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Nonprofit · EIN 23-7013074

CALIFORNIA MASONIC FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94108

Financials

$1.6M$3.5M2022$4M$3.3M2023$3.5M$4.9M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA MASONIC FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$3,514,640$4,899,311-$1,384,671$48,593,195$460,103$48,133,092
October 31, 2024990$3,998,936$3,329,176$669,760$46,019,821$892,985$45,126,836
October 31, 2023990$1,619,049$3,546,390-$1,927,341$40,260,183$783,940$39,476,243
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$2,199,443
Program service revenue
$0
Investment income
$1,307,441
Net gain from sales of assets
$735,347
Other revenue
$7,756

Expenses

Grants and similar amounts paid
$3,417,683
Compensation of officers, directors and key employees
$236,688
Other salaries and wages
$411,421
Salaries, compensation and benefits (total)
$786,961
Professional fundraising fees
$0
Legal fees
$4,680
Accounting fees
$35,656
Occupancy
$7,985
Travel
$113,119
Depreciation
$8,737
Program services (functional)
$4,286,976
Management and general (functional)
$397,945
Fundraising (functional)
$214,390

Balance sheet and other

Total assets, start of year
$46,019,821
Total assets, end of year
$48,593,195
Total liabilities, end of year
$460,103
Net assets, end of year
$48,133,092
Land, buildings and equipment
$4,872
Publicly traded securities
$9,203,070
Net assets without donor restrictions
$16,350,678
Net assets with donor restrictions
$31,782,414
Gross receipts
$20,487,508
Employees
5
Volunteers
13
Year formed
1969
State of legal domicile
CA

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ALLAN L CASALOUGRAND SECRETARY
Officer
3.92$0$381,040$48,957
CAROL R HUNTERVP & CHIEF FINANCIAL OFFICER
Officer
1.47$0$329,025$39,808
DOUGLAS D ISMAILPRESIDENT/CHIEF PHILANTHROPY OFFICER
Officer
10.24$297,126$0$47,037
ANDREW CAMERONGENERAL COUNSEL
Officer
2.73$0$225,189$58,591
CHRISTOPHER SMITHCTO AND JR. GRAND WARDEN
Trustee or director, Officer
0.55$0$231,584$44,450
ANDREW R UEHLINGCHIEF HUMAN RESOURCES OFFICER
Officer
0.34$0$223,620$34,848
CANDLER GIBSONDIRECTOR OF MASONIC PHILANTHROPY
Key employee
10.24$164,255$0$46,617
GREGORY CHERRYDIRECTOR OF MASONIC PHILANTHROPY
Highest-paid employee
2.48$138,795$0$20,950
DENISE AVILASENIOR MANAGER OF THE ANNUAL FUND
Highest-paid employee
10.24$118,322$0$26,972
MICHAEL D THIBODEAUXCHAIRMAN (THRU 10/25)
Trustee or director, Officer
1$0$0$0
MARK J MCNEEVICE CHAIRMAN (THRU 10/25), CHAIRMAN (AS OF 10/25)
Trustee or director, Officer
1$0$0$0
CHARLES P CROSSTREASURER (THRU 10/25)
Trustee or director, Officer
1$0$0$0
STEVEN LESLIE YEFFATREASURER (AS OF 10/25)
Trustee or director, Officer
1$0$0$0
JAMES P ARNOLDTRUSTEE
Trustee or director
1$0$0$0
PAUL B BAZERKANIANTRUSTEE
Trustee or director
1$0$0$0
11 more people on this return
NameTitleHours / weekCompensation
WALTER J CAMPBELLTRUSTEE
Trustee or director
1$0
JAIRO GOMEZTRUSTEE
Trustee or director
1$0
JOSH LEVESQUETRUSTEE
Trustee or director
1$0
ARA MALOYANTRUSTEE
Trustee or director
1$0
MARK E PRESSEYTRUSTEE
Trustee or director
1$0
GARY R QUINTRELLTRUSTEE
Trustee or director
1$0
JAY SENERTRUSTEE
Trustee or director
1$0
RALPH C SHELTON IITRUSTEE
Trustee or director
1$0
ALEXANDER J TEODOROTRUSTEE
Trustee or director
1$0
NATHAN WILLIAMSTRUSTEE
Trustee or director
1$0
JONATHAN L WONGTRUSTEE
Trustee or director
1$0
990 for the year ended October 31, 2024: 23 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ALLAN L CASALOUGRAND SECRETARY
Officer
4.45$0$415,212$51,453
DOUGLAS D ISMAILPRESIDENT/CHIEF PHILANTHROPY OFFICER
Officer
10.12$335,058$0$48,186
CAROL R HUNTERCHIEF FINANCIAL OFFICER
Officer
1.48$0$326,961$37,145
ANDREW R UEHLINGCHIEF HUMAN RESOURCES OFFICER
Officer
0.34$0$271,030$29,417
ANDREW CAMERONGENERAL COUNSEL
Officer
2.71$0$239,541$56,641
CHRISTOPHER SMITHCTO AND TRUSTEE
Trustee or director, Officer
0.53$0$233,090$41,812
CANDLER GIBSONDIRECTOR OF MASONIC PHILANTHROPY
Key employee
10.12$160,473$0$41,269
GREGORY CHERRYDIRECTOR OF MASONIC PHILANTHROPY
Key employee
2.49$155,971$0$19,870
DENISE AVILASENIOR MANAGER OF THE ANNUAL FUND
Highest-paid employee
10.12$118,247$0$25,256
MICHAEL D THIBODEAUXCHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0$0
MARK J MCNEEVICE CHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0$0
THOMAS T ALBERS THRU 1024TRUSTEE
Trustee or director, Officer
1$0$0$0
PAUL B BAZERKANIANTRUSTEE
Trustee or director
1$0$0$0
WALTER J CAMPBELLTRUSTEE
Trustee or director
1$0$0$0
CARLOS MANUEL DIEZ JRTRUSTEE
Trustee or director
1$0$0$0
CHRISTOPHER HERWEGHTRUSTEE
Trustee or director
1$0$0$0
ARA MALOYAN THRU 1024TRUSTEE
Trustee or director
1$0$0$0
MARK E PRESSEYTRUSTEE
Trustee or director
1$0$0$0
RALPH C SHELTON IITRUSTEE
Trustee or director
1$0$0$0
ALEXANDER J TEODOROTRUSTEE
Trustee or director
1$0$0$0
ARTHUR HAROLD WEISSTRUSTEE
Trustee or director
1$0$0$0
JONATHAN L WONGTRUSTEE
Trustee or director
1$0$0$0
CHARLES P CROSSTREASURER
Officer
1$0$0$0
990 for the year ended October 31, 2023: 21 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ALLAN L CASALOUSECRETARY
Officer
4.5$0$342,507$47,348
ANDREW D CAMERONGENERAL COUNSEL
Officer
2.7$0$260,702$56,587
DOUGLAS D ISMAIL PRESIDENT& CHIEF PHILANTHROPY OFFICER
Officer
10$265,469$0$30,836
THOMAS J BOYERVICE PRESIDENT/CFO (THRU 06/22)
Key employee
1.5$0$235,467$40,939
CANDLER GIBSONDIRECTOR OF MASONIC PHILANTHROPY
Highest-paid employee
10$158,279$0$38,874
CAROL R HUNTERVICE PRESIDENT/CFO
Officer
1.5$0$164,195$10,090
GREGORY CHERRYDIRECTOR OF MASONIC PHILANTHROPY
Highest-paid employee
2.5$125,261$0$16,946
DENISE AVILASENIOR MANAGER OF THE ANNUAL FUND
Highest-paid employee
10$107,162$0$21,200
MICHAEL D THIBODEAUXCHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0$0
MARK J MCNEEVICE CHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0$0
CHARLES P CROSSTREASURER
Officer
1$0$0$0
THOMAS T ALBERSTRUSTEE
Trustee or director
1$0$0$0
PAUL B BAZERKANIANTRUSTEE
Trustee or director
1$0$0$0
WALTER J CAMPBELLTRUSTEE
Trustee or director
1$0$0$0
GARRETT S CHANTRUSTEE
Trustee or director
1$0$0$0
DENNIS R MAHONEYTRUSTEE (THRU 04/23)
Trustee or director
1$0$0$0
MARK E PRESSEYTRUSTEE
Trustee or director
1$0$0$0
ARTHUR L SALAZAR JRTRUSTEE
Trustee or director
1$0$0$0
RALPH C SHELTONTRUSTEE
Trustee or director
1$0$0$0
ALEXANDER J TEODOROTRUSTEE
Trustee or director
1$0$0$0
REUBEN B ZARITRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1111 CALIFORNIA ST, SAN FRANCISCO, CA 94108-2252
Principal officer (990 for 2024)
DOUGLAS D ISMAIL, 1111 CALIFORNIA STREET, SAN FRANCISCO, CA 94108
Signed the 990
CAROL R HUNTER, CHIEF FINANCIAL OFFICER
Phone
(415) 776-7000
Return prepared by
ARMANINO ADVISORY LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7013074 or by the name CALIFORNIA MASONIC FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE CALIFORNIA MASONIC FOUNDATION'S MISSION IS TO APPLY MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES THROUGH SEVERAL IMPORTANT PROGRAMS THAT TOUCH THE LIVES OF THOUSANDS EACH YEAR.

990 for the year ended October 31, 2025

Program accomplishments

  • DISTRESSED WORTHY BROTHER FUND WAS CREATED BY MASONIC HOMES TO PROVIDE CRITICAL RELIEF TO MASONS AND THEIR FAMILIES.
    Expenses $1,222,818 · grants $1,222,818
  • ANNUAL COLLEGE SCHOLARSHIP HELPS MAKE THE DREAM OF COLLEGE A REALITY FOR HUNDREDS OF TOMORROW'S LEADERS.
    Expenses $380,000 · grants $380,000
  • MASONIC EDUCATION LEADERSHIP TRAINING (MELT) DEVELOPS FUTURE MASONIC LEADERS AND ENRICHES MASONIC EDUCATION THROUGH SPONSORSHIP OF THE WARDENS LEADERSHIP RETREATS, LODGE MANAGEMENT CERTIFICATION PROGRAM AND ENHANCED EDUCATION OPPORTUNITIES. THE FOUNDATION UNDERWRITES A GREAT PORTION OF THE PROGRAM EXPENSES EACH YEAR.
    Expenses $340,460 · grants $340,460
  • MASONIC PUBLIC EDUCATION - RAISING A READER, MASONS 4MITTS, MANAGEMENT OF SCHOLARSHIPS, OVERSIGHT AND ENCOURAGEMENT TO MORE THAN 350 LOCAL MASONIC LODGES, SPONSOR OF THE ANNUAL CALIFORNIA TEACHERS OF THE YEAR, AND ANNUAL LEADERSHIP GRANT TO MASONIC YOUTHS.
    Expenses $2,343,698 · grants $1,474,405

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file
2022October 31, 2023March 15, 2024990 on file

IRS record

EIN
23-7013074
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
1969
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$48,593,195
Income (IRS master file)
$20,487,508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$3,514,640$4,899,311$48,593,195XML
990October 2024$3,998,936$3,329,176$46,019,821XML
990October 2023$1,619,049$3,546,390$40,260,183XML
990October 2022$5,019,859$2,732,327$40,519,240IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 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 23-7013074).

Questions about CALIFORNIA MASONIC FOUNDATION

What is the EIN of CALIFORNIA MASONIC FOUNDATION?
The employer identification number (EIN) of CALIFORNIA MASONIC FOUNDATION is 23-7013074.
Is CALIFORNIA MASONIC FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to CALIFORNIA MASONIC FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CALIFORNIA MASONIC FOUNDATION 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 CALIFORNIA MASONIC FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA MASONIC FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of CALIFORNIA MASONIC FOUNDATION?
The 990 for the year ended October 31, 2025 names DOUGLAS D ISMAIL.
Who are the officers and directors of CALIFORNIA MASONIC FOUNDATION?
The 990 for the year ended October 31, 2025 lists 26 people; 4 received compensation from the organization.
How much revenue does CALIFORNIA MASONIC FOUNDATION have?
On its 990 for the year ended October 31, 2025 it reported revenue of $3,514,640, expenses of $4,899,311 and total assets of $48,593,195 at year end.

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