2025-08-18T11:28:36-05:00 2024-10-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-11-01 237013074 CALIFORNIA MASONIC FOUNDATION CALI 4157767000 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 CAROL R HUNTER CHIEF FINANCIAL OFFICER 4157767000 2025-08-14 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-08-14 2023 2025-03-06 01:10:19Z DOUGLAS D ISMAIL 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 5620172 0 X WWW.FREEMASON.ORG X 1969 CA APPLICATION OF MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES. 12 11 5 12 0 0 1529584 1039911 0 0 82045 2951119 7420 7906 1619049 3998936 2209565 1989603 0 0 697939 701482 0 0 243962 638886 638091 3546390 3329176 -1927341 669760 40260183 46019821 783940 892985 39476243 45126836 X THE CALIFORNIA MASONIC FOUNDATION'S MISSION IS TO APPLY MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES THROUGH SEVERAL IMPORTANT PROGRAMS THAT TOUCH THE LIVES OF THOUSANDS EACH YEAR. 0 0 364821 364821 DISTRESSED WORTHY BROTHER FUND WAS CREATED BY MASONIC HOMES TO PROVIDE CRITICAL RELIEF TO MASONS AND THEIR FAMILIES. 311750 311750 ANNUAL COLLEGE SCHOLARSHIP HELPS MAKE THE DREAM OF COLLEGE A REALITY FOR HUNDREDS OF TOMORROW'S LEADERS. 303646 303646 MASONIC EDUCATION LEADERSHIP TRAINING (MELT) DEVELOPS FUTURE MASONIC LEADERS AND ENRICHES MASONIC EDUCATION THROUGH SPONSORSHIP OF THE WARDENS LEADERSHIP RETREATS, LODGE MANAGEMENT CERTIFICATION PROGRAM AND ENHANCED EDUCATION OPPORTUNITIES. THE FOUNDATION UNDERWRITES A GREAT PORTION OF THE PROGRAM EXPENSES EACH YEAR. 1699772 1009387 MASONIC PUBLIC EDUCATION - RAISING A READER, MASONS 4MITTS, MANAGEMENT OF SCHOLARSHIPS, OVERSIGHT AND ENCOURAGEMENT TO MORE THAN 350 LOCAL MASONIC LODGES, SPONSOR OF THE ANNUAL CALIFORNIA TEACHERS OF THE YEAR, AND ANNUAL LEADERSHIP GRANT TO MASONIC YOUTHS. 1699772 1009387 2679989 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MARIBEL PASAMIC 4152929126 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 CHRISTOPHER SMITH CTO AND TRUSTEE 0.53 39.47 X X 0 233090 41812 MICHAEL D THIBODEAUX CHAIRMAN OF THE BOARD 1.00 0.00 X X 0 0 0 MARK J MCNEE VICE CHAIRMAN OF THE BOARD 1.00 0.00 X X 0 0 0 THOMAS T ALBERS THRU 1024 TRUSTEE 1.00 0.00 X X 0 0 0 PAUL B BAZERKANIAN TRUSTEE 1.00 0.00 X 0 0 0 WALTER J CAMPBELL TRUSTEE 1.00 0.00 X 0 0 0 CARLOS MANUEL DIEZ JR TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER HERWEGH TRUSTEE 1.00 0.00 X 0 0 0 ARA MALOYAN THRU 1024 TRUSTEE 1.00 0.00 X 0 0 0 MARK E PRESSEY TRUSTEE 1.00 1.00 X 0 0 0 RALPH C SHELTON II TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDER J TEODORO TRUSTEE 1.00 1.00 X 0 0 0 ARTHUR HAROLD WEISS TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN L WONG TRUSTEE 1.00 1.00 X 0 0 0 DOUGLAS D ISMAIL PRESIDENT/CHIEF PHILANTHROPY OFFICER 10.12 29.88 X 335058 0 48186 ALLAN L CASALOU GRAND SECRETARY 4.45 35.55 X 0 415212 51453 CAROL R HUNTER CHIEF FINANCIAL OFFICER 1.48 38.52 X 0 326961 37145 ANDREW CAMERON GENERAL COUNSEL 2.71 37.29 X 0 239541 56641 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 0.34 39.66 X 0 271030 29417 CHARLES P CROSS TREASURER 1.00 0.00 X 0 0 0 CANDLER GIBSON DIRECTOR OF MASONIC PHILANTHROPY 10.12 29.88 X 160473 0 41269 GREGORY CHERRY DIRECTOR OF MASONIC PHILANTHROPY 2.49 37.51 X 155971 0 19870 DENISE AVILA SENIOR MANAGER OF THE ANNUAL FUND 10.12 29.88 X 118247 0 25256 769749 1485834 351049 4 0 1 0 0 1039911 1039911 527524 527524 4044831 1621236 2423595 2423595 2423595 OTHER REVENUE 900099 7906 7906 7906 3998936 0 0 2959025 1669489 1669489 320114 320114 196462 96207 100255 368599 172681 130014 65904 25521 15455 9077 989 73407 28743 25039 19625 37493 12989 14268 10236 7645 7645 30781 30781 241191 154347 86844 15549 15549 25063 1773 13561 9729 74266 69850 65 4351 18903 12193 3907 2803 8013 475 4389 3149 124690 110939 8007 5744 6718 6718 9630 4595 2932 2103 15825 15825 MISCELLANEOUS EXPENSES 44500 30060 10915 3525 DONOR RECOGNITION 15317 15317 3329176 2679989 405225 243962 143590 138005 1260749 1388357 523300 361634 86228 28378 58009 51195 5717 6814 34252938 8932915 3987661 35001539 0 162179 40260183 46019821 412556 437825 319682 51702 455160 783940 892985 X 14165494 15849737 25310749 29277099 39476243 45126836 40260183 46019821 669760 4980833 0 X 0 1 X 1 0 X 1961653 1428646 1162526 1529584 1039911 7122320 1961653 1428646 1162526 1529584 1039911 7122320 631438 6490882 376142 700304 611904 550728 527524 2766602 7344 8268 8362 7420 7906 39300 9928222 0.65380 0.71480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2019 AMOUNT: $ 7,344. 2020 AMOUNT: $ 8,268. 2021 AMOUNT: $ 8,362. 2022 AMOUNT: $ 7,420. 2023 AMOUNT: $ 7,906. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18771129 600 5736654 1029135 23479248 18816530 300 933808 652977 326532 18771129 22637592 830 -2868226 510902 442764 18816530 18766888 450 4806020 386335 549431 22637592 18755215 300 184004 367345 -194714 18766888 0.00000 1.00000 0.00000 1 1 1 29077 22263 6814 28932 28932 0 6814 ALTERNATIVE INVESTMENTS 4963660 F EQUITY MUTUAL FUNDS 16515979 F FIXED INCOME MUTUAL FUNDS 7882231 F PRIVATE MARKETS 5633280 F OTHER INVESTMENTS 6389 F 35001539 DUE TO RELATED PARTIES 455160 455160 X PART V, LINE 4: PRIMARILY COLLEGE SCHOLARSHIPS AND OTHER EDUCATIONAL ACTIVITIES. IN ADDITION, PORTIONS ARE USED FOR THE MASONIC LEADERSHIP TRAINING AND THE ONGOING MAINTENANCE OF CALIFORNIA MASONIC MEMORIAL TEMPLE. PART X, LINE 2: THE FOUNDATION 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. 1 ANGELS RBI LEAGUE 2000 E GENE AUTRY WAY ANAHEIM CA 92806 453974647 501(C)(3) 55198 0 GENERAL SUPPORT CALIFORNIA MASONIC MEMORIAL TEMPLE 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941266937 501(C)(3) 228967 0 GENERAL SUPPORT GIANT COMMUNITY FUND 24 WILLIE MAYS PLAZA SAN FRANCISCO CA 94107 943200061 501(C)(3) 138683 0 GENERAL SUPPORT GRAND LODGE OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 940487790 501(C)(10) 50000 0 173TH ANNUAL COMMUNICATION GRANT FOR GALA GRAND LODGE OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 940487790 501(C)(10) 303646 0 ENRICHMENT OF EDUCATION AND LEADERSHIP SKILLS AMONG MASTER MASONS LOS ANGLELES DODGER FOUNDATION 1000 VIN SCULLY AVE LOS ANGELES CA 90090 954623022 501(C)(3) 75757 0 GENERAL SUPPORT MASONIC HOMES OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941156564 501(C)(3) 26370 0 ADULT CARE MASONIC HOMES OF CALIFORNIA 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941156564 501(C)(3) 364821 0 DISTRESSED WORTHY BROTHER RELIEF NAFSCE 601 KING STREET SUITE 401 ALEXANDRIA VA 22314 470968569 501(C)(3) 10000 0 GENERAL SUPPORT TO EDUCATION NATIONAL MASONIC FOUNDATION FOR CHILDREN PO BOX 1960 WEST CHESTER PA 19380 550731354 501(C)(3) 10000 0 2024 CONTRIBUTION RAISING A READER 330 TWIN DOLPHIN DRIVE SUITE 147 REDWOOD CITY CA 94065 943390149 501(C)(3) 301375 0 TO IMPROVE CHILD LITERACY, STRENGTHEN FAMILIES, AND INSPIRE A NEW GENERATION OF CALIFORNIAS CHILDREN TO READ, LEARN AND SUCCEED. REALITY CHANGES OF SAN DIEGO PO BOX 50220 SAN DIEGO CA 92165 263757305 501(C)(3) 15200 0 GENERAL SUPPORT SAN DIEGO PADRES FOUNDATION 100 PARK BLVD SAN DIEGO CA 92101 812350619 501(C)(3) 45596 0 GENERAL SUPPORT 10 1 EDUCATIONAL SCHOLARSHIP 208 311750 TEACHER OF THE YEAR 11 8364 PART I, LINE 2: GRANTS FUNDS ARE MONITORED BY THE APPROPRIATE COMMITTEES OF THE ORGANIZATION. THE APPROPRIATE COMMITTEES SET GUIDELINES ON HOW FUNDS ARE USED. A) MASONIC FOUNDATION SCHOLARSHIP PROGRAM - THIS PROGRAM PROVIDES COLLEGE SCHOLARSHIPS TO 200-250 STUDENTS EACH YEAR. RECIPIENTS COME FROM VARIED SOURCES - PRIMARILY REGIONAL COLLEGE ACCESS AND SUCCESS PROGRAMS. OTHER ANNUAL AWARDS ARE GIVEN TO LEADERS FROM THE MASONIC YOUTH ORDERS. SCHOLAR STUDENTS SUBMIT A TRANSCRIPT OF RECORDS THAT SHOWS THEIR SCHOOL ACADEMIC PERFORMANCE AND EXPECTED COLLEGE PLANS. STUDENTS ALSO NEED TO COMPLETE AN APPLICATION FORM OR A RENEWAL FORM, ATTACHING SUPPORTING DOCUMENTATION (E.G., TRANSCRIPT OF RECORD). ONCE DOCUMENTATION IS COMPLETE, THE MASONIC FOUNDATION STAFF IN CHARGE OF THE SCHOLARSHIP PROGRAM WILL UPDATE THE SCHOLARSHIP DATABASE. B) MASONIC EDUCATION LEADERSHIP PROGRAM - THE GRANTS IS BASED ON ACTUAL EXPENSES MONITORED BY THE GRAND LODGE EXECUTIVE COMMITTEE. THE GRAND LODGE EXECUTIVE COMMITTEE DETERMINES AND APPROVES THE LEADERSHIP TRAININGS FOR THE PROGRAM AND APPROVES THE NECESSARY BUDGET. C) GRANT TO MASONIC TEMPLE FOR BUILDING RENOVATION, REPAIRS AND MAINTENANCE - THE GRANT IS BASED ON ACTUAL EXPENSES MONITORED AND REVIEWED MONTHLY BY THE GRAND LODGE AND MASONIC FOUNDATION AND TEMPLE EXECUTIVE COMMITTEE. X X X X X 0 0 0 0 0 0 0 0 0 ALLAN L CASALOU GRAND SECRETARY 0 415212 0 0 0 0 0 26331 0 25122 0 466665 0 0 DOUGLAS D ISMAIL PRESIDENT/CHIEF PHILANTHROPY OFFICER 335058 0 0 0 0 0 37047 0 11139 0 383244 0 0 0 CAROL R HUNTER CHIEF FINANCIAL OFFICER 0 326961 0 0 0 0 0 26006 0 11139 0 364106 0 0 ANDREW R UEHLING CHIEF HUMAN RESOURCES OFFICER 0 271030 0 0 0 0 0 18278 0 11139 0 300447 0 0 ANDREW CAMERON GENERAL COUNSEL 0 239541 0 0 0 0 0 19101 0 37540 0 296182 0 0 CHRISTOPHER SMITH CTO AND TRUSTEE 0 233090 0 0 0 0 0 16690 0 25122 0 274902 0 0 CANDLER GIBSON DIRECTOR OF MASONIC PHILANTHROPY 160473 0 0 0 0 0 13505 0 27764 0 201742 0 0 0 GREGORY CHERRY DIRECTOR OF MASONIC PHILANTHROPY 155971 0 0 0 0 0 10330 0 9540 0 175841 0 0 0 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, THE BOARD AND THE BOARD LEVEL COMMITTEE DISCLOSES 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 CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR BOARD MEMBERS IS SUBMITTED TO THE CHAIR OF THE BOARD FOR REVIEW. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS ARE PRESENTED BY THE CHAIR TO 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 15A BENCHMARKING IS COMPLETED ON ALL POSITIONS BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT. REVIEW IS DONE BY THE INDEPENDENT VOLUNTEER LEADERSHIP BOARD OF TRUSTESS AND APPROVED BY GRAND LODGE EXECUTIVE COMMITTEE HEADED BY THE GRAND MASTER. SALARY BENCHMARKING IS CONDUCTED BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT UTILIZING NUMEROUS PUBLISHED SALARY SURVEYS FOR EACH POSITION BASED ON TITLE AND JOB DESCRIPTION. 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. CALIFORNIA MASONIC MEMORIAL TEMPLE 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 941266937 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 12B, II CALIFORNIA MASONIC FOUNDATION 1 ACACIA CREEK A MASONIC SENIOR LIVING COMMUNITY AT UNION CITY 34400 MISSION BLVD UNION CITY CA 94587 204688615 CONTINUING CARE AND RETIREMENT ACTIVITY CA 501(C)(3) LINE 10 MASONIC HOMES OF CALIFORNIA 0 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 ACTIVITY CA 501(C)(3) LINE 7 GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA 0 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 611511651 OPERATION OF MASONIC TEMPLE PARKING FACILITY CA N/A C 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 CALIFORNIA MASONIC TEMPLE B 228967 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA B 303646 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA O 514931 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA P 128528 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA J 113106 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER INC J 738140 BOOK/ACTUAL VALUE