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Private foundation (trust)EIN 237653033Est. 1991-02

ROSS J BORN AND WENDY G BORN CHARITABLE TRUST

LONGBOAT KEY, FL 342283321

Total Assets

$2.2M

FY 2023

Annual Giving

$347K

FY 2023

Grants Made

82

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

Typical

Deadlines

Applications

Programs & Activities

Program 1

Not applicable

Financial Snapshot

2023 filing

Total Revenue

$511K

Total Expenses

$350K

Qualifying Distributions

$347K

Distributable Amount

$100K

Min. Investment Return

$100K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $347K in 2023. Hover bars for details.

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

Top Recipients

252 grants

JEWISH FEDERATION OF THE LEHIGH VALLEY
$467K
4 grants
UNITED WAY OF THE GREATER LEHIGH VALLEY
$257K
3 grants
UNITED WAY OF THE GREATER LEHIGH
$67K
1 grant
JEWISH COMMUNITY CENTER OF ALLENTOWN
$38K
4 grants
LEHIGH VALLEY JUSTICE INSTITUTE
$18K
2 grants
JEWISH FAMILY SERVICE
$16K
4 grants
JAMES COMPREHENSIVE CANCER CENTER
$15K
1 grant
FRIENDS OF OFANIM
$14K
3 grants

Grant Size Distribution

245 grants

<$10K
234
grants
$10–50K
3
grants
$50–250K
8
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

11 states

Pennsylvania
$1.1M
95% of total
Florida
$16K
1% of total
Ohio
$15K
1% of total
District of Columbia
$10K
1% of total
California
$10K
1% of total
Massachusetts
$6K
0% of total
New York
$2K
0% of total
Maryland
$2K
0% of total
Montana
$500
0% of total
Colorado
$25
0% of total

+1 more states

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ROSS J BORN AND WENDY G BORN CHARITABLE TRUST — Grants, Financials & Contact | Grantivo