Private foundation
MASON CITY, IAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $188,299 | $198,622 | $174,042 | $4,132,948 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 12% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| FRANCIS LAUER YOUTH SERVICESMASON CITY, IA | YOUTH HOME - SECURITY UPGRADES | $50,000 | 2017 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Benson | TRUSTEE | 5.00 | $5,000 |
| Gary Benson | TRUSTEE | 2.00 | $3,000 |
| Roberta Anderson | TRUSTEE | 2.00 | $3,000 |
| Roberta Cornelius | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $4,132,948 |
| FY2024 | 990-PF | $159,094 | $212,975 | $206,999 | $4,143,271 | $4,143,271 |
| FY2023 | 990-PF | $122,604 | $238,339 | $231,856 | $4,197,152 | $4,197,152 |
| FY2022 | 990-PF | $141,996 | $237,950 | $231,723 | $4,312,887 | $4,312,887 |
| FY2021 | 990-PF | $126,776 | $231,376 | $225,701 | $4,408,841 | $4,408,841 |
| FY2020 | 990-PF | $147,036 | $228,529 | $222,886 | $4,513,441 | $4,513,441 |
| FY2019 | 990-PF | $137,660 | $234,859 | $228,837 | $4,594,934 | $4,594,934 |
| FY2018 | 990-PF | $177,123 | $238,656 | $233,247 | $4,692,133 | $4,692,133 |
| FY2017 | 990-PF | $131,524 | $236,091 | $231,263 | $4,753,666 | $4,753,666 |
| SCHOLARSHIP FUND |
| $32,000 |
| 2017 |
| MASON CITY SOCCER CLUBMASON CITY, IA | ATHLETICS - YOUTH SOCCER EQUIPMENT | $26,654 | 2018 |
| MASON CITY PUBLIC LIBRARYMASON CITY, IA | COMPUTER - YOUTH ACCESS TO INTERNET | $25,000 | 2017 |
| NORTHERN LIGHTS ALLIANCEMASON CITY, IA | OPERATIONAL SERVICES FOR CHILDREN | $25,000 | 2019 |
| ONE VISIONCLEAR LAKE, IA | OPERATIONAL-CHILD AUTISM THERAPY | $20,000 | 2020 |
| RRMR SCHOOL DISTRICTROCKFORD, IA | EDUCATION - OPERATIONAL FUNDING | $20,000 | 2017 |
| FRANCIS LAUERMASON CITY, IA | CAMPUS REMODELING | $20,000 | 2021 |
| NIACC FOUNDATIONMASON CITY, IA | EDUCATIONAL - YOUTH SUMMER CAMPS | $15,000 | 2018 |
| GREATER IOWA YOUTH FOR CHRISTMASON CITY, IA | FUNDS FOR TRAINING/PROGRAMS | $15,000 | 2023 |
| SPIN DEVELOPMENT JUNIOR CYCLINGMASON CITY, IA | OPERATIONAL - YOUTH SPORTS EQUIPMENT | $15,000 | 2018 |
| RRMR SCHOOL DISTRICTROCKFORD, IA | EDUCATION - CAREER READINESS (STEM) | $15,000 | 2018 |
| ONE VISIONCLEAR LAKE, IA | OPERATIONAL-CHILD AUTISM THERAPY | $15,000 | 2019 |
| MASON CITY YMCAMASON CITY, IA | SUMMER DAY CAMP & AFTER SCHOOL PROG | $15,000 | 2017 |
| IMAGINATION SPLASH STATIONRUDD, IA | NEW PLAYGROUND | $15,000 | 2023 |
| FOSSIL & PRAIRIE CONSERVATION FOUNDROCKFORD, IA | NEW PLAYGROUND SYSTEM | $15,000 | 2022 |
| ONE VISIONCLEAR LAKE, IA | SENSORY ROOM EQUIPMENT | $15,000 | 2023 |
| RUDD PUBLIC LIBRARYRUDD, IA | OPERATIONAL - YOUTH ACTIVITIES | $13,500 | 2019 |
| RRMR SCHOOL DISTRICTROCKFORD, IA | EDUCATIONAL - YOUTH FRONTIER RETREAT | $13,425 | 2018 |
| FOSSIL & PRAIRIE CONSERVATION FOUNDROCKFORD, IA | EQUIPMENT FOR YOUTH ACTIVITIES | $13,028 | 2018 |
| LINCOLN INTERMEDIATE PTOMASON CITY, IA | CHARGING STATION - CHROME BOOKS | $11,000 | 2017 |
| RRMR SCHOOL DISTRICTROCKFORD, IA | SCHOLARSHIP FUND | $10,302 | 2017 |
| YMCA REHABILITATION CENTERMASON CITY, IA | 12 PASSENGER VAN | $10,000 | 2024 |
| MARBLE ROCK FIRE DEPARTMENTMARBLE ROCK, IA | SAFETY DAY CAMP ACTIVITIES FOR YOUTH | $10,000 | 2018 |
| ONE VISIONCLEAR LAKE, IA | PROVIDE ABA THERAPY THRU TELEHEALTH | $10,000 | 2021 |
| 2.00 |
| $3,000 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202403109349101535
Form 990-PF · FY2023 · period ending Jun 30, 2023
Filing id 202323119349101842
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202223119349102077
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202113159349100216
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202012829349100206
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 201902839349100120
Form 990-PF · FY2018 · period ending Jun 30, 2018
Filing id 201812419349100911
Form 990-PF · FY2017 · period ending Jun 30, 2017
Filing id 201742359349100304
Form 990-PF · FY2016 · period ending Jun 30, 2016
Filing id 201642879349100304
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.