2025-08-10T07:01:26+00:00 2024-09-30 331374517 PKF O'Connor Davies Advisory LLC 500 Mamaroneck Avenue Suite 301 Harrison NY 10528 990 2023-10-01 061435920 Masonic Charity Foundation of CT MASO 2036795555 PO Box 70 Wallingford CT 06492 DAVID LAWLOR CFO 2036795555 2025-08-10 true Garrett M Higgins P00543209 9143818900 2025-08-10 X 2023 2025-03-06 01:10:19Z CARRIE FULLER-MCMAHON PO Box 70 Wallingford CT 06492 74938525 false X WWW.MASONICARE.ORG X 1995 CT MASONIC CHARITY FOUNDATION OF CT WILL PROMOTE, SOLICIT, SECURE AND STEWARD CHARITABLE GIFTS TO BENEFIT THE RESIDENTS AND PATIENTS OF MASONICARE AND ITS AFFILIATES, AS WELL AS TO BUILD FURTHER ITS ENDOWMENT FUND, WITH EMPHASIS ON MEETING DONORS' GIFT GIVING OBJECTIVES. 12 12 5 90 222426 82620 2322220 2324007 0 6377192 7776917 4696 -27771 8704108 10073153 901699 785597 0 436836 569825 0 0 1151522 1206785 2490057 2562207 6214051 7510946 182733401 220469377 2467172 3218400 180266229 217250977 MASONIC CHARITY FOUNDATION OF CT WILL PROMOTE, SOLICIT, SECURE AND STEWARD CHARITABLE GIFTS FROM THE MASONIC FAMILY AND THE COMMUNITY TO BENEFIT THE RESIDENTS AND PATIENTS OF MASONICARE AND ITS AFFILIATES, AS WELL AS TO BUILD FURTHER ITS ENDOWMENT FUND, WITH EMPHASIS ON MEETING DONORS' GIFT GIVING OBJECTIVES. THE MASONIC CHARITY FOUNDATION OF CT WILL BE RECOGNIZED AS A FINANCIALLY SUCCESSFUL AND FISCALLY RESPONSIBLE PHILANTHROPIC ORGANIZATION BENEFITING THE RESIDENTS AND PATIENTS SERVED BY MASONICARE AND ITS AFFILIATES BY OFFERING A FULL COMPLEMENT OF GIFT GIVING OPPORTUNITIES. false false 1471558 785597 Masonic Charity Foundation of CT, Inc. provides planned giving and development support to its affiliates; manages all investments; provides financial and charitable support as needed to the tax exempt affiliates within the Masonicare system. 1471558 true true false false true false false false true true true false false true true false true false false false false false false true false false true true true false false false false false false false false false false false false false true false false false true 61 0 5 true true true false false false false true true false false false false false false false false false X 12 12 false false false false true true true true false false false true true true true true true false false false X DAVID LAWLOR 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 CHARLES W YOHE CHAIRMAN 1.0 0 X X 0 0 0 DAVID O STERN TREASURER 1.0 0 X X 0 0 0 JAMES J PYSKATY VICE CHAIRMAN 1.0 0 X X 0 0 0 KEITH MACDOWALL SECRETARY 1.0 0 X X 0 0 0 CHRISTOPHER CARROTT DIRECTOR 1.0 0 X 0 0 0 DAVID BERARDESCA DIRECTOR 1.0 7.0 X 0 0 0 F MATTHEW HEINRICH DIRECTOR (EFFECTIVE 04/01/24) 1.0 0 X 0 0 0 GEOFFREY L ICE DIRECTOR 1.0 0 X 0 0 0 GREGORY J WENTWORTH DIRECTOR 1.0 0 X 0 0 0 KENNETH KIRSHNER DIRECTOR 1.0 0 X 0 0 0 LISA BOHMAN DIRECTOR 0 X 0 0 0 MARYANN PRONOVOST DIRECTOR 1.0 0 X 0 0 0 SHANE DUFRESNE DIRECTOR (THRU 03/31/24) 1.0 7.0 X 0 0 0 CARRIE FULLER-MCMAHON EXECUTIVE DIRECTOR 40.0 0 X 72973 0 911 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 1.0 47.0 X 0 727638 58740 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 1.0 47.0 X 0 284036 44115 JENNIFER A KING FORMER EXECUTIVE DIRECTOR 0.0 0 X 199190 0 22005 272163 1011674 125771 1 true true false GLENMEDE TRUST COMPANY 1650 MARKET STREET SUITE 4000 PHILADELPHIA PA 19103 INVESTMENT MGMT SERV 535733 LR ENTERPRISES INC 207 Campville Road Northfield CT 06778 CONSTRUCTION SERVICES 154595 2 302796 24844 1996367 19468 2324007 0 0 0 0 0 3949375 220744 3728631 0 0 68593272 64765730 3827542 0 3827542 1682 3825860 66481 302796 95077 -28596 -28596 5390 4565 825 825 0 0 0 0 0 10073153 0 222426 7526720 745097 745097 40500 40500 187725 187725 322841 248237 74604 10202 3880 6322 13266 6993 6273 35791 17669 18122 298 298 15168 15168 589638 589638 80029 23672 56357 0 4973 1846 3127 38095 38095 82037 21715 60322 3618 779 2839 5021 5021 280586 280586 4563 4563 5004 5004 SHARED SERVICES 46890 46890 SUPPLIES-OTHER 25464 16221 9243 DIETARY 22129 16356 5773 SERVICE/BANK FEES 2090 2090 1182 345 837 0 2562207 1471558 1090649 0 55853 229454 0 0 0 0 15417 43700 368271 324207 206894 44064 157281718 178162383 20840413 35981982 4344373 5251261 -11267 756533 182733401 220469377 103591 896190 0 0 2363581 2322210 2467172 3218400 92364438 125055411 87901791 92195566 180266229 217250977 182733401 220469377 X 7510946 22641750 10557838 -3725786 X false true X true false X 6055762 5688747 5207450 2322220 2324007 21598186 0 0 6055762 5688747 5207450 2322220 2324007 21598186 6907277 14690909 1574958 2021210 2966851 3567198 3949375 14079592 47262 3933 27038 78233 0 0 0 0 0 0 35756011 0 0.4109 0.4602 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 5800 132158 true true 87901791 134344 4318924 152304 7189 92195566 86314927 63401 1772860 242823 6574 87901791 88482467 2551822 -4512040 196479 10843 86314927 84884852 457427 3659627 192064 327375 88482467 84052687 574456 610214 170327 182178 84884852 0.0 0.95 0.05 false false 37815 14123 23692 23420 22080 1340 307036 288004 19032 44064 ALTERNATIVE INVESTMENTS 35981982 F 35981982 ANNUITIES PAYABLE 1010418 DUE TO/FROM AFFILIATE 1311792 2322210 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE PHILANTHROPIC MISSION AND ACTIVITIES OF MASONICARE CORPORATION AND ITS AFFILIATES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MASONICARE ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. UNDER FASB ASC 740, MASONICARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IT IF IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MASONICARE DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. MASONICARE ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. ALL U.S. FEDERAL TAX YEARS FROM FISCAL 2021 ONWARDS ARE ELIGIBLE FOR AUDIT BY THE IRS. Golf Tournament 215588 171110 44478 36140 24190 Wine, Beer and Bourban 153689 131686 22003 11995 2100 20652 0 369277 302796 66481 48135 2100 44842 95077 -28596 true MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 501(C)(3) 84804 RENT SUPPORT MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 501(C)(3) 566434 Patient and resident support services MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 501(C)(3) 59514 SUPPORT SERVICES AND SCREENINGS SENIOR LIVING BY MASONICARE LLC PO BOX 70 WALLINGFORD CT 06492 364784728 25156 RENT SUPPORT 3 1 SCHOLARSHIPS 11 40500 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ORGANIZATIONS THAT RECEIVE GRANTS ARE REQUIRED TO SUBMIT PERIODIC REPORTS DURING THE AWARD YEAR DETAILING THE SERVICES PROVIDED. THE REPORTS ARE REVIEWED BY THE FUND COMMITTEE DURING SCHEDULED MEETINGS. THE FOUNDATION PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, THESE FUNDS ARE REMITTED DIRECTLY TO THE COLLEGE OR UNIVERSITY WHERE THE STUDENT IS ENROLLED. false false false false false false false false false JENNIFER A KING FORMER EXECUTIVE DIRECTOR 197515 0 0 0 1675 0 7582 0 14423 0 221195 0 0 0 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 0 681985 0 21000 0 24653 0 12652 0 46088 0 786378 0 0 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 0 254453 0 3000 0 26583 0 11254 0 32861 0 328151 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATIONS CEO, JON-PAUL VENOIT IS COMPENSATED BY A RELATED ORGANIZATION, MASONICARE CORPORATION, WHICH USES THE FOLLOWING METHODS TO ESTABLISH HIS COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Form 990, Part VI, Line 15a compensation of top management official Form 990, Part VI, Line 15a checked "no" in accordance with the IRS instructions since the filing organization does not compensate the top management official. Form 990, Part VI, Line 15b Compensation of the Organization's Officers and Key Employees THE CEO RECOMMENDS ANY SALARY ADJUSTMENTS OF THE EXECUTIVE LEADERSHIP, USING THE RESULTS OF THE VALUATION STUDY AND HIS ASSESSMENT OF INDIVIDUAL PERFORMANCE OR OTHER PERTINENT INFORMATION. THE PROPOSED EXECUTIVE SALARY CHANGES ARE PROVIDED TO THE COMPENSATION COMMITTEE. THE PROCESS WAS COMPLETED IN MAY 2024 FOR THE FOLLOWING POSITIONS: CHIEF FINANCIAL OFFICER, CHIEF INFORMATION OFFICER, CHIEF OF HEALTHCARE SERVICES, CHIEF OF STRATEGY, VICE PRESIDENT OF HUMAN RESOURSES, VICE PRESIDENT OF MISSION EFFECTIVENESS, EXECUTIVE DIRECTOR OF MASONICARE AT MYSTIC, EXECUTIVE DIRECTOR OF MASONICARE AT CHESTER VILLAGE, EXECUTIVE DIRECTOR OF MASONIC CHARITY FOUNDATION, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, HEALTH AND HOSPICE, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, LTC ADMINISTRATOR OF MASONICARE HEALTH CENTER. Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION HAD A SOLE CORPORATE MEMBER, MASONICARE CORPORATION, WITH THE RIGHT TO APPOINT MEMBERS OF THE GOVERNING BODY AND TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MASONICARE CORPORATION, AS SOLE CORPORATE MEMBER, ANNUALLY APPOINTS THE MEMBERS OF THE GOVERNING BODY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders PURSUANT TO THE CERTIFICATE OF INCORPORATION OF THE ORGANIZATION, MASONICARE CORPORATION, AS THE SOLE CORPORATE MEMBER, HAS CERTAIN RESERVED POWERS TO TAKE OR APPROVE CERTAIN ACTIONS OF THE GOVERNING BODY. THESE POWERS INCLUDE THE PRIOR APPROVAL OF AMENDMENTS TO THE ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVAL OF LONG RANGE PLANS, BUDGETS AND MATERIAL CHANGES IN BUDGETS, MISSION STATEMENTS AND POLICIES (INCLUDING INVESTMENT POLICIES) AS WELL AS SALES OR TRANSFER OF ASSETS, MERGERS AND/OR DISSOLUTIONS AND CERTIFICATE OF NEED APPLICATIONS. THE SOLE CORPORATE MEMBER'S POWERS ALSO INCLUDE THE APPOINTMENT AND REMOVAL OF DIRECTORS, THE ORGANIZATION'S BOARD CHAIR AND INDEPENDENT AUDIT FIRM. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body MASONIC CHARITY FOUNDATION OF CONNECTICUT DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING THE TAX YEAR. Form 990, Part VI, Line 11b Review of form 990 by governing body MASONICARE MANAGEMENT AND OUR EXTERNAL ACCOUNTANTS REVIEW THE FORM 990 AND SUPPLEMENTAL SCHEDULES FOR COMPLETENESS AND ACCURACY. IT IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD. THE FORM 990 AND SUPPLEMENTAL SCHEDULES IS ALSO PLACED ON A SECURED WEBSITE THAT CAN BE ACCESSED BY ALL BOARD MEMBERS FOR THEIR REVIEW. AT A FULL BOARD MEETING A DISCUSSION IS HELD REGARDING COMMENTS/QUESTIONS FROM BOARD MEMBERS. THE FORM 990 AND SUPPLEMENTAL SCHEDULES IS THEN FINALIZED AND FILED. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, OFFICERS, DIRECTORS AND SENIOR EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. THE CORPORATE COMPLIANCE OFFICER ANNOTATES THE RESULTS TO DETERMINE IF, AND TO WHAT EXTENT, A CONFLICT OF INTEREST EXISTS. THE RESULTS OF THE OFFICER AND BOARD MEMBER DISCLOSURES ARE FIRST REVIEWED BY THE BOARD CHAIRMAN AND THEN REPORTED AT THE BOARD MEETINGS. ANY OFFICER OR BOARD MEMBER SHALL NOT MAKE OR SECOND MOTIONS OR VOTE (OTHER THAN ABSTAIN) ON MATTERS IF A CONFLICT OF INTEREST EXISTS, WHETHER OR NOT THE OFFICER OR BOARD MEMBER HAD AN OPPORTUNITY TO MAKE A WRITTEN DISCLOSURE THROUGH THE FORMALIZED PROCESS. SENIOR EMPLOYEE DISCLOSURES ARE REPORTED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE ENTIRE PROCESS IS COORDINATED BY THE CORPORATE COMPLIANCE OFFICER. ALL RESPONDENTS ARE ADVISED OF THEIR CONTINUING DUTY TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT MAY ARISE DURING THE COURSE OF THEIR SERVICE. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION PROVIDES REQUIRED DOCUMENTS UPON REQUEST. Form 990, Part VII, Section A, Line 1a Trustees Hours related for volunteer trustees (column B) are the estimated hours per week that the volunteer trustees contribute to this and all other related exempt organizations, not necessarily equally but in the proportion required for which they receive no compensation. Related organizations include, Masonicare Corporation, Masonicare Health Center, Inc., Masonicare at Ashlar Village Inc., Masonicare Home Health and Hospice Inc., Masonicare at Home Inc., Masonicare at Mystic Inc., Masonicare at Chester Village Inc. and Keystone Indemnity Company LTD. Form 990, Part XI, Line 9 Other changes in net assets or fund balances ACTUARIAL LOSS ON ANNUITY OBLIGATIONS - -63798; TRANSFER TO MASONICARE CORPORATION - -8500000; CHANGE IN FMV OF PERPETUAL INTEREST TRUSTS - 2744617; CAPITAL CONTRIBUTIONS FROM RELATED ORGANIZATIONS - 2093394; ROUNDING - 1; MASONICARE CORPORATION PO BOX 70 WALLINGFORD CT 06492 061435919 PARENT HOLDING AND SUPPORT ORGANIZATION CT 501(c)(3) Type III-FI NA false MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 PROVIDE HOME HEALTH AND HOSPICE SERVICES CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 CONTINUING CARE RETIREMENT COMMUNITY AND ASSISTED LIVING COMMUNITY CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY CT 501(c)(3) 10 MASONICARE CORPORATION false KEYSTONE INDEMNITY COMPANY LTD 126 COLLEGE STREET SUITE 400 BURLINGTON VT 05401 030371612 PROVIDE INSURANCE SERVICES TO MASONICARE CT 501(c)(3) Type III-FI MASONICARE CORPORATION false MASONICARE AT MYSTIC INC PO BOX 70 WALLINGFORD CT 06492 464656008 MANAGE SENIOR LIVING FACILITY CT 501(c)(3) Type I MASONICARE AT ASHLAR VILLAGE INC false CHARITABLE REMAINDER TRUSTS (5) PO BOX 70 WALLINGFORD CT 06492 066394739 CHARITABLE REMAINDER UNITRUST CT NA Trust false GENM SENIOR CARE CONSULTING GROUP LLC 22 MASONIC AVENUE WALLINGFORD CT 06492 871834093 CONSULTING CT MASONICARE CORPORATION C Corporation false false true true false true false false false false false true false true false true true true true true