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.
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
About Mortenson Family Foundation Inc
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STAN MORTENSON | DIRECTOR | 1 | — |
| THERESA SIEVERS | DIRECTOR | 1 | — |
| CRISANNE MORTENSON | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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