2025-11-07T08:36:05-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 311451818 THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION INC OHIO 9375253003 FIVE MASONIC DRIVE SPRINGFIELD OH 455043658 STEVE PETITJEAN EXECUTIVE DIRECTOR 9375253003 2025-10-14 1 1 AMY CIMINELLO P00796388 6148493000 2025-10-08 2024 2025-03-06 01:10:19Z THE OHIO MASONIC COMMUNITIES FOUNDATION STEVE PETITJEAN 2655 WEST NATIONAL ROAD SPRINGFIELD OH 455043698 14705574 0 X WWW.OMCFOUNDATION.ORG X 1995 OH THE WORK OF THE FOUNDATION REPRESENTS THE LARGEST EXPRESSION OF THE PHILANTHROPY OF OHIO FREEMASONRY BY BEING FISCALLY RESPONSIBLE THROUGH THE USE OF SOUND INVESTMENT MANAGEMENT, FUNDRAISING AND SPENDING POLICIES, AND ACTIVITIES. THESE PRACTICES SUPPORT THE DELIVERY OF AID AND AGING SERVICES TO ALLOW INDIVIDUALS TO AGE RESPECTFULLY. 9 9 7 40 0 0 1616903 2076609 0 0 4632231 12600405 -42648 -80350 6206486 14596664 0 0 0 0 582501 459827 0 0 589562 1683954 1733135 2266455 2192962 3940031 12403702 229115384 238264010 227922 205256 228887462 238058754 THE INTENT IS FOR THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION TO FOLLOW THE MISSION OF THE OHIO MASONIC HOME. THE OHIO MASONIC HOME'S ADOPTED MISSION IS TO BE THE TRUSTED PARTNER TO HELP OUR COMMUNITIES THRIVE. 0 0 380176 0 0 PHILANTHROPIC SUPPORT: THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION PROVIDES SUPPORT TO THE OHIO MASONIC HOME AND ITS TAX EXEMPT SUBSIDIARIES. THIS SUPPORT IS USED TO FUND THE CHARITABLE ACTIVITIES OF THE HOME AND ITS SUBSIDIARIES INCLUDING OPERATIONS OF THE HOME, MAINTENANCE AND DEVELOPMENT OF FACILITIES, AS WELL AS THE SOLICITATION OF SUPPORT ON BEHALF OF THE OHIO MASONIC HOME AND ITS SUBSIDIARIES. IN 2024, THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION FACILITATED $2,656,294 IN CONTRIBUTIONS FOR THE OHIO MASONIC HOME, $296,650 IN CONTRIBUTIONS FOR THE OHIO MASONIC HOME AFFILIATES, AND $2,076,609 IN CONTRIBUTIONS FOR THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION FOR A TOTAL OF $5,029,553. 380176 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BROOKE HERRING 9375251743 2655 WEST NATIONAL ROAD SPRINGFIELD OH 455043658 RAYMOND FOSNOT JR CHAIRMAN 1.00 0.00 X X 0 0 0 GREGORY SNEAD SECRETARY 1.00 0.00 X X 0 0 0 CLYDE HUDDLESTON SR TRUSTEE 1.00 0.00 X 0 0 0 EARL READER II TRUSTEE 1.00 0.00 X 0 0 0 MARK HOWARD TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 MATTHEW GLOOR TRUSTEE 1.00 0.00 X 0 0 0 RODNEY FLANNERY TRUSTEE 1.00 0.00 X 0 0 0 THOMAS FISHER TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM SCHUCK TRUSTEE 1.00 0.00 X 0 0 0 STEVEN GRINDLE TRUSTEE 1.00 0.00 X 0 0 0 SCOTT A BUCHANAN CHIEF EXECUTIVE OFFICER 1.00 49.00 X 0 313500 44901 STEVEN PETITJEAN COO/EXECUTIVE DIRECTOR 19.00 20.00 X 0 219999 7312 BROOKE HERRING CHIEF FINANCIAL OFFICER 1.00 49.00 X 0 183462 6530 MARK HARRIS DIRECTOR OF FUND DEVELOPMENT 40.00 0.00 X 106300 0 28194 106300 716961 86937 1 0 1 0 0 144392 1932217 4098 2076609 6075394 6075394 6525011 0 6525011 6525011 6525011 28560 144392 108910 -80350 -80350 14596664 0 0 12520055 X 367462 106564 69818 191080 10000 2900 1900 5200 54642 15846 10382 28414 27723 8040 5267 14416 977522 977522 484372 155368 33547 295457 15626 15626 76606 45405 8435 22766 18768 5443 3566 9759 27300 10920 5460 10920 1173 340 223 610 1850 740 1110 CORPORATE ALLOCATIONS 90441 90441 DIETARY SERVICES CHARGE 10460 2092 4184 4184 RECRUITING EXPENSE 10000 10000 DONOR RECOGNITION 5431 5431 13586 5461 1369 6756 2192962 380176 1223224 589562 4888872 3718540 1112094 162770 18919 27685 282302 278756 4721 3546 220667862 230536918 790996 847297 1631920 2967254 229115384 238264010 72129 64907 155793 140349 227922 205256 X -1306573 393876 230194035 237664878 228887462 238058754 229115384 238264010 X 12403702 8683746 -11916156 X X 0 1 X 1 0 X X 13 THE OHIO MASONIC HOME 310536997 7 1 0 0 BROWNING MASONIC COMMUNITY INC 311591769 10 1 1437702 0 WESTERN RESERVE MASONIC COMMUNITY INC 311816443 10 1 2582020 0 MASONIC SENIOR SERVICES OF OHIO 261306274 10 1 0 0 MASONIC FINANCIAL ASSISTANCE CORPORATION 320186721 10 1 3489881 0 CORNERSTONE HOME HEALTH OF NORTH WEST CORP 311696952 10 1 0 0 CORNERSTONE HOME HEALTH AND HOSPICE NE 352491340 10 1 0 0 CORNERSTONE HOSPICE OF WEST CENTRAL LLC 300805634 10 1 0 0 CORNERSTONE HELPING HANDS OF NORTH EAST LLC 364775464 10 1 0 0 CORNERSTONE HELPING HANDS OF NORTH WEST LLC 300804364 10 1 0 0 CORNERSTONE HOME HEALTH OF NE OH 562460621 10 1 0 0 CORNERSTONE MASONIC HEALTHCARE LLC 464229674 10 1 0 0 SPRINGFIELD MASONIC COMMUNITY 311451813 10 1 6990913 0 13 14500516 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 230636050 181583 20697010 13315000 238199643 218509218 77603 25961729 13912500 230636050 267615132 122234 -36710848 12517300 218509218 244621321 228103 34783508 12017800 267615132 229125728 51785 27043808 11600000 244621321 0.00000 0.46880 0.53120 0 0 248173 244627 3546 34129 34129 0 3546 CHARITABLE GIFT ANNUITIES 140349 140349 PART V, LINE 4: THE PURPOSE OF THE FOUNDATION ENDOWMENT FUNDS IS TO PROVIDE PERPETUAL SUPPORT TO FUND THE CHARITABLE MISSION OF THE OHIO MASONIC HOME. GOLF CLASSIC 125432 105432 20000 2619 9900 10871 3376 ROSE BALL 47520 38960 8560 22256 30714 2400 13515 2 13259 172952 144392 28560 24875 40614 13271 30150 108910 -80350 0 0 0 0 0 0 0 0 0 SCOTT A BUCHANAN CHIEF EXECUTIVE OFFICER 0 313500 0 0 0 0 0 11093 0 33808 0 358401 0 0 STEVEN PETITJEAN COO/EXECUTIVE DIRECTOR 0 219999 0 0 0 0 0 6600 0 712 0 227311 0 0 BROOKE HERRING CHIEF FINANCIAL OFFICER 0 183462 0 0 0 0 0 3669 0 2861 0 189992 0 0 PART I LINE 3 COMPENSATION FOR THE CEO AND CFO IS PAID AND REVIEWED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, AND COMPENSATION SURVEY OR STUDY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION MEMBER IS THE OHIO MASONIC HOME PER THE CODE OF REGULATIONS. FORM 990, PART VI, SECTION A, LINE 7A PER THE CODE OF REGULATIONS, AT THE ANNUAL MEETING OR AT SUCH OTHER TIME AS MAY BE DESIGNATED BY THE OHIO MASONIC HOME (OMH) BOARD OF TRUSTEES, THE OMH BOARD SHALL ELECT BY MAJORITY VOTE OF THOSE TRUSTEES PRESENT, ALL TRUSTEES AND/OR DIRECTORS OF OTHER CORPORATIONS WHICH ARE AFFILIATED OR WHOLLY OWNED BY THE OHIO MASONIC HOME. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION REQUIRES THE APPROVAL OF THE OHIO MASONIC HOME FOR THE GOVERNING BODY'S ELECTION OR REMOVAL OF MEMBERS OF THE GOVERNING BOARD, OR APPROVAL OF THE GOVERNING BODY'S DECISION TO DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WHO THEN SUBMITS THE FORM 990 TO THE EXECUTIVE DIRECTOR OF THE FOUNDATION, CEO, AND CFO FOR REVIEW. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE OHIO MASONIC HOME AND ITS RELATED ORGANIZATIONS HAVE A WRITTEN CONFLICT OF INTEREST POLICY THAT STATES THAT CORPORATION SHALL NOT ENGAGE OR CONTRACT WITH ANY BUSINESS ENTITY WITHIN WHICH A TRUSTEE OR OFFICER HAS A MATERIAL FINANCIAL OR PERSONAL INTEREST UNLESS CERTAIN CRITERIA IS MET. PART OF THIS CRITERIA INCLUDES A MAJORITY VOTE OF THE BOARD OF TRUSTEES. MONITORING OF THE STATE OF CONFLICT IS DONE ANNUALLY BY SENDING OUT A QUESTIONNAIRE TO ALL OF THOSE WHO ARE REQUIRED TO DISCLOSE IF A CONFLICT EXISTS. WITHIN ONE (1) BUSINESS DAY AFTER BEING NOTIFIED OF A POSSIBLE CONFLICT OF INTEREST, THE CORPORATE COMPLIANCE OFFICER SHALL CONTACT THE BOARD MEMBER, AND ACKNOWLEDGE THE POSSIBLE CONFLICT. WITHIN FOUR (4) BUSINESS DAYS OF ACKNOWLEDGEMENT OF A POSSIBLE CONFLICT OR RECEIPT OF OTHER INFORMATION WHICH INDICATES THE OCCURRENCE OF A CONFLICT, THE CORPORATE COMPLIANCE OFFICER SHALL INITIATE A REVIEW TO DETERMINE WHETHER FURTHER INQUIRY SHOULD BE UNDERTAKEN ON BEHALF OF THE CORPORATION. THE CORPORATE COMPLIANCE OFFICER SHALL ACT DILIGENTLY TO DETERMINE WHETHER A CONFLICT OF INTEREST IS PRESENT. THE CORPORATE COMPLIANCE OFFICER MAY COORDINATE AN INTERNAL REVIEW AND/OR ENGAGE OUTSIDE AUDITORS AND/OR CONSULTANTS TO REVIEW THE POTENTIAL CONFLICT. THE REVIEWS MAY INVOLVE AN EXAMINATION OF ANY DEPARTMENT OF THE CORPORATION. IN THE EVENT THE REVIEW POINTS TO AN ACTUAL CONFLICT, THE CORPORATE COMPLIANCE OFFICER SHALL ADVISE THE CHIEF EXECUTIVE OFFICER, AND IF NECESSARY, THE CHIEF FINANCIAL OFFICER, THE CHAIRMAN OF THE BOARD OF TRUSTEES, AND THE CORPORATION'S LEGAL COUNSEL, OF THE CONFLICT OF INTEREST AND DETERMINE A COURSE OF ACTION. THE CHAIRMAN OF THE BOARD OF TRUSTEES MAY TEMPORARILY SUSPEND VOTING RIGHTS DURING THE REVIEW PROCESS AND MAY PERMANENTLY SUSPEND RIGHTS IF THE CONFLICT OF INTEREST IS SUBSTANTIATED. THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER HAVE THE AUTHORITY TO RECOMMEND A TEMPORARY OR PERMANENT SUSPENSION OF VOTING RIGHTS TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 119,828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 51,355. TOTAL EXPENSES 171,183. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 29,762. MANAGEMENT AND GENERAL EXPENSES 29,762. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,524. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 233,742. TOTAL EXPENSES 233,742. LEGAL SERVICES: PROGRAM SERVICE EXPENSES 5,778. MANAGEMENT AND GENERAL EXPENSES 3,785. FUNDRAISING EXPENSES 10,360. TOTAL EXPENSES 19,923. FORM 990, PART IX (D): FUNDRAISING EFFORTS ARE FOCUSED ON CONTRIBUTIONS. FORM 990, PART XI, LINE 9: TRANSFER TO AFFILIATES -11,972,457. CHANGES IN VALUES OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 56,301. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE OHIO MASONIC HOME, A RELATED ORGANIZATION, UNDERGOES THE PROCESS TO SELECT AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OHIO MASONIC HOME 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45504 300536997 ADMINISTRATIVE SERVICES OH 501(C)(3) LINE 7 N/A 0 THE OHIO MASONIC HOME AFFILIATES 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45504 900054759 AGING SERVICES OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 0 MASONIC AGING SERVICES 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45504 901016483 ADMINISTRATIVE SERVICES OH N/A C 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 FORM 990, SCHEDULE R, PART II RELATED TAX-EXEMPT ORGANIZATIONS ARE UNDER GROUP EXEMPTION #3773.