALIFORNIA TEACHERS OF THE YEAR, AND ANNUAL LEADERSHIP GRANT TO MASONIC YOUTHS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,699,772 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,009,387 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,679,989 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIBEL PASAMIC | PersonNm |
| Phone | 4152929126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER SMITH | |||||||||
| CTO AND TRUSTEE | 0.53 | 39.47 | Yes (X) | Yes (X) | $0 | $233,090 | $41,812 | ||
| MICHAEL D THIBODEAUX | |||||||||
| CHAIRMAN OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK J MCNEE | |||||||||
| VICE CHAIRMAN OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS T ALBERS THRU 1024 | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL B BAZERKANIAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER J CAMPBELL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS MANUEL DIEZ JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER HERWEGH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARA MALOYAN THRU 1024 | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK E PRESSEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH C SHELTON II | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER J TEODORO | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR HAROLD WEISS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN L WONG | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS D ISMAIL | |||||||||
| PRESIDENT/CHIEF PHILANTHROPY OFFICER | 10.12 | 29.88 | Yes (X) | $335,058 | $0 | $48,186 | |||
| ALLAN L CASALOU | |||||||||
| GRAND SECRETARY | 4.45 | 35.55 | Yes (X) | $0 | $415,212 | $51,453 | |||
| CAROL R HUNTER | |||||||||
| CHIEF FINANCIAL OFFICER | 1.48 | 38.52 | Yes (X) | $0 | $326,961 | $37,145 | |||
| ANDREW CAMERON | |||||||||
| GENERAL COUNSEL | 2.71 | 37.29 | Yes (X) | $0 | $239,541 | $56,641 | |||
| ANDREW R UEHLING | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 0.34 | 39.66 | Yes (X) | $0 | $271,030 | $29,417 | |||
| CHARLES P CROSS | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CANDLER GIBSON | |||||||||
| DIRECTOR OF MASONIC PHILANTHROPY | 10.12 | 29.88 | $160,473 | $0 | $41,269 | Yes (X) | |||
| GREGORY CHERRY | |||||||||
| DIRECTOR OF MASONIC PHILANTHROPY | 2.49 | 37.51 | $155,971 | $0 | $19,870 | Yes (X) | |||
| DENISE AVILA | |||||||||
| SENIOR MANAGER OF THE ANNUAL FUND | 10.12 | 29.88 | $118,247 | $0 | $25,256 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $769,749 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,485,834 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,049 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,039,911 | AllOtherContributionsAmt |
| Total Contributions | $1,039,911 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $527,524 | TotalRevenueColumnAmt |
| Exclusion | $527,524 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,044,831 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,621,236 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,423,595 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,423,595 | TotalRevenueColumnAmt |
| Exclusion | $2,423,595 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,906 | TotalRevenueColumnAmt |
| Exclusion | $7,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,906 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,998,936 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,959,025 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,669,489 | TotalAmt |
| Program Services | $1,669,489 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,114 | TotalAmt |
| Program Services | $320,114 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,462 | TotalAmt |
| Management And General | $96,207 | ManagementAndGeneralAmt |
| Fundraising | $100,255 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,599 | TotalAmt |
| Program Services | $172,681 | ProgramServicesAmt |
| Management And General | $130,014 | ManagementAndGeneralAmt |
| Fundraising | $65,904 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,521 | TotalAmt |
| Program Services | $15,455 | ProgramServicesAmt |
| Management And General | $9,077 | ManagementAndGeneralAmt |
| Fundraising | $989 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,407 | TotalAmt |
| Program Services | $28,743 | ProgramServicesAmt |
| Management And General | $25,039 | ManagementAndGeneralAmt |
| Fundraising | $19,625 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,493 | TotalAmt |
| Program Services | $12,989 | ProgramServicesAmt |
| Management And General | $14,268 | ManagementAndGeneralAmt |
| Fundraising | $10,236 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,645 | TotalAmt |
| Program Services | $7,645 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,781 | TotalAmt |
| Program Services | $30,781 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,191 | TotalAmt |
| Program Services | $154,347 | ProgramServicesAmt |
| Management And General | $86,844 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,549 | TotalAmt |
| Fundraising | $15,549 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,063 | TotalAmt |
| Program Services | $1,773 | ProgramServicesAmt |
| Management And General | $13,561 | ManagementAndGeneralAmt |
| Fundraising | $9,729 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,266 | TotalAmt |
| Program Services | $69,850 | ProgramServicesAmt |
| Management And General | $65 | ManagementAndGeneralAmt |
| Fundraising | $4,351 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,903 | TotalAmt |
| Program Services | $12,193 | ProgramServicesAmt |
| Management And General | $3,907 | ManagementAndGeneralAmt |
| Fundraising | $2,803 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,013 | TotalAmt |
| Program Services | $475 | ProgramServicesAmt |
| Management And General | $4,389 | ManagementAndGeneralAmt |
| Fundraising | $3,149 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,690 | TotalAmt |
| Program Services | $110,939 | ProgramServicesAmt |
| Management And General | $8,007 | ManagementAndGeneralAmt |
| Fundraising | $5,744 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,718 | TotalAmt |
| Program Services | $6,718 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,630 | TotalAmt |
| Program Services | $4,595 | ProgramServicesAmt |
| Management And General | $2,932 | ManagementAndGeneralAmt |
| Fundraising | $2,103 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,825 | TotalAmt |
| Program Services | $15,825 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $44,500 | $30,060 | $10,915 | $3,525 |
| DONOR RECOGNITION | $15,317 | $15,317 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,329,176 | TotalAmt |
| Program Services | $2,679,989 | ProgramServicesAmt |
| Management And General | $405,225 | ManagementAndGeneralAmt |
| Fundraising | $243,962 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,590 | BOYAmt |
| EOY | $138,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,749 | BOYAmt |
| EOY | $1,388,357 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,300 | BOYAmt |
| EOY | $361,634 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,228 | BOYAmt |
| EOY | $28,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,195 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,717 | BOYAmt |
| EOY | $6,814 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,252,938 | BOYAmt |
| EOY | $8,932,915 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,987,661 | BOYAmt |
| EOY | $35,001,539 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $162,179 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,260,183 | BOYAmt |
| EOY | $46,019,821 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,556 | BOYAmt |
| EOY | $437,825 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,682 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,702 | BOYAmt |
| EOY | $455,160 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,940 | BOYAmt |
| EOY | $892,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,165,494 | BOYAmt |
| EOY | $15,849,737 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,310,749 | BOYAmt |
| EOY | $29,277,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,476,243 | BOYAmt |
| EOY | $45,126,836 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,260,183 | BOYAmt |
| EOY | $46,019,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $669,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,980,833 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,961,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,428,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,162,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,529,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,039,911 | CurrentTaxYearAmt |
| Total | $7,122,320 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,961,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,428,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,162,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,529,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,039,911 | CurrentTaxYearAmt |
| Total | $7,122,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $631,438 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,490,882 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $700,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $611,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $550,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $527,524 | CurrentTaxYearAmt |
| Total | $2,766,602 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,906 | CurrentTaxYearAmt |
| Total | $39,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,928,222 | TotalSupportAmt |
| Public Support CY170 | 0.65380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC REVENUE - 2019 AMOUNT: $ 7,344. 2020 AMOUNT: $ 8,268. 2021 AMOUNT: $ 8,362. 2022 AMOUNT: $ 7,420. 2023 AMOUNT: $ 7,906. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,771,129 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | $5,736,654 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,029,135 | OtherExpendituresAmt |
| End Year Balance | $23,479,248 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,816,530 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $933,808 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $652,977 | GrantsOrScholarshipsAmt |
| Other Expenditures | $326,532 | OtherExpendituresAmt |
| End Year Balance | $18,771,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,637,592 | BeginningYearBalanceAmt |
| Contributions | $830 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,868,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $510,902 | GrantsOrScholarshipsAmt |
| Other Expenditures | $442,764 | OtherExpendituresAmt |
| End Year Balance | $18,816,530 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,766,888 | BeginningYearBalanceAmt |
| Contributions | $450 | ContributionsAmt |
| Investment Earnings Or Losses | $4,806,020 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $386,335 | GrantsOrScholarshipsAmt |
| Other Expenditures | $549,431 | OtherExpendituresAmt |
| End Year Balance | $22,637,592 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,755,215 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $184,004 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $367,345 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$194,714 | OtherExpendituresAmt |
| End Year Balance | $18,766,888 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,263 | DepreciationAmt |
| Book Value | $6,814 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,932 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,814 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $4,963,660 | F |
| EQUITY MUTUAL FUNDS | $16,515,979 | F |
| FIXED INCOME MUTUAL FUNDS | $7,882,231 | F |
| PRIVATE MARKETS | $5,633,280 | F |
| OTHER INVESTMENTS | $6,389 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,001,539 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIES | Desc |
| Amt | $455,160 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $455,160 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ANGELS RBI LEAGUE | ||||||||
| 2000 E GENE AUTRY WAY | ANAHEIM | CA | 92806 | 453974647 | 501(C)(3) | $55,198 | $0 | GENERAL SUPPORT |
| CALIFORNIA MASONIC MEMORIAL TEMPLE | ||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 941266937 | 501(C)(3) | $228,967 | $0 | GENERAL SUPPORT |
| GIANT COMMUNITY FUND | ||||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | 943200061 | 501(C)(3) | $138,683 | $0 | GENERAL SUPPORT |
| GRAND LODGE OF CALIFORNIA | ||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 940487790 | 501(C)(10) | $50,000 | $0 | 173TH ANNUAL COMMUNICATION GRANT FOR GALA |
| GRAND LODGE OF CALIFORNIA | ||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 940487790 | 501(C)(10) | $303,646 | $0 | ENRICHMENT OF EDUCATION AND LEADERSHIP SKILLS AMONG MASTER MASONS |
| LOS ANGLELES DODGER FOUNDATION | ||||||||
| 1000 VIN SCULLY AVE | LOS ANGELES | CA | 90090 | 954623022 | 501(C)(3) | $75,757 | $0 | GENERAL SUPPORT |
| MASONIC HOMES OF CALIFORNIA | ||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 941156564 | 501(C)(3) | $26,370 | $0 | ADULT CARE |
| MASONIC HOMES OF CALIFORNIA | ||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 941156564 | 501(C)(3) | $364,821 | $0 | DISTRESSED WORTHY BROTHER RELIEF |
| NAFSCE | ||||||||
| 601 KING STREET SUITE 401 | ALEXANDRIA | VA | 22314 | 470968569 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT TO EDUCATION |
| NATIONAL MASONIC FOUNDATION FOR CHILDREN | ||||||||
| PO BOX 1960 | WEST CHESTER | PA | 19380 | 550731354 | 501(C)(3) | $10,000 | $0 | 2024 CONTRIBUTION |
| RAISING A READER | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 147 | REDWOOD CITY | CA | 94065 | 943390149 | 501(C)(3) | $301,375 | $0 | TO IMPROVE CHILD LITERACY, STRENGTHEN FAMILIES, AND INSPIRE A NEW GENERATION OF CALIFORNIAS CHILDREN TO READ, LEARN AND SUCCEED. |
| REALITY CHANGES OF SAN DIEGO | ||||||||
| PO BOX 50220 | SAN DIEGO | CA | 92165 | 263757305 | 501(C)(3) | $15,200 | $0 | GENERAL SUPPORT |
| SAN DIEGO PADRES FOUNDATION | ||||||||
| 100 PARK BLVD | SAN DIEGO | CA | 92101 | 812350619 | 501(C)(3) | $45,596 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATIONAL SCHOLARSHIP | 208 | $311,750 |
| TEACHER OF THE YEAR | 11 | $8,364 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS 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 200-250 STUDENTS EACH YEAR. RECIPIENTS COME FROM VARIED SOURCES - PRIMARILY REGIONAL COLLEGE ACCESS AND SUCCESS PROGRAMS. OTHER ANNUAL AWARDS ARE GIVEN TO LEADERS FROM THE MASONIC YOUTH ORDERS. SCHOLAR STUDENTS SUBMIT A TRANSCRIPT OF RECORDS THAT SHOWS THEIR SCHOOL ACADEMIC PERFORMANCE AND EXPECTED COLLEGE PLANS. 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. B) MASONIC EDUCATION LEADERSHIP PROGRAM - THE GRANTS IS BASED ON ACTUAL EXPENSES MONITORED 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLAN L CASALOU | ||||||||||||||
| GRAND SECRETARY | $0 | $415,212 | $0 | $0 | $0 | $0 | $0 | $26,331 | $0 | $25,122 | $0 | $466,665 | $0 | $0 |
| DOUGLAS D ISMAIL | ||||||||||||||
| PRESIDENT/CHIEF PHILANTHROPY OFFICER | $335,058 | $0 | $0 | $0 | $0 | $0 | $37,047 | $0 | $11,139 | $0 | $383,244 | $0 | $0 | $0 |
| CAROL R HUNTER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $326,961 | $0 | $0 | $0 | $0 | $0 | $26,006 | $0 | $11,139 | $0 | $364,106 | $0 | $0 |
| ANDREW R UEHLING | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $0 | $271,030 | $0 | $0 | $0 | $0 | $0 | $18,278 | $0 | $11,139 | $0 | $300,447 | $0 | $0 |
| ANDREW CAMERON | ||||||||||||||
| GENERAL COUNSEL | $0 | $239,541 | $0 | $0 | $0 | $0 | $0 | $19,101 | $0 | $37,540 | $0 | $296,182 | $0 | $0 |
| CHRISTOPHER SMITH | ||||||||||||||
| CTO AND TRUSTEE | $0 | $233,090 | $0 | $0 | $0 | $0 | $0 | $16,690 | $0 | $25,122 | $0 | $274,902 | $0 | $0 |
| CANDLER GIBSON | ||||||||||||||
| DIRECTOR OF MASONIC PHILANTHROPY | $160,473 | $0 | $0 | $0 | $0 | $0 | $13,505 | $0 | $27,764 | $0 | $201,742 | $0 | $0 | $0 |
| GREGORY CHERRY | ||||||||||||||
| DIRECTOR OF MASONIC PHILANTHROPY | $155,971 | $0 | $0 | $0 | $0 | $0 | $10,330 | $0 | $9,540 | $0 | $175,841 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ACCOUNTING/TREASURY MANAGER PREPARES THE SUPPORTING SCHEDULES AND DATA FOR FORM 990. ONCE COMPLETED, THE CONTROLLER REVIEWS THE MATERIALS AND SUBMITS THEM TO THE TAX CONSULTANT FOR PREPARATION OF FORM 990. THE TAX CONSULTANT THEN PROVIDES THE COMPLETED DRAFT TO BOTH THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER (CFO) FOR REVIEW AND APPROVAL. AFTER THEIR REVIEW, THE CFO AND TAX CONSULTANT PRESENT THE DRAFT FORM 990 TO THE AUDIT COMMITTEE FOR FURTHER REVIEW AND APPROVAL. THE GENERAL COUNSEL ALSO REVIEWS THE FORM BEFORE IT IS FINALIZED. FOLLOWING APPROVAL BY THE AUDIT COMMITTEE, THE FINALIZED FORM 990 IS POSTED TO AN INTERNAL WEBSITE ACCESSIBLE TO ALL VOTING MEMBERS OF THE BOARD FOR FINAL REVIEW AND APPROVAL. ONCE APPROVED, THE CFO SIGNS THE E-SIGN FORM, AND THE TAX CONSULTANT E-FILES THE RETURNS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS 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 CHAIR OF THE BOARD OF DIRECTORS. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE CHAIR OF THE BOARD, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL BOARD. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR BOARD MEMBERS IS SUBMITTED TO THE CHAIR OF THE BOARD FOR REVIEW. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS ARE PRESENTED BY THE CHAIR TO THE BOARD. FOLLOWING REVIEW, ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE KEPT ON FILE WITH THE GRAND SECRETARY. |
| FORM 990, PART VI, SECTION B, LINE 15A | BENCHMARKING IS COMPLETED ON ALL POSITIONS BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT. REVIEW IS DONE BY THE INDEPENDENT VOLUNTEER LEADERSHIP BOARD OF TRUSTESS 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 19 | THE AUDITED FINANCIAL STATEMENTS, GOVERNING/ORGANIZING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC AT THE CORPORATE OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA MASONIC MEMORIAL TEMPLE | |||||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 941266937 | SUPPORTING ORGANIZATION | CA | 501(C)(3) | LINE 12B, II | CALIFORNIA MASONIC FOUNDATION | Yes (1) | |
| ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY | |||||||||||
| 34400 MISSION BLVD | UNION CITY | CA | 94587 | 204688615 | CONTINUING CARE AND RETIREMENT ACTIVITY | CA | 501(C)(3) | LINE 10 | MASONIC HOMES OF CALIFORNIA | 0 | |
| GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | |||||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 940487790 | FRATERNAL ORGANIZATION | CA | 501(C)(10) | 0 | N/A | ||
| MASONIC HOMES OF CALIFORNIA | |||||||||||
| 1111 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 941156564 | CONTINUING CARE AND RETIREMENT ACTIVITY | CA | 501(C)(3) | LINE 7 | GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOB HILL MASONIC CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611511651 | EIN |
| Primary Activities | OPERATION OF MASONIC TEMPLE PARKING FACILITY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA MASONIC TEMPLE | ||
| B | $228,967 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | ||
| B | $303,646 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | ||
| O | $514,931 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | ||
| P | $128,528 | BOOK/ACTUAL VALUE |
| GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA | ||
| J | $113,106 | BOOK/ACTUAL VALUE |
| NOB HILL MASONIC CENTER INC | ||
| J | $738,140 | BOOK/ACTUAL VALUE |
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