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Montana · Private foundation

Robert F & Frances J Jorgensen Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$585k
Granted FY2023
11
Grants FY2023
11
Organizations funded FY2023
45%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$2,000
Largest grant, FY2023
$557,326
Organizations funded a year
2 to 11
FY2017 to FY2023
States reached, FY2023
2
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 45% of the organizations Robert F & Frances J Jorgensen Foundation funded were first-time grantees, receiving 96% of its grant dollars.

New vs renewed · share of each year

In FY2023, 4% of grant dollars renewed an existing relationship; $562k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
EducationPhilanthropyHuman ServicesHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202311$585k45%
FY20226$27k33%
FY20213$26k33%
FY20205$47k80%
FY20193$16k33%
FY20182$26k50%
FY20173$39kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Philanthropy$562kArts & Culture$97kHealth$45kReligion$25kEducation$13kHuman Services$12kFood & Nutrition$4kPublic Benefit$3kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 11 grantees
All grantees of Robert F & Frances J Jorgensen Foundation by total granted
GranteeTotal grantedYearsShare of their budget
James M & Frances M Wylder Foundation$557,326192%
Trigg - C M Russell Foundation Inc$97,00051%
McLaughlin Research Institute for Biomedical Sciences Inc$45,00041%
University of Providence$11,00030%
Great Falls Rescue Mission$9,00030%
United Way of Cascade County$5,00010%
Great Falls Community Food Bank Inc$4,00020%
Shonkin Community Club$3,0003n/a
Missouri River Open Lands Preservation Inc$2,0001n/a
Energy Share of Montana Inc$1,00010%
The University of Montana Foundation$1,00010%

Plus 6 recipients with no EIN on record ($30k), not named here.

Where it is load-bearing

Robert F & Frances J Jorgensen Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 9 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetJames M & Frances M Wylder Foundation: $557,326 over 1y, 92% of budgetTrigg - C M Russell Foundation Inc: $97,000 over 5y, 0.5% of budgetMcLaughlin Research Institute for Biomedical Sciences Inc: $45,000 over 4y, 0.6% of budgetUniversity of Providence: $11,000 over 3y, 0.0% of budgetGreat Falls Rescue Mission: $9,000 over 3y, 0.2% of budgetUnited Way of Cascade County: $5,000 over 1y, 0.4% of budgetGreat Falls Community Food Bank Inc: $4,000 over 2y, 0.1% of budgetEnergy Share of Montana Inc: $1,000 over 1y, 0.0% of budgetThe University of Montana Foundation: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 9.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Montana Community Foundation IncMT17.6× affinity6 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Montana Community Foundation Inc · James M & Frances M Wylder Foundation · Davidson Family Foundation · Zeller-Knowles Foundation Inc · Town Pump Charitable Foundation · Bnsf Railway Foundation · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Robert F & Frances J Jorgensen Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Robert F & Frances J Jorgensen Foundation?

Find your warmest path to Robert F & Frances J Jorgensen Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Robert F & Frances J Jorgensen Foundation

How much does Robert F & Frances J Jorgensen Foundation give?
Robert F & Frances J Jorgensen Foundation reported 11 grants totaling $584,826 in its FY2023 IRS filing. It funded between 2 and 11 organizations a year over FY2017 to FY2023.
What does Robert F & Frances J Jorgensen Foundation fund?
By grant dollars over FY2017 to FY2023, its largest causes are Philanthropy (73%), Arts & Culture (13%), Health (6%).
Who are Robert F & Frances J Jorgensen Foundation's largest grantees?
By total granted over FY2017 to FY2023: James M & Frances M Wylder Foundation ($557k), Trigg - C M Russell Foundation Inc ($97k), McLaughlin Research Institute for Biomedical Sciences Inc ($45k).
Does Robert F & Frances J Jorgensen Foundation fund new organizations?
In FY2023, 45% of the organizations it funded were first-time grantees.
Does Robert F & Frances J Jorgensen Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Robert F & Frances J Jorgensen Foundation?
Its strongest co-funders, measured against what their size predicts, include Montana Community Foundation Inc, James M & Frances M Wylder Foundation, Davidson Family Foundation.
Where is Robert F & Frances J Jorgensen Foundation based?
Robert F & Frances J Jorgensen Foundation is based in MT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 17 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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