Joseph & Laura Wortman Fdn Co Citibank Na
Joseph & Laura Wortman Fdn Co Citibank Na is a private foundation, 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
About Joseph & Laura Wortman Fdn Co Citibank Na
Based on IRS filings
Joseph & Laura Wortman Fdn Co Citibank Na is a private foundation, 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.
Ready to take the next step with Joseph & Laura Wortman Fdn Co Citibank Na?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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