Carlos and Marguerite Mason Trust

Mission

To improve the process of organ transplantation for needy Georgia residents. The trust distributes grants to 501(c)(3) organizations located in Georgia that can provide financial assistance to needy Georgia residents requiring transplants of eyes, kidneys, hearts, and other human organs.

Up to 25% of the trust’s income may be used for researching methods of improving the transplant of eyes, kidneys, hearts, and other human organs.

Application

The trustee does not require a formal application, but requests submitting a proposal outlining the project or program. Please refer to the Grant Guidelines tab for details on submission requirements.

Application deadlines

Applications must be postmarked or hand delivered to the office of the trustee by June 1.

Contact information

Carlos and Marguerite Mason Trust
c/o Wells Fargo Bank, N.A., Trustee
MAC G0141-041
3280 Peachtree Road, N.E.
Suite 400
Atlanta, GA 30305

Program areas

Health
Human services

Program subareas

Medical research
Health care

Program limitations

Financial assistance to needy persons or research associated with transplantation of eyes, kidneys, hearts, and other human organs.

States served

Georgia

Types of support

Capital improvements such as buildings, furniture, equipment, and alterations to existing structures.

Start-up grants to new projects and programs addressing a critical need in the area of patient financial challenges associated with solid organ transplantation and demonstrating potential for ongoing external or institutional support.

The trustee will consider challenge or matching grant proposals.

Trustees

Wells Fargo Bank, N.A.

The focus of the Carlos and Marguerite Mason Trust is to respond to the needs of the residents of the state of Georgia in the area of organ transplantation through awarding grants to qualified organizations and institutions.

Requirements

  • Institutions or organizations must be located in the state of Georgia and be tax-exempt entities under Internal Revenue Code Section 501(c)(3).
  • Applicants are required to contact the trustee representative for an appointment prior to submitting a grant request.
  • The trustee makes its decisions based on materials provided in the grant request, interviews, site visits, and recommendations from advisory sources.
  • It is requested that all communication be made through Philanthropic Services at Wells Fargo Bank, N.A. Officers of Wells Fargo Bank, N.A. are not to be personally contacted concerning a proposal or anticipated approach to the trust.
  • The trustee requires that all requests be signed by the chief executive officer of the institution or organization. If request is made for more than one project or program, the chief executive officer must prioritize each project or program.
  • All grant applications must be submitted separately, and the trustee requires 2 copies of each application.

Required items to be submitted

The trustee does not require a formal application form, but requests a proposal outlining the project or program and containing the following information:

  • A description of the project or program
  • Complete itemized project budget, including project schedule
  • Need for the project
  • Other funding sources, including the amount received from each source
  • Names and qualifications of those conducting the project
  • Project objectives and how they will be achieved
  • Method and criteria for evaluation of the project
  • Plans for recognition of the trust as part of the project
  • A brief description of the applicant organization
  • List of its officers, board of directors, or trustees
  • A copy of its Internal Revenue Service letter verifying 501(c)(3) status
  • A copy of its most recent audited annual financial statement

Grantmaking priorities

The trustee considers proposals for:

  • Capital improvements such as buildings, furniture, equipment, and alterations to existing structures
  • Start-up grants for new projects and programs addressing a critical need in the area of patient financial challenges associated with solid organ transplantation and demonstrating potential for ongoing external or institutional support
  • Challenge or matching grant proposals
  • Grants up to three years in length

Limitations

The trustee generally does not fund:

  • Endowment or general goodwill advertising
  • Grants that would replace existing sources of funding
  • Indirect or overhead expenses for projects at colleges, universities, governmental units, or other established organizations
  • Grants to individuals

Application period and deadlines

Applications must be postmarked or hand delivered to the office of the trustee by June 1.

Contact information

Carlos and Marguerite Mason Trust
c/o Wells Fargo Bank, N.A., Trustee
MAC G0141-041
3280 Peachtree Road, N.E.
Suite 400
Atlanta, GA 30305

Required agreements and reports

The trustee requires periodic reporting during the project, as well as a report at the end of the grant period.

About the Foundation

Marguerite Fugazzi Mason died in January 1991, leaving the bulk of her estate to the Carlos and Marguerite Mason Trust. The purpose of the trust, created in loving memory of her husband, Carlos Mason, is to improve the process of organ transplantation for Georgians through grants to 501(c)(3) organizations “first and primarily to enable them to provide needy persons who are residents of the state of Georgia with financial assistance when they require transplants of eyes, kidneys, hearts, and other human organs.”