2022-08-31T19:05:39-05:00 2021-10-31 910189318 MOSS ADAMS LLP 3121 WEST MARCH LANE SUITE 100 STOCKTON CA 95219 990 2020-11-01 941266937 CALIFORNIA MASONIC MEMORIAL TEMPLE CALI 4157767000 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 THOMAS BOYER COO/CFO 4157767000 2022-07-25 1 THOMAS BOYER 999009999 TRACY PAGLIA P00366884 2099556100 2022-07-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM J BRAY III 1111 CALIFORNIA STREET SAN FRANCISCO CA 94108 4309469 0 X WWW.FREEMASON.ORG X 1954 CA TO OPERATE EXCLUSIVELY AS A SUPPORTING ORGANIZATION OF THE CALIFORNIA MASONIC FOUNDATION. 5 5 0 4 634149 0 63412 104413 2010069 2075381 93186 425567 0 0 2166667 2605361 0 0 0 0 404963 441969 0 0 0 1648917 1713998 2053880 2155967 112787 449394 11904587 13072948 1242324 1265227 10662263 11807721 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 1842157 0 97599 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. 1842157 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 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 5 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 & SEC 6.80 33.20 X 0 314598 42415 THOMAS J BOYER CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 283401 56584 ANDREW D CAMERON GENERAL COUNSEL 1.90 38.10 X 0 245856 62750 WILLIAM J BRAY III CHAIRMAN AND PRESIDENT 1.00 0.00 X X 0 0 0 ARTHUR L SALAZAR JR TREASURER 1.00 5.00 X 0 0 0 DENNIS R MAHONEY TRUSTEE 1.00 1.00 X 0 0 0 MARK E PRESSEY TRUSTEE (THRU 10/2021) 1.00 2.00 X 0 0 0 ALEXANDER J TEODORO TRUSTEE 1.00 1.00 X 0 0 0 JEFFERY M WILKINS TRUSTEE 1.00 2.00 X 0 0 0 0 843855 161749 0 0 1 0 SECURITAS SECURITY SERVICES USA INC 1650 BOREL PLACE SAN MATEO CA 94402 SECURITY SERVICES 259210 OTIS ELEVATOR CO 444 SPEAR ST SUITE 100 SAN FRANCISCO CA 94105 REPAIR & SERVICES 149888 2 103927 486 104413 RENTAL OF FACILITIES 532000 2075381 97599 617663 1360119 2075381 92030 16486 75544 2037645 1704108 333537 333537 333537 2605361 97599 634149 1769200 X 95795 17949 77846 267643 183327 84316 16638 11630 5008 38678 24654 14024 23215 13170 10045 26657 26657 29362 29362 281171 276180 4991 246519 220990 25529 2489 1412 1077 333676 332619 1057 10355 5137 5218 49736 49736 393836 392323 1513 329621 329621 10576 3783 6793 2155967 1842157 313810 0 407567 283131 21179 35709 334609 635917 435584 384100 136182 36647 24276420 17753475 6458777 6522945 3502157 4008841 552407 831652 56125 334006 11904587 13072948 108311 143979 665115 665115 468898 456133 1242324 1265227 X 10662263 11807721 10662263 11807721 11904587 13072948 449394 696064 0 X 0 1 X 1 0 X X 1 CA MASONIC FOUNDATION 237013074 7 1 0 0 1 0 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 19970516 15033601 4936915 1548898 1156003 392895 2022702 1563871 458831 6522945 ALTERNATIVE INVESTMENTS 568478 F PRIVATE MARKETS 263174 F 831652 UNSECURED PAYABLE TO RELATED PARTY 330520 DUE TO RELATED ENTITIES 125613 456133 X 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. 0 0 0 0 0 0 0 0 0 ALLAN L CASALOU EXEC. VICE PRESIDENT & SEC 0 311481 0 0 0 3117 0 22720 0 19695 0 357013 0 0 THOMAS J BOYER CHIEF FINANCIAL OFFICER 0 278151 0 0 0 5250 0 28783 0 27801 0 339985 0 0 ANDREW D CAMERON GENERAL COUNSEL 0 240606 0 0 0 5250 0 19060 0 43690 0 308606 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 SUPERVISOR 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. CFO AND TAX CONSULTANT PRESENTED 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. FORM 990, PART IX, LINE 11G SECURITY, JANITORIAL, AND OTHER: PROGRAM SERVICE EXPENSES 276,180. MANAGEMENT AND GENERAL EXPENSES 4,991. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,171. 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 0 1 1 1 0 0 0 0 1 0 0 0 0 1 1 1 1 0 CALIFORNIA MASONIC FOUNDATION C 103927 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER D 384100 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA E 665115 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER J 126897 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA J 64980 BOOK/ACTUAL VALUE GRAND LODGE OF THE FREE & ACCEPTED MASONS OF CALIFORNIA O 447018 BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER Q 490766 BOOK/ACTUAL VALUE BOOK/ACTUAL VALUE NOB HILL MASONIC CENTER A 634149 BOOK/ACTUAL VALUE