# David and Annette Jorgensen Foundation

David and Annette Jorgensen Foundation is an Endowment / Foundation based in Portola Valley, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Portola Valley, United States
- **Region:** North America
- **Address:** Portola Valley, CA, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

The David G. and Annette T. Jorgensen Family Foundation was established in 1988 by David G. Jorgensen, co-founder of Katun and Dataquest, and his wife Annette Thatcher Jorgensen. Its stated purpose centers on charitable and educational activities, with the primary visible program being a renewable freshman scholarship supporting engineering students at the University of Utah. The foundation holds a private equity and real estate portfolio in addition to its grant activity. Named principals include the founders and their children Jennifer A. Jorgensen and Thomas D. Jorgensen, all serving as officers. David G. Jorgensen previously held the role of Vice Chairman at the Free to Choose Network and maintains ties to the Pacific Legal Foundation and American Enterprise Institute. No verifiable investment transactions or operational updates from the last 24 months appear in available records. The foundation lists two residential holdings: 20 Zapata Way in Portola Valley, California, and 4890 Lawai Road in Koloa, Hawaii.

## Sectors

- Education

## People

- David G. Jorgensen — President
- Annette Thatcher Jorgensen — Vice President and Co-Trustee
- Jennifer A. Jorgensen — Vice President
- Thomas D. Jorgensen — Vice President
- T. Michael Clarke — Business Partner

## Questions

### Who runs investment decisions at the David and Annette Jorgensen Foundation?

David G. Jorgensen serves as President. His wife Annette Thatcher Jorgensen acts as Vice President and Co-Trustee, with their children Jennifer A. Jorgensen and Thomas D. Jorgensen also listed as Vice Presidents.

### Does the foundation participate in fund commitments or only direct deals?

Records indicate holdings in private equity and real estate but provide no breakdown of fund commitments versus direct investments.

### What investment stages does the foundation target?

Listed strategy tags include buyout, early-stage venture, seed, start-up, expansion, late stage, and fund of funds, though no specific transactions are documented.

### How is the foundation related to any operating businesses?

David G. Jorgensen and T. Michael Clarke co-founded Katun Corporation; the foundation itself functions solely as a grantmaking and investment vehicle.

## Related profiles

- [Lewis G. Schaeneman Jr. Foundation](https://altss.com/profile/lewis-g-schaeneman-jr-foundation)
- [EX.TRA Management GmbH](https://altss.com/profile/ex-tra-management-gmbh)

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Last updated: 2026-06-03T20:00:00.000Z

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