Katherine Baxter Memorial Foundation

ESCONDIDO, CA EIN: 33-0522589

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

+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

Ready to take the next step with Katherine Baxter Memorial Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $88K (99%)

Georgia $1K (1%)

States

California Georgia

Cities

EscondidoLa JollaMariettaSan DiegoVista

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.