Bob and Sue Wortman
History
A lifelong resident of Morristown, IN, Bob left town only to serve his country in the Marines after high school. Upon his return, he married his childhood sweetheart, Sue, and they raised their family and built a successful business in his hometown. Through the funds they held at both Blue River Community Foundation (BRCF) and Hancock County Community Foundation, Bob and Sue have been able to support a multitude of projects and organizations throughout both communities and beyond. Three of the most notable projects include the Sue Ann Wortman Cancer Center in Hancock County, the Sue Ann Wortman Nephrology Center in Shelbyville, and the start of the Dolly Parton Imagination Library program in Morristown.
Values
Community- Bob and Sue were committed to giving back to the communities that provided for their family
Philanthropy- making active efforts to promote human wellbeing
Service- supporting programs that improve patient care and community health
Support- advancements and enhancements in education for local youth
Mission
To honor the legacy of Bob and Sue Wortman by supporting community needs in Hancock and Shelby counties. Community enhancements in the areas of art, recreation, and beautification are preferred with initiatives in education and health taking precedence.
Granting Guidelines
The Wortman Family Foundation for Shelby and Hancock Counties was created by Bob Wortman from a desire to give back to the communities that have been extremely supportive of both his family and his businesses. Bob and his wife, Sue, created their first community fund with Blue River Community Foundation in 2003 and have since given generously to numerous Shelby and Hancock county organizations. Working with the Blue River Community Foundation, funding from the Wortman Family Foundation will be focused on the community needs of both Shelby and Hancock counties. Activities that better these communities and address their current needs will be considered. Efforts and initiatives in education and health are preferred and projects or programs enhancing quality of life.
Grants are awarded to local 501(c)3 nonprofits and organizations that are exempt from filing for a 501 (c)3 status. Organizations without 501(c)3 designation must show documentation of charitable purpose. It is advisable to have a fiscal sponsor secured and have proper documentation outlining the fiscal sponsors responsibilities. Units of government, school corporations, and religious organizations all qualify for funding. The Wortman Family Foundation does not award grants to individuals. Upon the review of the applications, our advisory committee may ask additional questions or request additional documentation not included in these guidelines.
Additional information required with the grant request includes:
Organization’s most recent year-end financial statements, audited if available, showing revenues and expenses
Organization’s current year’s operating budget
If applicable, a copy of the fiscal agent agreement
Most recently filed IRS 990 form and W-9
IRS determination letter
List of applicant’s organizational board members with their contact information
Requests between $2,500-$25,000 will be considered. Grant interest forms are due on November 1. Organizations with approved interest forms will receive a link to the grant application. Grant applications are due on December 1.
