The Mark and Nancy

ALPINE, UT EIN: 80-1005721

The Mark and Nancy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALPINE, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 6 grants totaling $27K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-1.2% YoY

Annual Giving

$27K

+122.6% YoY

Grant Count

6

+100.0% YoY

Avg Grant Size

$4K

+11.3% YoY

Under IRS private-foundation payout rules, The Mark and Nancy reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.

About The Mark and Nancy

Based on IRS filings

The Mark and Nancy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALPINE, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 6 grants totaling $27K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

AlpineCottonwood HeightsDraperKennesawProvoSalt Lake City

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$65K$97K$130K20202021202220232024
Metric202420232022
Total Assets$1,368,727$1,385,257$1,340,507
Revenue$18,816$78,892$28,956
Expenses$35,346$34,142$49,232
Qualifying Distributions$26,931$12,100$32,763
Net Investment Income$12,810$67,933$11,179
Distributable Amount$65,593$63,029$64,661

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$23K$35K$46K4 grants20207 grants20216 grants20223 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

VARIOUS CHARITIES$10KMELISSA MCCLELLAN$7KMILESTONE HOME$5KLDS PHILANTHROPIES$3KLIGHT THE WORLD$2KCAS ROMANO$500

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Various Charities ($10,113), Melissa Mcclellan ($7,000), Milestone Home ($4,500).

RecipientPurposeAmount
VARIOUS CHARITIES ALPINE, UTDONATIONS$10,113
MILESTONE HOME SALT LAKE CITY, UTDONATIONS$4,500
LIGHT THE WORLD SALT LAKE CITY, UTDONATIONS$2,318
LDS PHILANTHROPIES PROVO, UTDONATIONS$2,500
MELISSA MCCLELLAN ALPINE, UTDONATIONS$7,000
CAS ROMANO ALPINE, UTDONATIONS$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JEFF PETERSONCHAIRMAN1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Mark and Nancy?

The Mark and Nancy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALPINE, UT. It holds $1.4M in total assets as of 2024.

How large is The Mark and Nancy?

As of 2024, The Mark and Nancy holds $1.4M in total assets with $19K in annual revenue. It awarded 6 grants totaling $27K in 2024.

Where does The Mark and Nancy operate?

The Mark and Nancy has awarded grants in Georgia, Utah.

What size grants does The Mark and Nancy award?

In 2024, The Mark and Nancy awarded 6 grants totaling $27K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Mark and Nancy required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mark and Nancy reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Mark and Nancy's EIN?

The Mark and Nancy's EIN (Employer Identification Number) is 80-1005721. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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