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B A Mason Trust is a private trust based in CHIPPEWA FALLS, WI. The foundation received its IRS ruling in 1954. It holds total assets of $5.5M. Annual income is reported at $3.8M. Total assets have grown from $3M in 2011 to $4.9M in 2023. The foundation is governed by 4 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, B A Mason Trust has made 23 grants totaling $627K, with a median grant of $25K. Annual giving has decreased from $208K in 2021 to $145K in 2023. Grantmaking activity was highest in 2022 with $274K distributed across 12 grants. Individual grants have ranged from $5K to $58K, with an average award of $27K. The foundation has supported 10 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$10K
Average Grant
$18K
Largest Grant
$91K
Based on 12 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
B A Mason Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 23 grants. Its grantmaking reaches organizations primarily in WI.
B A Mason Trust has distributed a total of $627K across 23 grants. The median grant size is $25K, with an average of $27K. Individual grants have ranged from $5K to $58K.
Geographical location of 25 mile radius of chippewa county. Normally not for donee "operational" expenses.
B A Mason Trust is headquartered in CHIPPEWA FALLS, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| The Mark Orgel Investment Group | TRUSTEE | $19K | $0 | $19K |
| Timothy Scobie | TRUSTEE | $0 | $0 | N/A |
| Stephanie Scobie-Mcintrye | TRUSTEE | $0 | $0 | N/A |
| Lori Geissler | TRUSTEE | $0 | $0 | N/A |
Total Giving
$185K
Total Assets
$4.9M
Fair Market Value
$5.7M
Net Worth
$4.9M
Grants Paid
$145K
Contributions
N/A
Net Investment Income
$196K
Distribution Amount
$264K
Total: $4.6M
Total Grants
23
Total Giving
$627K
Average Grant
$27K
Median Grant
$25K
Unique Recipients
10
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys & Girls ClubCAPITAL CAMPAIGN | Chippewa Falls, WI | $50K | 2023 |
| Mcdonell Area Catholic SchoolsCAPITAL CAMPAIGN | Chippewa Falls, WI | $50K | 2023 |
| Chippewa Valley Cultural AssociationCAPITAL CAMPAIGN | Chippewa Falls, WI | $25K | 2023 |
| Childrens Museum Of Eau ClaireCAPITAL CAMPAIGN | Eau Claire, WI | $20K | 2023 |
| Feed My People Food BankCAPITAL CAMPAIGN, 5TH OF 5 INSTALLMENTS | Eau Claire, WI | $25K | 2022 |
| Eau Claire County Humane AssociationMATCH GRANT | Eau Claire, WI | $10K | 2022 |
| Make-A-Wish WisconsinWISH SPONSORSHIP | Wauwatosa, WI | $7K | 2022 |
| Community Foundation Chippewa CountyCAPITAL CAMPAIGN, FINAL INSTALLMENT | Chippewa Falls, WI | $50K | 2021 |
| Boy Scouts Of AmericaCAPITAL CAMPAIGN | Eau Claire, WI | $25K | 2021 |
| Eau Claire Community Park AssociationCAPITAL CAMPAIGN | Eau Claire, WI | $5K | 2021 |