The Judy Ann Bork Charitable Trust is a private foundation based in Pasadena, California. It operates as a grantmaking organization supporting nonprofit work across multiple states and focus areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.8M
-35.0% YoY
Annual Giving
$2.8M
+151.8% YoY
Grant Count
12
-7.7% YoY
Avg Grant Size
$235K
+172.7% YoY
Grantmaking
The trust demonstrates active grantmaking with a high volume of grants distributed annually. Historical data indicates approximately 4,297 total grants in the previous year, with an average grant size of $304. The trust reports being open to new applicants, with approximately 12% of new applicants receiving funding.
Grant Range
of $304. The trust reports being open to new applicants, with approximately 12% of new applicants receiving funding.
Average Grant
of $304. The trust reports being open to new applicants, with approximately 12% of new applicants receiving funding.
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Geographic Focus
Where this funder awards grants
The Judy Ann Bork Charitable Trust supports organizations across multiple U.S. states and regions, including:
- California
- Connecticut
- Florida
- Georgia
- New York
- North Carolina
- Oregon
- Washington, D.C.
- Wisconsin
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
The trust maintains substantial assets for its grantmaking activities:
- Total Assets: $7.3 million (per most recent IRS Form 990 filing)
- Total Giving: $2,818,500
- Annual Revenue: $42,276
- Annual Expenses: $76,330
- Typical Award Range: $10,000–$780,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,776,099 | $7,344,928 | $7,787,231 |
| Revenue | $331,007 | $42,276 | $33,226 |
| Expenses | $2,854,295 | $76,330 | $976,227 |
| Qualifying Distributions | $2,872,829 | $1,170,067 | $1,088,148 |
| Net Investment Income | $986,608 | $235,776 | $205,361 |
| Distributable Amount | $269,325 | $360,194 | $402,616 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The trust is managed by three trustees:
- William F. Kruse
- Linda Ballesteros
- Rose Feerick
Each trustee receives annual compensation of $12,000 for their services.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM F KRUSE | TRUSTEE | 1 | $12,000 |
| LINDA BALLESTEROS | TRUSTEE | 1 | $12,000 |
| ROSE FEERICK | TRUSTEE | 1 | $12,000 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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