Charlotte a Bortner Mem Fund

Foundation · Grantmaker YORK, PA EIN: 23-7766856

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $27K (50%)

Pennsylvania $27K (50%)

States

Maryland Pennsylvania

Cities

Glen RockWilliamsport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.