2026-08-17T14:04:56-05:00 2025-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990 2024-10-01 061435920 MASONIC CHARITY FOUNDATION OF CT MASO 2036795555 PO BOX 70 WALLINGTON CT 06492 DAVID LAWLOR CHIEF FINANCIAL OFFICER 2036795555 2026-02-17 1 1 GARRETT M HIGGINS P00543209 9082726200 2026-08-12 2024 2025-03-06 01:10:19Z CARRIE FULLER-MCMAHON PO BOX 70 WALLINGTON CT 06492 52103980 0 X WWW.MASONICARE.ORG X 1995 CT MASONIC CHARITY FOUNDATION OF CT WILL PROMOTE, SOLICIT, SECURE AND STEWARD CHARITABLE GIFTS TO BENEFIT THE RESIDENTS AND PATIENTS OF MASONICARE AND ITS AFFILIATES, AS WELL AS TO BUILD FURTHER ITS ENDOWMENT FUND, WITH EMPHASIS ON MEETING DONORS' GIFT GIVING OBJECTIVES. 12 12 6 90 143613 12312 2324007 2823741 0 0 7776917 9258517 -27771 -2072 10073153 12080186 785597 800010 0 0 569825 611116 0 0 0 1206785 1314286 2562207 2725412 7510946 9354774 220519097 232161912 3268120 2573349 217250977 229588563 X MASONIC CHARITY FOUNDATION OF CT WILL PROMOTE, SOLICIT, SECURE AND STEWARD CHARITABLE GIFTS FROM THE MASONIC FAMILY AND THE COMMUNITY TO BENEFIT THE RESIDENTS AND PATIENTS OF MASONICARE AND ITS AFFILIATES, AS WELL AS TO BUILD FURTHER ITS ENDOWMENT FUND, WITH EMPHASIS ON MEETING DONORS' GIFT GIVING OBJECTIVES. THE MASONIC CHARITY FOUNDATION OF CT WILL BE RECOGNIZED AS A FINANCIALLY SUCCESSFUL AND FISCALLY RESPONSIBLE PHILANTHROPIC ORGANIZATION BENEFITING THE RESIDENTS AND PATIENTS SERVED BY MASONICARE AND ITS AFFILIATES BY OFFERING A FULL COMPLEMENT OF GIFT GIVING OPPORTUNITIES. 0 0 1821703 800010 0 MASONIC CHARITY FOUNDATION OF CT, INC. PROVIDES PLANNED GIVING AND DEVELOPMENT SUPPORT TO ITS AFFILIATES; MANAGES ALL INVESTMENTS; PROVIDES FINANCIAL AND CHARITABLE SUPPORT AS NEEDED TO THE TAX EXEMPT AFFILIATES WITHIN THE MASONICARE SYSTEM. 1821703 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 61 0 6 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X X DAVID LAWLOR 2036787857 22 MASONIC AVENUE WALLINGTON CT 06492 CHARLES W YOHE CHAIRMAN 1.00 0.00 X X 0 0 0 DAVID O STERN TREASURER 1.00 0.00 X X 0 0 0 JAMES J PYSKATY VICE CHAIRMAN 1.00 0.00 X X 0 0 0 KEITH MACDOWALL SECRETARY 1.00 0.00 X X 0 0 0 RAY ANDREWSEN DIRECTOR 1.00 0.00 X 0 0 0 DAVID BERARDESCA DIRECTOR 1.00 0.00 X 0 0 0 LISA BOHMAN DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER CARROTT DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM GREENE DIRECTOR 1.00 0.00 X 0 0 0 MARK HAWKINS DIRECTOR (EFFECTIVE 04/01/25) 1.00 0.00 X 0 0 0 F MATTHEW HEINRICH DIRECTOR 1.00 8.00 X 0 0 0 GEOFFREY L ICE DIRECTOR 1.00 0.00 X 0 0 0 KENNETH KIRSHNER DIRECTOR 1.00 0.00 X 0 0 0 MARYANN PRONOVOST DIRECTOR 1.00 0.00 X 0 0 0 MARTIN F SCHWAGER DIRECTOR (EFFECTIVE 01/01/25) 1.00 0.00 X 0 0 0 GREGORY J WENTWORTH DIRECTOR 1.00 0.00 X 0 0 0 CARRIE FULLER-MCMAHON EXECUTIVE DIRECTOR 40.00 0.00 X 185713 0 12088 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 1.00 48.00 X 0 769803 86091 STEVEN D BEAULIEU CFO ASSISTANT TREASURER (THRU 12/31/24) 1.00 48.00 X 0 195468 65651 DAVID LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 1.00 48.00 X 0 796666 32904 185713 1761937 196734 1 0 1 0 LR ENTERPRISES INC 207 CAMPVILLE ROAD NORTHFIELD CT 06778 CONSTRUCTION SERVICES 1032800 GLENMEDE TRUST COMPANY 1650 MARKET STREET SUITE 4000 PHILADELPHIA PA 19103 INVESTMENT MANAGEMENT SERVICES 644891 2 320949 49566 2453226 24875 2823741 4258843 138909 4119934 44899312 39899638 4999674 4999674 4704 4994970 114459 320949 124156 -9697 -9697 7625 0 7625 7625 12080186 0 143613 9112832 724010 724010 76000 76000 193670 193670 338792 268091 70701 12416 9375 3041 23890 20105 3785 42348 35854 6494 1398 1398 16000 16000 685158 685158 72921 15398 57523 1000 985 15 11941 11764 177 81658 80447 1211 99 99 271222 271222 2422 2422 6000 6000 SHARED SERVICES 58025 58025 REPAIRS AND MAINTENANCE 38092 37527 565 DONOR RECOGNITION 37796 37236 560 SUPPLIES 15343 15115 228 15211 14985 226 2725412 1821703 903709 0 229454 98912 43700 37206 368271 329109 44064 39162 178162383 189741216 35981982 36751469 5251262 5493947 806252 0 220519097 232161912 896190 278373 2371930 2294976 3268120 2573349 X 125055411 137392997 92195566 92195566 217250977 229588563 220519097 232161912 X 9354774 3096083 -113271 X 0 1 X 1 0 X 5688747 5207450 2322220 2324007 2823741 18366165 5688747 5207450 2322220 2324007 2823741 18366165 4604506 13761659 2021210 2966851 3567198 3949375 4119934 16624568 47262 3933 27038 0 0 78233 35068966 0.39240 0.41090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 5800 137726 1 1 92195566 98236 -2222350 178808 24225 89868419 87901791 134344 4318924 152304 7189 92195566 86314927 63401 1772860 242823 6574 87901791 88482467 2551822 -4512040 196479 10843 86314927 84884852 457427 3659627 192064 327375 88482467 0.00000 0.94530 0.05470 0 1 1 37815 15893 21922 23420 23420 0 307036 289796 17240 39162 ALTERNATIVE INVESTMENTS 36751469 C 36751469 ANNUITIES PAYABLE 952544 DUE TO AFFILIATES 1311792 OTHER LIABILITIES 30640 2294976 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE PHILANTHROPIC MISSION AND ACTIVITIES OF MASONICARE CORPORATION AND ITS AFFILIATES. PART X, LINE 2: MASONICARE ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. UNDER FASB ASC 740, MASONICARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MASONICARE DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. MASONICARE ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. ALL U.S. FEDERAL TAX YEARS FROM FISCAL 2022 ONWARDS ARE ELIGIBLE FOR EXAMINATION BY THE IRS. GOLF AND PICKLEBALL OUTING 251158 165208 85950 7114 3790 76230 WINE, BEER AND BOURBON 184250 155741 28509 9291 11280 16451 435408 320949 114459 16405 15070 92681 124156 -9697 1 MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 501(C)(3) 79786 0 RENT SUPPORT/SUPPORT SERVICES MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 501(C)(3) 586707 0 PATIENT AND RESIDENT SUPPORT SERVICES MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 501(C)(3) 57517 0 SUPPORT SERVICES AND SCREENINGS 3 0 SCHOLARSHIPS 34 76000 PART I, LINE 2: ORGANIZATIONS THAT RECEIVE GRANTS ARE REQUIRED TO SUBMIT PERIODIC REPORTS DURING THE AWARD YEAR DETAILING THE SERVICES PROVIDED. THE REPORTS ARE REVIEWED BY THE FUND COMMITTEE DURING SCHEDULED MEETINGS. THE FOUNDATION PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, THESE FUNDS ARE REMITTED DIRECTLY TO THE COLLEGE OR UNIVERSITY WHERE THE STUDENT IS ENROLLED. 0 0 0 0 0 0 0 1 0 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 0 682194 0 40000 0 47609 0 43404 0 42687 0 855894 0 0 DAVID LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 0 796666 0 0 0 0 0 31800 0 1104 0 829570 0 0 STEVEN D BEAULIEU CFO ASSISTANT TREASURER (THRU 12/31/24) 0 160033 0 13571 0 21864 0 29291 0 36360 0 261119 0 0 CARRIE FULLER-MCMAHON EXECUTIVE DIRECTOR 180761 0 2000 0 2952 0 11298 0 790 0 197801 0 0 0 PART I, LINE 7 EXECUTIVE DIRECTOR, CARRIE FULLER-MCMAHON RECEIVED A PERFORMANCE BASED BONUS AS REPORTED ON SCHEDULE J, PART II, COLUMN B(II) AND INCLUDED ON FORM 990, PART VII, COLUMN (D). SCHEDULE J, PART I, LINE 3 THE ORGANIZATION'S CEO, JON-PAUL VENOIT, IS COMPENSATED BY A RELATED ORGANIZATION, MASONICARE CORPORATION, WHICH USES THE FOLLOWING METHODS TO ESTABLISH HIS COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DIRECTORS AMENDED THE BY-LAWS IN MARCH 2025. THE CHANGES TO THE BY-LAWS INCLUDE AN UPDATE TO THE MINIMUM AND MAXIMUM NUMBER OF TRUSTEES THAT SERVE ON THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAD A SOLE CORPORATE MEMBER, MASONICARE CORPORATION, WITH THE RIGHT TO APPOINT MEMBERS OF THE GOVERNING BODY AND TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A MASONICARE CORPORATION, AS SOLE CORPORATE MEMBER, ANNUALLY APPOINTS THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO THE CERTIFICATE OF INCORPORATION OF THE ORGANIZATION, MASONICARE CORPORATION, AS THE SOLE CORPORATE MEMBER, HAS CERTAIN RESERVED POWERS TO TAKE OR APPROVE CERTAIN ACTIONS OF THE GOVERNING BODY. THESE POWERS INCLUDE THE PRIOR APPROVAL OF AMENDMENTS TO THE ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVAL OF LONG RANGE PLANS, BUDGETS AND MATERIAL CHANGES IN BUDGETS, MISSION STATEMENTS AND POLICIES (INCLUDING INVESTMENT POLICIES) AS WELL AS SALES OR TRANSFER OF ASSETS, MERGERS AND/OR DISSOLUTIONS AND CERTIFICATE OF NEED APPLICATIONS. THE SOLE CORPORATE MEMBER'S POWERS ALSO INCLUDE THE APPOINTMENT AND REMOVAL OF DIRECTORS, THE ORGANIZATION'S BOARD CHAIR AND INDEPENDENT AUDIT FIRM. FORM 990, PART VI, SECTION A, LINE 8B MASONIC CHARITY FOUNDATION OF CONNECTICUT DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B MASONICARE MANAGEMENT REVIEW THE FORM 990 AND SUPPLEMENTAL SCHEDULES FOR COMPLETENESS AND ACCURACY. IT IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD. THE FORM 990 AND SUPPLEMENTAL SCHEDULES IS ALSO PLACED ON A SECURED WEBSITE THAT CAN BE ACCESSED BY ALL BOARD MEMBERS FOR THEIR REVIEW. AT A FULL BOARD MEETING A DISCUSSION IS HELD REGARDING COMMENTS/QUESTIONS FROM BOARD MEMBERS. THE FORM 990 AND SUPPLEMENTAL SCHEDULES IS THEN FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS, DIRECTORS AND SENIOR EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. THE CORPORATE COMPLIANCE OFFICER ANNOTATES THE RESULTS TO DETERMINE IF, AND TO WHAT EXTENT, A CONFLICT OF INTEREST EXISTS. THE RESULTS OF THE OFFICER AND BOARD MEMBER DISCLOSURES ARE FIRST REVIEWED BY THE BOARD CHAIRMAN AND THEN REPORTED AT THE BOARD MEETINGS. ANY OFFICER OR BOARD MEMBER SHALL NOT MAKE OR SECOND MOTIONS OR VOTE (OTHER THAN ABSTAIN) ON MATTERS IF A CONFLICT OF INTEREST EXISTS, WHETHER OR NOT THE OFFICER OR BOARD MEMBER HAD AN OPPORTUNITY TO MAKE A WRITTEN DISCLOSURE THROUGH THE FORMALIZED PROCESS. SENIOR EMPLOYEE DISCLOSURES ARE REPORTED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE ENTIRE PROCESS IS COORDINATED BY THE CORPORATE COMPLIANCE OFFICER. ALL RESPONDENTS ARE ADVISED OF THEIR CONTINUING DUTY TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT MAY ARISE DURING THE COURSE OF THEIR SERVICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES REQUIRED DOCUMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: NET POST-RETIREMENT BENEFIT COSTS -1,784. ACTUARIAL LOSS ON ANNUITY OBLIGATIONS -62,786. EQUITY TRANSFER -48,701. 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