Mortenson Family Foundation Inc
MOUNT PLEASANT, SC EIN: 87-3181996
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$284K
+7.5% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$5K
-40.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $283,749 | $263,863 | $351,183 |
| Revenue | $48,279 | $12,748 | $351,183 |
| Expenses | $28,393 | $38,844 | — |
| Qualifying Distributions | $25,009 | $32,135 | — |
| Net Investment Income | $23,048 | $2,372 | $1,582 |
| Distributable Amount | $13,544 | $12,296 | $1,480 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Mortenson Family Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STAN MORTENSON | DIRECTOR | 1 | — |
| THERESA SIEVERS | DIRECTOR | 1 | — |
| CRISANNE MORTENSON | DIRECTOR | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $20K (40%)
New York $10K (20%)
Tennessee $10K (20%)
Texas $8K (15%)
Virginia $3K (5%)
Cities
BooneMemphisSan AntonioStaten IslandVienna
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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