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Nonprofit · EIN 23-6256408

THE CHRISTOPHER LUDWICK FOUNDATION

Tax-exempt · MILWAUKEE, WI 53201

Financials

$338K$282K2021$280K$314K2022$293K$290K2023$432K$300K2024
Revenue Expenses · by fiscal year end
Financials of THE CHRISTOPHER LUDWICK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$432,026$300,313$131,713$5,330,404$0$5,330,404
April 30, 2024990-PF$293,299$290,002$3,297$5,198,688$0$5,198,688
April 30, 2023990-PF$279,743$314,421-$34,678$5,195,392$0$5,195,392
April 30, 2022990-PF$338,284$282,463$55,821$5,230,069$0$5,230,069
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$216,049
Net gain from sales of assets
$215,977

Expenses

Grants and similar amounts paid
$277,800
Disbursements for charitable purposes
$293,966
Excise tax on investment income
$5,976

Balance sheet and other

Total assets, start of year
$5,198,688
Total assets, end of year
$5,330,404
Total liabilities, end of year
$0
Net assets, end of year
$5,330,404
Fair market value of assets
$6,048,102
Qualifying distributions
$293,966
Net investment income
$432,026

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SUSAN W CATHERWOOD
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
TRUSTEE0$0
RHONDA R COHEN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
PRESIDENT0$0
MARGARET M CHIN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
WILLIAM L CONRAD
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
VICE PRESIDENT & TREASURER0$0
BRUCE GILL
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
DEBRA A KAHN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
LEA SHERK
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, NJ 19010
BOARD OF TRUSTEE0$0
TRINA VAUX
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
SECRETARY0$0
REBECCA CLAYTON
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
RAFAELA TORRES
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
JIM BALLENGEE
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
DAVID BROMLEY
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
MICHAEL HILL
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
SARA MORAN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
990-PF for the year ended April 30, 2024: 14 people
NameTitleHours / weekCompensation
SUSAN W CATHERWOOD
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
TRUSTEE0$0
RHONDA R COHEN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
PRESIDENT0$0
MARGARET M CHIN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
WILLIAM L CONRAD
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
VICE PRESIDENT & TREASURER0$0
BRUCE GILL
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
DEBRA A KAHN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
LEA SHERK
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, NJ 19010
BOARD OF TRUSTEE0$0
TRINA VAUX
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
SECRETARY0$0
REBECCA CLAYTON
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
RAFAELA TORRES
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
JIM BALLENGEE
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
DAVID BROMLEY
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
MICHAEL HILL
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
SARA MORAN
PO BOX 1313 16 NORTH BRYN MAWR AVE, BRYN MAWR, PA 19010
BOARD OF TRUSTEE0$0
990-PF for the year ended April 30, 2023: 12 people
NameTitleHours / weekCompensation
SUSAN W CATHERWOOD
622 ROSE LANE, BRYN MAWR, PA 19010
PRESIDENT0$0
RHONDA R COHEN
7309 HURON LANE, PHILADELPHIA, PA 19119
VICE PRESIDENT0$0
WILLIAM M DAVISON 4TH
4 DOGWOOD KNOLL, LANSDALE, PA 19446
BOARD OF TRUSTEE0$0
MARGARET M CHIN
901 C WOOD STREET, PHILADELPHIA, PA 19107
BOARD OF TRUSTEE0$0
WILLIAM L CONRAD
303 BRENTFORD ROAD, HAVERFORD, PA 19041
VICE PRESIDENT & TREASURER0$0
BRUCE GILL
515 OLD LANCASTER ROAD, HAVERFORD, PA 19041
BOARD OF TRUSTEE0$0
DEBRA A KAHN
1431 BAINBRIDGE STREET, PHILADELPHIA, PA 19146
BOARD OF TRUSTEE0$0
LEA SHERK
92 AITKEN ROAD, BRIDGETON, NJ 08302
BOARD OF TRUSTEE0$0
TRINA VAUX
320 CAVERSHAM ROAD, BRYN MAWR, PA 19010
SECRETARY0$0
REBECCA CLAYTON
537 BARRETT AVENUE UNIT 3, HAVERFORD, PA 19041
BOARD OF TRUSTEE0$0
RAFAELA TORRES
921 NORTH 6TH STREET, PHILADELPHIA, PA 19123
BOARD OF TRUSTEE0$0
JIM BALLENGEE
240 W GRAVERS LANE, PHILADELPHIA, PA 191183827
BOARD OF TRUSTEE0$0
990-PF for the year ended April 30, 2022: 12 people
NameTitleHours / weekCompensation
SUSAN W CATHERWOOD
622 ROSE LANE, BRYN MAWR, PA 19010
PRESIDENT0$0
RHONDA R COHEN
7309 HURON LANE, PHILADELPHIA, PA 19119
VICE PRESIDENT0$0
WILLIAM M DAVISON 4TH
4 DOGWOOD KNOLL, LANSDALE, PA 19446
BOARD OF TRUSTEE0$0
MARGARET M CHIN
901 C WOOD STREET, PHILADELPHIA, PA 19107
BOARD OF TRUSTEE0$0
WILLIAM L CONRAD
303 BRENTFORD ROAD, HAVERFORD, PA 19041
VICE PRESIDENT & TREASURER0$0
BRUCE GILL
515 OLD LANCASTER ROAD, HAVERFORD, PA 19041
BOARD OF TRUSTEE0$0
DEBRA A KAHN
1431 BAINBRIDGE STREET, PHILADELPHIA, PA 19146
BOARD OF TRUSTEE0$0
LEA SHERK
92 AITKEN ROAD, BRIDGETON, NJ 08302
BOARD OF TRUSTEE0$0
TRINA VAUX
320 CAVERSHAM ROAD, BRYN MAWR, PA 19010
SECRETARY0$0
REBECCA CLAYTON
537 BARRETT AVENUE UNIT 3, HAVERFORD, PA 19041
BOARD OF TRUSTEE0$0
RAFAELA TORRES
921 NORTH 6TH STREET, PHILADELPHIA, PA 19123
BOARD OF TRUSTEE0$0
JIM BALLENGEE
240 W GRAVERS LANE, PHILADELPHIA, PA 191183827
BOARD OF TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% THE ATHENAEUM OF PHILADELPHIA
Signed the 990-PF
LUDWICK FOUNDATION, TRUSTEE
Phone
(314) 418-2643
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
23-6256408
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
1972
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$5,330,404
Income (IRS master file)
$930,441

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$432,026$300,313$5,330,404XML
990-PFApril 2024$293,299$290,002$5,198,688XML
990-PFApril 2023$279,743$314,421$5,195,392XML
990-PFApril 2022$338,284$282,463$5,230,069XML
990-PFApril 2021–––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 23-6256408).

Questions about THE CHRISTOPHER LUDWICK FOUNDATION

What is the EIN of THE CHRISTOPHER LUDWICK FOUNDATION?
The employer identification number (EIN) of THE CHRISTOPHER LUDWICK FOUNDATION is 23-6256408.
Is THE CHRISTOPHER LUDWICK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to THE CHRISTOPHER LUDWICK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CHRISTOPHER LUDWICK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CHRISTOPHER LUDWICK FOUNDATION due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CHRISTOPHER LUDWICK FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of THE CHRISTOPHER LUDWICK FOUNDATION?
The 990-PF for the year ended April 30, 2025 lists 14 people; 0 received compensation from the organization.
How much revenue does THE CHRISTOPHER LUDWICK FOUNDATION have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $432,026, expenses of $300,313 and total assets of $5,330,404 at year end.

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