Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 74-2552121

JAMES LUDKE CHARITABLE TRUST

Tax-exempt · WICKENBURG, AZ 85390

Financials

$118K$154K2023$133K$173K2024$109K$123K2025
Revenue Expenses · by fiscal year end
Financials of JAMES LUDKE CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$108,976$123,090-$14,114$2,330,751$0$2,330,751
December 31, 2024990-PF$132,668$173,324-$40,656$2,344,865$0$2,344,865
December 31, 2023990-PF$118,459$153,717-$35,258$2,385,521$0$2,385,521
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$49,373
Interest
$59,603

Expenses

Grants and similar amounts paid
$121,500
Disbursements for charitable purposes
$123,000
Excise tax on investment income
$1,514

Balance sheet and other

Total assets, start of year
$2,344,865
Total assets, end of year
$2,330,751
Total liabilities, end of year
$0
Net assets, end of year
$2,330,751
Fair market value of assets
$2,856,347
Qualifying distributions
$123,000
Net investment income
$108,976

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES LUDKE
1415 N JACKBURDEN, WICKENBURG, AZ 85390
MANAGER0.5$0
BARBARA REA LUDKE
1415 N JACKBURDEN, WICKENBURG, AZ 85390
MEMBER0.5$0
JEANNE HEASLIP
1690 S 323RD AVE, WICKENBURG, AZ 85390
MEMBER0.1$0
JILL B LUDKE DIXON
19 SUNNYFIELD DR, ROLLING HILLS ESTATE, CA 90274
MEMBER0.1$0
JAMIE DENLER
935 SW SILVERADO DR, BEAVERTON, OR 97209
MEMBER0.1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JAMES LUDKE
1415 N JACKBURDEN, WICKENBURG, AZ 85390
MANAGER0.5$0
BARBARA REA LUDKE
1415 N JACKBURDEN, WICKENBURG, AZ 85390
MEMBER0.5$0
JEANNE HEASLIP
6506 S KENWOOD LANE, TEMPE, AZ 85283
MEMBER0.25$0
JILL B LUDKE DIXON
19 SUNNYFIELD DR, ROLLING HILLS ESTATE, CA 90274
MEMBER0.25$0
JAMIE DENLER
935 SW SILVERADO DR, BEAVERTON, OR 97209
MEMBER0.25$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JAMES LUDKE
1415 N JACKBURDEN, WICKENBURG, AZ 85390
MANAGER0$0

Address and contacts

Address (IRS master file)
1415 JACK BURDEN RD, WICKENBURG, AZ 85390-3322
Signed the 990-PF
JAMES LUDKE, MANAGER
Phone
(602) 402-1393
Return prepared by
WESTWOOD PUBLIC ACCOUNTING PLLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-2552121
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
December
Files
Form 990-PF
Assets (IRS master file)
$2,330,751
Income (IRS master file)
$108,976

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$108,976$123,090$2,330,751IRS
990-PFDecember 2024$132,668$173,324$2,344,865IRS
990-PFDecember 2023$118,459$153,717$2,385,521XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 74-2552121).

Questions about JAMES LUDKE CHARITABLE TRUST

What is the EIN of JAMES LUDKE CHARITABLE TRUST?
The employer identification number (EIN) of JAMES LUDKE CHARITABLE TRUST is 74-2552121.
Is JAMES LUDKE CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to JAMES LUDKE CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES LUDKE CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES LUDKE CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES LUDKE CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JAMES LUDKE CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JAMES LUDKE CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $108,976, expenses of $123,090 and total assets of $2,330,751 at year end.

Other nonprofits in WICKENBURG

All nonprofits in WICKENBURG · Arizona