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Rosemary L And John P Mortensen Foundation is a private trust based in GREEN BAY, WI. The foundation received its IRS ruling in 2021. It holds total assets of $7M. Annual income is reported at $12.3M. Total assets have grown from $1.4M in 2020 to $7M in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2021 to 2024. According to available records, Rosemary L And John P Mortensen Foundation has made 129 grants totaling $374K, with a median grant of $500. Annual giving has decreased from $161K in 2021 to $96K in 2023. Individual grants have ranged from N/A to $25K, with an average award of $3K. The foundation has supported 104 unique organizations. The foundation primarily supports organizations in Wisconsin, Georgia, Texas, which account for 71% of all grants. Grantmaking reaches organizations across 18 states. Contributions to this foundation are tax-deductible.
No specific application information is available for this foundation. Check the 990-PF filings below for application guidelines, or visit the foundation's website if listed above.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Rosemary L And John P Mortensen Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 129 grants. Its grantmaking reaches organizations primarily in WI, GA, TX.
Rosemary L And John P Mortensen Foundation has distributed a total of $374K across 129 grants. The median grant size is $500, with an average of $3K. Individual grants have ranged from N/A to $25K.
Rosemary L And John P Mortensen Foundation is a private foundation. To inquire about grants, you can look up the foundation using their EIN (856781091) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Rosemary L And John P Mortensen Foundation is headquartered in GREEN BAY, WI. While based in WI, the foundation distributes grants to organizations across 18 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John Mortensen | PRESIDENT | $0 | $0 | N/A |
| Rosemary Mortensen | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$7M
Fair Market Value
N/A
Net Worth
$4.6M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
129
Total Giving
$374K
Average Grant
$3K
Median Grant
$500
Unique Recipients
104
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Seeds Of HopePROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $750 | 2023 |
| House Of HopePROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $100 | 2023 |
| Disabled American VeteransPROVIDE FUNDING FOR RESEARCH | De Pere, WI | $100 | 2023 |
| Ecumenical Partnership Of HousingPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $15K | 2023 |
| Cp TelethonPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $15K | 2023 |
| Foundations Health & Wholeness Inc - Ethics In Action 2022PROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $15K | 2023 |
| Give Big Green BayPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $14K | 2023 |
| CollegereadyPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $6K | 2023 |
| American Red Cross Of Northeast WisconsinPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $5K | 2023 |
| Nicolet National Bank FoundationPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $4K | 2023 |
| Neighborworks Green BayPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $3K | 2023 |
| St Jude Children'S HospitalPROVIDE FUNDING FOR RESEARCH | Place Memphis, TN | $1K | 2023 |
| Veterans BenefitPROVIDE FUNDING FOR RESEARCH | De Pere, WI | $1K | 2023 |
| Exceptional EquestrainsPROVIDE FUNDING FOR RESEARCH | De Pere, WI | $1K | 2023 |
| Essentia Health FoundationPROVIDE FUNDING FOR RESEARCH | Duluth, MN | $1K | 2023 |
| Wisconsin Humane SocietyPROVIDE FUNDING FOR RESEARCH | Milwaukee, WI | $1K | 2023 |
| Acts 18 FoundationPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $1K | 2023 |
| The Salvation ArmyPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $1K | 2023 |
| Smithsonian InsititutionPROVIDE FUNDING FOR RESEARCH | Washington, DC | $1K | 2023 |
| Corewell (Spectrum) Health FoundationPROVIDE FUNDING FOR RESEARCH | Greenville, MI | $1K | 2023 |
| Serving From The Heart (Lls)PROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $1K | 2023 |
| Green Bay Southwest High SchoolPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $810 | 2023 |
| Pan-Mass ChallengePROVIDE FUNDING FOR RESEARCH | Needham, MA | $500 | 2023 |
| Mission Education IncPROVIDE FUNDING FOR RESEARCH | De Pere, WI | $500 | 2023 |
| Syble Hopp SchoolPROVIDE FUNDING FOR RESEARCH | De Pere, WI | $500 | 2023 |
| American Heart AssociationPROVIDE FUNDING FOR RESEARCH | Dallas, TX | $409 | 2023 |
| The WindPROVIDE FUNDING FOR RESEARCH | Sarasota, FL | $360 | 2023 |
| Learning Gate Community SchoolPROVIDE FUNDING FOR RESEARCH | Lutz, FL | $350 | 2023 |
| Paul'S PantryPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $300 | 2023 |
| Golden HousePROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $300 | 2023 |
| St John'S MinistriesPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $300 | 2023 |
| Child Crisis Of ArizonaPROVIDE FUNDING FOR RESEARCH | Mesa, AZ | $300 | 2023 |
| Cottonwood Creek ChurchPROVIDE FUNDING FOR RESEARCH | Allen, TX | $300 | 2023 |
| Maui Strong FundPROVIDE FUNDING FOR RESEARCH | Honolulu, HI | $300 | 2023 |
| Zion Lutheran Wayside ChurchPROVIDE FUNDING FOR RESEARCH | Greenleaf, WI | $300 | 2023 |
| Trini FoundationPROVIDE FUNDING FOR RESEARCH | Worthington, OH | $300 | 2023 |
| Green Bay Boy Choir & Girl ChoirPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $250 | 2023 |
| Preble Girls Volleyball Booster ClubPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $250 | 2023 |
| Depere Central Lacrosse ClubPROVIDE FUNDING FOR RESEARCH | De Pere, WI | $250 | 2023 |
| Kiwanis Club Of De Pere FoundationPROVIDE FUNDING FOR RESEARCH | De Pere, WI | $232 | 2023 |
| Tim Tebow FoundationPROVIDE FUNDING FOR RESEARCH | Jacksonville, FL | $200 | 2023 |
| ThornPROVIDE FUNDING FOR RESEARCH | El Segundo, CA | $108 | 2023 |
| New Community ShelterPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | $103 | 2023 |
| St Baldrick'S FoundationPROVIDE FUNDING FOR RESEARCH | Monrovia, CA | $102 | 2023 |
| Feeding AmericaPROVIDE FUNDING FOR RESEARCH | Milwaukee, WI | $100 | 2023 |
| Children'S Of WisconsinPROVIDE FUNDING FOR RESEARCH | Milwaukee, WI | $100 | 2023 |
| Jdrf One WalkPROVIDE FUNDING FOR RESEARCH | Menasha, WI | N/A | 2023 |
| Challenged Athletes FoundationPROVIDE FUNDING FOR RESEARCH | San Diego, CA | N/A | 2023 |
| Alzheimer'S AssociationPROVIDE FUNDING FOR RESEARCH | Milwaukee, WI | N/A | 2023 |
| Boys And Girl Club Of Greater Green BayPROVIDE FUNDING FOR RESEARCH | Green Bay, WI | N/A | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI