Private Foundation

ROSEMARY L & JOHN P MORTENSEN FOUNDATION

ROSEMARY L & JOHN P MORTENSEN FOUNDATION is a Private Foundation headquartered in GREEN BAY, WI. Financial data from the 2025 filing: $1.9M revenue, $291K expenses, $6.0M total assets. IRS filings disclose 188 grants awarded by this foundation, totaling roughly $1.0M.

EIN: 856781091 GREEN BAY, WI Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$1.9M
Total Expenses$291K
Total Assets$6.0M
Grants Given188
Grant Total$1.0M
Filing Years2021–2025

Sample Grants Given

FOUNDATIONS HEALTH & WHOLENESS INC
GREEN BAY, WI · 2025
PROVIDE GENERAL FUNDING
$50,000
THE SALVATION ARMY
BOONE, IA · 2025
PROVIDE GENERAL FUNDING
$50,000
GREATER GREEN BAY YMCA INC
GREEN BAY, WI · 2025
PROVIDE GENERAL FUNDING
$25,000
ST JOHN'S MINISTRIES
GREEN BAY, WI · 2025
PROVIDE GENERAL FUNDING
$20,000
PAUL'S PANTRY INC
GREEN BAY, WI · 2025
PROVIDE GENERAL FUNDING
$20,000

Showing up to 5 of 188 total records — full history available with membership.

Officers & Directors

PRESIDENT John Mortensen
VICE PRESIDENT Rosemary Mortensen

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROVIDE GENERAL FUNDING
$551,397 55 grants
PROVIDE FUNDING FOR RESEARCH
$214,587 103 grants
PROVIDE GENERAL FUNDING AND FUNDING FOR ST. JOHN'S HOMELESS SHELTER
$70,000 1 grant
PROVIDE EDUCATIONAL SETTING AND PROGRAM OPTIONS FOR STUDENTS WITH DISABILITIES
$25,000 1 grant
PROVIDE SAFETY, STABILITY AND SOLUTIONS LEADING TO SELF-SUFFICIENCY FOR HOMELESS FAMILIES
$16,200 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $1.9M $291K $6.0M
2024 $2.8M $532K $7.0M
2023 $376K $134K $3.1M
2022 $1.4M $198K $3.4M
2021 $992K $230K $2.7M

Between 2021 and 2025, reported annual revenue grew from $992K to $1.9M (+96%), with total assets most recently reported at $6.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, DC, FL, GA, HI, and 4 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for ROSEMARY L & JOHN P MORTENSEN FOUNDATION

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