Charlotte A Bortner Charitable Trust Under Wi | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charlotte A Bortner Charitable Trust Under Wi. Data shown is extracted from Form 990-PF filings.
EIN: 23-7766856
Foundation Overview
Based in Shippensburg, PA, Charlotte A Bortner Charitable Trust Under Wi has awarded 16 grants totaling $89,028 to organizations in Pennsylvania and Maryland. Individual grants range from $5,044 to $6,120, with a median award of $5,243.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
50% of grants are awarded in Pennsylvania, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within Pennsylvania, funding concentrates in Glen Rock (100%).
Funding Trajectory
Stable funding levels with 2% change over 5 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Charlotte A Bortner Charitable Trust Under Wi's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| New Hope Fissel's Ucc | $5,502 | Glen Rock, PA, US | Contribution | 2025 |
| Homewood Retirement Centersinc | $5,044 | Williamsport, MD, US | Contribution | 2025 |
| New Hope (Fissel's) Ucc | $5,243 | Glen Rock, PA, US | Charitable | 2023 |
| Homewood Retirement Centers Inc | $5,243 | Williamsport, MD, US | Charitable | 2023 |
| New Hope (Fissel's) Ucc | $5,243 | Glen Rock, PA, US | Charitable | 2023 |
| Homewood Retirement Centers Inc | $5,243 | Williamsport, MD, US | Charitable | 2023 |
| New Hope (fissel's) Ucc | $6,120 | Glen Rock, PA, US | Charitable | 2022 |
| Homewood Retirement Centers Inc | $6,120 | Williamsport, MD, US | Charitable | 2022 |
| New Hope (Fissel's) Ucc | $6,120 | Glen Rock, PA, US | Charitable | 2022 |
| Homewood Retirement Centers Inc | $6,120 | Williamsport, MD, US | Charitable | 2022 |
| New Hope (Fissel's) Ucc | $6,120 | Glen Rock, PA, US | Charitable | 2022 |
| Homewood Retirement Centers Inc | $6,120 | Williamsport, MD, US | Charitable | 2022 |
| New Hope (fissel's) Ucc | $5,220 | Glen Rock, PA, US | Charitable | 2021 |
| Homewood Retirement Centers Inc | $5,220 | Williamsport, MD, US | Charitable | 2021 |
| Homewood Retirement Centers Inc | $5,175 | Williamsport, MD, US | Charitable | 2020 |
| New Hope (fissel's) Ucc | $5,175 | Glen Rock, PA, US | Charitable | 2020 |
Foundations Similar to Charlotte A Bortner Charitable Trust Under Wi
Discover 5 foundations with comparable assets ($291,771-$294,071), similar grant patterns, and geographic focus in PA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Dennis & Rose Heindl Fmy Foundation
EIN: 52-6468833 | 48 grants awarded |
$292,078
(≈ Similar) |
$10,000
median grant |
Ridgway, PA
Same state |
|
|
Langdale Edith A Tuw Sch Fd
EIN: 25-6164317 | 17 grants awarded |
$291,934
(≈ Similar) |
$3,300
median grant |
Pittsburgh, PA
Same state |
|
|
Mildred Poole Geary Trust Uw Fbo Hahnemann
EIN: 23-6574059 | 9 grants awarded |
$291,771
(≈ Similar) |
$5,764
median grant |
Pittsburgh, PA
Same state |
|
|
Cardon Mem Scholar Fd Uw
EIN: 23-6790663 | 16 grants awarded |
$293,990
(≈ Similar) |
$6,871
median grant |
Pittsburgh, PA
Same state |
|
|
Fred Stein Family Foundation Co Mark Stein
EIN: 13-3389107 | 20 grants awarded |
$294,071
(≈ Similar) |
$10,000
median grant |
Haverford, PA
Same state |
|
Related Foundation Resources in PA:
Contact Information
Official contact details for Charlotte A Bortner Charitable Trust Under Wi as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 23-7766856 |
| Website | N/A |
| Address | 105 LEADERS HEIGHTS RD York, PA 17403-5137 |
Key People (1)
Board members, trustees, and key staff who oversee Charlotte A Bortner Charitable Trust Under Wi's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Charlotte A Bortner Charitable Trust Under Wi is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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