The Carlos & Marguerite Mason Fdn
The Carlos & Marguerite Mason Foundation is a private foundation based in Saint Louis, Missouri. It supports work related to organ transplantation for residents of Georgia, including financial assistance and research.
The Carlos & Marguerite Mason Fdn at a glance
In short: The Carlos & Marguerite Mason Fdn gave $5.1M across 10 grants in 2024 (avg $510K), mostly in Georgia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $5,100,000
- +10.9% vs 2023
- Grants made (2024)
- 10
- +42.9% vs 2023
- Average grant
- $510,000
- -22.4% vs 2023
- Median grant
- $375,000
- Total assets
- $102,787,299
- +7.5% vs 2023
- Primary geography
- Georgia (95% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Carlos & Marguerite Mason Fdn
- How to Apply
-
The trustee does not require a formal application but requests a proposal detailing the project or program. The filing states that giving is not restricted to preselected organizations. The stated award restriction is financial support to persons or organizations in Georgia associated with transplantation of eyes, kidneys, hearts, and other human organs.
- Review Cycle
- The foundation’s 2024 filing says applications must be postmarked or hand delivered to the trustee’s office by June 1. The grant-program description says applications are accepted year-round but must be submitted by June 30 for review at the annual grant meeting.
- Deadline
- The foundation’s 2024 filing says applications must be postmarked or hand delivered to the trustee’s office by June 1.
- Contact
Application contact: Co Wells Fargo Philanthropic Servi
Mailing address: 100 N Main St D4000-062, Winstonsalem, NC 27101
Phone: (888) 234-1999
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The Carlos & Marguerite Mason Fdn
Who The Carlos & Marguerite Mason Fdn funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Georgia Transplant Foundation Inc ($2.0M). Together the top 9 received $5.1M.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was in the $500K–1M range: 12 grants of 44 (27%).
Geographic Focus
Where this funder awards grants
The stated grant purpose focuses on needy residents of Georgia. In 2024, 95% of grant dollars went to recipients in Georgia and 5% to a recipient in New York.
Grant Distribution by State
Share of 2024 grant dollars across all 10 itemized grants.
Cities
How The Carlos & Marguerite Mason Fdn gives
- Giving held roughly steady from 2021 to 2024 (+14%). Method
- In 2024 it paid out 93% 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 2020 to 2024, annual grant giving ranged from $4.5M (2021) to $5.7M (2022). In 2024 it made 10 grants totaling $5.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgia Transplant Foundation Inc Roswell, GA | Financial Assistance | $2,050,000 |
| University of Georgia Research Foundatio Athens, GA | General Support | $650,000 |
| Childrens Healthcare of Atlanta Inc Atlanta, GA | General Operating | $500,000 |
| Atlanta Ronald McDonald House Charities Atlanta, GA | Adopt a Family Program | $500,000 |
| Emory University Atlanta, GA | General Operating | $400,000 |
| Childrens Healthcare of Atlanta Atlanta, GA | Various Healthcare Programs | $350,000 |
| The Georgia Health Sciences Foundation New York, NY | General Operating | $250,000 |
| Angel Flight Soars Inc Chamblee, GA | General Support | $150,000 |
| Augusta University Foundation Inc Augusta, GA | General Operating | $150,000 |
| Enduring Hearts Inc Marietta, GA | General Operating | $100,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $102,787,299 | $13,533,889 | $6,319,849 | $5,100,000 | 10 | $5,534,784 | $12,757,850 | $5,957,371 |
| 2023 | $95,648,375 | $5,026,160 | $5,510,866 | $4,600,000 | 7 | $4,992,972 | $4,289,195 | $5,433,310 |
| 2022 | $97,455,056 | $3,346,492 | $6,649,690 | $5,700,000 | 9 | $6,107,194 | $2,616,184 | $5,577,046 |
| 2021 | $100,641,681 | $14,171,629 | $5,569,179 | $4,460,000 | 8 | $4,906,693 | $13,406,089 | $6,018,198 |
| 2020 | $92,221,884 | $6,648,126 | $5,532,441 | $4,652,014 | 10 | — | $5,899,309 | $5,115,737 |
Under IRS private-foundation payout rules, The Carlos & Marguerite Mason Fdn reported a distributable amount of $6.0M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s stated purpose is to improve organ transplantation for Georgians, particularly by enabling organizations to provide financial assistance to needy Georgia residents who require transplants. The grant program also identifies research to enhance transplant methods as a funding area.
The 2024 grantees illustrate the range of supported work. Georgia Transplant Foundation describes its programs as including financial assistance, education, mentoring and support, and return-to-work readiness for transplant candidates, recipients, and families. Enduring Hearts says it funds research intended to extend the longevity and improve the quality of life of pediatric heart-transplant recipients. Other supported grantees describe missions in children’s healthcare, medical research and education, free air transportation for medically ill patients and care providers, and support for Augusta University.
Grantmaking
In 2024, the foundation gave $5,100,000 across 10 grants. Grant amounts ranged from $100,000 to $2,050,000, with a median of $375,000.
The largest 2024 grants included $2,050,000 to Georgia Transplant Foundation for financial assistance; $650,000 to the University of Georgia Research Foundation for general support; $500,000 to Children’s Healthcare of Atlanta for general operating support; $500,000 to Atlanta Ronald McDonald House Charities for its Adopt a Family Program; and $400,000 to Emory University for general operating support. Other grants included $350,000 to Children’s Healthcare of Atlanta for various healthcare programs, $250,000 to the Georgia Health Sciences Foundation for general operating support, and grants of $150,000 each to Angel Flight Soars and Augusta University Foundation. Enduring Hearts received $100,000 for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank, N.A. is listed as trustee on the 2024 filing.
The Carlos & Marguerite Mason Fdn's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2022 (compensated).
Officers on the 2024 filing
Wells Fargo Bank N A
Trustee
On filings since 2022
1 hr/week
$472K (2022) → $500K (2024)
Former officers (2)
- Former: George W P Atkins (2020–2021) — Chairman & Adv Committee
- Former: Wells Fargo Bank NA (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $500K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about The Carlos & Marguerite Mason Fdn
How much does The Carlos & Marguerite Mason Fdn give each year?
The Carlos & Marguerite Mason Fdn gave $5.1M across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4.6M across 7 grants.
What is The Carlos & Marguerite Mason Fdn's typical grant size?
The Carlos & Marguerite Mason Fdn's median grant in 2024 was $375,000, and its average grant was $510,000, across 10 grants on its 2024 IRS Form 990-PF.
Where does The Carlos & Marguerite Mason Fdn give grants?
The Carlos & Marguerite Mason Fdn gives mostly in Georgia: 95% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Atlanta, GA (4 grants).
Does The Carlos & Marguerite Mason Fdn give general operating support?
Yes: 70% of The Carlos & Marguerite Mason Fdn's 2024 grants with a stated purpose (7 of 10) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Carlos & Marguerite Mason Fdn's largest grantees?
The Carlos & Marguerite Mason Fdn's largest 2024 grantees include Georgia Transplant Foundation Inc ($2,050,000), Childrens Healthcare of Atlanta Inc ($850,000 across 2 grants) and University of Georgia Research Foundatio ($650,000), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is The Carlos & Marguerite Mason Fdn?
The Carlos & Marguerite Mason Fdn reported $102.8M in total assets on its 2024 IRS Form 990-PF. It paid out $5.5M in qualifying distributions that year, against a required minimum of $6.0M (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 The Carlos & Marguerite Mason Fdn fund?
The trust’s stated purpose is to improve organ transplantation for Georgians, particularly by enabling organizations to provide financial assistance to needy Georgia residents who require transplants. The grant program also identifies research to enhance transplant methods as a funding area. See mission & focus areas ↑
How do I apply for a grant from The Carlos & Marguerite Mason Fdn?
The trustee does not require a formal application but requests a proposal detailing the project or program. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Carlos & Marguerite Mason Fdn's EIN?
The Carlos & Marguerite Mason Fdn's EIN (Employer Identification Number) is 58-1996431. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Carlos & Marguerite Mason Fdn funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-carlos-and-marguerite-mason-fdn-morg_91230dc9094a4ce6b3cec131715c0517
BibTeX
@misc{grantable_581996431_2026,
author = {{Grantable}},
title = {{The Carlos \& Marguerite Mason Fdn funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-carlos-and-marguerite-mason-fdn-morg_91230dc9094a4ce6b3cec131715c0517},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Carlos & Marguerite Mason Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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