Private foundation (trust)EIN 943058478Est. 1988-04
DAVID AND ANNETTE JORGENSEN FOUNDATION
PORTOLA VALLEY, CA 940287918
Total Assets
$8.2M
FY 2024
Annual Giving
$197K
FY 2024
Grants Made
12
FY 2024
Avg Grant
$16K
FY 2024
Grant Range
$100–$80K
Typical
Deadlines
—
Applications
Financial Snapshot
2024 filing
Total Revenue
$131K
Total Expenses
$433K
Qualifying Distributions
$225K
Distributable Amount
$396K
Min. Investment Return
$396K
Undistributed Income
$272K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
12 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
62 grants
Grant Size Distribution
62 grants
Geographic Focus
9 states
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