Ross J Born And Wendy G Born Charitable Trust
- Assets
- $751.6k
- Revenue
- $500.3k
- Investments
- $451.9k
- Employees
- 0
- Location
- Longboat Key, FL
- Founding
- 02/1991
- Data as of
- 12/2022
- EIN
- 23-7653033
Organization Overview
Ross J Born And Wendy G Born Charitable Trust is located in Longboat Key, FL. The organization was established in 1991. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ross J Born And Wendy G Born Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Ross J Born And Wendy G Born Charitable Trust generated $500.3k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 26.6% each year . All expenses for the organization totaled $262.7k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Ross J Born And Wendy G Born Charitable Trust has awarded 393 individual grants totaling $2,023,418. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $500,000 |
| Interest on Savings | $255 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $500,255 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,800 |
| Contributions, gifts, grants paid | $259,920 |
| Total expenses and disbursements | $262,720 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $299,632 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $451,920 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $751,552 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Ross J Born And Wendy G Born Charitable Trust has awarded $259,920 in support to 63 organizations.
| Grant Recipient | Amount |
|---|---|
JEWISH FEDERATION OF THE LEHIGH VALLEY PURPOSE: UNRESTRICTED USE BY DONEE | $107,720 |
VALLEY YOUTH HOUSE PURPOSE: UNRESTRICTED USE BY DONEE | $1,000 |
MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY PURPOSE: UNRESTRICTED USE BY DONEE | $1,500 |
UNITED WAY OF THE GREATER LEHIGH VALLEY PURPOSE: UNRESTRICTED USE BY DONEE | $65,000 |
EASTER SEALS EASTERN PA PURPOSE: UNRESTRICTED USE BY DONEE | $1,000 |
AMERICAN RED CROSS OF THE GREATER LEHIGH VALLEY PURPOSE: UNRESTRICTED USE BY DONEE | $2,000 |