2026-08-21T09:28:19-05:00 2025-10-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-11-01 941266937 CALIFORNIA MASONIC MEMORIAL TEMPLE CALI 4157767000 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 CAROL HUNTER CHIEF FINANCIAL OFFICER 4157767000 2026-08-19 1 1 MATTHEW PETROSKI P00853132 9257902600 2026-07-22 2024 2025-03-06 01:10:19Z JONATHAN WONG 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 4417557 0 X WWW.FREEMASON.ORG X 1954 CA TO OPERATE EXCLUSIVELY AS A SUPPORTING ORGANIZATION OF THE CALIFORNIA MASONIC FOUNDATION 4 4 0 6 739392 0 237697 352637 2632869 2697114 433329 326708 0 0 3303895 3376459 10000 0 0 0 735902 756123 0 0 0 2458132 2477176 3204034 3233299 99861 143160 12608837 13114551 1215245 1394884 11393592 11719667 TO OPERATE EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES AS A SUPPORTING ORGANIZATION AND FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, THE CALIFORNIA MASONIC FOUNDATION, A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION. 0 0 2774558 112304 CALIFORNIA MASONIC MEMORIAL TEMPLE OPERATES EXCLUSIVELY AS A SUPPORTING ORGANIZATION AND FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, THE CALIFORNIA MASONIC FOUNDATION, A CALIFORNIA NON-PROFIT ORGANIZATION. ANY EXCESS OF CALIFORNIA MASONIC TEMPLE INCOME, LESS OPERATING EXPENSES AND RESERVES, IS TRANSFERRED TO THE FOUNDATION AT THE END OF EACH FISCAL YEAR. 2774558 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 19 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MARIBEL PASAMIC 4157767000 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 CHRISTOPHER L SMITH DIRECTOR & CTO (THRU 10/25) 0.48 39.52 X X 0 231584 44450 MARK E PRESSEY CHAIRMAN & PRESIDENT (THRU 10/25) 1.00 1.00 X X 0 0 0 JONATHAN L WONG VICE CHAIR; CHAIR/PRES (AS OF 10/25) 1.00 1.00 X X 0 0 0 CHARLES P CROSS DIRECTOR; TREASURER (THRU 10/25) 1.00 3.00 X X 0 0 0 JAIRO GOMEZ DIRECTOR 1.00 1.00 X 0 0 0 DENNIS R MAHONEY DIRECTOR (THRU 10/25) 1.00 X 0 0 0 ALEXANDER J TEODORO DIRECTOR 1.00 1.00 X 0 0 0 ALLAN L CASALOU GRAND SECRETARY 8.25 31.75 X 0 381040 48957 CAROL R HUNTER CHIEF FINANCIAL OFFICER 1.98 38.02 X 0 329025 39808 ANDREW CAMERON GENERAL COUNSEL 2.33 37.67 X 0 225189 58591 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFI 0.19 39.81 X 0 223620 34848 STEVEN LESLIE YEFFA TREASURER (AS OF 10/25) 1.00 2.00 X 0 0 0 0 1390458 226654 0 0 1 0 OTIS ELEVATOR COMPANY DEPT LA 21684 PASADENA CA 91185 ELEVATOR MODERNIZATION SERVICES 854823 UNITED FACILITIES GROUP INC 2415 DE LA CRUZ BLVD SANTA CLARA CA 95050 BUILDING MAINTENANCE AND FACILITIES SERV 164836 UNITED CALIFORNIA ACCESS & SECURITY 745 CESAR CHAVEZ SAN FRANCISCO CA 94124 GLASS AND DOOR SERVICES 145213 SECURITAS SECURITY SERVICES 455 MARKET STREET SAN FRANCISCO CA 94105 SECURITY SERVICES 142475 MCGINNIS CHEN ASSOCIATES INC 1019 MISSION STREET SAN FRANCISCO CA 94103 REMEDIAL ARCHITECTURAL SERVICES 106749 5 344870 7767 352637 RENTAL OF FACILITIES 532000 2697114 112304 731822 1852988 2697114 62381 7570 54811 1305425 1041098 264327 264327 264327 3376459 112304 739392 2172126 139134 19179 119955 440407 342324 98083 25347 20767 4580 113059 77050 36009 38176 24424 13752 35492 35492 34659 34659 107295 94267 13028 599008 580468 18540 2810 1798 1012 544580 543326 1254 27059 11563 15496 40820 40820 488851 486527 2324 567871 567871 MISCELLANEOUS EXPENSES 28731 4994 23737 3233299 2774558 458741 0 520439 423958 117379 94315 122503 268754 284590 291383 27943037 19553960 6840546 8389077 3325486 2457918 1086357 898881 311537 290265 12608837 13114551 215834 484380 999411 910504 1215245 1394884 X 11393592 11719667 11393592 11719667 12608837 13114551 143160 182915 0 X 0 1 X 1 0 X X 1 CA MASONIC FOUNDATION 237013074 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 734304 734304 20477427 16392613 4084814 1690392 1321121 369271 5040914 1840226 3200688 8389077 ALTERNATIVE INVESTMENTS 406865 F PRIVATE MARKETS 492016 F 898881 DUE TO RELATED ENTITIES 909374 ADVANCED DEPOSITS 1130 910504 X PART X, LINE 2: THE ORGANIZATION 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. 0 0 0 0 0 0 0 0 0 ALLAN L CASALOU GRAND SECRETARY 0 381040 0 0 0 0 0 21199 0 27758 0 429997 0 0 CAROL R HUNTER CHIEF FINANCIAL OFFICER 0 329025 0 0 0 0 0 26991 0 12817 0 368833 0 0 ANDREW CAMERON GENERAL COUNSEL 0 225189 0 0 0 0 0 17130 0 41461 0 283780 0 0 CHRISTOPHER L SMITH DIRECTOR & CTO (THRU 10/25) 0 231584 0 0 0 0 0 16692 0 27758 0 276034 0 0 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFI 0 223620 0 0 0 0 0 17257 0 17591 0 258468 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, CALIFORNIA MASONIC FOUNDATION, A SECTION 501(C)(3) CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THE EARNINGS (LESS EXPENSES & APPROPRIATE RESERVES), IF ANY, OF THE CALIFORNIA MASONIC MEMORIAL TEMPLE ARE TRANSFERRED TO THE CALIFORNIA MASONIC FOUNDATION. 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, BOARD MEMBERS DISCLOSE 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 PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS ARE PRESENTED BY THE CHAIR OF 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 15 PROCESS FOR DETERMINING COMPENSATION: IN ACCORDANCE WITH IRS INSTRUCTIONS, FORM990, PART VI, LINES 15A AND 15B HAVE BEEN CHECKED "NO" AS THE ORGANIZATION DOES NOT HAVE PAID EMPLOYEES. IN ADDITION, ALL COMPENSATION PAID TO THE CFO AND SECRETARY IS PAID BY A RELATED ORGANIZATION AND IS NOT DETERMINED BY THIS ORGANIZATION. 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. GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 940487790 FRATERNAL ORGANIZATION CA 501(C)(10) N/A 0 MASONIC HOMES OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941156564 CONTINUING CARE AND RETIREMENT ACTIVTIY CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 0 CALIFORNIA MASONIC FOUNDATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 237013074 A CHARITABLE FOUNDATION SUPPORTING EDUCATIONAL AND COMMUNITY-BASED PROGRAMS CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 0 ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY 34400 MISSION BLVD UNION CITY CA 94587 204688615 CONTINUING CARE AND RETIREMENT ACTIVTIY CA 501(C)(3) LINE 10 MASONIC HOMES OF CALIFORNIA 0 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 611511651 OPERATION OF MASONIC TEMPLE PARKING FACILTY CA N/A C 1 0 0 1 1 1 0 0 0 0 1 0 0 1 0 1 1 1 1 0 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA E 665115 BOOK / ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA J 112305 BOOK / ACTUAL VALUE NOB HILL MASONIC CENTER INC J 731822 BOOK / ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA O 772596 BOOK / ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA P 50537 BOOK / ACTUAL VALUE