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EIN 06-1064150

The William and Alice Mortensen Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
West Hartford
State
Connecticut
Year formed
1982
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The William and Alice Mortensen Foundation is a private foundation located in Hartford, CT. It primarily funds program assistance and made 86 grants last year. Its purpose is to provide grants using an excise tax refund. Grantees include Riverfront Recapture and others.
Total revenues
$468,330
2023
Total expenses
$946,741
2023
Total assets
$9,693,588
2023
Num. employees
0
2023

Program areas at The William and Alice Mortensen Foundation

Excise tax refund used to provide grants.

Grants made by The William and Alice Mortensen Foundation

GranteeGrant descriptionAmount
Bushnell Center for the Performing ArtsProgram Assistance$100,000
The Mark Twain House and MuseumProgram Assistance$50,000
University of Connecticut FoundationProgram Assistance$35,000
...and 47 more grants made totalling $535,555

Financials for The William and Alice Mortensen Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$367,725
Net rental income$0
Net gain from sale of non-inventory assets$100,605
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$468,330
Data update history
August 13, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 14, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 8, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Updated personnel
Identified 4 new personnel
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 370113
West Hartford, CT 06137
Metro area
Hartford-East Hartford-Middletown, CT
County
Hartford County, CT
Phone
(860) 402-7347
IRS details
EIN
06-1064150
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1982
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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