B A Mason Trust
- Assets
- $4.9m
- Revenue
- $223.5k
- Investments
- $4.6m
- Employees
- 0
- Location
- Chippewa Falls, WI
- Founding
- 07/1954
- Data as of
- 12/2023
- EIN
- 39-6075816
Organization Overview
B A Mason Trust is located in Chippewa Falls, WI. The organization was established in 1954. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. B A Mason Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, B A Mason Trust generated $223.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (12.0%) each year. All expenses for the organization totaled $185.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, B A Mason Trust has awarded 98 individual grants totaling $2,104,425. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Timothy Scobie Trustee | 1 | $0 | |
Lori Geissler Trustee | 1 | $0 | |
Stephanie Scobie-Mcintrye Trustee | 1 | $0 | |
The Mark Orgel Investment Group Trustee | 1 | $19,366 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $139,588 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $83,960 |
| Capital Gain Net Income | $83,960 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $223,548 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $19,366 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $9,112 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,930 |
| Total operating and administrative expenses | $40,193 |
| Contributions, gifts, grants paid | $145,000 |
| Total expenses and disbursements | $185,193 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $47,296 |
| Savings and temporary cash investments | $286,870 |
| Net Accounts receivable | $1,091 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,628 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,947,244 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $10,582 |
| Total liabilities | $10,582 |
Grants Awarded
Over the last fiscal year, B A Mason Trust has awarded $145,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS & GIRLS CLUB PURPOSE: CAPITAL CAMPAIGN | $50,000 |
CHIPPEWA VALLEY CULTURAL ASSOCIATION PURPOSE: CAPITAL CAMPAIGN | $25,000 |
CHILDRENS MUSEUM OF EAU CLAIRE PURPOSE: CAPITAL CAMPAIGN | $20,000 |
MCDONELL AREA CATHOLIC SCHOOLS PURPOSE: CAPITAL CAMPAIGN | $50,000 |