Private foundation (trust)EIN 856781091Est. 2021-05
ROSEMARY L & JOHN P MORTENSEN
GREEN BAY, WI 54313
Accepts unsolicited proposalsTotal 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
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
Qualifying distributions as a share of distributable amount.
Grant Range
22 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
151 grants
Grant Size Distribution
151 grants
Geographic Focus
20 states
+10 more states
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