Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 22,044,541 | 17,157,634 | 11,035,506 | 9,397,810 | 17,249,859 | 76,885,350 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 166,711,072 | 163,210,362 | 166,606,798 | 178,152,265 | 182,360,617 | 857,041,114 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 188,755,613 | 180,367,996 | 177,642,304 | 187,550,075 | 199,610,476 | 933,926,464 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 6,100 | 3,080 | 20,625 | 10,575 | 6,345 | 46,725 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | 6,100 | 3,080 | 20,625 | 10,575 | 6,345 | 46,725 |
| 8 | Public support. (Subtract line 7c from line 6.) | 933,879,739 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 188,755,613 | 180,367,996 | 177,642,304 | 187,550,075 | 199,610,476 | 933,926,464 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 12,700,759 | 10,841,352 | 13,824,421 | 15,855,928 | 16,976,906 | 70,199,366 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 12,700,759 | 10,841,352 | 13,824,421 | 15,855,928 | 16,976,906 | 70,199,366 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 1,933,666 | 371,925 | 407,924 | 593,946 | 546,766 | 3,854,227 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 203,390,038 | 191,581,273 | 191,874,649 | 203,999,949 | 217,134,148 | 1,007,980,057 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART III, LINE 12 | OTHER INCOME 3,854,227 |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MASONIC VILLAGE SUPPORTS THE OPERATIONS OF ITS SENIOR LIVING COMMUNITIES, THE MASONIC CHILDREN'S HOME, THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA, THE MASONIC YOUTH FOUNDATION AND THE MASONIC BLOOD + ORGAN DONOR PROGRAM. EACH CHARITY STRIVES TO EXEMPLIFY MASONIC VALUES AND EMPOWER AND INSPIRE INDIVIDUALS TO ACHIEVE THEIR FULL POTENTIAL AND BUILD STRONGER COMMUNITIES. THE MASONIC VILLAGE'S MISSION OF LOVE IS TO PROVIDE EXCELLENT PERSON-CENTERED CARE AND SERVICES TO SENIORS, INCLUDING MANY VULNERABLE MEMBERS OF OUR COMMUNITY (PENNSYLVANIA MASONS AND THEIR LOVED ONES, RESIDENTS AND THEIR LOVED ONES,AND EMPLOYEES AND THEIR LOVED ONES) WITHOUT REGARD TO THEIR FINANCIAL STATUS. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE MASONIC VILLAGE, DIRECTLY AND THROUGH ITS SUBSIDIARIES, CONDUCTS MANY DIVERSE CHARITABLE ACTIVITIES AND PROGRAMS THAT EXEMPLIFY THE VALUES AND PRINCIPLES THAT HAVE BEEN EMBRACED AND PROMOTED BY THE GRAND LODGE OF PENNSYLVANIA SINCE ITS FOUNDING NEARLY 300 YEARS AGO, INCLUDING REVERENCE FOR GOD; COMPASSION, EMPATHY, AND RESPECT FOR ALL; HONESTY AND INTEGRITY; AND STEWARDSHIP AND INDUSTRY. AGING SERVICES AND RELATED SERVICES ON FIVE CAMPUSES ACROSS PENNSYLVANIA (DALLAS, ELIZABETHTOWN, SEWICKLEY, WARMINSTER AND LAFAYETTE HILL), MASONIC VILLAGE PROVIDES INDEPENDENT LIVING, PERSONAL CARE, AND SKILLED NURSING CARE TO APPROXIMATELY 3,700 RESIDENTS. AS IT HAS FOR MORE THAN 100 YEARS, MASONIC VILLAGE REMAINS PROUDLY COMMITTED TO PROVIDING THE HIGHEST QUALITY CARE AND QUALITY OF LIFE TO ALL ITS RESIDENTS, INCLUDING MANY WHO CANNOT AFFORD TO PAY FOR SUCH SERVICES WITH THEIR PERSONAL FUNDS. IN 2024, MASONIC VILLAGE PROVIDED 40.8 MILLION WORTH OF CHARITABLE CARE AND SERVICES ACROSS PENNSYLVANIA CONSISTING OF 11.3 MILLION (AT COST) OF FREE CARE AND SERVICES AND 29.5 MILLION (AT COST) FOR CARE AND SERVICES ABOVE THE AMOUNT REIMBURSED BY MEDICARE, MEDICAID AND OTHER THIRD-PARTY PAYORS. THROUGH ITS SUBSIDIARY, ASHLAR HOME HEALTH AND HOSPICE SERVICES, LLC, MASONIC VILLAGE PROVIDES HOME CARE, HOME HEALTH CARE, PALLIATIVE CARE, AND HOSPICE CARE TO ITS RESIDENTS OF THE MASONIC VILLAGE AT ELIZABETHTOWN AND TO PERSONS RESIDING WITHIN APPROXIMATELY 30-MILES OF ELIZABETHTOWN. MASONIC VILLAGE ALSO PROVIDES HOME CARE SERVICES TO ITS RESIDENTS IN LAFAYETTE HILL AND SEWICKLEY. MASONIC VILLAGE OPERATES A PHARMACY THAT SERVES ITS FIVE CAMPUSES AND FOUR UN-AFFILIATED SENIOR LIVING FACILITIES IN PENNSYLVANIA, FILLING NEARLY 400,000 PRESCRIPTIONS ANNUALLY. MASONIC VILLAGE SUPPORTS AND CARES FOR EIGHT ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE BLEILER CARING COTTAGE ON ITS ELIZABETHTOWN CAMPUS. COMMUNITY BENEFIT AND OUTREACH MASONIC VILLAGE OPERATES A ROBUST OUTREACH PROGRAM TO ASSIST MANY IN NEED AND TO HELP BUILD STRONGER COMMUNITIES ACROSS PENNSYLVANIA. THE OUTREACH PROGRAM INCLUDES THE FOLLOWING ACTIVITIES: (A)GRANTS OF FINANCIAL ASSISTANTS TO ELIGIBLE APPLICANTS TO ASSIST WITH BASIC NEEDS SUCH AS SHELTER, UTILITIES, FOOD, MEDICINES AND MEDICAL CARE (185,000 IN 2024), (B)FACILITATE ACCESS TO DURABLE MEDICAL EQUIPMENT, (C)SUPPORT TO WIDOWS OF PENNSYLVANIA MASONS THROUGH THE MASONIC WIDOWS GUILD (1,740 WIDOWS RECEIVED SUPPORT IN 2024), (D)CONDUCT BLOOD DRIVES AND SUPPORT AND ENCOURAGE THOSE IN NEED OF ORGAN TRANSPLANTS THROUGH THE MASONIC BLOOD + ORGAN DONOR PROGRAM (IN 2024, 4,290 UNITS OF BLOOD HELPING SAVE THE LIVES OF 12,870 RECIPIENTS AND 7 PERSONS AND THEIR FAMILIES GUIDED TO THE GIFT OF LIFE THROUGH ORGAN TRANSPLANT), (E)SUPPORT LOCAL ORGANIZATIONS AND INDIVIDUALS THROUGH GRANTS, SCHOLARSHIPS, AND OTHER PROGRAMS (822,000) (F)THROUGH THE MASONIC CHARITY FOUNDATION PROVIDED NEARLY 100,000 OF FINANCIAL GRANTS AND ASSISTANCE TO COMMUNITY-BASED CHARITIES THAT EXEMPLIFY THE VALUES AND MISSIONS OF PENNSYLVANIA FREEMASONRY THE MISSION OF MASONIC VILLAGE ALSO INCLUDES THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE MASONIC CHILDREN'S HOME, THE MASONIC LIBRARY AND MUSEUM AND PENNSYLVANIA, AND THE PENNSYLVANIA MASONIC YOUTH FOUNDATION, AS DESCRIBED IN SECTIONS 4B, 4C AND 4D. |
| FORM 990, PAGE 2, PART III, LINE 4C | MASONIC LIBRARY AND MUSEUM THE MASONIC LIBRARY AND MUSEUM EDUCATES AND ENLIGHTENS THE MASONIC COMMUNITY AND THE GENERAL PUBLIC BY (A) PRESENTING THE MASONIC TEMPLE IN PHILADELPHIA, A NATIONAL HISTORIC LANDMARK, AS THE PREEMINENT LIVING, ARCHITECTURAL REPRESENTATION OF THE VALUES, IDEALS AND CULTURE OF FREEMASONRY AND A CENTER OF FRATERNAL, SOCIAL, CULTURAL AND BUSINESS ACTIVITIES, (B) CURATING AND SHOWCASING THE PRICELESS COLLECTIONS, (C) ENGAGING DIVERSE AUDIENCES THROUGH PROGRAMS AND RESEARCH RELATING TO THE VALUES, IDEALS, HISTORY AND CULTURE OF FREEMASONRY, AND (D) PRESERVING IMPORTANT MASONIC-RELATED MONUMENTS IN PENNSYLVANIA. IN 2024, MORE THAN 12,863 VISITORS TOURED THE MASONIC TEMPLE, MORE THAN 1,000 OBJECTS WAS PRESERVED AND ARCHIVED, 64 NEW BOOKS WERE ADDED ITS COLLECTIONS, 362 RESEARCH ASSIGNMENTS WERE COMPLETED, AND A 10-YEAR CAPITAL INVESTMENT PLAN PRIORITIZING MORE THAT 40 MILLION OF PROJECTS AT THE MASONIC TEMPLE WAS COMPLETED (WORK COMMENCING IN 2025). |
| FORM 990, PAGE 2, PART III, LINE 4D | MASONIC YOUTH FOUNDATION THE PENNSYLVANIA YOUTH FOUNDATION ENRICHES THE LIVES OF YOUTH AND YOUTH ADULT VOLUNTEERS BY CONDUCTING PROGRAMS DESIGNED TO BUILD STRONG CHARACTER AND DEVELOP LEADERSHIP SKILLS AND MORAL VALUES. IN 2024, THE FOUNDATION EMPOWERED 1,352 YOUTH THROUGH ITS LEADERSHIP PROGRAMS, AWARDED 150,000 IN SCHOLARSHIP FUNDS TO 52 STUDENTS, TRAINED 1,690 INDIVIDUALS AT VIRTUAL AND IN-PERSON EDUCATIONAL WORKSHOPS ON A VARIETY OF TOPICS AFFECTING THE HEALTH AND WELL-BEING OF YOUTH IN PENNSYLVANIA AND SUPPORTED 650 MEMBERS WITHIN 5 YOUTH GROUPS ACROSS PENNSYLVANIA. MASONIC BLOOD AND ORGAN DONOR PROGRAM THE PROGRAM FACILITATED THE COLLECTION OF 4,290 UNITS OF BLOOD IN 2024, HELPING TO SAVE THE LIVES OF OVER 12,870 PATIENTS. IT ALSO SUPPORTED SEVEN MEMBERS WHO RECEIVED LIFE-SAVING ORGAN TRANSPLANTS, AS WELL AS THEIR FAMILY MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE GRAND LODGE OF PENNSYLVANIA ELECTS THE MEMBERS OF MASONIC VILLAGES' GOVERNING BODY (MASONIC VILLAGES BOARD OF DIRECTORS). GRAND LODGE HAS ESTABLISHED THE MASONIC VILLAGES BOARD OF DIRECTORS UNDER AND SUBJECT TO SUCH RULES AND REGULATIONS AS MAY BE APPROVED BY THE GRAND LODGE. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE GRAND LODGE OF PENNSYLVANIA ELECTS THE MEMBERS OF MASONIC VILLAGES' GOVERNING BODY (MASONIC VILLAGES BOARD OF DIRECTORS). GRAND LODGE IS THE SOLE MEMBER OF THE MASONIC VILLAGES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT FORM 990 IS REVIEWED BY THE RIGHT WORSHIPFUL GRAND TREASURER OF THE PARENT (GRAND LODGE), THE FINANCE OFFICE STAFF, THE OFFICER SIGNING THE FORM 990 AND THE BOARD OF DIRECTORS AT THE OCTOBER BOARD MEETING PRIOR TO FILING THE FORM. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED ANNUALLY BY EACH OF THE OFFICERS AND DIRECTORS. THESE STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF HUMAN RESOURCES AND COMPLIANCE OFFICER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ANNUAL COMPENSATION OF MASONIC VILLAGES CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS IS REVIEWED BY MASONIC VILLAGES CHIEF HUMAN RESOURCES OFFICER USING INDUSTRY-SPECIFIC SALARY SURVEY DATA. COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ANNUAL COMPENSATION OF MASONIC VILLAGES CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS IS REVIEWED BY MASONIC VILLAGES CHIEF HUMAN RESOURCES AND COMPLIANCE OFFICER USING INDUSTRY-SPECIFIC SALARY SURVEY DATA. COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 17 | MAINE, MARYLAND, MASSACHUSETTS, MINNESOTA, MISSISSIPPI, MICHIGAN, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN, MISSOURI |
| FORM 990, PAGE 6, PART VI, LINE 19 | INFORMATION IS PROVIDED BY THE ORGANIZATION TO THE REQUESTING INDIVIDUAL BASED UPON THEIR REQUEST. AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE ON THE MASONIC VILLAGES WEBSITE. |
| FORM 990, PART XI, LINE 9 | UNREALIZED APPRECIATION ON INTEREST RATE SWAP 854,404 |
| Software ID: | |
| Software Version: |