Jorgensen Charitable Trust - Closing

BILLINGS, MT EIN: 84-6239208

Jorgensen Charitable Trust - Closing is a private foundation, based in BILLINGS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 9 grants totaling $80K. Net investment income was $41K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-3.3% YoY

Annual Giving

$80K

+14.3% YoY

Grant Count

+12.5% YoY

Avg Grant Size

$9K

+1.6% YoY

Under IRS private-foundation payout rules, Jorgensen Charitable Trust - Closing reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.

About Jorgensen Charitable Trust - Closing

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $365K (100%)

States

Colorado

Cities

BerthoudGreelyLoveland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,313,215	$1,358,362	$1,301,789
Revenue	$77,773	$144,999	$96,440
Expenses	$100,834	$86,866	$92,011
Qualifying Distributions	$85,739	$74,740	$80,850
Net Investment Income	$40,554	$56,128	$24,287
Distributable Amount	$68,313	$60,651	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

44 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Project Self Sufficiency ($17,500), Alternatives to Violence ($12,000), Hearts & Horses Therapeutic Riding Ctr ($10,500).

Recipient	Purpose	Amount
COMMUNITY KITCHEN LOVELAND, CO	PROGRAM SUPPORT	$10,000
PROJECT SELF SUFFICIENCY LOVELAND, CO	PROGRAM SUPPORT	$17,500
HABITAT FOR HUMANITY LOVELAND, CO	PROGRAM SUPPORT	$5,000
BOYS AND GIRLS CLUB LOVELAND, CO	PROGRAM SUPPORT	$5,000
ALTERNATIVES TO VIOLENCE LOVELAND, CO	PROGRAM SUPPORT	$12,000
HEARTS & HORSES THERAPEUTIC RIDING CTR LOVELAND, CO	PROGRAM SUPPORT	$10,500
LOVELAND VETERANS PLAZA BERTHOUD, CO	PROGRAM SUPPORT	$5,000
NAMAQUA CENTER LOVELAND, CO	PROGRAM SUPPORT	$5,000
KIDS PAK LOVELAND, CO	PROGRAM SUPPORT	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Jorgensen Charitable Trust - Closing?

As of 2024, Jorgensen Charitable Trust - Closing holds $1.3M in total assets with $78K in annual revenue. It awarded 9 grants totaling $80K in 2024.

Where does Jorgensen Charitable Trust - Closing operate?

Jorgensen Charitable Trust - Closing has awarded grants in Colorado.

What size grants does Jorgensen Charitable Trust - Closing award?

In 2024, Jorgensen Charitable Trust - Closing awarded 9 grants totaling $80K — an average of about $9K per grant, based on its IRS Form 990 filings.

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 2024, Jorgensen Charitable Trust - Closing reported a distributable amount of $68K 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 2020–2024.