Ba Mason Trust
Ba Mason Trust is a private foundation, based in Chippewa Falls, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 2 grants totaling $300K. Net investment income was $339K.
Ba Mason Trust at a glance
In short: Ba Mason Trust gave $300K across 2 grants in 2025 (avg $150K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $300,000
- +13.2% vs 2024
- Grants made (2025)
- 2
- -66.7% vs 2024
- Average grant
- $150,000
- +239.6% vs 2024
- Median grant
- $150,000
- Total assets
- $5,564,156
- +0.4% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ba Mason Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Chippewa Valley Health Cooperative ($250K). Together the top 2 received $300K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 15 grants of 25 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Ba Mason Trust gives
- Giving grew 119% from 2022 to 2025. Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $137K (2022) to $300K (2025). In 2025 it made 2 grants totaling $300K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chippewa Valley Health Cooperative Chippewa Falls, WI | Charitable | $250,000 |
| Veritas Classical Academy Chippewa Falls, WI | Charitable | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,564,156 | $368,576 | $342,709 | $300,000 | 2 | $301,250 | $339,495 | $302,207 |
| 2024 | $5,540,352 | $894,830 | $303,843 | $265,000 | 6 | $265,950 | $866,597 | $281,042 |
| 2023 | $4,947,244 | $223,548 | $185,193 | $145,000 | 4 | $146,092 | $196,489 | $263,723 |
| 2022 | $4,902,511 | $88,042 | $166,307 | $137,000 | 6 | $137,850 | $168,430 | $266,520 |
| 2021 | $4,994,134 | $587,917 | $239,800 | $207,500 | 7 | $208,250 | $502,886 | $287,468 |
| 2020 | $4,676,816 | $304,206 | $241,278 | $210,500 | 12 | — | $259,211 | $250,909 |
Under IRS private-foundation payout rules, Ba Mason Trust reported a distributable amount of $302K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ba Mason Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lori Geissler
Trustee
On filings since 2020
8 hrs/week
No compensation reported
Timothy Scobie
Trustee
On filings since 2020
8 hrs/week
No compensation reported
Stephanie Scobie-McIntrye
Trustee
On filings since 2021
8 hrs/week
No compensation reported
Former officers (2)
- Former: The Mark Orgel Investment Group (2020–2023) — Trustee
- Former: Stephanie Scobie (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Ba Mason Trust
How much does Ba Mason Trust give each year?
Ba Mason Trust gave $300K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $265K across 6 grants.
How large is Ba Mason Trust?
Ba Mason Trust reported $5.6M in total assets on its 2025 IRS Form 990-PF. It paid out $301K in qualifying distributions that year, against a required minimum of $302K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Ba Mason Trust operate?
Ba Mason Trust has awarded grants in Wisconsin.
What is Ba Mason Trust's EIN?
Ba Mason Trust's EIN (Employer Identification Number) is 39-6075816. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Ba Mason Trust's focus areas in our free grants database
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