David and Annette Jorgensen Foundation
The David and Annette Jorgensen Foundation is a family foundation established in 1988 and based in Portola Valley, California. The foundation operates as a private grantmaking organization focused on supporting charitable causes through strategic philanthropy.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.3M
-4.7% YoY
Annual Giving
$197K
-50.2% YoY
Grant Count
12
-29.4% YoY
Avg Grant Size
$16K
-29.4% YoY
Under IRS private-foundation payout rules, David and Annette Jorgensen Foundation reported a distributable amount of $396K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Higher Education
- Social Science Research
- Public Policy
Grantmaking
The foundation does not accept unsolicited applications. Grantmaking is by invitation only.
Grant Range
$10,000
Ready to take the next step with David and Annette Jorgensen Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in:
- California
- Pennsylvania
- Indiana
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $6,277,941
- Total giving: $197,100
- Revenue: $130,912
- Expenses: $432,572
- Net assets: $6.28 million
As of 2023:
- Total assets: $6.6 million
- Annual giving: $395,000
- Giving rate: 6.0% of assets
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,277,941 | $6,589,299 | $7,067,090 |
| Revenue | $130,912 | $163,095 | $121,737 |
| Expenses | $432,572 | $646,924 | $663,535 |
| Qualifying Distributions | $225,200 | $422,220 | $461,752 |
| Net Investment Income | — | $1,756 | — |
| Distributable Amount | $396,272 | $400,305 | $421,779 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Free to Choose Network ($80,000), Center for Independent Thought ($50,000), Pacific Legal Foundation ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA POLICY CENTER TUSTIN, CA | SOCIAL IMPROVEMENT | $10,000 |
| CENTER FOR INDEPENDENT THOUGHT PHILADELPHIA, PA | EDUCATION | $50,000 |
| CERTELL INC INDIANAPOLIS, IN | EDUCATION | $5,000 |
| FOUNDATION AGAINST INTOLERANCE & RACISM INC NEW YORK, NY | SOCIAL IMPROVEMENT | $1,000 |
| FREE TO CHOOSE NETWORK ERIE, PA | SOCIAL IMPROVEMENT | $80,000 |
| FREEDOM FOUNDATION ORANGE, CA | SOCIAL IMPROVEMENT | $5,000 |
| HOOVER INSTITUTION STANFORD, CA | SOCIAL IMPROVEMENT | $10,000 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION SPRINGFIELD, VA | SOCIAL IMPROVEMENT | $5,000 |
| PACIFIC LEGAL FOUNDATION SACRAMENTO, CA | SOCIAL IMPROVEMENT | $20,000 |
| PACIFIC RESEARCH INSTITUTE PASADENA, CA | SOCIAL IMPROVEMENT | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- David G. Jorgensen – President
- Annette Jorgensen – Vice President
- Jennifer A. Jorgensen – Vice President
- Thomas D. Jorgensen – Vice President
David Jorgensen is a co-founder and former chairman of a major worldwide manufacturer and distributor of replacement parts for printers and copiers. He previously served as chairman and CEO of Dataquest Inc., co-founded Computer Synectics Inc., and worked as a consultant at Stanford Research Institute and engineer at The Boeing Company. He holds a degree in Electrical Engineering from the University of Utah, an MBA from the University of Washington, and an MSIE from Stanford University.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID G JORGENSEN | PRESIDENT | 2 | — |
| ANNETTE JORGENSEN | VICE PRESIDENT - SECRETARY | 2 | — |
| THOMAS D JORGENSEN | VICE PRESIDENT | 0.5 | — |
| JENNIFER A JORGENSEN | VICE PRESIDENT | 0.5 | — |
Contact Information
Address: 20 Zapata Way Portola Valley, CA 94028-7346 United States
Telephone: 650-851-7822
EIN: 94-3058478
Frequently Asked Questions
What does David and Annette Jorgensen Foundation fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Higher Education • Social Science Research • Public Policy
How do I apply for a grant from David and Annette Jorgensen Foundation?
**Grant Activity:** • Annual giving: approximately $197,000–$395,000 • Number of grants: 14 grants annually (as of most recent data) • Median grant size: $10,000 • Grant range: $1,000–$173,000 **Application Policy:** The foundation does not accept unsolicited applications. Grantmaking is by invitation only.
Where does David and Annette Jorgensen Foundation make grants?
The foundation primarily supports organizations in: • California • Pennsylvania • Indiana
What size grants does David and Annette Jorgensen Foundation award?
In 2024, David and Annette Jorgensen Foundation awarded 12 grants totaling $197K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is David and Annette Jorgensen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David and Annette Jorgensen Foundation reported a distributable amount of $396K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is David and Annette Jorgensen Foundation's EIN?
David and Annette Jorgensen Foundation's EIN (Employer Identification Number) is 94-3058478. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in David and Annette Jorgensen Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with David and Annette Jorgensen Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching David and Annette Jorgensen Foundation to a real strategy.