Wm M & Vera V Ludwig Trust
Wm M & Vera V Ludwig Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $992K in total assets. In 2024, it awarded 1 grants totaling $47K. Net investment income was $92K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$992K
+3.9% YoY
Annual Giving
$47K
+26.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$47K
+26.3% YoY
Under IRS private-foundation payout rules, Wm M & Vera V Ludwig Trust reported a distributable amount of $55K for 2024 — the minimum it must pay out in qualifying distributions.
About Wm M & Vera V Ludwig Trust
Based on IRS filings
Wm M & Vera V Ludwig Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $992K in total assets. In 2024, it awarded 1 grants totaling $47K. Net investment income was $92K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $992,482 | $955,385 | $980,741 |
| Revenue | $104,644 | $29,461 | $-23,544 |
| Expenses | $66,503 | $54,428 | $75,836 |
| Qualifying Distributions | $54,283 | $43,759 | $59,742 |
| Net Investment Income | $91,760 | $15,653 | $8,576 |
| Distributable Amount | $55,220 | $50,762 | $51,605 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cheshire Academy ($47,395).
| Recipient | Purpose | Amount |
|---|---|---|
| CHESHIRE ACADEMY CHESHIRE, CT | UNRESTRICTED GENERAL | $47,395 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $15,969 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wm M & Vera V Ludwig Trust?
Wm M & Vera V Ludwig Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $992K in total assets as of 2024.
How large is Wm M & Vera V Ludwig Trust?
As of 2024, Wm M & Vera V Ludwig Trust holds $992K in total assets with $105K in annual revenue. It awarded 1 grants totaling $47K in 2024.
Where does Wm M & Vera V Ludwig Trust operate?
Wm M & Vera V Ludwig Trust has awarded grants in Connecticut.
What size grants does Wm M & Vera V Ludwig Trust award?
In 2024, Wm M & Vera V Ludwig Trust awarded 1 grants totaling $47K — an average of about $47K per grant, based on its IRS Form 990 filings.
How much is Wm M & Vera V Ludwig Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wm M & Vera V Ludwig Trust reported a distributable amount of $55K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wm M & Vera V Ludwig Trust's EIN?
Wm M & Vera V Ludwig Trust's EIN (Employer Identification Number) is 59-7016286. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.