Mason L Dean Testamentary Trust
Mason L Dean Testamentary Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $364K in total assets. In 2025, it awarded 1 grant totaling $17K. Net investment income was $37K.
Mason L Dean Testamentary Trust at a glance
In short: Mason L Dean Testamentary Trust gave $17K across 1 grant in 2025 (avg $17K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $17,000
- +9.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $17,000
- +9.0% vs 2024
- Median grant
- $17,000
- Total assets
- $363,726
- +4.8% vs 2024
- Primary geography
- Kansas (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 Mason L Dean Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Valor Partners Foundation ($17K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Mason L Dean Testamentary Trust gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 95% 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 2019 to 2025, annual grant giving ranged from $15K (2020) to $18K (2022). In 2025 it made 1 grant totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Valor Partners Foundation Overland Park, KS | Unrestricted General | $17,000 |
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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 | $363,726 | $41,170 | $24,722 | $17,000 | 1 | $20,255 | $37,347 | $21,332 |
| 2024 | $347,172 | $35,830 | $22,483 | $15,600 | 1 | $18,691 | $31,832 | $20,060 |
| 2023 | $334,181 | $11,542 | $21,646 | $15,500 | 1 | $18,329 | $7,110 | $18,388 |
| 2022 | $344,416 | $-9,976 | $26,179 | $18,000 | 2 | $20,954 | $3,699 | $18,932 |
| 2021 | $380,541 | $81,343 | $22,582 | $15,000 | 1 | $18,267 | $77,188 | $21,019 |
| 2020 | $321,381 | $29,077 | $20,363 | $14,500 | 1 | — | $25,838 | $17,890 |
| 2019 | $309,952 | $22,446 | $21,035 | $15,000 | 1 | — | $20,394 | $17,532 |
Under IRS private-foundation payout rules, Mason L Dean Testamentary Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mason L Dean Testamentary Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $4K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $4K, to Bank of America (Trustee).
Frequently asked questions about Mason L Dean Testamentary Trust
How much does Mason L Dean Testamentary Trust give each year?
Mason L Dean Testamentary Trust gave $17K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 1 grant.
How large is Mason L Dean Testamentary Trust?
Mason L Dean Testamentary Trust reported $364K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $21K (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 Mason L Dean Testamentary Trust operate?
Mason L Dean Testamentary Trust has awarded grants in Kansas, Missouri.
What is Mason L Dean Testamentary Trust's EIN?
Mason L Dean Testamentary Trust's EIN (Employer Identification Number) is 43-6069953. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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