Civic Intelligence

Judy Ann Bork Charitable Trust

990T • Fiscal year 2020 • EIN 85-6176926

Apr 30, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

155 N Lake Ave 11th FlrPasadena, CA 91101

(626) 793-9400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2020: $10,467,937Liabilities 2020: $160,000Net Assets 2020: $10,307,9372020Assets 2021: $9,857,738Liabilities 2021: $1,930,864Net Assets 2021: $7,926,8742021Assets 2022: $7,787,231Liabilities 2022: $1,739,500Net Assets 2022: $6,047,7312022Assets 2023: $7,344,928Liabilities 2023: $620,000Net Assets 2023: $6,724,9282023Assets 2024: $4,776,099Liabilities 2024: $580,000Net Assets 2024: $4,196,0992024

Latest loaded filing

2024

Assets$4,776,099
Liabilities$580,000
Net Assets$4,196,099

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2020: $10,953,344Expenses 2020: $1,023,964Net Income 2020: $9,929,3802020Revenue 2021: $191,059Expenses 2021: $2,786,454Net Income 2021: -$2,595,3952021Revenue 2022: $33,226Expenses 2022: $976,227Net Income 2022: -$943,0012022Revenue 2023: $42,276Expenses 2023: $76,330Net Income 2023: -$34,0542023Revenue 2024: $331,007Expenses 2024: $2,854,295Net Income 2024: -$2,523,2882024

Latest loaded filing

2024

Revenue$331,007
Expenses$2,854,295
Net Income-$2,523,288
Jump To
Filing Snapshot
Filing Period
Apr 30, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Judy Ann Bork Charitable Trust
EIN
85-6176926
In Care Of
% WILLIAM F KRUSE
Phone
6267939400
Address
155 N LAKE AVE 11TH FLR, PASADENA, CA 91101

Signing Officer

Name
William F Kruse
Title
Trustee
Phone
6267939400
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Maginnis Knechtel & McIntyre LLP
Address
300 W Colorado Blvd, Pasadena, CA 91105
Preparer
Linda E G Ballesteros
Phone
6264493466
Raw XML Appendix70 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BalanceDueAmt08319
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM F KRUSE
IRS990T/BooksInCareOfDetail/PhoneNum06267939400
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 NORTH LAKE AVE 11TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd091101
IRS990T/BookValueAssetsEOYAmt010467937
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/OtherIncomeAmt034970
IRS990TScheduleA/PrincipalBusinessActivityCd0531190
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt034970
IRS990TScheduleA/TotUnrltTrdBusIncmAmt034970
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0SCH K-1 PASS THROUGH
IRS990TScheduleA/UBIBeforeNOLDedAmt034970
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt034970
IRS990T/Section199ADeductionAmt06994
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt08319
IRS990T/TaxLessCreditsAmt08319
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt07994
IRS990T/TotalTaxAmt08319
IRS990T/TotalTaxComputationAmt08319
IRS990T/TotalUBTIAmt026976
IRS990T/TotalUBTIBeforeNOLSpecificAmt034970
IRS990T/TotalUBTIBeforeSection199AAmt034970
IRS990T/TotalUBTIComputedAmt034970
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F KRUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06267939400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDY ANN BORK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JUDY
ReturnHeader/Filer/EIN0856176926
ReturnHeader/Filer/InCareOfNm0% WILLIAM F KRUSE
ReturnHeader/Filer/PhoneNum06267939400
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 N LAKE AVE 11TH FLR
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952746188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maginnis Knechtel & McIntyre LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W Colorado Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091105
ReturnHeader/PreparerPersonGrp/PhoneNum06264493466
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda E G Ballesteros
ReturnHeader/ReturnTs02021-11-15T17:03:46-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRUSE
ReturnHeader/TaxPeriodBeginDt02020-04-30
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings