Mason - Lee Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Mason - Lee Trust. Data shown is extracted from Form 990-PF filings.

EIN: 93-6051551

Foundation Overview

Based in Milwaukee, WI, Mason - Lee Trust has awarded 80 grants totaling $125,347 to organizations in Oregon, Massachusetts and 2 other states across the US. Individual grants range from $169 to $7,304, with a median award of $577.

Latest Tax Year
2023
Total Giving (all years)
$125,347
Total Assets
$335,695
Median Grant (all grants)
$577

Latest Form 990-PF Snapshot

Total Grants
14
Median Grant
$725
% Median Grant Growth
+26% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 36%

5 of 14 recipients (36%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Oregon

81% of all grants are concentrated in Oregon, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Oregon, funding concentrates in Portland (77%), Hood River (11%), Tulatin (5%).

Funding Trajectory
+30%

Moderate 30% growth trend over 3 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Mason - Lee Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Imago Theatre $3,535 Portland, OR, US General Operating 2023
Oregon Historical Society $181 Portland, OR, US General Operating 2023
Or Alliance Of Independent Colleges $544 Tualatin, OR, US General Operating 2023
Portland Art Museum $181 Portland, OR, US General Operating 2023
Wellesley College $181 Wellesley, MA, US General Operating 2023
Oregon Museum Of Science And Industry $544 Portland, OR, US General Operating 2023
Oregon Symphony Orchestra $181 Portland, OR, US General Operating 2023
United Way Worldwide $906 Alexandria, VA, US General Operating 2023
Oregon Health & Sciences Foundation $906 Portland, OR, US General Operating 2023
Trust For Public Lands Oregon $3,751 Seattle, WA, US General Operating 2023
Columbia Center For The Arts $3,535 Hood River, OR, US General Operating 2023
Caitlin Gabel School $363 Portland, OR, US General Operating 2023
Outside In $3,535 Portland, OR, US General Operating 2023
Hood River County School District $3,535 Hood River, OR, US General Operating 2023
Transition Projects $3,751 Portland, OR, US General Operating 2022
Oregon Symphony Orchestra $192 Portland, OR, US General Operating 2022
Wellesley College $192 Wellesley, MA, US General Operating 2022
United Way Worldwide $962 Alexandria, VA, US General Operating 2022
Ohsu Foundation $962 Portland, OR, US General Operating 2022
Caitlin Gabel School $385 Portland, OR, US General Operating 2022
Oregon Museum Of Science And Industry $577 Portland, OR, US General Operating 2022
Community Transitional School $7,304 Portland, OR, US General Operating 2022
Trust For Public Lands Oregon $3,751 Seattle, WA, US General Operating 2022
Hood River County Education Fdn $3,751 Hood River, OR, US General Operating 2022
Oregon Independent College & Universiti $577 Tulatin, OR, US General Operating 2022
Oregon Historical Society $192 Portland, OR, US General Operating 2022
Portland Art Museum $192 Portland, OR, US General Operating 2022
Transition Projects $3,751 Portland, OR, US General Operating 2022
Oregon Symphony Orchestra $192 Portland, OR, US General Operating 2022
Wellesley College $192 Wellesley, MA, US General Operating 2022
United Way Worldwide $962 Alexandria, VA, US General Operating 2022
Ohsu Foundation $962 Portland, OR, US General Operating 2022
Caitlin Gabel School $385 Portland, OR, US General Operating 2022
Oregon Museum Of Science And Industry $577 Portland, OR, US General Operating 2022
Community Transitional School $7,304 Portland, OR, US General Operating 2022
Trust For Public Lands Oregon $3,751 Seattle, WA, US General Operating 2022
Hood River County Education Fdn $3,751 Hood River, OR, US General Operating 2022
Oregon Independent College & Universiti $577 Tulatin, OR, US General Operating 2022
Oregon Historical Society $192 Portland, OR, US General Operating 2022
Portland Art Museum $192 Portland, OR, US General Operating 2022
Transition Projects $3,751 Portland, OR, US General Operating 2022
Oregon Symphony Orchestra $192 Portland, OR, US General Operating 2022
Wellesley College $192 Wellesley, MA, US General Operating 2022
United Way Worldwide $962 Alexandria, VA, US General Operating 2022
Ohsu Foundation $962 Portland, OR, US General Operating 2022
Caitlin Gabel School $385 Portland, OR, US General Operating 2022
Oregon Museum Of Science And Industry $577 Portland, OR, US General Operating 2022
Community Transitional School $7,304 Portland, OR, US General Operating 2022
Trust For Public Lands Oregon $3,751 Seattle, WA, US General Operating 2022
Hood River County Education Fdn $3,751 Hood River, OR, US General Operating 2022
Oregon Independent College & Universiti $577 Tulatin, OR, US General Operating 2022
Oregon Historical Society $192 Portland, OR, US General Operating 2022
Portland Art Museum $192 Portland, OR, US General Operating 2022
Oregon Independent College Foundation $547 Lake Iswego, OR, US General Operating 2021
Wellesley College $182 Wellesley, MA, US General Operating 2021
Oregon Health & Sciences Foundation $911 Portland, OR, US General Operating 2021
Caitlin Gabel School $364 Portland, OR, US General Operating 2021
Oregon Symphony Association $182 Portland, OR, US General Operating 2021
Trust For Public Lands -oregon $3,553 Seattle, WA, US General Operating 2021
Transition Projects $3,553 Portland, OR, US Generel Operating 2021
Community Transitional School $3,553 Portland, OR, US General Operating 2021
Hood River County Education Fdn $3,553 Hood River, OR, US General Operating 2021
Oregon Historical Society $182 Portland, OR, US General Operating 2021
Oregon Museum Of Science & Industry $547 Portland, OR, US General Operating 2021
Portland Art Museum $182 Portland, OR, US General Operating 2021
United Way Of Columbia-willamette $911 Portland, OR, US General Operating 2021
Arbor School $3,376 Tualatin, OR, US General Operating 2020
Crossroads Carnegie Art Center $3,275 Baker City, OR, US General Operating 2020
Mrg Foundation $3,275 Portland, OR, US General Operating 2020
Oregon Justice Resource Center $2,838 Portland, OR, US General Operating 2020
Thrive $405 Hood River, OR, US General Operating 2020
Oregon Independent College Foundation $507 Lake Iswego, OR, US General Operating 2020
Wellesley College $169 Wellesley, MA, US General Operating 2020
Oregon Health & Sciences Foundation $844 Portland, OR, US General Operating 2020
Caitlin Gabel School $338 Portland, OR, US General Operating 2020
Oregon Symphony Association $169 Portland, OR, US General Operating 2020
Oregon Historical Society $169 Portland, OR, US General Operating 2020
Oregon Museum Of Science & Industry $507 Portland, OR, US General Operating 2020
Portland Art Museum $169 Portland, OR, US General Operating 2020
United Way Of Columbia-willamette $844 Portland, OR, US General Operating 2020

Foundations Similar to Mason - Lee Trust

Discover 5 foundations with comparable assets ($324,708-$336,172), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 43-6276793 | 49 grants awarded
$335,686
(≈ Similar)
$500
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 20-2277368 | 107 grants awarded
$336,172
(≈ Similar)
$900
median grant
Onalaska, WI
Same state
100%
Excellent match

EIN: 84-2522471 | 27 grants awarded
$327,231
(≈ Similar)
$350
median grant
Waupaca, WI
Same state
99%
Excellent match

EIN: 39-1975173 | 196 grants awarded
$326,925
(≈ Similar)
$500
median grant
Elm Grove, WI
Same state
99%
Excellent match

EIN: 47-4690250 | 2168 grants awarded
$324,708
(≈ Similar)
$500
median grant
Merrill, WI
Same state
98%
Excellent match

Contact Information

Official contact details for Mason - Lee Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 93-6051551
Website N/A
Address PO BOX 634 Milwaukee, WI 53201-0634

Key People (1)

Board members, trustees, and key staff who oversee Mason - Lee Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Us Bank N A

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Mason - Lee Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.