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
Under IRS private-foundation payout rules, Ross J Born and Wendy G Born Charitable Trust reported a distributable amount of $121K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Jewish Community Center of Allentown ($115,000), Jewish Federation of the Lehigh Valley ($110,000), United Way of the Greater Lehigh Valley ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF THE LEHIGH VALLEY ALLENTOWN, PA | UNRESTRICTED USE BY DONEE | $110,000 |
| VALLEY YOUTH HOUSE BETHLEHEM, PA | UNRESTRICTED USE BY DONEE | $1,000 |
| UNITED WAY OF THE GREATER LEHIGH VALLEY BETHLEHEM, PA | UNRESTRICTED USE BY DONEE | $75,000 |
| MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY BETHLEHEM, PA | UNRESTRICTED USE BY DONEE | $1,500 |
| EASTER SEALS EASTERN PA ALLENTOWN, PA | UNRESTRICTED USE BY DONEE | $1,000 |
| AMERICAN RED CROSS OF THE GREATER LEHIGH VALLEY BETHLEHEM, PA | UNRESTRICTED USE BY DONEE | $2,000 |
| BOYS AND GIRLS CLUB OF BETHLEHEM BETHLEHEM, PA | UNRESTRICTED USE BY DONEE | $500 |
| BOYS AND GIRLS CLUB OF ALLENTOWN ALLENTOWN, PA | UNRESTRICTED USE BY DONEE | $2,500 |
| JEWISH FEDERATION OF SARASOTA-MANATEE SARASOTA, FL | UNRESTRICTED USE BY DONEE | $3,600 |
| COEXISTENCE EMBRACING OUR DIFFERENCES SARASOTA, FL | UNRESTRICTED USE BY DONEE | $250 |
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 | — | — |
Frequently Asked Questions
What does Ross J Born and Wendy G Born Charitable Trust fund?
The trust gives primarily to charities and agencies that provide services to the needy.
How do I apply for a grant from Ross J Born and Wendy G Born Charitable Trust?
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.
Where does Ross J Born and Wendy G Born Charitable Trust make grants?
The trust is based in Longboat Key, Florida, though specific geographic restrictions on grantmaking are not documented in available sources.
What size grants does Ross J Born and Wendy G Born Charitable Trust award?
In 2024, Ross J Born and Wendy G Born Charitable Trust awarded 68 grants totaling $379K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Ross J Born and Wendy G Born Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ross J Born and Wendy G Born Charitable Trust reported a distributable amount of $121K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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