Mason Charitable Trust
Mason Charitable Trust is a private foundation based in Milwaukee, Wisconsin. In filing year 2025, it reported 16 grants totaling $48,000 to organizations in several states, with most grant dollars going to recipients in Oregon.
Mason Charitable Trust at a glance
In short: Mason Charitable Trust gave $48K across 16 grants in 2025 (avg $3K), mostly in Oregon. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $48,000
- +9.4% vs 2024
- Grants made (2025)
- 16
- +14.3% vs 2024
- Average grant
- $3,000
- -4.3% vs 2024
- Median grant
- $2,450
- Total assets
- $789,496
- +2.7% vs 2024
- New grantees (estimate)
- 20% first-time grantees (3 of 15, 2025; small sample)
- Primary geography
- Oregon (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Mason Charitable Trust
- How to Apply
-
The 2024 filing says the foundation does not restrict giving to preselected organizations. It directs applicants to contact William Dolan; the form and materials are listed as “contact above.” The filing says deadlines should be confirmed with that contact. It also states that the David & Loa Mason Trust has 76% of its income dedicated to named charitable organizations and that the committee may select no more than three unnamed organizations to receive no more than 8%.
- Review Cycle
- Contact above.
- Deadline
- Contact above.
- Contact
Application contact: William Dolan
Mailing address: C/O Us Bank PO Box 3168, Portland, OR 97208
Phone: (503) 275-5929
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Mason Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Oregon Historical Society ($10K). Together the top 10 received $42K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 71 grants of 71 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that Oregon recipients received 82% of grant dollars. It lists North Carolina and Virginia at 5% each, and Connecticut and New Jersey at 2% each. The grants also included recipients in other states, including Nebraska.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Is Mason Charitable Trust open to new grantees?
20%
first-time grantees, 2025
In 2025, 3 of 15 grantees (20%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $2K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $44K (2024) to $52K (2023). In 2025 it made 16 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Historical Society Portland, OR | General Operating | $9,600 |
| Hood River County School District Hood River, OR | General Operating | $5,200 |
| Reading Results Portland, OR | General Operating | $5,000 |
| Oregon Museum of Science & Industry Portland, OR | General Operating | $4,800 |
| Thrive Hood River Hood River, OR | General Operating | $4,000 |
| Oregon Independent College Fnd Marylhurst, OR | General Operating | $3,840 |
| PEO Oregon Chapter Portland, OR | General Operating | $2,500 |
| Community Vision Portland, OR | General Operating | $2,500 |
| Forest History Society Durham, NC | General Operating | $2,400 |
| United Way Worldwide Alexandria, VA | General Operating | $2,400 |
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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 | $789,496 | $86,552 | $65,431 | $48,000 | 16 | $51,142 | $72,642 | $47,296 |
| 2024 | $768,382 | $37,807 | $60,891 | $43,895 | 14 | $47,024 | $23,143 | $44,023 |
| 2023 | $791,468 | $30,639 | $70,848 | $52,251 | 14 | $55,415 | $16,905 | $42,457 |
| 2022 | $831,675 | $92,106 | $67,163 | $48,300 | 13 | $51,618 | $76,561 | $52,302 |
| 2021 | $804,482 | $34,117 | $64,562 | $46,440 | 14 | — | $18,466 | $49,439 |
Under IRS private-foundation payout rules, Mason Charitable Trust reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available statements do not give the foundation’s own mission. Its 2025 grants include support for historical and cultural organizations, education, literacy, community services, and a scholarship. These are areas reflected in the recipients’ work, not a stated mission of the foundation.
Among the grantees, the Oregon Historical Society describes its work as collecting, preserving, and interpreting Oregon’s history. Reading Results says it partners with schools to support students from systemically excluded communities in becoming successful readers through individualized, culturally responsive reading intervention. Community Vision describes its mission as supporting developmentally disabled and low-income individuals. The Forest History Society says it preserves and helps people use documents of forest and conservation history.
Grantmaking
In 2025, the foundation made 16 grants totaling $48,000. Grants ranged from $960 to $9,600, with a median grant of $2,450. The largest awards included $9,600 to the Oregon Historical Society, $5,200 to Hood River County School District, $5,000 to Reading Results, $4,800 to the Oregon Museum of Science & Industry, and $4,000 to Thrive Hood River. These grants were listed for general operating support. Yale University Forestry School received $960 for a scholarship.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists US BANK N A as trustee.
Mason Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$15K (2023) → $15K (2025)
Former officers (1)
- Former: US Bank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to US Bank N a (Trustee).
Frequently asked questions about Mason Charitable Trust
How much does Mason Charitable Trust give each year?
Mason Charitable Trust gave $48K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 14 grants.
What is Mason Charitable Trust's typical grant size?
Mason Charitable Trust's median grant in 2025 was $2,450, and its average grant was $3,000, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Mason Charitable Trust that year got $3K on average.
Where does Mason Charitable Trust give grants?
Mason Charitable Trust gives mostly in Oregon: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (5%) and Virginia (5%). The most frequent recipient cities were Portland, OR (7 grants) and Hood River, OR (2 grants).
Does Mason Charitable Trust give general operating support?
Yes: 94% of Mason Charitable Trust's 2025 grants with a stated purpose (15 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Mason Charitable Trust's largest grantees?
Mason Charitable Trust's largest 2025 grantees include Oregon Historical Society ($9,600), Hood River County School District ($5,200) and Reading Results ($5,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Mason Charitable Trust?
Mason Charitable Trust reported $789K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets).
What does Mason Charitable Trust fund?
The available statements do not give the foundation’s own mission. Its 2025 grants include support for historical and cultural organizations, education, literacy, community services, and a scholarship. These are areas reflected in the recipients’ work, not a stated mission of the foundation. See mission & focus areas ↑
How do I apply for a grant from Mason Charitable Trust?
The 2024 filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Mason Charitable Trust's EIN?
Mason Charitable Trust's EIN (Employer Identification Number) is 51-0171871. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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