Ove W Jorgensen Foundation Inc

Fort Wayne, IN
Tax-exempt since Aug. 1998
EIN: 35-2050475

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Unknown / Unclassified (NTEE)

Donations to this organization are tax deductible.

Revenue

$289k (2025)

Expenses

$230k (2025)

Total Assets

$4.01M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Jan.
2025

Revenue

$289,118

Expenses

$229,851

Net Income

$59,267

Net Assets

$4,006,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,769	2.0%
Dividends	$111,076	38.4%
Sales of Assets	$172,256	59.6%
Other Income	$17	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,250	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,006,931
Total Liabilities	$0
Net Assets	$4,006,931

Compensation

Key Employees and Officers	Compensation	Other
Ben Williams (Secretary)	$0	$0
Susan Jorgensen (President)	$0	$0
Molly Jorgensen (Director)	$0	$0
Benjamin Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on May 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$167,392

Expenses

$284,121

Net Income

-$116,729

Net Assets

$3,947,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,325	0.8%
Dividends	$103,242	61.7%
Sales of Assets	$62,610	37.4%
Other Income	$215	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,333	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,947,664
Total Liabilities	$0
Net Assets	$3,947,664

Compensation

Key Employees and Officers	Compensation	Other
Ben Williams (Secretary)	$0	$0
Jay O Jorgensen (President)	$0	$0
Jane Jorgensen (Director)	$0	$0
Susan Jorgensen (Vice Preside)	$0	$0
Molly Stevens (Director)	$0	$0
Nicholas Stevens (Director)	$0	$0
Benjamin Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on May 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2023

Revenue

$18,471

Expenses

$240,367

Net Income

-$221,896

Net Assets

$4,064,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,879	10.2%
Dividends	$99,209	> 100%
Sales of Assets	-$82,617
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,200	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,064,393
Total Liabilities	$0
Net Assets	$4,064,393

Compensation

Key Employees and Officers	Compensation	Other
Ben Williams (Secretary)	$0	$0
Jay O Jorgensen (President)	$0	$0
Jane Jorgensen (Director)	$0	$0
Susan Jorgensen (Vice Preside)	$0	$0
Molly Stevens (Director)	$0	$0
Nicholas Stevens (Director)	$0	$0
Benjamin Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2022

Revenue

$435,326

Expenses

$286,554

Net Income

$148,772

Net Assets

$4,286,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$138,676	31.9%
Sales of Assets	$296,638	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,586	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,286,289
Total Liabilities	$0
Net Assets	$4,286,289

Compensation

Key Employees and Officers	Compensation	Other
Ben Williams (Secretary)	$0	$0
Jay O Jorgensen (President)	$0	$0
Jane Jorgensen (Director)	$0	$0
Susan Jorgensen (Vice Preside)	$0	$0
Molly Stevens (Director)	$0	$0
Nicholas Stevens (Director)	$0	$0
Benjamin Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on June 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2021

Revenue

$1,217,234

Expenses

$237,175

Net Income

$980,059

Net Assets

$4,137,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$773	0.1%
Dividends	$73,219	6.0%
Sales of Assets	$1,143,242	93.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,000	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,137,517
Total Liabilities	$1
Net Assets	$4,137,516

Compensation

Key Employees and Officers	Compensation	Other
Ben Williams (Secretary)	$0	$0
Jay O Jorgensen (President)	$0	$0
Jane Jorgensen (Director)	$0	$0
Susan Jorgensen (Vice Preside)	$0	$0
Molly Stevens (Director)	$0	$0
Nicholas Stevens (Director)	$0	$0
Benjamin Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on June 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2020

Revenue

$147,111

Expenses

$263,888

Net Income

-$116,777

Net Assets

$3,157,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,234	64.1%
Sales of Assets	$52,780	35.9%
Other Income	$97	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,066	84.9%
Compensation of Officers*	$25,004	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,157,458
Total Liabilities	$1
Net Assets	$3,157,457

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Indiana Na (Agent For Trustee)	$22,504	$0
Diane Oberlin (Manager)	$2,500	$0
Jay O Jorgensen (Director)	$0	$0
Jane Jorgensen (Director)	$0	$0
Susan Jorgensen (Director)	$0	$0
Alice Gilaroo (Director)	$0	$0
Steve Williams (Director)	$0	$0

+ View more people

990-PF

Filed on June 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2019

Revenue

$476,708

Expenses

$233,827

Net Income

$242,881

Net Assets

$3,281,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,186	18.5%
Sales of Assets	$388,475	81.5%
Other Income	$47	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,507	89.6%
Compensation of Officers*	$22,537	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,281,038
Total Liabilities	$0
Net Assets	$3,281,038

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Indiana Na (Agent For Trustee)	$20,037	$0
Diane Oberlin (Manager)	$2,500	$0
Jay O Jorgensen (Director)	$0	$0
Jane Jorgensen (Director)	$0	$0
Susan Jorgensen (Director)	$0	$0
Alice Gilaroo (Director)	$0	$0
Steve Williams (Director)	$0	$0

+ View more people

990-PF

Filed on June 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2018

Revenue

$114,697

Expenses

$128,264

Net Income

-$13,567

Net Assets

$3,038,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,061	69.8%
Sales of Assets	$34,591	30.2%
Other Income	$45	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,999	78.7%
Compensation of Officers*	$29,993	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,038,672
Total Liabilities	$0
Net Assets	$3,038,672

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Indiana Na (Agent For Trustee)	$27,493	$0
Diane Oberlin (Manager)	$2,500	$0
Jay O Jorgensen (Director)	$0	$0
Winifred M Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on June 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2017

Revenue

$34,900

Expenses

$321,552

Net Income

-$286,652

Net Assets

$3,069,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,904	> 100%
Sales of Assets	-$44,692
Other Income	$688	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,252	94.0%
Compensation of Officers*	$18,561	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,069,995
Total Liabilities	$0
Net Assets	$3,069,995

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Indiana Na (Agent For Trustee)	$16,061	$0
Diane Oberlin (Manager)	$2,500	$0
Jay O Jorgensen (Director)	$0	$0
Winifred M Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on June 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2016

Revenue

$189,597

Expenses

$234,314

Net Income

-$44,717

Net Assets

$3,361,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,767	40.0%
Sales of Assets	$110,749	58.4%
Other Income	$3,081	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,905	92.1%
Compensation of Officers*	$19,777	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,361,313
Total Liabilities	$0
Net Assets	$3,361,313

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Indiana Na (Agent For Trustee)	$17,277	$0
Diane Oberlin (Manager)	$2,500	$0
Jay O Jorgensen (Director)	$0	$0
Winifred M Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on June 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2015

Revenue

$213,090

Expenses

$224,107

Net Income

-$11,017

Net Assets

$3,407,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,047	35.7%
Sales of Assets	$134,734	63.2%
Other Income	$2,309	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,065	91.9%
Compensation of Officers*	$20,127	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,407,354
Total Liabilities	$0
Net Assets	$3,407,354

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Indiana Na (Agent For Trustee)	$17,627	$0
Diane Oberlin (Manager)	$2,500	$0
Jay O Jorgensen (Director)	$0	$0
Winifred M Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on June 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2014

Revenue

$166,334

Expenses

$212,333

Net Income

-$45,999

Net Assets

$3,409,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,926	49.3%
Sales of Assets	$66,102	39.7%
Other Income	$18,306	11.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,626	92.1%
Compensation of Officers*	$18,329	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,409,483
Total Liabilities	$0
Net Assets	$3,409,483

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Indiana Na (Agent For Trustee)	$15,829	$0
Diane Oberlin (Manager)	$2,500	$0
Jay O Jorgensen (Director)	$0	$0
Winifred M Jorgensen (Director)	$0	$0

+ View more people

990-PF

Filed on June 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2013

Revenue

$86,946

Expenses

$134,618

Net Income

-$47,672

Net Assets

$3,444,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,775	91.8%
Sales of Assets	$7,075	8.1%
Other Income	$96	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,634	73.3%
Compensation of Officers*	$5,670	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,450,891
Total Liabilities	$6,346
Net Assets	$3,444,545

990-PF

Filed on Jan. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2012

Revenue

$1,023,452

Expenses

$282,134

Net Income

$741,318

Net Assets

$3,512,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,388	8.3%
Sales of Assets	$938,064	91.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$269,918	95.7%
Compensation of Officers*	$12,091	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,512,926
Total Liabilities	$1
Net Assets	$3,512,925

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Ove W Jorgensen Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $289k (2025)

Expenses $230k (2025)

Total Assets $4.01M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$289k (2025)

Expenses

$230k (2025)

Total Assets

$4.01M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005

Fiscal Year Ending Jan.
2004

Fiscal Year Ending Jan.
2003

Fiscal Year Ending Jan.
2002