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Nonprofit · EIN 38-3266089

MICHIGAN MASONIC CHARITABLE FOUNDATION

Tax-exempt · ALMA, MI 48801

Financials

$4.1M$11.6M2023$3.3M$21.9M2024$18.4M$13M2025
Revenue Expenses · by fiscal year end
Financials of MICHIGAN MASONIC CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$18,427,964$13,005,898$5,422,066$146,427,324$1,027,564$145,399,760
March 31, 2025990$3,318,615$21,897,800-$18,579,185$137,133,465$1,064,147$136,069,318
March 31, 2024990$4,071,711$11,641,192-$7,569,481$145,098,250$763,454$144,334,796
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$2,017,992
of which government grants
$2,017,992
Program service revenue
$0
Investment income
$16,197,706
Net gain from sales of assets
$13,856,183
Other revenue
$212,266

Expenses

Grants and similar amounts paid
$10,361,032
Other salaries and wages
$388,165
Salaries, compensation and benefits (total)
$485,222
Professional fundraising fees
$0
Legal fees
$16,378
Occupancy
$177
Travel
$27,526
Depreciation
$36,901
Program services (functional)
$10,744,479
Management and general (functional)
$2,007,653
Fundraising (functional)
$253,766

Balance sheet and other

Total assets, start of year
$137,133,465
Total assets, end of year
$146,427,324
Total liabilities, end of year
$1,027,564
Net assets, end of year
$145,399,760
Land, buildings and equipment
$716,114
Publicly traded securities
$132,514,185
Net assets without donor restrictions
$140,320,883
Net assets with donor restrictions
$5,078,877
Gross receipts
$25,971,781
Employees
6
Volunteers
0
Year formed
1996
State of legal domicile
MI

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
Robert P ConleyFormer CEO
Officer
1$162,271$16,697
Jan CrossPresident
Trustee or director, Officer
0.25$0$0
Blair SchadlerVice President
Trustee or director, Officer
0.25$0$0
William FinkelSecretary
Trustee or director, Officer
0.25$0$0
William J SaugetChairman
Trustee or director, Officer
0.25$0$0
Craig LehrkeTrustee
Trustee or director
0.25$0$0
Todd SchmitzTrustee
Trustee or director
0.25$0$0
Gary PaquetTrustee
Trustee or director
0.25$0$0
John OsbornTrustee
Trustee or director
0.25$0$0
Jeff DowningTrustee
Trustee or director
0.25$0$0
Tom BlackTrustee
Trustee or director
0.25$0$0
Larry InschoTreasurer
Trustee or director, Officer
0.25$0$0
Mike RobertsTrustee
Trustee or director
0.25$0$0
990 for the year ended March 31, 2025: 13 people
NameTitleHours / weekCompensationFrom related orgs
Robert P ConleySystem CEO
Officer
1$17,022$153,196
Jan CrossPresident
Trustee or director, Officer
0.25$0$0
Blair SchadlerVice President
Trustee or director, Officer
0.25$0$0
William FinkelSecretary
Trustee or director, Officer
0.25$0$0
Eugene AbbaticchioChairman
Trustee or director, Officer
0.25$0$0
William J SaugetTrustee
Trustee or director
0.25$0$0
Todd SchmitzTrustee
Trustee or director
0.25$0$0
Kevin PerryTrustee
Trustee or director
0.25$0$0
Caroline AmbroseTrustee
Trustee or director
0.25$0$0
William WagnerTrustee
Trustee or director
0.25$0$0
James HuffTrustee
Trustee or director
0.25$0$0
Larry InschoTreasurer
Trustee or director, Officer
0.25$0$0
Mike RobertsTrustee
Trustee or director
0.25$0$0
990 for the year ended March 31, 2024: 15 people
NameTitleHours / weekCompensationFrom related orgs
ROBERT P CONLEYSYSTEM CEO
Officer
1$17,204$154,834
JAN CROSSPRESIDENT
Trustee or director, Officer
1$0$0
LARRY L JUDSONGRAND MASTER
Trustee or director, Officer
1$0$0
BLAIR SCHADLERVICE PRESIDE
Trustee or director, Officer
1$0$0
WILLIAM FINKELSECRETARY
Trustee or director, Officer
1$0$0
EUGENE ABBATICCHIODEPUTY GRAND
Trustee or director
1$0$0
WILLIAM J SAUGETTRUSTEE
Trustee or director
1$0$0
MAHMOUD MAKITRUSTEE
Trustee or director
1$0$0
KEVIN PERRYTRUSTEE
Trustee or director
1$0$0
CAROLINE AMBROSETRUSTEE
Trustee or director
1$0$0
WILLIAM WAGNERTRUSTEE
Trustee or director
1$0$0
JAMES HUFFTRUSTEE
Trustee or director
1$0$0
DAVID G BORINGFORMER TREAS
Trustee or director, Officer
1$0$0
LEONARD DAVISFORMER GRAND
Trustee or director, Officer
1$0$0
HOWARD CRUMITFORMER TRUST
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
1200 WRIGHT AVE, ALMA, MI 48801-1133
Principal officer (990 for 2025)
Leonard Davis, 1200 Wright Avenue, Alma, MI 48801
Signed the 990
Leonard Davis, Director of Corporate Services
Phone
(989) 463-3141
Return prepared by
YEO & YEO PC

Mission

To invest in programs and services to make life better for Michigan Masons, their families, and their communities.

990 for the year ended March 31, 2026

Program accomplishments

  • Provide financial support to Masonic affiliated residents living at Michigan Masonic Home. Approximately 28 Masonic (Total building census: 207) affiliated residents benefit from the charity of the Foundation.
    Expenses $383,447
  • Lodge and Chapter Charity Account Programming is the Gateway for allowing more lodges and chapters the opportunity to build, enrich, strengthen, and transform their relief programs and community philanthropy through scholarships, community charities, or relief aid.
    Expenses $10,111,032 · grants $10,111,032
  • The Michigan Masonic Charitable Foundation provides as a community charitable outreach program a charitable gift to the Say Detroit Charities of $500,000 annually. This year of 2026 (FY 27) we have changed our commitment to $250,000.00 annually.
    Expenses $250,000 · grants $250,000

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
38-3266089
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
1996
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$146,427,324
Income (IRS master file)
$25,971,781

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$18,427,964$13,005,898$146,427,324XML
990March 2025$3,318,615$21,897,800$137,133,465XML
990March 2024$4,071,711$11,641,192$145,098,250XML
990March 2023$12,183,044$12,139,965$121,819,574IRS
990March 2022$8,370,394$9,390,605$137,066,665IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 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 38-3266089).

Questions about MICHIGAN MASONIC CHARITABLE FOUNDATION

What is the EIN of MICHIGAN MASONIC CHARITABLE FOUNDATION?
The employer identification number (EIN) of MICHIGAN MASONIC CHARITABLE FOUNDATION is 38-3266089.
Is MICHIGAN MASONIC CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to MICHIGAN MASONIC CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MICHIGAN MASONIC CHARITABLE 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 MICHIGAN MASONIC CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MICHIGAN MASONIC CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of MICHIGAN MASONIC CHARITABLE FOUNDATION?
The 990 for the year ended March 31, 2026 names Leonard Davis.
Who are the officers and directors of MICHIGAN MASONIC CHARITABLE FOUNDATION?
The 990 for the year ended March 31, 2026 lists 13 people; 1 received compensation from the organization, the highest $162,271 (Robert P Conley, Former CEO).
How much revenue does MICHIGAN MASONIC CHARITABLE FOUNDATION have?
On its 990 for the year ended March 31, 2026 it reported revenue of $18,427,964, expenses of $13,005,898 and total assets of $146,427,324 at year end.

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