Nonprofit · EIN 23-7653033
ROSS J BORN AND WENDY G BORN CHARITABLE TRUST
Tax-exempt · LONGBOAT KEY, FL 34228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $858,718 | $380,268 | $478,450 | $1,527,678 | $0 | $1,527,678 |
| December 31, 2024 | 990-PF | $519,041 | $381,810 | $137,231 | $1,049,228 | $0 | $1,049,228 |
| December 31, 2023 | 990-PF | $510,524 | $350,079 | $160,445 | $911,997 | $0 | $911,997 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $834,364
- Dividends
- $41,795
- Net gain from sales of assets
- -$19,484
- Other income
- $2,043
Expenses
- Grants and similar amounts paid
- $377,468
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $377,468
- Excise tax on investment income
- $543
Balance sheet and other
- Total assets, start of year
- $1,049,228
- Total assets, end of year
- $1,527,678
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,527,678
- Fair market value of assets
- $3,392,337
- Qualifying distributions
- $377,468
- Net investment income
- $41,838
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSS BORN 1965 GULF OF MEXICO DRIVE 311, LONGBOAT KEY, FL 342283321 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSS BORN 1965 GULF OF MEXICO DRIVE 311, LONGBOAT KEY, FL 342283321 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSS BORN 1965 GULF OF MEXICO DRIVE 311, LONGBOAT KEY, FL 342283321 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1965 GULF OF MEXICO DR UNIT 311, LONGBOAT KEY, FL 34228-3321
- In care of
- % ROSS J BORN
- Signed the 990-PF
- ROSS BORN, TRUSTEE
- Phone
- (610) 867-7568
- Return prepared by
- Regan Levin Bloss Brown & Savchak
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7653033
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,527,678
- Income (IRS master file)
- $1,693,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $858,718 | $380,268 | $1,527,678 | IRS |
| 990-PF | December 2024 | $519,041 | $381,810 | $1,049,228 | IRS |
| 990-PF | December 2023 | $510,524 | $350,079 | $911,997 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7653033).
Questions about ROSS J BORN AND WENDY G BORN CHARITABLE TRUST
- What is the EIN of ROSS J BORN AND WENDY G BORN CHARITABLE TRUST?
- The employer identification number (EIN) of ROSS J BORN AND WENDY G BORN CHARITABLE TRUST is 23-7653033.
- Is ROSS J BORN AND WENDY G BORN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ROSS J BORN AND WENDY G BORN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSS J BORN AND WENDY G BORN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSS J BORN AND WENDY G BORN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSS J BORN AND WENDY G BORN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROSS J BORN AND WENDY G BORN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROSS J BORN AND WENDY G BORN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $858,718, expenses of $380,268 and total assets of $1,527,678 at year end.
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