Mason - Lee Trust
Mason - Lee Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $330K in total assets. In 2024, it awarded 9 grants totaling $4K. Net investment income was $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$330K
+7.5% YoY
Annual Giving
$4K
-79.9% YoY
Grant Count
9
-35.7% YoY
Avg Grant Size
$488.889
-68.7% YoY
Under IRS private-foundation payout rules, Mason - Lee Trust reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Mason - Lee Trust
Based on IRS filings
Mason - Lee Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $330K in total assets. In 2024, it awarded 9 grants totaling $4K. Net investment income was $28K.
Focus Areas
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $329,840 | $306,968 | $311,476 |
| Revenue | $28,511 | $15,004 | $9,948 |
| Expenses | $5,563 | $22,789 | $30,369 |
| Qualifying Distributions | $5,201 | $22,679 | $29,675 |
| Net Investment Income | $28,370 | $14,393 | $9,776 |
| Distributable Amount | $17,082 | $19,759 | $20,471 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
63 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oregon Health & Sciences Foundation ($1,000), United Way of Columbia-willamette ($1,000), Oregon Museum of Science & Industry ($600).
| Recipient | Purpose | Amount |
|---|---|---|
| WELLESLEY COLLEGE WELLESLEY, MA | GENERAL OPERATING | $200 |
| OREGON HEALTH & SCIENCES FOUNDATION PORTLAND, OR | GENERAL OPERATING | $1,000 |
| CATLIN GABEL SCHOOL PORTLAND, OR | GENERAL OPERATING | $400 |
| PORTLAND ART MUSEUM PORTLAND, OR | GENERAL OPERATING | $200 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY PORTLAND, OR | GENERAL OPERATING | $600 |
| OREGON SYMPHONY ASSOCIATION PORTLAND, OR | GENERAL OPERATING | $200 |
| OREGON HISTORICAL SOCIETY PORTLAND, OR | GENERAL OPERATING | $200 |
| OR ALLIANCE OF INDEPENDENT COLLEGES TUALATIN, OR | GENERAL OPERATING | $600 |
| UNITED WAY OF COLUMBIA-WILLAMETTE PORTLAND, OR | GENERAL OPERATING | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mason - Lee Trust?
Mason - Lee Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $330K in total assets as of 2024.
How large is Mason - Lee Trust?
As of 2024, Mason - Lee Trust holds $330K in total assets with $29K in annual revenue. It awarded 9 grants totaling $4K in 2024.
Where does Mason - Lee Trust operate?
Mason - Lee Trust has awarded grants in Massachusetts, Oregon, Virginia, Washington.
What size grants does Mason - Lee Trust award?
In 2024, Mason - Lee Trust awarded 9 grants totaling $4K — an average of about $488.889 per grant, based on its IRS Form 990 filings.
How much is Mason - Lee Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mason - Lee Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mason - Lee Trust's EIN?
Mason - Lee Trust's EIN (Employer Identification Number) is 93-6051551. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Mason - Lee 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.