Civic Intelligence
Contractor

Mason Investment Advisory Services

6 customers • 36 returns • Latest tax year 2024 • Reston, VA

Investment ServicesInv. ConsultingInvestment ConsultingInvestment ManagementInvestment Consultant and Management ServicesInvestment Serivces

Customers

6

Returns

36

Total Compensation

$7,429,150

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Blue Grass Community Foundation Inc61-605346682023Investment Serivces • Investment Services$1,976,655
Community Foundation of Greater Fort Wayne Inc35-111945082024Inv. Consulting$1,871,601
Community Foundation of the Eastern Shor52-132601442023Investment Services$1,209,059
Salisbury University Foundation Inc52-112739672020Investment Management$1,092,612
York County Community Foundation23-629986872024Investment Consulting$937,327
Permian Basin Area Foundation75-229500822022Investment Consultant and Management Services$341,896

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2024Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$314,134View return
2024York County Community Foundation990Investment Consulting11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$153,956View return
2023Community Foundation of the Eastern Shor990Investment Services11130 SUNRISE VALLEY SUITE 200, Reston, VA 20191$319,985View return
2023Blue Grass Community Foundation Inc990Investment Services11921 FREEDOM DRIVE SUITE 1000, Reston, VA 20190$291,750View return
2023Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$283,316View return
2023York County Community Foundation990Investment Consulting11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$141,133View return
2022Blue Grass Community Foundation Inc990Investment Services11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$303,595View return
2022Community Foundation of the Eastern Shor990Investment Services11130 SUNRISE VALLEY SUITE 200, Reston, VA 20191$295,936View return
2022Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$268,443View return
2022Permian Basin Area Foundation990Investment Consultant and Management Services11130 Sunrise Valley Drive, Suite 1500, Reston, VA 20191$140,510View return
2022York County Community Foundation990Investment Consulting11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$139,036View return
2021Community Foundation of the Eastern Shor990Investment Services11130 SUNRISE VALLEY SUITE 200, Reston, VA 20191$314,254View return
2021Blue Grass Community Foundation Inc990Investment Services11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$300,181View return
2021Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$274,867View return
2021Permian Basin Area Foundation990Investment Consultant and Management Services11130 Sunrise Valley Drive, Suite 1500, Reston, VA 20191$201,386View return
2021York County Community Foundation990Investment Consulting11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$144,436View return
2020Community Foundation of the Eastern Shor990Investment Services11130 SUNRISE VALLEY SUITE 200, Reston, VA 20191$278,884View return
2020Blue Grass Community Foundation Inc990Investment Services11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$253,661View return
2020Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$212,226View return
2020Salisbury University Foundation Inc990Investment Management11130 SUNRISE VALLEY DR, Reston, VA 20191$181,149View return
2020York County Community Foundation990Investment Consulting11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$119,182View return
2019Blue Grass Community Foundation Inc990Investment Services11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$229,684View return
2019Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$180,613View return
2019Salisbury University Foundation Inc990Investment Management11130 SUNRISE VALLEY DR, Reston, VA 20191$162,896View return
2019York County Community Foundation990Investment Consulting11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$118,998View return
2018Blue Grass Community Foundation Inc990Investment Services11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$223,836View return
2018Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$180,613View return
2018Salisbury University Foundation Inc990Investment Management11130 SUNRISE VALLEY DR, Reston, VA 20191$161,533View return
2018York County Community Foundation990Investment Consulting11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$120,586View return
2017Blue Grass Community Foundation Inc990Investment Services11130 SUNRISE VALLEY DRIVE, Reston, VA 20191$207,452View return
2017Salisbury University Foundation Inc990Investment Management11130 SUNRISE VALLEY DR, Reston, VA 20191$160,762View return
2017Community Foundation of Greater Fort Wayne Inc990Inv. Consulting11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$157,389View return
2016Blue Grass Community Foundation Inc990Investment Serivces11130 Sunrise Valley Drive, Reston, VA 20191$166,496View return
2016Salisbury University Foundation Inc990Investment Management11130 Sunrise Valley Dr Ste 200, Reston, VA 20191$147,427View return
2015Salisbury University Foundation Inc990Investment Management11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$138,320View return
2014Salisbury University Foundation Inc990Investment Management11130 SUNRISE VALLEY DR STE 200, Reston, VA 20191$140,525View return