Civic Intelligence

Mason Family Charitable Trust

EIN 52-6851030 • Naples, FL

880 Spyglass LaneNaples, FL 34102
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2018

Asset Growth

65th percentile

4.9%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

-5.1%

Faster revenue growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$363,493

Up $17,008 (+4.9%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$363,493

No earlier filing loaded for comparison.

Revenue

Down

$20,173

Down $1,085 (-5.1%) from 2024

Expenses

Down

$3,165

Down $204,760 (-98%) from 2024

Net Income

Up

$17,008

Up $203,675 (+109%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $478,583Liabilities 2012: $02012Assets 2013: $518,256Liabilities 2013: $02013Assets 2014: $457,515Liabilities 2014: $02014Assets 2015: $600,804Liabilities 2015: $22,682Net Assets 2015: $578,1222015Assets 2016: $569,563Liabilities 2016: $12016Assets 2017: $566,623Liabilities 2017: $0Net Assets 2017: $566,6232017Assets 2018: $543,811Liabilities 2018: $0Net Assets 2018: $543,8112018Assets 2019: $542,600Liabilities 2019: $0Net Assets 2019: $542,6002019Assets 2020: $489,351Liabilities 2020: $0Net Assets 2020: $489,3512020Assets 2021: $498,398Liabilities 2021: $0Net Assets 2021: $498,3982021Assets 2022: $547,114Liabilities 2022: $0Net Assets 2022: $547,1142022Assets 2023: $533,152Liabilities 2023: $0Net Assets 2023: $533,1522023Assets 2024: $346,485Liabilities 2024: $12024Assets 2025: $363,493Liabilities 2025: $0Net Assets 2025: $363,4932025

Highlighted filing

2025

Assets$363,493
Liabilities$0
Net Assets$363,493

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2012: $6,753Expenses 2012: $38,281Net Income 2012: -$31,5282012Revenue 2013: $68,214Expenses 2013: $28,541Net Income 2013: $39,6732013Revenue 2014: $8,504Expenses 2014: $69,245Net Income 2014: -$60,7412014Revenue 2015: $173,177Expenses 2015: $52,570Net Income 2015: $120,6072015Revenue 2016: $29,528Expenses 2016: $38,087Net Income 2016: -$8,5592016Revenue 2017: $10,742Expenses 2017: $13,682Net Income 2017: -$2,9402017Revenue 2018: $4,875Expenses 2018: $27,687Net Income 2018: -$22,8122018Revenue 2019: $56,739Expenses 2019: $57,950Net Income 2019: -$1,2112019Revenue 2020: $21,609Expenses 2020: $74,858Net Income 2020: -$53,2492020Revenue 2021: $46,734Expenses 2021: $37,687Net Income 2021: $9,0472021Revenue 2022: $171,783Expenses 2022: $123,067Net Income 2022: $48,7162022Revenue 2023: $18,097Expenses 2023: $32,059Net Income 2023: -$13,9622023Revenue 2024: $21,258Expenses 2024: $207,925Net Income 2024: -$186,6672024Revenue 2025: $20,173Expenses 2025: $3,165Net Income 2025: $17,0082025

Highlighted filing

2025

Revenue$20,173
Expenses$3,165
Net Income$17,008

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.20$0.03$0.17
2024Summary only. Only limited summary data is available for this year.$3.46$0.00$0.21$2.08$1.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.18$0.32$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$1.72$1.23$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$0.47$0.38$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.22$0.75$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$0.57$0.58$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.05$0.28$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$0.11$0.14$0.03
2016Summary only. Only limited summary data is available for this year.$5.70$0.00$0.30$0.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.23$5.78$1.73$0.53$1.21
2014Summary only. Only limited summary data is available for this year.$4.58$0.00$0.09$0.69$0.61
2013Summary only. Only limited summary data is available for this year.$5.18$0.00$0.68$0.29$0.40
2012Summary only. Only limited summary data is available for this year.$4.79$0.00$0.07$0.38$0.32
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jul 27, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND MASONTrustee-$0--
RAND MASONTrustee-$0--
PAIGE LITTLETONTrustee-$0--
CAROL GAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mason Family Charitable Trust
EIN
52-6851030
Phone
4104545282
Address
880 SPYGLASS LANE, NAPLES, FL 34102

Signing Officer

Name
Raymond Mason
Title
Trustee
Signed
2018-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Oracle Capital Strategies LLC
Address
2330 W JOPPA RD SUITE 107-A, LUTHERVILLE, MD 21093
Preparer
Mary Bowden
Phone
4108787002
Raw XML Appendix339 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02675
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ORACLE CAPITAL STRATEGIES, LLC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02675
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Treatment of Unused Prior Year Corpus Distributions IRC 4943g3, Reg. 53.4942a-3c2iv Pursuant to IRC
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Treatment of Unused Prior Year Corpus Distributions IRC 4943g)3) Reg. 53.4942a)3c)2)iv) Pursuant to IRC Section 4943g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current year. Office Signature Trustee
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt059896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt127152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt427756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt519112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt657674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt926571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1127115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1229994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0107124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt359840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4266848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt544290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt654616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt751600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt935750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1019850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1193520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1268840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0600 shares of ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1300 shares of AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 shares of APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32000 shares of BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4800 shares of BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51000 shares of CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6800 shares of CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300 shares of FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8500 shares of GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9150 shares of GOLDMAN SACHS GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10500 shares of LEGG MASON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111000 shares of MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122000 shares of KAPSTONE PAPER PACKAGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0137577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CLEARBRIDGE VALUE TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0196660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012453
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-7578
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04875
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04875
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012453
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012453
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22812
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt043291
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-7578
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt027675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04875
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12004-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-17351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-17351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CLEARBRIDGE VALUE TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLEARBRIDGE VALUE TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GENWORTH FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-7578
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22812
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0543811
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0566623
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0543811
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049284
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049284
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049284
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049533
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0249
IRS990PF/DistributableAmountGrp/TotalTaxAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0385
IRS990PF/FMVAssetsEOYAmt01087743
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0566623
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03613
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt031670
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt031670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0400206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0374564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0859413
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0162804
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0137577
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0196660
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0543811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0566623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0543811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01087743
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0566623
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0543811
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0566623
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0543811
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01005740
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0998615
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015086
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049533
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0990654
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01005740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RAYMOND MASON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RAND MASON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAIGE LITTLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAROL GAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0880 SPYGLASS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1880 SPYGLASS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21407 BERWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3433 N RETFORD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BALTIMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SEVERNA PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd221204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd321146
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt057707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt057831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt036570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt051180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt067438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt028541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.058251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.018430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.053476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.069287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.100366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.049694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0990654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0741726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0683853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0738664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0671918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0574336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.291253
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027675
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027675
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027675
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02330 W JOPPA ROAD SUITE 107-A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUTHERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021093
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ORACLE CAPITAL STRATEGIES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum04108787002
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RAYMOND MASON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WALDORF SCHOOL OF BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEIGHBORHOOD HEALTH CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04801 TAMARIND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1121 GOODLETTE ROAD NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0NOT APPLICABLE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027675
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013418
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027675
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016386
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037995
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RAYMOND A MASON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0880 SPYGLASS LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Agent custody fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond Mason
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MASON FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MASO
ReturnHeader/Filer/EIN0526851030
ReturnHeader/Filer/PhoneNum04104545282
ReturnHeader/Filer/USAddress/AddressLine1Txt0880 SPYGLASS LANE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C588F0EAE36F173FA9D6EF8886AE9C49F2B909E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0627EAA12481204F0D59AAAE0019C50B0D6542AF6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.10.173.164
ReturnHeader/FilingSecurityInformation/IPDt02018-07-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:19:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORACLE CAPITAL STRATEGIES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02330 W JOPPA RD SUITE 107-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUTHERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021093
ReturnHeader/PreparerPersonGrp/PhoneNum04108787002
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY BOWDEN
ReturnHeader/ReturnTs02018-07-27T01:21:58-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits