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Nonprofit · EIN 39-6075816

B A MASON TRUST

Tax-exempt · CHIPPEWA FALLS, WI 54729

Financials

$224K$185K2023$895K$304K2024$369K$343K2025
Revenue Expenses · by fiscal year end
Financials of B A MASON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$368,576$342,709$25,867$5,564,156$13,222$5,550,934
December 31, 2024990-PF$894,830$303,843$590,987$5,540,352$12,703$5,527,649
December 31, 2023990-PF$223,548$185,193$38,355$4,947,244$10,582$4,936,662
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$202,549
Net gain from sales of assets
$166,027

Expenses

Grants and similar amounts paid
$300,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$301,250
Excise tax on investment income
$4,719

Balance sheet and other

Total assets, start of year
$5,540,352
Total assets, end of year
$5,564,156
Total liabilities, end of year
$13,222
Net assets, end of year
$5,550,934
Fair market value of assets
$6,515,381
Qualifying distributions
$301,250
Net investment income
$368,576

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TIMOTHY SCOBIE
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE8$0
LORI GEISSLER
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE8$0
STEPHANIE SCOBIE-MCINTRYE
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE8$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
TIMOTHY SCOBIE
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE8$0
LORI GEISSLER
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE8$0
STEPHANIE SCOBIE-MCINTRYE
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE8$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
THE MARK ORGEL INVESTMENT GROUP
4205 SOUTHTOWNE ROAD, EAU CLAIRE, WI 54702
TRUSTEE1$19,366
TIMOTHY SCOBIE
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE1$0
LORI GEISSLER
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE1$0
STEPHANIE SCOBIE-MCINTRYE
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 547291691
TRUSTEE1$0

Address and contacts

Address (IRS master file)
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 54729-1691
Signed the 990-PF
LORI GEISSLER, TRUSTEE
Phone
(715) 723-1871
Return prepared by
WIPFLI ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6075816
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,564,156
Income (IRS master file)
$1,593,708

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$368,576$342,709$5,564,156XML
990-PFDecember 2024$894,830$303,843$5,540,352XML
990-PFDecember 2023$223,548$185,193$4,947,244XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6075816).

Questions about B A MASON TRUST

What is the EIN of B A MASON TRUST?
The employer identification number (EIN) of B A MASON TRUST is 39-6075816.
Is B A MASON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to B A MASON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does B A MASON TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of B A MASON TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did B A MASON TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of B A MASON TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does B A MASON TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $368,576, expenses of $342,709 and total assets of $5,564,156 at year end.

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