Funder DirectoryFLORENCE & STEWART BORTNER TA CHAR
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Private foundation (trust)EIN 237789712Est. 2006-11

FLORENCE & STEWART BORTNER TA CHAR

AMHERST, NY 14228

Total Assets

$868K

FY 2023

Annual Giving

FY 2023

Grants Made

0

FY 2023

Avg Grant

FY 2023

Grant Range

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$29K

Total Expenses

$14K

Qualifying Distributions

$2K

Distributable Amount

$40K

Min. Investment Return

$40K

Undistributed Income

$40K

Payout rate 4%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.4%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2018 to 2021. Peak $72K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

15 grants

THE SALVATION ARMY
$32K
3 grants
ALBRIGHT CARE SERVICES
$32K
3 grants
HOFFMAN HOMES INC
$32K
3 grants
HOMEWOOD FOUNDATION INC
$32K
3 grants
CHILDRENS HOME OF YORK
$23K
2 grants
CHILDREN'S HOME OF YORK
$10K
1 grant

Grant Size Distribution

15 grants

<$10K
10
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Pennsylvania
$130K
80% of total
Maryland
$32K
20% of total

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FLORENCE & STEWART BORTNER TA CHAR — Grants, Financials & Contact | Grantivo