Nonprofit · EIN 85-6781091
ROSEMARY L AND JOHN P MORTENSEN FOUNDATION
Also known as JOHN MORTENSEN TTEE
Tax-exempt · GREEN BAY, WI 54313
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,945,294 | $291,080 | $1,654,214 | $5,974,618 | $862 | $5,973,756 |
| December 31, 2024 | 990-PF | $2,791,838 | $532,317 | $2,259,521 | $7,008,401 | $2,390,559 | $4,617,842 |
| December 31, 2023 | 990-PF | $376,082 | $134,321 | $241,761 | $3,088,491 | $0 | $3,088,491 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $628,814
- Dividends
- $266,776
- Net gain from sales of assets
- $1,040,467
- Other income
- $9,237
Expenses
- Grants and similar amounts paid
- $248,595
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $248,595
- Excise tax on investment income
- $17,975
Balance sheet and other
- Total assets, start of year
- $7,008,401
- Total assets, end of year
- $5,974,618
- Total liabilities, end of year
- $862
- Net assets, end of year
- $5,973,756
- Fair market value of assets
- $12,770,908
- Qualifying distributions
- $248,595
- Net investment income
- $1,293,148
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN MORTENSEN 1967 EAST TELEMARK CIRCLE, GREEN BAY, WI 54313 | PRESIDENT | 1 | $0 |
| ROSEMARY MORTENSEN 1967 EAST TELEMARK CIRCLE, GREEN BAY, WI 54313 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN MORTENSEN 1967 EAST TELEMARK CIRCLE, GREEN BAY, WI 54313 | PRESIDENT | 1 | $0 |
| ROSEMARY MORTENSEN 1967 EAST TELEMARK CIRCLE, GREEN BAY, WI 54313 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN MORTENSEN 1967 EAST TELEMARK CIRCLE, GREEN BAY, WI 54313 | PRESIDENT | 1 | $0 |
| ROSEMARY MORTENSEN 1967 EAST TELEMARK CIRCLE, GREEN BAY, WI 54313 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1967 E TELEMARK CIR, GREEN BAY, WI 54313-4335
- Signed the 990-PF
- JOHN MORTENSEN, PRESIDENT
- Phone
- (920) 983-6700
- Return prepared by
- WIPFLI ADVISORY LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-6781091
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,974,618
- Income (IRS master file)
- $5,264,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,945,294 | $291,080 | $5,974,618 | IRS |
| 990-PF | December 2024 | $2,791,838 | $532,317 | $7,008,401 | XML |
| 990-PF | December 2023 | $376,082 | $134,321 | $3,088,491 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 85-6781091).
Questions about ROSEMARY L AND JOHN P MORTENSEN FOUNDATION
- What is the EIN of ROSEMARY L AND JOHN P MORTENSEN FOUNDATION?
- The employer identification number (EIN) of ROSEMARY L AND JOHN P MORTENSEN FOUNDATION is 85-6781091.
- Is ROSEMARY L AND JOHN P MORTENSEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ROSEMARY L AND JOHN P MORTENSEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSEMARY L AND JOHN P MORTENSEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSEMARY L AND JOHN P 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 ROSEMARY L AND JOHN P 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 ROSEMARY L AND JOHN P MORTENSEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROSEMARY L AND JOHN P MORTENSEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,945,294, expenses of $291,080 and total assets of $5,974,618 at year end.
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