Funder DirectoryWALTER AND PHYLLIS ANN BORTEN FOUNDATION
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Private foundation (trust)EIN 272269154Est. 2010-08

WALTER AND PHYLLIS ANN BORTEN FOUNDATION

CHICAGO, IL 60603

Total Assets

$3.0M

FY 2023

Annual Giving

$112K

FY 2023

Grants Made

19

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$500–$35K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$167K

Total Expenses

$179K

Qualifying Distributions

$142K

Distributable Amount

$140K

Min. Investment Return

$141K

Undistributed Income

$109K

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.

Grant Range

19 grants

Grant sizes from minimum $500 through median $3K to maximum $35K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $130K in 2022. Hover bars for details.

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

Top Recipients

73 grants

SHARON FIRE DEPT
$109K
4 grants
SHARON DAY CARE CENTER
$59K
4 grants
HOUSATONIC YOUTH SERVICES INC
$57K
4 grants
EQUUS EFFECT
$25K
4 grants
AUDUBON SHARON
$25K
2 grants
CHORE SERVICE INC
$23K
4 grants
HOTCHKISS LIBRARY OF SHARON
$23K
4 grants
BROOKLYN BOTANIC GARDEN
$20K
4 grants

Grant Size Distribution

73 grants

<$10K
60
grants
$10–50K
13
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Connecticut
$389K
82% of total
New York
$87K
18% of total

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WALTER AND PHYLLIS ANN BORTEN FOUNDATION — Grants, Financials & Contact | Grantivo