Joseph & Laura Wortman Fdn Co Citibank Na
Joseph & Laura Wortman Fdn Co Citibank Na is a private foundation focused on Arts and culture, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.7M in total assets. In 2024, it awarded 7 grants totaling $531K. Net investment income was $593K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.7M
+0.3% YoY
Annual Giving
$531K
+4.8% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$76K
+4.8% YoY
Under IRS private-foundation payout rules, Joseph & Laura Wortman Fdn Co Citibank Na reported a distributable amount of $598K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph & Laura Wortman Fdn Co Citibank Na
Based on IRS filings
Joseph & Laura Wortman Fdn Co Citibank Na is a private foundation focused on Arts and culture, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.7M in total assets. In 2024, it awarded 7 grants totaling $531K. Net investment income was $593K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,715,217 | $8,693,077 | $8,919,508 |
| Revenue | $712,728 | $423,546 | $643,734 |
| Expenses | $689,398 | $650,226 | $734,686 |
| Qualifying Distributions | $567,789 | $541,108 | $566,077 |
| Net Investment Income | $593,381 | $311,827 | $534,510 |
| Distributable Amount | $597,959 | $538,862 | $541,998 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Children's Aid - Wagon Road Camp ($120,500), Wildlife Conservation Society ($110,000), Riverside Symphony ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S AID - WAGON ROAD CAMP CHAPPAQUA, NY | GENERAL OPERATING | $120,500 |
| RIVERSIDE SYMPHONY NEW YORK, NY | GENERAL OEPRATING | $75,000 |
| SAINT IGNATIUS SCHOOL CLEVELAND, OH | GENERAL OPERATING | $75,000 |
| MAYO CLINIC SCOTTSDALE, AZ | GENERAL OPERATING | $30,000 |
| LIFE IS PRECIOUS LONG ISLAND CITY, NY | GENERAL OPERATING | $60,000 |
| WILDLIFE CONSERVATION SOCIETY BRONX, NY | GENERAL OPERATING | $110,000 |
| HORTICULTURAL SOCIETY NEW YORK, NY | GENERAL OPERATING | $60,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CITIBANK N A | TRUSTEE, AS REQ'D | — | $54,201 |
| ALBERT L LINGELBACH ESQ | CO-TTEE, AS REQ'D | — | $16,878 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph & Laura Wortman Fdn Co Citibank Na?
Joseph & Laura Wortman Fdn Co Citibank Na is a private foundation focused on Arts and culture, based in NEW YORK, NY. It holds $8.7M in total assets as of 2024.
How large is Joseph & Laura Wortman Fdn Co Citibank Na?
As of 2024, Joseph & Laura Wortman Fdn Co Citibank Na holds $8.7M in total assets with $713K in annual revenue. It awarded 7 grants totaling $531K in 2024.
Where does Joseph & Laura Wortman Fdn Co Citibank Na operate?
Joseph & Laura Wortman Fdn Co Citibank Na has awarded grants in Arizona, New York, Ohio.
What size grants does Joseph & Laura Wortman Fdn Co Citibank Na award?
In 2024, Joseph & Laura Wortman Fdn Co Citibank Na awarded 7 grants totaling $531K — an average of about $76K per grant, based on its IRS Form 990 filings.
How much is Joseph & Laura Wortman Fdn Co Citibank Na required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph & Laura Wortman Fdn Co Citibank Na reported a distributable amount of $598K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph & Laura Wortman Fdn Co Citibank Na's EIN?
Joseph & Laura Wortman Fdn Co Citibank Na's EIN (Employer Identification Number) is 13-6919339. 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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