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 2024 filing: $2.8M revenue, $532K expenses, $7.0M total assets. IRS filings disclose 151 grants awarded by this foundation, totaling roughly $753K.

EIN: 856781091 GREEN BAY, WI Latest filing: 2024
Total Revenue$2.8M
Total Expenses$532K
Total Assets$7.0M
Grants Given151
Grant Total$753K
Filing Years2021–2024

Sample Grants Given

ST JOHN'S MINISTRIES
GREEN BAY, WI · 2024
PROVIDE GENERAL FUNDING AND FUNDING FOR ST. JOHN'S HOMELESS SHELTER
$70,000
FOUNDATIONS HEALTH & WHOLENESS INC
GREEN BAY, WI · 2024
PROVIDE GENERAL FUNDING
$65,000
NEW COMMUNITY CLINIC LTD
GREEN BAY, WI · 2024
PROVIDE GENERAL FUNDING
$50,000
THE SALVATION ARMY
GREEN BAY, WI · 2024
PROVIDE GENERAL FUNDING
$50,000
GREATER GREEN BAY COMMUNITY FOUNDATION INC
GREEN BAY, WI · 2024
PROVIDE GENERAL FUNDING
$45,600

Showing up to 5 of 151 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
$307,302 20 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
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 2024, reported annual revenue grew from $992K to $2.8M (+182%), with total assets most recently reported at $7.0M.

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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