Marvin M Jorgensen Charitable Trust
This trust shall be solely for the benefit of mayo clinic, rochester, Minnesota.
Marvin M Jorgensen Charitable Trust at a glance
In short: Marvin M Jorgensen Charitable Trust gave $2.7M across 1 grant in 2025 (avg $2.7M), mostly in Minnesota. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $2,670,586
- +7.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,670,586
- +7.8% vs 2024
- Median grant
- $2,670,586
- Total assets
- $105,295,995
- -0.1% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Marvin M Jorgensen Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Mayo Clinic ($2.7M).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $1–5M range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $221K (2023) to $2.7M (2025). In 2025 it made 1 grant totaling $2.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Rochester, MN | Medical Advances | $2,670,586 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $105,295,995 | $2,746,391 | $2,756,556 | $2,670,586 | 1 | $360,565 |
| 2024 | $105,358,633 | $100,446,187 | $2,555,793 | $2,476,239 | 1 | $425,619 |
| 2023 | $7,415,628 | $3,734,176 | $223,048 | $220,758 | 1 | $7,125 |
| 2022 | $3,904,500 | $3,904,669 | $169 | — | — | $1,525 |
About Marvin M Jorgensen Charitable Trust
Based on IRS filings
Marvin M Jorgensen Charitable Trust is a public charity focused on Health, based in Urbandale, IA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $105.3M in total assets. In 2025, it awarded 1 grant totaling $2.7M. Net investment income was $361K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Marvin M Jorgensen Charitable Trust's only listed officer is Iowa State Bank, Trustee on every filing since 2022 (uncompensated).
Officers on the 2025 filing
Iowa State Bank
Trustee
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marvin M Jorgensen Charitable Trust
How much does Marvin M Jorgensen Charitable Trust give each year?
Marvin M Jorgensen Charitable Trust gave $2.7M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.5M across 1 grant.
How large is Marvin M Jorgensen Charitable Trust?
Marvin M Jorgensen Charitable Trust reported $105.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.7M.
What is Marvin M Jorgensen Charitable Trust?
Marvin M Jorgensen Charitable Trust is a public charity focused on Health, based in Urbandale, IA. It holds $105.3M in total assets as of 2025.
Where does Marvin M Jorgensen Charitable Trust operate?
Marvin M Jorgensen Charitable Trust has awarded grants in Minnesota.
What is Marvin M Jorgensen Charitable Trust's EIN?
Marvin M Jorgensen Charitable Trust's EIN (Employer Identification Number) is 87-6969181. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 11, 2026)
Live grants for the work Marvin M Jorgensen Charitable Trust funds
Health Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Marvin M Jorgensen Charitable Trust's focus areas in our free grants database
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