Nonprofit · EIN 55-0699102
MERWIN C LUDWIG EDUCATIONAL TRUST INC
Also known as LUDWIG ALFRED J TTEE
Tax-exempt · WARDENSVILLE, WV 26851
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $8,917 | $972 | $7,945 | $245,229 | $0 | $245,229 |
| June 30, 2024 | 990-PF | $5,387 | $510 | $4,877 | $237,285 | $0 | $237,285 |
| June 30, 2023 | 990-PF | $724 | $301 | $423 | $232,158 | $0 | $232,158 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Interest
- $8,917
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $124
Balance sheet and other
- Total assets, start of year
- $237,285
- Total assets, end of year
- $245,229
- Total liabilities, end of year
- $0
- Net assets, end of year
- $245,229
- Fair market value of assets
- $245,229
- Net investment income
- $8,917
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael McDonald PO BOX 119, Wardensville, WV 26851 | President | 0 | $0 |
| Connie Wilson PO BOX 119, Wardensville, WV 26851 | Vice-President | 0 | $0 |
| Candi Fitzwater PO BOX 119, Wardensville, WV 26851 | Treasurer | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pati Combs PO BOX 119, Wardensville, WV 26851 | President | 0 | $0 |
| Connie Wilson PO BOX 119, Wardensville, WV 26851 | Vice-President | 0 | $0 |
| Wanda Billmeyer PO BOX 119, Wardensville, WV 26851 | Treasurer | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pati Combs PO Box 119, Wardensville, WV 26851 | President | 0 | $0 |
| Wanda Billmeyer PO BOX 119, Wardensville, WV 26851 | Treasurer | 0 | $0 |
| Connie Wilson PO BOX 119, Wardensville, WV 26851 | Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 119, WARDENSVILLE, WV 26851-0119
- In care of
- % CONNIE WILSON
- Signed the 990-PF
- CONNIE WILSON, Vice-President
- Return prepared by
- R Thomas CPA & Associates
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 55-0699102
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $245,229
- Income (IRS master file)
- $8,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $8,917 | $972 | $245,229 | IRS |
| 990-PF | June 2024 | $5,387 | $510 | $237,285 | XML |
| 990-PF | June 2023 | $724 | $301 | $232,158 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 55-0699102).
Questions about MERWIN C LUDWIG EDUCATIONAL TRUST INC
- What is the EIN of MERWIN C LUDWIG EDUCATIONAL TRUST INC?
- The employer identification number (EIN) of MERWIN C LUDWIG EDUCATIONAL TRUST INC is 55-0699102.
- Is MERWIN C LUDWIG EDUCATIONAL TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to MERWIN C LUDWIG EDUCATIONAL TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERWIN C LUDWIG EDUCATIONAL TRUST INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERWIN C LUDWIG EDUCATIONAL TRUST INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERWIN C LUDWIG EDUCATIONAL TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MERWIN C LUDWIG EDUCATIONAL TRUST INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MERWIN C LUDWIG EDUCATIONAL TRUST INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $8,917, expenses of $972 and total assets of $245,229 at year end.
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