//
Also known as: TRUST U/A DTD 1-24-97
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
The Robert E & Mary J Wortmann Charitable Trust is a private trust based in MAHWAH, NJ. The foundation received its IRS ruling in 1998. It holds total assets of N/A. Annual income is reported at N/A. Total assets have decreased from $57K in 2011 to N/A in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. According to available records, The Robert E & Mary J Wortmann Charitable Trust has made 5 grants totaling $1.6M, with a median grant of $10K. Annual giving has grown from $4K in 2020 to $1.6M in 2022. Individual grants have ranged from $4K to $1.6M, with an average award of $321K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Virginia and New Jersey. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Robert E & Mary J Wortmann Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in VA, NJ.
The Robert E & Mary J Wortmann Charitable Trust has distributed a total of $1.6M across 5 grants. The median grant size is $10K, with an average of $321K. Individual grants have ranged from $4K to $1.6M.
The Robert E & Mary J Wortmann Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
The Robert E & Mary J Wortmann Charitable Trust is headquartered in MAHWAH, NJ. While based in NJ, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert E Wortmann Deceased | TRUSTEE | $0 | $0 | N/A |
| Mary J Wortmann | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
N/A
Fair Market Value
N/A
Net Worth
N/A
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
5
Total Giving
$1.6M
Average Grant
$321K
Median Grant
$10K
Unique Recipients
3
Most Common Grant
$20K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Roanoke CollegeCHARITABLE PURPOSES | Salem, VA | $1.6M | 2022 |
| The Lutheran Church Of The RedeemerUSED TO SEED A SCHOLARSHIP FUND TO ENCOURAGE & ASSIST YOUTH TO ATTEND LUTHERAN SUMMER CAMP AT CROSSROADS RETREAT CENTER. | Ramsey, NJ | $10K | 2022 |
| Zion Evangelical Lutheran ChurchCHARITABLE PURPOSES | Saddle River, NJ | $5K | 2021 |