Walter and Phyllis Ann Borten Foundation
Walter and Phyllis Ann Borten Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 20 grants totaling $115K. Net investment income was $146K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
-0.1% YoY
Annual Giving
$115K
+2.7% YoY
Grant Count
20
+5.3% YoY
Avg Grant Size
$6K
-2.5% YoY
Under IRS private-foundation payout rules, Walter and Phyllis Ann Borten Foundation reported a distributable amount of $158K for 2024 — the minimum it must pay out in qualifying distributions.
About Walter and Phyllis Ann Borten Foundation
Based on IRS filings
Walter and Phyllis Ann Borten Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 20 grants totaling $115K. Net investment income was $146K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,393,666 | $2,396,885 | $2,408,364 |
| Revenue | $192,150 | $167,253 | $95,180 |
| Expenses | $189,370 | $179,183 | $208,267 |
| Qualifying Distributions | $140,333 | $142,429 | $164,181 |
| Net Investment Income | $145,664 | $118,415 | $53,365 |
| Distributable Amount | $158,193 | $139,817 | $146,896 |
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
93 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sharon Fire Dept ($37,000), Sharon Day Care Center ($14,000), National Audubon Society Inc ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOTCHKISS LIBRARY OF SHARON SHARON, CT | GENERAL | $2,000 |
| SHARON FIRE DEPT SHARON, CT | GENERAL | $37,000 |
| SHARON LAND TRUST SHARON, CT | GENERAL | $2,000 |
| SHARON HISTORICAL SOCIETY SHARON, CT | GENERAL | $3,000 |
| CONNECTICUT FOREST AND PARK ASSOCIA ROCKFALL, CT | GENERAL | $2,000 |
| CORNELL UNIVERSITY ITHACA, NY | GENERAL | $3,000 |
| SHARON DAY CARE CENTER SHARON, CT | GENERAL | $14,000 |
| HOUSATONIC YOUTH SERVICES INC FALLS VILLAGE, CT | GENERAL | $1,000 |
| WILD BIRD FUND INC NEW YORK, NY | GENERAL OPERATING | $2,000 |
| CHORE SERVICE INC LAKEVILLE, CT | GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JENNIFER FUHR | CO-TRUSTEE | 1 | $13,093 |
| KATHLEEN D FUHR | CO-TRUSTEE | 1 | $13,093 |
| BARBARA D JONAS | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Walter and Phyllis Ann Borten Foundation?
Walter and Phyllis Ann Borten Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $2.4M in total assets as of 2024.
How large is Walter and Phyllis Ann Borten Foundation?
As of 2024, Walter and Phyllis Ann Borten Foundation holds $2.4M in total assets with $192K in annual revenue. It awarded 20 grants totaling $115K in 2024.
Where does Walter and Phyllis Ann Borten Foundation operate?
Walter and Phyllis Ann Borten Foundation has awarded grants in Connecticut, New York.
What size grants does Walter and Phyllis Ann Borten Foundation award?
In 2024, Walter and Phyllis Ann Borten Foundation awarded 20 grants totaling $115K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Walter and Phyllis Ann Borten Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter and Phyllis Ann Borten Foundation reported a distributable amount of $158K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walter and Phyllis Ann Borten Foundation's EIN?
Walter and Phyllis Ann Borten Foundation's EIN (Employer Identification Number) is 27-2269154. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Walter and Phyllis Ann Borten Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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