Rosemary L & John P Mortensen
Rosemary L & John P Mortensen is a private foundation based in Green Bay, Wisconsin. In 2025, it awarded 37 grants totaling $248,595, including grants to organizations in Wisconsin and Iowa.
Rosemary L & John P Mortensen at a glance
In short: Rosemary L & John P Mortensen gave $249K across 37 grants in 2025 (avg $7K), mostly in Wisconsin. 68% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $248,595
- -34.3% vs 2024
- Grants made (2025)
- 37
- +68.2% vs 2024
- Average grant
- $6,719
- -60.9% vs 2024
- Median grant
- $1,000
- Total assets
- $5,974,618
- -14.8% vs 2024
- New grantees (estimate)
- 68% first-time grantees (25 of 37, 2025)
- Primary geography
- Wisconsin (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rosemary L & John P Mortensen
- How to Apply
-
The filing says applications should be made in writing and include all pertinent information. It lists no restrictions on awards and no application deadline.
- Contact
Application contact: Rosemary L And John P Mortensen Fou
Mailing address: 1967 East Telemark Circle, Green Bay, WI 54313
Phone: (920) 425-9805
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rosemary L & John P Mortensen funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Foundations Health & Wholeness Inc ($50K). Together the top 10 received $210K.
Grant Size Distribution
188 grants across all recorded years
The most common grant size was under $50K: 182 grants of 188 (97%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed to recipients in Wisconsin (80%) and Iowa (20%); the filing lists less than 1% in Michigan. These figures describe the location of the 2025 grant recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 37 itemized grants.
States
Cities
Is Rosemary L & John P Mortensen open to new grantees?
68%
first-time grantees, 2025
In 2025, 25 of 37 grantees (68%) were first-time recipients. First grants averaged $2K; repeat grants $16K. How we count
Medians: $500 first-time, $10K repeat.
- 24% of 2025 grantees were also funded in 2024. Method
- Giving grew 111% from 2022 to 2025. Method
- In 2025 it paid out 47% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $96K (2023) to $378K (2024). In 2025 it made 37 grants totaling $249K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Foundations Health & Wholeness Inc Green Bay, WI | Provide General Funding | $50,000 |
| The Salvation Army Boone, IA | Provide General Funding | $50,000 |
| Greater Green Bay YMCA Inc Green Bay, WI | Provide General Funding | $25,000 |
| Paul's Pantry Inc Green Bay, WI | Provide General Funding | $20,000 |
| St John's Ministries Green Bay, WI | Provide General Funding | $20,000 |
| Ecumenical Partnership for Housing Inc Green Bay, WI | Provide General Funding | $15,200 |
| Gbaso Inc Green Bay, WI | Provide General Funding | $15,000 |
| Freedom House of Ministries Inc Green Bay, WI | Provide General Funding | $5,000 |
| Georges Secret Elves Green Bay, WI | Provide General Funding | $5,000 |
| Irish Fest of the Fox Cities Inc Appleton, WI | Provide General Funding | $5,000 |
Ready to take the next step with Rosemary L & John P Mortensen?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,974,618 | $1,945,294 | $291,080 | $248,595 | 37 | $248,595 | $1,293,148 | $533,606 |
| 2024 | $7,008,401 | $2,791,838 | $532,317 | $378,302 | 22 | $378,827 | $1,270,381 | $417,021 |
| 2023 | $3,088,491 | $376,082 | $134,321 | $96,244 | 51 | $98,134 | $374,192 | $167,522 |
| 2022 | $3,420,862 | $1,400,807 | $198,423 | $117,572 | 49 | $118,622 | $1,558,726 | $141,172 |
| 2021 | $2,652,745 | $991,747 | $230,160 | $160,546 | 29 | $161,803 | $923,390 | $164,160 |
Under IRS private-foundation payout rules, Rosemary L & John P Mortensen reported a distributable amount of $534K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, Foundations Health & Wholeness describes its mission as “innovating care to heal mind and spirit” and strengthening community health and wholeness. Paul’s Pantry says it recovers surplus food and distributes it to people in need, while Ecumenical Partnership for Housing describes providing safety, stability, and solutions for families with children facing homelessness. The Greater Green Bay YMCA says it works to build healthy spirit, mind, and body for all. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In filing year 2025, the foundation made 37 grants totaling $248,595. Grants ranged from $125 to $50,000, with a median grant of $1,000. The largest awards included $50,000 each to Foundations Health & Wholeness Inc. and The Salvation Army; $25,000 to Greater Green Bay YMCA Inc.; $20,000 each to Paul’s Pantry Inc. and St John’s Ministries; and $15,200 to Ecumenical Partnership for Housing Inc. The filing lists the purposes of these awards as general funding.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John Mortensen as president and Rosemary Mortensen as vice president.
Rosemary L & John P Mortensen is led by John Mortensen, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
John Mortensen
President
On filings since 2021
1 hr/week
No compensation reported
Rosemary Mortensen
Vice President
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Rosemary L & John P Mortensen
How much does Rosemary L & John P Mortensen give each year?
Rosemary L & John P Mortensen gave $249K across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $378K across 22 grants.
What is Rosemary L & John P Mortensen's typical grant size?
Rosemary L & John P Mortensen's median grant in 2025 was $1,000, and its average grant was $6,719, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Rosemary L & John P Mortensen that year got $2K on average.
Where does Rosemary L & John P Mortensen give grants?
Rosemary L & John P Mortensen gives mostly in Wisconsin: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Iowa (20%). The most frequent recipient cities were Green Bay, WI (18 grants), De Pere, WI (8 grants) and Appleton, WI (3 grants).
Does Rosemary L & John P Mortensen give general operating support?
Yes: 95% of Rosemary L & John P Mortensen's 2025 grants with a stated purpose (35 of 37) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Rosemary L & John P Mortensen's largest grantees?
Rosemary L & John P Mortensen's largest 2025 grantees include Foundations Health & Wholeness Inc ($50,000), The Salvation Army ($50,000) and Greater Green Bay YMCA Inc ($25,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Rosemary L & John P Mortensen?
Rosemary L & John P Mortensen reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $249K in qualifying distributions that year, against a required minimum of $534K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Rosemary L & John P Mortensen fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, Foundations Health & Wholeness describes its mission as “innovating care to heal mind and spirit” and strengthening community health and wholeness. See mission & focus areas ↑
How do I apply for a grant from Rosemary L & John P Mortensen?
The filing says applications should be made in writing and include all pertinent information. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2023 (received by the IRS October 29, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 20, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Rosemary L & John P Mortensen's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Gannett Foundation Inc
New York, NY
Gannett Foundation’s 2025 grants supported a range of organizations, with listed awards generally between $1,500 and $2,500, though the available figures do not establish a typical grant size or geographic focus. The foundation has wound down: its 2026 filing reports no grants or assets, and no current application process or acceptance of unsolicited requests is stated.
Assets
—
Grants
32
Total Given
$65K
K C Stock Foundation Inc
Green Bay, WI
K C Stock Foundation supports a range of projects, including capital campaigns, community facilities, health, housing, youth services, and emergency response, with most funding going to Wisconsin. In 2024, it made 63 grants totaling about $1.34 million; awards ranged from $750 to $250,000, with a median of $10,000. It accepts unsolicited requests by letter describing the reason for the donation and the suggested amount.
Assets
$21.7M
Grants
63
Total Given
$1.3M
Ch Robinson Worldwide Foundation
Sioux Falls, SD
The foundation funds community needs, supply-chain and logistics initiatives, and environmental sustainability, with a Twin Cities program focused on hunger, shelter, K–12 education, and workforce development. Its 2024 grants ranged from $750 to $2.69 million, with a median of $5,000; its Twin Cities program focuses on Minneapolis–St. Paul, while grants also went to organizations elsewhere. The Strategic Industry program is invitation-only, while the Twin Cities program has an application process.
Assets
$18.2M
Grants
87
Total Given
$4.0M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Cornerstone Foundation
Green Bay, WI
The foundation supports a range of projects, including capital campaigns, housing, shelters, and community programs, primarily in northeastern Wisconsin and especially Brown County. In 2024, grants ranged from $500 to $200,000, with a median of $5,625. Applications are accepted at any time, and applicants are encouraged to call Katie McCarty before applying.
Assets
$24.7M
Grants
70
Total Given
$1.4M
More similar funders
More Funders in Wisconsin
Cite this profile
Grantable. (2026). Rosemary L & John P Mortensen funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/rosemary-l-and-john-p-mortensen-morg_742feaa5249d46e494318a6a4e89b8df
BibTeX
@misc{grantable_856781091_2026,
author = {{Grantable}},
title = {{Rosemary L \& John P Mortensen funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rosemary-l-and-john-p-mortensen-morg_742feaa5249d46e494318a6a4e89b8df},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rosemary L & John P Mortensen's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Rosemary L & John P Mortensen down — hundreds of funders to go?