Joseph & Laura Wortman Fdn Co Citibank Na
EIN 136919339Total Given 2020–2023
$2.0M
28 grants · $492K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$66K
typical mid grants · $58K–$96K
grant size
100%
deep partner · 8/8 multi-year
repeat
$11.4M
Assets (2023)
8
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 285-3000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $450K | $11.5M | $548K | 7 |
| 2021 | $481K | $12.8M | $3.7M | 7 |
| 2022 | $531K | $10.3M | $644K | 7 |
| 2023 | $506K | $11.4M | $424K | 7 |
Grant Size Distribution
Based on 28 grants on record
Minimum
$25K
25th Pctl
$58K
Median
$66K
Average
$70K
75th Pctl
$96K
Maximum
$120K
Geographic Distribution
Officers & Directors
CA
Citibank N a
4+ yrs
Trustee, As Req'D
AE
Albert L Lingelbach Esq
4+ yrs
Co-Ttee, As Req'D
CA
Citibank N a
4+ yrs
Trustee, As Req'D
AE
Albert L Lingelbach Esq
4+ yrs
Co-Ttee, As Req'D
CA
Citibank N a
4+ yrs
Trustee, As Req'D
AE
Albert L Lingelbach Esq
4+ yrs
Co-Ttee, As Req'D
CA
Citibank N a
4+ yrs
Trustee, As Req'D
AE
Albert L Lingelbach Esq
4+ yrs
Co-Ttee, As Req'D
Grants Awarded (28 total)
| Purpose | ||||
|---|---|---|---|---|
| Children'S Aid - Wagon Road Camp | Chappaqua, NY | $120,500 | GENERAL OPERATING | 2023 |
| Wildlife Conservation Society | Bronx, NY | $110,000 | GENERAL OPERATING | 2020 |
| Wildlife Conservation Society | Bronx, NY | $110,000 | GENERAL OPERATING | 2021 |
| Wildlife Conservation Society | Bronx, NY | $110,000 | GENERAL OPERATING | 2023 |
| Wildlife Conservation Society | Bronx, NY | $110,000 | GENERAL OPERATING | 2022 |
| Children'S Aid - Wagon Road Camp | Chappaqua, NY | $96,000 | GENERAL OPERATING | 2020 |
| Children'S Aid - Wagon Road Camp | Chappaqua, NY | $96,000 | GENERAL OPERATING | 2021 |
| Children'S Aid - Wagon Road Camp | Chappaqua, NY | $96,000 | GENERAL OPERATING | 2022 |
| Riverside Symphony | New York, NY | $90,000 | GENERAL OEPRATING | 2022 |
| Riverside Symphony | New York, NY | $76,851 | GENERAL OEPRATING | 2020 |
| Life Is Precious | Long Island City, NY | $75,000 | GENERAL OPERATING | 2022 |
| Saint Ignatius School | Cleveland, OH | $70,000 | GENERAL OPERATING | 2022 |
| Riverside Symphony | New York, NY | $67,523 | GENERAL OEPRATING | 2021 |
| Saint Ignatius School | Cleveland, OH | $67,523 | GENERAL OPERATING | 2021 |
| Riverside Symphony | New York, NY | $65,000 | GENERAL OEPRATING | 2023 |
| Saint Ignatius School | Cleveland, OH | $61,850 | GENERAL OPERATING | 2020 |
| Life Is Precious | Long Island City, NY | $60,500 | GENERAL OPERATING | 2023 |
| Horticultural Society | New York, NY | $60,000 | GENERAL OPERATING | 2021 |
| Saint Ignatius School | Cleveland, OH | $60,000 | GENERAL OPERATING | 2023 |
| Horticultural Society | New York, NY | $60,000 | GENERAL OPERATING | 2023 |
| Horticultural Society | New York, NY | $60,000 | GENERAL OPERATING | 2022 |
| Horticultural Society | New York, NY | $50,000 | GENERAL OPERATING | 2020 |
| Comunilife | New York, NY | $50,000 | GENERAL OPERATING | 2021 |
| Mayo Clinic | Scottsdale, AZ | $30,000 | GENERAL OPERATING | 2020 |
| Mayo Clinic | Scottsdale, AZ | $30,000 | GENERAL OPERATING | 2021 |