Nebraska · Private foundation
Wortman Family Charitable Trust
Its FY2025 filing reports that it accepted unsolicited grant applications.
- $422k
- Granted FY2023
- 15
- Grants FY2023
- 15
- Organizations funded FY2023
- 33%
- First-time grantees FY2023
Read this first · the figures below need context
57% of Wortman Family Charitable Trust’s FY2025 grant dollars went to Hamilton Community Foundation Inc, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 5 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Wortman Family Charitable Trust named its own grantees at scale: 6 organizations, $422k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2023
- $6,000
- Largest grant, FY2023
- $178,777
- Organizations funded a year
- 1 to 21
- FY2019 to FY2023
- States reached, FY2023
- 1
- Total assets, FY2023
- $6.6M
- Applications
- Takes unsolicited applications
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2023, 33% of the organizations Wortman Family Charitable Trust funded were first-time grantees, receiving 18% of its grant dollars.
New vs renewed · share of each year
In FY2023, 82% of grant dollars renewed an existing relationship; $77k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2023 | 15 | $422k | 33% |
| FY2022 | 12 | $426k | 17% |
| FY2021 | 21 | $144k | 95% |
| FY2020 | 1 | $44k | 0% |
| FY2019 | 1 | $42k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.
Top grantees
Largest recipients by total granted, FY2019 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Bremer Community Center Inc | $964,665 | 4 | 64% |
| Central Community College Foundation Inc | $120,000 | 5 | 1% |
| Aurora Housing Development Corp | $50,000 | 1 | 3% |
| Hamilton Recreation Inc | $40,300 | 3 | 20% |
| Hamilton County Historical Society | $25,000 | 5 | 3% |
| Heartland United Way Inc | $18,525 | 4 | 0% |
| Phillips Cemetery Association | $5,000 | 1 | 5% |
| Nebraska Chamber of Commerce & Industry | $2,500 | 1 | 0% |
| Nebraska Diplomats Inc | $450 | 1 | 0% |
| Grace Foundation Inc | $200 | 1 | 0% |
Show all 11 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Bremer Community Center Inc | $964,665 | 4 | 64% |
| Central Community College Foundation Inc | $120,000 | 5 | 1% |
| Aurora Housing Development Corp | $50,000 | 1 | 3% |
| Hamilton Recreation Inc | $40,300 | 3 | 20% |
| Hamilton County Historical Society | $25,000 | 5 | 3% |
| Heartland United Way Inc | $18,525 | 4 | 0% |
| Phillips Cemetery Association | $5,000 | 1 | 5% |
| Nebraska Chamber of Commerce & Industry | $2,500 | 1 | 0% |
| Nebraska Diplomats Inc | $450 | 1 | 0% |
| Grace Foundation Inc | $200 | 1 | 0% |
| Special Olympics Nebraska Inc | $150 | 3 | 0% |
Plus 20 recipients with no EIN on record ($401k), not named here.
Where it is load-bearing
Wortman Family Charitable Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 11 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Frank M & Alice M Farr Trust · Hamilton Community Foundation Inc · Bernard K and Norma F Heuermann Foundation · Myrl S & Bessie Evans Mather Foundation Inc · Robert & Bethel Kolar Charitable Trust · Heartland Bank Foundation · Edgar & Frances Reynolds Foundation Inc · Charities Aid Foundation America · Amazonsmile Foundation
How this is measured
About Wortman Family Charitable Trust
- How much does Wortman Family Charitable Trust give?
- Wortman Family Charitable Trust reported 15 grants totaling $421,967 in its FY2023 IRS filing. It funded between 1 and 21 organizations a year over FY2019 to FY2023.
- What does Wortman Family Charitable Trust fund?
- By grant dollars over FY2019 to FY2025, its largest causes are Human Services (74%), Housing & Shelter (8%), Education (6%).
- Who are Wortman Family Charitable Trust's largest grantees?
- By total granted over FY2019 to FY2025: Bremer Community Center Inc ($965k), Central Community College Foundation Inc ($120k), Aurora Housing Development Corp ($50k).
- Does Wortman Family Charitable Trust fund new organizations?
- In FY2023, 33% of the organizations it funded were first-time grantees.
- Does Wortman Family Charitable Trust accept unsolicited applications?
- Its most recent filing reports that it accepts unsolicited grant applications.
- Which funders back the same organizations as Wortman Family Charitable Trust?
- Its strongest co-funders, measured against what their size predicts, include Frank M & Alice M Farr Trust, Hamilton Community Foundation Inc, Bernard K and Norma F Heuermann Foundation.
- Where is Wortman Family Charitable Trust based?
- Wortman Family Charitable Trust is based in NE.
Play a game based on Wortman Family’s filings →