2025-02-26T15:22:04-06:00 2024-12-31 261508234 WHEELER ACCOUNTANTS LLP 1475 SARATOGA AVE STE 100 SAN JOSE CA 95129 990PF 2024-01-01 770472486 THE LUDWICK FAMILY FOUNDATION LUDW 6503265818 491 SANTA RITA AVE PALO ALTO CA 94301 WORTH Z LUDWICK PRESIDENT 6503265818 2025-02-15 1 0 MATTHEW WHEELER CPA P00759706 4082521800 2025-02-15 2024 2025-03-06 01:10:19Z X 9493678 X X 489 489 489 222092 222092 222092 395582 2624674 395582 618163 618163 222581 0 0 0 0 3700 740 0 2960 16856 16756 0 100 34978 34978 0 0 55534 52474 0 3060 420000 420000 475534 52474 0 423060 142629 565689 222581 347428 824386 824386 890304 431149 431149 7616995 8238143 8238143 8854727 9493678 9493678 21 0 3700 21 3700 X 8854706 9489978 8854706 9489978 8854727 9493678 8854706 142629 492643 9489978 0 9489978 RAYMOND 4473 ST P 2024-01-01 2024-12-31 62285 53085 9200 9200 RAYMOND 4473 LT P 2023-01-01 2024-12-31 239895 143298 96597 96597 RAYMOND K122 ST P 2024-01-01 2024-12-31 73106 59575 13531 13531 RAYMOND K122 ST P 2023-01-01 2024-12-31 369427 282972 86455 86455 RAYMOND W883 ST P 2024-01-01 2024-12-31 75000 73217 1783 1783 RAYMOND W883 LT P 2023-01-01 2024-12-31 1804961 1616945 188016 188016 395582 24514 7863 0 7863 0 7863 3500 0 0 0 3500 185 4548 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A WORTH Z LUDWICK 6503265818 491 SANTA RITA AVENUE PALO ALTO CA 94301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WORTH Z LUDWICK 491 SANTA RITA AVE PALO ALTO CA 94301 PRESIDENT & CEO 0.00 0 0 0 ANDREW LUDWICK 491 SANTA RITA AVE PALO ALOT CA 94301 CFO 0.00 0 0 0 THEODORE LUDWICK 491 SANTA RITA AVE PALO ALTO CA 94301 SECRETARY 0.00 0 0 0 JOCELYN LUDWICK 491 SANTA RITA AVE PALO ALTO CA 94301 DIRECTOR 0.00 0 0 0 CHRISTOPHER LUDWICK 491 SANTA RITA AVE PALO ALTO CA 94301 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 8720807 577833 0 9298640 0 0 9298640 139480 9159160 457958 457958 7863 7863 450095 0 450095 0 450095 423060 0 423060 450095 0 0 34728 91036 100742 226506 423060 0 0 0 423060 0 27035 27035 199471 0 0 0 0 0 0 0 199471 7693 91036 100742 X 49-ER FOUNDATION 5201 GREAT AMERICA PKWY SANTA CLARA CA 95054 GRANT 100000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 GRANT 100000 LUCILLE PACKARD CHILDREN'S HOSPITAL 725 WELCH RD PALO ALTO CA 94304 GRANT 10000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 GRANT 125000 ROCHESTER INSTITUTE OF TECHNOLOGY 1 LOMB MEMORIAL DR ROCHESTER NY 14623 GRANT 25000 SAN JOSE MUSEUM OF ART 110 S MARKET ST SAN JOSE CA 95113 GRANT 10000 THE TECH MUSEUM OF INNOVATION 201 S MARKET ST SAN JOSE CA 95113 GRANT 10000 A FOUNDATION BUILDING STRENGTH 3825 EL CAMINO REAL PALO ALTO CA 94306 GRANT 5000 WM KECK OBSERVATORY 65-1120 MAMALAHOA HWY WAIMEA HI 96743 GRANT 25000 WEINGARTEN CHILDREN'S CENTER 3518 JEFFERSON AVE REDWOOD CITY CA 94062 GRANT 10000 420000 0 14 489 14 222092 18 395582 0 618163 0 618163 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3700 740 0 2960 RAYMOND JAMES 4473 431149 431149 RAYMOND JAMES W883 FUND FMV 7775087 7775087 RAYMOND JAMES W883 ALTERNATIVE FMV 463056 463056 RAYMOND JAMES - INV ADVISORY FEES 34978 34978 0 0 NONDIVIDEND DISTRIBUTIONS 8 UNREALIZED GAIN 492635 PAYABLE TO W LUDWICK 0 3700 CA RRF FEE 100 0 0 100 FOREIGN TAX PAID 4141 4141 0 0 FEDERAL EXCISE TAX 12615 12615 0 0