James Ludke Charitable Trust

WICKENBURG, AZ EIN: 74-2552121

The James Ludke Charitable Trust is a private foundation established in 1989 and located in Wickenburg, Arizona. As a family foundation, it operates as a grantmaking organization that provides funds to nonprofit organizations across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

-1.7% YoY

Annual Giving

$170K

+20.1% YoY

Grant Count

16

-33.3% YoY

Avg Grant Size

$11K

+80.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Trust's primary purpose is to provide funds to grantees. Its funding interests include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The Trust made 22 grants in its most recent fiscal year (2024), with total giving of $170,000.

Grant Range

s:**

Average Grant

amount: approximately $100–$110,000

How to Apply

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Geographic Focus

Where this funder awards grants

The Trust primarily funds organizations in Arizona, Oregon, and Washington.

Grant Distribution by State

10states
+2 more states

Cities

ArlingtonCharlettesvilleCharlottesvilleClairmontClaremontHanoverHillsdaleLos AngelesMcleanMill ValleyPalos Verdes EstatesPalos Verdes PeninsulaPhoenixPortalPortlandProtlandRolling Hills EstatesSan PedroSilver SpringSuperior

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total assets: $2,344,865
  • Total revenues: $132,668
  • Total expenses: $173,324
  • Investment income and dividends: $132,668
  • Number of employees: 0

Year-over-year growth: Investment income increased 12% from 2023 ($118,459) to 2024 ($132,668).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$400K$799K$1M$2M20202021202220232024
Metric202420232022
Total Assets$2,344,865$2,385,521$2,420,779
Revenue$132,668$118,459$679,666
Expenses$173,324$153,717$124,864
Qualifying Distributions$171,400$143,200$110,397
Net Investment Income$130,744$107,942$678,747
Distributable Amount$135,278$139,877$143,645

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$85K$128K$170K20 grants202022 grants202121 grants202224 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

DESERT CABELLEROS$110KGOLDWATER INSTITUTE$15KHILLSDALE COLLEGE$8KDEL WEBB CENTER$5KSOUTH COAST BOTANICAL GA…$5KDARDEN FOUNDATION$4KPHOENIX CHAMBER MUSIC SOC$4KBREAD OF LIFE INTERNATIO…$4KSWAZISERVE$4KCOURTS FOR KIDS$3K

Grant Size Distribution

103 grants across all recorded years

101<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES LUDKEMANAGER0.5
BARBARA REA LUDKEMEMBER0.5
JEANNE HEASLIPMEMBER0.25
JILL B LUDKE DIXONMEMBER0.25
JAMIE DENLERMEMBER0.25

Contact Information

Address: 1415 Jack Burden Road Wickenburg, AZ 85390-3322

Phone: 602-402-1393

Website: www.ludke.org

EIN: 74-2552121

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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