Charlotte a Bortner Mem Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in YORK, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $250K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$250K
+1.2% YoY
Annual Giving
$10K
-2.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$5K
-2.8% YoY
Under IRS private-foundation payout rules, Charlotte a Bortner Mem Fund reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
About Charlotte a Bortner Mem Fund
Based on IRS filings
Charlotte a Bortner Mem Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in YORK, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $250K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $13K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $249,858 | $246,779 | $256,969 |
| Revenue | $17,686 | $5,217 | $37,860 |
| Expenses | $14,624 | $15,368 | $16,895 |
| Qualifying Distributions | $10,196 | $11,591 | $13,407 |
| Net Investment Income | $13,140 | $1,462 | $33,389 |
| Distributable Amount | $12,940 | $12,155 | $12,058 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include New Hope (fissel's) Ucc ($5,098), Homewood Retirement Centers Inc ($5,098).
| Recipient | Purpose | Amount |
|---|---|---|
| NEW HOPE (FISSEL'S) UCC GLEN ROCK, PA | CHARITABLE | $5,098 |
| HOMEWOOD RETIREMENT CENTERS INC WILLIAMSPORT, MD | CHARITABLE | $5,098 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charlotte a Bortner Mem Fund?
Charlotte a Bortner Mem Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in YORK, PA. It holds $250K in total assets as of 2024.
How large is Charlotte a Bortner Mem Fund?
As of 2024, Charlotte a Bortner Mem Fund holds $250K in total assets with $18K in annual revenue. It awarded 2 grants totaling $10K in 2024.
Where does Charlotte a Bortner Mem Fund operate?
Charlotte a Bortner Mem Fund has awarded grants in Maryland, Pennsylvania.
What size grants does Charlotte a Bortner Mem Fund award?
In 2024, Charlotte a Bortner Mem Fund awarded 2 grants totaling $10K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Charlotte a Bortner Mem Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlotte a Bortner Mem Fund reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charlotte a Bortner Mem Fund's EIN?
Charlotte a Bortner Mem Fund's EIN (Employer Identification Number) is 23-7766856. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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