Ross J Born and Wendy G Born Charitable Trust
The Ross J Born and Wendy G Born Charitable Trust is a private family foundation established in 1991 in Pennsylvania. The trust is currently based in Longboat Key, Florida, and operates as a 501(c)(3) tax-exempt organization. Donations to the trust are tax-deductible.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+15.0% YoY
Annual Giving
$379K
+9.1% YoY
Grant Count
68
-9.3% YoY
Avg Grant Size
$6K
+20.4% YoY
Mission & Focus Areas
The trust gives primarily to charities and agencies that provide services to the needy.
Grantmaking
The trust actively distributes funds to support its charitable mission. Based on the most recent fiscal year data available, the organization had revenue of $511,000 and expenses of $350,000 in 2023, indicating consistent grantmaking activity.
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Geographic Focus
Where this funder awards grants
The trust is based in Longboat Key, Florida, though specific geographic restrictions on grantmaking are not documented in available sources.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $912,000
- Annual Revenue: $511,000
- Annual Expenses: $350,000
- Total Liabilities: $0
The trust has maintained consistent financial activity since its establishment, with Form 990 tax filings available from 2011 through 2023.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,049,228 | $911,997 | $751,552 |
| Revenue | $519,041 | $510,524 | $500,255 |
| Expenses | $381,810 | $350,079 | $262,720 |
| Qualifying Distributions | $378,785 | $347,054 | $259,920 |
| Net Investment Income | $16,016 | $7,499 | — |
| Distributable Amount | $120,709 | $99,715 | $75,040 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROSS BORN | TRUSTEE | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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