2024-08-21T09:52:07-05:00 2023-10-31 910189318 MOSS ADAMS LLP 3121 WEST MARCH LANE SUITE 100 STOCKTON CA 95219 990 2022-11-01 941266937 CALIFORNIA MASONIC MEMORIAL TEMPLE CALI 4157767000 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 CAROL HUNTER CHIEF FINANCIAL OFFICER 4157767000 2024-08-15 1 0 TRACY PAGLIA P00366884 2099556100 2024-08-15 2022 2024-08-08 14:25:15Z MARK E PRESSEY 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 5196627 0 X WWW.FREEMASON.ORG X 1954 CA TO OPERATE EXCLUSIVELY AS A SUPPORTING ORGANIZATION OF THE CALIFORNIA MASONIC FOUNDATION. 5 5 0 6 646976 0 166508 225411 2382158 2396947 400459 86813 0 0 2949125 2709171 1000 324737 0 0 595524 637033 0 0 0 2056006 2123929 2652530 3085699 296595 -376528 12333936 12097099 1300013 1268504 11033923 10828595 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 2660139 324737 2396947 CALIFORNIA MASONIC 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. 2660139 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 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 8 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MARIBEL PASAMIC 4152929126 1111 CALIFORNIA ST SAN FRANCISCO CA 94108 ALLAN L CASALOU EXEC. VICE PRESIDENT & SECRETARY 7.10 32.90 X 0 342507 47348 ANDREW D CAMERON GENERAL COUNSEL 1.80 38.20 X 0 260702 56587 THOMAS J BOYER CHIEF FINANCIAL OFFICER (THRU 06/22) 2.00 38.00 X 0 235468 40939 CAROL R HUNTER CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 164195 10090 MARK E PRESSEY CHAIRMAN AND PRESIDENT 1.00 1.00 X X 0 0 0 CHARLES P CROSS TREASURER 1.00 5.00 X 0 0 0 GARRETT S CHAN TRUSTEE 1.00 2.00 X 0 0 0 DENNIS R MAHONEY TRUSTEE 1.00 1.00 X 0 0 0 ALEXANDER J TEODORO TRUSTEE 1.00 1.00 X 0 0 0 JONATHON L WONG TRUSTEE 1.00 0.00 X 0 0 0 0 1002872 154964 0 0 1 0 SECURITAS SECURITY SERVICES USA INC 455 MARKET STREET SAN FRANCISCO CA 94105 SECURITY SERVICES 264678 UNITED FACILITIES GROUP INC 2415 DE LA CRUZ BLVD SANTA CLARA CA 95050 BLDG MAINTENANCE & FACILITIES SERVICES 146552 APPLIED VIDEO SOLUTIONS INC 2601 MISSION STREET STE 401 SAN FRANCISCO CA 94110 SURVEILLANCE CAMERAS INSTL & MONITORING 143876 ECI 2763 W LAKE VAN NESS CIRCLE FRESNO CA 93711 BLDG ROOF RESEALING/REPLACEMENT SERVICES 139484 OTIS ELEVATOR COMPANY DEPT LA 21684 PASADENA CA 91185 ELEVATOR MAINTENANCE SERVICES 127789 5 216231 9180 225411 RENTAL OF FACILITIES 532000 2396947 103118 634770 1659059 2396947 80845 12206 68639 2493424 2487456 5968 5968 5968 2709171 103118 646976 1733666 324737 324737 102318 17407 84911 392079 304879 87200 21548 17125 4423 87859 62351 25508 33229 22110 11119 29507 29507 26409 26409 155402 109409 45993 419971 385018 34953 2529 1683 846 506006 505115 891 25750 9853 15897 45456 45456 443843 442281 1562 452645 452645 16411 5526 10885 3085699 2660139 425560 0 381526 362999 24371 117300 322689 155590 330520 274756 4698 252418 24780558 18608703 6453414 6171855 3761967 3578414 960272 1094861 94479 88906 12333936 12097099 231723 249625 665115 665115 403175 353764 1300013 1268504 X 11033923 10828595 11033923 10828595 12333936 12097099 -376528 171200 0 X 0 1 X 1 0 X X 1 CA MASONIC FOUNDATION 237013074 7 1 322737 0 1 322737 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 20247202 15686220 4560982 1625973 1231276 394697 2173079 1691207 481872 6171855 ALTERNATIVE INVESTMENTS 552496 F PRIVATE MARKETS 542365 F 1094861 UNSECURED PAYABLE TO RELATED PARTY 274756 DUE TO RELATED ENTITIES 74728 ADVANCED DEPOSITS 4280 353764 X PART X, LINE 2: THE TEMPLE 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 CALIFORNIA MASONIC FOUNDATION 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 237013074 501(C)(3) 322737 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANT FUNDS ARE MONITORED BY THE APPROPRIATE COMMITTEES OF THE ORGANIZATION. THE APPROPRIATE COMMITTEES SET GUIDELINES ON HOW FUNDS ARE USED. 0 0 0 0 0 0 0 0 0 ALLAN L CASALOU EXEC. VICE PRESIDENT & SECRETARY 0 342507 0 0 0 0 0 23950 0 23398 0 389855 0 0 ANDREW D CAMERON GENERAL COUNSEL 0 260702 0 0 0 0 0 21609 0 34978 0 317289 0 0 THOMAS J BOYER CHIEF FINANCIAL OFFICER (THRU 06/22) 0 216960 0 0 0 18508 0 23390 0 17549 0 276407 0 0 CAROL R HUNTER CHIEF FINANCIAL OFFICER 0 164195 0 0 0 0 0 5813 0 4277 0 174285 0 0 SCHEDULE J, PART I, LINE 3 THE TEMPLE RELIED ON A RELATED ORGANIZATION, GRAND LODGE OF FREE AND ACCEPTED MASONS OF CALIFORNIA, TO ESTABLISH THE COMPENSATION AND BENEFITS OF THE TOP MANAGEMENT OFFICIAL USING ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3. GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA CONTROLLING PARENT PURCHASE OF NOB HILL ASSETS X 665115 665115 0 1 1 665115 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, 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 MANAGER PREPARES THE FORM 990 SUPPORTING SCHEDULES/DATA, THEN THE CONTROLLER REVIEWS THE SCHEDULES/DATA AND SUBMITS TO THE TAX CONSULTANT FOR PREPARATION OF THE FORM 990. THE TAX CONSULTANT SUBMITS THE COMPLETED 990 TO THE CONTROLLER AND CFO FOR REVIEW AND APPROVAL. THE CFO AND TAX CONSULTANT PRESENT THE FORM 990 TO THE AUDIT COMMITTEE FOR FINAL APPROVAL. THE FORM IS THEN POSTED TO AN INTERNAL WEBSITE ACCESSIBLE TO ALL VOTING MEMBERS OF THE BOARD. ONCE APPROVED, THE CFO SIGNS THE FORM 990 AND FILES WITH THE IRS. 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 PRESIDENT OF THE BOARD OF DIRECTORS. IN THE EVENT THE INTERESTED PARTY IN QUESTION IS THE PRESIDENT OF THE BOARD, THE POTENTIAL CONFLICT IS DISCLOSED TO THE FULL BOARD. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR BOARD AND NON-BOARD COMMITTEE MEMBERS IS SUBMITTED TO THE PRESIDENT OF THE BOARD FOR REVIEW. THE PLANS FOR MITIGATION OF ANY CONFLICT RELATING TO BOARD MEMBERS OR NON-BOARD COMMITTEE MEMBERS ARE PRESENTED BY THE PRESIDENT TO THE BOARD AND THE GRAND MASTER. FOLLOWING THEIR 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, FORM 990, 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 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 ACTIVITY 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 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 NOB HILL MASONIC CENTER INC 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 611511651 OPERATION OF MASONIC TEMPLE PARKING FACILITY CA N/A C 1 1 1 1 1 1 0 0 0 0 1 0 0 0 0 1 1 1 1 0 CALIFORNIA MASONIC FOUNDATION C 216231 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER D 274756 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA E 665115 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER J 178876 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA J 68433 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA O 663258 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER Q 455894 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER A 646976 BOOK/ACTUAL VALUE CALIFORNIA MASONIC FOUNDATION B 322737 BOOK/ACTUAL VALUE