Walter and Phyllis Ann Borten Foundation
EIN 272269154Total Given 2020–2023
$475K
73 grants · $119K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$8K
grant size
79%
deep partner · 19/24 multi-year
repeat
$3.0M
Assets (2023)
24
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $115K | $3.2M | $199K | 18 |
| 2021 | $118K | $3.4M | $205K | 18 |
| 2022 | $130K | $2.7M | $95K | 18 |
| 2023 | $112K | $3.0M | $167K | 19 |
Grant Size Distribution
Based on 73 grants on record
Minimum
$500
25th Pctl
$2K
Median
$5K
Average
$7K
75th Pctl
$8K
Maximum
$35K
Geographic Distribution
Officers & Directors
JF
Jennifer Fuhr
Co-Trustee
BJ
Barbara D Jonas
Co-Trustee
KF
Kathleen D Fuhr
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JF
Jennifer Fuhr
Co-Trustee
KF
Kathleen D Fuhr
Co-Trustee
BJ
Barbara D Jonas
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
BJ
Barbara D Jonas
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JF
Jennifer Fuhr
Co-Trustee
KF
Kathleen D Fuhr
Co-Trustee
KF
Kathleen D Fuhr
trustee
BJ
Barbara D Jonas
trustee
JA
Jp Morgan Chase Bank N a
trustee
Grants Awarded (73 total)
| Purpose | ||||
|---|---|---|---|---|
| Sharon Fire Dept | Sharon, CT | $35,000 | GENERAL | 2022 |
| Sharon Fire Dept | Sharon, CT | $35,000 | GENERAL | 2023 |
| Sharon Fire Dept | Sharon, CT | $29,000 | GENERAL | 2021 |
| Sharon Ambulance Squad | Sharon, CT | $20,000 | GENERAL | 2020 |
| Sharon Day Care Center | Sharon, CT | $15,000 | GENERAL | 2020 |
| Housatonic Youth Services Inc | Falls Village, CT | $15,000 | GENERAL | 2020 |
| Audubon Sharon | Greenwich, CT | $15,000 | GENERAL | 2020 |
| Sharon Day Care Center | Sharon, CT | $15,000 | GENERAL | 2021 |
| Housatonic Youth Services Inc | Falls Village, CT | $15,000 | GENERAL | 2021 |
| Sharon Day Care Center | Sharon, CT | $15,000 | GENERAL | 2022 |
| Housatonic Youth Services Inc | Falls Village, CT | $15,000 | GENERAL | 2022 |
| Sharon Day Care Center | Sharon, CT | $14,000 | GENERAL | 2023 |
| Housatonic Youth Services Inc | Falls Village, CT | $11,500 | GENERAL | 2023 |
| Sharon Fire Dept | Sharon, CT | $10,000 | GENERAL | 2020 |
| Hotchkiss Library of Sharon | Sharon, CT | $10,000 | GENERAL | 2021 |
| Audubon Sharon | Greenwich, CT | $10,000 | GENERAL | 2021 |
| Hotchkiss Library of Sharon | Sharon, CT | $10,000 | GENERAL | 2022 |
| National Audubon Society Inc | Sharon, CT | $10,000 | GENERAL | 2022 |
| Equus Effect | Sharon, CT | $8,000 | GENERAL | 2022 |
| National Audubon Society Inc | Sharon, CT | $8,000 | GENERAL | 2023 |
| Equus Effect | Sharon, CT | $7,000 | GENERAL | 2021 |
| Chore Service Inc | Lakeville, CT | $6,000 | GENERAL | 2020 |
| Chore Service Inc | Lakeville, CT | $6,000 | GENERAL | 2021 |
| Chore Service Inc | Lakeville, CT | $6,000 | GENERAL | 2022 |
| Equus Effect | Sharon, CT | $6,000 | GENERAL | 2023 |