Jorgensen Charitable Trust - Closing

BILLINGS, MT EIN: 84-6239208

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.3M

-3.3% YoY

Annual Giving

$80K

+14.3% YoY

Grant Count

9

+12.5% YoY

Avg Grant Size

$9K

+1.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$81K$162K$243K$324K20202021202220232024
Metric202420232022
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

$0$20K$40K$60K$80K9 grants20209 grants20219 grants20228 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

PROJECT SELF SUFFICIENCY$18KALTERNATIVES TO VIOLENCE$12KHEARTS & HORSES THERAPEU…$11KCOMMUNITY KITCHEN$10KKIDS PAK$10KHABITAT FOR HUMANITY$5KBOYS AND GIRLS CLUB$5KLOVELAND VETERANS PLAZA$5KNAMAQUA CENTER$5K

Grant Size Distribution

44 grants across all recorded years

44<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Jorgensen Charitable Trust - Closing fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

BerthoudGreelyLoveland

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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