The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc

Public charity · Grantmaker Louisville, KY EIN: 26-2883099

The organization is committed to programs that support education, healthcare and employee assistance in our community and around the world. We support our team members and their families in times of crisis or with educational endeavors.

Key facts about The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc

In short: The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc gave $16K across 2 grants in 2024 (avg $8K), mostly in Kentucky. Source: 2024 IRS Form 990.

EIN
26-2883099
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$15,833
Grants made (2024)
2
Average grant
$7,917
Median grant
$7,917
Total assets
$593,727
Primary geography
Kentucky (63% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$594K

+13.3% YoY

Annual Giving

$16K

-61.4% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$8K

-42.1% YoY

About The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc

Based on IRS filings

The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc is a public charity focused on Health, based in Louisville, KY. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $594K in total assets. In 2024, it awarded 2 grants totaling $16K. Net investment income was $3K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 2 itemized grants.

Cities

LouisvilleSavannahLexington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K3 grants2022 3 grants2023 2 grants2024

From 2022 to 2024, annual grant giving ranged from $16K (2024) to $76K (2022). In 2024 it made 2 grants totaling $16K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Water Step: $10KWater Step$10KCandler Foundation Inc: $6KCandler Foundation Inc$6K

The largest 2024 recipient was Water Step ($10K). Together the top 2 received $16K.

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Water Step Louisville, KYTo Support the Organization's Charitable Purpose$10,000
Candler Foundation Inc Savannah, GATo Support the Organization's Charitable Purpose$5,833

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K$400K2022 2023 2024
Metric202420232022
Total Assets$593,727$524,137$513,201
Revenue$315,006$353,878$325,688
Expenses$258,922$341,942$329,461
Net Investment Income$2,806——

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
  2. Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
  3. Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
  4. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc is led by O. Wayne Mortenson, President on every filing since 2022; none of the 9 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • O. Wayne Mortenson

    President

    On filings since 2022

    1 hr/week

    No compensation reported

  • Dawn Brutscher

    Executive Director

    Executive Director & Director → Executive Director, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Cassidy Rutledge

    Chair & Employee Relief Fund Committee

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Phi Bui

    Chair & Scholarship Committee

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Stacey Paul

    Chair & Grants Committee

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Dena Engilman

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Emily Kiefer

    Secretary

    Secretary & Director → Secretary, 2024

    On filings since 2022

    1 hr/week

    No compensation reported

  • Glenda Sue Mortenson

    Vice President

    On filings since 2022

    1 hr/week

    No compensation reported

  • Tanya Stewart

    Treasurer

    Treasurer & Director → Treasurer, 2024

    On filings since 2022

    3 hrs/week

    No compensation reported

Former officers (2)
  • Former: William D. Engilman (2022–2023) — Director
  • Former: Candace Weber (2022) — Executive Director & Director

Data from IRS Form 990 filings, 2022–2024. "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 The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc

How much does The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc give each year?

The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc gave $16K across 2 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $41K across 3 grants.

How large is The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc?

The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc reported $594K in total assets on its 2024 IRS Form 990. Its revenue that year was $315K.

What is The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc?

The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc is a public charity focused on Health, based in Louisville, KY. It holds $594K in total assets as of 2024.

Where does The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc operate?

The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc has awarded grants in Georgia, Kentucky.

What is The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc's EIN?

The O Wayne and Glenda Sue Mortenson Charitable Foundation Inc's EIN (Employer Identification Number) is 26-2883099. IRS Form 990 filing data is available on this page for 2022–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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