2018-11-14T16:38:46-06:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990PF 2017-01-01 042105936 MASON WRIGHT FOUNDATION INC MASO 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN T POPP PRESIDENT & CEO 4137331517 2018-11-13 1 CONNIE M LIRA P00481097 6179848100 2018-11-12 67.137.57.251 2018-11-13 12:50:09 ES P 839A7130264BF8A4AA8E0E9B35915F0C6C2A2968 839A7130264BF8A4AA8E0E9B35915F0C6C2A2968 2017 2019-02-21 02:37:17Z X 13533925 X 2640 X 295181 295181 295181 574989 4135955 574989 45400 397462 0 397462 1270272 870170 738043 174021 0 0 174021 353544 0 353544 0 61917 0 40064 19417 23749 0 0 23842 44692 0 0 45492 77505 69945 69945 10024 42046 4636 4636 37410 854 0 854 17595 0 0 17595 74903 102 102 106759 870826 74683 469145 434560 45711 45711 916537 74683 469145 480271 353735 795487 268898 12281 192673 192673 334312 663805 664181 22983 22025 22983 22983 2116 4288 4288 512587 701700 698452 6845794 6649415 8185492 1673569 1975680 1986317 529214 334378 336373 4270 2552 2571 1718 1718 1806054 1441448 1441448 11740523 11988088 13533925 23613 22693 0 27480 23613 50173 X 10853203 10971294 863707 966621 11716910 11937915 11740523 11988088 11716910 353735 102914 12173559 235644 11937915 PUBLICLY TRADED SECURITIES 4130645 3560966 569679 569679 CAPITAL GAINS DIVIDENDS P 5310 5310 5310 574989 45400 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 ALAN T POPP MS 74 WALNUT STREET SPRINGFIELD MA 01105 PRESIDENT & CEO 50.00 188593 11522 0 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 TREASURER 1.00 0 0 0 MANUEL ANDRADE 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE-LEFT JUNE 2017 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 ARLENE PUTNAM 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE-LEFT JUNE 2017 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 TRUSTEE 1.00 0 0 0 SABRINA WOODGETT 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 JANINE KENT 74 WALNUT STREET SPRINGFIELD MA 01105 FINANCE DIRECTOR 40.00 98490 3445 0 EILEEN DRUMM-MOORE 74 WALNUT STREET SPRINGFIELD MA 01105 EXECUTIVE DIRECTOR 40.00 96215 4547 0 DEBORAH MAXTON 74 WALNUT STREET SPRINGFIELD MA 01105 AGENCY DIRECTOR 40.00 78198 7261 0 LAURA SCHMIEDING 74 WALNUT STREET SPRINGFIELD MA 01105 ACCOUNTANT 40.00 48580 17220 0 0 PEOPLE'S UNITED WEALTH MANAGEMENT ONE MONARCH PLACE-10TH FLOOR SPRINGFIELD MA 01144 INVESTMENT MANAGEMENT 69945 0 PROVIDING OPERATING MANAGEMENT SERVICES TO AN ASSISTED AND INDEPENDENT LIVING RETIREMENT COMMUNITY, AND TO A HOME CARE AGENCY. 434560 0 11199743 39016 0 11238759 0 0 11238759 168581 11070178 553509 X 480271 0 480271 0 480271 1997-10-22 X 268898 274981 320637 531760 1396276 228563 233734 272541 451996 1186835 480271 532628 443932 434291 1891122 0 62575 0 0 62575 480271 470053 443932 434291 1828547 0 0 369006 339737 341651 354507 1404901 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. 45711 45711 0 MANAGEMENT FEES 394462 14 295181 18 574989 OTHER INCOME 3000 0 870170 397462 1267632 1A THE ORGANIZATION'S MISSION IS TO SUPPORT RELATED ORGANIZATIONS, ELDERLY ASSISTED-LIVING AND INDEPENDENT LIVING FACILITIES, THROUGH PROVIDING SUPPORTING ADMINISTRATIVE SERVICES. 11A SPONSORSHIP OF ANNUAL MEETING 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 44692 0 0 45492 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: NET ADVANCES; AMOUNT OF TRANSFER: $83,654.NAME OF CONTROLLED ENTITY: MASON WRIGHT SENIOR LIVING, INC.EIN: 47-1890506ADDRESS: 74 WALNUT STREET, SPRINGFIELD, MA 01105DESCRIPTION OF TRANSFER: FORGIVENESS OF DEBT; AMOUNT OF TRANSFER: $235,642.TOTAL TRANSFERS TO CONTROLLED ENTITIES: $319,296. NET ADVANCES TOTAL TRANSFER: $83,654. FORGIVENESS OF DEBT TOTAL TRANSFER: $235,642. TRANSFERS FROM 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 01105DESCRIPTION OF TRANSFER: NET ADVANCES; AMOUNT OF TRANSFER: $315,532.DESCRIPTION OF TRANSFER: ADMINISTRATIVE FEE; AMOUNT OF TRANSFER: $164,497.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: $27,480.DESCRIPTION OF TRANSFER: ADMINISTRATIVE FEE; AMOUNT OF TRANSFER: $229,965.DESCRIPTION OF TRANSFER: GRANT; AMOUNT OF TRANSFER: $45,711.TOTAL TRANSFERS FROM CONTROLLED ENTITIES: $783,185. NET ADVANCES TOTAL TRANSFER: $343,012. ADMINISTRATIVE FEE TOTAL TRANSFER: $394,462. GRANT TOTAL TRANSFER: $45,711. CALLABLE BOND" 74571 77106 CALLABLE BOND" 75498 76022 CALLABLE BOND" 71497 72288 CALLABLE BOND" 71845 75307 CALLABLE BOND" 72342 73736 8/01/2025" 76427 79112 BP CAPITAL MARKETS 3.814% 2/10/2024" 75866 78845 CALLABLE BOND" 76289 77923 CITIGROUP INC 3.750% 6/16/2024" 51089 51860 CALLABLE" 50460 51010 2.750% 3/10/2022" 74777 75215 CALLABLE BOND" 30000 29952 CALLABLE BOND" 74524 76187 CALLABLE BOND" 49079 50276 MORGAN STANLEY 4.000% 7/23/2025" 77375 78529 1/10/2020 FLOATING RATE" 100000 100552 UNITEDHEALTH GROUP 2.875% 12/15/2021" 61237 60764 DODGE & COX INCOME #147" 28777 28625 FIDELITY FLOATING RATE HIGH INC #814" 158732 155933 JP MORGAN CORE BOND SELECT #3720" 64291 64084 PIMCO HIGH YIELD INSTL #108" 316281 313091 #56" 54569 54418 PIMCO TOTAL RETURN INSTL #35" 38213 36979 VANGUARD GNMA ADMIRAL #536" 151941 148503 GERSTEIN FISHER MULTI-FACTOR INTL GR" 446603 446883 #799" 483714 607969 #436" 112932 112039 WISDOMTREE EUROPE HEDGED EQ FUND ETF" 227473 229804 ARCELORMITTAL SA ADR" 6064 7270 BHP BILLITON PLC ADR" 15928 20110 CAVCO INDUSTRIES INC" 7695 12666 ECOLAB INC" 46809 52867 MONSANTO CO" 15810 15765 PPG INDUSTRIES INC" 28058 33761 PRAXAIR INC" 25763 25677 QUAKER CHEMICAL CORP" 10822 21111 ROYAL DSM NV ADR" 4900 6936 RPM INTERNATIONAL INC" 38385 43666 TORAY INDS UNSPONSORED ADR" 17641 17261 3M CO" 58362 83792 ACS ACTIVIDADES CONS - UNS ADR" 13368 13514 AERCAP HOLDINGS NV" 15579 19624 AIRBUS SE ADR" 5382 8198 B A E SYSTEMS PLC ADR" 15792 16464 BOEING CO" 58836 131530 CATERPILLAR INC" 1779 2679 COSTAR GROUP INC" 21388 36822 CUMMINS INC" 39104 50515 EAGLE MATERIALS INC" 11087 12236 FORTIVE CORP" 34630 42614 GARDNER DENVER HOLDINGS INC" 28362 31046 GENERAL ELECTRIC" 7294 4118 GRACO INC" 10975 13566 GRAINGER W W INC" 12959 18664 HONEYWELL INTL INC" 66207 103058 KOMATSU LTD" 7331 11440 LINCOLN ELECTRIC HLDGS INC" 14923 16301 LOCKHEED MARTIN CORPORATION" 3767 4495 MIDDLEBY CORP" 10036 13090 NORDSON CORP" 15625 28987 RBC BEARINGS INC" 16469 33370 RITCHIE BROS AUCTIONEERS" 18615 22328 ROCKWELL COLLINS INC" 5526 5967 SCHNEIDER NATIONAL INC CL B" 20517 22677 TE CONNECTIVITY LTD" 3493 4277 TORO CO" 17832 27397 UNITED PARCEL SVC INC CL B" 25847 27643 WABTEC CORP" 30222 30211 WASTE MANAGEMENT INC NEW" 21341 34347 AMAZON COM INC" 44287 50287 APTARGROUP INC" 12508 16134 BURLINGTON STORES INC" 16457 37032 CARREFOUR SA-SP ADR" 15597 13912 CARTER'S INC" 41846 44646 CINEMARK HOLDINGS INC" 6557 6860 COMCAST CORP NEW CL A" 27873 28516 DISNEY (WALT) COMPANY HOLDING CO" 60323 63108 DORMAN PRODUCTS INC" 17447 21277 FIVE BELOW INC" 12087 24008 HOME DEPOT INC" 65868 105379 HORIZON GLOBAL CORP" 8166 8047 ISHARES U.S. HOME CONSTRUCTION ETF" 48678 84511 LITHIA MOTORS INC CLASS A" 19511 23059 MCDONALDS CORP" 41609 72118 MICHAELS COMPANIES INC" 14252 15651 PANASONIC CORP- SPON ADR" 7478 10631 POLARIS INDS INC" 14600 17855 POOL CORP" 13075 15817 PRICELINE GROUP INC" 51905 69510 STARBUCKS CORP" 38780 39569 T J X COS INC" 17327 22938 TATA MTRS LTD ADR" 10642 9855 TUPPERWARE CORP" 15029 11976 TWENTY FIRST CENTURY FOX INC CL A" 1060 1139 ALTRIA GROUP INC" 17460 21423 AMBEV SA ADR" 9987 12881 ANHEUSER BUSCH INBEV SA/NV" 1051 1004 BJS RESTAURANTS INC" 19627 17399 BRITISH AMERICAN TOBACCO PLC SPN ADR" 23542 22643 CARLSBERG A/S -B- SPON ADR" 1783 2307 CHIPOTLE MEXICAN GRILL INC" 6900 6070 COCA COLA CO" 12997 13030 CONSTELLATION BRANDS" 31305 46400 COSTCO WHSL CORP NEW" 26725 40946 GENERAL MILLS INC" 17401 20989 KIMBERLY CLARK CORP" 18677 17737 MCCORMICK & CO INC NON VOTING" 21814 23337 PEPSICO INC" 65070 70153 PRICESMART INC" 26634 26519 PROCTER & GAMBLE CO" 77314 88940 SEVEN & I HLDGS CO LTD ADR" 12177 12347 YUM CHINA HOLDINGS INC" 12838 13767 CALLON PETROLEUM CO" 20101 18942 CANADIAN NAT RES LTD" 9497 10645 CHEVRON CORP" 62916 73612 DRIL-QUIP INC" 8005 5581 EOG RESOURCES INC" 40969 48344 MATADOR RESOURCES CO" 18792 21013 OGE ENERGY CORP" 16081 15698 PIONEER NAT RES CO" 29287 30940 ROYAL DUTCH SHELL PLC SPON ADR B" 15324 19258 SPONSORED ADR A" 6434 9206 SCHLUMBERGER LIMITED" 98073 83361 SUPERIOR ENERGY SVCS INC" 17933 5239 TOTAL S A ADR" 20867 25152 A X A ADR" 6494 7633 AIA GROUP LTD ADR" 5778 6855 AMERICAN CAMPUS CMNTYS INC REIT" 30958 32701 AMERICAN EXPRESS CO" 9344 9832 ARTISAN PARTNERS ASSET MGMT INC" 16860 14023 B B & T CORP" 24626 28291 SPONSORED ADR" 6850 7047 BANK OF AMERICA CORP" 43166 45107 BANKUNITED INC" 17226 19423 BERKSHIRE HATHAWAY INC DEL CL B" 34218 45987 BLACKROCK INC" 65659 94009 CHUBB LTD" 58544 69996 CORESITE REALTY CORP REIT" 18090 18224 DBS GROUP HLDGS ADR" 4821 7438 DEUTSCHE BOERSE ADR" 25122 26049 DNB ASA-SPONSOR ADR" 14091 14226 EASTERLY GOVERNMENT PPTYS INC" 41884 42061 COM" 2688 3037 GLACIER BANCORP INC" 18568 23673 HSBC HLDGS PLC ADR NEW" 9707 14717 INTESA SANPAOLO ADR" 8833 10897 JAMES RIVER GROUP HOLDINGS LTD" 33591 32488 JPMORGAN CHASE & CO" 79266 133675 ADR" 1981 2471 KEYCORP NEW" 40768 62103 LLOYDS BANKING GROUP PLC ADR" 15071 15458 MARKETAXESS HLDGS INC" 15549 47815 METLIFE INC" 43883 49397 MID-AMER APT CMNTYS INC REIT" 19890 26950 ADR" 15345 13380 OTSUKA HLDGS CO LTD ADR" 14022 20491 PHYSICIAN REIT" 22518 21858 PINNACLE FINANCIAL PARTNERS INC" 30267 29106 PROASSURANCE CORP" 21348 27089 SCHWAB CHARLES CORP" 8283 10325 SIGNATURE BK NEW YORK N Y" 29348 31158 SPONSORED ADR" 15977 18292 SUMMIT HOTEL PROPERTIES INC REIT" 5106 4935 SUN CMNTYS INC REIT" 17926 24401 SVB FINANCIAL GROUP" 23721 48157 TEXAS CAPITAL BANCSHARES INC" 13067 22581 COM" 16144 24598 WELLS FARGO & CO NEW" 17745 21356 WESTERN ALLIANCE BANCORP" 1124 1076 ABBOTT LABS" 39715 50393 ACADIA HEALTHCARE COMPANY INC" 24127 15173 ALEXION PHARMACEUTICALS INC" 11047 10046 ALKERMES PLC" 19304 17185 ALLERGAN PLC" 28099 23392 AMGEN INC" 49637 51996 BAYER AG SPONSORED ADR" 6779 6588 BIOGEN INC" 15898 17840 C V S HEALTH CORP" 46210 38280 CATALENT INC" 17481 21115 CELGENE CORP" 43358 42161 DANAHER CORP" 54344 63025 DENTSPLY SIRONA INC" 8523 10072 ESSILOR INTERNATIONAL SA-UNSPON ADR" 22345 23672 ICU MED INC" 10073 32616 IDEXX LABS INC" 6609 14074 IMPAX LABORATORIES INC" 9647 10073 JOHNSON & JOHNSON INC" 59293 78523 K2M GROUP HOLDINGS INC" 7601 7020 LILLY ELI & CO" 4705 5574 MEDTRONIC PLC" 63307 68557 MERCK & CO INC NEW" 12932 13730 NOVARTIS ADR" 72415 67336 PFIZER INC" 21438 23688 PREMIER INC CLASS A" 27218 25687 REGENERON PHARMACEUTICALS" 6187 5263 ROCHE HLDG LTD SPON ADR" 19665 18750 SMITH & NEPHEW P L C SPON ADR NEW" 13888 14109 STERIS PLC" 20344 30789 THERMO FISHER SCIENTIFIC INC" 43469 61141 UNITEDHEALTH GROUP INC" 39607 72531 WEST PHARMACEUTICAL SVSC INC" 16551 34535 ZOETIS INC" 15535 18514 EQUINOX INC REIT" 10074 9971 PUBLIC STORAGE INC REIT" 16454 13794 VENTAS INC REIT" 19970 18843 AMERICAN ELECTRIC POWER INC" 17354 21997 AMERICAN WTR WKS CO INC NEW" 10393 15919 E.ON SE ADR" 1680 1958 ENGIE SPONS ADR" 9599 12910 NEXTERA ENERGY INC" 47703 62007 PORTLAND GEN ELEC CO" 19662 20830 QEP RES INC" 24749 8603 A T & T INC" 18862 21073 KONINKLIJKE KPN NV ADR" 20972 20627 ORANGE ADR" 13536 15155 VERIZON COMMUNICATIONS" 33732 37739 ACCENTURE PLC IRELAND CLASS A" 17834 26176 ADECCO GROUP SA ADR" 7792 10634 ADOBE SYS INC" 3230 3855 AKAMAI TECHNOLOGIES INC" 13198 18341 ALIGN TECHNOLOGY INC" 1937 6666 ALPHABET INC CL A" 44572 64257 ALPHABET INC CL C" 47803 78480 ANALOG DEVICES INC" 9519 11129 ANSYS INC" 13962 25976 APPLE INC" 99007 159245 BAIDU INC ADR" 16702 17332 BLACKBAUD INC" 12180 29197 BOOZ ALLEN HAMILTON HOLDINGS" 25767 27492 CISCO SYSTEMS INC" 48232 66297 CK HUTCHISON HLDGS LTD ADR" 10363 11413 COGNEX CORP" 11195 31436 EBAY INC COM" 7261 7888 EXPONENT INC" 16533 30004 FACEBOOK INC A" 60024 68114 FISERV INC" 35519 38814 GARTNER GROUP INC" 28072 43595 INTEL CORP" 54916 75979 INTERNATIONAL BUSINESS MACHINES" 50491 48327 LOGMEIN INC" 28831 28167 MICROSOFT CORP" 84135 157051 MURATA MANUFACTURING CO ADR" 12411 12415 ORACLE CORPORATION" 49153 60424 PALO ALTO NETWORKS INC" 10347 11595 PAYCHEX INC" 15234 19267 PAYPAL HOLDINGS INC" 11079 13914 POWER INTEGRATIONS INC" 12959 17799 RED HAT INC" 9976 12370 SECOM LTD ADR" 16872 20767 SILICON LABORATORIES INC" 16253 19161 SPLUNK INC" 753 1077 SS&C TECHNOLOGIES HLDGS INC" 14759 22993 TEXAS INSTRUMENTS" 3593 4595 TYLER TECHNOLOGIES INC" 20840 38066 ULTIMATE SOFTWARE GROUP INC" 19054 24224 VISA INC CLASS A SHARES" 52909 79700 VMWARE INC" 6100 8271 WAGEWORKS INC" 21431 26784 ZEBRA TECHNOLOGIES CORP CL A" 27271 37472 701700 698452 0 0 CALLABLE BOND" AT COST 78011 76345 6/03/2026" AT COST 75767 78647 WELLS FARGO 3.000% 10/23/2026" AT COST 24942 24504 GERSTEIN FISHER MLT-FTR GL RL EST SE" AT COST 155658 156877 EQUIPMENT 4270 2552 1718 1718 LEGAL 23749 0 0 23842 DUE FROM RELATED PARTY - DEMAND NOTE 675162 390885 390885 DUE FROM RELATED PARTY - DEVELOPMENT FEE 190642 DUE FROM RELATED PARTIES - OTHER ADVANCES 76543 83942 83942 BENEFICIAL INTEREST IN THIRD PARTY TRUSTS 863707 966621 966621 FORGIVENESS OF DEBT 235642 ROUNDING 2 OFFICE SUPPLIES 36437 0 0 38515 MISCELLANEOUS EXPENSES 6373 0 0 36159 ADVERTISING, MARKETING & BRANDING 11197 0 0 11197 INSURANCE 2775 0 0 2869 REPAIRS & MAINTENANCE 18019 0 0 18019 MISCELLANEOUS - BANK FEES 102 102 102 0 MANAGEMENT FEES 394462 394462 OTHER INCOME 3000 3000 CHANGE IN BENEFICIAL INTERESTS IN THIRD PARTY TRUSTS 102914 DUE TO RELATED PARTY - OTHER ADVANCES 0 27480 INVESTMENT FEES 69945 69945 69945 0 CONSULTANTS 7560 0 0 10024 REAL ESTATE TAXES 1417 0 0 1417 FOREIGN TAXES PAID 4636 4636 4636 0 PAYROLL TAXES 35993 0 0 35993