FURP.ORG / PUBLIC DATA EXPLORER

MASON AVE FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MASON AVE FAMILY FOUNDATION (EIN 37-6634026)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-17
IRS object ID
202611989349100526
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-17T18:11:07-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN430831507PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERS MINKLER HUBER & HELM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 MARKET STREET SUITE 500AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631012501ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376634026EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MASON AVE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMASOBusinessNameControlTxt
Phone3148891100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 MASON AVENUEAddressLine1Txt
CityWEBSTER GROVESCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63119ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARD S DINO JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3148891100PhoneNum
Signature2026-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEANNE L MEYERPreparerPersonNm
PTINP00151032PTIN
Phone3146555500PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,537,688FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$619,898DividendsRevAndExpnssAmt
Dividends Net Invst Incm$619,898DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$911,471NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,276,626GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$911,471CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,531,369TotalRevAndExpnssAmt
Total Net Invst Incm$1,531,369TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$104,629OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$104,629OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,173TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,723TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$154,052TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119,602TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,101,760ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,101,760ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,255,812TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119,602TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,101,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$275,557ExcessRevenueOverExpensesAmt
Net Investment Income$1,411,767NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,157,697CashBOYAmt
Cash EOY$1,058,636CashEOYAmt
Cash EOYFMV$1,058,636CashEOYFMVAmt
US Government Obligations BOY$4,748,581USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,139,595USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,997,358USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,400,280CorporateStockBOYAmt
Corporate Stock EOY$11,407,158CorporateStockEOYAmt
Corporate Stock EOYFMV$17,753,159CorporateStockEOYFMVAmt
Corporate Bonds BOY$532,176CorporateBondsBOYAmt
Corporate Bonds EOY$564,346CorporateBondsEOYAmt
Corporate Bonds EOYFMV$535,756CorporateBondsEOYFMVAmt
Other Investments BOY$200,572OtherInvestmentsBOYAmt
Other Investments EOY$200,572OtherInvestmentsEOYAmt
Other Investments EOYFMV$189,320OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,291OtherAssetsBOYAmt
Other Assets EOY$3,459OtherAssetsEOYAmt
Other Assets EOYFMV$3,459OtherAssetsEOYFMVAmt
Total Assets BOY$18,049,597TotalAssetsBOYAmt
Total Assets EOY$18,373,766TotalAssetsEOYAmt
Total Assets EOYFMV$24,537,688TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$18,049,597CapitalStockBOYAmt
Capital Stock EOY$18,373,766CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,049,597TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,373,766TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,049,597TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,373,766TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,049,597TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$275,557ExcessRevenueOverExpensesAmt
Other Increases$48,612OtherIncreasesAmt
Subtotal$18,373,766SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,373,766TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS DIVIDENDSP2024-01-012025-12-31$497,856$497,856$497,856
COMMERCE TRUST #4013P2024-01-012025-12-31$1,778,770$413,615$413,615$1,365,155
FieldValueIRS element (for citing)
Capital Gain Net Income$911,471CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,624InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,624SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,624TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,576OverpaymentAmt
Applied To ES Tax$5,576AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE ORGANIZATIONIndividualWithBooksNm
Phone3148891100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121 MASON AVENUEAddressLine1Txt
CityWEBSTER GROVESCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63119ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEONARD S DINO JR
21 MASON AVENUEWEBSTER GROVESMO63119TRUSTEE2.50$0$0$0
CARRIE N DINO
21 MASON AVENUEWEBSTER GROVESMO63119TRUSTEE2.50$0$0$0
DAVID BYRNE
21 MASON AVENUEWEBSTER GROVESMO63119TRUSTEE2.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,527,749AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$704,492AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,232,241TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,232,241AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$348,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,883,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,144,188MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,144,188MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,624TaxBasedOnInvestmentIncomeAmt
Total Tax$19,624TotalTaxAmt
Distributable Before Adj$1,124,564DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,124,564DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,124,564DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,101,760ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,101,760QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,124,564DistributableAsAdjustedAmt
Undistributed Income PY$1,069,778UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Total For Prior Years$31,982TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,101,760QualifyingDistributionsAmt
Applied To Year1$1,069,778AppliedToYear1Amt
Applied To Prior Years$31,982AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,124,564UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEONARD S DINO JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KEEN SAINT LOUIS
PO BOX 440412SAINT LOUISMO63144NCFUND OF NEED$7,796
KENRICK-GLENNON SEMINARY
5200 GLENNON DRIVESAINT LOUISMO63119NCFUND OF NEED$25,000
OPERATION FOOD SEARCH
1644 LOTSIE BOULEVARDSAINT LOUISMO63132NCFUND OF NEED$100,000
ST LOUIS POLICE FOUNDATION
9761 CLAYTON ROADSAINT LOUISMO63124NCFUND OF NEED$45,000
ST LOUIS UNIVERSITY HIGH SCHOOL
4970 OAKLANDSAINT LOUISMO63110NCFUND OF NEED$315,000
ST VINCENT DE PAUL
1310 PAPIN STREETSAINT LOUISMO63103NCFUND OF NEED$50,000
ARCHDIOCESE OF SAINT LOUIS
20 ARCHBISHOP MAY DRIVESAINT LOUISMO63119NCFUND OF NEED$35,000
THE CHIEF MASON GRIFFITH FOUNDATION INC
308 N CEDAR STREETROSEBUDMO63091NCFUND OF NEED$50,000
JOURNEYS OF HOPE
PO BOX 190372SAINT LOUISMO63119NCFUND OF NEED$100,000
FRIENDS OF THE FORGOTTEN
500 E ELM STREETLEBANONMO65536NCFUND OF NEED$100,000
HOPE IGNITES ST LOIUS - BOYS HOPE GIRLS HOPE
8027 ELINOR AVERICHMOND HEIGHTSMO63117NCFUND OF NEED$50,000
YOUTHBRIDGE COMMUNITY FOUNDATION
12977 N FORTY DRIVE STE 368SAINT LOUISMO63141NCFUND OF NEED$100,000
MIGHTY OAKES HEART FOUNDATION
122 WEST LOCKWOOD AVESAINT LOUISMO63119NCFUND OF NEED$10,000
BABSON RUGBY DEVELOPMENT INC
33 BAY STREETMARSHFIELDMA02050NCFUND OF NEED$50,000
AMBASSADORS OF FATHER'S HOUSE
1925 WINDSOR HILL DRMATTHEWSNC28105NCFUND OF NEED$63,964
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,101,760TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$619,898ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$911,471ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,531,369ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,531,369TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$6,250Amt
Net Investment Income$6,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionMASON AVE. FAMILY FOUNDATION (FEIN 37-6634026)PURSUANT TO TREASURY REGULATION 53.4942(A)-3(D)(2) MASON AVE. FAMILY FOUNDATION HEREBY ELECTS TO TREAT $31,982 OF ITS 2025 QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME REMAINING FROM TAX YEAR 2023. THIS ELECTION IS INTENDED TO BE REPORTED ON FORM 990-PF, PART XII, LINE 4B. THE AMOUNT ELECTED REPRESENTS QUALIFYING DISTRIBUTIONS MADE DURING THE FOUNDATION'S 2025 TAX YEAR THAT AFTER APPLICATION TO UNDISTRIBUTED INCOME FOR 2024.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS - CTC #4013BondNm
EOY Book Value$564,346EOYBookValueAmt
EOYFMV$535,756EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK - CTC #4013StockNm
EOY Book Value$11,407,158EOYBookValueAmt
EOYFMV$17,753,159EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$5,139,595StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$4,997,358StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPREFERRED DOMESTIC STOCK - CTC #4013CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$200,572BookValueAmt
EOYFMV$189,320EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$10,291BOYBookValueAmt
EOY Book Value$3,459EOYBookValueAmt
EOYFMV$3,459EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGES IN FUND BALANCE$39,017
FORM 4720 EXCISE TAX REFUND$9,595

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCOMMERCE TRUST COMPANYCategoryTxt
Amt$104,629Amt
Net Investment Income$104,629NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$8,723$8,723$0
FEDERAL EXCISE TAXES$34,450$0$0