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Mason Lee Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2021. The principal officer is United States National Bnk Of Or Ttee. It holds total assets of $330K. Annual income is reported at $271K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Oregon. According to available records, Mason Lee Trust has made 40 grants totaling $63K, with a median grant of $577. Annual giving has grown from $18K in 2021 to $22K in 2023. Grantmaking activity was highest in 2022 with $23K distributed across 13 grants. Individual grants have ranged from $181 to $7K, with an average award of $2K. The foundation has supported 24 unique organizations. The foundation primarily supports organizations in Oregon, Washington, Virginia, which account for 93% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$169
Median Grant
$507
Average Grant
$1K
Largest Grant
$3K
Based on 14 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.
Mason Lee Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in OR, WA, VA.
Mason Lee Trust has distributed a total of $63K across 40 grants. The median grant size is $577, with an average of $2K. Individual grants have ranged from $181 to $7K.
Mason Lee Trust typically selects its grantees rather than accepting unsolicited proposals.
Mason Lee Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $0 | $0 | N/A |
Total Giving
$23K
Total Assets
$307K
Fair Market Value
$336K
Net Worth
$307K
Grants Paid
$22K
Contributions
N/A
Net Investment Income
$14K
Distribution Amount
$20K
Total Grants
40
Total Giving
$63K
Average Grant
$2K
Median Grant
$577
Unique Recipients
24
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Trust For Public Lands OregonGENERAL OPERATING | Seattle, WA | $4K | 2023 |
| Outside InGENERAL OPERATING | Portland, OR | $4K | 2023 |
| Columbia Center For The ArtsGENERAL OPERATING | Hood River, OR | $4K | 2023 |
| Hood River County School DistrictGENERAL OPERATING | Hood River, OR | $4K | 2023 |
| Imago TheatreGENERAL OPERATING | Portland, OR | $4K | 2023 |
| Oregon Health & Sciences FoundationGENERAL OPERATING | Portland, OR | $906 | 2023 |
| United Way WorldwideGENERAL OPERATING | Alexandria, VA | $906 | 2023 |
| Or Alliance Of Independent CollegesGENERAL OPERATING | Tualatin, OR | $544 | 2023 |
| Oregon Museum Of Science And IndustryGENERAL OPERATING | Portland, OR | $544 | 2023 |
| Caitlin Gabel SchoolGENERAL OPERATING | Portland, OR | $363 | 2023 |
| Portland Art MuseumGENERAL OPERATING | Portland, OR | $181 | 2023 |
| Oregon Symphony OrchestraGENERAL OPERATING | Portland, OR | $181 | 2023 |
| Oregon Historical SocietyGENERAL OPERATING | Portland, OR | $181 | 2023 |
| Wellesley CollegeGENERAL OPERATING | Wellesley, MA | $181 | 2023 |
| Community Transitional SchoolGENERAL OPERATING | Portland, OR | $7K | 2022 |
| Transition ProjectsGENERAL OPERATING | Portland, OR | $4K | 2022 |
| Hood River County Education FdnGENERAL OPERATING | Hood River, OR | $4K | 2022 |
| Ohsu FoundationGENERAL OPERATING | Portland, OR | $962 | 2022 |
| Oregon Independent College & UniversitiGENERAL OPERATING | Tulatin, OR | $577 | 2022 |
| Trust For Public Lands -OregonGENERAL OPERATING | Seattle, WA | $4K | 2021 |
| United Way Of Columbia-WillametteGENERAL OPERATING | Portland, OR | $911 | 2021 |
| Oregon Independent College FoundationGENERAL OPERATING | Lake Iswego, OR | $547 | 2021 |
| Oregon Museum Of Science & IndustryGENERAL OPERATING | Portland, OR | $547 | 2021 |
| Oregon Symphony AssociationGENERAL OPERATING | Portland, OR | $182 | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI