Private foundation · Milwaukee, WI

Mason Charitable Trust

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Typical grant size

$960 – $2K – $4K

25th · median · 75th percentile

Unique recipients

Repeat grantees

funded 2+ years

Application procedures · from 2024 990-PF

DeadlinesCONTACT ABOVE

ContactWILLIAM DOLAN · 5032755929

MaterialsCONTACT ABOVE

RestrictionsDAVID & 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%.

Leadership · from 2024 990-PF

Us Bank N a

TRUSTEE

$15K

Us Bank

TRUSTEE

$17K

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024

6.1%

grants paid ÷ assets · ~5% IRS minimum

'17

'18

'19

'20

'21

'22

'23

'24

157

Total grants awarded

$563K

Total amount

$4K

Average grant

$24K

Largest grant

Giving by year

2024

$48K

16 grants

2023

$44K

14 grants

2022

$52K

14 grants

2021

$48K

13 grants

2020

$46K

14 grants

2019

$47K

14 grants

2017

$50K

14 grants

2016

$44K

14 grants

2015

$45K

14 grants

2014

$96K

17 grants

2013

$43K

13 grants

Top recipients

Oregon Historical Society

11 grants · OR · ✓ Exact match

$133K

Oregon Museum of Science and Industry

10 grants · OR · ≈ likely match

$87K

Forest History Society Inc

11 grants · NC · ✓ Exact match

$30K

Oregon Independent College Fnd

5 grants · OR

$30K

Reading Results

6 grants · OR · ✓ Exact match

$24K

United Way of Columbia-

7 grants · OR

$20K

Oregon Symphony Orchestra

9 grants · OR

$13K

Rutgers University Foundation

11 grants · NJ · ✓ Exact match

$13K

University of Nebraska Foundation

11 grants · NE · ✓ Exact match

$12K

Yale University Forestry School

11 grants · CT

$12K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Oregon Historical Society

GENERAL OPERATING

OR · TY 2024

$10K

Hood River County School District

GENERAL OPERATING

OR · TY 2024

$5K

Reading Results

GENERAL OPERATING

OR · TY 2024

$5K

Oregon Museum of Science & Industry

GENERAL OPERATING

OR · TY 2024

$5K

Thrive Hood River

GENERAL OPERATING

OR · TY 2024

$4K

Oregon Independent College Fnd

GENERAL OPERATING

OR · TY 2024

$4K

Community Vision

GENERAL OPERATING

OR · TY 2024

$3K

Peo Oregon Chapter

GENERAL OPERATING

OR · TY 2024

$3K

Forest History Society

GENERAL OPERATING

NC · TY 2024

$2K

United Way Worldwide

GENERAL OPERATING

VA · TY 2024

$2K

University of Nebraska Foundation

GENERAL OPERATING

NE · TY 2024

$960

Trinity Episcopal Church

GENERAL OPERATING

WI · TY 2024

$960

Rutgers University Foundation

GENERAL OPERATING

NJ · TY 2024

$960

Portland Art Museum

GENERAL OPERATING

OR · TY 2024

$960

Oregon Symphony Orchestra

GENERAL OPERATING

OR · TY 2024

$960

Yale University Forestry School

SCHOLARSHIP

CT · TY 2024

$960

Oregon Historical Society

GENERAL OPERATING

OR · TY 2023

$10K

Oregon Museum of Science & Industry

GENERAL OPERATING

OR · TY 2023

$7K

Or Alliance of Independent Colleges

GENERAL OPERATING

OR · TY 2023

$5K

Thrive Hood River

GENERAL OPERATING

OR · TY 2023

$4K

Hood River County Education Foundation

GENERAL OPERATING

OR · TY 2023

$4K

Girls on the Run Willamette Valley

GENERAL OPERATING

OR · TY 2023

$4K

Forest History Society

GENERAL OPERATING

NC · TY 2023

$2K

United Way Worldwide

GENERAL OPERATING

VA · TY 2023

$2K

Trinity Episcopal Church

GENERAL OPERATING

WI · TY 2023

$1K

Oregon Symphony Orchestra

GENERAL OPERATING

OR · TY 2023

$1K

Rutgers University Foundation

GENERAL OPERATING

NJ · TY 2023

$1K

Portland Art Museum

GENERAL OPERATING

OR · TY 2023

$1K

Yale University Forestry School

GENERAL OPERATING

CT · TY 2023

$878

University of Nebraska Foundation

GENERAL OPERATING

NE · TY 2023

$878

Oregon Museum of Science & Industry

GENERAL OPERATING

OR · TY 2022

$10K

Oregon Historical Society

GENERAL OPERATING

OR · TY 2022

$10K

Oregon Independent College Fnd

GENERAL OPERATING

OR · TY 2022

$7K

Reading Results

GENERAL OPERATING

OR · TY 2022

$4K

Portland Refugee Support Group

GENERAL OPERATING

OR · TY 2022

$4K

Building Healthy Families

GENERAL OPERATING

OR · TY 2022

$4K

United Way Worldwide

GENERAL OPERATING

VA · TY 2022

$3K

Forest History Society

GENERAL OPERATING

NC · TY 2022

$3K

Portland Art Museum

GENERAL OPERATING

OR · TY 2022

$1K

Oregon Symphony Orchestra

GENERAL OPERATING

OR · TY 2022

$1K

Trinity Episcopal Church

GENERAL OPERATING

OR · TY 2022

$1K

University of Nebraska Foundation

GENERAL OPERATING

NE · TY 2022

$1K

Yale University Forestry School

GENERAL OPERATING

CT · TY 2022

$1K

Rutgers University Foundation

GENERAL OPERATING

NJ · TY 2022

$1K

Oregon Museum of Science & Industry

GENERAL OPERATING

OR · TY 2021

$9K

Oregon Historical Society

GENERAL OPERATING

OR · TY 2021

$9K

Oregon Independent College Fnd

GENERAL OPERATING

OR · TY 2021

$7K

Forest History Society

GENERAL OPERATING

NC · TY 2021

$5K

Thrive

GENERAL OPERATING

OR · TY 2021

$4K

Transition Projects

GENERAL OPERATING

OR · TY 2021

$4K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.