Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,173,883J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 40,843
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 167,442 167,442 167,442
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,608,758
b Gross sales price for all assets on line 6a 10,253,472
7 Capital gain net income (from Part IV, line 2)... 2,608,758
8 Net short-term capital gain......... 177,860
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)....... Click to see attachment 671,363 0 671,363
12 Total. Add lines 1 through 11........ 3,488,406 2,776,200 1,016,665
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 225,714 0 0 225,714
14 Other employee salaries and wages...... 792,998 0 642,843 94,637
15 Pension plans, employee benefits....... 158,598 0 0 157,359
16a Legal fees (attach schedule)......... Click to see attachment 46,132 0 0 61,591
b Accounting fees (attach schedule)....... Click to see attachment 74,728 0 0 74,039
c Other professional fees (attach schedule).... Click to see attachment 131,973 100,111 100,111 52,284
17 Interest............... 7,624 0 0 19,130
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,259 2,489 2,489 770
19 Depreciation (attach schedule) and depletion... 25,514 0 25,514
20 Occupancy.............. 2,430 0 0 2,012
21 Travel, conferences, and meetings....... 4,343 0 0 4,343
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 154,236 113 3,119 123,695
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,627,549 102,713 774,076 815,574
25 Contributions, gifts, grants paid....... 143,430 143,430
26 Total expenses and disbursements. Add lines 24 and 25 1,770,979 102,713 774,076 959,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,717,427
b Net investment income (if negative, enter -0-) 2,673,487
c Adjusted net income (if negative, enter -0-)... 242,589
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,052 36,542 36,542
2 Savings and temporary cash investments......... 542,150 818,229 818,229
3 Accounts receivable bullet49,224
Less: allowance for doubtful accounts bullet   16,802 49,224 49,224
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet66,328
Less: allowance for doubtful accounts bullet0 71,896 66,328 66,328
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 30,862 16,917 16,917
10a Investments—U.S. and state government obligations (attach schedule) 1,095,925 Click to see attachment1,903,171 1,903,171
b Investments—corporate stock (attach schedule)....... 10,724,316 Click to see attachment11,019,490 11,019,490
c Investments—corporate bonds (attach schedule)....... 2,471,402 Click to see attachment2,340,952 2,340,952
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet273,926
Less: accumulated depreciation (attach schedule) bullet42,321 241,109 Click to see attachment231,605 231,605
15 Other assets (describe bullet) Click to see attachment1,523,606 Click to see attachment1,691,425 Click to see attachment1,691,425
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,734,120 18,173,883 18,173,883
Liabilities 17 Accounts payable and accrued expenses.......... 76,486 100,440
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 579,697 466,431
22 Other liabilities (describe bullet) Click to see attachment11,051 Click to see attachment290,770
23 Total liabilities (add lines 17 through 22)......... 667,234 857,641
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 14,981,588 16,142,202
25 Net assets with donor restrictions............ 1,085,298 1,174,040
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 16,066,886 17,316,242
30 Total liabilities and net assets/fund balances (see instructions). 16,734,120 18,173,883
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
16,066,886
2
Enter amount from Part I, line 27a .....................
2
1,717,427
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
371,242
4
Add lines 1, 2, and 3 ..........................
4
18,155,555
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
839,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,316,242
Form 990-PF (2021)
Form 990-PF (2021)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 699,445   528,818 170,627
b 9,436,033   7,115,896 2,320,137
c 117,994     117,994
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       170,627
b       2,320,137
c       117,994
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,608,758
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 ................... 		Bracket 3 177,860
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1997-10-22(attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
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.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
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
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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 changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    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 .
    8b
    Yes
     
    9
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    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 .............
    11
     
    No
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MASONWRIGHT. ORG
    14
    The books are in care ofbulletALAN POPP MS Telephone no.bullet (413) 733-1517

    Located atbullet74 WALNUT STREETSPRINGFIELDMA ZIP+4bullet01105
    15
    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
    15
     
    16 At any time during calendar year 2021, 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 VI-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
    No
    1a
    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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    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 ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    No
    2
    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)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    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 ........
    5b
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    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? .........................
    8
     
    No
    Part VII
    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     		225,714 29,946 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    JOHN MORSE CHAIR
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    PAUL MARCHESE VICE CHAIR
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    ALLISON EBNER SECRETARY
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    JEFF SATTLER TREASURER
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    SR EILEEN SULLIVAN TRUSTEE
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    SUSAN MCCOY ESQ TRUSTEE
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    KATHI DONAHUE TRUSTEE
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    PAT GRENIER TRUSTEE
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    SABRINA WOODGETT TRUSTEE - LEFT OCT 2021
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    MARY BETH DOWD TRUSTEE - LEFT APR 2021
    1.00     		0 0 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    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     		117,772 13,705 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    WILLIAM HAWKINS CFO
    40.00     		105,255 7,915 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    SUZANNE LAPORTE CORPORATE HR DIRECTO
    40.00     		87,530 19,274 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    LAURA SCHMIEDING ACCOUNTING MANAGER
    40.00     		52,177 26,506 0
    74 WALNUT STREET
    SPRINGFIELD,MA01105
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    PEOPLE'S UNITED WEALTH MANAGEMENT INVESTMENT MANAGEMENT 99,503
    ONE MONARCH PLACE-10TH FL
    SPRINGFIELD,MA01144
    CLIFTONLARSONALLEN LLP AUDIT/TAX PREPARATION 89,861
    PO BOX 829709
    PHILADELPHIA,PA191829709
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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. 1,524,836
    2  
    3  
    4  
    Part VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,611,898
    b
    Average of monthly cash balances.......................
    1b
    24,023
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,635,921
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    15,635,921
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    234,539
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,401,382
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    770,069
    Part X
    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.)
    1
    Minimum investment return from Part IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, 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 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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 section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
    242,589 221,522 234,760 211,838 910,709
    b 85% (0.85) of line 2a ......... 206,201 188,294 199,546 180,062 774,103
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		959,004 983,099 766,064 556,678 3,264,845
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		143,430 257,806 143,644 0 544,880
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		815,574 725,293 622,420 556,678 2,719,965
    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 IX, line 6 for each year listed ..     		513,379 434,227 413,999 395,419 1,757,024
    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 XIV
    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
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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)
    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. 143,430
    Total .................................bullet 3a 143,430
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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
    a
    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 ....          
    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 2,608,758  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		        3,006
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,776,200 671,363
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,447,563
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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? ...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 74,728 0 0 74,039

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA 2/13/2031 120,306 120,306
    BP CAP MARKETS AMERICA 3.633% 4/06/2030 110,333 110,333
    CITIGROUP 4.412% 3/31/2031 114,206 114,206
    COMCAST CORP 1.950% 1/15/2031 117,575 117,575
    EXXON MOBIL CORP 3.482% 3/19/2030 109,496 109,496
    GOLDMAN SACHS 3.800% 3/15/2030 110,082 110,082
    JPMORGAN CHASE & CO 2.956% 5/13/2031 113,891 113,891
    MORGAN STANLEY 3.622% 4/01/2031 119,866 119,866
    ORACLE CORP 2.950% 4/01/2030 121,364 121,364
    PFIZER 1.700% 05/28/2030 117,546 117,546
    PIMCO HIGH YIELD INSTL #108 322,443 322,443
    SHELL INTL FIN 2.750% 4/06/2030 104,450 104,450
    VANGUARD GNMA ADMIRAL #536 640,029 640,029
    WALT DISNEY 2.000% 9/01/2029 119,365 119,365

    TY 2021 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 43,444 43,444
    ABBOTT LABS 24,067 24,067
    ABBVIE INC 40,755 40,755
    ACADIA HEALTHCARE COMPANY INC 53,052 53,052
    ACCENTURE PLC IRELAND CLASS A 42,284 42,284
    ADOBE INC 56,139 56,139
    ADVANCED AUTO PTS INC 10,075 10,075
    AENA SME SA-ADR 8,934 8,934
    AIA GROUP LTD ADR 8,106 8,106
    AIR LIQUIDE ADR 8,125 8,125
    AIRBUS SE ADR 11,723 11,723
    AKAMAI TECHNOLOGIES INC 7,959 7,959
    ALCON INC 6,708 6,708
    ALIBABA GROUP HLDG LTD SPONSORED ADR 4,989 4,989
    ALPHABET INC CL A 86,911 86,911
    AMADEUS IT GROUP 13,768 13,768
    AMAZON COM INC 106,699 106,699
    AMERICAN CAMPUS CMNTYS INC REIT 27,213 27,213
    AMERICAN INTL GROUP INC 36,845 36,845
    AMERICAN WTR WKS CO INC NEW 31,728 31,728
    AMERIPRISE FINL INC 84,766 84,766
    AMGEN INC 54,668 54,668
    ANHEUSER BUSCH INBEV SA/NV ADR 1,998 1,998
    AON PLC 32,460 32,460
    APPLE INC 193,374 193,374
    APTARGROUP INC 29,273 29,273
    APTIV PLC 8,742 8,742
    ARTISAN PARTNERS ASSET MGMT INC 12,101 12,101
    ASML HOLDING NV NY REG SHS 13,534 13,534
    ASTRAZENECA PLC SPONSORED ADR 17,708 17,708
    ATLANTIC UNION BANKSHARES CORP 29,273 29,273
    ATLAS CORP 24,957 24,957
    ATLASSIAN CORP PLC 13,345 13,345
    AVERY DENNISON CORP 68,220 68,220
    AZENTA INC 24,849 24,849
    B A E SYSTEMS PLC ADR 13,345 13,345
    BANCO SANTANDER S A ADR 8,347 8,347
    BANK OF AMERICA CORP 84,442 84,442
    BERKSHIRE HATHAWAY INC DEL CL B 26,013 26,013
    BEST BUY CO 51,918 51,918
    BIOMARIN PHARMACEUTICAL INC 4,241 4,241
    BIO-RAD LABORATORIES INC 64,223 64,223
    BJ'S WHOLESALE CLUB HOLDINGS INC 76,547 76,547
    BOOZ ALLEN HAMILTON HOLDINGS 26,454 26,454
    BORG WARNER INC 18,704 18,704
    BRIGHT HORIZONS FAMILY SOLUTIONS INC 19,008 19,008
    BURLINGTON STORES INC 30,317 30,317
    C V S HEALTH CORP 46,525 46,525
    CAPGEMINI SE ADR 13,626 13,626
    CARDINAL HEALTH INC 26,981 26,981
    CARLSBERG A/S -B- SPON ADR 9,188 9,188
    CARTER'S INC 22,673 22,673
    CATALENT INC 58,382 58,382
    CAVCO INDUSTRIES INC 44,789 44,789
    CELANESE CORP DEL SER A 62,350 62,350
    CERENCE INC 32,802 32,802
    CHEMED CORP 11,639 11,639
    CHEVRON CORP 60,083 60,083
    CHUBB LTD 29,383 29,383
    CISCO SYSTEMS INC 67,996 67,996
    CITIGROUP INC 47,044 47,044
    CME GROUP INC 17,820 17,820
    CMS ENERGY CORP. 34,411 34,411
    COCA COLA CO 45,059 45,059
    COGNEX CORP 32,037 32,037
    COMCAST CORP NEW CL A 61,906 61,906
    COMFORT SYSTEMS 34,035 34,035
    COMPAGNIE DE SAINT-GOBAIN ADR 10,413 10,413
    COMPASS GROUP 13,015 13,015
    CONOCOPHILLIPS 86,616 86,616
    CORNING INC 14,334 14,334
    COSTCO WHSL CORP NEW 48,822 48,822
    CUMMINS INC 34,248 34,248
    DANAHER CORP 26,650 26,650
    DANONE SA ADR 6,916 6,916
    DARDEN RESTAURANTS INC 10,093 10,093
    DBS GROUP HLDGS ADR 9,690 9,690
    DEUTSCHE POST AG SPONSORED ADR 10,866 10,866
    DEVON ENERGY CORPORATION NEW 29,161 29,161
    DIAMONDBACK ENERGY INC 60,180 60,180
    DISNEY (WALT) COMPANY HOLDING CO 8,674 8,674
    DOLLAR GENERAL CORP 23,111 23,111
    DORMAN PRODUCTS INC 36,954 36,954
    DOVER CORP 34,686 34,686
    EAGLE MATERIALS INC 46,942 46,942
    EASTERLY GOVERNMENT PPTYS INC REIT 29,658 29,658
    EATON CORP PLC 9,159 9,159
    ECOLAB INC 7,038 7,038
    EDWARDS LIFESCIENCES CORP 35,626 35,626
    EISAI CO LTD 6,976 6,976
    ELECTRONIC ARTS INC 19,389 19,389
    ELEMENT SOLUTIONS INC 46,448 46,448
    ENEL SPA ADR 7,981 7,981
    ENTAIN PLC 15,911 15,911
    ENTEGRIS INC 47,672 47,672
    EQUINOR ASA ADR 25,724 25,724
    EQUINOX INC REIT 10,150 10,150
    EXPEDITORS INTL WASH INC 26,455 26,455
    EXPONENT INC 42,957 42,957
    FACEBOOK INC A 76,688 76,688
    FANUC CORP ADR 10,755 10,755
    FASTENAL CO 76,360 76,360
    FEDERAL SIGNAL CORP 43,123 43,123
    FIDELITY NATL INFORMATION SVCS INC 6,876 6,876
    FIRST AMERICAN FINANCIAL CORP 22,061 22,061
    FIVE BELOW INC 37,861 37,861
    FRESENIUS MEDICAL CARE ADR 7,920 7,920
    GALLAGHER ARTHUR J & CO COM 51,071 51,071
    GARTNER GROUP INC 58,172 58,172
    GATES INDUSTRIAL CORP 45,582 45,582
    GENTHERM INC 29,894 29,894
    GENUINE PARTS CO 18,366 18,366
    GIBRALTAR INDUSTRIES INC 37,808 37,808
    GLACIER BANCORP INC 24,948 24,948
    GLOBUS MEDICAL INC 29,097 29,097
    GRAINGER W W INC 11,920 11,920
    GRAND CANYON EDUCATION INC 13,028 13,028
    HEXCEL CORP NEW 25,382 25,382
    HITACHI LIMITED ADR 10 COM 9,305 9,305
    HOME DEPOT INC 131,558 131,558
    HONEYWELL INTL INC 74,438 74,438
    HORIZON THERAPEUTICS PLC 58,190 58,190
    HUBSPOT INC 63,938 63,938
    HUDSON PACIFIC PROPERTIES INC REIT 22,363 22,363
    IDACORP INC 35,466 35,466
    IDEXX LABS INC 22,388 22,388
    IHS MARKIT LTD 14,488 14,488
    ILLINOIS TOOL WORKS 76,014 76,014
    INGERSOLL RAND INC 60,756 60,756
    INGREDION INC 47,933 47,933
    INTEGER HOLDINGS CORP 22,082 22,082
    INTEL CORP 27,861 27,861
    INTERNATIONAL BUSINESS MACHINES 20,316 20,316
    INTERNATIONAL PAPER CO 26,027 26,027
    INTL FLAVORS & FRAGRANCES 17,626 17,626
    INTUIT INC 28,945 28,945
    INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038 1,082,534 1,082,534
    ISHARES BIOTECHNOLOGY ETF 27,166 27,166
    ITAU UNIBANCO ADR 6,817 6,817
    JAZZ PHARMACEUTICALS PLC 23,442 23,442
    JOHNSON & JOHNSON INC 64,836 64,836
    JPMORGAN CHASE & CO 116,071 116,071
    JULIUS BAER GROUP LTD ADR 8,809 8,809
    KBC GROUP NV ADR 10,684 10,684
    KEMPER CORP 18,578 18,578
    KINDER MORGAN INC 15,067 15,067
    KINSALE CAPITAL GROUP INC 29,974 29,974
    KONINKLIJKE PHILIPS ELECTRS SPONS ADR NEW 7,333 7,333
    KONTOOR BRANDS INC 24,907 24,907
    KRAFT HEINZ CO 20,463 20,463
    KYNDRYL HOLDINGS INC 543 543
    L A M RESH CORP 20,855 20,855
    LAMAR ADVERTISING CO CLASS A REIT 69,869 69,869
    LANCASTER COLONY CORP 27,986 27,986
    LAUDER ESTEE COS INC CL A 34,058 34,058
    LEAR CORP 17,197 17,197
    LILLY ELI & CO 52,758 52,758
    LITHIA MOTORS INC CLASS A 43,949 43,949
    LONDON STOCK EXCHANGE GROUP PLC ADR 10,137 10,137
    MANHATTAN ASSOC 44,159 44,159
    MANPOWERGROUP INC 12,264 12,264
    MARSH & MCLENNAN COS INC 21,554 21,554
    MCDONALDS CORP 41,283 41,283
    MCKESSON CORPORATION 31,071 31,071
    MEDTRONIC PLC 46,139 46,139
    MERCK & CO INC NEW 60,929 60,929
    MERCK KGAA ADR 18,277 18,277
    METLIFE INC 24,684 24,684
    MICROSOFT CORP 193,384 193,384
    MOLINA HEALTHCARE INC 42,305 42,305
    MONSTER BEVERAGE CORP 7,875 7,875
    MORGAN STANLEY CO 50,062 50,062
    MSCI INC 33,085 33,085
    MURATA MANUFACTURING CO ADR 7,495 7,495
    NASDAQ INC 29,191 29,191
    NETAPP INC 32,380 32,380
    NETFLIX COM INC 9,639 9,639
    NEUROCRINE BIOSCIENCES INC 25,721 25,721
    NEWMONT CORP 22,079 22,079
    NEXTERA ENERGY INC 40,798 40,798
    NIKE INC CL B 29,001 29,001
    NORDEA BANK ABP ADR 10,720 10,720
    NORDSON CORP 50,033 50,033
    NORDSTROM 15,427 15,427
    NORTHERN TRUST CORP 11,483 11,483
    NUCOR CORP 37,213 37,213
    NUTRIEN LTD 39,781 39,781
    NVIDIA CORP 64,116 64,116
    NXP SEMICONDUCTORS N V 9,567 9,567
    O REILLY AUTOMOTIVE INC NEW 26,837 26,837
    OGE ENERGY CORP 12,128 12,128
    ONEOK INC NEW 57,291 57,291
    ORION OFFICE REIT INC 672 672
    PALO ALTO NETWORKS INC 16,703 16,703
    PARKER-HANNIFIN CORP 8,589 8,589
    PAYLOCITY HLDG 36,605 36,605
    PAYPAL HOLDINGS INC 21,310 21,310
    PEPSICO INC 15,634 15,634
    PERFORMANCE FOOD GROUP CO 24,826 24,826
    PERNOD RICARD ADR 16,211 16,211
    PHILLIPS 66 14,420 14,420
    PHYSICIAN REIT 27,906 27,906
    PINNACLE FINANCIAL PARTNERS INC 52,238 52,238
    PIPER SANDLER 46,234 46,234
    PNC FINANCIAL SERVICES GROUP 41,909 41,909
    POLARIS INC 37,259 37,259
    PORTLAND GEN ELEC CO 27,889 27,889
    POWER INTEGRATIONS INC 10,868 10,868
    PRINCIPAL REAL EST SECT 222,191 222,191
    PROCTER & GAMBLE CO 49,238 49,238
    PROGRESSIVE CORP 21,659 21,659
    PROSPERITY BANCSHARES INC 18,870 18,870
    PUBLIC STORAGE INC REIT 34,834 34,834
    QORVO INC 25,804 25,804
    QUAKER HOUGHTON 36,232 36,232
    QUALCOMM INC 17,556 17,556
    RAPID7 INC 56,491 56,491
    RAYTHEON TECHNOLOGIES CORP 34,166 34,166
    RBC BEARINGS INC 45,645 45,645
    REALTY INCOME CORP REIT 25,772 25,772
    RECKITT BENCKISER-SPON ADR 14,019 14,019
    RIO TINTO PLC SPON ADR 24,634 24,634
    RITCHIE BROS AUCTIONEERS 28,218 28,218
    ROCHE HLDG LTD SPON ADR 13,678 13,678
    RPM INTERNATIONAL INC 36,865 36,865
    SALESFORCE COM INC 17,535 17,535
    SAP SE ADR 15,272 15,272
    SCHNEIDER NATIONAL INC CL B 16,765 16,765
    SEA LTD ADR 4,922 4,922
    SIEMENS A G SPONSORED ADR 15,627 15,627
    SIGNATURE BK NEW YORK N Y 78,927 78,927
    SILICON LABORATORIES INC 56,353 56,353
    SMITH & NEPHEW P L C SPON ADR NEW 7,028 7,028
    SNAP ON INC 24,553 24,553
    SONY GROUP CORP ADR 17,949 17,949
    SPDR SERIES TRUST KBW REGN BK ETF 27,419 27,419
    SPLUNK INC 6,943 6,943
    STERIS PLC 43,084 43,084
    SUMMIT HOTEL PROPERTIES INC REIT 20,516 20,516
    SUN CMNTYS INC REIT 56,062 56,062
    SYNEOS HEALTH INC 58,938 58,938
    T. ROWE PRICE INTERNATIONAL DISCOVER #436 121,155 121,155
    TAIWAN SEMICONDUCTOR MFG CO ADR 7,940 7,940
    TARGET CORP 53,694 53,694
    TE CONNECTIVITY LTD 13,553 13,553
    TEXAS INSTRUMENTS 93,481 93,481
    TEXAS ROADHOUSE INC 39,372 39,372
    THE INTERNATIONAL EQUITY FUND K 571,357 571,357
    THERMO FISHER SCIENTIFIC INC 66,057 66,057
    TORO CO 43,361 43,361
    TRACTOR SUPPLY CO 11,691 11,691
    TRANE TECHNOLOGIES PLC 33,335 33,335
    TRAVELERS COMPANIES INC 26,280 26,280
    TRUIST FINANCIAL CORP 37,940 37,940
    UBER TECHNOLOGIES INC 9,225 9,225
    UCB SA ADR 12,211 12,211
    ULTA BEAUTY INC 12,783 12,783
    UNION PACIFIC CORP 95,985 95,985
    UNITED PARCEL SVC INC CL B 13,503 13,503
    UNITEDHEALTH GROUP INC 67,789 67,789
    VAIL RESORTS INC 20,002 20,002
    VERIZON COMMUNICATIONS 79,031 79,031
    VIATRIS INC 14,761 14,761
    VICI PROPERTIES INC REIT 21,408 21,408
    VISA INC CLASS A SHARES 62,846 62,846
    VOYA FINANCIAL INC 39,852 39,852
    WALMART INC 9,839 9,839
    WASTE MANAGEMENT INC NEW 37,386 37,386
    WEC ENERGY GROUP INC 31,742 31,742
    WESTERN ALLIANCE BANCORP 63,729 63,729
    WESTROCK CO 8,384 8,384
    WHIRLPOOL CORP 39,423 39,423
    WORKDAY INC 9,288 9,288
    WORLDLINE SA ADR 5,741 5,741
    XP INC 1,178 1,178
    YUM CHINA HOLDINGS INC 6,679 6,679
    ZEBRA TECHNOLOGIES CORP CL A 54,758 54,758
    ZOETIS INC 58,567 58,567
    ZURICH INS GROUP LTD ADR 8,921 8,921

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    US Government Securities - End of Year Book Value:

    1,903,171
    US Government Securities - End of Year Fair Market Value:

    1,903,171
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 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 158,450 21,170 137,280 137,280
    EQUIPMENT 32,706 8,232 24,474 24,474
    LAND 47,536 0 47,536 47,536
    SOFTWARE 35,234 12,919 22,315 22,315


    TY 2021 LegalFeesSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 46,132 0 0 61,591


    TY 2021 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 1,085,298 1,174,040 1,174,040
    DUE FROM AFFILIATES 416,005 517,385 517,385
    CONSTRUCTION IN PROGRESS 22,303 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 839,313


    TY 2021 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
    ADVERTISING, MARKETING, AND BRANDING 6,221 0 0 6,221
    DUES & SUBSCRIPTIONS 5,364 0 0 5,364
    GENERAL LIABILITY INSURANCE 2,393 0 0 1,855
    IT & EQUIPMENT 73,518 0 0 56,873
    MISCELLANEOUS 22,308 0 3,006 8,051
    BANK FEES 113 113 113 0
    OFFICE EXPENSE 11,362 0 0 12,374
    PAYROLL FEES 1,052 0 0 1,052
    PROFESSIONAL TRAINING & CERTIFICATION 1,689 0 0 1,689
    RECRUITMENT EXPENSES 600 0 0 600
    REPAIRS & MAINTENANCE 27,302 0 0 27,302
    RESIDENTS SERVICES 1,464 0 0 1,464
    WORKERS COMPENSATION INSURANCE 850 0 0 850


    TY 2021 OtherIncomeSchedule2
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MANAGEMENT FEES 668,357   668,357
    OTHER INCOME 3,006   3,006


    TY 2021 OtherIncreasesSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Description Amount
    CHANGE IN BENEFICIAL INTERESTS IN THIRD-PARTY TRUSTS 88,742
    EQUITY TRANSFER 282,500


    TY 2021 OtherLiabilitiesSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO AFFILIATES 11,051 290,770


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 100,111 100,111 100,111 0
    CONSULTANTS 14,374 0 0 34,796
    OTHER FEES 17,488 0 0 17,488


    TY 2021 TaxesSchedule
    Name:
    MASON WRIGHT FOUNDATION INC
    EIN:
    04-2105936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,489 2,489 2,489 0
    OTHER TAXES 770 0 0 770