Ludwick Family Foundation

Palo Alto, CA
Tax-exempt since Feb. 1998
EIN: 77-0472486

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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

$618k (2024)

Expenses

$476k (2024)

Total Assets

$9.49M (2024)

Total Liabilities

$3.7k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$618,163

Expenses

$475,534

Net Income

$142,629

Net Assets

$9,489,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$489	0.1%
Dividends	$222,092	35.9%
Sales of Assets	$395,582	64.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,060	89.0%
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	$9,493,678
Total Liabilities	$3,700
Net Assets	$9,489,978

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President & Ceo)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on Feb. 26, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$268,029

Expenses

$552,621

Net Income

-$284,592

Net Assets

$8,854,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88	0.0%
Dividends	$207,600	77.5%
Sales of Assets	$60,312	22.5%
Other Income	$29	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$514,629	93.1%
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	$8,854,727
Total Liabilities	$21
Net Assets	$8,854,706

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President &)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on March 2, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$209,085

Expenses

$558,674

Net Income

-$349,589

Net Assets

$8,064,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$692	0.3%
Dividends	$163,543	78.2%
Sales of Assets	$44,789	21.4%
Other Income	$61	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$519,900	93.1%
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	$8,064,324
Total Liabilities	$0
Net Assets	$8,064,324

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President &)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on Oct. 4, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$539,477

Expenses

$507,652

Net Income

$31,825

Net Assets

$10,235,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$159,995	29.7%
Sales of Assets	$379,467	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$463,337	91.3%
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	$10,235,234
Total Liabilities	$0
Net Assets	$10,235,234

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President &)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on Feb. 12, 2024

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

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Schedules ▼

PDF XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2020

Revenue

$309,361

Expenses

$481,558

Net Income

-$172,197

Net Assets

$7,944,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.0%
Dividends	$149,240	48.2%
Sales of Assets	$159,840	51.7%
Other Income	$238	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,636	92.1%
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	$7,944,998
Total Liabilities	$1
Net Assets	$7,944,997

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President & Ceo)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on Aug. 6, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$239,363

Expenses

$506,885

Net Income

-$267,522

Net Assets

$8,109,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,021	9.2%
Interest Revenue	$333	0.1%
Dividends	$204,379	85.4%
Sales of Assets	$12,630	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$457,562	90.3%
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	$8,109,062
Total Liabilities	$1
Net Assets	$8,109,061

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President & Ceo)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on April 16, 2020

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

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$2,185,533

Expenses

$453,887

Net Income

$1,731,646

Net Assets

$8,376,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$116,226	5.3%
Interest Revenue	$849	0.0%
Dividends	$308,204	14.1%
Sales of Assets	$1,760,254	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,493	92.2%
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	$8,376,584
Total Liabilities	$0
Net Assets	$8,376,584

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President & Ceo)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on June 22, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$477,326

Expenses

$413,039

Net Income

$64,287

Net Assets

$6,644,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,532	2.0%
Dividends	$150,102	31.4%
Sales of Assets	$235,761	49.4%
Other Income	$81,931	17.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$405,863	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	$6,644,938
Total Liabilities	$0
Net Assets	$6,644,938

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President & Ceo)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on Sept. 11, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$264,923

Expenses

$310,510

Net Income

-$45,587

Net Assets

$6,580,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,095	4.2%
Dividends	$46,411	17.5%
Sales of Assets	$32,535	12.3%
Other Income	$174,882	66.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$309,720	99.7%
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	$6,580,651
Total Liabilities	$0
Net Assets	$6,580,651

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President & Ceo)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on Oct. 11, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$215,227

Expenses

$431,763

Net Income

-$216,536

Net Assets

$6,626,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,076	1.4%
Dividends	$124,299	57.8%
Sales of Assets	$142,115	66.0%
Other Income	-$54,263

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,831	91.0%
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	$6,626,238
Total Liabilities	$0
Net Assets	$6,626,238

Compensation

Key Employees and Officers	Compensation	Other
Worth Z Ludwick (President & Ceo)	$0	$0
Andrew Ludwick (Cfo)	$0	$0
Jocelyn Ludwick (Director)	$0	$0
Theodore Ludwick (Secretary)	$0	$0
Christopher Ludwick (Director)	$0	$0

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990-PF

Filed on Sept. 12, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$122,173

Expenses

$453,903

Net Income

-$331,730

Net Assets

$6,842,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,463	8.6%
Dividends	$118,161	96.7%
Sales of Assets	$0
Other Income	$657	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$358,809	79.0%
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	$6,842,774
Total Liabilities	$0
Net Assets	$6,842,774

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$207,065

Expenses

$311,248

Net Income

-$104,183

Net Assets

$7,174,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,008	2.9%
Dividends	$165,172	79.8%
Sales of Assets	$35,885	17.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$305,488	98.1%
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	$7,174,504
Total Liabilities	$0
Net Assets	$7,174,504

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$81,276

Expenses

$216,109

Net Income

-$134,833

Net Assets

$7,278,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,475	> 100%
Sales of Assets	$0
Other Income	$27,928	34.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,656	90.1%
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	$7,278,687
Total Liabilities	$0
Net Assets	$7,278,687

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,104,536

Expenses

$357,263

Net Income

$747,273

Net Assets

$7,413,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	90.5%
Interest Revenue	$0
Dividends	$81,468	7.4%
Sales of Assets	$0
Other Income	$23,104	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,669	99.6%
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	$7,413,520
Total Liabilities	$0
Net Assets	$7,413,520

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

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Ludwick Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $618k (2024)

Expenses $476k (2024)

Total Assets $9.49M (2024)

Total Liabilities $3.7k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$618k (2024)

Expenses

$476k (2024)

Total Assets

$9.49M (2024)

Total Liabilities

$3.7k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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