Jorgensen Charitable Trust - Closing
Jorgensen Charitable Trust - Closing is a private foundation, based in Billings, MT. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $1.3M. Net investment income was $17K.
Jorgensen Charitable Trust - Closing at a glance
In short: Jorgensen Charitable Trust - Closing gave $1.3M across 1 grant in 2025 (avg $1.3M), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,323,808
- +1554.8% vs 2024
- Grants made (2025)
- 1
- -88.9% vs 2024
- Average grant
- $1,323,808
- +14792.8% vs 2024
- Median grant
- $1,323,808
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Jorgensen Charitable Trust - Closing funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Community Foundation of Northern Colorado ($1.3M).
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 35 grants of 36 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Jorgensen Charitable Trust - Closing gives
- Giving grew 1665% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $65K (2020) to $1.3M (2025). In 2025 it made 1 grant totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of Northern Colorado Fort Collins, CO | Program Support | $1,323,808 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $31,770 | $1,346,010 | $1,323,808 | 1 | $1,331,379 | $17,467 | $19,730 |
| 2024 | $1,313,215 | $77,773 | $100,834 | $80,000 | 9 | $85,739 | $40,554 | $68,313 |
| 2023 | $1,358,362 | $144,999 | $86,866 | $70,000 | 8 | $74,740 | $56,128 | $60,651 |
| 2022 | $1,301,789 | $96,440 | $92,011 | $75,000 | 9 | $80,850 | $24,287 | — |
| 2021 | $1,297,605 | $147,010 | $91,869 | $75,000 | 9 | $79,683 | $59,823 | — |
| 2020 | $1,247,888 | $294,900 | $80,458 | $65,000 | 9 | — | $208,502 | $59,624 |
Under IRS private-foundation payout rules, Jorgensen Charitable Trust - Closing reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jorgensen Charitable Trust - Closing's only listed officer is First Interstate Bank, Trustedd since 2023 (on filings since 2022) (compensated).
Officers on the 2025 filing
First Interstate Bank
Trustedd
Trustee → Trustedd, 2023
On filings since 2022
2 hrs/week
$9K (2022) → $19K (2025)
Former officers (1)
- Former: Great Western Wealth Managment (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $19K, to First Interstate Bank (Trustedd).
Frequently asked questions about Jorgensen Charitable Trust - Closing
How much does Jorgensen Charitable Trust - Closing give each year?
Jorgensen Charitable Trust - Closing gave $1.3M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 9 grants.
Where does Jorgensen Charitable Trust - Closing operate?
Jorgensen Charitable Trust - Closing has awarded grants in Colorado.
How much is Jorgensen Charitable Trust - Closing required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Jorgensen Charitable Trust - Closing reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jorgensen Charitable Trust - Closing's EIN?
Jorgensen Charitable Trust - Closing's EIN (Employer Identification Number) is 84-6239208. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Jorgensen Charitable Trust - Closing's focus areas in our free grants database
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