Nonprofit · EIN 04-2104701
MASONIC EDUCATION AND CHARITY TRUST
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $3,885,622 | $3,160,702 | $724,920 | $90,743,628 | $49,272,741 | $41,470,887 |
| August 31, 2024 | 990 | $2,196,162 | $1,848,562 | $347,600 | $92,460,420 | $52,597,946 | $39,862,474 |
| August 31, 2023 | 990 | $1,098,006 | $2,132,108 | -$1,034,102 | $83,689,507 | $47,440,649 | $36,248,858 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $814,871
- Program service revenue
- $0
- Investment income
- $2,830,931
- Net gain from sales of assets
- $2,465,264
- Other revenue
- $239,820
Expenses
- Grants and similar amounts paid
- $688,111
- Other salaries and wages
- $736,751
- Salaries, compensation and benefits (total)
- $901,858
- Professional fundraising fees
- $0
- Accounting fees
- $43,600
- Travel
- $79,453
- Program services (functional)
- $2,404,741
- Management and general (functional)
- $504,058
- Fundraising (functional)
- $251,903
Balance sheet and other
- Total assets, start of year
- $92,460,420
- Total assets, end of year
- $90,743,628
- Total liabilities, end of year
- $49,272,741
- Net assets, end of year
- $41,470,887
- Publicly traded securities
- $87,861,032
- Net assets without donor restrictions
- $15,463,789
- Net assets with donor restrictions
- $26,007,098
- Gross unrelated business income
- $239,820
- Gross receipts
- $79,872,118
- Employees
- 0
- Year formed
- 1884
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GEORGE HAYECK | ASSIST SEC./ Trustee or director, Officer | 5 | $0 | $109,804 | $7,856 |
| CHARLES CAROSELLI | ASSIST TREAS Officer | 5 | $0 | $101,534 | $3,969 |
| CRAIG MACPHERSON | TRUSTEE Trustee or director | 5 | $0 | $65,643 | $0 |
| RICHARD MAGGIO | GRAND SECRET Trustee or director, Officer | 1 | $0 | $12,000 | $0 |
| MICHAEL J BOUCHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN R HALSEY | CLERK & TRUS Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GEORGE F HAMILTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN C HARRIS III | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE L HERBOLSHEIMER IV | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERRY GRIFFITH JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETER H NEE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL R PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS A RORRIE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MASON W RUSSELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CRAIG MACPHERSON | ASST. TREASURER Officer | 5 | $0 | $90,792 | $1,768 |
| MASON W RUSSELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN R HALSEY | CLERK & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL R PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERRY GRIFFITH JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE L HERBOLSHEIMER IV | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS A RORRIE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN C HARRIS III | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETER H NEE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL J BOUCHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE F HAMILTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CRAIG MACPHERSON | ASST. TREASURER Officer | 5 | $0 | $91,962 | $2,542 |
| MASON W RUSSELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN R HALSEY | CLERK & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL R PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS R APPLETON II | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE L HERBOLSHEIMER IV | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS A RORRIE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN C HARRIS III | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETER H NEE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL J BOUCHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE F HAMILTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 186 TREMONT ST, BOSTON, MA 02111-1014
- Principal officer (990 for 2024)
- TIMOTHY S MCGAVIN, 186 TREMONT STREET, BOSTON, MA 02111
- Signed the 990
- TIMOTHY S MCGAVIN, PRESIDENT
- Phone
- (617) 426-6040
- Website
- WWW.MASSFREEMASONRY.ORG
- Return prepared by
- DAUPHIN & FANTACONE CPAS LLP
Mission
TO HOLD AND INVEST FUNDS FOR RELATED MASONIC ORGANIZATIONS AND DISTRIBUTE INCOME EARNED TO THEM AND TO RETURN THEIR INVESTED FUNDS WHEN REQUIRED IN ORDER TO FULFILL THE REQUIREMENTS AND OBLIGATIONS OF FREEMASONRY: FREEMASONRY (OFTEN SIMPLIFIED TO "MASONRY") ENHANCES AND STRENGTHENS THE CHARACTER OF THE INDIVIDUAL MAN BY PROVIDING OPPORTUNITIES FOR FELLOWSHIP, CHARITY, EDUCATION, ANDD LEADERSHIP BASED ON THE THREE ANCIENT MASONIC TENETS: BROTHERLY LOVE, RELIEF, AND TRUTH. MASSACHUSETTS FREEMASONRY IS A CROWNING LEGACY OF THIS VENERABLE HERITAGE AS WE STRIVE TO "MAKE GOOD MEN BETTER.
Program accomplishments
- THE MASONIC EDUCATION AND CHARITABLE TRUST HOLDS AND INVESTS FUNDS FOR THE MASONIC HOME, THE GRAND LODGE OF MASONS IN MASSACHUSETTS AND OTHER MASONIC ORGANIZATIONS. NET INCOME AND FUNDS ARE DISTRIBUTED TO THESE ORGANIZATIONS FOR THEIR CHARITABLE PROGRAMS AS DESCRIBED BELOW: THE ESSENTIAL QUALITIES MASONS SHARE IN THEIR DIVERSE LIVES ARE A BELIEF IN A SUPREME BEING AND A DESIRE TO STRIVE FOR: FELLOWSHIP WITH OTHER MASONS HIGH MORAL STANDARDS KINDNESSS IN THE HOME COURTESY IN SOCIETY HONESTY IN BUSINESS FAIRNESS IN ALL DEALINGS BEING A MASON: BEING A MASON IS ABOUT A FATHER HELPING HIS SON MAKE BETTER DECISIONS; A BUSINESS LEADER STRIVING TO BRING MORALITY TO THE WORKPLACE; A THOUGHTFUL MAN LEARNING TO WORK THROUGH TOUGH ISSUES IN HIS LIFE. FELLOWSHIP, FRIENDSHIP, AND COMMUNITY SERVICE: THROUGHOUT A MASONS LIFE, FELLOWSHIP AND FRIENDSHIP IS A KEY COMPONENT, AS WELL AS COMMUNITY SERVICE. THE TYPICAL MASON WANTS TO CONTINUE TO GROW AS A MAN AND TO BENEFIT SOCIETY. FELLOWSHIP: BY ATTENDING MASONIC LODGE MEETINGS AND LEARNING FROM YOUR FELLOW MASONS, YOU WILL STRENGTHEN THE BONDS OF FELLOWSHIP AS YOU JOIN TOGETHER WITH LIKE-MINDED MEN WHO SHARE IDEALS OF BOTH A MORAL AND METAPHYSICAL NATURE. YOULL ENJOY THE FRIENDSHIP OF OTHER MASONS IN THE COMMUNITY, AND YOULL BE WELCOMED AS A "BROTHER" BY MASONS EVERYWHERE IN THE WORLD. FREEMASONRY ALSO PROMISES THAT SHOULD YOU EVER BE OVERTAKEN BY MISFORTUNE, SICKNESS, OR ADVERSITY THROUGH NO FAULT OF YOUR OWN, THE HANDS OF OUR GREAT FRATERNITY WILL BE STRETCHED FORTH TO AID AND ASSIST YOU. CHARITY: FROM ITS EARLIEST DAYS, CHARITY HAS BEEN THE MOST VISIBLE MASONIC ACTIVITY. FREEMASONS HAVE ALWAYS BEEN DEVOTED TO CARING FOR DISADVANTAGED CHILDREN, THE SICK AND THE ELDERLY. IN FACT, MASONS IN NORTH AMERICA GIVE AWAY APPROXIMATELY 3 MILLION TO NATIONAL AND LOCAL CHARITIES EACH DAY, OF WHICH MORE THAN 70% IS DIRECTED TOWARD THE GENERAL PUBLIC. MASONS ARE ALSO ACTIVELY INVOLVED IN A GREAT DEAL OF COMMUNITY VOLUNTEER WORK. EDUCATION: THE GRAND LODGE OF MASSACHUSETTS HAS ADVOCATED THE EDUCATION OF ITS MEMBERS SINCE ITS EARLIEST YEARS. ITS CEREMONIES PROVIDE INSTRUCITON TO ALL MEMBERS, SUPPLEMENTED BY VARIOUS OTHER ACTIVITIES SUCH AS SEMINARS, LECTURES, WORKSHOPS, AND READING. BECAUSE FREEMASONRY IS AN ESOTERIC SOCIETY, CERTAIN ASPECTS OF ITS WORK ARE NOT GENERALLY DISCLOSED TO THE PUBLIC. FREEMASONRY USES AN INITIATORY SYSTEM OF DEGREES TO EXPLORE ETHICAL AND PHILOSOPHICAL ISSUES, AND THE SYSTEM IS LESS EFFECTIVE IF THE OBSERVER KNOWS BEFOREHAND WHAT WILL HAPPEN. IT IS DESCRIBED IN MASONIC CRAFT RITUAL AS "A BEAUTIFUL SYSTEM OF MORALITY VEILED IN ALLEGORY AND ILLUSTRATED BY SYMBOLS." LEADERSHIP: FREEMASONRY OFFERS ITS MEMBERS LEADERSHIP OPPORTUNITIES AT THE LODGE, DISTRICT, AND GRAND LODGE LEVEL. AS FREEMASONS PROGRESS THROUGH THE CRAFT, THEY DISCOVER DIFFERENT ASPECTS OF THEMSELVES AND DEVELOP A RANGE OF SKILLS THAT EVEN THEY MIGHT NOT HAVE KNOWN THEY POSSESSED. BY DEVELOPING LEADERSHIP TECHNIQUES THAT FIT THEIR PERSONALITY, MASONS UNLOCK THE DOOR TO THEIR FULL POTENTIAL. FOR MORE THAN TEN YEARS THE GRAND LODGE OF MASSACHUSETTS HAS SPONSORED THE MASONIC LEADERSHIP INSTITUTE FOR ITS MEMBERS TO STRENGTH LEADERSHIP WITHIN OUR FRATERNITY AND TO CONTRIBUTE TO THE PERSONAL GROWTH OF MASSACHUSETTS MASONS. MASONIC HEALTH SYSTEM (MHS) OF MASSACHUSETTS WAS ESTABLISHED IN 2001 TO CONTINUE THE MASONIC TRADITION OF CARING. MHS PROVIDES A CONTINUUM OF QUALITY SERVICES AND PROGRAMS TO THOSE IN NEED BY PROUDLY SPONSORING THE FOLLOWING: THE OVERLOOK COMMUNITY A 219 INDEPENDENT LIVING RESIDENCE CONTINUING CARE RETIREMENT COMMUNITY (CCRC) ON THE CHARLTON CAMPUS COMPRISED OF 205 APARTMENTS AND 14 COTTAGES. THE OVERLOOK COMMUNITY IS DESIGNED TO OFFER HIGH QUALITY, MAINTENANCE-FREE LIVING AND RELIEVE FUTURE HEALTH CARE CONCERNS WITH COMPLETE PEACE OF MIND. OVERLOOK MASONIC HEALTH CENTER ONE OF THE MOST RESPECTED LONG-TERM CARE FACILITIES IN THE STATE IS SITUATED ON 450+ ACRES OF BEAUTIFUL COUNTRYSIDE IN CHARLTON. FOR NEARLY A CENTURY, THE OVERLOOK MASONIC HEALTH CENTER HAS BEEN CARING FOR MASSACHUSETTS MASONS, THEIR WIVES, WIDOWS, AND OTHER MEMBERS OF THE COMMUNITY. THE HEALTH CENTER HAS REMAINED COMMITTED TO ITS MISSION TO MAINTAIN A PROFESSIONAL STAFF THAT PROVIDES HIGH QUALITY CARE AND SERVICES IN AN ENVIRONMENT THAT FOSTERS RESPECT, DIGNITY AND CHOIOCE. SOME OF THE MEDICAL SERVICES PROVIDED AT THE HEALTH CENTER INCLUDE: 24-HOUR SKILLED NURSING, POST-ACUTE CARE SERVICES, ALZHEIMERS AND OTHER DEMENTIA RELATED CARE PROGRAMS, FITNESS PROGRAMS, REHABILITATIVE SERVICES, AND NUTRITIONAL SERVICES. OVERLOOK VISITING NURSE ASSOCIATION & HOSPICE SERVICES A FULL SERVICE MEDICARE AND MEDICAID HOME HEALTH AGENCY, OFFERING SPECIALIZED SERVICES AND PROGRAMS THROUGHOUT THE COMMONWEALTH TO AN AVERAGE DAILY CENSUS OF APPROXIMATELY 1700 CLIENTS. THE OVERLOOK VISITING NURSE ASSOCIATION PROVIDES EXEMPLARY HEALTH CARE SERVICES ACROSS THE CONTINUUM WITH AN EMPHASIS ON HEALTH AND WELL-BEING. SERVICES ARE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, AND WEEKEND ADMISSIONS ARE ACCEPTED. VISITING NURSE SERVICES CAN BE EASILY OBTAINED BY CONTACTING THE OVERLOOK OFFICE IN YOUR AREA. IN ADDDITION, REFERRALS CAN BE MADE FROM YOUR DOCTOR, HOSPITAL DISCHARGE PLANNERS, EXTENDED CARE FACILITIES AND COMMUNITY AGENCIES. OUR TEAMS OF PROFESSIONALS PROVIDE SERVICES TO INDIVIDUALS AND CAREGIVERS TO HELP COPE WITH THE CIRCUMSTANCES ASSOCIATED WITH A TERMINAL ILLNESS. THE HOSPICE TEAM DESIGNS A PLAN OF CARE TO MEET THE NEEDS OF THE PATIENT AND FAMILY, WITH THE GOAL OF REDUCING PAIN AND PROVIDING COMFORT AND SUPPORT. OVERLOOK HOSPICE SERVICES, OFFERED IN SOUTHERN WORCESTER COUNTY AND NEW BEDFORD, ARE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR. OVERLOOK HEALTH & WELLNESS INFOSOURCE A RESOURCE PROVIDING FREE ACCESS AND REFERRALS TO ALL YOUR HEALTH RELATED QUESTIONS AND CONCERNS. THE OVERLOOK HEALTH & WELLNESS INFOSOURCE WILL ASSIST YOU WITH REFERRALS IN SUCH AREAS AS HOME HEALTH CARE, MEDICAL SUPPPLIES, CAREGIVER ASSISTANCE, NUTURITIONAL ASSISTANCE, GENERAL HEALTH CARE, AND GUIDANCE.Expenses $2,404,741 · grants $688,111
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 04-2104701
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1934
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S120)
- Assets (IRS master file)
- $90,743,628
- Income (IRS master file)
- $79,872,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $3,885,622 | $3,160,702 | $90,743,628 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $2,196,162 | $1,848,562 | $92,460,420 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $1,098,006 | $2,132,108 | $83,689,507 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $4,697,309 | $1,787,449 | $83,696,851 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104701).
Questions about MASONIC EDUCATION AND CHARITY TRUST
- What is the EIN of MASONIC EDUCATION AND CHARITY TRUST?
- The employer identification number (EIN) of MASONIC EDUCATION AND CHARITY TRUST is 04-2104701.
- Is MASONIC EDUCATION AND CHARITY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1934.
- Are donations to MASONIC EDUCATION AND CHARITY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MASONIC EDUCATION AND CHARITY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MASONIC EDUCATION AND CHARITY TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASONIC EDUCATION AND CHARITY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MASONIC EDUCATION AND CHARITY TRUST?
- The 990 for the year ended August 31, 2025 names TIMOTHY S MCGAVIN.
- Who are the officers and directors of MASONIC EDUCATION AND CHARITY TRUST?
- The 990 for the year ended August 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does MASONIC EDUCATION AND CHARITY TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $3,885,622, expenses of $3,160,702 and total assets of $90,743,628 at year end.
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