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Nonprofit · EIN 04-3448695

LUDES FAMILY FOUNDATION

Also known as LUDES JOHN T TTEE

Tax-exempt · MARION, MA 02738

Financials

−$14K$161K2022$178K$162K2023$199K$177K2024
Revenue Expenses · by fiscal year end
Financials of LUDES FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$198,918$176,669$22,249$1,306,249$0$1,306,249
December 31, 2023990-PF$177,892$162,447$15,445$1,284,000$0$1,284,000
December 31, 2022990-PF-$13,927$160,518-$174,445$1,268,555$0$1,268,555
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$47,222
Interest
$276
Net gain from sales of assets
$151,420

Expenses

Grants and similar amounts paid
$139,000
Compensation of officers, directors and key employees
$7,500
Disbursements for charitable purposes
$146,570
Excise tax on investment income
$2,402

Balance sheet and other

Total assets, start of year
$1,284,000
Total assets, end of year
$1,306,249
Total liabilities, end of year
$0
Net assets, end of year
$1,306,249
Fair market value of assets
$2,827,779
Qualifying distributions
$146,570
Net investment income
$198,918

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LAURA J LUDES
124 STATE ST, PORTSMOUTH, NH 03801
EXECUTIVE DI0$7,500
JOHN LUDES
57 WATER STREET, MARION, MA 02738
TRUSTEE0$0
DORIS LUDES
57 WATER STREET, MARION, MA 02738
TRUSTEE0$0
SHARON J GIBLIN
11 HILLER ST PO BOX 389, MARION, MA 02738
TRUSTEE0$0
GREG H LUDES
124 STATE ST, PORTSMOUTH, NH 03801
TRUSTEE0$0
JOHN T LUDES JR
36 ANCHORAGE COURT, BRISTOL, RI 02809
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
John Ludes
57 Water Street, Marion, MA 02738
Trustee0$0
Doris Ludes
57 Water Street, Marion, MA 02738
Trustee0$0
Sharon J Giblin
11 Hiller St PO Box 389, Marion, MA 02738
Trustee0$0
Greg H Ludes
124 State St, Portsmouth, NH 03801
Trustee0$0
John T Ludes Jr
36 Anchorage Court, Bristol, RI 02809
Trustee0$0
Laura J Ludes
124 State St, Portsmouth, NH 03801
Executive Dir.0$0
990-PF for the year ended December 31, 2022: 6 people
NameTitleHours / weekCompensation
John Ludes
57 Water Street, Marion, MA 02738
Trustee0$0
Doris Ludes
57 Water Street, Marion, MA 02738
Trustee0$0
Sharon J Giblin
11 Hiller St PO Box 389, Marion, MA 02738
Trustee0$0
Greg H Ludes
30 Beach Hill Rd PO Box 822, New Castle, NH 03854
Trustee0$0
John T Ludes Jr
36 Anchorage Court, Bristol, RI 02809
Trustee0$0
Laura J Ludes
30 Beach Hill Rd PO Box 822, New Castle, NH 03854
Executive Dir.0$0

Address and contacts

Address (IRS master file)
PO BOX 417, MARION, MA 02738-0007
In care of
% JOHN T LUDES
Signed the 990-PF
SHARON J GIBLIN, TRUSTEE
Phone
(508) 748-0800
Return prepared by
BEACON ADVISORS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3448695
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,306,249
Income (IRS master file)
$282,002

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$198,918$176,669$1,306,249IRS
990-PFDecember 2023$177,892$162,447$1,284,000XML
990-PFDecember 2022-$13,927$160,518$1,268,555XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3448695).

Questions about LUDES FAMILY FOUNDATION

What is the EIN of LUDES FAMILY FOUNDATION?
The employer identification number (EIN) of LUDES FAMILY FOUNDATION is 04-3448695.
Is LUDES FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to LUDES FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUDES FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LUDES FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LUDES FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LUDES FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $7,500 (LAURA J LUDES, EXECUTIVE DI).
How much revenue does LUDES FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $198,918, expenses of $176,669 and total assets of $1,306,249 at year end.

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