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ANNUALACHIEVEMENT REPORT

2016-2017

• WHITESTONE: A MASONIC & EASTERN STAR COMMUNITY WHITESTONE: A MASONIC & EASTERN STAR COMMUNITY • PAGE 3

Management TeamMark Kolada

Executive DirectorDianne Armstrong

Care and Wellness Center AdministratorPhil Hughes

Financial Services DirectorTracy Armwood

Human Resource DirectorTeresa Barger

Director of NursingLorri Yaskiewicz

Marketing DirectorGina Prevost

Community Life Services DirectorJim Normandin

Plant and Environmental Services DirectorJeff Leonard

Food and Beverage DirectorRebecca Gallimore

Home Care and Residential Services Director

Board of Directors as of 1/1/2017Gene Jernigan, Chairman

Helen Lentz, Vice Chair Rex Evans, Secretary

Wayne Southern, Treasurer

Don AldermanGilbert BaileyJon CanuppGene CobbKevin CombsMichael FischerRoss GellerSteven GreenSpeed HallmanWilliam HorneLinda HyattDebbie OwenDr. Billy Price Jr. Dwight (Mack) SigmonJoey TransouJames Woolard

Guiding Principle

Reflecting the values of Freemasonry and the Order of the Eastern Star, we will conduct all relationships with honor and respect, upholding our moral principles; create a culture of friendship that enhances life quality; take responsibility for our actions; and practice generosity and compassion, treating all with kindred love.

Vision Statement

Embracing our tradition of fraternal values and generosity, we will help seniors live fully in the WhiteStone community and beyond, by meeting everyday needs and more.

Mission Statement

Guided by our fraternal values, the WhiteStone community delivers senior living hospitality, services, and housing that nurture individuals physically, spiritually, and intellectually.


CHAIRMAN &EXECUTIVE DIRECTOR MESSAGE

For 104 years, the NC Masonic and Eastern Star fraternities and their numerous partners around the state have ensured that WhiteStone: A Masonic and Eastern Star Community continues its rich tradition of providing exceptional retirement living while also fulfilling its charitable fraternal mission. In reflecting on the events and achievements since our last report, we are humbled by our progress as an organization, but aware of the need to continue to strive for excellence, to be innovative, and to deliver on our vision.

One of the challenges those of us in senior living face is finding the right balance between being fiscally responsible while ensuring the best service and care for our residents. Included in this report is our consolidated financials, which show another solid year of operational performance. In addition, the Care Center was once again rated a five-star community by

the Center for Medical Services. Our sixth bi-annual resident satisfaction survey revealed high scores, with 86 percent of our residents reporting very high satisfaction with living at WhiteStone, and 87 percent stating they would recommend the community to friends and family.

We are proud of the service and care our employees provide with the resources we have; however, we recognize there is always room for continual improvement.

During the past 12 months, we have made significant progress in two important areas. First, we have continued to work on the strategic plan for our community. Our master plan, which was completed in late 2015, provided for a new assisted living building, renovation of the Care and Wellness Center and the addition of an independent living building.

With the concept completed, we have moved on to the challenging tasks of completing the final design

of the project and have assembled our development team. Life Care Services Development has been selected as our developer, SFCS will serve as architects for the project, and Cain Brothers will be the underwriters. It is expected that by late 2017, we will begin presales and hope to break ground in 2019. We are cautiously optimistic about moving forward with this exciting plan as we feel it positions our retirement community for expanded growth and continued success in the decades to come for a new generation of retirees.

Secondly, in partnership with the Masonic and Eastern Home Foundation LLC (MESH Foundation), we have made significant progress in the development of a statewide outreach program. For years, our fraternities have admired the fraternal outreach programs of other states and have wished that we could someday be able assist our members in their own home.

“Coming together is

a beginning, keeping

together is progress;

working together is

success.”

-- Henry Ford.

We are pleased to announce that the dream has finally become a reality. The North Carolina Masonic and Eastern Star Outreach Program (MESOP) has been established and is now able to provide needed assistance and services to members and their spouses who are struggling at home. We recognize that not all of our aging fraternal members necessarily want to move to Greensboro to spend their golden years, but at the same time may be faced with financial, health or caregiver challenges. We think the

outreach program is a game changer for our charity and we look forward to seeing it exponentially grow.

Finally, our fraternal charity continues to be the core of our mission. Thanks to the ongoing financial support of the North Carolina Masonic Foundation, Eastern Star Foundation, and MESH Foundation LLC, we are able to help our members, and their families in need. We also thank our fraternal Sisters and Brothers for their time, talents, and financial resources to support our beloved charity at

WhiteStone. We hope you enjoy reviewing in the following pages our charity report, as well as a personality profile of the first Master of MESH lodge -- and the profound impact you and our partners have in providing for others.

On behalf of the Board of Directors, staff, and management team at WhiteStone, we thank you for your support or our beloved home and its charity.

Gene Jernigan, ChairmanMark Kolada, Executive Director

Gene Jernigan, Chairman Mark Kolada, Executive Director


MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA, INCORPORATEDD/B/A WHITESTONEStatement of OperationsYear Ended December 31, 2016

2016 2015Revenues, gains and other support:

Net resident service revenues 4,741,977$ 4,718,808$ Net patient health care revenues 8,628,730 9,067,975 Amortization of advance fees 1,648,938 1,894,916

Total revenues, gains, and other support 15,019,645 15,681,699

Expenses and losses:Salaries and benefits 7,643,784 7,740,613 Contract labor 10,025 10,105 Medical supplies and services 1,302,824 1,767,870 Food supplies and services 880,337 863,231 Other supplies and activities 585,987 527,876 Utilities and communications 709,050 687,378 Repairs and maintenance 550,825 464,369 Property and liability insurance 209,540 181,099 Depreciation 1,631,864 1,625,583 Amortization of contract acquisition costs 260,497 259,766Interest expense 1,728,564 1,647,789 Bad debts 176,963 133,051 Management fees 519,671 559,376 Other administrative expenses 488,397 599,657

Total expenses and losses 16,698,328 17,067,763

Operating loss (1,678,683)$ (1,386,064)$

Contributions 687,863 1,326,796 Investment income 489,377 9,630 Other income 27,288 6,929 Release from restriction 12,874 3,288

Total nonoperating income 1,217,402 1,346,643

Decrease in net assets without donor restrictions (461,281)$ (39,421)$

MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA, INCORPORATEDD/B/A WHITESTONEStatement of Financial PositionDecember 31, 2016

2016 2015Current Assets:

Cash and cash equivalents 1,637,471$ 3,432,604$ Investments 7,108,685 4,917,395 Assets limited as to use - current 5,536,094 5,551,703Accounts receivable, net of allowance for doubtful amounts 827,000 989,881 Accounts receivable, other 1,115,839 666,642 Prepaid expenses and other assets 309,079 328,288

Total current assets 16,534,168 15,886,513

Long-Term Investments, Deferred Costs and Other Assets:Long-term investments 107,344 107,344 Assets limited as to use - long-term 1,451,534 1,477,370 Assets in split-interest agreements 4,897,168 4,913,246 Deferred costs, net 1,041,966 1,302,462

7,498,012 7,800,422

Property and equipment, net 32,167,444 32,762,206

Total assets 56,199,624$ 56,449,141$

Current Liabilities: 2016 2015Current portion of long-term debt 315,000 300,000$ Accounts payable 856,717 660,547 Accrued expenses 1,098,140 1,153,206 Refundable advance fees, current 567,852 563,786

Total current liabilities 2,837,709 2,677,539

Long-term debt 20,925,122 21,175,695

Deferred Revenue and Other Liabilities:Deferred revenue from advance fees 12,426,535 12,818,119 Refundable advance fees 3,242,428 3,061,696 Deposits on unoccupied units 79,526 88,185 Resident trust funds 380,693 430,744

Total deferred revenue and other liabilities 16,129,182 16,398,744 Total liabilities 39,892,013 40,251,978

Net Assets: Without Donor Restrictions 7,155,906 7,617,187 With Donor Restrictions 9,151,705 8,579,976

Total net assets 16,307,611 16,197,163

Total liabilities and net assets 56,199,624$ 56,449,141$

Assets

Liabilities and Net Assets

2016 Operating Highlights• $14M annual operating budget• Independent Living 96% average occupancy• Assisted Living/Memory Care unit 97% average occupancy• Care and Wellness Center 93% average occupancy• Total admissions in 2016 to the Care and Wellness Center: 347• Number Independent Living sales: 17• Total number of employees: 254 (136 full time, 118 part time)• Resident age range: 65 to 111• 5 Star ranking of Care and Wellness Center by Center for Medicare and Medicaid Services (CMS)

During the past year, WhiteStone continued its charitable program by providing financial assistance for those in need. The community in 2016, subsidized approximately 40 fraternally related residents (14 Eastern Star Members, 7 Masonic Members and 19 Masonically affiliated family members) at a total cost of $1.2M. This support came in the form of paying for room and board, medical supplies, pharmacy needs and other expenses that the residents otherwise could not

afford to pay for themselves. Of these 40 residents, 19 were in Medicaid nursing home beds, and 21 were

living in residential apartments. Beginning 2014, WhiteStone in

partnership with the NC Masonic and Eastern Star Home Foundation LLC made available four one bedroom units and two studio rooms for Fraternal Members who could not afford either the entrance fee and/or monthly fee. The MESH Foundation LLC has now had over 20 fraternal applications approved since 2014 to receive financial assistance. In 2016, 7 additional applications for fraternal assistance were approved.

In addition to this direct financial support for fraternal residents, WhiteStone offers an “adopt a resident” program, where Masonic lodges and Eastern Star chapters adopt a fraternal resident and provide gifts, cards, and other support directly to those individuals on an ongoing basis. In 2016, 37 Eastern Star Chapters and 32 Masonic Lodges had adopted 42 fraternally related residents in need.

In October of 2009, WhiteStone initiated the medical equipment loan/information hotline to assist fraternal members with their needs. The community routinely loans surplus equipment and provides guidance and assistance to those fraternal members and family requiring additional information for programs such as Medicaid, Medicare and Veterans support.

CHARITABLE PROGRAMS THRIVING

• $14M annual operating budget • Independent Living 96% average occupancy • Assisted Living/Memory Care unit 97% average occupancy • Care and Wellness Center 93% average occupancy • Total admissions in 2016 to the Care and Wellness Center: 347 • Number Independent Living sales: 17 • Total number of employees: 254 (136 full time, 118 part time) • Resident age range: 65 to 111 • 5 Star ranking of Care and Wellness Center by Center for Medicare and Medicaid Services (CMS)

CHARITABLE CONTRIBUTIONS TO THE COMMUNITY

2016 2015 2014 2013 2012

+Masonic Charities $584,179 $579,491 $124,853 $171,741 $419,338 +Eastern Star Charities $216,654 $428,636 $362,250 $131,285 $325,665 *NC Masonic and Eastern Star Foundation LLC

$316,699 $339,768

$379,591 $339,621

Individual Contributions $659,829 $731,440 $250,663 $523,233 $221,129 **TOTAL $1,101,047 $1,447,003 $1,117,357 $1,023,330 $966,338

+ This amount includes total dollars given both directly to WhiteStone as well as to the MESH Foundation LLC. *This amount is the total given directly to WhiteStone. ** Grand Total of donations given directly to WhiteStone from Masonic, Eastern Star, MESH LLC and individual sources. NC Masonic and Eastern Star Foundation LLC was established in 2012 to help administer and fund fraternal based charity.

During the past year, WhiteStone continued its charitable program by providing financial assistance for those in need. The community in 2016, subsidized approximately 40 fraternally related residents (14 Eastern Star Members, 7

WhiteStone thankS the nC MaSoniC Foundation, nC eaStern Star

Foundation, and the nC MaSoniC and eaStern Star Foundation LLC, For

their Strong partnerShip and Continued Support oF our FraternaL Charity.

North Carolina Masonic and Eastern Star Home Foundation, LLC 700 South Holden Road

Greensboro, North Carolina 27407

To:

The North Carolina Masonic Foundation The North Carolina Eastern Star Foundation The Grand Lodge of North Carolina The Grand Chapter of North Carolina

From:

The managers of the NC Masonic and Eastern Star Foundation, LLC.

Date:

May 12, 2017

Subject: 2016 annual report I would like to take this opportunity to thank the Grand Lodge of North Carolina for nominating and the North Carolina Masonic Foundation for appointing me to serve the NC Masonic and Eastern Star Home Foundation, LLC. I would also like to once again extend our gratitude to Mr. Mark Kolada, Executive Director of WhiteStone, for his contribution of time, talent, and advice to this Board. My sisters and brothers, in the few short paragraphs below I will attempt to summarize the accomplishments of the Masonic and Eastern Star Home Foundation, LLC for 2016. First and foremost, these are your accomplishments. You, the members of our great fraternities, have made these things possible. On behalf of all the Mangers, I would like to express my gratitude and never ending amazement at the generosity of the members of the Masonic and Eastern Star fraternities. We would like to especially thank the Masonic Foundation and the Eastern Star Foundation for their excellent stewardship and donations to the MESH Foundation LLC. In April we negotiated an agreement with First South Bank of NC, to provide banking services on a no fee basis. This resulted in a savings of approximately $500.00 per year in bank fees and charges. Additionally, we are now able to effect secure wire transfer of funds and scan donation checks without fees. We were called upon to provide $600.00 in emergency assistance to help a fraternal member and his wife stay in his local facility so that he could remain active in his community. This particular case brought to our attention a critical need and began the process of instituting and developing


M a s o n i c L o d g e C O N T R I B U T I O N S M a s o n i c L o d g e C O N T R I B U T I O N SThe averages per Mason, per their lodge for 2016 The averages per Mason, per their lodge for 2016

LODGE DIST. NAME 2016 AVG. LODGE DIST. NAME 2016 AVG. LODGE DIST. NAME 2016 AVG. LODGE DIST. NAME 2016 AVG. LODGE DIST. NAME 2016 AVG. LODGE DIST. NAME 2016 AVG. LODGE DIST. NAME 2016 AVG. LODGE DIST. NAME 2016 AVG.

1 12 St John’s 4.02 2 08 Royal White Hart 9.52 3 07 St. John’s 10.05 4 10 St. John’s 14.21 5 05 Charity - 7 1 Unanimity - 8 17 Phoenix 2.16 10 08 Johnston Caswell 3.52 11 22 Caswell Brotherhood 8.04 13 11 St. John’s - 17 05 American George - 19 19 Eagle 17.53 27 30 Statesville 4.51 31 32 Phalanx 11.42 32 28 Stokes 12.42 39 05 Davie 2.71 40 15 Hiram 11.03 45 33 Liberty - 53 1 Hall 7.39 58 09 Concord 2.03 59 03 Perseverance 9.30 64 29 Kilwinning 36.70 75 1 Widow’s Son 1.12 76 23 Greensboro 0.56 81 07 Zion 6.87 83 04 Lafayette 5.08 84 16 Fellowship 14.93 85 09 Morning Star 4.03 90 05 Skewarkee - 91 38 Western Star - 92 16 Joseph Warren - 95 06 Jerusalem 5.80 97 14 Millbrook - 98 11 Hiram 51.10 99 28 Fulton 27.52 102 20 Columbus 23.10 104 03 Orr 5.60 106 1 Perquimans - 109 04 Franklin 7.85 112 10 Wayne 10.34 113 19 Person 34.73 114 18 St. Alban’s - 115 15 Holly Springs 23.38 117 16 Mt. Lebanon - 118 39 Mt. Hermon 8.63 122 13 Oxford 0.39 123 13 Franklinton -

453 40 Clyde 17.24 454 25 Elkin - 459 40 Dillsboro 1.81 460 38 Cliffside 8.17 461 32 Matthews - 462 36 South Fork 2.07 463 1 Currituck 3.36 471 30 Grassy Knob - 472 40 Sonoma - 473 27 Lexington Memorial 2.90 474 18 St. Pauls - 475 6 Grimesland - 479 7 Rainbow - 482 38 Polk County Unity - 483 33 Traphill 4.99 484 21 Southern Pines 17.59 486 35 Lawndale - 489 37 Linville - 491 39 Hominy 48.94 492 22 Thomas M. Holt 16.24 493 25 Pilot 13.12 495 21 Rockingham 15.63 496 30 Mooresville - 497 8 Royal Hart 4.42 498 6 Ayden - 499 13 Creedmoor - 500 14 Raleigh 7.70 501 18 Red Springs - 502 34 Cookville 24.13 505 36 Cherryville - 509 3 Belhaven - 515 36 Whetstone 24.18 517 6 Farmville 1.83 519 8 Widow’s Son - 521 2 Manteo 10.57 525 9 Rodgers - 527 16 Lucama 11.22 528 18 Fairmont - 529 41 Andrews 5.95 532 21 Hamlet 32.72 534 35 Camp Call 0.68 535 38 Hollis - 542 23 Corinthian 10.58 543 28 Spencer 27.89 544 36 Mount Holly 8.54 550 21 Roman Eagle 2.14 551 40 Glenville -

125 11 Mill Creek 69.75 126 1 Gatesville 6.26 127 24 Blackmer 38.92 128 24 Hanks 17.24 129 22 Dan River - 132 06 Radiance 16.23 134 27 Mocksville - 136 22 Leaksville 0.18 137 34 Lincoln 6.38 138 12 King Solomon - 143 20 Mt. Vernon - 145 41 Junaluskee 4.93 146 41 Cherokee 1.69 147 20 Palmyra 0.64 149 13 Adoniram - 150 29 Pee Dee 30.85 151 20 Sanford - 154 28 Scotch Ireland 0.32 155 14 White Stone 4.00 158 19 Knap Of Reeds 5.84 162 25 Yadkin 6.29 165 14 Archer 20.48 167 26 Winston 26.52 170 39 Blackmer 4.21 172 20 Buffalo - 176 31 Williams 16.74 181 21 Carthage - 187 9 Central Cross 7.11 188 24 Balfour - 190 18 Fair Bluff - 191 16 Granite - 198 15 Cary 31.68 202 35 Cleveland 0.35 205 31 Long Creek 24.04 206 11 Mingo 26.64 207 18 Lebanon 2.22 208 10 Mt. Olive 3.40 210 19 Eno 6.94 214 27 Thomasville 10.15 217 34 Catawba Valley 16.53 218 14 William G. Hill 0.52 226 30 Olin 11.72 229 13 Henderson 1.76 230 9 Corinthian 0.30 231 15 William T. Bain 30.33 237 34 Mystic Tie 1.82 240 5 Wiccacon -

552 23 Revolution 48.37 554 37 Vesper 3.97 555 21 Elise 1.94 556 20 Neill S. Stewart - 558 25 Ararat - 561 39 Swannanoa 7.14 562 29 Waxhaw 10.71 563 18 Tabor - 564 4 Richlands 16.72 565 14 Wendell 10.64 568 7 Doric - 571 30 Snow Creek - 573 33 Mt. Pleasant 4.27 576 28 Andrew Jackson 55.56 578 29 Meadow Branch 4.23 579 35 Casar 64.75 583 7 Ionic 18.52 584 15 Apex 6.56 585 11 Roseboro - 589 6 Bethel 3.64 590 36 Lowell - 592 34 Maiden 3.76 593 30 Stony Point 8.16 594 33 Ashe 8.62 595 Wallace #DIV/0! 596 12 Waccamaw - 598 37 Cranberry 5.17 602 9 Queen City - 606 34 Riverside - 609 14 Zebulon 4.29 612 12 Atkinson 12.88 613 10 Home 9.42 616 25 Round Peak 130.05 617 16 St Patrick’s - 618 28 Union 26.74 624 13 John H. Mills - 626 28 Cannon Memorial 51.35 627 36 Belmont 2.42 629 26 Walnut Cove 22.16 634 10 Goldsboro - 637 29 Yadkin Falls 1.24 643 18 Proctorville - 646 17 Bladen - 650 39 Nichols-W. Asheville 3.81 654 21 Elberta 9.71 656 23 Guilford 15.39 657 28 Keller Memorial 4.07

243 6 Grifton 7.31 244 29 Monroe - 248 34 Catawba 47.13 249 12 Pythagoras - 253 30 Lee - 257 16 Kenly 19.44 258 15 Fuquay 3.46 259 40 Waynesville 13.99 261 32 Excelsior 1.19 262 34 Hibriten - 263 36 Gaston 18.28 265 27 Farmington - 267 38 Dunn’s Rock 8.69 271 23 Tabasco 1.15 272 22 Bingham 3.91 276 29 Beaver Dam 2.14 277 15 Green Level 46.96 279 11 Rehoboth - 282 14 Wake Forest 7.61 283 28 Eureka 4.77 284 6 Greenville 1.78 289 26 Salem 3.10 292 39 French Broad 3.22 293 39 Vance - 294 3 Atlantic 6.07 296 5 Stonewall - 299 30 Harmony 35.39 301 41 Clay 5.85 302 20 Lillington - 304 10 Pleasant Hill - 305 21 Laurinburg - 306 21 Raeford 0.79 314 1 New Lebanon 5.15 317 1 Eureka 1.16 319 12 Wilmington - 320 16 Selma 24.51 322 25 Granite 5.11 331 7 Bayboro - 339 35 Fairview 3.02 340 10 Harmony 1.45 343 34 Hickory - 344 23 Numa F. Reid 4.62 348 29 Stanly 11.36 352 19 Durham 32.67 356 35 Fallston 2.08 357 37 Bakersville - 358 40 East LaPorte -

658 11 Beulaville 6.43 663 39 Black Mountain 5.56 664 11 Garland - 667 17 Ft. Bragg 0.81 669 26 Kernersville 8.97 670 34 Lovelady 1.76 672 41 Robbinsville - 674 23 Acacia - 675 3 Washington 10.46 676 32 Temple 40.62 678 3 Providence - 679 17 Creasy Proctor - 680 4 Semper Fidelis 0.34 683 14 Rolesville 7.27 685 26 Piedmont-Pioneer 8.02 686 20 Angier - 687 19 Fellowship 79.94 688 7 Cherry Point 6.62 689 8 Scotland Neck 3.81 690 30 Mt. Moriah 40.00 691 25 Renfro 7.48 692 31 East Gate - 693 32 Charles M. Setzer 0.85 694 23 Gate City 5.25 695 28 Allen Graham 0.20 697 13 Butner - 698 2 Cape Hatteras - 699 24 Asheboro 22.38 701 15 Garner 2.97 702 31 St. Andrew - 703 29 Albemarle 4.10 704 36 King Solomon 2.68 705 10 Richard Caswell - 706 4 Newport - 707 26 Forsyth - 708 6 Crown Point - 709 34 Conover 52.61 710 27 Advance - 712 16 Wilson 0.80 713 36 Stanley 36.66 714 24 Liberty 21.68 715 31 Derita 8.36 717 37 Burnsville 0.56 718 24 Troy 23.97 719 38 Horse Creek - 720 28 Cabarrus 6.69 722 26 King 10.81

359 7 Mount Vernon 13.60 363 33 Snow 3.51 369 36 Gastonia 1.07 373 33 Ashler 2.70 374 30 Campbell 7.76 375 35 State Line - 377 13 Youngsville - 378 5 Seaboard - 379 11 Coharie 12.00 380 13 Granville 4.55 381 38 Forest City 17.70 384 22 Jefferson Penn 17.74 386 40 Pigeon River - 387 38 Kedron 27.85 388 35 Friendship - 390 25 Copeland 4.60 391 17 Lebanon 11.97 395 12 Orient - 397 37 Bald Creek 4.70 401 34 Joppa - 403 20 Siler City - 404 27 Denton 4.38 405 4 Ocean - 407 33 N. Wilkesboro 1.43 408 19 University 0.19 409 22 Bula 1.70 411 9 Bailey 1.07 412 13 Henry F. Grainger 107.14 413 13 James A. Johnson - 417 18 Maxton 4.30 418 5 Pendleton - 420 25 Harmon - 423 33 Sparta - 426 41 Montgomery 40.03 427 40 Oconee 0.33 428 23 Stokesdale - 429 4 Seaside - 431 16 Relief - 432 33 Piney Creek - 433 7 Vanceboro 14.09 434 26 West Bend 35.28 435 41 Blue Ridge 9.62 437 24 Biscoe - 439 41 Marble Springs - 444 24 Marietta - 446 39 Biltmore - 447 8 Enfield 0.88

723 5 Winton - 724 7 Berne 11.17 725 7 Grantham - 727 12 Shallotte 2.35 730 17 Stedman - 732 24 Bush Hill 13.24 733 4 Stump Sound - 734 6 William Pitt 35.59 735 14 James B. Green 10.57 736 4 New River 1.12 737 32 Steele Creek 0.37 738 31 West Gate 31.96 739 31 Newell - 740 15 Charles B. Newcomb 9.69 741 4 Crissie Wright - 742 32 Mint Hill 10.06 743 14 J. J. Crowder 8.38 744 35 Shelby 1.03 745 15 Vandora 50.64 746 23 P P Turner 14.86 747 2 Ocracoke - 749 29 Truth 4.66 750 19 Oak Grove 6.63 751 26 Old Town 20.12 752 27 Enterprise - 753 12 Federal Point - 755 26 Clemmons 80.68 756 17 Clifford Duell 16.16 757 34 Denver 6.26 758 12 Oak Island 2.30 759 32 Polk 29.03 760 23 Wilkerson College 2.72 761 13 Orphans 13.79 762 19 Mosaic 2.50 763 20 Friendship - 764 32 Knights of Solomon 37.80 765 12 Ashlar 29.45 766 4 Knights of Solomon 75.08 767 28 Sophia 3.21 768 15 Knights of Solomon 138.11 769 39 Veritas 5.88 770 State College 2.00 771 23 MESH 8.00 Lux Libertas UD 9.69 Totals


North Carolina Masonic and Eastern Star Home Foundation, LLC700 South Holden Road


To: The North Carolina Masonic Foundation The North Carolina Eastern Star Foundation The Grand Lodge of North Carolina The Grand Chapter of North Carolina

From: The managers of the NC Masonic and Eastern Star Foundation, LLC.

Date: May 12, 2017

Subject: 2016 annual report

I would like to take this opportunity to thank the Grand Lodge of North Carolina for nominating and the North Carolina Masonic Foundation for appointing me to serve the NC Masonic and Eastern Star Home Foundation, LLC. I would also like to once again extend our gratitude to Mr. Mark Kolada, Executive Director of WhiteStone, for his contribution of time, talent, and advice to this Board.

My sisters and brothers, in the few short paragraphs below I will attempt to summarize the accomplishments of the Masonic and Eastern Star Home Foundation, LLC for 2016. First and foremost, these are your accomplishments. You, the members of our great fraternities, have made these things possible. On behalf of all the Managers, I would like to express my gratitude and never ending amazement at the generosity of the members of the Masonic and Eastern Star fraternities. We would like to especially thank the Masonic Foundation and the Eastern Star Foundation for their excellent stewardship and donations to the MESH Foundation LLC.

In April we negotiated an agreement with First South Bank of NC, to provide banking services on a no fee basis. This resulted in a savings of approximately $500.00 per year in bank fees and charges. Additionally, we are now able to effect secure wire transfer of funds and scan donation checks without fees.

We were called upon to provide $600.00 in emergency assistance to help a fraternal member and his wife stay in his local facility so that he could remain active in his community. This particular case brought to our attention a critical need and began the process of instituting and developing an “Outreach Program.” Our concept of this program is to be able to help assist our fraternal members in matters involving long term health care without the necessity of moving to WhiteStone. We feel that keeping our members and families together in their established community should be a priority. We are looking at a few models from different States and are in the process of adapting them to our needs. It is our goal to be able to offer some type of assistance during the summer or fall of 2017.

During 2016 we processed ten (10) applications for assistance:

a. Seven (7) were approvedb. One (1) was withdrawnc. One (1) was declared ineligibled. One (1) is still pending

During this year we received donations in the following categories:

a. Direct from membership $267,374.00b. Masonic Foundation $252,131.00c. OES Foundation $166,499.26d. Misc. $ 6,100.00

During the same period, we provided the following assistance:

a. New Residence Assistance $179,833b. Fraternal Assistance $137,470

In 2016 we had the following expenses:

a. Backshop fees (postage, acknowledgement cards, etc) $461.82b. Bank Fees $380.00

Sisters and Brothers, if I may recap for you, during 2016 the LLC received $697,000.00 in funding and administered $317,300.00 in assistance to WhiteStone fraternal residents, with overhead expenses of $840.00. This amounts to a 0.2% administrative fee. Keeping our administration fee to less than 1% is something that everyone can be proud of. Currently we have a surplus of $385,300.00, which amounts to approximately one year’s operating expenses; which is within our established parameters. Additionally, we have established an endowment fund to help ensure our ability to meet our obligations in the future. The Endowment Fund balance of April 30th, 2017 is $465,374.57.

In conclusion, this has been a busy and active year for the LLC. I appreciate all the hard work and effort the Managers have put in to make this such a successful year. As you can see from the financials, we have exercised good stewardship over our donated funds and I believe that we are on track to meet and exceed our objectives. We thank you all for the encouragement and support. If I, or any of the Managers, can be of assistance or answer any questions please do not hesitate to call. We are always happy to inform our fraternal members of the good things that are happening in their name.

The current managers and their terms of service are:

Jack Walters GL Nominee December 31, 2017Jim Lassiter OES Nominee December 31, 2018Roseanna Rigdon OES Nominee December 31, 2019Steve Burgess GL Nominee December 31, 2020Betsy Rhew OES Nominee December 31, 2021

Respectfully submitted on behalf of the 2016 Managers.

Steve BurgessChairman

North Carolina Masonic and Eastern Star Home Foundation, LLC 700 South Holden Road


To:

The North Carolina Masonic Foundation The North Carolina Eastern Star Foundation The Grand Lodge of North Carolina The Grand Chapter of North Carolina

From:

The managers of the NC Masonic and Eastern Star Foundation, LLC.

Date:

May 12, 2017

Subject: 2016 annual report I would like to take this opportunity to thank the Grand Lodge of North Carolina for nominating and the North Carolina Masonic Foundation for appointing me to serve the NC Masonic and Eastern Star Home Foundation, LLC. I would also like to once again extend our gratitude to Mr. Mark Kolada, Executive Director of WhiteStone, for his contribution of time, talent, and advice to this Board. My sisters and brothers, in the few short paragraphs below I will attempt to summarize the accomplishments of the Masonic and Eastern Star Home Foundation, LLC for 2016. First and foremost, these are your accomplishments. You, the members of our great fraternities, have made these things possible. On behalf of all the Mangers, I would like to express my gratitude and never ending amazement at the generosity of the members of the Masonic and Eastern Star fraternities. We would like to especially thank the Masonic Foundation and the Eastern Star Foundation for their excellent stewardship and donations to the MESH Foundation LLC. In April we negotiated an agreement with First South Bank of NC, to provide banking services on a no fee basis. This resulted in a savings of approximately $500.00 per year in bank fees and charges. Additionally, we are now able to effect secure wire transfer of funds and scan donation checks without fees. We were called upon to provide $600.00 in emergency assistance to help a fraternal member and his wife stay in his local facility so that he could remain active in his community. This particular case brought to our attention a critical need and began the process of instituting and developing


Al Phillips knows a blessing when he sees one.

And he works hard to be a blessing himself.

Not a day goes by that he doesn’t think of – and give thanks for – the generous donations that allowed him to find a modest room at WhiteStone: A Masonic and Eastern Star Community after his wife died in 2015.

Donations to the MESH Foundation LLC go directly to help Masonic brethren, sisters of the Eastern Star, and their immediate families make do financially when money runs unexpectedly short. Donations from lodges, Masonic and Eastern Star members and those who love and respect their passion for the Craft help cover room costs, medical emergencies, expensive and unplanned dental surgeries and the like.

Al gets help with his rent – the foundation pays the difference between his Social Security check and the rate for the room.

“I am proud to say it: The North Carolina Masonic Foundation helped me get here, and stay here,” says Phillips, who moved in after Barbara, his wife of 56 years, died in 2012.

The couple at the time were living with their youngest son, Joe. After Barbara passed away, Joe suggested to his dad that he apply to move into WhiteStone.

“Both Joe and his wife worked, and if something happened to me, they couldn’t be with me all day,” Al says. “This was a perfect solution.”

He moved in and soon found new friends and grew a deep appreciation for the brethren and their families whose donations made his stay possible.

Al became a Master Mason in November 1977 and was a member of Guilford #656. He is a Past Master of Guilford and is the inaugural Master

of MESH #771. He also has been a member of the Greensboro Valley Scottish Rite since 1978 and is a 32nd Degree Mason. In 1979, he joined the York Rite and went through the three bodies of Chapter, Chancellor and Commander. He worked hard and received the Knights York Court of Honor.

Because of their exemplary service to the International Order of the Rainbow for Girls, Al and Barbara were honored with the Grand Cross of Color in 1983. Because of Al’s commitment to his Scottish Rite lodge, he was granted Knight Commander of the Court of Honor in 1993. In 2001, he was given the Order of the Purple Cross as an Associate Regent, the highest honor given by the York Rite College. In 2003, Al explored and became a member with the Grand Chapter of the Royal Arch Masons of North Carolina. After eight years, Al was elected as Grand High Priest in 2011 and was also honored as Knight Grand York Cross of Honor.

Al is also a member of the Shrine and the Past Master’s unit. In addition, Al also served as Chapter Dad for the Greensboro Order of DeMolay in 1980.

Al is not a man who misses a chance to give back.

After years of hard Masonic work, he again joined his brethren in creating the new MESH #771 lodge at WhiteStone. The lodge meets on the second Saturday of each month, which allows those who can’t drive at night to come during daylight and is a good time for fellow WhiteStone Masons to join. Visitors, including Grand Line officers, attend regularly. They have some 75 members now, and expect more to join.

This lodge does other things a little differently, he said, Because there’s no overhead – no lodge to build or maintain – dues are gathered and donated to the Masonic

AL PHILLIPSMaster MESH Lodge No. 771

BROTHER AL PHILLIPS:A MASTER IN PROFILE

Home for Children at Oxford and the WhiteStone employee fund, a collection that offers a little financial help to the workers who care so well for residents at WhiteStone. As time goes by, some of that money will also be donated to the new Masonic and Eastern Star Outreach Program.

Al credits the lodge’s wardens, Eddie Moody and Gene Lewellyn, among others for making this lodge special – MESH #771 was named a Lion and Pillar Lodge of Excellence for 2017.

He loves living and making a difference at WhiteStone.

“There is so much to do for people in homes like this,” he says. “But you have to make an effort.”

He spends much of his time calling on his fellow Masons at WhiteStone to make sure they know they are welcome at lodge.

“A lodge is not one person,” he says. “The master happens to be the one who sets the direction but if you have good people in the room, you have a real gift.”

WHITESTONE: A MASONIC & EASTERN STAR COMMUNITY • PAGE 13

What to Expect◊ Our Care Managers will conduct

an initial telephone interview that lasts 30-60 minutes.

◊ Once completed a care manager will then determine if a home visit is needed and a more extensive application filled out.

◊ Care Managers will develop a comprehensive care plan if required and follow up with you throughout the year to ensure your needs are being met.

Approved by Clearing Committee

Need Help?Unsure who to call?

Call MESOP for a free consultation and telephone screening.

The outreach program is provided to all North Carolina Masons and Eastern Star members and their spouses. Assistance provided but not limited to:

• Emergency Financial Assistance

• Long Term Financial Assistance

• Long Term Care Referral

• Case Management

• Support for Widows/Widowers

“Had this program been available

years ago I could have stayed in my

home a lot longer with assistance

from MESOP”

Need Assistance?Call MESOP

Struggling to pay your monthly bills? Need help dealing with health care challenges? Don’t know what long term care solutions are available for a loved one? CALL MESOP and we will assist in the following:

• Emergency or long term financial assistance to remain in your own home.

• Case Management assistance to help access benefits such as Medicare, Veteran, and Medicaid programs.

• Assistance accessing local resources such as transportation, meals on wheels, home care services etc.

• Long Term Care Referrals

North Carolina Masonic and Eastern StarOutreach Program

(MESOP)A Partnership between WhiteStone: A Masonic and Eastern Star Community

and the NC Masonic and Eastern Star Home Foundation LLC

Case management and support for Masonic and Eastern Stars members and their spouses throughout North Carolina.

For more information, contact:

Crystal CarterOutreach Coordinator

Phone: 336-601-5593 or 1-833-853-1449

Email: [email protected] S. Holden Road

Greensboro NC 27407


HIGHLIGHTS and ACTIVITIES 2016

Photos courtesy of Fred Wilkerson, resident of WhiteStone

WhiteStone: A Masonic and Eastern Star Community700 South Holden RoadGreensboro, NC 27407

(336) 547-2947www.liveatwhitestone.org

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