Wortman Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AURORA, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 12 grants totaling $395K. Net investment income was $84K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.1M
+6.6% YoY
Annual Giving
$395K
-6.4% YoY
Grant Count
12
-20.0% YoY
Avg Grant Size
$33K
+17.1% YoY
Under IRS private-foundation payout rules, Wortman Family Charitable Trust reported a distributable amount of $383K for 2024 — the minimum it must pay out in qualifying distributions.
About Wortman Family Charitable Trust
Based on IRS filings
Wortman Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AURORA, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 12 grants totaling $395K. Net investment income was $84K.
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 | $5,069,872 | $4,756,649 | $4,936,043 |
| Revenue | $1,290,380 | $998,850 | $595,714 |
| Expenses | $977,157 | $1,178,244 | $1,239,986 |
| Qualifying Distributions | $412,983 | $437,287 | $443,192 |
| Net Investment Income | $84,254 | — | — |
| Distributable Amount | $383,205 | $410,928 | $439,037 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bremer Community Center ($363,303), Central Community College Foundatio ($24,000), Plainsman Museum ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EDGERTON EXPLORIT CENTER AURORA, NE | OPERATING | $525 |
| AURORA WRESTLING PROGRAM AURORA, NE | OPERATING | $250 |
| AURORA FFA AURORA, NE | OPERATING | $20 |
| PLAINSMAN MUSEUM AURORA, NE | OPERATING | $5,000 |
| CENTRAL COMMUNITY COLLEGE FOUNDATIO HASTINGS, NE | OPERATING | $24,000 |
| MEMORIAL COMMUNITY HEALTH FOUNDATIO AURORA, NE | OPERATING | $1,000 |
| BREMER COMMUNITY CENTER AURORA, NE | OPERATING | $363,303 |
| SPECIAL OLYMPICS NEBRASKA OMAHA, NE | OPERATING | $50 |
| GRACE CANCER FOUNDATION GRAND ISLAND, NE | OPERATING | $200 |
| AURORA RECREATION AURORA, NE | OPERATING | $250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GERALD D WARREN | TRUSTEE | 2 | $12,000 |
| JAYNE L SMITH | TRUSTEE | 2 | $12,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wortman Family Charitable Trust?
Wortman Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AURORA, NE. It holds $5.1M in total assets as of 2024.
How large is Wortman Family Charitable Trust?
As of 2024, Wortman Family Charitable Trust holds $5.1M in total assets with $1.3M in annual revenue. It awarded 12 grants totaling $395K in 2024.
Where does Wortman Family Charitable Trust operate?
Wortman Family Charitable Trust has awarded grants in Nebraska.
What size grants does Wortman Family Charitable Trust award?
In 2024, Wortman Family Charitable Trust awarded 12 grants totaling $395K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is Wortman Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wortman Family Charitable Trust reported a distributable amount of $383K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wortman Family Charitable Trust's EIN?
Wortman Family Charitable Trust's EIN (Employer Identification Number) is 47-6228310. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wortman Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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