Funder DirectoryROSEMARY L & JOHN P MORTENSEN
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Private foundation (trust)EIN 856781091Est. 2021-05

ROSEMARY L & JOHN P MORTENSEN

GREEN BAY, WI 54313

Accepts unsolicited proposals

Total Assets

$12.0M

FY 2024

Annual Giving

$378K

FY 2024

Grants Made

22

FY 2024

Avg Grant

$17K

FY 2024

Grant Range

$100–$70K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$2.8M

Total Expenses

$532K

Qualifying Distributions

$379K

Distributable Amount

$417K

Min. Investment Return

$435K

Undistributed Income

$143K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

22 grants

Grant sizes from minimum $100 through median $3K to maximum $70K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2021 to 2024. Peak $378K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

151 grants

ST JOHN'S MINISTRIES
$71K
3 grants
FOUNDATIONS HEALTH & WHOLENESS INC
$65K
1 grant
THE SALVATION ARMY
$53K
3 grants
NEW COMMUNITY CLINIC LTD
$50K
1 grant
GREATER GREEN BAY COMMUNITY FOUNDATION INC
$46K
1 grant
CEREBRAL PALSY INC
$39K
1 grant
SALVATION ARMY
$30K
2 grants
CP TELETHON
$30K
2 grants

Grant Size Distribution

151 grants

<$10K
126
grants
$10–50K
23
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

20 states

Wisconsin
$705K
94% of total
Georgia
$15K
2% of total
Texas
$10K
1% of total
Arizona
$3K
0% of total
Florida
$2K
0% of total
Tennessee
$2K
0% of total
California
$2K
0% of total
District of Columbia
$2K
0% of total
Iowa
$2K
0% of total
Michigan
$2K
0% of total

+10 more states

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ROSEMARY L & JOHN P MORTENSEN — Grants, Financials & Contact | Grantivo