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Nonprofit · EIN 06-1064150

WILLIAM AND ALICE MORTENSEN FOUNDATION

Tax-exempt · WEST HARTFORD, CT 06137

Financials

$468K$947K2023$743K$872K2024$847K$900K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM AND ALICE MORTENSEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$847,144$899,808-$52,664$9,511,380$0$9,511,380
December 31, 2024990-PF$742,682$872,226-$129,544$9,564,044$0$9,564,044
December 31, 2023990-PF$468,330$946,741-$478,411$9,693,588$0$9,693,588
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$395,188
Net gain from sales of assets
$451,956

Expenses

Grants and similar amounts paid
$716,418
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$724,136
Excise tax on investment income
$9,515

Balance sheet and other

Total assets, start of year
$9,564,044
Total assets, end of year
$9,511,380
Total liabilities, end of year
$0
Net assets, end of year
$9,511,380
Fair market value of assets
$17,448,371
Qualifying distributions
$724,136
Net investment income
$847,144

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TIM COVELLO
PO BOX 370113, WEST HARTFORD, CT 06137
PRESIDENT2$0
SUZANNE GIUFFRIDA
PO BOX 370113, WEST HARTFORD, CT 06137
VICE PRESIDENT2$0
DR ELLEN W SOLEK
PO BOX 370113, WEST HARTFORD, CT 06137
SECRETARY2$0
RODNEY MORTENSEN
PO BOX 370113, WEST HARTFORD, CT 06137
DIRECTOR2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DR ELLEN W SOLEK
PO BOX 370113, WEST HARTFORD, CT 06137
SECRETARY2$600
TIM COVELLO
PO BOX 370113, WEST HARTFORD, CT 06137
PRESIDENT2$0
SUZANNE GIUFFRIDA
PO BOX 370113, WEST HARTFORD, CT 06137
VICE PRESIDENT2$0
RODNEY MORTENSEN
PO BOX 370113, WEST HARTFORD, CT 06137
DIRECTOR2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DR ELLEN W SOLEK
PO BOX 370113, WEST HARTFORD, CT 06137
SECRETARY2$900
TIM COVELLO
PO BOX 370113, WEST HARTFORD, CT 06137
PRESIDENT2$0
SUZANNE GIUFFRIDA
PO BOX 370113, WEST HARTFORD, CT 06137
VICE PRESIDENT2$0
RODNEY MORTENSEN
PO BOX 370113, WEST HARTFORD, CT 06137
DIRECTOR2$0

Address and contacts

Address (IRS master file)
PO BOX 370113, WEST HARTFORD, CT 06137-0113
In care of
% ROBERT S CARTER
Signed the 990-PF
TIMOTHY COVELLO, PRESIDENT
Phone
(860) 402-7347
Return prepared by
WHITTLESEY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-1064150
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,511,380
Income (IRS master file)
$2,516,417

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$847,144$899,808$9,511,380IRS
990-PFDecember 2024$742,682$872,226$9,564,044IRS
990-PFDecember 2023$468,330$946,741$9,693,588XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1064150).

Questions about WILLIAM AND ALICE MORTENSEN FOUNDATION

What is the EIN of WILLIAM AND ALICE MORTENSEN FOUNDATION?
The employer identification number (EIN) of WILLIAM AND ALICE MORTENSEN FOUNDATION is 06-1064150.
Is WILLIAM AND ALICE MORTENSEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to WILLIAM AND ALICE MORTENSEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM AND ALICE MORTENSEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM AND ALICE MORTENSEN FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM AND ALICE MORTENSEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WILLIAM AND ALICE MORTENSEN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WILLIAM AND ALICE MORTENSEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $847,144, expenses of $899,808 and total assets of $9,511,380 at year end.

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