Katherine Baxter Memorial Foundation
Katherine Baxter Memorial Foundation is a private foundation, based in ESCONDIDO, CA. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $325K in total assets. In 2024, it awarded 7 grants totaling $23K. Net investment income was $11K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$325K
-6.7% YoY
Annual Giving
$23K
+81.6% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$3K
+29.7% YoY
Under IRS private-foundation payout rules, Katherine Baxter Memorial Foundation reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Katherine Baxter Memorial Foundation
Based on IRS filings
Katherine Baxter Memorial Foundation is a private foundation, based in ESCONDIDO, CA. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $325K in total assets. In 2024, it awarded 7 grants totaling $23K. Net investment income was $11K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $324,594 | $347,772 | $355,534 |
| Revenue | $17,271 | $9,113 | $8,363 |
| Expenses | $35,745 | $18,014 | $26,100 |
| Qualifying Distributions | $22,700 | $12,500 | $16,100 |
| Net Investment Income | $10,578 | $5,619 | $3,001 |
| Distributable Amount | $16,361 | $16,031 | $21,354 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ymca of San Diego County ($7,500), Kiwanis Club of Escondido Foundatio ($5,000), Green Oak Ranch ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| YMCA OF SAN DIEGO COUNTY SAN DIEGO, CA | DONATION | $7,500 |
| KIWANIS CLUB OF ESCONDIDO FOUNDATIO ESCONDIDO, CA | DONATION | $5,000 |
| PATRICK HENRY HS ALUMNI FOUNDATION SAN DIEGO, CA | DONATION | $1,200 |
| GREEN OAK RANCH VISTA, CA | DONATION | $3,000 |
| PASSIONLIFE MINISTRIES MARIETTA, GA | DONATION | $1,000 |
| DIAL A PRAYER MINISTRIES ESCONDIDO, CA | DONATION | $2,500 |
| SAN DIEGO CHILDRENS DISCOVERY MUSEU ESCONDIDO, CA | DONATION | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RANDOLPH ORTLIEB | TRUSTEE | 1 | $2,000 |
| FREDERICK M ORTLIEB | TRUSTEE | 1 | $2,000 |
Frequently Asked Questions
How large is Katherine Baxter Memorial Foundation?
As of 2024, Katherine Baxter Memorial Foundation holds $325K in total assets with $17K in annual revenue. It awarded 7 grants totaling $23K in 2024.
Where does Katherine Baxter Memorial Foundation operate?
Katherine Baxter Memorial Foundation has awarded grants in California, Georgia.
What size grants does Katherine Baxter Memorial Foundation award?
In 2024, Katherine Baxter Memorial Foundation awarded 7 grants totaling $23K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Katherine Baxter Memorial Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Katherine Baxter Memorial Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Katherine Baxter Memorial Foundation's EIN?
Katherine Baxter Memorial Foundation's EIN (Employer Identification Number) is 33-0522589. IRS Form 990 filing data is available on this page for 2018–2024.
Explore Open Grants
Browse active grant opportunities in Katherine Baxter Memorial Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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