2023-11-15T13:02:22-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990PF 2022-01-01 042105936 MASON WRIGHT FOUNDATION INC MASO 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 ALAN POPP MS PRESIDENT & CEO 4137331517 2023-11-14 1 ALAN POPP MS 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 15154386 X 90122 X 433207 433207 433207 1043296 9215730 1043296 0 764537 0 764537 2331162 1476503 1197744 293480 0 0 293480 817325 0 729325 74692 202526 0 0 204241 42033 0 0 35497 55249 0 0 55938 103487 82584 82584 20903 6073 0 0 6073 2665 2126 2126 539 28172 0 28172 3116 0 0 3567 4069 0 0 4069 159801 20 1808 174540 1717996 84730 844015 873539 559343 559343 2277339 84730 844015 1432882 53823 1391773 353729 36542 45045 45045 818229 940729 940729 46285 49224 46285 46285 60532 0 66328 60532 60532 16917 31644 31644 1903171 1478032 1478032 11019490 8024285 8024285 2340952 2649027 2649027 0 440254 440254 279826 70493 231605 209333 209333 1691425 1229220 1229220 18173883 15154386 15154386 100440 124332 466431 347751 290770 8422 857641 480505 X 16142202 13767691 1174040 906190 17316242 14673881 18173883 15154386 17316242 53823 920503 18290568 3616687 14673881 PUBLICLY TRADED SECURITIES 7280094 6209823 1070271 1070271 PUBLICLY TRADED SECURITIES 1935636 1962611 -26975 -26975 1043296 -26975 X 1997-10-22 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 WWW.MASONWRIGHT. ORG ALAN POPP MS 4137331517 74 WALNUT STREET SPRINGFIELD MA 01105 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN POPP 74 WALNUT STREET SPRINGFIELD MA 01105 PRESIDENT & CEO 50.00 258794 34686 0 JOHN MORSE 74 WALNUT STREET SPRINGFIELD MA 01105 CHAIR 1.00 0 0 0 ALLISON EBNER 74 WALNUT STREET SPRINGFIELD MA 01105 VICE CHAIR 1.00 0 0 0 PAUL MARCHESE 74 WALNUT STREET SPRINGFIELD MA 01105 VICE CHAIR - LEFT 06/2022 1.00 0 0 0 JEFF SATTLER 74 WALNUT STREET SPRINGFIELD MA 01105 TREASURER 1.00 0 0 0 SUSAN MCCOY ESQ 74 WALNUT STREET SPRINGFIELD MA 01105 SECRETARY 1.00 0 0 0 KATHI DONAHUE 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 PAT GRENIER 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 CARLTON PICKRON 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 CHERYL STANLEY 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE 1.00 0 0 0 SR EILEEN SULLIVAN 74 WALNUT STREET SPRINGFIELD MA 01105 TRUSTEE - LEFT 06/2022 1.00 0 0 0 WILLIAM HAWKINS 74 WALNUT STREET SPRINGFIELD MA 01105 CHIEF FINANCIAL OFFI 40.00 158579 28613 0 MARY BETH DOWD 74 WALNUT STREET SPRINGFIELD MA 01105 EXECUTIVE DIRECTOR 40.00 94449 39133 0 SUZANNE LAPORTE 74 WALNUT STREET SPRINGFIELD MA 01105 CORPORATE HR DIRECTO 40.00 84071 39519 0 EILEEN DRUMM-MOORE 74 WALNUT STREET SPRINGFIELD MA 01105 EXECUTIVE DIRECTOR 40.00 91423 20302 0 LAURA SCHMIEDING 74 WALNUT STREET SPRINGFIELD MA 01105 ACCOUNTING MANAGER 40.00 70552 39197 0 0 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 191829709 AUDIT/TAX PREPARATION 79069 0 PROVIDING OPERATING MANAGEMENT SERVICES TO AN ASSISTED AND INDEPENDENT LIVING RETIREMENT COMMUNITY, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER. 642904 0 14239709 26647 0 14266356 0 0 14266356 213995 14052361 702618 X 1432882 0 1432882 1997-10-22 X 353729 242589 221522 234760 1052600 300670 206201 188294 199546 894710 1432882 959004 983099 766064 4141049 559343 143430 257806 143644 1104223 873539 815574 725293 622420 3036826 0 0 468412 513379 434227 413999 1830017 0 0 0 0 X MASON WRIGHT SENIOR LIVING 74 WALNUT STREET SPRINGFIELD MA 01105 PC THE ORGANIZATION PROVIDED FUNDING TO A RELATED ASSISTED LIVING FACILITY FOR OPERATIONS. 559343 559343 0 MANAGEMENT FEES 757497 14 433207 18 1043296 OTHER INCOME 7040 0 1476503 764537 2241040 1A THE ORGANIZATION'S MISSION IS TO SUPPORT RELATED ORGANIZATIONS, INCLUDING ELDERLY ASSISTED AND INDEPENDENT LIVING FACILITIES, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER, BY PROVIDING SUPPORTING MANAGEMENT SERVICES. 11A SPONSORSHIP OF ANNUAL MEETING 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 55249 0 0 55938 FEDERATED TOTAL RETURN SERS IN (31428Q747) 1200000 1200000 PIMCO FDS PAC INVT MGMT SER (693390841) 311686 311686 SHELL INTERNATIONAL FIN BV (822582CG5) 87741 87741 WALT DISNEY 2.000% 9/01/2029CALLABLE 100595 100595 GOLDMAN SACHS GROUP INC DTD 89898 89898 ORACLE CORP DTD 04/01/2020 102312 102312 PFIZER INC DTD 05/28/2020 98736 98736 COMCAST CORP DTD 05/28/2020 96994 96994 BANK OF AMERICA 2/13/2031VARIABLE RATECALLABLE 97535 97535 CITIGROUP INC DTD 03/31/2020 VAR 91830 91830 MORGAN STANLEY 3.622% 4/01/2031CALLABLE 96030 96030 JPMORGAN CHASE & CO DTD 5/13/2020 90636 90636 BP CAP MARKETS AMERICA DTD 4/6/2020 91774 91774 EXXON MOBIL CORPORATION DTD 3/19/2020 93260 93260 ABBVIE INC. (XNYS:ABBV) 35877 35877 ACCENTURE PUBLIC LIMITED COMPANY (XNYS:ACN) 27218 27218 ADOBE INC. (XNAS:ADBE) 52162 52162 ADVANCE AUTO PARTS, INC. (XNYS:AAP) 23525 23525 ALCON INC. (XNYS:ALC) 37428 37428 ALPHABET INC. (XNAS:GOOG) 30969 30969 AMAZON.COM, INC. (XNAS:AMZN) 108108 108108 AMERICAN INTERNATIONAL GROUP, INC. (XNYS:AIG PR A) 56537 56537 AMERIPRISE FINANCIAL, INC. (XNYS:AMP) 18371 18371 AMGEN INC. (XNAS:AMGN) 27840 27840 AON PLC (XNYS:AON) 19509 19509 APPLE INC. (XNAS:AAPL) 151109 151109 APPLIED MATERIALS, INC. (XNAS:AMAT) 14704 14704 APTIV PLC (XNYS:APTV) 22258 22258 ARCHER-DANIELS-MIDLAND COMPANY. (XNYS:ADM) 25348 25348 ASML HOLDING NV (XNAS:ASML) 37702 37702 ASTRAZENECA PLC (XNAS:AZN) 16679 16679 AT&T INC. (XNYS:T) 29935 29935 ATLAS MARA LIMITED (OTCM:AAMAF) 31953 31953 ATLASSIAN CORPORATION (XNAS:TEAM) 17887 17887 AVERY DENNISON CORPORATION (XNYS:AVY) 18643 18643 BAILLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K 341176 341176 BAILLIE GIFFORD INTERNATIONAL EQUITY K 491530 491530 BERKSHIRE HATHAWAY INC., (XNYS:BRK.B) 38921 38921 BROADCOM INC. (XNAS:AVGO) 22365 22365 CARDINAL HEALTH, INC. (XNYS:CAH) 31670 31670 CDW CORPORATION (XNAS:CDW) 20715 20715 CF INDUSTRIES HOLDINGS, INC. (XNYS:CF) 13632 13632 CHEVRON CORPORATION (XNYS:CVX) 24590 24590 CHUBB LTD (XNYS:CB) 48091 48091 CINTAS CORPORATION (XNAS:CTAS) 24387 24387 CISCO SYSTEMS, INC. (XNAS:CSCO) 26107 26107 CITIGROUP INC. (XNYS:C) 33515 33515 CME GROUP INC. (XNAS:CME) 19843 19843 COMCAST CORPORATION (XNAS:CMCSA) 32242 32242 CONOCOPHILLIPS (XNYS:COP) 85904 85904 CORNING INCORPORATED (XNYS:GLW) 12297 12297 COSTCO WHOLESALE CORPORATION (XNAS:COST) 36520 36520 DANAHER CORPORATION (XNYS:DHR) 21499 21499 DARDEN RESTAURANTS, INC. (XNYS:DRI) 33891 33891 DEXCOM, INC. (XNAS:DXCM) 37482 37482 DOLLAR GENERAL CORPORATION (XNYS:DG) 24133 24133 DOVER CORPORATION (XNYS:DOV) 15572 15572 EATON CORPORATION PUBLIC LIMITED COMPANY (XNYS:ETN) 44888 44888 ELECTRONIC ARTS INC. (XNAS:EA) 17960 17960 EOG RESOURCES, INC. (XNYS:EOG) 25904 25904 EQUINIX, INC. (XNAS:EQIX) 31441 31441 EQUINOR ASA (XNYS:EQNR) 25998 25998 EXPEDITORS INTERNATIONAL OF WASHINGTON, INC (XNAS:EXPD) 20472 20472 FASTENAL COMPANY (XNAS:FAST) 20632 20632 FREEPORT-MCMORAN INC. (XNYS:FCX) 18506 18506 GENUINE PARTS COMPANY (XNYS:GPC) 29670 29670 HALLIBURTON COMPANY (XNYS:HAL) 23217 23217 ILLINOIS TOOL WORKS INC. (XNYS:ITW) 15641 15641 INGREDION INCORPORATED (XNYS:INGR) 33786 33786 INTEL CORPORATION (XNAS:INTC) 12634 12634 INTERNATIONAL BUSINESS MACHINES CORPORATION (XNYS:IBM) 48325 48325 INTERNATIONAL FLAVORS & FRAGRANCES INC. (XNYS:IFF) 25791 25791 INTUIT INC. (XNAS:INTU) 17515 17515 INTUITIVE SURGICAL, INC. (XNAS:ISRG) 35026 35026 ISHARES:CORE MSCI EMMKTS (ARCX:IEMG) 156445 156445 ISHARES:MSCI EAFE ETF (ARCX:EFA) 519869 519869 ISHARES:RUSS 1000 ETF (ARCX:IWB) 654717 654717 ISHARES:RUSS 1000 GR ETF (ARCX:IWF) 238878 238878 ISHARES:RUSS 1000 VL ETF (ARCX:IWD) 197145 197145 ISHARES:RUSS 2000 ETF (ARCX:IWM) 745912 745912 JOHNSON & JOHNSON (XNYS:JNJ) 20491 20491 KEYSIGHT TECHNOLOGIES, INC. (XNYS:KEYS) 21213 21213 KINDER MORGAN, INC. (XNYS:KMI) 28928 28928 KONINKLIJKE PHILIPS NV (XNYS:PHG) 23399 23399 KONTOOR BRANDS, INC. (XNYS:KTB) 36231 36231 LAMAR ADVERTISING COMPANY (XNAS:LAMR) 23506 23506 LEAR CORPORATION (XNYS:LEA) 22944 22944 MARRIOTT INTERNATIONAL, INC. (XNAS:MAR) 21738 21738 MARSH & MCLENNAN COMPANIES, INC. (XNYS:MMC) 49313 49313 MCKESSON CORPORATION (XNYS:MCK) 30760 30760 MEDTRONIC PUBLIC LIMITED COMPANY (XNYS:MDT) 19508 19508 MERCK & CO., INC. (XNYS:MRK) 95639 95639 META PLATFORMS, INC. (XNAS:META) 33575 33575 METLIFE, INC. (XNYS:MET) 44146 44146 METTLER-TOLEDO INTERNATIONAL INC. (XNYS:MTD) 20236 20236 MICROSOFT CORPORATION (XNAS:MSFT) 215119 215119 MOLSON COORS BEVERAGE COMPANY (XNYS:TAP) 21329 21329 MONSTER BEVERAGE CORPORATION (XNAS:MNST) 51476 51476 MSCI INC. (XNYS:MSCI) 16281 16281 NATIONAL FUEL GAS COMPANY (XNYS:NFG) 19750 19750 NETAPP, INC. (XNAS:NTAP) 31171 31171 NETFLIX, INC. (XNAS:NFLX) 53078 53078 NEWMONT CORPORATION (XNYS:NEM) 28934 28934 NEXTERA ENERGY, INC. (XNYS:NEE) 31684 31684 NIKE, INC. (XNYS:NKE) 66345 66345 NORTHERN TRUST CORPORATION (XNAS:NTRS) 18406 18406 NUTRIEN LTD. (XNYS:NTR) 26437 26437 NVIDIA CORPORATION (XNAS:NVDA) 81254 81254 NXP SEMICONDUCTORS NV (XNAS:NXPI) 15171 15171 OGE ENERGY CORP. (XNYS:OGE) 16927 16927 O'REILLY AUTOMOTIVE, INC. (XNAS:ORLY) 28697 28697 PACKAGING CORPORATION OF AMERICA (XNYS:PKG) 13558 13558 PALO ALTO NETWORKS, INC. (XNAS:PANW) 46606 46606 PARKER-HANNIFIN CORPORATION (XNYS:PH) 39867 39867 PAYPAL HOLDINGS, INC. (XNAS:PYPL) 31266 31266 PEPSICO, INC. (XNAS:PEP) 14995 14995 PHILLIPS 66 (XNYS:PSX) 31224 31224 PROSPERITY BANCSHARES, INC. (XNYS:PB) 33651 33651 RADIAN GROUP INC. (XNYS:RDN) 20920 20920 REALTY INCOME CORPORATION (XNYS:O) 24865 24865 RIO TINTO PLC (XNYS:RIO) 48416 48416 S&P GLOBAL INC. (XNYS:SPGI) 45552 45552 SALESFORCE, INC. (XNYS:CRM) 39910 39910 SEA LIMITED (XNYS:SE) 12643 12643 SNAP-ON INCORPORATED (XNYS:SNA) 22849 22849 SPLUNK INC. (XNAS:SPLK) 24363 24363 STRYKER CORPORATION (XNYS:SYK) 35940 35940 TE CONNECTIVITY LTD (XNYS:TEL) 13660 13660 TESLA, INC. (XNAS:TSLA) 5174 5174 TEXAS INSTRUMENTS INCORPORATED (XNAS:TXN) 46096 46096 ESTEE LAUDER COMPANIES INC. (XNYS:EL) 56817 56817 HOME DEPOT, INC. (XNYS:HD) 30638 30638 KRAFT HEINZ COMPANY (XNAS:KHC) 39611 39611 PNC FINANCIAL SERVICES GROUP, INC. (XNYS:PNC) 25428 25428 PROGRESSIVE CORPORATION (XNYS:PGR) 27369 27369 SHERWIN-WILLIAMS COMPANY (XNYS:SHW) 29904 29904 THERMO FISHER SCIENTIFIC INC. (XNYS:TMO) 77647 77647 TRACTOR SUPPLY COMPANY (XNAS:TSCO) 20247 20247 UBER TECHNOLOGIES, INC. (XNYS:UBER) 22282 22282 UNION PACIFIC CORPORATION (XNYS:UNP) 43899 43899 UNITED PARCEL SERVICE, INC. (XNYS:UPS) 45372 45372 UNITEDHEALTH GROUP INCORPORATED (XNYS:UNH) 142088 142088 UNITY SOFTWARE INC (XNYS:U) 3802 3802 VERIZON COMMUNICATIONS INC. (XNYS:VZ) 25137 25137 VICI PROPERTIES INC. (XNYS:VICI) 28868 28868 VISA INC. (XNYS:V) 139199 139199 W.W. GRAINGER, INC. (XNYS:GWW) 48394 48394 WELLS FARGO & COMPANY (XNYS:WFC) 53182 53182 WORKDAY, INC. (XNAS:WDAY) 22087 22087 ZOETIS INC. (XNYS:ZTS) 78258 78258 RAYTHEON TECHNOLOGIES CORP 98599 98599 1478032 1478032 0 0 ISHARES:GLOBAL REIT ETF (ARCX:REET) AT COST 198713 198713 VANGUARD COMMODITY STRATEGY FUND AT COST 176875 176875 VANGUARD INFLATION-PROTECTED SECURITIES FUND;ADMRL AT COST 64666 64666 LAND IMPROVEMENTS 123332 31734 91598 91598 EQUIPMENT 32706 14539 18167 18167 LAND 82654 0 82654 82654 SOFTWARE 41134 24220 16914 16914 LEGAL 42033 0 0 35497 BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS 1174040 906190 906190 DUE FROM AFFILIATES 517385 323030 323030 CHANGE IN BENEFICIAL INTERESTS IN THIRD-PARTY TRUSTS 267850 UNREALIZED LOSS ON INVESTMENTS 3348837 ADVERTISING, MARKETING, AND BRANDING 4457 0 0 4457 DUES & SUBSCRIPTIONS 4207 0 0 4207 GENERAL LIABILITY INSURANCE 2650 0 0 3388 IT & EQUIPMENT 57370 0 0 74477 MISCELLANEOUS 1788 0 1788 0 BANK FEES 20 20 20 0 OFFICE EXPENSE 11502 0 0 10204 PAYROLL FEES 1409 0 0 1409 PROFESSIONAL TRAINING & CERTIFICATION 3769 0 0 3769 RECRUITMENT EXPENSES 28265 0 0 28265 REPAIRS & MAINTENANCE 32115 0 0 32115 RESIDENTS SERVICES 11249 0 0 11249 WORKERS COMPENSATION INSURANCE 1000 0 0 1000 MANAGEMENT FEES 757497 757497 OTHER INCOME 7040 7040 EQUITY TRANSFER 920503 DUE TO AFFILIATES 290770 8422 INVESTMENT FEES 82584 82584 82584 0 CONSULTANTS 0 0 0 0 OTHER FEES 20903 0 0 20903 FOREIGN TAXES PAID 2126 2126 2126 0 OTHER TAXES 539 0 0 539