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.
Key facts about Wortman Family Charitable Trust
In short: Wortman Family Charitable Trust gave $395K across 12 grants in 2024 (avg $33K), mostly in Nebraska. Source: 2024 IRS Form 990-PF.
- EIN
- 47-6228310
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $395,138
- Grants made (2024)
- 12
- Average grant
- $32,928
- Median grant
- $375
- Total assets
- $5,069,872
- Primary geography
- Nebraska (100% of itemized 2024 grant dollars)
- How to apply
- The 2024 filing says to contact Jayne L. Full details ↓
- Deadline
- The filing states there is no annual deadline for requests for funds.
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
How Wortman Family Charitable Trust gives
- 75% of 2024 grantees were also funded in 2023. Method
- Giving grew 126% from 2021 to 2024. Method
- In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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.
Review Cycle
The filing states there is no annual deadline for requests for funds.
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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 2024 grant dollars across all 12 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $44K (2020) to $426K (2022). In 2024 it made 12 grants totaling $395K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Bremer Community Center ($363K). Together the top 10 received $395K.
Grant Size Distribution
62 grants across all recorded years
The most common grant size was under $50K: 56 grants of 62 (90%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bremer Community Center Aurora, NE | Operating | $363,303 |
| Central Community College Foundatio Hastings, NE | Operating | $24,000 |
| Plainsman Museum Aurora, NE | Operating | $5,000 |
| Memorial Community Health Foundatio Aurora, NE | Operating | $1,000 |
| Edgerton Explorit Center Aurora, NE | Operating | $525 |
| Fonner Park Grand Island, NE | Operating | $500 |
| Aurora Wrestling Program Aurora, NE | Operating | $250 |
| Aurora Recreation Aurora, NE | Operating | $250 |
| Grace Cancer Foundation Grand Island, NE | Operating | $200 |
| Special Olympics Nebraska Omaha, NE | Operating | $50 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $5,069,872 | $1,290,380 | $977,157 | $395,138 |
| 2023 | $4,756,649 | $998,850 | $1,178,244 | $421,967 |
| 2022 | $4,936,043 | $595,714 | $1,239,986 | $425,652 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Gerald D. Warren
Trustee
On filings since 2020
2 hrs/week
$12K (2024)
Jayne L. Smith
Trustee
On filings since 2020
2 hrs/week
$12K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $12K, to Gerald D Warren (Trustee). 2 officers or directors reported compensation on that filing.
Contact
Application contact: Jayne L Smith
Mailing address: PO Box 98, Aurora, NE 68818
Phone: (402) 694-0448
Email: wortmans@hamilton.net
Frequently asked questions about Wortman Family Charitable Trust
How much does Wortman Family Charitable Trust give each year?
Wortman Family Charitable Trust gave $395K across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $422K across 15 grants.
What is Wortman Family Charitable Trust's typical grant size?
Wortman Family Charitable Trust's median grant in 2024 was $375, and its average grant was $32,928, across 12 grants on its 2024 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 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Aurora, NE (8 grants) and Grand Island, NE (2 grants).
Does Wortman Family Charitable Trust give general operating support?
Yes: 100% of Wortman Family Charitable Trust's 2024 grants with a stated purpose (12 of 12) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Wortman Family Charitable Trust's largest grantees?
Wortman Family Charitable Trust's largest 2024 grantees include Bremer Community Center ($363,303), Central Community College Foundatio ($24,000) and Plainsman Museum ($5,000), according to its 2024 IRS Form 990-PF. Together they received 99% of its itemized 2024 grant dollars.
How large is Wortman Family Charitable Trust?
Wortman Family Charitable Trust reported $5.1M in total assets on its 2024 IRS Form 990-PF. It paid out $413K in qualifying distributions that year, against a required minimum of $383K (roughly 5% of its investment assets).
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 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Wortman Family Charitable Trust by hand.
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