2025-10-28T11:37:07-05:00 2024-12-31 Maginnis Knechtel & McIntyre LLP 300 West Colorado Blvd Pasadena CA 91105 990PF 2024-01-01 856176926 JUDY ANN BORK CHARITABLE TRUST % WILLIAM F KRUSE JUDY 6267939400 155 N LAKE AVE 11TH FL PASADENA CA 91101 WILLIAM F KRUSE TRUSTEE 6267939400 2025-10-27 true true Linda E G Ballesteros P00366852 6264493466 2025-10-27 2024 2025-03-06 01:10:19Z X 4776099 X 0 X 1150 38466 213408 188125 106939 4057883 778656 9510 4331 331007 1009578 36000 3600 32400 13077 1308 0 11769 9395 0 0 9395 16558 16558 1504 765 765 75795 22970 0 54329 2778500 2818500 2854295 22970 0 2872829 -2523288 986608 0 1321758 75513 75513 417605 516086 516086 4445565 4184500 4184500 1160000 0 0 7344928 4776099 4776099 620000 580000 620000 580000 X 6724928 4196099 6724928 4196099 7344928 4776099 6724928 -2523288 -5541 4196099 4196099 PUBLICLY TRADED SECURITIES P 673943 619475 54483 54468 PUBLICLY TRADED SECURITIES P 2713340 2660312 53573 53028 CAPITAL GAIN DISTRIBUTION P 2024-12-31 24 24 24 GAIN ON SALE OF SUN CITY INV CO D 2021-07-30 670576 670576 670576 778656 13714 13714 13714 4359 0 24000 28359 14645 14645 false false false false false false false true true CA true false false false false true N/A WILLIAM F KRUSE 6267939400 155 NORTH LAKE AVE 11TH FLOOR PASADENA CA 91101 false false false false true false false false false false false false false false false false false false false false false false false WILLIAM F KRUSE 155 N LAKE AVE 11TH FL PASADENA CA 91101 TRUSTEE 1.0 12000 0 0 LINDA BALLESTEROS 155 N LAKE AVE 11TH FL PASADENA CA 91101 TRUSTEE 1.0 12000 0 0 ROSE FEERICK 155 N LAKE AVE 11TH FL PASADENA CA 91101 TRUSTEE 1.0 12000 0 0 4520350 1226626 0 5746976 0 5746976 86205 5660771 283039 283039 13714 13714 269325 269325 269325 2872829 0 0 0 0 2872829 269325 0 2022 2021 2020 0 792335 783695 685532 809873 3071435 2872829 0 269325 2603504 5674939 0 0 0 0 5674939 792335 783695 685532 809873 2603504 NONE NONE X BE PRESENT INC 1264 GINGERWOOD DR STONE MOUNTAIN GA 30032 UNRELATED PC ENGAGEMENT OF LEADER TO UNDERTAKE PUBLICATION OF BOOK TO TELL STORIES OF PEOPLE WHOSE LIVES HAVE BEEN CHANGED 780000 HAITI PARTNERS PO BOX 2865 VERO BEACH FL 32691 UNRELATED PC Education focused- Training Haitians to become leaders through education/social entrepreneurship 110000 AFRICAN ROAD INC 13500 SW 72ND AVENUE STE 205 TIGARD OR 97223 UNRELATED PC $107,500 GRANT IN SUPPORT OF VICOBA, $97,000 GRANT IN SUPPORT OF REACH RWANDA 204500 GREEN AMERICA 1612 K STREET NW STE 600 WASHINGTON DC 20006 UNRELATED PC HARNESS ECONOMIC POWER THROUGH THE MARKETPLACE TO CREATE A SOCIALLY AND ENVIRONMENTALLY SUSTAINABLE SOCIETY 100000 HAITI ALLIES PO BOX 45236 MADISON WI 53744 UNRELATED PC FUNDS TO SERVE STUDENTS HOT MEAL 3-DAYS A WEEK 245000 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STEET VERNON CA 90058 UNRELATED PC SUPPORT BACKPACK PROGRAM and NUTRITIOUS MEALS TO CHILDREN, FAMILIES AND SENIORS THROUGHOUT LOS ANGELES COUNTY 120000 NEW LIFE MINISTRIES 23201 LAKE CENTER DR 100 LAKE FOREST CA 92609 UNRELATED PC SUPPORT OF MINISTRY STAFF AND VENDORS; SUPPORT SCHOLARSHIP FUND 194000 WISDOM & MONEY 1259 EL CAMINO REAL STE 241 MENLO PARK CA 94025 UNRELATED PC COMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY 200000 STREET POETS 2116 ARLINGTON AVE NO 310 LOS ANGELES CA 90018 UNRELATED PC HARNESSES THE HEALING POWER OF POETRY AND MUSIC TO INSPIRE YOUTH 90000 ACTION KIVU INC - CONGO PEACE SCHOOL 4470 W SUNSET BLVD STE 160 LOS ANGELES CA 90027 UNRELATED PC EDUCATIONAL GRANT FOR IMPOVERISHED AND VULNERABLE YOUTH 125000 ELIZABETH HOUSE PO BOX 94077 PASADENA CA 91109 UNRELATED PC Serve underprivileged pregnant women 450000 CROSSROAD CHRISTIAN MINISTRIES 2818 MANHATTAN BEACH BVLD GARDENA CA 90249 UNRELATED PC TRANSFORM LIVES THROUGH COMMUNICATING GOD'S TRUTH AND CONNECTING PEOPLE INTO REDEMPTIVE RELATIONSHIPS 200000 2818500 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STEET VERNON CA 90058 UNRELATED PC SUPPORT BACKPACK PROGRAM and NUTRITIOUS MEALS TO CHILDREN, FAMILIES AND SENIORS THROUGHOUT LOS ANGELES COUNTY 420000 BE PRESENT INC 1264 GINGERWOOD DR STONE MOUNTAIN GA 30032 UNRELATED PC ENGAGEMENT OF LEADER TO UNDERTAKE PUBLICATION OF BOOK TO TELL STORIES OF PEOPLE WHOSE LIVES HAVE BEEN CHANGED 500000 HAITI PARTNERS PO BOX 2865 VERO BEACH FL 32691 UNRELATED PC Education focused- Training Haitians to become leaders through education/social entrepreneurship 60000 AFRICAN ROAD INC 13500 SW 72ND AVENUE STE 205 TIGARD OR 97223 UNRELATED PC $107,500 GRANT IN SUPPORT OF VICOBA, $97,000 GRANT IN SUPPORT OF REACH RWANDA 204500 GREEN AMERICA 1612 K STREET NW STE 600 WASHINGTON DC 20006 UNRELATED PC HARNESS ECONOMIC POWER THROUGH THE MARKETPLACE TO CREATE A SOCIALLY AND ENVIRONMENTALLY SUSTAINABLE SOCIETY 100000 HAITI ALLIES PO BOX 45236 MADISON WI 53744 UNRELATED PC FUNDS TO SERVE STUDENTS HOT MEAL 3-DAYS A WEEK 245000 NEW LIFE MINISTRIES 23201 LAKE CENTER DR 100 LAKE FOREST CA 92609 UNRELATED PC SUPPORT OF MINISTRY STAFF AND VENDORS; SUPPORT SCHOLARSHIP FUND 194000 WISDOM & MONEY 1259 EL CAMINO REAL STE 241 MENLO PARK CA 94025 UNRELATED PC COMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY 200000 STREET POETS 2116 ARLINGTON AVE NO 310 LOS ANGELES CA 90018 UNRELATED PC HARNESSES THE HEALING POWER OF POETRY AND MUSIC TO INSPIRE YOUTH 90000 ACTION KIVU INC - CONGO PEACE SCHOOL 4470 W SUNSET BLVD STE 160 LOS ANGELES CA 90027 UNRELATED PC EDUCATIONAL GRANT FOR IMPOVERISHED AND VULNERABLE YOUTH 125000 ELIZABETH HOUSE PO BOX 94077 PASADENA CA 91109 UNRELATED PC Serve underprivileged pregnant women 450000 CROSSROAD CHRISTIAN MINISTRIES 2818 MANHATTAN BEACH BVLD GARDENA CA 90249 UNRELATED PC TRANSFORM LIVES THROUGH COMMUNICATING GOD'S TRUTH AND CONNECTING PEOPLE INTO REDEMPTIVE RELATIONSHIPS 200000 Friends of the Orphanage (Estado 29)Revoked 15112 LORENAT STREET IRVINE CA 92604 UNRELATED PC SUSTAINING FOUNDER GIFT IN SUPPORT OF UNDERPRIVILEGED CHILDREN -10000 2778500 14 1150 14 213408 18 106939 FEDERAL EXCISE TAX REFUND 5179 OTHER INCOME 4331 331007 331007 false false false false false false false false false false ACCOUNTING 9395 9395 CHARLES SCHWAB EQUITIES 516086 516086 CHARLES SCHWAB BOND FUND FMV 1093796 1093796 CHARLES SCHWAB ETF FMV 3090704 3090704 LEGAL FEES 13077 1308 11769 INDEMNIFICATION ESCROW 1160000 0 0 TRAVEL 740 740 FILING FEE 25 25 INVESTMENT SETTLEMENT INCOME 4331 4331 FEDERAL EXCISE TAX REFUND 5179 UNREALIZED GAIN ON INVESTMENTS -5541 INVESTMENT ADVISOR FEE 16558 16558 FOREIGN TAX 1504