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Nonprofit · EIN 85-6176926

JUDY ANN BORK CHARITABLE TR

Tax-exempt · PASADENA, CA 91101

Financials

$42K$76K2023$331K$2.9M2024$544K$2.1M2025
Revenue Expenses · by fiscal year end
Financials of JUDY ANN BORK CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$544,290$2,122,253-$1,577,963$2,260,742$0$2,260,742
December 31, 2024990-PF$331,007$2,854,295-$2,523,288$4,776,099$580,000$4,196,099
December 31, 2023990-PF$42,276$76,330-$34,054$7,344,928$620,000$6,724,928
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$112,156
Interest
$7
Net gain from sales of assets
$432,127

Expenses

Grants and similar amounts paid
$2,055,400
Compensation of officers, directors and key employees
$18,000
Disbursements for charitable purposes
$2,666,064
Excise tax on investment income
$7,322

Balance sheet and other

Total assets, start of year
$4,776,099
Total assets, end of year
$2,260,742
Total liabilities, end of year
$0
Net assets, end of year
$2,260,742
Fair market value of assets
$2,260,742
Qualifying distributions
$2,666,064
Net investment income
$538,969

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.

NameTitleHours / weekCompensation
WILLIAM F KRUSE
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$6,000
LINDA BALLESTEROS
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$6,000
ROSE FEERICK
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$6,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
WILLIAM F KRUSE
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$12,000
LINDA BALLESTEROS
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$12,000
ROSE FEERICK
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$12,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WILLIAM F KRUSE
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$12,000
LINDA BALLESTEROS
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$12,000
ROSE FEERICK
155 N LAKE AVE 11TH FL, PASADENA, CA 91101
TRUSTEE1$12,000

Address and contacts

Address (IRS master file)
155 N LAKE AVE 11TH FL, PASADENA, CA 91101-2333
In care of
% WILLIAM F KRUSE
Signed the 990-PF
WILLIAM F KRUSE, TRUSTEE
Phone
(626) 793-9400
Return prepared by
Maginnis Knechtel & McIntyre LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 85-6176926 or by the name JUDY ANN BORK CHARITABLE TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
85-6176926
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,260,742
Income (IRS master file)
$4,678,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$544,290$2,122,253$2,260,742IRS
990-PFDecember 2024$331,007$2,854,295$4,776,099XML
990-PFDecember 2023$42,276$76,330$7,344,928XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 85-6176926).

Questions about JUDY ANN BORK CHARITABLE TR

What is the EIN of JUDY ANN BORK CHARITABLE TR?
The employer identification number (EIN) of JUDY ANN BORK CHARITABLE TR is 85-6176926.
Is JUDY ANN BORK CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to JUDY ANN BORK CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JUDY ANN BORK CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JUDY ANN BORK CHARITABLE TR 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 JUDY ANN BORK CHARITABLE TR 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 JUDY ANN BORK CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $6,000 (WILLIAM F KRUSE, TRUSTEE).
How much revenue does JUDY ANN BORK CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $544,290, expenses of $2,122,253 and total assets of $2,260,742 at year end.

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