Private Foundation

CHARLOTTE A BORTNER CHARITABLE TRUST UNDER WI

CHARLOTTE A BORTNER CHARITABLE TRUST UNDER WI, of SHIPPENSBURG, PA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $15K in revenue, $16K in expenses, $249K in total assets. IRS filings disclose 12 grants awarded by this foundation, totaling roughly $64K.

EIN: 237766856 SHIPPENSBURG, PA Latest filing: 2025
Total Revenue$15K
Total Expenses$16K
Total Assets$249K
Grants Given12
Grant Total$64K
Filing Years2021–2025

Sample Grants Given

NEW HOPE FISSEL'S UCC
GLEN ROCK, PA · 2025
CONTRIBUTION
$5,502
HOMEWOOD RETIREMENT CENTERSINC
WILLIAMSPORT, MD · 2025
CONTRIBUTION
$5,044
HOMEWOOD RETIREMENT CENTERS INC
WILLIAMSPORT, MD · 2024
CHARITABLE
$5,098
NEW HOPE (FISSEL'S) UCC
GLEN ROCK, PA · 2024
CHARITABLE
$5,098
NEW HOPE (FISSEL'S) UCC
GLEN ROCK, PA · 2023
CHARITABLE
$5,243

Showing up to 5 of 12 total records — full history available with membership.

Top Grant Purposes

CHARITABLE
$53,712 10 grants
CONTRIBUTION
$10,546 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $15K $16K $249K
2024 $18K $15K $250K
2023 $5K $15K $247K
2022 $38K $17K $257K
2021 $19K $15K $236K

Between 2021 and 2025, reported annual revenue declined from $19K to $15K (-21%), with total assets most recently reported at $249K.

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

Grant Geography

Grants from this foundation were reported to recipients in MD, PA.

MDPA

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

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