FundersWisconsin

Rosemary L & John P Mortensen

Green Bay, WI · EIN 85-6781091. Reported 151 grants totalling $752,664 to 118 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$500median grant
$752,664granted, 2021-2024
118organizations funded
21%of grantees funded again the next year
$12.0Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Rosemary L & John P Mortensen did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $500. Half of everything it gave fell between $250 and $3,500; the smallest was $20 and the largest $70,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
85 grants
$1,000 - $5,000
33 grants
$5,000 - $10,000
6 grants
$10,000 - $25,000
20 grants
$25,000 - $50,000
3 grants
$50,000 - $100,000
4 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Salvation ArmyGreen Bay, WI$81,400442024
St John's MinistriesGreen Bay, WI$70,600332024
Foundations Health & Wholeness IncGreen Bay, WI$65,000112024
New Community Clinic LtdGreen Bay, WI$50,000112024
Greater Green Bay Community Foundation IncGreen Bay, WI$45,600112024
Cerebral Palsy IncGreen Bay, WI$39,000112024
Paul's PantryGreen Bay, WI$35,800332024
Cp TelethonGreen Bay, WI$30,000222023
Foundations Health & Wholeness Inc - Ethics in Action 2022Green Bay, WI$25,000222023
Syble HoppDe Pere, WI$25,000112021
Ecumenical Partnership for HousingGreen Bay, WI$16,200112021
St John Homeless ShelterGreen Bay, WI$15,500112021
Boys and Girls ClubAtlanta, GA$15,200112021
Ecumenical Partnership of HousingGreen Bay, WI$15,200112023
Foundation Social ServicesGreen Bay, WI$15,200112021
Humane SocietyGreen Bay, WI$15,200112021
Humane Society - Green Bay CampusGreen Bay, WI$15,200112022
Make a Wish of Ne WisconsinWauwatosa, WI$15,200112021
St John's Homeless ShelterGreen Bay, WI$15,200112022
Mercy Health System CorporationJanesville, WI$14,392112024
Give Big Green BayGreen Bay, WI$13,975112023
Nicolet National Bank FoundationGreen Bay, WI$12,000332023
Cp CenterGreen Bay, WI$10,000112021
CollegereadyGreen Bay, WI$9,500222023
Neighborworks Green BayGreen Bay, WI$8,000222024
American Red Cross of Northeast WisconsinGreen Bay, WI$5,000112023
Caliber Collision Center FoundationLewisville, TX$5,000112021
Irish Fest of the Fox CitiesAppleton, WI$5,000112024
Caliber Foundation - Caliber Classic Golf Tournament 2022Drive Lewisville, TX$4,000112022
Nicolet National Foundation IncGreen Bay, WI$4,000112024
Providence AcademyGreen Bay, WI$3,900112022
Acts 18 Foundation IncGreen Bay, WI$3,000442024
Dogtopia - Conference DonationPhoenix, AZ$3,000112022
St Jude Children's HospitalPlace Memphis, TN$2,350222023
The Salvation ArmyHarlan, IA$2,000112024
Wisconsin Humane SocietyMilwaukee, WI$2,000222024
Green Bay Southwest High SchoolGreen Bay, WI$1,520222024
Learning Gate Community SchoolLutz, FL$1,500332023
Feeding AmericaWashington, DC$1,100112021
American Cancer SocietyGlen Allen, VA$1,000112024
Casas De LuzCarlsbad, CA$1,000112022
College ReadyGreen Bay, WI$1,000112021
Corewell (spectrum) Health FoundationGreenville, MI$1,000112023
Essentia Health FoundationDuluth, MN$1,000112023
Exceptional EquestrainsDe Pere, WI$1,000112023
Green Bay Kickers IncGreen Bay, WI$1,000112024
Military Officers Club of Northeastern Wisconsin IncSeymour, WI$1,000112024
Quad ParishesGreen Bay, WI$1,000112022
Quad Parishes of Green BayGreen Bay, WI$1,000112024
Serving From the Heart (lls)Green Bay, WI$1,000112023
Smithsonian InsititutionWashington, DC$1,000112023
Sports EmporiumDe Pere, WI$1,000112024
The Military Officers Club of New Golf SponsorDe Pere, WI$1,000112022
Veterans BenefitDe Pere, WI$1,000112023
Veterans Benefit FundCanandaigua, NY$1,000112021
Mission Education IncDe Pere, WI$950222023
Golden HouseGreen Bay, WI$900332023
Green Bay Southwest Golf OutingGreen Bay, WI$790112022
Seeds of HopeGreen Bay, WI$750112023
American Heart AssociationDallas, TX$512222023
Living Hope InternationalWest Bend, WI$504112022
American Legion Post 11 FoundationGreen Bay, WI$500112022
Be a Light of De PereDe Pere, WI$500112022
Corewell Health Foundation Greenville HospitalGreenville, MI$500112024
De Pere LacrosseDe Pere, WI$500112021
Good Neighbor Week SponsorshipGreen Bay, WI$500112022
Leukemia & Lymphoma Society (lls)Detroit, MI$500112022
Oconto Area Humane Society & Animal Shelter IncOconto, WI$500112022
Pan-Mass ChallengeNeedham, MA$500112023
Pan-Mass Challenge (mark Cavicchi)Needham, MA$500112022
Preble Girls Volleyball Booster ClubGreen Bay, WI$500222023
Syble Hopp SchoolDe Pere, WI$500112023
Tess FoundationMenlo Park, CA$500112022
Tess Research FoundationMenlo Park, CA$500112021
The Leukemia & Lymphoma SocietyNew York, NY$500112021
Alzheimer's AssociationMilwaukee, WI$490222023
Southwest High School Booster ClubGreen Bay, WI$490112021
Kiwanis Club of De Pere FoundationDe Pere, WI$432332024
The WindSarasota, FL$410222023
The Wind Radio GroupSarasota, FL$360112021
Beaver Dam Police - National Night OutBeaver Dam, WI$300112022
Child Crisis of ArizonaMesa, AZ$300112023
Cottonwood Creek ChurchAllen, TX$300112023
Maui Strong FundHonolulu, HI$300112023
Pauls PantryGreen Bay, WI$300112021
Pink Heals of ManitowocManitowoc, WI$300112022
Trini FoundationWorthington, OH$300112023
Zion Lutheran Wayside ChurchGreenleaf, WI$300112023
Big Brothers Big Sisters of NewDe Pere, WI$261112022
Alzheimer's AssociationChicago, IL$250112021
Depere Central Lacrosse ClubDe Pere, WI$250112023
Geary Girls BanchKiowa, TX$250112022
Green Bay Boy Choir & Girl ChoirGreen Bay, WI$250112023
Children's Tumor FoundationPhiladelphia, PA$228112022
Lucky 7 Dog RescueGreen Bay, WI$225222022
Feeding AmericaMilwaukee, WI$200222023
Jades LegacyCaney, TX$200112022
Tim Tebow FoundationJacksonville, FL$200112023
St Baldrick's FoundationMonrovia, CA$155222023
ThornEl Segundo, CA$108112023
Cure Sanfilippo FoundationColumbia, SC$105112022
Convoy of HopeSpringfield, MO$103112022
New Community ShelterGreen Bay, WI$103112023
American Civil Liberties UnionNew York, NY$100112022
Children's of WisconsinMilwaukee, WI$100112023
Disabled American VeteransDe Pere, WI$100112023
GbasoGreen Bay, WI$100112022
House of HopeGreen Bay, WI$100112023
Safe Haven Pet SanctuaryGreen Bay, WI$100112022
St JudesMemphis, TN$100112021
Jdrf One WalkMenasha, WI$83112023
Challenged Athletes FoundationSan Diego, CA$75112023
Happily Ever AfterGreen Bay, WI$50112022
Paws Up Pet RescueSheboygan, WI$50112021
Boys and Girl Club of Greater Green BayGreen Bay, WI$27112023
Big Brothers Big Sisters of Metro ChicagoChicago, IL$25112021
Childrens Tumor FoundationPhiladelphia, PA$21112021
Ms SocietyWashington, DC$20112023

23 of 118 (19%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 21%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 53 grants where we could identify the organization. These are assigned categories, not our guesses.

Housing & Shelter
10 grants
Education
6 grants
Philanthropy & Grantmaking
6 grants
Human Services
5 grants
Animal Welfare
4 grants
International Affairs
3 grants
Health Care
3 grants
Recreation & Sports
2 grants

Giving by year

Tax yearGrantsTotalMedian grant
202129$160,546$750
202249$117,572$500
202351$96,244$350
202422$378,302$3,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 94% of this one's giving went to organizations in Wisconsin. If you are outside its footprint, that matters more than how well your programme fits.

Wisconsin
$705K
Georgia
$15K
Texas
$10K
Arizona
$3K
Florida
$2K
Tennessee
$2K
California
$2K
District of Columbia
$2K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

American Online Giving Foundation Inc21 shared recipientsFidelity Investments Charitable Gift Fund19 shared recipientsDonor Advised Charitable Giving Inc16 shared recipientsVanguard Charitable Endowment Program15 shared recipientsGreater Green Bay Community14 shared recipientsThe Blackbaud Giving Fund13 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $500. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Wisconsin.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Rosemary L & John P Mortensen's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 1967 East Telemark Circle, Green Bay, WI, 54313. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 85-6781091 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email [email protected] and we will correct it.