Private foundation (trust)EIN 136919339Est. 1989-09
JOSEPH & LAURA WORTMAN FDN CO CITIBANK NA
NEW YORK, NY 10013
Total Assets
$11.4M
FY 2023
Annual Giving
$506K
FY 2023
Grants Made
7
FY 2023
Avg Grant
$72K
FY 2023
Grant Range
$30K–$121K
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$424K
Total Expenses
$650K
Qualifying Distributions
$541K
Distributable Amount
$539K
Min. Investment Return
$543K
Undistributed Income
$503K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
7 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
28 grants
Grant Size Distribution
28 grants
Geographic Focus
3 states
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