John and Mildred Ludlum Char Fdn

Private foundation · Grantmaker Orlando, FL EIN: 38-6869504

John and Mildred Ludlum Char Fdn is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 5 grants totaling $45K. Net investment income was $93K.

Key facts about John and Mildred Ludlum Char Fdn

In short: John and Mildred Ludlum Char Fdn gave $45K across 5 grants in 2025 (avg $9K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.

EIN
38-6869504
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$45,131
Grants made (2025)
5
Average grant
$9,026
Median grant
$6,454
Total assets
$1,319,160
Primary geography
West Virginia (57% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+3.4% YoY

Annual Giving

$45K

+31.9% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$9K

+31.9% YoY

Under IRS private-foundation payout rules, John and Mildred Ludlum Char Fdn reported a distributable amount of $71K for 2025 — the minimum it must pay out in qualifying distributions.

How John and Mildred Ludlum Char Fdn gives

  • Giving fell 35% from 2022 to 2025. Method
  • In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

MorgantownColumbusEaston

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K5 grants2019 5 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $34K (2024) to $69K (2022). In 2025 it made 5 grants totaling $45K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

The Foundation of Monongalia General Hospital: $13KThe Foundation of MonongaliaGeneral Hospital$13KDelta Gamma Foundation: $13KDelta Gamma Foundation$13KLafayette College Development Office: $6KLafayette College DevelopmentOffice$6KService League of Morgantown: $6KService League of Morgantown$6KMorgantown Rotary Club Fdn Inc: $6KMorgantown Rotary Club Fdn Inc$6K

The largest 2025 recipient was The Foundation of Monongalia General Hospital ($13K). Together the top 5 received $45K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Foundation of Monongalia General Hospital Morgantown, WVGeneral Operating$12,907
Delta Gamma Foundation Columbus, OHGeneral Operating$12,862
Lafayette College Development Office Easton, PAGeneral Operating$6,454
Service League of Morgantown Morgantown, WVGeneral Operating$6,454
Morgantown Rotary Club Fdn Inc Morgantown, WVGeneral Operating$6,454

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,319,160$1,276,192$1,259,181
Revenue$101,828$72,357$304,841
Expenses$58,664$55,780$62,015
Qualifying Distributions$52,464$41,649$55,156
Net Investment Income$93,079$66,041$297,637
Distributable Amount$70,661$67,293$57,086

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  3. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)

Leadership & Key People

Officers and directors from IRS filings

John and Mildred Ludlum Char Fdn's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $19K (2021) → $12K (2025)

Former officers (2)
  • Former: Truist Bank FKA Branch Banking AND (2020) — Trustee
  • Former: Branch Banking AND Trust Company (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Truist Bank — Trustee: $12KTruist BankTrustee$12K

The highest reported compensation on the 2025 filing was $12K, to Truist Bank (Trustee).

Frequently asked questions about John and Mildred Ludlum Char Fdn

How much does John and Mildred Ludlum Char Fdn give each year?

John and Mildred Ludlum Char Fdn gave $45K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 5 grants.

What is John and Mildred Ludlum Char Fdn's typical grant size?

John and Mildred Ludlum Char Fdn's median grant in 2025 was $6,454, and its average grant was $9,026, across 5 grants on its 2025 IRS Form 990-PF.

Where does John and Mildred Ludlum Char Fdn give grants?

John and Mildred Ludlum Char Fdn gives mostly in West Virginia: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Ohio (28%) and Pennsylvania (14%). The most frequent recipient cities were Morgantown, WV (3 grants).

Does John and Mildred Ludlum Char Fdn give general operating support?

Yes: 100% of John and Mildred Ludlum Char Fdn's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are John and Mildred Ludlum Char Fdn's largest grantees?

John and Mildred Ludlum Char Fdn's largest 2025 grantees include The Foundation of Monongalia General Hospital ($12,907), Delta Gamma Foundation ($12,862) and Lafayette College Development Office ($6,454), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.

How large is John and Mildred Ludlum Char Fdn?

John and Mildred Ludlum Char Fdn reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $71K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is John and Mildred Ludlum Char Fdn's EIN?

John and Mildred Ludlum Char Fdn's EIN (Employer Identification Number) is 38-6869504. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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