Crawford Mortensen Test Tr

MILWAUKEE, WI EIN: 47-6020883

Crawford Mortensen Test Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $279K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$279K

-3.3% YoY

Annual Giving

$12K

-4.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-4.2% YoY

Under IRS private-foundation payout rules, Crawford Mortensen Test Tr reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Crawford Mortensen Test Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $63K (100%)

States

Nebraska

Cities

Ord

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$278,518	$287,935	$295,860
Revenue	$9,399	$10,980	$11,123
Expenses	$18,815	$18,904	$22,015
Qualifying Distributions	$14,154	$14,622	$16,043
Net Investment Income	$5,574	$6,022	$6,611
Distributable Amount	$15,264	$14,112	$14,658

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include City of Ord ($11,655).

Recipient	Purpose	Amount
CITY OF ORD ORD, NE	GENERAL OPERATING	$11,655

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$4,935

Frequently Asked Questions

How large is Crawford Mortensen Test Tr?

As of 2024, Crawford Mortensen Test Tr holds $279K in total assets with $9K in annual revenue. It awarded 1 grants totaling $12K in 2024.

Where does Crawford Mortensen Test Tr operate?

Crawford Mortensen Test Tr has awarded grants in Nebraska.

What size grants does Crawford Mortensen Test Tr award?

In 2024, Crawford Mortensen Test Tr awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Crawford Mortensen Test Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Crawford Mortensen Test Tr reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.