2024-11-13T16:06:35-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 50 ROCKEFELLER PLAZA NEW YORK NY 10020 990PF 2023-01-01 383211299 THE LUDY FAMILY FOUNDATION LUDY 4152729116 PO BOX 10998 NEWPORT BEACH CA 92658 ERNEST LUDY PRESIDENT 4152729116 2024-11-13 1 1 CRAIG CAFARO P00960414 2126971000 2024-11-13 2023 2024-10-15 13:58:12Z X 1217530 X X 41021 41021 -116776 222474 0 843 211 -74912 41232 0 0 0 12425 0 12425 3849 3849 0 820 820 0 17094 4669 12425 111000 111000 128094 4669 123425 -203006 36563 6109 9449 9449 176498 69817 69817 911812 465380 670077 0 359084 341939 126432 114115 126248 1220851 1017845 1217530 0 0 X 0 0 0 0 1220851 1017845 1220851 1017845 1220851 1017845 1220851 -203006 0 1017845 0 1017845 PUBLICLY TRADED SECURITIES 208158 213548 -5390 -5390 SALE OF PARTNERSHIP INTEREST P 124565 -124565 -124565 CAPITAL GAIN FROM PASSTHROUGH P 1137 -1137 -1137 CAPITAL GAINS DIVIDENDS P 14316 14316 14316 -116776 508 0 508 0 508 859 0 1000 0 1859 0 1351 1351 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A ERNEST G LUDY 4152729116 PO BOX 10998 NEWPORT BEACH CA 92658 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERNEST G LUDY PO BOX 10998 NEWPORT BEACH CA 92658 PRES/SEC/TREAS 5.00 0 0 0 BENJAMIN LUDY PO BOX 10998 NEWPORT BEACH CA 92658 DIRECTOR 1.00 0 0 0 JASON LUDY PO BOX 10998 NEWPORT BEACH CA 92658 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1026956 142293 0 1169249 0 0 1169249 17539 1151710 57586 57586 508 508 57078 0 57078 0 57078 123425 0 123425 57078 0 0 75558 49418 46680 22755 27410 221821 123425 0 0 0 57078 66347 0 0 288168 0 0 0 0 0 0 75558 212610 49418 46680 22755 27410 66347 ERNEST G LUDY X CLAYTON CHRISTENSEN INSTITUTE 49 WINTER STREET NATICK MA 017601018 N/A PC USING DISRUPTIVE INNOVATION TO ADDRESS SOCIAL SECTOR ISSUES, ESPECIALLY IN HEALTHCARE. 50000 NOTHING TO LOSE FOUNDATION 1041 FOOTHILL DR WINDSOR CA 95492 N/A PC PROVIDE RESOURCES FOR SCHOOLS, INCLUDING COLLEGE TUITION, LAND AND BUILDING SUPPORT, SPORTS CAMPS, MALNUTRITION TREATMENT, AND PUBLIC HEALTH PROGRAM EXPANSION. 10000 STANFORD UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 N/A PC SUPPORT OF THE CLINICAL EXCELLENCE RESEARCH CENTER (CERC) 50000 THE BORGEN PROJECT 2661 NORTH PEARL STREET 442 TACOMA WA 98407 N/A PC GENERAL SUPPORT 1000 111000 0 14 41021 18 -116776 INCOME FROM PASSTHROUGH 14 211 0 TAX REFUND 01 632 0 -74912 0 -74912 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 11200 0 11200 BOOKKEEPING 1225 0 1225 CORPORATE/GOVERNMENT BOND FUNDS 272523 254570 OTHER BOND FUNDS 86561 87369 INTERNATIONAL DEVELOPED EQUITIES 138721 171524 INTERNATIONAL EMERGING EQUITIES 63999 67674 LARGE CAP EQUITIES 220518 378690 SMALL CAP EQUITIES 42142 52189 COMMODITIES AT COST 58250 69861 REAL ESTATE FUNDS AT COST 55334 55856 STYX PARTNERS, L.P. AT COST 531 531 INCOME FROM PASSTHROUGH 211 211 211 TAX REFUND 632 632 INVESTMENT MANAGEMENT FEES 3849 3849 0 FOREIGN TAXES 820 820 0