Mortenson Family Foundation Inc
Mortenson Family Foundation Inc is a private foundation focused on Housing & Shelter, based in Mount Pleasant, SC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $284K in total assets. In 2024, it awarded 5 grants totaling $25K. Net investment income was $23K.
Key facts about Mortenson Family Foundation Inc
In short: Mortenson Family Foundation Inc gave $25K across 5 grants in 2024 (avg $5K), top state North Carolina. Source: 2024 IRS Form 990-PF.
- EIN
- 87-3181996
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $25,000
- Grants made (2024)
- 5
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $283,749
- Primary geography
- North Carolina (40% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$284K
+7.5% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$5K
-40.0% YoY
Under IRS private-foundation payout rules, Mortenson Family Foundation Inc reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
How Mortenson Family Foundation Inc gives
- In 2024 it paid out 185% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $25K (2023) to $25K (2024). In 2024 it made 5 grants totaling $25K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Samaritan's Purse ($10K). Together the top 5 received $25K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samaritan's Purse Boone, NC | General Support | $10,000 |
| St Jude's Childrens Hospital Memphis, TN | General Support | $5,000 |
| John Hageee Ministries San Antonio, TX | General Support | $5,000 |
| Jill's House Vienna, VA | General Support | $2,500 |
| Sanctuary of Hope San Antonio, TX | General Support | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $283,749 | $263,863 | $351,183 |
| Revenue | $48,279 | $12,748 | $351,183 |
| Expenses | $28,393 | $38,844 | — |
| Qualifying Distributions | $25,009 | $32,135 | — |
| Net Investment Income | $23,048 | $2,372 | $1,582 |
| Distributable Amount | $13,544 | $12,296 | $1,480 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
Mortenson Family Foundation Inc's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Crisanne Mortenson
Director
On filings since 2021
1 hr/week
No compensation reported
Stan Mortenson
Director
On filings since 2021
1 hr/week
No compensation reported
Theresa Sievers
Director
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Mortenson Family Foundation Inc
How much does Mortenson Family Foundation Inc give each year?
Mortenson Family Foundation Inc gave $25K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 3 grants.
What is Mortenson Family Foundation Inc's typical grant size?
Mortenson Family Foundation Inc's median grant in 2024 was $5,000, and its average grant was $5,000, across 5 grants on its 2024 IRS Form 990-PF.
Where does Mortenson Family Foundation Inc give grants?
Mortenson Family Foundation Inc's top state is North Carolina, with 40% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Texas (30%) and Tennessee (20%). The most frequent recipient cities were San Antonio, TX (2 grants).
Does Mortenson Family Foundation Inc give general operating support?
Yes: 100% of Mortenson Family Foundation Inc's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Mortenson Family Foundation Inc's largest grantees?
Mortenson Family Foundation Inc's largest 2024 grantees include Samaritan's Purse ($10,000), St Jude's Childrens Hospital ($5,000) and John Hageee Ministries ($5,000), according to its 2024 IRS Form 990-PF. Together they received 80% of its itemized 2024 grant dollars.
How large is Mortenson Family Foundation Inc?
Mortenson Family Foundation Inc reported $284K in total assets on its 2024 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
What is Mortenson Family Foundation Inc?
Mortenson Family Foundation Inc is a private foundation focused on Housing & Shelter, based in Mount Pleasant, SC. It holds $284K in total assets as of 2024.
What is Mortenson Family Foundation Inc's EIN?
Mortenson Family Foundation Inc's EIN (Employer Identification Number) is 87-3181996. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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