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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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