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 grants to charitable organizations; its 2025 filing states that it contributes only to preselected charitable organizations.
Key facts about Ross J Born and Wendy G Born Charitable Trust
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.
- EIN
- 23-7653033
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $377,468
- Grants made (2025)
- 75
- Average grant
- $5,033
- Median grant
- $1,000
- New grantees (estimate)
- 17% first-time grantees (13 of 75, 2025)
- Total assets
- $1,527,678
- Primary geography
- Pennsylvania (91% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
+45.6% YoY
Annual Giving
$377K
-0.3% YoY
Grant Count
75
+10.3% YoY
Avg Grant Size
$5K
-9.6% YoY
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.
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.
Mission & Focus Areas
No mission statement for the trust is provided. Its grants include support for organizations whose stated work spans community services, Jewish community programs, and youth development. For example, the Jewish Community Center of Allentown says it offers social, educational, recreational, and wellness programs grounded in Jewish values, culture, and traditions. The United Way of the Greater Lehigh Valley says it works on health, safety, and education in the region, while the Boys and Girls Club of Allentown says it helps young people reach their potential as responsible citizens.
Grantmaking
In 2025, the trust made 75 grants totaling $377,468. Grants ranged from $90 to $113,877, with a median grant of $1,000. The largest grants included $113,877 to the Jewish Federation of the Lehigh Valley, $80,000 to United Way of the Greater Lehigh Valley, and $70,000 to the Jewish Community Center of Allentown. Each was designated for unrestricted use by the recipient. Other 2025 grants included $18,000 to the Library Foundation for Sarasota County and $14,750 to Jewish Family Service in Allentown.
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Geographic Focus
Where this funder awards grants
The trust is based in Florida, while its 2025 grant dollars went primarily to Pennsylvania: 91% went to recipients in Pennsylvania and 6% to recipients in Florida. The remaining reported shares were 1% each for California and Massachusetts, and 0% for Maryland.
Grant Distribution by State
Share of all 75 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
338 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $1,527,678 | $858,718 | $380,268 | $377,468 | 75 |
| 2024 | $1,049,228 | $519,041 | $381,810 | $378,785 | 68 |
| 2023 | $911,997 | $510,524 | $350,079 | $347,054 | 75 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,527,678 | $1,049,228 | $911,997 |
| Revenue | $858,718 | $519,041 | $510,524 |
| Expenses | $380,268 | $381,810 | $350,079 |
| Qualifying Distributions | $377,468 | $378,785 | $347,054 |
| Net Investment Income | $39,038 | $16,016 | $7,499 |
| Distributable Amount | $166,520 | $120,709 | $99,715 |
Data update history
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
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.
Contact
Mailing address: 1965 Gulf Of Mexico Drive 311, Longboat Key, FL 34228-3321
Phone: (610) 867-7568
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 trust is provided. Its grants include support for organizations whose stated work spans community services, Jewish community programs, and youth development. For example, the Jewish Community Center of Allentown says it offers social, educational, recreational, and wellness programs grounded in Jewish values, culture, and traditions. The United Way of the Greater Lehigh Valley says it works on health, safety, and education in the region, while the Boys and Girls Clu…
How do I apply for a grant from Ross J Born and Wendy G Born Charitable Trust?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. 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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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