Jorgensen Charitable Tr
- Assets
- $1.3m
- Revenue
- $147.0k
- Investments
- $1.2m
- Employees
- 0
- Location
- Loveland, CO
- Founding
- 08/1992
- Data as of
- 12/2021
- EIN
- 84-6239208
Organization Overview
Jorgensen Charitable Tr is located in Loveland, CO. The organization was established in 1992. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jorgensen Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Jorgensen Charitable Tr generated $147.0k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 6.1% each year. All expenses for the organization totaled $91.9k during the year ending 12/2021. While expenses have increased by 11.4% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Jorgensen Charitable Tr has awarded 18 individual grants totaling $140,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $75,000 |
| Interest on Savings | $117 |
| Dividends & Interest | $48,850 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $23,043 |
| Capital Gain Net Income | $23,043 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $147,010 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $15,609 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $16,869 |
| Contributions, gifts, grants paid | $75,000 |
| Total expenses and disbursements | $91,869 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $52,162 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,297,605 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jorgensen Charitable Tr has awarded $75,000 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
PROJECT SELF SUFFICIENCY PURPOSE: GENERAL PURPOSES | $17,500 |
Loveland, CO PURPOSE: GENERAL PURPOSES | $12,000 |
Loveland, CO PURPOSE: GENERAL PURPOSES | $10,000 |
HEARTS AND HORSES PURPOSE: GENERAL PURPOSES | $8,000 |
COMMUNITY KITCHEN PURPOSE: GENERAL PURPOSES | $7,500 |
BOYS AND GIRLS CLUB PURPOSE: GENERAL PURPOSES | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Moreno Family Foundation Phoenix, AZ | $117,327,204 | $12,846,787 |
The Dixie And Anne Leavitt Foundation Cedar City, UT | $52,405,557 | $11,398,374 |
Py Foundation Artesia, NM | $56,655,367 | $3,921,217 |
The Cielo Foundation Boulder, CO | $91,518,762 | $7,665,188 |
Merle Chambers Fund Denver, CO | $66,462,880 | $7,349,081 |
Gods Light In The Darkness Foundation Carlbad, NM | $31,530,012 | $790,978 |
Scott W And Betsy D Thornton Family Foundation Park City, UT | $4,627,448 | $2,183,609 |
Mutual Of Omaha Foundation Omaha, NE | $120,899,798 | $13,368,524 |
Claire M Hubbard Foundation Omaha, NE | $31,541,308 | $3,169,912 |
Eugene V And Clare Thaw Charitable Trust Santa Fe, NM | $97,006,761 | $1,880,279 |
Maffei Foundation Denver, CO | $13,828,182 | $18,020,171 |
D F Dillon Foundation Lincoln, NE | $47,396,549 | $3,325,825 |