Mason Charitable Trust
Mason Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $789K in total assets. In 2025, it awarded 16 grants totaling $48K. Net investment income was $73K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$789K
+2.7% YoY
Annual Giving
$48K
+9.4% YoY
Grant Count
16
+14.3% YoY
Avg Grant Size
$3K
-4.3% YoY
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.
About Mason Charitable Trust
Based on IRS filings
Mason Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $789K in total assets. In 2025, it awarded 16 grants totaling $48K. Net investment income was $73K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $789,496 | $768,382 | $791,468 |
| Revenue | $86,552 | $37,807 | $30,639 |
| Expenses | $65,431 | $60,891 | $70,848 |
| Qualifying Distributions | $51,142 | $47,024 | $55,415 |
| Net Investment Income | $72,642 | $23,143 | $16,905 |
| Distributable Amount | $47,296 | $44,023 | $42,457 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Oregon Historical Society ($9,600), Hood River County School District ($5,200), Reading Results ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FOREST HISTORY SOCIETY DURHAM, NC | GENERAL OPERATING | $2,400 |
| YALE UNIVERSITY FORESTRY SCHOOL NEW HAVEN, CT | SCHOLARSHIP | $960 |
| PEO OREGON CHAPTER PORTLAND, OR | GENERAL OPERATING | $2,500 |
| OREGON INDEPENDENT COLLEGE FND MARYLHURST, OR | GENERAL OPERATING | $3,840 |
| OREGON SYMPHONY ORCHESTRA PORTLAND, OR | GENERAL OPERATING | $960 |
| UNITED WAY WORLDWIDE ALEXANDRIA, VA | GENERAL OPERATING | $2,400 |
| COMMUNITY VISION PORTLAND, OR | GENERAL OPERATING | $2,500 |
| READING RESULTS PORTLAND, OR | GENERAL OPERATING | $5,000 |
| RUTGERS UNIVERSITY FOUNDATION NEW BRUNSWICK, NJ | GENERAL OPERATING | $960 |
| TRINITY EPISCOPAL CHURCH OSHKOSH, WI | GENERAL OPERATING | $960 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $15,147 |
Frequently Asked Questions
How large is Mason Charitable Trust?
As of 2025, Mason Charitable Trust holds $789K in total assets with $87K in annual revenue. It awarded 16 grants totaling $48K in 2025.
Where does Mason Charitable Trust operate?
Mason Charitable Trust has awarded grants in Connecticut, North Carolina, Nebraska, New Jersey, Oregon, Virginia, Wisconsin.
What size grants does Mason Charitable Trust award?
In 2025, Mason Charitable Trust awarded 16 grants totaling $48K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Mason Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mason Charitable Trust reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Mason Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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