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Form 990-PFTax year 2024EIN 51-0171871

Mason Charitable Trust

A private foundation in Milwaukee, WI. Its return for tax year 2024 lists 16 grants and $48,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Jun 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
William Dolan
C/o US Bank PO Box 3168
Portland, OR 97208
(503) 275-5929
Form and materials
Contact above
Deadlines
Contact above
Restrictions
David & loa mason trust has 76% of it's income dedicated to named charitable organizations. The comittee has the perogative to select no more than three un-named organizations to receive no more than 8%.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $48,000

    Grants listed
    16
    Assets, end of year
    $789,496

  • Tax year 2023

    $43,895

    Grants listed
    14
    Assets, end of year
    $768,382

  • Tax year 2022

    $52,251

    Grants listed
    14
    Assets, end of year
    $791,468

  • Tax year 2021

    $48,300

    Grants listed
    13
    Assets, end of year
    $831,675

  • Tax year 2020

    $46,440

    Grants listed
    14
    Assets, end of year
    $804,482

  • Tax year 2019

    $46,624

    Grants listed
    14
    Assets, end of year
    $834,932

  • Tax year 2018

    $0

    Grants listed
    0
    Assets, end of year
    $849,926

Grants paid in 2024

16 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Oregon Historical SocietyPortland, OR

    General operating

    $9,600
  2. Hood River County School DistrictHood River, OR

    General operating

    $5,200
  3. Reading ResultsPortland, OR

    General operating

    $5,000
  4. Oregon Museum of Science & IndustryPortland, OR

    General operating

    $4,800
  5. Thrive Hood RiverHood River, OR

    General operating

    $4,000
  6. Oregon Independent College FNDMarylhurst, OR

    General operating

    $3,840
  7. Peo Oregon ChapterPortland, OR

    General operating

    $2,500
  8. Community VisionPortland, OR

    General operating

    $2,500
  9. Forest History SocietyDurham, NC

    General operating

    $2,400
  10. United Way WorldwideAlexandria, VA

    General operating

    $2,400
  11. Individual

    Scholarship

    $960
  12. Oregon Symphony OrchestraPortland, OR

    General operating

    $960
  13. Rutgers University FoundationNew Brunswick, NJ

    General operating

    $960
  14. Trinity Episcopal ChurchOshkosh, WI

    General operating

    $960
  15. University of Nebraska FoundationLincoln, NE

    General operating

    $960
  16. Portland Art MuseumPortland, OR

    General operating

    $960

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture3 grants $15,36054% of the total
  2. Community development1 grant $4,00014% of the total
  3. Human services1 grant $2,5009% of the total
  4. Environment1 grant $2,4008% of the total
  5. Philanthropy and grantmaking1 grant $2,4008% of the total
  6. Education2 grants $1,9207% of the total

By State

Grants to organizations with a US address, latest year.

  1. Oregon10 grants $39,360
  2. North Carolina1 grant $2,400
  3. Virginia1 grant $2,400
  4. Nebraska1 grant $960
  5. New Jersey1 grant $960
  6. Wisconsin1 grant $960

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • US Bank N ATRUSTEE Hours 1Pay $15,147

The return

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