Nonprofit · EIN 77-0472486
LUDWICK FAMILY FOUNDATION
Tax-exempt · PALO ALTO, CA 94301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $618,163 | $475,534 | $142,629 | $9,493,678 | $3,700 | $9,489,978 |
| December 31, 2023 | 990-PF | $268,029 | $552,621 | -$284,592 | $8,854,727 | $21 | $8,854,706 |
| December 31, 2021 | 990-PF (amended) | $539,477 | $507,652 | $31,825 | $10,235,234 | $0 | $10,235,234 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $222,092
- Interest
- $489
- Net gain from sales of assets
- $395,582
Expenses
- Grants and similar amounts paid
- $420,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $423,060
- Excise tax on investment income
- $7,863
Balance sheet and other
- Total assets, start of year
- $8,854,727
- Total assets, end of year
- $9,493,678
- Total liabilities, end of year
- $3,700
- Net assets, end of year
- $9,489,978
- Fair market value of assets
- $9,493,678
- Qualifying distributions
- $423,060
- Net investment income
- $618,163
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WORTH Z LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | PRESIDENT & CEO | 0 | $0 |
| ANDREW LUDWICK 491 SANTA RITA AVE, PALO ALOT, CA 94301 | CFO | 0 | $0 |
| THEODORE LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | SECRETARY | 0 | $0 |
| JOCELYN LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | DIRECTOR | 0 | $0 |
| CHRISTOPHER LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WORTH Z LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | PRESIDENT & | 0 | $0 |
| ANDREW LUDWICK 491 SANTA RITA AVE, PALO ALOT, CA 94301 | CFO | 0 | $0 |
| THEODORE LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | SECRETARY | 0 | $0 |
| JOCELYN LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | DIRECTOR | 0 | $0 |
| CHRISTOPHER LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WORTH Z LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | PRESIDENT & | 5 | $0 |
| ANDREW LUDWICK 491 SANTA RITA AVE, PALO ALOT, CA 94301 | CFO | 3 | $0 |
| THEODORE LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | SECRETARY | 2 | $0 |
| JOCELYN LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | DIRECTOR | 2 | $0 |
| CHRISTOPHER LUDWICK 491 SANTA RITA AVE, PALO ALTO, CA 94301 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 491 SANTA RITA AVE, PALO ALTO, CA 94301-3944
- In care of
- % ANDREW K LUDWICK
- Signed the 990-PF
- WORTH Z LUDWICK, PRESIDENT
- Phone
- (650) 326-5818
- Return prepared by
- WHEELER ACCOUNTANTS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0472486 or by the name LUDWICK FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0472486
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $9,493,678
- Income (IRS master file)
- $2,847,255
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $618,163 | $475,534 | $9,493,678 | XML |
| 990-PF | December 2023 | $268,029 | $552,621 | $8,854,727 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $539,477 | $507,652 | $10,235,234 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 77-0472486).
Questions about LUDWICK FAMILY FOUNDATION
- What is the EIN of LUDWICK FAMILY FOUNDATION?
- The employer identification number (EIN) of LUDWICK FAMILY FOUNDATION is 77-0472486.
- Is LUDWICK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to LUDWICK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUDWICK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUDWICK FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUDWICK FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LUDWICK FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does LUDWICK FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $618,163, expenses of $475,534 and total assets of $9,493,678 at year end.
Other nonprofits in PALO ALTO
- JEN-HSUN & LORI HUANG FOUNDATION EIN 26-1551239 · last filed 990-PF for 2024
- GORDON E AND BETTY I MOORE FOUNDATION EIN 94-3397785 · last filed 990-PF for 2024
- GOOD VENTURES FOUNDATION EIN 46-1008520 · last filed 990-PF for 2025
- CHAN ZUCKERBERG INITIATIVE FOUNDATION EIN 45-5002209 · last filed 990-PF for 2024
- CARL VICTOR PAGE MEMORIAL FOUNDATION EIN 20-1922957 · last filed 990-PF for 2024
- THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION EIN 46-3460261 · last filed 990-PF for 2024
- WAVERLEY STREET FOUNDATION EIN 81-3242506 · last filed 990-PF for 2024
- COEFFICIENT GIVING ADVISORS INC EIN 99-2255770 · last filed 990 for 2024
All nonprofits in PALO ALTO · California · Philanthropy, voluntarism and grantmaking foundations