2025-10-22T08:36:14-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2024-01-01 042105936 MASON WRIGHT FOUNDATION INC MASO 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 WILLIAM HAWKINS CHIEF FINANCIAL OFFICER 4137331517 2025-10-21 1 1 KATARZYNA O PADZIK P02268641 7819821001 2025-10-21 2024 2025-03-06 01:10:19Z X 20826871 X 1036863 374468 372401 372401 -11376 4932534 0 0 861850 0 861850 2261805 372401 1234251 144049 0 0 144049 76789 0 0 76789 22573 0 0 22573 31813 0 0 31813 47235 11809 11809 35426 93991 82722 82722 11269 4847 0 0 4847 20303 0 20303 7553 0 7553 0 5332 0 0 5332 1391609 0 822185 569424 1846094 94531 944572 901522 434587 434587 2280681 94531 944572 1336109 -18876 277870 289679 41665 54352 54352 970200 334622 334622 12135 9693 12135 12135 48227 0 54501 48227 48227 40290 36899 36899 3239471 3472207 3472207 9111768 10685107 10685107 1246884 1759963 1759963 703600 429559 429559 298491 115569 188731 182922 182922 4069729 3810878 3810878 19676532 20826871 20826871 132572 148812 223218 92903 13122 14982 368912 256697 X 18298348 19484991 1009272 1085183 19307620 20570174 19676532 20826871 19307620 -18876 1700655 20989399 419225 20570174 PUBLICLY TRADED SECURITIES - SHORT-TERM P 516056 546196 -30140 -30140 PUBLICLY TRADED SECURITIES - LONG-TERM P 4416478 4397714 18764 18764 -11376 0 X 1997-10-22 N/A 0 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.MASONWRIGHT.ORG WILLIAM HAWKINS 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 POPP 74 WALNUT STREET SPRINGFIELD MA 01105 PRESIDENT & CEO 25.00 144049 0 14921 JOHN MORSE 74 WALNUT STREET SPRINGFIELD MA 01105 CHAIR 1.00 0 0 0 ALLISON EBNER 74 WALNUT STREET SPRINGFIELD MA 01105 VICE PRESIDENT 1.00 0 0 0 JEFF SATTLER 74 WALNUT STREET SPRINGFIELD MA 01105 TREASURER 1.00 0 0 0 SUSAN MCCOY ESQ 74 WALNUT STREET SPRINGFIELD MA 01105 SECRETARY 1.00 0 0 0 KATHI DONAHUE 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 CARLTON PICKRON 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 PAUL MARCHESE 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 EMILY LEONCZYK 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 WILLIAM HAWKINS 74 WALNUT STREET SPRINGFIELD MA 01105 CHIEF FINANCIAL OFFI 16.00 76789 7652 0 0 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 191829709 AUDIT/TAX PREPARATION 80381 WILMINGTON TRUST ONE POST OFFICE SQUARE 32ND FLOOR BOSTON MA 02109 INVESTMENT MANAGEMENT 77943 0 PROVIDING OPERATING MANAGEMENT SERVICES TO AN ASSISTED AND INDEPENDENT LIVING RETIREMENT COMMUNITY, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER. 1716137 0 16232357 27582 0 16259939 0 0 16259939 243899 16016040 800802 X 1336109 0 1336109 1997-10-22 X 289679 0 353729 242589 885997 246227 0 300670 206201 753097 1336109 1189607 1432882 959004 4917602 434587 581192 559343 143430 1718552 901522 608415 873539 815574 3199050 0 0 533868 469055 468412 513379 1984714 0 0 0 0 X BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET SPRINGFIELD MA 01105 PC GENERAL UNRESTRICTED SUPPORT 15954 COLONY CARE SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 PC GENERAL UNRESTRICTED SUPPORT 46251 MASON WRIGHT SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 PC THE ORGANIZATION PROVIDED FUNDING TO A RELATED ASSISTED LIVING FACILITY FOR OPERATIONS. 372382 434587 0 MANAGEMENT FEES 860325 14 374468 18 -11376 OTHER INCOME 01 1525 0 364617 860325 1224942 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. 0 0 0 0 0 0 0 0 0 0 X X 1 WILMINGTON TRUST 1100 NORTH MARKET ST WILMINGTON DE 198900001 6000 X 2 COLONY CARE SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 935863 X 3 BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET SPRINGFIELD MA 01105 95000 X ACCOUNTING 47235 11809 11809 35426 AMERICAN EXPRESS 10/30/2026 6.338% 60743 60743 BANK OF AMERICA 2/13/2031 105515 105515 BMO 09/10/2027 4.567% 64799 64799 BP CAP MARKETS AMERICA DTD 4/6/2020 94234 94234 CITIGROUP INC V-S 4.412% 3/31/31 96117 96117 COMCAST CORP 1.950% 1/15/31 100373 100373 ENTERPRISE PROD OPERATING LLC 01/11/2027 4.600% 80020 80020 EXXON MOBIL CORP 3.482% 3/19/30 94193 94193 GOLDMAN SACHS 05/01/2029 4.223% 63246 63246 GOLDMAN SACHS GP 3.800% 3/15/30 98396 98396 HOME DEPOT 06/25/2027 4.875% 45427 45427 MCCORMICK 02/15/2026 0.900% 57470 57470 MERCK & CO INC 4.050% 5/17/28 9853 9853 MORGAN STANLEY 3.622% 4/01/2031 102171 102171 ORACLE 09/27/2029 4.200% 62788 62788 PFIZER INC 1.700% 5/28/30 102250 102250 ROYAL BK CA MTN CONV 5.200% 8/01/28 45374 45374 SHELL INTERNATIONAL 2.750% 4/06/30 90129 90129 SOUTHERN CO 03/15/2028 1.750% 49892 49892 TD 09/10/2031 2.000% 49735 49735 UNITEDHEALTH 07/15/2026 4.750% 30075 30075 VENTAS REALTY 01/15/2029 4.400% 58403 58403 VERIZON 03/21/2031 2.550% 43059 43059 WALT DISNEY 2.000% 9/01/2029 106708 106708 WEC ENERGY GROUP 10/15/2030 1.800% 15045 15045 WELLS FARGO 03/24/2028 3.526% 33948 33948 ABBVIE INC. 39449 39449 ACCENTURE PUBLIC LIMITED COMPANY 35883 35883 ADOBE INC. 68925 68925 ADVANCE AUTO PARTS, INC. 7566 7566 ALCON INC. 46350 46350 ALPHABET INC. 66444 66444 AMAZON.COM, INC. 282355 282355 AMERICAN INTERNATIONAL GROUP, INC. 65083 65083 AMERIPRISE FINANCIAL, INC. 31413 31413 AMGEN INC. 27628 27628 AON PLC 23345 23345 APPLE INC. 291238 291238 APPLIED MATERIALS, INC. 24557 24557 APTIV PLC 14455 14455 ARCHER-DANIELS-MIDLAND COMPANY. 13792 13792 ASML HOLDING NV 47823 47823 ASTRAZENECA PLC 16118 16118 ATLASSIAN CORPORATION 33830 33830 AVERY DENNISON CORPORATION 19274 19274 BAILLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K 383823 383823 BERKSHIRE HATHAWAY INC., 57113 57113 BROADCOM INC. 92736 92736 CARDINAL HEALTH, INC. 48727 48727 CDW CORPORATION 20189 20189 CF INDUSTRIES HOLDINGS, INC. 13651 13651 CHEVRON CORPORATION 19843 19843 CHUBB LTD 60233 60233 CISCO SYSTEMS, INC. 32442 32442 CITIGROUP INC. 52159 52159 CME GROUP INC. 27403 27403 COMCAST CORPORATION 34603 34603 CONOCOPHILLIPS 72196 72196 CORNING INCORPORATED 18295 18295 COSTCO WHOLESALE CORPORATION 73302 73302 DANAHER CORPORATION 18594 18594 DARDEN RESTAURANTS, INC. 45739 45739 DEXCOM, INC. 25742 25742 DOLLAR GENERAL CORPORATION 7430 7430 DOVER CORPORATION 21574 21574 EATON CORPORATION PUBLIC LIMITED COMPANY 94915 94915 ELECTRONIC ARTS INC. 21506 21506 EOG RESOURCES, INC. 24516 24516 EQUINIX, INC. 45259 45259 ESTEE LAUDER COMPANIES INC. 17170 17170 FREEPORT-MCMORAN INC 18545 18545 FULLERTHALER BEHAVIORAL SM CP GRW R6 294203 294203 GENUINE PARTS COMPANY 19966 19966 HALLIBURTON COMPANY 16042 16042 HOME DEPOT, INC. 37732 37732 INGREDION INCORPORATED 47458 47458 INTEL CORPORATION 9584 9584 INTERNATIONAL BUSINESS MACHINES CORPORATION 75402 75402 INTERNATIONAL FLAVORS & FRAGRANCES INC. 20799 20799 INTUIT INC. 28283 28283 INTUITIVE SURGICAL, INC. 68899 68899 ISHARES:CORE MSCI EMMKTS 174937 174937 ISHARES:MSCI EAFE ETF 825661 825661 ISHARES:RUSS 1000 ETF 1001918 1001918 ISHARES:RUSS 1000 GR ETF 447762 447762 ISHARES:RUSS 1000 VL ETF 240669 240669 ISHARES:RUSS 2000 ETF 613827 613827 JOHNSON & JOHNSON 16776 16776 KEYSIGHT TECHNOLOGIES, INC. 19918 19918 KINDER MORGAN, INC. 43840 43840 KONINKLIJKE PHILIPS NV 42664 42664 KRAFT HEINZ COMPANY 29881 29881 LAMAR ADVERTISING COMPANY 30313 30313 LEAR CORPORATION 17520 17520 MARRIOTT INTERNATIONAL, INC. 40725 40725 MARSH & MCLENNAN COMPANIES, INC. 63298 63298 MCKESSON CORPORATION 46733 46733 MEDTRONIC PUBLIC LIMITED COMPANY 20050 20050 MERCK & CO., INC. 85752 85752 META PLATFORMS, INC. 163357 163357 METLIFE, INC. 49947 49947 METTLER-TOLEDO INTERNATIONAL INC. 17132 17132 MICROSOFT CORPORATION 378086 378086 MOLSON COORS BEVERAGE COMPANY 23730 23730 MONSTER BEVERAGE CORPORATION 53296 53296 MSCI INC. 21000 21000 NETAPP, INC. 60246 60246 NETFLIX, INC. 160438 160438 NEWMONT CORPORATION 22816 22816 NEXTERA ENERGY, INC. 27171 27171 NIKE, INC. 42905 42905 NUTRIEN LTD. 16200 16200 NVIDIA CORPORATION 746652 746652 NXP SEMICONDUCTORS NV 19954 19954 O'REILLY AUTOMOTIVE, INC. 40317 40317 PACKAGING CORPORATION OF AMERICA 23864 23864 PALO ALTO NETWORKS, INC. 121549 121549 PARKER-HANNIFIN CORPORATION 87136 87136 PAYPAL HOLDINGS, INC. 37469 37469 PEPSICO, INC. 12621 12621 PHILLIPS 66 34179 34179 PNC FINANCIAL SERVICES GROUP, INC. 31049 31049 PROGRESSIVE CORPORATION 50558 50558 RADIAN GROUP INC. 34797 34797 REALTY INCOME CORPORATION 20937 20937 RIO TINTO PLC 39991 39991 RTX CORP 113058 113058 S&P GLOBAL INC. 67732 67732 SALESFORCE, INC. 100633 100633 SEA LIMITED 25782 25782 SHERWIN-WILLIAMS COMPANY 42831 42831 SNAP-ON INCORPORATED 33948 33948 STRYKER CORPORATION 52927 52927 TE CONNECTIVITY LTD 17013 17013 TESLA, INC. 16961 16961 TEXAS INSTRUMENTS INCORPORATED 52315 52315 THERMO FISHER SCIENTIFIC INC. 73352 73352 TRACTOR SUPPLY COMPANY 23877 23877 UBER TECHNOLOGIES, INC. 54348 54348 UNION PACIFIC CORPORATION 48344 48344 UNITED PARCEL SERVICE, INC. 32912 32912 UNITEDHEALTH GROUP INCORPORATED 135570 135570 UNITY SOFTWARE INC 2989 2989 VERALTO CORPORATION 2750 2750 VERIZON COMMUNICATIONS INC. 25514 25514 VICI PROPERTIES INC. 26026 26026 VISA INC. 211747 211747 W.W. GRAINGER, INC. 91702 91702 WELLS FARGO & COMPANY 90469 90469 WORKDAY, INC. 34060 34060 ZOETIS INC. 87005 87005 3472207 3472207 0 0 ISHARES:GLOBAL REIT ETF FMV 226037 226037 VANGUARD COMMODITY STRATEGY FUND FMV 203522 203522 LAND IMPROVEMENTS 176825 54260 122565 122565 EQUIPMENT 36096 26196 9900 9900 LAND 47536 0 47536 47536 SOFTWARE 38034 35113 2921 2921 LEGAL 31813 0 0 31813 BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS 1009272 1085183 1085183 DUE FROM AFFILIATES 183986 2457246 2457246 INVESTMENT IN SUBSIDIARIES 2876471 268449 268449 CHANGE IN INVESTMENT IN SUBSIDIARIES 419225 ADVERTISING, MARKETING, AND BRANDING 9020 0 0 9020 DUES & SUBSCRIPTIONS 2929 0 0 2929 GENERAL LIABILITY INSURANCE 3303 0 3303 0 IT & EQUIPMENT 63010 0 63010 0 MISCELLANEOUS 6193 0 1525 4668 OFFICE EXPENSE 7851 0 0 7851 PAYROLL FEES 1281 0 0 1281 PROFESSIONAL TRAINING & CERTIFICATION 8246 0 0 8246 RECRUITMENT EXPENSES 567 0 0 567 REPAIRS & MAINTENANCE 34497 0 0 34497 RESIDENTS SERVICES 4313 0 0 4313 SALARIES & BENEFITS FOR RELATED ORGANIZATIONS 1250399 0 754347 496052 MANAGEMENT FEES 860325 860325 OTHER INCOME 1525 1525 CHANGE IN BENEFICIAL INTERESTS IN THIRD-PARTY TRUSTS 75911 UNREALIZED GAIN ON INVESTMENTS 1624744 DUE TO AFFILIATES 13122 14982 INVESTMENT FEES 82722 82722 82722 0 CONSULTANTS 0 0 0 0 OTHER FEES 11269 0 0 11269 MASON WRIGHT SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 471890506 MANAGEMENT FEE REVENUE FROM ENTITY DURING 2024. 463917 COLONY CARE SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 454741875 EQUITY TRANSFER AND MANAGEMENT FEE REVENUE FROM ENTITY DURING 2024. 46251 BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET SPRINGFIELD MA 01105 821978704 EQUITY TRANSFER AND MANAGEMENT FEE REVENUE FROM ENTITY DURING 2024. 15954 1891188 MASON WRIGHT SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 471890506 CHARITABLE CONTRIBUTION, SALARIES AND WAGES AND EXPENSE REIMBURSEMENTS PAID TO ENTITY DURING 2024 463917 COLONY CARE SENIOR LIVING INC 74 WALNUT STREET SPRINGFIELD MA 01105 454741875 CHARITABLE CONTRIBUTION TO ENTITY DURING 2024 46251 BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET SPRINGFIELD MA 01105 821978704 CHARITABLE CONTRIBUTION TO ENTITY DURING 2024 15954 526122