Ross J Born and Wendy G Born Charitable Trust
The Ross J Born and Wendy G Born Charitable Trust is a private foundation based in Longboat Key, Florida. It makes contributions to charitable organizations, with 2025 filings showing grants primarily to recipients in Pennsylvania.
Ross J Born and Wendy G Born Charitable Trust at a glance
In short: Ross J Born and Wendy G Born Charitable Trust gave $377K across 75 grants in 2025 (avg $5K), mostly in Pennsylvania. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $377,468
- -0.3% vs 2024
- Grants made (2025)
- 75
- +10.3% vs 2024
- Average grant
- $5,033
- -9.6% vs 2024
- Median grant
- $1,000
- Total assets
- $1,527,678
- +45.6% vs 2024
- New grantees (estimate)
- 17% first-time grantees (13 of 75, 2025)
- Primary geography
- Pennsylvania (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ross J Born and Wendy G Born Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and contributes only to preselected charitable organizations.
- Contact
Mailing address: 1965 Gulf Of Mexico Drive 311, Longboat Key, FL 34228-3321
Phone: (610) 867-7568
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ross J Born and Wendy G Born Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Federation of the Lehigh Valley ($114K). Together the top 10 received $323K.
Grant Size Distribution
338 grants across all recorded years
The most common grant size was under $50K: 326 grants of 338 (96%).
Geographic Focus
Where this funder awards grants
The trust is based in Florida. In 2025, 91% of grant dollars went to recipients in Pennsylvania and 6% went to recipients in Florida; California, Massachusetts and Maryland each accounted for 1% or less.
Grant Distribution by State
Share of 2025 grant dollars across all 75 itemized grants.
States
Cities
Is Ross J Born and Wendy G Born Charitable Trust open to new grantees?
17%
first-time grantees, 2025
In 2025, 13 of 75 grantees (17%) were first-time recipients. First grants averaged $3K; repeat grants $6K. How we count
Medians: $500 first-time, $1K repeat.
- 77% of 2025 grantees were also funded in 2024. Method
- Giving grew 45% from 2022 to 2025. Method
- In 2025 it paid out 227% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $244K (2021) to $379K (2024). In 2025 it made 75 grants totaling $377K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of the Lehigh Valley Allentown, PA | Unrestricted Use by Donee | $113,877 |
| United Way of the Greater Lehigh Valley Bethlehem, PA | Unrestricted Use by Donee | $80,000 |
| Jewish Community Center of Allentown Allentown, PA | Unrestricted Use by Donee | $70,000 |
| Library Foundation for Sarasota County Sarasota, FL | Unrestricted Use by Donee | $18,000 |
| Jewish Family Service Allentown, PA | Unrestricted Use by Donee | $14,750 |
| Basd Foundation Bethlehem, PA | Unrestricted Use by Donee | $10,000 |
| NCC Foundation Bethlehem, PA | Unrestricted Use by Donee | $5,000 |
| Friends of Ofanim Wayne, PA | Unrestricted Use by Donee | $4,116 |
| Jewish Federation of Sarasota-Manatee Sarasota, FL | Unrestricted Use by Donee | $3,600 |
| Sights for Hope Allentown, PA | Unrestricted Use by Donee | $3,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,527,678 | $858,718 | $380,268 | $377,468 | 75 | $377,468 | $39,038 | $166,520 |
| 2024 | $1,049,228 | $519,041 | $381,810 | $378,785 | 68 | $378,785 | $16,016 | $120,709 |
| 2023 | $911,997 | $510,524 | $350,079 | $347,054 | 75 | $347,054 | $7,499 | $99,715 |
| 2022 | $751,552 | $500,255 | $262,720 | $259,920 | 63 | $259,920 | — | $75,040 |
| 2021 | $514,017 | $213,812 | $247,036 | $244,021 | 57 | $244,021 | — | $94,955 |
| 2020 | $547,241 | $228,706 | $321,896 | $318,756 | 63 | — | $30,059 | $81,358 |
Under IRS private-foundation payout rules, Ross J Born and Wendy G Born Charitable Trust reported a distributable amount of $167K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations whose own missions include supporting the Lehigh Valley community, providing health, education and social services, and offering cultural and educational programs. For example, the Jewish Federation of the Lehigh Valley says it raises and distributes funds to support Jewish and non-Jewish charities, while United Way of the Greater Lehigh Valley says it works for the health, safety and education of people in the region. The Jewish Community Center of Allentown describes its work as social, educational, recreational and wellness programming for the community.
Other 2025 recipients describe work in areas including educational opportunities for economically disadvantaged children (Friends of Ofanim), adaptive skills training for people who are blind or living with vision loss (Sights for Hope), youth development (Boys and Girls Club of Allentown), and performing arts and cultural education (Allentown Symphony Association).
Grantmaking
In 2025, the trust reported 75 grants totaling $377,468. Grant amounts ranged from $90 to $113,877, with a median grant of $1,000. The largest awards were $113,877 to Jewish Federation of the Lehigh Valley, $80,000 to United Way of the Greater Lehigh Valley, and $70,000 to Jewish Community Center of Allentown. Other notable awards included $18,000 to Library Foundation for Sarasota County, $14,750 to Jewish Family Service, and $10,000 to BASD Foundation. The listed grants were for unrestricted use by the recipients.
Leadership & Key People
Leadership team and compensation from IRS filings
Ross Born is listed as trustee on the 2025 filing.
Ross J Born and Wendy G Born Charitable Trust is led by Ross Born, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Ross Born
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Ross J Born and Wendy G Born Charitable Trust
How much does Ross J Born and Wendy G Born Charitable Trust give each year?
Ross J Born and Wendy G Born Charitable Trust gave $377K across 75 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $379K across 68 grants.
What is Ross J Born and Wendy G Born Charitable Trust's typical grant size?
Ross J Born and Wendy G Born Charitable Trust's median grant in 2025 was $1,000, and its average grant was $5,033, across 75 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ross J Born and Wendy G Born Charitable Trust that year got $3K on average.
Where does Ross J Born and Wendy G Born Charitable Trust give grants?
Ross J Born and Wendy G Born Charitable Trust gives mostly in Pennsylvania: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (6%). The most frequent recipient cities were Allentown, PA (32 grants), Bethlehem, PA (14 grants), Sarasota, FL (5 grants) and Easton, PA (4 grants).
Does Ross J Born and Wendy G Born Charitable Trust give general operating support?
Yes: 100% of Ross J Born and Wendy G Born Charitable Trust's 2025 grants with a stated purpose (75 of 75) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ross J Born and Wendy G Born Charitable Trust's largest grantees?
Ross J Born and Wendy G Born Charitable Trust's largest 2025 grantees include Jewish Federation of the Lehigh Valley ($113,877), United Way of the Greater Lehigh Valley ($80,000) and Jewish Community Center of Allentown ($70,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Ross J Born and Wendy G Born Charitable Trust?
Ross J Born and Wendy G Born Charitable Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $377K in qualifying distributions that year, against a required minimum of $167K (roughly 5% of its investment assets).
What does Ross J Born and Wendy G Born Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations whose own missions include supporting the Lehigh Valley community, providing health, education and social services, and offering cultural and educational programs. See mission & focus areas ↑
How do I apply for a grant from Ross J Born and Wendy G Born Charitable Trust?
The foundation does not accept unsolicited requests for funds and contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ross J Born and Wendy G Born Charitable Trust's EIN?
Ross J Born and Wendy G Born Charitable Trust's EIN (Employer Identification Number) is 23-7653033. IRS Form 990 filing data is available on this page for 2020–2025.
Does Ross J Born and Wendy G Born Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Ross J Born and Wendy G Born Charitable Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/ross-j-born-and-wendy-g-born-charitable-trust-morg_76400879ca1b4e4d8431a508ff302536
BibTeX
@misc{grantable_237653033_2026,
author = {{Grantable}},
title = {{Ross J Born and Wendy G Born Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ross-j-born-and-wendy-g-born-charitable-trust-morg_76400879ca1b4e4d8431a508ff302536},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ross J Born and Wendy G Born Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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