Wm M & Vera V Ludwig Trust
Wm M & Vera V Ludwig Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grant totaling $50K. Net investment income was $97K.
Wm M & Vera V Ludwig Trust at a glance
In short: Wm M & Vera V Ludwig Trust gave $50K across 1 grant in 2025 (avg $50K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,355
- +6.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $50,355
- +6.2% vs 2024
- Median grant
- $50,355
- Total assets
- $1,029,767
- +3.8% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wm M & Vera V Ludwig Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cheshire Academy ($50K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Wm M & Vera V Ludwig Trust gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 98% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $38K (2023) to $53K (2022). In 2025 it made 1 grant totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cheshire Academy Cheshire, CT | Unrestricted General | $50,355 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,029,767 | $109,427 | $72,219 | $50,355 | 1 | $57,666 | $96,767 | $59,024 |
| 2024 | $992,482 | $104,644 | $66,503 | $47,395 | 1 | $54,283 | $91,760 | $55,220 |
| 2023 | $955,385 | $29,461 | $54,428 | $37,513 | 1 | $43,759 | $15,653 | $50,762 |
| 2022 | $980,741 | $-23,544 | $75,836 | $53,251 | 1 | $59,742 | $8,576 | $51,605 |
| 2021 | $1,080,139 | $224,802 | $67,928 | $46,729 | 1 | $54,059 | $211,231 | $57,998 |
| 2020 | $922,023 | $72,196 | $63,087 | $46,851 | 1 | — | $61,469 | $49,781 |
Under IRS private-foundation payout rules, Wm M & Vera V Ludwig Trust reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wm M & Vera V Ludwig Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$14K (2020) → $17K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $17K, to Bank of America (Trustee).
Frequently asked questions about Wm M & Vera V Ludwig Trust
How much does Wm M & Vera V Ludwig Trust give each year?
Wm M & Vera V Ludwig Trust gave $50K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 1 grant.
How large is Wm M & Vera V Ludwig Trust?
Wm M & Vera V Ludwig Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $59K (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.
Where does Wm M & Vera V Ludwig Trust operate?
Wm M & Vera V Ludwig Trust has awarded grants in Connecticut.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Wm M & Vera V Ludwig Trust funds
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