The William and Alice Mortensen
EIN 061064150
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$6.9M
501 grants · $859K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $5K–$14K
grant size
61%
deep partner · 115/190 multi-year
repeat
$15.4M
Assets (2023)
190
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(860) 461-7927
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $987K | $14.5M | $461K | 86 |
| 2017 | $897K | $16.2M | $990K | 67 |
| 2018 | $1.1M | $14.1M | $1.5M | 70 |
| 2019 | N/A | $15.6M | $702K | N/A |
| 2020 | $1.1M | $16.6M | $579K | 75 |
| 2021 | $1.0M | $18.0M | $1.2M | 68 |
| 2022 | $937K | $14.5M | $499K | 63 |
| 2023 | $784K | $15.4M | $468K | 72 |
Grant Size Distribution
Based on 501 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$8K
Average
$14K
75th Pctl
$14K
Maximum
$150K
Geographic Distribution
Officers & Directors
Grants Awarded (501 total)
| Purpose | ||||
|---|---|---|---|---|
| Horace Bushnell Memorial Hall | Hartford, CT | $150,000 | PROGRAM ASSISTANCE | 2020 |
| Riverfront Recapture | Hartford, CT | $108,000 | PROGRAM ASSISTANCE | 2018 |
| Wadsworth Anthenaeum | Hartford, CT | $102,000 | PROGRAM ASSISTANCE | 2018 |
| Horace Bushnell Memorial Hall | Hartford, CT | $100,000 | PROGRAM ASSISTANCE | 2021 |
| Horace Bushnell Memorial Hall | Hartford, CT | $100,000 | PROGRAM ASSISTANCE | 2023 |
| Horace Bushnell Memorial Hall | Hartford, CT | $100,000 | PROGRAM ASSISTANCE | 2022 |
| University of Connecticut Foundation Inc | Storrs, CT | $88,111 | PROGRAM ASSISTANCE | 2017 |
| University of Connecticut Foundation Inc | Storrs, CT | $64,586 | PROGRAM ASSISTANCE | 2018 |
| University of Connecticut Foundation Inc | Storrs, CT | $64,350 | PROGRAM ASSISTANCE | 2020 |
| Hartford Public Library | Hartford, CT | $61,359 | PROGRAM ASSISTANCE | 2018 |
| University of Connecticut Foundation Inc | Storrs, CT | $60,000 | PROGRAM ASSISTANCE | 2022 |
| Knox Parks Foundation Inc | Hartford, CT | $56,400 | PROGRAM ASSISTANCE | 2022 |
| Hartford Public Library | Hartford, CT | $55,370 | PROGRAM ASSISTANCE | 2016 |
| Riverfront Recapture | Hartford, CT | $54,000 | PROGRAM ASSISTANCE | 2016 |
| Riverfront Recapture | Hartford, CT | $54,000 | PROGRAM ASSISTANCE | 2017 |
| Russell Library | Middletown, CT | $52,985 | PROGRAM ASSISTANCE | 2020 |
| Hill-Stead Museum | Farmington, CT | $52,975 | PROGRAM ASSISTANCE | 2022 |
| Interval House | Hartford, CT | $51,114 | PROGRAM ASSISTANCE | 2018 |
| Interval House | Hartford, CT | $50,790 | PROGRAM ASSISTANCE | 2021 |
| Ct Historical Society | Hartford, CT | $50,000 | PROGRAM ASSISTANCE | 2020 |
| Mark Twain House | Hartford, CT | $50,000 | PROGRAM ASSISTANCE | 2020 |
| Ct Historical Society | Hartford, CT | $50,000 | PROGRAM ASSISTANCE | 2021 |
| Mark Twain House | Hartford, CT | $50,000 | PROGRAM ASSISTANCE | 2021 |
| University of Connecticut Foundation Inc | Storrs, CT | $50,000 | PROGRAM ASSISTANCE | 2021 |
| Mark Twain House | Hartford, CT | $50,000 | PROGRAM ASSISTANCE | 2023 |