Public nonprofit record
MARVIN M JORGENSEN CHARITABLE TRUST
EIN 87-6969181 · Single Organization Support (E11)
What they do
THIS TRUST SHALL BE SOLELY for THE BENEFIT of MAYO CLINIC, ROCHESTER, MINNESOTA.
Money
Tax year 2025Financial picture
Revenue$2,746,391
Expenses$2,756,556
Assets$105,295,995
Income$4,820,907
Grants given$5,367,583
Average grant$1,789,194
Management$85,970
Stocks and bonds$109,558
Accounting fees$2,650
Investing fees$24,000
About this charity
- Recognized since
- January 2022
- Location
- 2301 NORTHWEST 128TH STREET, URBANDALE, IA 50323
- County
- Polk
- In care of
- IOWA STATE BANK
- Primary officer
- IOWA STATE BANK, Trustee
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990
- Tax preparer
- TARBELL & CO PLC
- NTEE classification
- Single Organization Support (E11)
- IRS tax category
- Single Organization Support
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 24
- Organization
- 2
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