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
Under IRS private-foundation payout rules, Judy Ann Bork Charitable Trust reported a distributable amount of $269K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Ready to take the next step with Judy Ann Bork Charitable Trust?
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
Among its reported 2024 grants, the largest include Be Present Inc ($780,000), Elizabeth House ($450,000), Haiti Allies ($245,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BE PRESENT INC STONE MOUNTAIN, GA | ENGAGEMENT OF LEADER TO UNDERTAKE PUBLICATION OF BOOK TO TELL STORIES OF PEOPLE WHOSE LIVES HAVE BEEN CHANGED | $780,000 |
| HAITI PARTNERS VERO BEACH, FL | Education focused- Training Haitians to become leaders through education/social entrepreneurship | $110,000 |
| AFRICAN ROAD INC TIGARD, OR | $107,500 GRANT IN SUPPORT OF VICOBA, $97,000 GRANT IN SUPPORT OF REACH RWANDA | $204,500 |
| GREEN AMERICA WASHINGTON, DC | HARNESS ECONOMIC POWER THROUGH THE MARKETPLACE TO CREATE A SOCIALLY AND ENVIRONMENTALLY SUSTAINABLE SOCIETY | $100,000 |
| HAITI ALLIES MADISON, WI | FUNDS TO SERVE STUDENTS HOT MEAL 3-DAYS A WEEK | $245,000 |
| LOS ANGELES REGIONAL FOOD BANK VERNON, CA | SUPPORT BACKPACK PROGRAM and NUTRITIOUS MEALS TO CHILDREN, FAMILIES AND SENIORS THROUGHOUT LOS ANGELES COUNTY | $120,000 |
| NEW LIFE MINISTRIES LAKE FOREST, CA | SUPPORT OF MINISTRY STAFF AND VENDORS; SUPPORT SCHOLARSHIP FUND | $194,000 |
| WISDOM & MONEY MENLO PARK, CA | COMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY | $200,000 |
| STREET POETS LOS ANGELES, CA | HARNESSES THE HEALING POWER OF POETRY AND MUSIC TO INSPIRE YOUTH | $90,000 |
| ACTION KIVU INC - CONGO PEACE SCHOOL LOS ANGELES, CA | EDUCATIONAL GRANT FOR IMPOVERISHED AND VULNERABLE YOUTH | $125,000 |
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
Frequently Asked Questions
How do I apply for a grant from Judy Ann Bork Charitable Trust?
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.
Where does Judy Ann Bork Charitable Trust make 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
What size grants does Judy Ann Bork Charitable Trust award?
In 2024, Judy Ann Bork Charitable Trust awarded 12 grants totaling $2.8M — an average of about $235K per grant, based on its IRS Form 990 filings.
How much is Judy Ann Bork Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Judy Ann Bork Charitable Trust reported a distributable amount of $269K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Judy Ann Bork Charitable Trust's EIN?
Judy Ann Bork Charitable Trust's EIN (Employer Identification Number) is 85-6176926. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Judy Ann Bork Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Judy Ann Bork Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Judy Ann Bork Charitable Trust to a real strategy.