Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,676,532J 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) 10,105
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 367,024 303,829 303,829
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -61,298
b Gross sales price for all assets on line 6a 8,646,945
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
813,054 0 813,054
12 Total. Add lines 1 through 11........ 1,128,885 303,829 1,116,883
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 136,482 0 0 136,482
14 Other employee salaries and wages...... 66,019 0 0 66,019
15 Pension plans, employee benefits....... 19,313 0 0 19,313
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
21,833 0 21,833 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,286 16,322 16,322 48,964
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
113,536 80,975 102,034 11,502
17 Interest............... 9,082 0 0 9,082
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 29,043 0 29,043
20 Occupancy.............. 6,336 0 6,336 0
21 Travel, conferences, and meetings....... 5,471 0 0 5,471
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,252,897 367 941,315 311,582
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,725,298 97,664 1,116,883 608,415
25 Contributions, gifts, grants paid....... 581,192 581,192
26 Total expenses and disbursements. Add lines 24 and 25 2,306,490 97,664 1,116,883 1,189,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,177,605
b Net investment income (if negative, enter -0-) 206,165
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 45,045 41,665 41,665
2 Savings and temporary cash investments......... 940,729 970,200 970,200
3 Accounts receivable right arrow9,693
Less: allowance for doubtful accounts right arrow   46,285 9,693 9,693
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow54,501
Less: allowance for doubtful accounts right arrow0 60,532 54,501 54,501
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 31,644 40,290 40,290
10a Investments—U.S. and state government obligations (attach schedule) 1,478,032 Click to see attachment
List of Attached Documents:
// Content
3,239,471 		3,239,471
b Investments—corporate stock (attach schedule)....... 8,024,285 Click to see attachment
List of Attached Documents:
// Content
9,111,768 		9,111,768
c Investments—corporate bonds (attach schedule)....... 2,649,027 Click to see attachment
List of Attached Documents:
// Content
1,246,884 		1,246,884
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 440,254 Click to see attachment
List of Attached Documents:
// Content
703,600 		703,600
14 Land, buildings, and equipment: basis right arrow288,267
Less: accumulated depreciation (attach schedule) right arrow99,536 209,333 Click to see attachment
List of Attached Documents:
// Content
188,731 		188,731
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,229,220 		Click to see attachment
List of Attached Documents:
// Content
4,069,729 		Click to see attachment
List of Attached Documents:
// Content
4,069,729
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,154,386 19,676,532 19,676,532
Liabilities 17 Accounts payable and accrued expenses.......... 124,332 132,572
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 347,751 223,218
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
8,422 		Click to see attachment
List of Attached Documents:
// Content
13,122
23 Total liabilities (add lines 17 through 22)......... 480,505 368,912
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,767,691 18,298,348
25 Net assets with donor restrictions............ 906,190 1,009,272
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 14,673,881 19,307,620
30 Total liabilities and net assets/fund balances (see instructions). 15,154,386 19,676,532
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
14,673,881
2
Enter amount from Part I, line 27a .....................
2
-1,177,605
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,811,344
4
Add lines 1, 2, and 3 ..........................
4
19,307,620
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,307,620
Form 990-PF (2023)
Form 990-PF (2023)
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 2,036,544   2,047,372 -10,828
b 1,185,662   1,249,979 -64,317
c 14,765     14,765
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       -10,828
b       -64,317
c       14,765
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 -60,380
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 -10,828
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 right arrow 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) 1 N/A
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 2023 estimated tax payments and 2022 overpayment credited to 2023 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.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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 changes....
3
 
No
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2023 or the taxable year beginning in 2023? 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
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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 addressright arrowWWW.MASONWRIGHT.ORG
14
The books are in care ofright arrowWILLIAM HAWKINS Telephone no.right arrow (413) 733-1517

Located atright arrow74 WALNUT STREETSPRINGFIELDMA ZIP+4right arrow01105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
25.00 		136,482 0 14,043
74 WALNUT STREET
SPRINGFIELD,MA01105
JOHN MORSE CHAIR
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
ALLISON EBNER VICE PRESIDENT
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
JEFF SATTLER TREASURER
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
SUSAN MCCOY ESQ SECRETARY
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
KATHI DONAHUE TRUSTEE
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
CARLTON PICKRON TRUSTEE
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
PAUL MARCHESE TRUSTEE - AS OF 6/2023
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
EMILY LEONCZYK TRUSTEE - AS OF 6/2023
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
PAT GRENIER TRUSTEE - UNTIL 6/2023
1.00 		0 0 0
74 WALNUT STREET
SPRINGFIELD,MA01105
CHERYL STANLEY TRUSTEE - UNTIL 6/2023
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
WILLIAM HAWKINS CHIEF FINANCIAL OFFI
12.00 		53,773 2,190 3,080
74 WALNUT STREET
SPRINGFIELD,MA01105
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
CLIFTONLARSONALLEN LLP AUDIT/TAX PREPARATION 71,020
PO BOX 829709
PHILADELPHIA,PA191829709
WILMINGTON TRUST INVESTMENT MANAGEMENT 69,049
ONE POST OFFICE SQUARE 32ND FLOOR
BOSTON,MA02109
Total number of others receiving over $50,000 for professional services.............right arrow0
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. 1,579,037
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
14,239,362
b
Average of monthly cash balances.......................
1b
46,559
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,285,921
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
14,285,921
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
214,289
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,071,632
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
703,582
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 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (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
1,189,607
b
Program-related investments—total from Part VIII-B..................
1b
0
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
1,189,607
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
0 353,729 242,589 221,522 817,840
b 85% (0.85) of line 2a ......... 0 300,670 206,201 188,294 695,164
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,189,607 1,432,882 959,004 983,099 4,564,592
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		581,192 559,343 143,430 257,806 1,541,771
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		608,415 873,539 815,574 725,293 3,022,821
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 .. 		469,055 468,412 513,379 434,227 1,885,073
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 right arrow
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 (2023)
Form 990-PF (2023)
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 INC

74 WALNUT STREET
SPRINGFIELD,MA01105 		  PC THE ORGANIZATION PROVIDED FUNDING TO A RELATED ASSISTED LIVING FACILITY FOR OPERATIONS. 504,836

BRIGHT FUTURES EARLY LEARNING CENTER INC

74 WALNUT STREET
SPRINGFIELD,MA01105 		  PC GENERAL UNRESTRICTED SUPPORT 15,152

COLONY CARE SENIOR LIVING INC

74 WALNUT STREET
SPRINGFIELD,MA01105 		  PC GENERAL UNRESTRICTED SUPPORT 61,204
Total .................................right arrow 3a 581,192
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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
aMANAGEMENT FEES         812,228
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 ....     14 367,024  
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 -60,380  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 826  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 307,470 812,228
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,119,698
(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.
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
MASON WRIGHT FOUNDATION INC
 
Employer identification number

04-2105936
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MASON WRIGHT FOUNDATION INC
  		Employer identification number
04-2105936
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WILMINGTON TRUST
 
1100 NORTH MARKET ST
 
WILMINGTON, DE198900001

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MASON WRIGHT FOUNDATION INC
  		Employer identification number

04-2105936
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MASON WRIGHT FOUNDATION INC
  		Employer identification number

04-2105936
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 65,286 16,322 16,322 48,964

TY 2023 InvestmentsCorpBondsSchedule
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Name of Bond End of Year Book Value End of Year Fair Market Value
COMCAST CORP 1.950% 1/15/31 101,284 101,284
CITIGROUP INC V-S 4.412% 3/31/31 95,645 95,645
ORACLE CORP 2.950% 4/01/30 108,306 108,306
EXXON MOBIL CORP 3.482% 3/19/30 95,067 95,067
GOLDMAN SACHS GP 3.800% 3/15/30 93,957 93,957
JPMORGAN CHASE V-Q 2.956% 5/13/31 96,665 96,665
MERCK & CO INC 4.050% 5/17/28 9,956 9,956
PFIZER INC 1.700% 5/28/30 102,182 102,182
BP CAP MARKETS AMERICA DTD 4/6/2020 95,760 95,760
MORGAN STANLEY 3.622% 4/01/2031 101,335 101,335
ROYAL BK CA MTN CONV 5.200% 8/01/28 45,865 45,865
WALT DISNEY 2.000% 9/01/2029 106,474 106,474
BANK OF AMERICA 2/13/2031 103,046 103,046
SHELL INTERNATIONAL 2.750% 4/06/30 91,342 91,342

TY 2023 InvestmentsCorpStockSchedule
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC. 34,402 34,402
NIKE, INC. 61,558 61,558
NORTHERN TRUST CORPORATION 17,550 17,550
NUTRIEN LTD. 20,390 20,390
NVIDIA CORPORATION 275,341 275,341
NXP SEMICONDUCTORS NV 22,048 22,048
OGE ENERGY CORP. 14,950 14,950
O'REILLY AUTOMOTIVE, INC. 32,303 32,303
PACKAGING CORPORATION OF AMERICA 17,268 17,268
PALO ALTO NETWORKS, INC. 98,490 98,490
PARKER-HANNIFIN CORPORATION 63,116 63,116
PAYPAL HOLDINGS, INC. 26,959 26,959
PEPSICO, INC. 14,097 14,097
PHILLIPS 66 39,942 39,942
NEXTERA ENERGY, INC. 23,020 23,020
NEWMONT CORPORATION 25,372 25,372
NETFLIX, INC. 87,638 87,638
NETAPP, INC. 45,755 45,755
LAMAR ADVERTISING COMPANY 26,464 26,464
LEAR CORPORATION 26,124 26,124
MARRIOTT INTERNATIONAL, INC. 32,924 32,924
MARSH & MCLENNAN COMPANIES, INC. 56,462 56,462
MCKESSON CORPORATION 37,964 37,964
MEDTRONIC PUBLIC LIMITED COMPANY 20,677 20,677
PROSPERITY BANCSHARES, INC. 31,359 31,359
MERCK & CO., INC. 93,975 93,975
METLIFE, INC. 40,339 40,339
METTLER-TOLEDO INTERNATIONAL INC. 16,981 16,981
MOLSON COORS BEVERAGE COMPANY 25,341 25,341
MONSTER BEVERAGE CORPORATION 58,417 58,417
MSCI INC. 19,798 19,798
NATIONAL FUEL GAS COMPANY 15,653 15,653
META PLATFORMS, INC. 98,755 98,755
RADIAN GROUP INC. 31,319 31,319
REALTY INCOME CORPORATION 22,509 22,509
RIO TINTO PLC 50,633 50,633
VERALTO CORPORATION 2,221 2,221
RAYTHEON TECHNOLOGIES CORP 82,205 82,205
ZOETIS INC. 105,396 105,396
WORKDAY, INC. 36,440 36,440
WELLS FARGO & COMPANY 63,395 63,395
W.W. GRAINGER, INC. 72,096 72,096
VISA INC. 174,435 174,435
VICI PROPERTIES INC. 28,405 28,405
VERIZON COMMUNICATIONS INC. 24,053 24,053
UNITY SOFTWARE INC 5,438 5,438
UNITEDHEALTH GROUP INCORPORATED 141,094 141,094
UNITED PARCEL SERVICE, INC. 41,037 41,037
UNION PACIFIC CORPORATION 52,071 52,071
UBER TECHNOLOGIES, INC. 55,475 55,475
TRACTOR SUPPLY COMPANY 19,353 19,353
THERMO FISHER SCIENTIFIC INC. 74,841 74,841
SHERWIN-WILLIAMS COMPANY 39,299 39,299
S&P GLOBAL INC. 59,911 59,911
SALESFORCE, INC. 79,205 79,205
SEA LIMITED 9,842 9,842
SNAP-ON INCORPORATED 28,884 28,884
SPLUNK INC. 43,115 43,115
STRYKER CORPORATION 44,021 44,021
KONTOOR BRANDS, INC. 56,553 56,553
TE CONNECTIVITY LTD 16,720 16,720
TEXAS INSTRUMENTS INCORPORATED 47,558 47,558
ESTEE LAUDER COMPANIES INC. 33,491 33,491
HOME DEPOT, INC. 33,615 33,615
KRAFT HEINZ COMPANY 35,982 35,982
PNC FINANCIAL SERVICES GROUP, INC. 24,931 24,931
PROGRESSIVE CORPORATION 33,608 33,608
TESLA, INC. 10,436 10,436
KONINKLIJKE PHILIPS NV 38,028 38,028
MICROSOFT CORPORATION 337,308 337,308
KEYSIGHT TECHNOLOGIES, INC. 19,727 19,727
AVERY DENNISON CORPORATION 20,822 20,822
BAILLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K 374,813 374,813
BERKSHIRE HATHAWAY INC., 44,939 44,939
KINDER MORGAN, INC. 28,224 28,224
CARDINAL HEALTH, INC. 41,530 41,530
ATLASSIAN CORPORATION 33,063 33,063
CDW CORPORATION 26,369 26,369
CHEVRON CORPORATION 20,435 20,435
CHUBB LTD 49,268 49,268
CINTAS CORPORATION 32,544 32,544
CISCO SYSTEMS, INC. 27,685 27,685
CITIGROUP INC. 38,117 38,117
CME GROUP INC. 24,851 24,851
CF INDUSTRIES HOLDINGS, INC. 12,720 12,720
ASTRAZENECA PLC 16,568 16,568
ACCENTURE PUBLIC LIMITED COMPANY 35,793 35,793
ADOBE INC. 92,473 92,473
ADVANCE AUTO PARTS, INC. 9,765 9,765
ALCON INC. 42,654 42,654
ALPHABET INC. 49,031 49,031
AMAZON.COM, INC. 195,547 195,547
AMERICAN INTERNATIONAL GROUP, INC. 60,569 60,569
AMERIPRISE FINANCIAL, INC. 22,410 22,410
AMGEN INC. 30,530 30,530
AON PLC 18,916 18,916
APPLE INC. 223,912 223,912
APPLIED MATERIALS, INC. 24,473 24,473
APTIV PLC 21,443 21,443
ARCHER-DANIELS-MIDLAND COMPANY. 19,716 19,716
ASML HOLDING NV 52,227 52,227
COMCAST CORPORATION 40,430 40,430
CONOCOPHILLIPS 84,499 84,499
BROADCOM INC. 44,650 44,650
ISHARES:CORE MSCI EMMKTS 169,443 169,443
ISHARES:RUSS 1000 VL ETF 214,825 214,825
ISHARES:RUSS 2000 ETF 557,572 557,572
JOHNSON & JOHNSON 18,182 18,182
ISHARES:RUSS 1000 GR ETF 338,035 338,035
ISHARES:RUSS 1000 ETF 815,629 815,629
ISHARES:MSCI EAFE ETF 822,822 822,822
CORNING INCORPORATED 11,723 11,723
INTUITIVE SURGICAL, INC. 44,532 44,532
INTUIT INC. 28,126 28,126
INTERNATIONAL FLAVORS & FRAGRANCES INC. 19,919 19,919
INTERNATIONAL BUSINESS MACHINES CORPORATION 56,098 56,098
INTEL CORPORATION 24,020 24,020
ILLINOIS TOOL WORKS INC. 18,598 18,598
HALLIBURTON COMPANY 21,329 21,329
GENUINE PARTS COMPANY 23,684 23,684
INGREDION INCORPORATED 37,443 37,443
DOVER CORPORATION 17,688 17,688
DOLLAR GENERAL CORPORATION 13,323 13,323
FREEPORT-MCMORAN INC. 20,732 20,732
EATON CORPORATION PUBLIC LIMITED COMPANY 68,875 68,875
ELECTRONIC ARTS INC. 20,111 20,111
EOG RESOURCES, INC. 24,190 24,190
DARDEN RESTAURANTS, INC. 40,254 40,254
EQUINIX, INC. 38,659 38,659
EQUINOR ASA 22,971 22,971
COSTCO WHOLESALE CORPORATION 52,806 52,806
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC 25,058 25,058
FASTENAL COMPANY 28,240 28,240
DANAHER CORPORATION 18,739 18,739
DEXCOM, INC. 41,074 41,074

TY 2023 InvestmentsGovtObligationsSch
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
US Government Securities - End of Year Book Value:

3,239,471
US Government Securities - End of Year Fair Market Value:

3,239,471
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VIRTUS KAR SMALL-CAP GROWTH I AT COST 277,983 277,983
ISHARES:GLOBAL REIT ETF AT COST 228,017 228,017
VANGUARD COMMODITY STRATEGY FUND AT COST 197,600 197,600

TY 2023 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 166,891 42,578 124,313 124,313
EQUIPMENT 32,706 20,846 11,860 11,860
LAND 47,536 0 47,536 47,536
SOFTWARE 41,134 36,112 5,022 5,022


TY 2023 LegalFeesSchedule
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 21,833 0 21,833 0


TY 2023 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 906,190 1,009,272 1,009,272
DUE FROM AFFILIATES 323,030 183,986 183,986
INVESTMENT IN SUBSIDIARIES 0 2,876,471 2,876,471


TY 2023 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 11,349 0 0 11,349
DUES & SUBSCRIPTIONS 3,641 0 0 3,641
GENERAL LIABILITY INSURANCE 3,006 0 3,006 0
IT & EQUIPMENT 65,741 0 65,741 0
MISCELLANEOUS 809 0 809 0
BANK FEES 367 367 367 0
OFFICE EXPENSE 8,403 0 0 8,403
PAYROLL FEES 1,320 0 0 1,320
PROFESSIONAL TRAINING & CERTIFICATION 5,124 0 0 5,124
RECRUITMENT EXPENSES 790 0 0 790
REPAIRS & MAINTENANCE 44,261 0 0 44,261
RESIDENTS SERVICES 14,678 0 0 14,678
WORKERS COMPENSATION INSURANCE 1,100 0 0 1,100
SALARIES & BENEFITS FOR RELATED ORGANIZATIONS 1,092,308 0 871,392 220,916


TY 2023 OtherIncomeSchedule2
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MANAGEMENT FEES 812,228   812,228
OTHER INCOME 826   826


TY 2023 OtherIncreasesSchedule
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Description Amount
CHANGE IN BENEFICIAL INTERESTS IN THIRD-PARTY TRUSTS 103,082
EQUITY TRANSFER FROM RELATED ORGANIZATIONS 927,548
UNREALIZED GAIN ON INVESTMENTS 1,904,244
PRIOR PERIOD ADJUSTMENT TO PRESENT INVESTMENTS IN SUBSIDIARIES 2,820,647
CHANGE IN INVESTMENT IN SUBSIDIARIES 55,823


TY 2023 OtherLiabilitiesSchedule
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Description Beginning of Year - Book Value End of Year - Book Value
DUE TO AFFILIATES 8,422 13,122


TY 2023 OtherProfessionalFeesSchedule
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 80,975 80,975 80,975 0
CONSULTANTS 21,059 0 21,059 0
OTHER FEES 11,502 0 0 11,502


TY 2023 TransfersFrmControlledEntities
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Name US /
Foreign Address		 EIN Description Amount
MASON WRIGHT SENIOR LIVING INC 74 WALNUT STREET
SPRINGFIELD,MA01105 		47-1890506 MANAGEMENT FEE REVENUE FROM ENTITY DURING 2023. 506,096
COLONY CARE SENIOR LIVING INC 74 WALNUT STREET
SPRINGFIELD,MA01105 		45-4741875 EQUITY TRANSFER AND MANAGEMENT FEE REVENUE FROM ENTITY DURING 2023. 61,204
BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET
SPRINGFIELD,MA01105 		82-1978704 EQUITY TRANSFER AND MANAGEMENT FEE REVENUE FROM ENTITY DURING 2023. 15,152
Total     1,739,777

TY 2023 TransfersToControlledEntities
Name:
MASON WRIGHT FOUNDATION INC
EIN:
04-2105936
Name US /
Foreign Address		 EIN Description Amount
MASON WRIGHT SENIOR LIVING INC 74 WALNUT STREET
SPRINGFIELD,MA01105 		47-1890506 CHARITABLE CONTRIBUTION AND EXPENSE REIMBURSEMENT TO ENTITY DURING 2023. 506,096
COLONY CARE SENIOR LIVING INC 74 WALNUT STREET
SPRINGFIELD,MA01105 		45-4741875 CHARITABLE CONTRIBUTION TO ENTITY DURING 2023. 61,204
BRIGHT FUTURES EARLY LEARNING CENTER INC 74 WALNUT STREET
SPRINGFIELD,MA01105 		82-1978704 CHARITABLE CONTRIBUTION TO ENTITY DURING 2023. 15,152
Total     582,452