Mason Family Charitable Trust
Mason Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $363K in total assets. In 2025, it made $3K in qualifying distributions. Net investment income was $20K.
Key facts about Mason Family Charitable Trust
- EIN
- 52-6851030
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $363,493
Data from IRS Form 990-PF, 2025; updated September 2026.
How Mason Family Charitable Trust gives
- Giving grew 486% from 2021 to 2024. Method
- In 2025 it paid out 5% 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.
Next steps with Mason Family Charitable Trust
- How to evaluate Mason Family Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$363K
+4.9% YoY
Revenue
$20K
-5.1% YoY
Qualifying Distributions
$3K
-98.6% YoY
Expenses
$3K
-98.5% YoY
Under IRS private-foundation payout rules, Mason Family Charitable Trust reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
About Mason Family Charitable Trust
Based on IRS filings
Mason Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $363K in total assets. In 2025, it made $3K in qualifying distributions. Net investment income was $20K.
Focus Areas
Ready to take the next step with Mason Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $363,493 | $346,485 | $533,152 |
| Revenue | $20,173 | $21,258 | $18,097 |
| Expenses | $3,165 | $207,925 | $32,059 |
| Qualifying Distributions | $2,925 | $207,925 | $27,925 |
| Net Investment Income | $20,173 | $19,419 | $18,091 |
| Distributable Amount | $56,359 | $48,171 | $46,805 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Raymond Mason | Trustee | — | — |
| Rand Mason | Trustee | — | — |
| Paige Littleton | Trustee | — | — |
| Carol Gay | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mason Family Charitable Trust?
Mason Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. It holds $363K in total assets as of 2025.
How large is Mason Family Charitable Trust?
As of 2025, Mason Family Charitable Trust holds $363K in total assets with $20K in annual revenue.
Where does Mason Family Charitable Trust operate?
Mason Family Charitable Trust has awarded grants in Maryland, Pennsylvania, Virginia.
How much is Mason Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mason Family Charitable Trust reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mason Family Charitable Trust's EIN?
Mason Family Charitable Trust's EIN (Employer Identification Number) is 52-6851030. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.