Rosemary L & John P Mortensen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREEN BAY, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 22 grants totaling $378K. Net investment income was $1.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.0M
Annual Giving
$378K
Grant Count
22
Avg Grant Size
$17K
Under IRS private-foundation payout rules, Rosemary L & John P Mortensen reported a distributable amount of $417K for 2024 — the minimum it must pay out in qualifying distributions.
About Rosemary L & John P Mortensen
Based on IRS filings
Rosemary L & John P Mortensen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREEN BAY, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 22 grants totaling $378K. Net investment income was $1.3M.
Focus Areas
Ready to take the next step with Rosemary L & John P Mortensen?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $7,008,401 | $3,420,862 | $2,652,745 |
| Revenue | $2,791,838 | $1,400,807 | $991,747 |
| Expenses | $532,317 | $198,423 | $230,160 |
| Qualifying Distributions | $378,827 | $118,622 | $161,803 |
| Net Investment Income | $1,270,381 | $1,558,726 | $923,390 |
| Distributable Amount | $417,021 | $141,172 | $164,160 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
100 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St John's Ministries ($70,000), Foundations Health & Wholeness Inc ($65,000), New Community Clinic Ltd ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACTS 18 FOUNDATION INC GREEN BAY, WI | PROVIDE GENERAL FUNDING | $1,000 |
| AMERICAN CANCER SOCIETY GLEN ALLEN, VA | PROVIDE GENERAL FUNDING | $1,000 |
| CEREBRAL PALSY INC GREEN BAY, WI | PROVIDE GENERAL FUNDING | $39,000 |
| COREWELL HEALTH FOUNDATION GREENVILLE HOSPITAL GREENVILLE, MI | PROVIDE GENERAL FUNDING | $500 |
| FOUNDATIONS HEALTH & WHOLENESS INC GREEN BAY, WI | PROVIDE GENERAL FUNDING | $65,000 |
| GREATER GREEN BAY COMMUNITY FOUNDATION INC GREEN BAY, WI | PROVIDE GENERAL FUNDING | $45,600 |
| GREEN BAY KICKERS INC GREEN BAY, WI | PROVIDE GENERAL FUNDING | $1,000 |
| GREEN BAY SOUTHWEST HIGH SCHOOL GREEN BAY, WI | PROVIDE GENERAL FUNDING | $710 |
| IRISH FEST OF THE FOX CITIES APPLETON, WI | PROVIDE GENERAL FUNDING | $5,000 |
| KIWANIS CLUB OF DE PERE FOUNDATION DE PERE, WI | PROVIDE GENERAL FUNDING | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN MORTENSEN | PRESIDENT | 1 | — |
| ROSEMARY MORTENSEN | VICE PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rosemary L & John P Mortensen?
Rosemary L & John P Mortensen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREEN BAY, WI. It holds $7.0M in total assets as of 2024.
How large is Rosemary L & John P Mortensen?
As of 2024, Rosemary L & John P Mortensen holds $7.0M in total assets with $2.8M in annual revenue. It awarded 22 grants totaling $378K in 2024.
Where does Rosemary L & John P Mortensen operate?
Rosemary L & John P Mortensen has awarded grants in Arizona, California, District of Columbia, Florida, Georgia, Iowa, Illinois, Massachusetts, Michigan, Missouri, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.
What size grants does Rosemary L & John P Mortensen award?
In 2024, Rosemary L & John P Mortensen awarded 22 grants totaling $378K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Rosemary L & John P Mortensen required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rosemary L & John P Mortensen reported a distributable amount of $417K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rosemary L & John P Mortensen's EIN?
Rosemary L & John P Mortensen's EIN (Employer Identification Number) is 85-6781091. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Rosemary L & John P Mortensen's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Otto Weisse Tr-sheb Falls
MILWAUKEE, WI
Assets
—
Grants
1
Total Given
$9K
Hematologyoncology Pharmacy Association
MILWAUKEE, WI
Assets
$10.0M
Grants
3
Total Given
$108K
Grafton Medical Foundation
GRAFTON, WI
Assets
$86K
Grants
6
Total Given
$9K
The Argosy Foundation
MILWAUKEE, WI
Assets
$74.0M
Grants
280
Total Given
$16.9M
Farview Foundation
MILWAUKEE, WI
Assets
$2.1M
Grants
32
Total Given
$218K
Isaiah Goodall Trust Nect
MILWAUKEE, WI
Assets
$141K
Grants
1
Total Given
$7K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Rosemary L & John P Mortensen on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Rosemary L & John P Mortensen to a real strategy.