Private foundation (trust)EIN 936051551Est. 2021-09

MASON - LEE TRUST

MILWAUKEE, WI 532010634

Total Assets

$336K

FY 2023

Annual Giving

$22K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$181–$4K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$15K

Total Expenses

$23K

Qualifying Distributions

$23K

Distributable Amount

$20K

Min. Investment Return

$16K

Undistributed Income

$3K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $181 through median $725 to maximum $4K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $23K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

54 grants

COMMUNITY TRANSITIONAL SCHOOL
$11K
2 grants
TRUST FOR PUBLIC LANDS OREGON
$8K
2 grants
TRANSITION PROJECTS
$7K
2 grants
HOOD RIVER COUNTY EDUCATION FDN
$7K
2 grants
TRUST FOR PUBLIC LANDS -OREGON
$4K
1 grant
IMAGO THEATRE
$4K
1 grant
OUTSIDE IN
$4K
1 grant
COLUMBIA CENTER FOR THE ARTS
$4K
1 grant

Grant Size Distribution

54 grants

<$10K
54
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Oregon
$66K
83% of total
Washington
$11K
14% of total
Virginia
$2K
2% of total
Massachusetts
$724
1% of total

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MASON - LEE TRUST — Grants, Financials & Contact | Grantivo