Wortman Family Charitable Trust
Wortman Family Charitable Trust is a private foundation based in Aurora, Nebraska. It reported 12 grants totaling $395,138 in 2024, all to recipients in Nebraska. Its 2025 filing, the latest on this page, reports 13 grants totaling $365,360.
Wortman Family Charitable Trust at a glance
In short: Wortman Family Charitable Trust gave $365K across 13 grants in 2025 (avg $28K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $365,360
- -7.5% vs 2024
- Grants made (2025)
- 13
- +8.3% vs 2024
- Average grant
- $28,105
- -14.6% vs 2024
- Median grant
- $5,000
- Total assets
- $6,602,696
- +30.2% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
How to apply to Wortman Family Charitable Trust
- How to Apply
-
The 2024 filing says to contact Jayne L. Smith and provide the applicant’s name and ID number, contact person and address, general classification and purpose of the organization, proposed use of funds, and total funding request. The filing states that awards have no restrictions or limitations other than those decided by the board of trustees.
- Review Cycle
- The filing states there is no annual deadline for requests for funds.
- Deadline
- The filing states there is no annual deadline for requests for funds.
- Contact
Application contact: Jayne L Smith
Mailing address: PO Box 98, Aurora, NE 68818
Phone: (402) 694-0448
Email: wortmans@hamilton.net
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Wortman Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Hamilton Community Foundation ($210K). Together the top 10 received $365K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 66 grants of 74 (89%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in Nebraska. Listed recipients were in Aurora, Hastings, Grand Island, and Omaha.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
How Wortman Family Charitable Trust gives
- 77% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $44K (2020) to $426K (2022). In 2025 it made 13 grants totaling $365K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hamilton Community Foundation Aurora, NE | Operating | $210,000 |
| Edgerton Explorit Center Aurora, NE | Operating | $50,525 |
| Bremer Community Center Aurora, NE | Operating | $42,585 |
| Central Community College Foundatio Hastings, NE | Operating | $24,000 |
| Aurora Recreation Aurora, NE | Operating | $21,220 |
| Aurora Adopt a Pet Aurora, NE | Operating | $10,000 |
| Plainsman Museum Aurora, NE | Operating | $5,000 |
| Heartland United Way Grand Island, NE | Operating | $1,500 |
| Aurora Wrestling Program Aurora, NE | Operating | $250 |
| American Legion Post 42 Aurora, NE | Operating | $110 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,602,696 | $2,635,179 | $1,102,355 | $365,360 | 13 | $382,055 | — | $396,543 |
| 2024 | $5,069,872 | $1,290,380 | $977,157 | $395,138 | 12 | $412,983 | $84,254 | $383,205 |
| 2023 | $4,756,649 | $998,850 | $1,178,244 | $421,967 | 15 | $437,287 | — | $410,928 |
| 2022 | $4,936,043 | $595,714 | $1,239,986 | $425,652 | 12 | $443,192 | — | $439,037 |
| 2021 | $5,580,315 | $956,314 | $866,663 | $174,574 | 22 | $174,574 | — | $432,067 |
| 2020 | $5,329,482 | $139,930 | $250,705 | $43,716 | 1 | — | — | $169,659 |
Under IRS private-foundation payout rules, Wortman Family Charitable Trust reported a distributable amount of $397K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included operating support for organizations such as the Plainsman Museum, Central Community College Foundation, Memorial Community Health Foundation, and Special Olympics Nebraska.
Special Olympics Nebraska describes its own mission as providing year-round sports training and athletic competition in Olympic-type sports for children and adults with intellectual disabilities, with opportunities to develop physical fitness, demonstrate courage, experience joy, and share skills and friendship.
Grantmaking
In 2024, the foundation awarded 12 grants totaling $395,138. Grant amounts ranged from $20 to $363,303, with a median of $375. The largest award was $363,303 to Bremer Community Center in Aurora for operating support. Other notable grants were $24,000 to Central Community College Foundation in Hastings and $5,000 to Plainsman Museum in Aurora, both for operating support. Its 2025 filing, the latest on this page, reports 13 grants totaling $365,360.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Gerald D. Warren and Jayne L. Smith as trustees.
Wortman Family Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Gerald D. Warren
Trustee
On filings since 2020
2 hrs/week
$12K (2024) → $12K (2025)
Jayne L. Smith
Trustee
On filings since 2020
2 hrs/week
$12K (2024) → $12K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Gerald D Warren (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Wortman Family Charitable Trust
How much does Wortman Family Charitable Trust give each year?
Wortman Family Charitable Trust gave $365K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $395K across 12 grants.
What is Wortman Family Charitable Trust's typical grant size?
Wortman Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $28,105, across 13 grants on its 2025 IRS Form 990-PF.
Where does Wortman Family Charitable Trust give grants?
Wortman Family Charitable Trust gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Aurora, NE (9 grants) and Grand Island, NE (2 grants).
Does Wortman Family Charitable Trust give general operating support?
Yes: 100% of Wortman Family Charitable Trust's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wortman Family Charitable Trust's largest grantees?
Wortman Family Charitable Trust's largest 2025 grantees include Hamilton Community Foundation ($210,000), Edgerton Explorit Center ($50,525) and Bremer Community Center ($42,585), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is Wortman Family Charitable Trust?
Wortman Family Charitable Trust reported $6.6M in total assets on its 2025 IRS Form 990-PF. It paid out $382K in qualifying distributions that year, against a required minimum of $397K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Wortman Family Charitable Trust fund?
No mission statement for the foundation is provided. Its 2024 grants included operating support for organizations such as the Plainsman Museum, Central Community College Foundation, Memorial Community Health Foundation, and Special Olympics Nebraska. See mission & focus areas ↑
How do I apply for a grant from Wortman Family Charitable Trust?
The 2024 filing says to contact Jayne L. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Wortman Family Charitable Trust funds
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Cite this profile
Grantable. (2026). Wortman Family Charitable Trust funder profile. GrantGraph. Retrieved November 13, 2026, from https://grantable.co/funders/wortman-family-charitable-trust-morg_e28882a9da81456098ff40e1513b57f8
BibTeX
@misc{grantable_476228310_2026,
author = {{Grantable}},
title = {{Wortman Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/wortman-family-charitable-trust-morg_e28882a9da81456098ff40e1513b57f8},
note = {Accessed 2026-11-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Wortman Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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