Ludwig Family Foundation

Brighton, MI
Tax-exempt since Oct. 1998
EIN: 56-2098136

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$233k (2025)

Expenses

$168k (2025)

Total Assets

$1.79M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$233,099

Expenses

$168,063

Net Income

$65,036

Net Assets

$1,789,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$195,938	84.1%
Sales of Assets	$37,135	15.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,000	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,789,696
Total Liabilities	$0
Net Assets	$1,789,696

Compensation

Key Employees and Officers	Compensation	Other
Kathy Teela (President)	$0	$0

990-PF

Filed on Sept. 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2024

Revenue

$179,639

Expenses

$160,864

Net Income

$18,775

Net Assets

$1,724,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.3%
Interest Revenue	$24	0.0%
Dividends	$134,434	74.8%
Sales of Assets	$44,681	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,000	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,724,660
Total Liabilities	$0
Net Assets	$1,724,660

Compensation

Key Employees and Officers	Compensation	Other
Kathy Teela (President)	$0	$0

990-PF

Filed on Oct. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2023

Revenue

$133,134

Expenses

$160,580

Net Income

-$27,446

Net Assets

$1,705,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,906	86.3%
Sales of Assets	$18,228	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58	0.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,705,885
Total Liabilities	$0
Net Assets	$1,705,885

Compensation

Key Employees and Officers	Compensation	Other
Shirley Ludwig (President)	$0	$0

990-PF

Filed on July 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2022

Revenue

$257,052

Expenses

$116,317

Net Income

$140,735

Net Assets

$1,737,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.2%
Interest Revenue	$0
Dividends	$217,157	84.5%
Sales of Assets	$36,658	14.3%
Other Income	$2,737	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58	0.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,737,813
Total Liabilities	$0
Net Assets	$1,737,813

Compensation

Key Employees and Officers	Compensation	Other
Shirley Ludwig (President)	$0	$0

990-PF

Filed on July 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2021

Revenue

$97,671

Expenses

$93,244

Net Income

$4,427

Net Assets

$1,597,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.5%
Interest Revenue	$0
Dividends	$102,137	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58	0.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,597,070
Total Liabilities	$1
Net Assets	$1,597,069

Compensation

Key Employees and Officers	Compensation	Other
Shirley Ludwig (President)	$0	$0

990-PF

Filed on July 25, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2020

Revenue

$177,446

Expenses

$104,565

Net Income

$72,881

Net Assets

$1,576,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$450	0.3%
Interest Revenue	$0
Dividends	$177,740	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,053	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,576,219
Total Liabilities	$1
Net Assets	$1,576,218

Compensation

Key Employees and Officers	Compensation	Other
Shirley Ludwig (President)	$0	$0

990-PF

Filed on July 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$202,139

Expenses

$103,388

Net Income

$98,751

Net Assets

$1,503,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$189,700	93.8%
Sales of Assets	$12,439	6.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,282	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,503,228
Total Liabilities	$0
Net Assets	$1,503,228

Compensation

Key Employees and Officers	Compensation	Other
Shirley Ludwig (President)	$0	$0

990-PF

Filed on Aug. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2018

Revenue

$207,044

Expenses

$225,500

Net Income

-$18,456

Net Assets

$1,374,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,547	75.6%
Sales of Assets	$50,497	24.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,050	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,374,345
Total Liabilities	$0
Net Assets	$1,374,345

Compensation

Key Employees and Officers	Compensation	Other
Shirley Ludwig (President)	$0	$0

990-PF

Filed on June 28, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

$87,788

Expenses

$142,500

Net Income

-$54,712

Net Assets

$1,392,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,756	> 100%
Sales of Assets	-$9,968
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,050	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,392,801
Total Liabilities	$0
Net Assets	$1,392,801

Compensation

Key Employees and Officers	Compensation	Other
William Ludwig (President)	$0	$0
Shirley Ludwig (Secretary)	$0	$0

990-PF

Filed on July 21, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$191,807

Expenses

$133,309

Net Income

$58,498

Net Assets

$1,447,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$146,505	76.4%
Sales of Assets	$45,302	23.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,060	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,447,513
Total Liabilities	$0
Net Assets	$1,447,513

Compensation

Key Employees and Officers	Compensation	Other
William R Ludwig (President)	$0	$0
Shirley Ludwig (Secretary)	$0	$0

990-PF

Filed on July 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2015

Revenue

$260,228

Expenses

$133,291

Net Income

$126,937

Net Assets

$1,389,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,170	19.3%
Interest Revenue	$138,740	53.3%
Dividends	$0
Sales of Assets	$71,318	27.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,060	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,389,014
Total Liabilities	$0
Net Assets	$1,389,014

Compensation

Key Employees and Officers	Compensation	Other
William R Ludwig (President)	$0	$0
Shirley Ludwig (Secretary)	$0	$0

990-PF

Filed on July 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$122,960

Expenses

$60,536

Net Income

$62,424

Net Assets

$1,289,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,143	41.6%
Interest Revenue	$0
Dividends	$71,860	58.4%
Sales of Assets	-$43
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,041	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,289,050
Total Liabilities	$0
Net Assets	$1,289,050

Compensation

Key Employees and Officers	Compensation	Other
William R Ludwig (President)	$0	$0
Shirley Ludwig (Secretary)	$0	$0

990-PF

Filed on Aug. 18, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2013

Revenue

$34,739

Expenses

$73,174

Net Income

-$38,435

Net Assets

$1,226,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.1%
Dividends	$30,425	87.6%
Sales of Assets	$4,287	12.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,068	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,226,626
Total Liabilities	$1
Net Assets	$1,226,625

990-PF

Filed on Nov. 15, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2012

Revenue

$39,335

Expenses

$45,745

Net Income

-$6,410

Net Assets

$1,252,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	76.3%
Interest Revenue	$6	0.0%
Dividends	$27,269	69.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,083	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,252,429
Total Liabilities	$1
Net Assets	$1,252,428

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Ludwig Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $233k (2025)

Expenses $168k (2025)

Total Assets $1.79M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$233k (2025)

Expenses

$168k (2025)

Total Assets

$1.79M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

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2024

Fiscal Year Ending May
2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

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2010

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2009

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2008

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2007

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2005

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2004

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2003

Fiscal Year Ending May
2002