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Nonprofit · EIN 04-6663582

LUDCKE FOUNDATION

Also known as STRONG JLT & JONATHAN TTEE

Tax-exempt · BOSTON, MA 02205

Financials

$1.2M$2.7M2023$3.7M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of LUDCKE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,683,846$2,735,815$948,031$30,945,021$0$30,945,021
December 31, 2023990-PF$1,157,528$2,681,992-$1,524,464$30,203,166$0$30,203,166
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,036,030
Net gain from sales of assets
$2,357,945
Other income
$289,871

Expenses

Grants and similar amounts paid
$2,423,340
Compensation of officers, directors and key employees
$224,370
Disbursements for charitable purposes
$2,504,611
Excise tax on investment income
$46,281

Balance sheet and other

Total assets, start of year
$30,203,166
Total assets, end of year
$30,945,021
Total liabilities, end of year
$0
Net assets, end of year
$30,945,021
Fair market value of assets
$40,988,520
Qualifying distributions
$2,504,611
Net investment income
$3,564,667

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
FIDUCIARY TRUST COMPANY
53 STATE STREET, BOSTON, MA 02109
TRUSTEE0$160,370
DOUGLAS R SMITH-PETERSEN
C/O FIDUCIARY TRUST CO BOX 55806, BOSTON, MA 022055806
TRUSTEE0$16,000
RUTH ELLEN FITCH
98 LANCASTER TERRACE, BROOKLINE, MA 02446
TRUSTEE0$16,000
SUZANNE D GULICK
C/O FIDUCIARY TRUST CO BOX 55806, BOSTON, MA 022055806
TRUSTEE0$16,000
ROBERT G HOLDWAY
C/O FIDUCIARY TRUST CO BOX 55806, BOSTON, MA 022055806
TRUSTEE0$16,000
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY
53 STATE STREET, BOSTON, MA 02109
TRUSTEE0$152,138
DOUGLAS R SMITH-PETERSEN
C/O FIDUCIARY TRUST CO BOX 55806, BOSTON, MA 022055806
TRUSTEE0$16,000
RUTH ELLEN FITCH
98 LANCASTER TERRACE, BROOKLINE, MA 02446
TRUSTEE0$16,000
SUZANNE D GULICK
C/O FIDUCIARY TRUST CO BOX 55806, BOSTON, MA 022055806
TRUSTEE0$16,000
ROBERT G HOLDWAY
C/O FIDUCIARY TRUST CO BOX 55806, BOSTON, MA 022055806
TRUSTEE0$12,000
DANIEL S CHEEVER JR
4 ROCKBROOK DRIVE, CAMDEN, ME 04843
TRUSTEE0$8,000

Address and contacts

Address (IRS master file)
PO BOX 55806, BOSTON, MA 02205-5806
In care of
% FIDUCIARY TRUST CO
Signed the 990-PF
FIDUCIARY TRUST COMPANY, TRUSTEE
Phone
(617) 482-5270
Return prepared by
FIDUCIARY TRUST COMPANY

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
04-6663582
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$30,945,021
Income (IRS master file)
$10,701,802

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,683,846$2,735,815$30,945,021XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,157,528$2,681,992$30,203,166XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 04-6663582).

Questions about LUDCKE FOUNDATION

What is the EIN of LUDCKE FOUNDATION?
The employer identification number (EIN) of LUDCKE FOUNDATION is 04-6663582.
Is LUDCKE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to LUDCKE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUDCKE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LUDCKE 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 LUDCKE 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 LUDCKE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $160,370 (FIDUCIARY TRUST COMPANY, TRUSTEE).
How much revenue does LUDCKE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,683,846, expenses of $2,735,815 and total assets of $30,945,021 at year end.

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