2019-11-13T16:09:11-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990PF 2018-01-01 042105936 MASON WRIGHT FOUNDATION INC MASO 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN T POPP PRESIDENT & CEO 4137331517 2019-11-12 1 CONNIE M LIRA P00481097 6179848100 2019-11-12 67.137.57.251 2019-11-12 13:11:35 ES P 9EB2786B3EC6AF35018D7997716D9ABE495A2698 0FD4EF385CD5022A6BCA3F6D48F1B56E012374BF 2018 2020-03-31 21:24:44Z X 12566108 X 55750 X 282034 282034 282034 220301 2161366 220301 2893 430475 0 430475 988560 502335 715402 175046 0 0 175046 414555 0 414555 0 62677 0 12066 32291 27042 0 0 25129 48410 0 0 50210 93939 72912 72912 13499 44931 3115 3115 41816 854 0 854 11164 0 0 11164 69637 62 62 69713 948255 76089 503564 418868 137810 137810 1086065 76089 503564 556678 -97505 426246 211838 192673 161425 161425 663805 304439 304439 18470 22983 18470 18470 4288 4426 4426 701699 1209616 1208692 6649416 6886982 7569069 1975679 1861986 1799595 334379 308677 290037 13155 3407 1718 9748 9748 1441448 1200207 1200207 11988088 11965976 12566108 22693 48654 95332 27480 112315 50173 256301 X 10971294 10873789 966621 835886 11937915 11709675 11988088 11965976 11937915 -97505 0 11840410 130735 11709675 PUBLICLY TRADED SECURITIES 2152268 1941065 211203 211203 CAPITAL GAINS DIVIDENDS P 9098 9098 9098 220301 2893 X 1997-10-22 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 1 0 1 WWW.MASONWRIGHTFOUNDATION.ORG ALAN T POPP 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN T POPP MS 74 WALNUT STREET SPRINGFIELD MA 01105 PRESIDENT & CEO 50.00 190015 0 19559 JOHN MORSE 74 WALNUT STREET SPRINGFIELD MA 01105 CHAIR 1.00 0 0 0 PAUL MARCHESE 74 WALNUT STREET SPRINGFIELD MA 01105 VICE PRESIDENT 1.00 0 0 0 ALLISON EBNER 74 WALNUT STREET SPRINGFIELD MA 01105 SECRETARY 1.00 0 0 0 BETH DESOUSA CPA 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 MARY BETH DOWD 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 SUSAN MCCOY ESQ 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 SR EILEEN SULLIVAN 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 JEFF SATTLER 74 WALNUT STREET SPRINGFIELD MA 01105 TREASURER 1.00 0 0 0 SABRINA WOODGETT 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 MARK CRESS 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 PAT GRENIER 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 KATHI DONAHUE 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 JANINE KENT 74 WALNUT STREET SPRINGFIELD MA 01105 FINANCE DIRECTOR 40.00 108443 0 4929 EILEEN DRUMM-MOORE 74 WALNUT STREET SPRINGFIELD MA 01105 EXECUTIVE DIRECTOR 40.00 104232 0 6518 DEBORAH MAXTON 74 WALNUT STREET SPRINGFIELD MA 01105 AGENCY DIRECTOR 40.00 86748 0 8687 LAURA SCHMIEDING 74 WALNUT STREET SPRINGFIELD MA 01105 ACCOUNTANT 40.00 56804 0 19000 0 PEOPLE'S UNITED WEALTH MANAGEMENT ONE MONARCH PLACE-10TH FLOOR SPRINGFIELD MA 01144 INVESTMENT MANAGEMENT 72912 0 PROVIDING OPERATING MANAGEMENT SERVICES TO AN ASSISTED AND INDEPENDENT LIVING RETIREMENT COMMUNITY, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER. 427475 0 11976148 67063 0 12043211 0 0 12043211 180648 11862563 593128 X 556678 0 556678 0 556678 1997-10-22 X 211838 268898 274981 320637 1076354 180062 228563 233734 272541 914901 556678 480271 532628 443932 2013509 0 0 62575 0 62575 556678 480271 470053 443932 1950934 0 0 395419 369006 339737 341651 1445813 0 0 0 0 X MASON WRIGHT SENIOR LIVING 74 WALNUT STREET SPRINGFIELD MA 01105 PC THE ORGANIZATION PROVIDED FUNDING TO A RELATED ASSISTED LIVING FACILITY FOR OPERATIONS. 137810 137810 0 MANAGEMENT FEES 427475 14 282034 18 220301 OTHER INCOME 3000 0 502335 430475 932810 1A THE ORGANIZATION'S MISSION IS TO SUPPORT RELATED ORGANIZATIONS, INCLUDING ELDERLY ASSISTED AND INDEPENDENT LIVING FACILITIES, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER, BY PROVIDING SUPPORTING MANAGEMENT SERVICES. 11A SPONSORSHIP OF ANNUAL MEETING 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 48410 0 0 50210 SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: COLONY CARE SENIOR LIVING, INC.EIN: 45-4741875ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105EXCESS BUSINESS HOLDING: NONAME OF CONTROLLED ENTITY: MASON WRIGHT SENIOR LIVING, INC.EIN: 47-1890506ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105EXCESS BUSINESS HOLDING: NONAME OF CONTROLLED ENTITY: BRIGHT FUTURES EARLY LEARNING CENTER, INC.EIN: 82-1978704ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105EXCESS BUSINESS HOLDING: NO TRANSFERS TO CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: BRIGHT FUTURES EARLY LEARNING CENTER, INC.EIN: 82-1978704ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105DESCRIPTION OF TRANSFER: LOAN & NET ADVANCES; AMOUNT OF TRANSFER: $200,210.NAME OF CONTROLLED ENTITY: MASON WRIGHT SENIOR LIVING, INC.EIN: 47-1890506ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105DESCRIPTION OF TRANSFER: GRANT; AMOUNT OF TRANSFER: $137,810.DESCRIPTION OF TRANSFER: LOAN; AMOUNT OF TRANSFER: $162.TOTAL TRANSFERS TO CONTROLLED ENTITIES: $338,182. NET LOANS & ADVANCES TOTAL TRANSFER: $200,372. NET GRANTS TOTAL TRANSFER: $137,810. TRANSFERS FROM CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: BRIGHT FUTURE EARLY LEARNING CENTER, INC.EIN: 82-1978704ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105DESCRIPTION OF TRANSFER: ADMINISTRATIVE FEE; AMOUNT OF TRANSFER: $12,000.NAME OF CONTROLLED ENTITY: MASON WRIGHT SENIOR LIVING, INC.EIN: 47-1890506ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105DESCRIPTION OF TRANSFER: NET ADVANCES; AMOUNT OF TRANSFER: $84,835.DESCRIPTION OF TRANSFER: ADMINISTRATIVE FEE; AMOUNT OF TRANSFER: $239,891.NAME OF CONTROLLED ENTITY: COLONY CARE SENIOR LIVING, INC.EIN: 45-4741875ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105DESCRIPTION OF TRANSFER: NET ADVANCES; AMOUNT OF TRANSFER: $310,590.DESCRIPTION OF TRANSFER: ADMINISTRATIVE FEE; AMOUNT OF TRANSFER: $175,584.DESCRIPTION OF TRANSFER: GRANTS; AMOUNT OF TRANSFER: $55,500.TOTAL TRANSFERS FROM CONTROLLED ENTITIES: $878,400. NET ADVANCES TOTAL TRANSFER: $395,425. ADMINISTRATIVE FEE TOTAL TRANSFER: $427,475. GRANT TOTAL TRANSFER: $55,500. FLOATING RATE 100000 100267 CALLABLE BOND 71137 70858 UNITEDHEALTH GROUP 2.875% 12/15/2021 60938 59806 CALLABLE BOND 30000 29441 2.750% 3/10/2022 74777 73588 CALLABLE BOND 75404 74365 4% 10/15/23 76279 76978 BP CAPITAL MARKETS 3.814% 2/10/2024 75746 75698 CALLABLE BOND 76106 75317 CITIGROUP INC 3.750% 6/16/2024 50937 49650 CALLABLE BOND 49683 47396 CALLABLE BOND 49079 47636 CALLABLE BOND 71845 71760 CALLABLE BOND 74571 71939 MORGAN STANLEY 4.000% 7/23/2025 77113 73991 8/1/2025 50847 49463 CALLABLE 50429 47653 DODGE & COX INCOME #147 28777 27585 FIDELITY FLOATING RATE HIGH INC #814 161509 151778 JP MORGAN CORE BOND SELECT #3720 64291 62368 PIMCO TOTAL RETURN INSTL #35 37962 35755 PIMCO HIGH YIELD INSTL #108 248046 229616 #56 54569 51165 VANGUARD GNMA ADMIRAL #536 151941 145522 #799 570803 616173 #436 112932 87028 GERSTEIN FISHER MULTI-FACTOR INTL GR 516574 428623 WISDOMTREE EUROPE HEDGED EQ FUND ETF 246038 220963 LINDE PC 25989 24810 ARCELORMITTAL SA ADR 7083 5519 AVERY DENNISON CORP 38884 37729 B A S F SE SPONSORED ADR 6478 5714 BHP GROUP PLC ADR 9927 13028 BERRY GLOBAL GROUP INC 21344 20676 CAVCO INDUSTRIES INC 20970 20600 ECOLAB INC 46809 58056 INTERNATIONAL PAPER CO 2074 1655 QUAKER CHEMICAL CORP 10822 24879 RPM INTERNATIONAL INC 38385 48964 ROYAL DSM NV ADR 8443 8881 TORAY INDS UNSPONSORED ADR 16523 12061 IHS MARKIT LTD 9905 9306 AERCAP HOLDINGS NV 12556 11326 ACS ACTIVIDADES CONS - UNS ADR 12527 12941 AIRBUS SE ADR 6409 8806 B A E SYSTEMS PLC ADR 14959 11767 BOEING CO 30493 75143 CATERPILLAR INC 13698 11945 EAGLE MATERIALS INC 14527 8788 EMERSON ELECTRIC CO 38470 33699 FORTIVE CORP 34630 39852 GARDNER DENVER HOLDINGS INC 28362 18712 GRACO INC 12014 13476 GRAINGER W W INC 9514 16377 HONEYWELL INTL INC 63386 88785 ILLINOIS TOOL WORKS 57346 48776 KUBOTA CORP ADR 10366 8966 LINCOLN ELECTRIC HLDGS INC 17100 16007 LOCKHEED MARTIN CORPORATION 3767 3666 MIDDLEBY CORP 12117 11917 NORDSON CORP 15625 23631 RBC BEARINGS INC 16469 34610 RITCHIE BROS AUCTIONEERS 18615 24409 SCHNEIDER NATIONAL INC CL B 20517 14824 TORO CO 17832 23470 UNION PACIFIC CORP 54290 50454 UNITED PARCEL SVC INC CL B 24733 21652 WABTEC CORP 30222 26063 WASTE MANAGEMENT INC NEW 20000 33193 ROYAL CARIBBEAN CRUISES LTD 7958 7334 ALIBABA GROUP HLDG LTD SPONSORED ADR 1044 959 AMAZON COM INC 90805 108142 APTARGROUP INC 12508 17591 BOOKINGS HOLDINGS INC 39697 51673 BURLINGTON STORES INC 15965 47500 CARTER'S INC 32375 23996 COMCAST CORP NEW CL A 27873 24244 CTRIP.COM INTERNATIONAL LTD ADR 9755 9931 DAIMLER AG ADR 11019 9767 DISNEY (WALT) COMPANY HOLDING CO 64605 68860 DORMAN PRODUCTS INC 17447 31327 FIVE BELOW INC 12087 37040 HEXCEL CORP NEW 28380 22879 HOME DEPOT INC 65219 86597 INDUSTRIA DE DISENO TEXTIL SA ADR 13321 11664 LITHIA MOTORS INC CLASS A 19511 15495 MCDONALDS CORP 35958 61617 MICHAELS COMPANIES INC 14252 8760 NIKE INC CL B 31931 31139 POLARIS INDS INC 18173 13419 POOL CORP 13075 18135 T J X COS INC 17327 26844 ANHEUSER BUSCH INBEV SA/NV 3244 2303 BJS RESTAURANTS INC 16013 19722 BRITISH AMERICAN TOBACCO PLC SPN ADR 23542 10769 CARLSBERG A/S -B- SPON ADR 7776 7724 CHIPOTLE MEXICAN GRILL INC 6900 9068 COCA COLA CO 24626 26421 COSTCO WHSL CORP NEW 36588 53372 DANONE SA ADR 11186 10561 KELLOGG CO 43305 39679 KIMBERLY CLARK CORP 10927 9799 MCCORMICK & CO INC NON VOTING 7811 11418 MONDELEZ INTERNATIONAL INC 27074 27340 PEPSICO INC 52577 50931 PHILIP MORRIS INTL INC 2229 1803 PRICESMART INC 26556 18203 PROCTER & GAMBLE CO 51214 59472 SEVEN & I HLDGS CO LTD ADR 12177 12947 TEXAS ROADHOUSE INC 29886 27462 YUM CHINA HOLDINGS INC 10860 9757 CALLON PETROLEUM CO 22162 11273 CHEVRON CORP 63959 64839 DRIL-QUIP INC 8005 3514 EOG RESOURCES INC 40969 39070 MARATHON PETE CORP 13404 12274 MATADOR RESOURCES CO 18792 10483 OGE ENERGY CORP 16081 18694 OCCIDENTAL PETROLEUM CORP 22291 19273 ONEOK INC NEW 26764 22821 PARSLEY ENERGY INC 23607 11665 PHILLIPS 66 5534 4997 PIONEER NAT RES CO 9761 8812 REPSOL YPF S A SPONSORED ADR 4312 3944 ROYAL DUTCH SHELL PLC SPON ADR B 13464 14505 SPONSORED ADR A 9738 11013 SCHLUMBERGER LIMITED 88416 39977 SUPERIOR ENERGY SVCS INC 17933 1822 TOTAL S A ADR 20133 22907 AON PLC 47466 42590 JAMES RIVER GROUP HOLDINGS LTD 30406 27222 CHUBB LTD 58544 61877 AIA GROUP LTD ADR 7846 8634 AMERICAN CAMPUS CMNTYS INC REIT 30234 32988 AMERICAN EXPRESS CO 9344 9437 ARTISAN PARTNERS ASSET MGMT INC 16247 7849 A X A ADR 11966 10261 B B & T CORP 23025 23046 BANCO SANTANDER S A ADR 7568 5699 BANK OF AMERICA CORP 64361 54627 BANKUNITED INC 19634 16407 BERKSHIRE HATHAWAY INC DEL CL B 34218 47370 BLACKROCK INC 65659 71886 CORESITE REALTY CORP REIT 19121 14829 DBS GROUP HLDGS ADR 4821 6952 DNB ASA-SPONSOR ADR 14091 12205 DEUTSCHE BOERSE ADR 22801 24402 EASTERLY GOVERNMENT PPTYS INC 41613 30905 COM 4711 5601 GLACIER BANCORP INC 16141 20365 HSBC HLDGS PLC ADR NEW 9707 11716 INTESA SANPAOLO ADR 11710 10112 JPMORGAN CHASE & CO 63928 96058 ADR 4021 2820 LLOYDS BANKING GROUP PLC ADR 15071 10552 MARKETAXESS HLDGS INC 15549 50080 METLIFE INC 43883 40116 MID-AMER APT CMNTYS INC REIT 19890 25648 NORDEA BANK ABP ADR 8090 7478 OTSUKA HLDGS CO LTD ADR 10520 14292 PNC FINANCIAL SERVICES GROUP 27423 21161 PHYSICIAN REIT 22453 19476 PINNACLE FINANCIAL PARTNERS INC 25096 16780 PROASSURANCE CORP 21348 19225 SCHWAB CHARLES CORP 8283 8348 SIGNATURE BK NEW YORK N Y 29348 23338 SPONSORED ADR 13601 11666 SUMMIT HOTEL PROPERTIES INC REIT 17161 11413 SUN CMNTYS INC REIT 17443 26750 TEXAS CAPITAL BANCSHARES INC 13067 12977 COM 16144 21589 WELLS FARGO & CO NEW 17745 16220 WESTERN ALLIANCE BANCORP 13732 11097 ZIONS BANCORP NA 36826 31085 ALLERGAN PLC 28099 19113 JAZZ PHARMACEUTICALS PLC 11924 10165 MEDTRONIC PLC 63307 77225 STERIS PLC 20344 37611 ABBOTT LABS 43400 68063 ACADIA HEALTHCARE COMPANY INC 24127 11955 ALEXION PHARMACEUTICALS INC 11047 8178 AMGEN INC 7978 9539 AMNEAL PHARMACEUTICALS INC 9647 8186 BIO-RAD LABORATORIES INC 26447 22758 BIOMARIN PHARMACEUTICAL INC 2040 1958 BIOGEN INC 15898 16852 CATALENT INC 18494 16806 CELGENE CORP 18438 8909 DANAHER CORP 54344 70018 EDWARDS LIFESCIENCES CORP 43093 44419 ESSILOR INTERNATIONAL SA-UNSPON ADR 20521 19886 ICU MED INC 10073 34674 ISHARES NASDAQ BIOTECHNOLOGY ETF 52422 47829 JOHNSON & JOHNSON INC 59293 72526 LILLY ELI & CO 4705 7638 MERCK & CO INC NEW 12932 18644 NEUROCRNIE BIOSCIENCES INC 10178 8069 PFIZER INC 19045 25361 PREMIER INC CLASS A 27218 32868 REGENERON PHARMACEUTICALS 7377 6723 ROCHE HLDG LTD SPON ADR 17282 16234 SMITH & NEPHEW P L C SPON ADR NEW 12950 14055 THERMO FISHER SCIENTIFIC INC 43469 72060 UNITEDHEALTH GROUP INC 39607 81960 WEST PHARMACEUTICAL SVSC INC 16551 34311 ZOETIS INC 62046 62872 EQUINOX INC REIT 11218 8814 PUBLIC STORAGE INC REIT 13213 10728 AMERICAN ELECTRIC POWER INC 17354 22347 AMERICAN WTR WKS CO INC NEW 10393 15794 E.ON SE ADR 4944 4734 ENGIE SPONS ADR 10609 11755 NEXTERA ENERGY INC 43858 63444 PORTLAND GEN ELEC CO 19662 20953 A T & T INC 18862 15469 ORANGE ADR 13536 14101 VERIZON COMMUNICATIONS 20308 19452 ADOBE SYS INC 61879 61311 AKAMAI TECHNOLOGIES INC 8752 11422 ALPHABET INC CL C 47803 77671 ALPHABET INC CL A 44572 63743 ANSYS INC 9673 17010 APPLE INC 100136 149380 BAIDU INC ADR 11736 8247 BLACKBAUD INC 10686 16794 BOOZ ALLEN HAMILTON HOLDINGS 25767 32495 CK HUTCHISON HLDGS LTD ADR 10363 8617 CISCO SYSTEMS INC 48232 75004 COGNEX CORP 16323 24130 DEUTSCHE POST AG SPONSORED ADR 3708 2679 EPAM SYSTEMS INC 13983 12645 EXPONENT INC 16533 42799 FACEBOOK INC A 80911 69871 FANUC CORP ADR 17147 15407 FISERV INC 35519 43506 GARTNER GROUP INC 24604 38863 INTEL CORP 54916 77247 INTERNATIONAL BUSINESS MACHINES 14426 10230 MICROSOFT CORP 84135 186483 NUTANIX INC CL A 5303 5324 ORACLE CORPORATION 7940 7811 PALO ALTO NETWORKS INC 8148 11866 PAYCHEX INC 14480 17525 PAYPAL HOLDINGS INC 34395 38850 POWER INTEGRATIONS INC 12959 14757 QUALCOMM INC 7774 7854 RAPID7 INC 22050 22653 RED HAT INC 6198 11241 SS&C TECHNOLOGIES HLDGS INC 14759 25622 SAP SE ADR 16005 14037 SECOM LTD ADR 16872 22844 SILICON LABORATORIES INC 16253 17102 SPLUNK INC 4364 4823 TEXAS INSTRUMENTS 56675 56795 TYLER TECHNOLOGIES INC 14775 27316 ULTIMATE SOFTWARE GROUP INC 14867 21059 VISA INC CLASS A SHARES 52910 92226 VMWARE INC 2773 4114 WAGEWORKS INC 17463 9560 ZEBRA TECHNOLOGIES CORP CL A 17478 36464 1209616 1208692 0 0 CALLABLE BOND AT COST 77616 73971 6/3/2026 AT COST 50460 48827 WELLS FARGO 3.000% 10/23/2026 AT COST 24942 23143 GERSTEIN FISHER MLT-FTR GL RL EST SE AT COST 155659 144096 EQUIPMENT 13155 3407 9748 9748 LEGAL 27042 0 0 25129 DUE FROM RELATED PARTY - DEMAND NOTE 390885 126408 126408 DUE FROM RELATED PARTY - OTHER ADVANCES 83942 125598 125598 BENEFICIAL INTEREST IN THIRD PARTY TRUSTS 966621 948201 948201 CHANGE IN BENEFICIAL INTERESTS IN THIRD PARTY TRUSTS 130735 OFFICE SUPPLIES 49095 0 0 49294 MISCELLANEOUS EXPENSES 8955 0 0 8955 ADVERTISING, MARKETING & BRANDING 8430 0 0 8430 INSURANCE 2670 0 0 2609 REPAIRS & MAINTENANCE 425 0 0 425 MISCELLANEOUS - BANK FEES 62 62 62 0 MANAGEMENT FEES 427475 427475 OTHER INCOME 3000 3000 DUE TO RELATED PARTY - OTHER ADVANCES 27480 112315 INVESTMENT FEES 72912 72912 72912 0 CONSULTANTS 21027 0 0 13499 REAL ESTATE TAXES 2842 0 0 2842 FOREIGN TAXES PAID 3115 3115 3115 0 PAYROLL TAXES 38974 0 0 38974