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Rosemary L & John P Mortensen Foundation at a glance

· Private foundation

Rosemary L & John P Mortensen Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$249k
Granted FY2025still arriving
37
Grants FY2025still arriving
3
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Health$320kHousing & Shelter$188kHuman Services$161kScience & Tech$61kPhilanthropy$59kFood & Nutrition$58kEducation$47kAnimals$38kOther$0
02FY2025 · 37 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k30 grants · $53k
  • $10k–50k5 grants · $95k
  • $50k–250k2 grants · $100k
$1,000
Median grant
3
States reached
$6.0M
Total assets
Largest grants
RecipientAmount
FOUNDATIONS HEALTH & WHOLENESS INC$50,000
THE SALVATION ARMY$50,000
GREATER GREEN BAY YMCA INC$25,000
PAUL'S PANTRY INC$20,000
ST JOHN'S MINISTRIES$20,000
ECUMENICAL PARTNERSHIP FOR HOUSING INC$15,200
GBASO INC$15,000
WISE WOMEN GATHERING PLACE INC$5,000
MANNA FOR LIFE MINISTRIES INC$5,000
GEORGES SECRET ELVES$5,000
WISCONSIN HUMANE SOCIETY$5,000
IRISH FEST OF THE FOX CITIES INC$5,000
FREEDOM HOUSE OF MINISTRIES INC$5,000
THREE RIVERS UNITED TEMPORARY HOUSING$5,000
NICOLET NATIONAL FOUNDATION INC$4,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–25, $27k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%THORN: $108 → 14%CHALLENGED ATHLETES FOUNDATION: $75 → 11%TIMBER RATTLERS GIVE BACK INC: $1k → 7%GOLDEN HOUSE: $300 → 10%GOLDEN HOUSE: $300 → 10%GOLDEN HOUSE: $300 → 10%GREATER GREEN BAY YMCA INC: $25k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
WI
MI
NY
MA
IA
OH
PA
CA
MO
VA
AZ
TN
SC
DC
HI
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

61%of every dollar goes to organizations it has funded before.
$585k · 30 repeat orgs$370k to everyone else

30 repeat relationships: 12 still active in FY2025, 18 since wound down; 25 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

30
78

Total granted

$585k
$308k

Median revenue growth · since first grant

+6%
+6%

Still filing today

67%
32%

New vs renewed · share of each year

In FY2025, 75% of grant dollars renewed an existing relationship; $62k went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25
HealthHousing & ShelterPhilanthropyHuman ServicesAnimalsEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • FH
    FOUNDATIONS HEALTH & WHOLENESS INC
    4× · 2022–2025 · $140k · revenue +1%
  • PP
    PAUL'S PANTRY INC
    5× · 2021–2025 · $56k · revenue +39%
  • EP
    ECUMENICAL PARTNERSHIP FOR HOUSING INC
    3× · 2021–2025 · $47k · revenue +18%

Funded once

  • NC
    NEW COMMUNITY CLINIC LTD
    one grant, 2024 · $50k · revenue 0%
  • CP
    CEREBRAL PALSY INC
    one grant, 2024 · $39k · revenue -3%
  • IG
    Individual grant recipient
    one grant, 2021 · $25k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Children's Health Care

We champion the health needs of children and families. we are committed to improving children's health by providing the highest-quality, family centered care, advanced through research and education.

Health
2
New Community Shelter Foundation Inc

New community shelter foundation, inc. is organized and operated for charitable, educational, religious, and scientific purposes exclusively for the benefit and support of the greater green bay community foundation, inc.

Housing & Shelter
3
Children's Medical Group Inc

To provide quality, accessible primary health care services to all children in our community, advocate for the well-being of all children, educate children, families, health care professionals and our community regarding the health of…

Health
4
Prohealth Medical Group Inc

Continously improving the health of our community.

Health
5
Innovative Services Inc

Innovative services, inc. (isi) cares for those with disabilities, helping them lead fulfilling lives with maximum independence. innovative's vision is to be the most trusted care provider for people with disabilities in wisconsin.

Human Services
6
Goodwill Industries of North Central Wisconsin Inc

Eliminating barriers to employment by providing pathways for those who are underserved, underrepresented and disadvantaged who have a goal of building skills that lead to sustained employment and improved financial stability.

Human Services
7
Trinity Health Grand Haven Hospital

We, trinity health grand haven hospital and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.trinity health grand haven hospital is a member of trinity…

Health
8
Community Care Health Plan Inc

Community care health plan's mission is to develop and demonstrate innovative, flexible, community-based approaches to care for at-risk adults, in order to optimize their quality of life and optimize the allocation of community resources.

Health
9
Catholic Residential Services Inc Dba Benedictine Living Communities of Wi

We are a catholic, faith-based organization entrusted with advancing the life-enhancing senior care ministry of the benedictine sisters of duluth, minnesota. we witness to god's love by creating inclusive communities, supporting those we…

Human Services
10
Goodwill Manufacturing Inc

Goodwill manufacturing, inc. ("goodwill manufacturing") is a nonstock, not-for-profit wisconsin corporation, whose sole member is goodwill industries of southeastern wisconsin, inc. ("goodwill"), a wisconsin nonstock, not-for-profit…

Employment
11
Covenant Medical Center Inc

We, covenant medical center and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities. covenant medical center is a member of trinity health.

Health
12
St Vincent Hospital of the Hospital Sisters of the Third Order of St Franci s

To continue christ's healing love through delivery of competent & compassionate healthcare in an environment sensitive to the needs of all people. the hospital is committed to providing a broad range of quality inpatient and outpatient…

Health
How this is measured
The grantee most central to the portfolio’s shape is Greater Green Bay Community Foundation Inc; the most unlike its peers is Jades Legacy. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

61 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 61 of the 135 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
60/61
Grantees still filing
34/61
Grew since first funded

Where the money sits, by cause and then by grantee

FOUNDATIONS HEALTH & WHOLENESS INC: $140,000 · OtherFOUNDATIONS HEALTH & WHOLENESS INCTHE SALVATION ARMY: $133,400 · OtherTHE SALVATION ARMYNEW COMMUNITY CLINIC LTD: $50,000 · OtherNEW COMMUNITY CLINIC LTDIndividual grant recipient: $30,000 · OtherIndividual grant recipient: $25,000 · Other+93 more: $235,856 · Other+93 moreST JOHN THE EVANGELIST HOMELESS SHELTER INC: $90,600 · Housing & ShelterST JOHN THE EVANG…ECUMENICAL PARTNERSHIP FOR HOUSING INC: $46,600 · Housing & ShelterECUMENICAL PARTNE…NEIGHBORHOOD HOUSING SERVICES OF GREEN BAY INC: $8,500 · Housing & ShelterNEIGHBORHOOD HOUS…+4 more: $10,607 · Housing & Shelter+4 moreCEREBRAL PALSY INC: $39,000 · HealthMERCY HEALTH SYSTEM CORPORATION: $14,392 · HealthWISE WOMEN GATHERING PLACE INC: $5,000 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $2,450 · Health+10 more: $5,416 · HealthGREATER GREEN BAY COMMUNITY FOUNDATION INC: $45,600 · PhilanthropyNICOLET NATIONAL FOUNDATION INC: $8,000 · PhilanthropyCALIBER COLLISION CENTERS FOUNDATION: $5,000 · Philanthropy+4 more: $1,155 · PhilanthropyPAUL'S PANTRY INC: $56,100 · Food & Nutrition+1 more: $1,100 · Food & NutritionGREATER GREEN BAY YMCA INC: $25,000 · Human ServicesMANNA FOR LIFE MINISTRIES INC: $5,000 · Human ServicesTIMBER RATTLERS GIVE BACK INC: $1,300 · Human Services+3 more: $1,083 · Human ServicesGBASO INC: $15,100 · Youth Development
Other$614,256Housing & Shelter$156,307Health$66,258Philanthropy$59,755Food & Nutrition$57,200Human Services$32,383Youth Development$15,100

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFOUNDATIONS HEALTH & WHOLENESS INC: $140,000 over 4y, 0.8% of budgetST JOHN THE EVANGELIST HOMELESS SHELTER INC: $90,600 over 4y, 1.1% of budgetPAUL'S PANTRY INC: $56,100 over 5y, 0.2% of budgetNEW COMMUNITY CLINIC LTD: $50,000 over 1y, 0.6% of budgetECUMENICAL PARTNERSHIP FOR HOUSING INC: $46,600 over 3y, 1.6% of budgetGREATER GREEN BAY COMMUNITY FOUNDATION INC: $45,600 over 1y, 0.1% of budgetCEREBRAL PALSY INC: $39,000 over 1y, 0.4% of budgetGREATER GREEN BAY YMCA INC: $25,000 over 1y, 0.1% of budgetGBASO INC: $15,100 over 2y, 0.1% of budgetMERCY HEALTH SYSTEM CORPORATION: $14,392 over 1y, 0.0% of budgetCOLLEGEREADY INC: $10,500 over 3y, 1.0% of budgetIRISH FEST OF THE FOX CITIES INC: $10,000 over 2y, 2.8% of budgetNEIGHBORHOOD HOUSING SERVICES OF GREEN BAY INC: $8,500 over 3y, 0.1% of budgetNICOLET NATIONAL FOUNDATION INC: $8,000 over 2y, 0.5% of budgetWISCONSIN HUMANE SOCIETY: $7,000 over 3y, 0.0% of budgetTHREE RIVERS UNITED TEMPORARY HOUSING: $5,000 over 1y, 2.4% of budgetCALIBER COLLISION CENTERS FOUNDATION: $5,000 over 1y, 0.5% of budgetActs 18 Foundation Inc: $4,000 over 5y, 0.2% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $2,450 over 3y, 0.0% of budgetLEARNING GATE COMMUNITY SCHOOL INC: $1,500 over 3y, 0.0% of budgetTIMBER RATTLERS GIVE BACK INC: $1,300 over 1y, 0.2% of budgetFeeding America: $1,100 over 1y, 0.0% of budgetMILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN INC: $1,000 over 1y, 0.9% of budgetAMERICAN CANCER SOCIETY INC: $1,000 over 1y, 0.0% of budgetESSENTIA HEALTH FOUNDATION: $1,000 over 1y, 0.0% of budgetBLOOD CANCER UNITED INC: $1,000 over 2y, 0.0% of budgetBROWN COUNTY FIRST ROBOTICS INC: $1,000 over 1y, 1.1% of budgetGOLDEN HOUSE INC: $900 over 3y, 0.0% of budgetAmerican Heart Association Inc: $512 over 2y, 0.0% of budgetLIVING HOPE INTERNATIONAL INC: $504 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $500 over 1y, 0.0% of budgetOCONTO AREA HUMANE SOCIETY & ANIMAL SHELTER INC: $500 over 1y, 0.2% of budgetDE PERE VOYAGEUR BOOSTER CLUB INC: $500 over 1y, 0.5% of budgetBE A LIGHT OF DE PERE LTD: $500 over 1y, 1.6% of budgetTreatments for Epilepsy and Symptoms of: $500 over 1y, 0.1% of budgetGREEN BAY AREA YOUTH HOCKEY ASSOCIATION INC: $500 over 1y, 0.1% of budgetTRINI FOUNDATION: $300 over 1y, 0.3% of budgetGREEN BAY INNOVATION GROUP FOUNDATION INC: $300 over 1y, 0.1% of budgetCHILD CRISIS ARIZONA: $300 over 1y, 0.0% of budgetGREEN BAY BOY CHOIR AND GIRL CHOIR INC: $250 over 1y, 0.2% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $250 over 1y, 0.0% of budgetCHILDREN'S TUMOR FOUNDATION: $249 over 2y, 0.0% of budgetLUCKY 7 DOG RESCUE CORPORATION: $225 over 2y, 0.1% of budgetJADES LEGACY: $200 over 1y, 0.3% of budgetTIM TEBOW FOUNDATION INC: $200 over 1y, 0.0% of budgetST BALDRICK'S FOUNDATION INC: $155 over 2y, 0.0% of budgetDISABLED AMERICAN VETERANS DEPARTMENT OF WISCONSIN INC: $125 over 1y, 0.0% of budgetTHORN: $108 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Green Bay Packers Fou…Wisconsin Public Serv…Greater Green Bay Com…George Kress Foundati…Cornerstone Foundatio…John and Engrid Meng …K C Stock Foundation …Weyers Family Foundat…De Pere Christian Out…Schreiber Foods Found…Schneider National Fo…J J Keller Foundation…
Green Bay Packers FoundationWI37.9× affinity18 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Green Bay Packers Foundation · Wisconsin Public Service Foundation · Greater Green Bay Community Foundation Inc · George Kress Foundation Inc · Cornerstone Foundation of Northeastern Wisconsin Inc · John and Engrid Meng Inc · K C Stock Foundation Inc · Weyers Family Foundation Inc · De Pere Christian Outreach · Schreiber Foods Foundation Inc · Schneider National Foundation Inc · J J Keller Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Rosemary L & John P Mortensen Foundation funds: left to right is the share of its income from government, bottom to top the share from Rosemary L & John P Mortensen Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 2%
  • Learning Gate Community School Inc: 2% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
10report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Rosemary L & John P Mortensen Foundation?

Find your warmest path to Rosemary L & John P Mortensen Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 135 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Rosemary L & John P Mortensen’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home