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EIN 84-6239208

Jorgensen Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Billings
State
Montana
Year formed
1992
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Jorgensen Charitable Trust is a private foundation located in Cheyenne, WY that primarily funds general purposes. It made nine grants last year to grantees such as Project Self Sufficiency and others.
Total revenues
$144,999
2023
Total expenses
$86,866
2023
Total assets
$1,358,362
2023
Num. employees
0
2023

Grants made by Jorgensen Charitable Trust

GranteeGrant descriptionAmount
Project Self-Sufficiency of Northern ColoradoProgram Support$17,500
Alternatives to ViolenceProgram Support$12,000
House of Neighborly ServiceProgram Support$10,000
...and 3 more grants made

Personnel at Jorgensen Charitable Trust

NameTitleCompensation
Debra UeckerVice President
Great Western Wealth ManagmentTrustee$15,609

Financials for Jorgensen Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$75,000
Investment income and dividends$44,427
Net rental income$0
Net gain from sale of non-inventory assets$23,842
Gross sales of inventory$0
Miscellaneous revenues$1,730
Total revenues$144,999

Form 990s for Jorgensen Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-06990PFView PDF
2022-122023-10-20990PFView PDF
2021-122022-04-13990PFView PDF
2020-122022-08-02990PFView PDF
2019-122020-07-14990PRView PDF
...and 6 more Form 990s
Data update history
July 14, 2024
Used new vendors
Identified 1 new vendor, including
December 3, 2023
Posted financials
Added Form 990PF for fiscal year 2022
December 2, 2023
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 30918
Billings, MT 59116
County
Yellowstone County, MT
Phone
(307) 633-8409
IRS details
EIN
84-6239208
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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