Robert F & Frances J Jorgensen Foundation
ROBERT F & FRANCES J is a private foundation based in Great Falls, Montana. Its 2023 filing is marked as the organization’s final return: the surviving trustee stated that the foundation would terminate and distribute all its property to the JAMES M & FRANCES M WYLDER FOUNDATION. The filing therefore indicates that the foundation has wound down.
Robert F & Frances J Jorgensen Foundation at a glance
In short: Robert F & Frances J Jorgensen Foundation gave $585K across 11 grants in 2023 (avg $53K), mostly in Montana. 45% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $584,826
- +2066.0% vs 2022
- Grants made (2023)
- 11
- +57.1% vs 2022
- Average grant
- $53,166
- +1278.4% vs 2022
- Median grant
- $2,000
- New grantees (estimate)
- 45% first-time grantees (5 of 11, 2023; small sample)
- Primary geography
- Montana (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Robert F & Frances J Jorgensen Foundation
- How to Apply
-
The foundation stated that it did not accept unsolicited requests and made contributions only to preselected charitable organizations. Its 2023 filing is marked as its final return.
- Contact
Mailing address: 98 Elk Drive, Great Falls, MT 59403-2046
Phone: (406) 781-7427
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert F & Frances J Jorgensen Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was James M & Frances M Wylder Foundation ($557K). Together the top 10 received $584K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 25 grants of 26 (96%).
Geographic Focus
Where this funder awards grants
The filing reports that 100% of 2023 grant dollars went to recipients in Montana and less than 1% to recipients in Oregon. The itemized grant list includes recipients in Great Falls, Shonkin, and Helena, Montana, as well as recipients in Otis and Lincoln City, Oregon.
Grant Distribution by State
Share of 2023 grant dollars across all 11 itemized grants.
Cities
Is Robert F & Frances J Jorgensen Foundation open to new grantees?
45%
first-time grantees, 2023
In 2023, 5 of 11 grantees (45%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $112K; repeat grants $4K. How we count
Medians: $1K first-time, $2K repeat.
- 36% of 2023 grantees were also funded in 2022. Method
- Giving grew 1144% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $26K (2021) to $585K (2023). In 2023 it made 11 grants totaling $585K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| James M & Frances M Wylder Foundation Great Falls, MT | Charitable | $557,326 |
| McLaughlin Research Institute Great Falls, MT | Charitable | $15,000 |
| Great Falls Community Food Bank Great Falls, MT | Charitable | $2,000 |
| Great Falls Rescue Mission Great Falls, MT | Charitable | $2,000 |
| Trigg-Russell Foundation Great Falls, MT | Charitable Contribution | $2,000 |
| Missouri River Open Lands Preservation Great Falls, MT | Charitable | $2,000 |
| Shonkin Community Club Shonkin, MT | Charitable | $1,000 |
| Family Promise Great Falls, MT | Charitable | $1,000 |
| Energy Share of Montana Helena, MT | Charitable | $1,000 |
| Sitka Center Otis, OR | Charitable | $1,000 |
Ready to take the next step with Robert F & Frances J Jorgensen Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $32,099 | $591,918 | $584,826 | 11 | $586,944 | $29,805 | $26,006 |
| 2022 | $501,829 | $12,390 | $32,431 | $27,000 | 7 | $28,632 | $10,727 | $28,378 |
| 2021 | $521,870 | $22,994 | $32,158 | $26,000 | 3 | $27,785 | $21,209 | $31,264 |
| 2020 | $531,034 | $59,756 | $52,244 | $47,000 | 5 | — | $57,205 | $27,845 |
Under IRS private-foundation payout rules, Robert F & Frances J Jorgensen Foundation reported a distributable amount of $26K for 2023 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The filing describes a program involving the difference in fair market value and cost basis of assets distributed to the Wylder Foundation. The grant list includes charitable contributions to a research institute, food bank, rescue mission, open lands preservation organization, community club, and other organizations.
Among the grantees, Great Falls Community Food Bank says its mission is to provide food to the community and engage, educate, and lead the community against hunger. Great Falls Rescue Mission describes itself as a Christian organization committed to caring for hungry, hurting, and homeless people in North Central Montana. Energy Share of Montana says it helps Montanans facing energy emergencies, including through emergency heating assistance and safety and efficiency services.
Grantmaking
In 2023, the foundation reported 11 grants totaling $584,826. Grant amounts ranged from $500 to $557,326, with a median of $2,000. Its largest reported grants were $557,326 to JAMES M & FRANCES M WYLDER FOUNDATION and $15,000 to MCLAUGHLIN RESEARCH INSTITUTE. Other listed grants included $2,000 each to Great Falls Community Food Bank, Great Falls Rescue Mission, TRIGG-RUSSELL FOUNDATION, and Missouri River Open Lands Preservation; and $1,000 each to Shonkin Community Club, Family Promise, Energy Share of Montana, and Sitka Center. St James Santiago School received $500.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists TIMOTHY J WYLDER as trustee. The filing also identifies him as the foundation’s duly acting surviving trustee.
Robert F & Frances J Jorgensen Foundation is led by Timothy J. Wylder, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2023 filing
Timothy J. Wylder
Trustee
On filings since 2020
0.5 hrs/week
$4K (2020) → $4K (2023)
Former officers (1)
- Former: Frances M. Wylder (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $4K, to Timothy J Wylder (Trustee).
Frequently asked questions about Robert F & Frances J Jorgensen Foundation
How much does Robert F & Frances J Jorgensen Foundation give each year?
Robert F & Frances J Jorgensen Foundation gave $585K across 11 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $27K across 7 grants.
What is Robert F & Frances J Jorgensen Foundation's typical grant size?
Robert F & Frances J Jorgensen Foundation's median grant in 2023 was $2,000, and its average grant was $53,166, across 11 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Robert F & Frances J Jorgensen Foundation that year got $112K on average.
Where does Robert F & Frances J Jorgensen Foundation give grants?
Robert F & Frances J Jorgensen Foundation gives mostly in Montana: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Great Falls, MT (7 grants).
Does Robert F & Frances J Jorgensen Foundation give general operating support?
Not in 2023: none of the 11 grants with a stated purpose on Robert F & Frances J Jorgensen Foundation's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (10 grants).
Who are Robert F & Frances J Jorgensen Foundation's largest grantees?
Robert F & Frances J Jorgensen Foundation's largest 2023 grantees include James M & Frances M Wylder Foundation ($557,326), McLaughlin Research Institute ($15,000) and Great Falls Community Food Bank ($2,000), according to its 2023 IRS Form 990-PF. Together they received 98% of its itemized 2023 grant dollars.
What does Robert F & Frances J Jorgensen Foundation fund?
The filing describes a program involving the difference in fair market value and cost basis of assets distributed to the Wylder Foundation. See mission & focus areas ↑
How do I apply for a grant from Robert F & Frances J Jorgensen Foundation?
The foundation stated that it did not accept unsolicited requests and made contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Robert F & Frances J Jorgensen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Robert F & Frances J Jorgensen Foundation reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert F & Frances J Jorgensen Foundation's EIN?
Robert F & Frances J Jorgensen Foundation's EIN (Employer Identification Number) is 84-1406980. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Robert F & Frances J Jorgensen Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Robert F & Frances J Jorgensen Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
James M & Frances M Wylder Foundation
Great Falls, MT
The James M. & Frances M. Wylder Foundation supports varied charitable work, including health, scholarships, housing, food assistance, family support, and arts conservation. Its 2025 grants ranged from $1,000 to $30,000, with a median of $1,500; most funding went to Montana, with some grants in Oregon and California. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$2.1M
Grants
14
Total Given
$98K
The Gerhart Foundation
Great Falls, MT
The Gerhart Foundation funds Montana nonprofits providing youth and family services, emergency assistance, hunger relief, shelter, and other community programs. Its 2025 grants ranged from $1,500 to $15,000, with a median of $5,000. The filing says to contact William Beecher by letter and demonstrate financial need; it does not state whether unsolicited requests are accepted.
Assets
$2.3M
Grants
17
Total Given
$115K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Benefis Health System Inc
Great Falls, MT
We provide excellent care for all, healing body, mind and spirit. Benefis Health System, inc. Is organized to oversee, coordinate and direct the assets and operations of benefis hospitals, inc., benefis community care, inc., benefis medical group, inc., Benefis Health System foundation, inc., benefis community hospitals, inc. And other related entities as part of an integrated healthcare delivery system serving the residents of north central Montana.
Assets
$826.0M
Grants
9
Total Given
$741K
Davidson Family Foundation
Great Falls, MT
The Davidson Family Foundation supports education, food access, health, arts and culture, recreation, and community services, primarily in Montana, with additional grants in Washington state and Washington, D.C. Its 2025 grants ranged from $7,500 to $150,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$7.6M
Grants
32
Total Given
$660K
Zeller Family Foundation
Great Falls, MT
Assets
$1.9M
Grants
9
Total Given
$81K
More similar funders
More Funders in Montana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Robert F & Frances J Jorgensen Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Robert F & Frances J Jorgensen Foundation down — hundreds of funders to go?