Private foundation (trust)EIN 061064150Est. 1982-11
THE WILLIAM AND ALICE MORTENSEN
WEST HARTFORD, CT 061370113
Total Assets
$15.4M
FY 2023
Annual Giving
$784K
FY 2023
Grants Made
72
FY 2023
Avg Grant
$11K
FY 2023
Grant Range
$3K–$100K
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$468K
Total Expenses
$947K
Qualifying Distributions
$865K
Distributable Amount
$737K
Min. Investment Return
$743K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
72 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
285 grants
Grant Size Distribution
285 grants
Geographic Focus
3 states
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