Roman-Mason Foundation

Private foundation · Grantmaker Pottsville, PA EIN: 23-6298763

The Roman-Mason Foundation is a private foundation based in Pottsville, Pennsylvania. Its 2026 filing reports grants to organizations in Pennsylvania for purposes including religious activities, education, medical research, community support, and public charity.

Key facts about Roman-Mason Foundation

In short: Roman-Mason Foundation gave $21K across 10 grants in 2026 (avg $2K), mostly in Pennsylvania. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.

EIN
23-6298763
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$21,066
Grants made (2026)
10
Average grant
$2,107
Median grant
$425
New grantees (estimate)
0% first-time grantees (0 of 10, 2026)
Total assets
$253,441
Primary geography
Pennsylvania (100% of itemized 2026 grant dollars)
How to apply
The foundation’s 2025 filing says to submit a letter outlining the charitable purpose to Mid Penn Bank. Full details ↓

Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$253K

+1.5% YoY

Annual Giving

$21K

+3.9% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$2K

+3.9% YoY

Under IRS private-foundation payout rules, Roman-Mason Foundation reported a distributable amount of $22K for 2026 — the minimum it must pay out in qualifying distributions.

Is Roman-Mason Foundation open to new grantees?

0%

first-time grantees, 2026

In 2026, 0 of 10 grantees (0%) were first-time recipients. How we count

  • 100% of 2026 grantees were also funded in 2025. Method
  • Giving grew 33% from 2023 to 2026. Method
  • In 2026 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

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement is provided. The 2026 grants show support for organizations with purposes including religious activities, education, medical research, community and public charity, animal sheltering, and general support.

Grantmaking

In filing year 2026, the foundation gave $21,066 through 10 grants. Grants ranged from $250 to $16,666, with a median grant of $425. The largest grants included $16,666 to Beth Israel Temple in Hazleton for religious purposes; $1,000 each to Mining & Mechanical Institute and Pennsylvania State University–Hazleton for education; and $500 each to the American Cancer Society for medical research and Greater Hazleton Historical Society for community purposes.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for filing year 2026 went to recipients in Pennsylvania.

Grant Distribution by State

1state

Share of 2026 grant dollars across all 10 itemized grants.

States

Cities

HazletonFreelandWest HazletonUniversity Park

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K12 grants2020 12 grants2021 11 grants2022 10 grants2023 10 grants2024 10 grants2025 10 grants2026

From 2020 to 2026, annual grant giving ranged from $16K (2023) to $23K (2020). In 2026 it made 10 grants totaling $21K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2026

Beth Israel Temple: $17KBeth Israel Temple$17KMining & Mechanical Institute: $1KMining & Mechanical Institute$1KAmerican Cancer Society: $500American Cancer Society$500Greater Hazleton Historical Society and Museum: $500Greater Hazleton HistoricalSociety and Museum$500Hazleton Animal Shelter: $350Hazleton Animal Shelter$350United Charities: $300United Charities$300Camp Cadet Troop N Education: $250Camp Cadet Troop N Education$250Hazleton Salvation Army: $250Hazleton Salvation Army$250Meals on Wheels of Greater Hazleton: $250Meals on Wheels of GreaterHazleton$250

The largest 2026 recipient was Beth Israel Temple ($17K). Together the top 9 received $20K.

Organizations only. It also paid 1 grant to individuals ($1,000), which are not listed by name.

Grant Size Distribution

51 grants across all recorded years

51<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 51 grants of 51 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Beth Israel Temple Hazleton, PAReligious$16,666
Mining & Mechanical Institute Freeland, PAEducation$1,000
1 grant to individuals Recipients not named —$1,000
American Cancer Society Hazleton, PAMedical Research$500
Greater Hazleton Historical Society and Museum Hazleton, PACommunity$500
Hazleton Animal Shelter Hazleton, PAAnimal Shelter$350
United Charities West Hazleton, PAPublic Charity$300
Camp Cadet Troop N Education Hazleton, PAUnrestricted General Support$250
Hazleton Salvation Army Hazleton, PAPublic Charity$250
Meals on Wheels of Greater Hazleton Hazleton, PACommunity Support$250

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2026 $253,441 $18,703 $24,258 $21,066
2025 $249,738 $18,242 $23,662 $20,274
2024 $246,874 $18,524 $22,081 $19,482
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$253,441$249,738$246,874
Revenue$18,703$18,242$18,524
Expenses$24,258$23,662$22,081
Qualifying Distributions$21,066$20,274$19,482
Net Investment Income$18,703$18,242$18,524
Distributable Amount$22,255$21,066$20,274

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 9, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 14, 2021)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2025)
  6. Added Form 990-PF for fiscal year 2026 (received by the IRS May 13, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Roman-Mason Foundation's only listed officer is MID Penn Bank Trust Dept, Trustee on every filing since 2023 (compensated).

Officers on the 2026 filing

  • MID Penn Bank Trust Dept

    Trustee

    On filings since 2023

    5 hrs/week

    $188 (2023) → $2K (2026)

Former officers (2)
  • Former: First National Trust Company (2020–2023) — Trustee
  • Former: First National Trust CO (2022) — Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Mid Penn Bank Trust Dept — Trustee: $2KMid Penn Bank Trust DeptTrustee$2K

The highest reported compensation on the 2026 filing was $2K, to Mid Penn Bank Trust Dept (Trustee).

Contact

Application contact: Mid Penn Bank
Mailing address: PO Box 660, Pottsville, PA 17901
Phone: (570) 516-8325
Email: karen.kenderdine@midpennbank.com

Frequently asked questions about Roman-Mason Foundation

How much does Roman-Mason Foundation give each year?

Roman-Mason Foundation gave $21K across 10 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $20K across 10 grants.

What is Roman-Mason Foundation's typical grant size?

Roman-Mason Foundation's median grant in 2026 was $425, and its average grant was $2,107, across 10 grants on its 2026 IRS Form 990-PF.

Where does Roman-Mason Foundation give grants?

Roman-Mason Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hazleton, PA (7 grants).

Does Roman-Mason Foundation give general operating support?

Yes: 10% of Roman-Mason Foundation's 2026 grants with a stated purpose (1 of 10) were for general or operating support, per its 2026 IRS Form 990-PF.

Who are Roman-Mason Foundation's largest grantees?

Roman-Mason Foundation's largest 2026 grantees include Beth Israel Temple ($16,666), Mining & Mechanical Institute ($1,000) and American Cancer Society ($500), according to its 2026 IRS Form 990-PF. It also paid 1 grant to individuals ($1,000), which are not listed by name. Together they received 86% of its itemized 2026 grant dollars.

How large is Roman-Mason Foundation?

Roman-Mason Foundation reported $253K in total assets on its 2026 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $22K (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.

What does Roman-Mason Foundation fund?

No mission statement is provided. The 2026 grants show support for organizations with purposes including religious activities, education, medical research, community and public charity, animal sheltering, and general support. See mission & focus areas ↑

How do I apply for a grant from Roman-Mason Foundation?

The foundation’s 2025 filing says to submit a letter outlining the charitable purpose to Mid Penn Bank. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Roman-Mason Foundation's EIN?

Roman-Mason Foundation's EIN (Employer Identification Number) is 23-6298763. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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