Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-3058478

DAVID AND ANNETTE JORGENSEN

Tax-exempt · PORTOLA VALLY, CA 94028

Financials

$163K$647K2023$131K$433K2024
Revenue Expenses · by fiscal year end
Financials of DAVID AND ANNETTE JORGENSEN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$130,912$432,572-$301,660$6,277,941$0$6,277,941
December 31, 2023990-PF$163,095$646,924-$483,829$6,589,299$6,200$6,583,099
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$38,255
Net gain from sales of assets
-$12,742
Other income
$105,399

Expenses

Grants and similar amounts paid
$197,100
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$225,200

Balance sheet and other

Total assets, start of year
$6,589,299
Total assets, end of year
$6,277,941
Total liabilities, end of year
$0
Net assets, end of year
$6,277,941
Fair market value of assets
$8,191,073
Qualifying distributions
$225,200
Net investment income
$143,654

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID G JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
PRESIDENT2$0
ANNETTE JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
VICE PRESIDENT - SECRETARY2$0
THOMAS D JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
VICE PRESIDENT0.5$0
JENNIFER A JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
VICE PRESIDENT0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID G JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
PRESIDENT2$0
ANNETTE JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
VICE PRESIDENT - SECRETARY2$0
THOMAS D JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
VICE PRESIDENT0.5$0
JENNIFER A JORGENSEN
20 ZAPATA WAY, PORTOLA VALLEY, CA 940287918
VICE PRESIDENT0.5$0

Address and contacts

Address (IRS master file)
20 ZAPATA WAY, PORTOLA VALLY, CA 94028-7346
Signed the 990-PF
DAVID JORGENSEN, PRESIDENT
Phone
(650) 851-7822
Return prepared by
FRANK RIMERMAN CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3058478 or by the name DAVID AND ANNETTE JORGENSEN.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-3058478
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,277,941
Income (IRS master file)
$154,914

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$130,912$432,572$6,277,941XML
990-TDecember 2024–––IRS
990-PFDecember 2023$163,095$646,924$6,589,299XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3058478).

Questions about DAVID AND ANNETTE JORGENSEN

What is the EIN of DAVID AND ANNETTE JORGENSEN?
The employer identification number (EIN) of DAVID AND ANNETTE JORGENSEN is 94-3058478.
Is DAVID AND ANNETTE JORGENSEN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to DAVID AND ANNETTE JORGENSEN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID AND ANNETTE JORGENSEN file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID AND ANNETTE JORGENSEN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID AND ANNETTE JORGENSEN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DAVID AND ANNETTE JORGENSEN?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does DAVID AND ANNETTE JORGENSEN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $130,912, expenses of $432,572 and total assets of $6,277,941 at year end.

Other nonprofits in PORTOLA VALLY

All nonprofits in PORTOLA VALLY · California