TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
MASON WRIGHT FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)74 WALNUT STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SPRINGFIELD, MA01105

A Employer identification number

04-2105936

B Telephone number (see instructions)

(413) 733-1517

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$16,734,120J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	25
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	277,530		277,530	277,530
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		202,452
b	Gross sales price for all assets on line 6a 2,890,044
7	Capital gain net income (from Part IV, line 2)...			202,452
8	Net short-term capital gain.........				16,909
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		664,443	137	664,443
12	Total. Add lines 1 through 11........	1,144,450		480,119	958,882
13	Compensation of officers, directors, trustees, etc.	372,735		0	0	372,735
14	Other employee salaries and wages......	533,386		0	533,386	2,223
15	Pension plans, employee benefits.......	142,020		0	110,143	61,589
16a	Legal fees (attach schedule).........		56,752	0	0	39,651
b	Accounting fees (attach schedule).......		77,693	0	0	77,693
c	Other professional fees (attach schedule)....		141,270	82,254	82,254	48,747
17	Interest...............	8,883		0	0	0
18	Taxes (attach schedule) (see instructions)...		5,248	1,606	1,606	3,642
19	Depreciation (attach schedule) and depletion...		9,941	0	9,941
20	Occupancy..............
21	Travel, conferences, and meetings.......	2,503		0	0	2,503
22	Printing and publications..........
23	Other expenses (attach schedule).......		92,417	30	30	116,510
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,442,848		83,890	737,360	725,293
25	Contributions, gifts, grants paid.......	257,806				257,806
26	Total expenses and disbursements. Add lines 24 and 25	1,700,654		83,890	737,360	983,099
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-556,204
b	Net investment income (if negative, enter -0-)			396,229
c	Adjusted net income (if negative, enter -0-)...				221,522

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	88,912	16,052	16,052
	2	Savings and temporary cash investments.........	287,681	542,150	542,150
	3	Accounts receivable 16,802
		Less: allowance for doubtful accounts	34,097	16,802	16,802
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule) 71,896
		Less: allowance for doubtful accounts 0	0	71,896	71,896
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	6,739	30,862	30,862
	10a	Investments—U.S. and state government obligations (attach schedule)	1,302,954	1,095,925	1,095,925
	b	Investments—corporate stock (attach schedule).......	6,350,681	10,724,316	10,724,316
	c	Investments—corporate bonds (attach schedule).......	2,420,193	2,471,402	2,471,402
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	306,926	0	0
	14	Land, buildings, and equipment: basis 257,916
		Less: accumulated depreciation (attach schedule) 16,807	156,819	241,109	241,109
	15	Other assets (describe )	1,440,076	1,523,606	1,523,606
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	12,395,078	16,734,120	16,734,120
	17	Accounts payable and accrued expenses..........	71,710	76,486
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......	523,785	579,697
	22	Other liabilities (describe )	99,671	11,051
	23	Total liabilities (add lines 17 through 22).........	695,166	667,234
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	10,723,571	14,981,588
	25	Net assets with donor restrictions............	976,341	1,085,298
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	11,699,912	16,066,886
	30	Total liabilities and net assets/fund balances (see instructions).	12,395,078	16,734,120

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

11,699,912

Enter amount from Part I, line 27a .....................

-556,204

Other increases not included in line 2 (itemize) bullet

4,923,178

Add lines 1, 2, and 3 ..........................

16,066,886

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

16,066,886

Form 990-PF (2020)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation
1 a	PUBLICLY TRADED SECURITIES
b	PUBLICLY TRADED SECURITIES
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	749,508	732,599	16,909
b	2,087,998	1,954,993	133,005
c	52,538		52,538
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			16,909
b			133,005
c			52,538
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	202,452
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	16,909

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: 1997-10-22(attach copy of letter if necessary–see instructions)
b	Reserved................................	1	N/A
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	0
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.MASONWRIGHT. ORG

The books are in care of bullet

ALAN POPP MS Telephone no. bullet

(413) 733-1517

Located at bullet

74 WALNUT STREETSPRINGFIELDMA ZIP+4 bullet

01105

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ALAN POPP	PRESIDENT & CEO 50.00	200,883	30,000	27,303
74 WALNUT STREET SPRINGFIELD,MA01105	PRESIDENT & CEO 50.00	200,883	30,000	27,303
JOHN MORSE	CHAIR 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	CHAIR 1.00	0	0	0
PAUL MARCHESE	VICE CHAIR 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	VICE CHAIR 1.00	0	0	0
ALLISON EBNER	SECRETARY 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	SECRETARY 1.00	0	0	0
JEFF SATTLER	TREASURER 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	TREASURER 1.00	0	0	0
KATHI DONAHUE	TRUSTEE 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	TRUSTEE 1.00	0	0	0
MARY BETH DOWD	TRUSTEE 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	TRUSTEE 1.00	0	0	0
PAT GRENIER	TRUSTEE 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	TRUSTEE 1.00	0	0	0
SUSAN MCCOY ESQ	TRUSTEE 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	TRUSTEE 1.00	0	0	0
SR EILEEN SULLIVAN	TRUSTEE 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	TRUSTEE 1.00	0	0	0
SABRINA WOODGETT	TRUSTEE 1.00	0	0	0
74 WALNUT STREET SPRINGFIELD,MA01105	TRUSTEE 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
EILEEN DRUMM-MOORE	EXECUTIVE DIRECTOR 40.00	130,155	7,274	0
74 WALNUT STREET SPRINGFIELD,MA01105	EXECUTIVE DIRECTOR 40.00	130,155	7,274	0
JANINE KENT	CORPORATE FINANCE DI 40.00	113,049	6,406	0
74 WALNUT STREET SPRINGFIELD,MA01105	CORPORATE FINANCE DI 40.00	113,049	6,406	0
DEBRA MAXTON	AGENCY DIRECTOR 40.00	98,611	10,044	0
74 WALNUT STREET SPRINGFIELD,MA01105	AGENCY DIRECTOR 40.00	98,611	10,044	0
SUZANNE LAPORTE	CORPORATE HR DIRECTO 40.00	86,350	1,548	0
74 WALNUT STREET SPRINGFIELD,MA01105	CORPORATE HR DIRECTO 40.00	86,350	1,548	0


Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
CLIFTONLARSONALLEN LLP	AUDIT/TAX PREPARATION	127,680
PO BOX 829709 PHILADELPHIA,PA191829709	AUDIT/TAX PREPARATION	127,680
PEOPLE'S UNITED WEALTH MANAGEMENT	INVESTMENT MANAGEMENT	82,254
ONE MONARCH PLACE-10TH FLOOR SPRINGFIELD,MA01144	INVESTMENT MANAGEMENT	82,254

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	PROVIDING OPERATING MANAGEMENT SERVICES TO AN ASSISTED AND INDEPENDENT LIVING RETIREMENT COMMUNITY, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER.	653,470
2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

13,178,432

Average of monthly cash balances.......................

46,738

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

13,225,170

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

13,225,170

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

198,378

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

13,026,792

Minimum investment return. Enter 5% of line 5..................

651,340

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2020 from Part VI, line 5......

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

983,099

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

983,099

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

983,099

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........
4Qualifying distributions for 2020 from Part
XII, line 4: $
a Applied to 2019, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2020 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2020.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 2020....

Form 990-PF (2020)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

1997-10-22

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total
	221,522	234,760	211,838	268,898	937,018
b 85% of line 2a .........	188,294	199,546	180,062	228,563	796,465
c Qualifying distributions from Part XII, line 4 for each year listed .....	983,099	766,064	556,678	480,271	2,786,112
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	257,806	143,644	0	62,575	464,025
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	725,293	622,420	556,678	417,696	2,322,087
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......					0
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)					0
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...	434,227	413,999	395,419	369,006	1,612,651
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....					0
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....					0
(3) Largest amount of support from an exempt organization					0
(4) Gross investment income					0

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
MASON WRIGHT SENIOR LIVING 74 WALNUT STREET SPRINGFIELD,MA01105		PC	THE ORGANIZATION PROVIDED FUNDING TO A RELATED ASSISTED LIVING FACILITY FOR OPERATIONS.	257,806
Total ................................. 3a				257,806

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
aMANAGEMENT FEES					653,470
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	277,530
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	202,452
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME					3,588
bGAIN ON NOTE ACQUISITION			01	7,248
cLATE FEE ON NOTE			01	137
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		487,367	657,058

13Total. Add line 12, columns (b), (d), and (e)..................

1,144,425

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
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

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	77,693	0	0	77,693

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC 3.600% 5/14/2025CALLABLE BOND	83,555	83,555
ACE INC HOLDINGS 2.875% 11/03/2022CALLABLE BOND	78,182	78,182
AMAZON.COM INC 3.300% 12/05/2021CALLABLE BOND	71,614	71,614
AMGEN INC 3.125% 5/01/2025CALLABLE BOND	82,632	82,632
BANK OF AMERICA CORP 3.875%8/01/2025	56,990	56,990
BP CAPITAL MARKETS 3.814% 2/10/2024	82,369	82,369
CATERPILLAR INC DEL3.400% 5/15/2024 CALLABLE BOND	81,766	81,766
CITIGROUP INC 3.750% 6/16/2024	55,308	55,308
COMCAST CORP 3.300% 2/01/2027 CALLABLE	56,409	56,409
COMMONWEALTH BANK AUSTRALIA2.750% 3/10/2022	77,217	77,217
EXXON MOBIL CORP 2.397% 03/06/2022CALLABLE BOND	30,672	30,672
GOLDMAN SACHS GROUP INC3.500% 01/23/2025CALLABLE BOND	55,183	55,183
INTERCONTINENTAL EXCHANGE4% 10/15/23	82,448	82,448
JPMORGAN CHASE & CO 3.125%01/23/2025CALLABLE BOND	54,763	54,763
MORGAN STANLEY 4.000% 7/23/2025	85,828	85,828
PIMCO HIGH YIELD INSTL #108	304,853	304,853
QUALCOMM INC 3.250% 5/20/2027CALLABLE	113,507	113,507
UNITEDHEALTH GROUP 2.875% 12/15/2021	61,449	61,449
VANGUARD GNMA ADMIRAL #536	604,818	604,818
VANGUARD MORTGAGE BACKED SEC IDX ADM #1948	183,979	183,979
VERIZON COMMUNICATIONS3.500% 11/01/2024CALLABLE BOND	82,839	82,839
WELLS FARGO & CO 4.100%6/03/2026	57,322	57,322
WELLS FARGO 3.000% 10/23/2026	27,699	27,699

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Name of Stock	End of Year Book Value	End of Year Fair Market Value
A T & T INC	15,588	15,588
ABBOTT LABS	70,293	70,293
ABBVIE INC	26,895	26,895
ACADIA HEALTHCARE COMPANY INC	23,371	23,371
ACS ACTIVIDADES CONS - UNS ADR	12,617	12,617
ADECCO	10,340	10,340
ADOBE INC	123,530	123,530
ADVANCED AUTO PTS INC	9,921	9,921
AIA GROUP LTD ADR	12,742	12,742
AIRBUS SE ADR	10,079	10,079
AKAMAI TECHNOLOGIES INC	14,594	14,594
ALEXION PHARMACEUTICALS INC	13,124	13,124
ALIBABA GROUP HLDG LTD SPONSORED ADR	23,738	23,738
ALPHABET INC CL A	98,148	98,148
ALPHABET INC CL C	89,346	89,346
AMAZON COM INC	211,700	211,700
AMERICAN CAMPUS CMNTYS INC REIT	20,316	20,316
AMERICAN EXPRESS CO	11,970	11,970
AMERICAN INTL GROUP INC	27,032	27,032
AMERICAN WTR WKS CO INC NEW	25,323	25,323
AMERIPRISE FINL INC	22,348	22,348
AMGEN INC	49,203	49,203
ANGLO AMERICAN PLC ADR	17,814	17,814
ANHEUSER BUSCH INBEV SA/NV ADR	3,356	3,356
AON PLC	61,902	61,902
APPLE INC	391,701	391,701
APTARGROUP INC	25,598	25,598
ARTISAN PARTNERS ASSET MGMT INC	16,008	16,008
ASML HOLDING NV NY REG SHS	12,681	12,681
ASTRAZENECA PLC SPONSORED ADR	10,248	10,248
ATLANTIC UNION BANKSHARES CORP	17,524	17,524
ATLAS CORP	15,620	15,620
AVERY DENNISON CORP	66,697	66,697
B A E SYSTEMS PLC ADR	7,777	7,777
BANK OF AMERICA CORP	68,319	68,319
BERKSHIRE HATHAWAY INC DEL CL B	53,794	53,794
BEST BUY CO	53,687	53,687
BIOMARIN PHARMACEUTICAL INC	4,297	4,297
BIO-RAD LABORATORIES INC	49,550	49,550
BJ'S WHOLESALE CLUB HOLDINGS INC	27,140	27,140
BOOZ ALLEN HAMILTON HOLDINGS	49,605	49,605
BRIGHT HORIZONS FAMILY SOLUTIONS	29,062	29,062
BURLINGTON STORES INC	37,402	37,402
C H ROBINSON WORLDWIDE INC	8,354	8,354
C V S HEALTH CORP	28,345	28,345
CAMPAGNIE DE SAINT-GOBAIN ADR	10,599	10,599
CAPGEMINI SE ADR	11,946	11,946
CARLSBERG A/S -B- SPON ADR	11,670	11,670
CARTER'S INC	23,047	23,047
CATALENT INC	76,387	76,387
CAVCO INDUSTRIES INC	24,738	24,738
CELANESE CORP DEL SER A	11,695	11,695
CHEMED	25,033	25,033
CHEVRON CORP	60,973	60,973
CHURCH & DWIGHT INC	46,145	46,145
CISCO SYSTEMS INC	48,867	48,867
CITIGROUP INC	43,470	43,470
CMS ENERGY CORP.	25,014	25,014
COCA COLA CO	29,614	29,614
COGNEX CORP	35,647	35,647
COMCAST CORP NEW CL A	65,762	65,762
CONOCOPHILLIPS	42,309	42,309
CORESITE REALTY CORP REIT	23,553	23,553
CORTEVA INC	21,025	21,025
COSTCO WHSL CORP NEW	96,079	96,079
CUMMINS INC	35,655	35,655
DANAHER CORP	110,181	110,181
DANONE SA ADR	10,367	10,367
DBS GROUP HLDGS ADR	7,578	7,578
DEUTSCHE BOERSE ADR	8,042	8,042
DEUTSCHE POST AG SPONSORED ADR	9,366	9,366
DISNEY (WALT) COMPANY HOLDING CO	108,164	108,164
DNB ASA-SPONSOR ADR	11,028	11,028
DOMINION ENERGY INC	10,904	10,904
DORMAN PRODUCTS INC	30,213	30,213
DRIL-QUIP INC	3,466	3,466
E.ON SE ADR	7,552	7,552
EAGLE MATERIALS INC	32,027	32,027
EASTERLY GOVERNMENT PPTYS INC REIT	29,309	29,309
EATON CORP PLC	18,622	18,622
ECOLAB INC	71,615	71,615
EDWARDS LIFESCIENCES CORP	60,759	60,759
ENEL SPA ADR	10,086	10,086
ENTEGRIS INC	35,749	35,749
ENVESTNET INC	20,819	20,819
EPAM SYSTEMS INC	39,060	39,060
EQUINOR ASA ADR	18,210	18,210
EQUINOX INC REIT	14,284	14,284
EXPONENT INC	50,687	50,687
FACEBOOK INC A	136,307	136,307
FANUC CORP ADR	11,864	11,864
FEDERAL SIGNAL CORP	22,688	22,688
FIDELITY NATL INFORMATION SVCS INC	5,658	5,658
FISERV INC	67,405	67,405
FIVE BELOW INC	49,519	49,519
GALLAGHER ARTHUR J & COCOM	17,691	17,691
GARTNER GROUP INC	30,756	30,756
GENUINE PARTS INC	13,156	13,156
GIBRALTER INDUSTRIES INC	49,135	49,135
GILEAD SCIENCES INC	9,030	9,030
GLACIER BANCORP INC	23,649	23,649
GRACO INC	26,408	26,408
GRAINGER W W INC	15,109	15,109
GRAND CANYON EDUCATION INC	17,318	17,318
HEXCEL CORP NEW	19,348	19,348
HITACHI LIMITED ADR 10 COM	6,772	6,772
HOME DEPOT INC	130,685	130,685
HONEYWELL INTL INC	142,934	142,934
HUBSPOT	64,620	64,620
HUDSON PACIFIC PROPERTIES INC REIT	14,148	14,148
ICU MED INC	32,388	32,388
IHS MARKIT LTD	17,427	17,427
ILLINOIS TOOL WORKS	78,494	78,494
INDUSTRIA DE DISENO TEXTIL SA ADR	9,192	9,192
INGERSOLL-RAND PUBLIC LIMITED CO	48,294	48,294
INSULET CORP	24,029	24,029
INTEGER HOLDINGS CORP	24,276	24,276
INTEL CORP	72,638	72,638
INTERNATIONAL PAPER CO	2,039	2,039
INVESCO OPPENHEIMER DEVELOPING MKTSR6 #7038	780,058	780,058
ISHARES NASDAQ BIOTECHNOLOGY ETF	75,139	75,139
JAZZ PHARMACEUTICALS PLC	17,495	17,495
JOHNSON & JOHNSON INC	88,448	88,448
JPMORGAN CHASE & CO	123,004	123,004
JULIUS BAER GROUP LTD ADR	7,570	7,570
KEMPER CORP	27,275	27,275
KIMBERLY CLARK CORP	25,887	25,887
KINSALE CAPITAL GROUP INC	25,417	25,417
KONINKLIJKE AHOLD DELHAIZE NV ADR	8,285	8,285
LAMAR ADVERTISING CO CLASS A REIT	29,793	29,793
LAMB WESTON HOLDINGS INC	44,409	44,409
LANCASTER COLONY CORP	25,538	25,538
LEAR CORP	22,423	22,423
LILLY ELI & CO	11,143	11,143
LITHIA MOTORS INC CLASS A	46,827	46,827
LONDON STOCK EXCHANGE GROUP PLC ADR	10,220	10,220
MARKETAXESS HLDGS INC	45,074	45,074
MARSH & MCLENNAN COS INC	40,248	40,248
MCDONALDS CORP	64,159	64,159
MEDTRONIC PLC	73,447	73,447
MERCK & CO INC NEW	14,806	14,806
MERCK KGAA ADR	12,158	12,158
METLIFE INC	22,160	22,160
MICROSOFT CORP	296,041	296,041
MOLINA HEALTHCARE INC	35,730	35,730
MOLSON COORS BEVERAGE COMPANY CL B	14,868	14,868
MONDELEZ INTERNATIONAL INC	41,163	41,163
MORGAN STANLEY CO	29,605	29,605
MSCI INC	85,734	85,734
MURATA MANUFACTURING CO ADR	15,121	15,121
N R G ENERGY INC NEW	28,576	28,576
NETAPP INC	22,919	22,919
NEUROCRINE BIOSCIENCES INC	30,001	30,001
NEXTERA ENERGY INC	90,728	90,728
NIKE INC CL B	59,417	59,417
NORDEA BANK ABP ADR	9,306	9,306
NORDSON CORP	35,166	35,166
NOVOZYMES A/S ADR	8,215	8,215
NUTANIX INC CL A	4,079	4,079
NUTRIEN LTD	28,896	28,896
NVIDIA CORP	11,488	11,488
OGE ENERGY CORP	15,197	15,197
ONEOK INC NEW	32,316	32,316
PALO ALTO NETWORKS INC	18,125	18,125
PARSLEY ENERGY INC	28,712	28,712
PAYCHEX INC	10,995	10,995
PAYPAL HOLDINGS INC	51,992	51,992
PEPSICO INC	50,570	50,570
PERFORMANCE FOOD GROUP CO	22,043	22,043
PERNOD RICARD SA ADR	9,554	9,554
PFIZER INC	19,951	19,951
PHILLIPS 66	20,982	20,982
PHYSICIAN REIT	21,627	21,627
PINNACLE FINANCIAL PARTNERS INC	23,442	23,442
PNC FINANCIAL SERVICES GROUP	24,436	24,436
POLARIS INC	22,105	22,105
POOL CORP	40,603	40,603
PORTLAND GEN ELEC CO	19,546	19,546
POWER INTEGRATIONS INC	22,430	22,430
PRINCIPAL REAL EST SECT	181,620	181,620
PROCTER & GAMBLE CO	33,811	33,811
PROSPERITY BANCSHARES INC	18,103	18,103
PROSUS NV ADR	5,081	5,081
PUBLIC STORAGE INC REIT	12,239	12,239
QUAKER CHEMICAL CORP	52,959	52,959
QUALCOMM INC	23,765	23,765
RADIAN GROUP INC	15,491	15,491
RAPID7 INC	42,646	42,646
RAYTHEON TECHNOLOGIES CORP	21,739	21,739
RBC BEARINGS INC	45,118	45,118
RECKITT BENKISER-SPON ADR	12,323	12,323
RITCHIE BROS AUCTIONEERS	45,973	45,973
ROCHE HLDG LTD SPON ADR	11,186	11,186
RPM INTERNATIONAL INC	54,831	54,831
RWE AKTIENGESELLSCHAF ADR	5,456	5,456
SALESFORCE	17,580	17,580
SANDS CHINA LTD ADR	8,431	8,431
SANOFI SPONSORED ADR	9,184	9,184
SAP SE ADR	13,821	13,821
SCHNEIDER NATIONAL INC CL B	16,436	16,436
SHISEIDO LTD ADR	9,953	9,953
SIEMENS HEALTHINEE-UNSP ADR	7,602	7,602
SIGNATURE BK NEW YORK N Y	31,793	31,793
SILICON LABORATORIES INC	27,633	27,633
SMITH & NEPHEW P L C SPON ADR NEW	8,561	8,561
SPLUNK INC	9,174	9,174
SS&C TECHNOLOGIES HLDGS INC	18,479	18,479
STERIS PLC	43,026	43,026
SUMMIT HOTEL PROPERTIES INC REIT	14,803	14,803
SUN CMNTYS INC REIT	34,645	34,645
T J X COS INC	40,974	40,974
T. ROWE PRICE INTERNATIONAL DISCOVER#436	142,585	142,585
TAIWAN SEMICONDUCTOR MFG CO ADR	15,157	15,157
TARGET CORP	60,373	60,373
TCF FINANCIAL CORP NEW	22,915	22,915
TE CONNECTIVITY LTD	20,703	20,703
TEXAS INSTRUMENTS	98,642	98,642
TEXAS ROADHOUSE INC	41,112	41,112
THE INTERNATIONAL EQUITY FUND K	681,481	681,481
THERMO FISHER SCIENTIFIC INC	134,145	134,145
TORO CO	39,833	39,833
TRANE TECHNOLOGIES PLC	23,951	23,951
TRAVELERS COMPANIES INC	983	983
TRUIST FINANCIAL CORP	16,919	16,919
TYLER TECHNOLOGIES INC	28,374	28,374
UBER TECHNOLOGIES INC	1,530	1,530
UNION PACIFIC CORP	76,000	76,000
UNITED PARCEL SVC INC CL B	16,840	16,840
UNITEDHEALTH GROUP INC	109,412	109,412
VAIL RESORTS INC	21,201	21,201
VALERO ENERGY CORP	16,349	16,349
VEREIT INC REIT	15,683	15,683
VERIZON COMMUNICATIONS	77,903	77,903
VIATRIS INC	1,256	1,256
VISA INC CLASS A SHARES	141,956	141,956
VMWARE INC	5,049	5,049
VOYA FINANICAL INC	38,932	38,932
WALMART INC	17,298	17,298
WASTE MANAGEMENT INC NEW	35,733	35,733
WEBSTER FINL CORP WATERBURY CONNCOM	29,547	29,547
WEST PHARMACEUTICAL SVSC INC	58,928	58,928
WESTERN ALLIANCE BANCORP	41,905	41,905
WEYERRHAUSER CO REIT	18,307	18,307
ZEBRA TECHNOLOGIES CORP CL A	71,870	71,870
ZOETIS INC	115,354	115,354

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

US Government Securities - End of Year Book Value:

1,095,925

US Government Securities - End of Year Fair Market Value:

1,095,925

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2020 LandEtcSchedule2

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
LAND IMPROVEMENTS	159,785	11,319	148,466	148,466
EQUIPMENT	32,706	2,388	30,318	30,318
LAND	38,650	0	38,650	38,650
SOFTWARE	26,775	3,100	23,675	23,675

- TIN:

TY 2020 LegalFeesSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL	56,752	0	0	39,651

- TIN:

TY 2020 OtherAssetsSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS	1,076,012	1,085,298	1,085,298
DUE FROM AFFILIATES	364,064	416,005	416,005
CONSTRUCTION IN PROGRESS	0	22,303	22,303

- TIN:

TY 2020 OtherExpensesSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OFFICE SUPPLIES	10,012	0	0	34,416
MISCELLANEOUS EXPENSES	50,890	0	0	50,890
ADVERTISING, MARKETING & BRANDING	6,215	0	0	6,215
INSURANCE	3,224	0	0	2,943
REPAIRS & MAINTENANCE	22,046	0	0	22,046
MISCELLANEOUS - BANK FEES	30	30	30	0

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
MANAGEMENT FEES	653,470		653,470
OTHER INCOME	3,588		3,588
GAIN ON NOTE ACQUISITION	7,248		7,248
LATE FEE ON NOTE	137	137	137

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Description	Amount
CHANGE IN BENEFICIAL INTERESTS IN THIRD-PARTY TRUSTS	108,957
EQUITY TRANSFER	425,420
PRIOR PERIOD ADJUSTMENT	4,388,801

- TIN:

TY 2020 OtherLiabilitiesSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Description	Beginning of Year - Book Value	End of Year - Book Value
DUE TO AFFILIATES	99,671	11,051

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	82,254	82,254	82,254	0
CONSULTANTS	59,016	0	0	48,747

- TIN:

TY 2020 TaxesSchedule

Name:

MASON WRIGHT FOUNDATION INC

EIN:

04-2105936

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
REAL ESTATE TAXES	3,642	0	0	3,642
FOREIGN TAXES PAID	1,606	1,606	1,606	0