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← ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500

Form 990 for tax year 2025

Filed by ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500.

Totals

Total revenue
$1,128,159
Total expenses
$1,277,304
Contributions and grants received
$0
Grants paid
$1,129,613
Program service revenue
$0
Investment income
$947,083
Other revenue
$181,076
Total assets, end of year
$8,795,982
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,795,982
Program services expenses (Part IX)
$1,129,613
Management and general expenses
$147,691
Fundraising expenses
$0
Program service expenses (Part III)
$1,129,612

Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $267,471 · excluded $267,471

  • 6a · Gross rents

    real property $371,937

  • 6b · Less rental expenses

    real property $190,861

  • 6c · Rental income or loss

    real property $181,076

  • 6d · Net rental income or loss

    total $181,076 · excluded $181,076

  • 7a · Gross sales of assets other than inventory

    securities $1,943,225

  • 7b · Less cost or other basis and sales expenses

    securities $1,263,613

  • 7c · Gain or loss

    securities $679,612

  • 7d · Net gain or loss

    total $679,612 · excluded $679,612

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,129,613 · program services $1,129,613

  • 5 · Compensation of officers, directors and key employees

    total $142,533 · management and general $142,533

  • 11c · Fees: accounting

    total $1,050 · management and general $1,050

  • 24e · All other expenses

    total $4,108 · management and general $4,108

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $223,491 · end of year $254,397

  • 11 · Investments: publicly traded securities

    beginning of year $8,724,026 · end of year $8,541,585

  • 29 · Capital stock, trust principal or current funds

    beginning of year $8,947,517 · end of year $8,795,982

Mission and programs · 2025

Mission

FUND CARES FOR CHILDREN OF FAMILIES WHO CANNOT AFFORD CARE AT HOSP AND IS ADDED TO GENERAL OPERATING FUND, IT FUNDS SCHOLARSHIP AND PROVIDES FELLOWSHIPS FOR MEDICAL STUDENTS.

  • GRANTS MADE TO PACIFIC LUTHERAN UNIVERSITY FOR SCHOLARSHIPS

    Expenses $282,403 · Grants $282,403

  • GRANTS MADE TO FRED HUTCHINSON CANCER RESEARCH CTR FOR CANCER RESEARCH

    Expenses $282,403 · Grants $282,403

  • GRANTS MADE TO CHILDREN'S HOSITPAL FDN TO HELP FAMILIES FINANCIALY

    Expenses $282,403 · Grants $282,403

  • Expenses $282,403 · Grants $282,403

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Keybank Na

    TRUSTEE

    Total calculated
    $142,533
    From this org
    $142,533
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • CHILDREN'S HOSPITAL FDN

    $282,403

    RESEARCH

  • FRED HUTCHINSON CANCER RESEARCH CTR

    $282,403

    CANCER RESEARCH

  • PACIFIC LUTHERN UNIVERSITY

    $282,403

    GRANTS FOR STUDENTS OF FINANCIAL NEED AND MERITORIOUS SCHOLASTIC ENDEAVOR

  • UNIVERISTY OF WASHINGTON

    $282,403

    AVAILABLE TO SCHOOL OF MEDICINE

Provenance

Return type
form_990
Tax year
2025
Filed
16 April 2026
IRS schema version
2025v4.0
Source object
202611279349302351

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