Mortenson Foundation Inc
Mortenson Foundation Inc is a private foundation, based in Southport, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $88K in total assets. In 2024, it awarded 5 grants totaling $12K. Net investment income was $3K.
Mortenson Foundation Inc at a glance
In short: Mortenson Foundation Inc gave $12K across 5 grants in 2024 (avg $2K), top state North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $11,640
- +59.0% vs 2023
- Grants made (2024)
- 5
- +25.0% vs 2023
- Average grant
- $2,328
- +27.2% vs 2023
- Median grant
- $2,500
- Total assets
- $87,645
- -2.7% vs 2023
- Primary geography
- North Carolina (43% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Mortenson Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Samaritans Purse ($5K). Together the top 4 received $12K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How Mortenson Foundation Inc gives
- In 2024 it paid out 234% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $6K (2022) to $12K (2024). In 2024 it made 5 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samaritans Purse Boone, NC | Children and Disasters Worldwide | $5,000 |
| Pregnancy Resource Center Panama City, FL | Support & Diapers | $2,500 |
| Alliance Defending Freedom Scottsdale, AZ | Defending Right to Free Speech | $2,500 |
| Tunnels to Towers Staten Island, NY | Support | $1,500 |
| Pregnancy Resource Center Panama City, FL | Help Women with Pregnancies | $140 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $87,645 | $10,101 | $13,973 | $11,640 | 5 | $11,640 | $2,513 | $4,968 |
| 2023 | $90,059 | $2,818 | $9,346 | $7,321 | 4 | $7,321 | — | — |
| 2022 | $96,533 | $103,712 | $7,247 | $6,143 | 4 | $6,143 | $68 | — |
Under IRS private-foundation payout rules, Mortenson Foundation Inc reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mortenson Foundation Inc's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dale E. Mortenson
Director
President → Director, 2022
On filings since 2020
0.1 hrs/week
No compensation reported
Eileen Mortenson
Director
Treasurer → Director, 2022
On filings since 2020
0.1 hrs/week
No compensation reported
Immanuel Mortenson
Director
On filings since 2022
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Foundation Inc
How much does Mortenson Foundation Inc give each year?
Mortenson Foundation Inc gave $12K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $7K across 4 grants.
What is Mortenson Foundation Inc's typical grant size?
Mortenson Foundation Inc's median grant in 2024 was $2,500, and its average grant was $2,328, across 5 grants on its 2024 IRS Form 990-PF.
Where does Mortenson Foundation Inc give grants?
Mortenson Foundation Inc's top state is North Carolina, with 43% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (23%) and Arizona (21%). The most frequent recipient cities were Panama City, FL (2 grants).
Does Mortenson Foundation Inc give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on Mortenson Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
Who are Mortenson Foundation Inc's largest grantees?
Mortenson Foundation Inc's largest 2024 grantees include Samaritans Purse ($5,000), Pregnancy Resource Center ($2,640 across 2 grants) and Alliance Defending Freedom ($2,500), according to its 2024 IRS Form 990-PF. Together they received 87% of its itemized 2024 grant dollars.
How large is Mortenson Foundation Inc?
Mortenson Foundation Inc reported $88K in total assets on its 2024 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is Mortenson Foundation Inc's EIN?
Mortenson Foundation Inc's EIN (Employer Identification Number) is 86-2688528. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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