The George & Shirley Jensen Foundation

Foundation · Grantmaker Missoula, MT EIN: 81-0529541

The George & Shirley Jensen Foundation is a private foundation focused on Health, based in Missoula, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 4 grants totaling $25K. Net investment income was $41K.

Key facts about The George & Shirley Jensen Foundation

EIN: 81-0529541
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $25,200
Grants made (2024): 4
Average grant: $6,300
Median grant: $6,100
Total assets: $432,858
Primary geography: Montana (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The George & Shirley Jensen Foundation funds

By grant dollars, the top recipient states for The George & Shirley Jensen Foundation's 4 itemized 2024 grants were Montana (100%). The most frequent recipient cities were Missoula, MT (4 grants). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Financial Assistance" (4 grants).

How The George & Shirley Jensen Foundation gives

Giving held roughly steady from 2021 to 2024 (−6%). Method
In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with The George & Shirley Jensen Foundation

How to evaluate The George & Shirley Jensen Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
Draft an LOI to The George & Shirley Jensen Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$433K

+3.5% YoY

Annual Giving

$25K

-4.9% YoY

Grant Count

-20.0% YoY

Avg Grant Size

$6K

+18.9% YoY

Under IRS private-foundation payout rules, The George & Shirley Jensen Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About The George & Shirley Jensen Foundation

Based on IRS filings

Focus Areas

Health

Your AI grants department

Ready to take the next step with The George & Shirley Jensen Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $25K (100%)

Share of all 4 itemized 2024 grant dollars.

States

Montana Washington

Cities

MissoulaSpokaneMissola

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$432,858	$418,365	$416,662
Revenue	$42,128	$34,511	$32,941
Expenses	$26,717	$28,938	$30,770
Qualifying Distributions	$25,650	$26,950	$28,900
Net Investment Income	$41,061	$32,981	$31,400
Distributable Amount	$28,605	$25,869	$26,863

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Missoula Aging Services ($11,000), St Patrick House ($10,000), Families First ($2,200).

Recipient	Purpose	Amount
Missoula Aging Services Missoula, MT	FINANCIAL ASSISTANCE	$11,000
St Patrick House Missoula, MT	FINANCIAL ASSISTANCE	$10,000
Families First Missoula, MT	FINANCIAL ASSISTANCE	$2,200
Loyola Sacred Heart Foundation Missoula, MT	FINANCIAL ASSISTANCE	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
George L Jensen	Director	0.1	—
Shirley A Jensen	Director	0.1	—
Kristy Jensen-Warycha	Director	0.05	—

Subject Areas

Focus areas based on grantmaking activity

Health

Frequently Asked Questions

What is The George & Shirley Jensen Foundation?

The George & Shirley Jensen Foundation is a private foundation focused on Health, based in Missoula, MT. It holds $433K in total assets as of 2024.

How large is The George & Shirley Jensen Foundation?

As of 2024, The George & Shirley Jensen Foundation holds $433K in total assets with $42K in annual revenue. It awarded 4 grants totaling $25K in 2024.

Where does The George & Shirley Jensen Foundation operate?

The George & Shirley Jensen Foundation has awarded grants in Montana, Washington.

What size grants does The George & Shirley Jensen Foundation award?

In 2024, The George & Shirley Jensen Foundation awarded 4 grants totaling $25K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The George & Shirley Jensen Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The George & Shirley Jensen Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The George & Shirley Jensen Foundation's EIN?

The George & Shirley Jensen Foundation's EIN (Employer Identification Number) is 81-0529541. IRS Form 990 filing data is available on this page for 2020–2024.