Private Foundation

JOSEPH & LAURA WORTMAN FDN CO CITIBANK NA

JOSEPH & LAURA WORTMAN FDN CO CITIBANK NA is a private foundation categorized as Private Foundation based in NEW YORK, NY. Its most recent IRS filing (2024) reports revenue of $713K, expenses of $689K, total assets of $8.7M. Imperigo tracks 35 reported grants from this foundation totaling approximately $2.5M.

EIN: 136919339 NEW YORK, NY Latest filing: 2024

Total Revenue$713K

Total Expenses$689K

Total Assets$8.7M

Grants Given35

Grant Total$2.5M

Filing Years2020–2024

Sample Grants Given

CHILDREN'S AID - WAGON ROAD CAMP

CHAPPAQUA, NY · 2024

GENERAL OPERATING

$120,500

WILDLIFE CONSERVATION SOCIETY

BRONX, NY · 2024

GENERAL OPERATING

$110,000

RIVERSIDE SYMPHONY

NEW YORK, NY · 2024

GENERAL OEPRATING

$75,000

SAINT IGNATIUS SCHOOL

CLEVELAND, OH · 2024

GENERAL OPERATING

$75,000

LIFE IS PRECIOUS

LONG ISLAND CITY, NY · 2024

GENERAL OPERATING

$60,000

Showing up to 5 of 35 total records — full history available with membership.

Officers & Directors

CO-TTEE, AS REQ'D Albert L Lingelbach Esq

TRUSTEE, AS REQ'D Citibank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$2,123,873 30 grants

GENERAL OEPRATING

$374,374 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$713K	$689K	$8.7M
2023	$424K	$650K	$8.7M
2022	$644K	$735K	$8.9M
2021	$3.7M	$618K	$9.0M
2020	$548K	$601K	$5.9M

Between 2020 and 2024, reported annual revenue grew from $548K to $713K (+30%), with total assets most recently reported at $8.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, NY, OH.

AZNYOH

Full geographic grant map with state-by-state breakdown available with membership.

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