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MORTENSON FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: MORTENSON FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 18 Dec 2020 (4 years ago)
Document Number: N20000014237
FEI/EIN Number 86-2688528

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409, US
Mail Address: 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409, US
ZIP code: 32409
County: Bay
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MORTENSON DALE E President 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409
MORTENSON DALE E Director 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409
MORTENSON EILEEN E Secretary 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409
MORTENSON EILEEN E Director 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409
MORTENSON EILEEN E Treasurer 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409
Mortenson EILEEN Agent 7822 SOUTH MCCANN RD, SOUTHPORT, FL, 32409

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-01-30 Mortenson, EILEEN -

Documents

Name Date
ANNUAL REPORT 2024-02-02
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-02-18
ANNUAL REPORT 2021-04-01
Domestic Non-Profit 2020-12-18

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
86-2688528 Corporation Unconditional Exemption 7822 S MCCANN RD, SOUTHPORT, FL, 32409-1955 2021-09
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 25,000 to 99,999
Income 1 to 9,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 90059
Income Amount 2818
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Charity, Voluntarism Promotion
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_86-2688528_MORTENSONFOUNDATIONINC_07072021_00.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name MORTENSON FOUNDATION INC
EIN 86-2688528
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name MORTENSON FOUNDATION INC
EIN 86-2688528
Tax Period 202012
Filing Type E
Return Type 990PF
File View File

Date of last update: 02 Apr 2025

Sources: Florida Department of State