CAROL AND GENE LUDWIG FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAROL AND GENE LUDWIG FAMILY FOUNDATION (EIN 56-2305290)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349105033
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:57:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562305290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL AND GENE LUDWIG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAROL & GENE LUDWIG FAMILY F | InCareOfNm |
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 2023151815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PENNSYLVANIA AVE NW Suite 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LUDWIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023151815 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | LUDWIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $169,930,632 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28,907 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,907 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $831,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $831,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,258,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,906,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,258,147 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,119,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,119,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $312,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $312,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $112,440 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $112,440 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $153,791 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $106,672 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,119 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,264 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $890 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $890 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $140,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11,400 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,400 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $105,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $868,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $610,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,360,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,360,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,228,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,970,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,109,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,001,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,500,189 | CashBOYAmt |
| Cash EOY | $968,708 | CashEOYAmt |
| Cash EOYFMV | $968,708 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,079,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,375,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,588,568 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,512,268 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,208,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,639,987 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,272,247 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,361,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,349,180 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $524,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,865,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,384,189 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $118,889,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,779,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,930,632 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $387 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$312 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $387 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$312 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $118,889,087 | RetainedEarningBOYAmt |
| Retained Earning EOY | $117,780,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,889,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,780,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,889,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,779,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,889,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,109,073 | ExcessRevenueOverExpensesAmt |
| Subtotal | $117,780,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $117,780,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $46,418,034 | $40,015,857 | $7,769,607 | $6,402,177 |
| LTCG DISTRIBUTIONS | $1,488,540 | $1,488,540 | $1,488,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,258,147 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139,024 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139,024 | SubtotalAmt |
| Tax Based On Investment Income | $139,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $149,509 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $43,750 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $193,259 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $86 | EsPenaltyAmt |
| Overpayment | $54,149 | OverpaymentAmt |
| Applied To ES Tax | $54,149 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LUDWIGFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL & GENE LUDWIG FAMILY FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023151815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PENNSYLVANIA AVE NW STE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | LU | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL LUDWIG | ||||||||
| 1700 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PRESIDENT/SECRETARY/DIRECTOR | 10.0 | $0 | $0 | $0 |
| EUGENE A LUDWIG | ||||||||
| 1700 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | VP/TREASURER/DIRECTOR | 2.0 | $0 | $0 | $0 |
| ROBERT B BARNETT ESQ | ||||||||
| 1700 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | DIRECTOR | 0.1 | $0 | $0 | $0 |
| CATHERINE KAPLUN | ||||||||
| 1700 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | EXECUTIVE DIRECTOR | 20.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| MEGHAN BEHNKE | |||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | EDU PROGRAM OFFICER | 40.0 | $122,000 | $26,939 |
| DIANA SHINEMAN GUSTAFSSON | |||||||
| 801 17TH ST NW STE 430 | WASHINGTON | DC | 20006 | MED PROGRAM DIRECTOR | 40.0 | $190,000 | $78,442 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & PORTER KAYE SCHOLER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $91,500 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE LUDWIG INSTITUTE FOR SHARED ECONOMIC PROSPERITY'S MISSION IS TO IMPROVE THE ECONOMIC WELL-BEING OF MIDDLE- AND LOWER-INCOME AMERICANS THROUGH RESEARCH AND EDUCATION. | Description1Txt |
| Description2 | LISEP STRIVES TO USE ECONOMIC RESEARCH TO BETTER UNDERSTAND ECONOMIC GROWTH AND PROSPERITY AS THEY ARE ACTUALLY EXPERIENCED BY INDIVIDUALS FROM ALL WALKS OF LIFE. | Description2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $108,980,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,551,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,531,812 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,531,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,707,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $177,823,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,891,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,891,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139,024 | TotalTaxAmt |
| Distributable Before Adj | $8,752,168 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,752,168 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,752,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,970,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,970,773 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,752,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,421,758 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $10,970,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,421,758 | AppliedToYear1Amt |
| Applied To Current Year | $8,752,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $796,847 | RemainingDistriFromCorpusAmt |
| Total Corpus | $796,847 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $796,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $796,847 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL LUDWIG | ContributingManagerNm |
| Contributing Manager | EUGENE LUDWIG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Advocates for Children of New York | ||||||
| 151 West 30th Street | New York | NY | 10001 | PC | General Operating Support - Gala | $100,000 |
| American Cancer Society | ||||||
| 3380 Chastain Meadows Parkway NW | Kennesaw | GA | 301440101 | PC | General Operating Support - General | $5,000 |
| American Friends of New College | ||||||
| 5 Great Valley Pkwy Ste 210 | Malvern | PA | 19355 | PC | Higher Education | $100,000 |
| American Writers Museum Foundation | ||||||
| 180 N Michigan Avenue | Chicago | IL | 60601 | PC | General Operating Support - End of Year | $3,500 |
| Beyond 12 | ||||||
| 1625 Clay Street Suite 100 | Oakland | CA | 94612 | PC | Strategic - College Persistence | $125,000 |
| Big Brothers Big Sisters of New York City | ||||||
| 40 Rector Street | New York | NY | 10006 | PC | General Operating Support - Gala | $10,000 |
| Big Life Foundation USA | ||||||
| 1715 North Heron Drive | Ridgefield | WA | 98642 | PC | General Operating Support - General | $60,000 |
| Bishop John T Walker School for Boys | ||||||
| 1801 Mississippi Avenue SE | Washington | DC | 20020 | PC | General Operating Support - General | $10,000 |
| Boston University | ||||||
| 595 Commonweatlh Avenue | Boston | MA | 02215 | PC | Early Career | $87,500 |
| Bottom Line | ||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | PC | Strategic - College Persistence | $75,000 |
| Boys and Girls Clubs of America | ||||||
| PO Box 117431 | Atlanta | GA | 30368 | PC | General Operating Support - Gala | $10,000 |
| Bread for the City | ||||||
| 1525 7th Street NW | Washington | DC | 20001 | PC | General Operating Support - End of Year | $20,000 |
| Bright Beginnings | ||||||
| 3418 4th Street SE | Washington | DC | 20032 | General Operating Support - End of Year | $10,000 | |
| Bryn Mawr College | ||||||
| 101 North Merion Ave | Bryn Mawr | PA | 19010 | PC | General Operating Support - End of Year | $30,000 |
| Calvary Women's Services | ||||||
| 1217 Good Hope Rd SE | Washington | DC | 20020 | PC | General Operating Support - End of Year | $15,000 |
| Cape Fear Collective | ||||||
| PO Box 7746 | Wilmington | NC | 28406 | PC | General Operating Support - End of Year | $25,000 |
| Capital Area Food Bank | ||||||
| 4900 Puerto Rico Ave NE | Washington | DC | 20017 | PC | General Operating Support - End of Year | $10,000 |
| Charles R Drew University of Medicine and Science | ||||||
| 1731 E 120th Street | Los Angeles | CA | 90059 | PC | General Operating Support - General | $167,000 |
| CityWorks DC | ||||||
| 600 New Hampshire Avenue NW | Washington | DC | 20037 | PC | Strategic - Career & Workforce Readiness | $50,000 |
| Cleveland Clinic | ||||||
| PO Box 931517 | Cleveland | OH | 44193 | PC | General Operating Support - General | $100,000 |
| Coalition for the Homeless | ||||||
| 129 Fulton Street | New York | NY | 10038 | PC | General Operating Support - End of Year | $15,000 |
| Collegiate Directions Inc | ||||||
| 4827 Rugby Avenue | Bethesda | MD | 20814 | PC | General Operating Support - End of Year | $4,000 |
| Columbia University | ||||||
| 630 West 168th Street | New York | NY | 10032 | PC | General Operating Support - Gala | $25,000 |
| Columbia University | ||||||
| 630 West 168th Street | New York | NY | 10032 | PC | Strategic - Institutional Partnerships | $1,030,000 |
| DC Bar Pro Bono Center | ||||||
| 901 4th Street NW | Washington | DC | 20001 | PC | General Operating Support - Gala | $1,000 |
| EduTutor of Virginia Inc | ||||||
| 801 Ridge Drive | McLean | VA | 22101 | PC | General Operating Support - General | $10,000 |
| Ethical Culture Fieldston School | ||||||
| 33 Central Park West | New York | NY | 10023 | PC | General Operating Support - End of Year | $25,000 |
| Ethos Discovery | ||||||
| PO Box 1342 | Westborough | MA | 01581 | PC | General Operating Support - General | $50,000 |
| Fisher House Foundation | ||||||
| 12300 Twinbrook Parkway Suite 410 | Rockville | MD | 20852 | PC | General Operating Support - End of Year | $7,500 |
| Folger Shakespeare Library | ||||||
| 201 East Capitol St SE | Washington | DC | 20003 | PC | General Operating Support - Gala | $10,000 |
| Folger Shakespeare Library | ||||||
| 201 East Capitol St SE | Washington | DC | 20003 | PC | General Operating Support - End of Year | $2,500 |
| Free Minds Book Club & Writing Workshop | ||||||
| 1816 12th St NW | Washington | DC | 20009 | PC | General Operating Support - End of Year | $4,000 |
| Friendship Place | ||||||
| 3655 Calvert Street NW | Washington | DC | 20007 | PC | General Operating Support - End of Year | $7,500 |
| Harbor Homes of Martha's Vineyard | ||||||
| PO Box 4795 | Vineyard Haven | MA | 02568 | PC | General Operating Support - General | $20,000 |
| Harvard Medical School | ||||||
| PO Box 419720 | Boston | MA | 02241 | PC | Strategic | $1,113,054 |
| Horton's Kids | ||||||
| 2233 Hunter Place Southeast | Washington | DC | 20020 | PC | General Operating Support - End of Year | $5,000 |
| Humane Rescue Alliance | ||||||
| 71 Oglethorpe St NW | Washington | DC | 20011 | PC | General Operating Support - End of Year | $20,000 |
| Institute for Sustainable Communities (ISC) | ||||||
| 535 Stone Cutters Way | Montpelier | VT | 05602 | PC | General Operating Support - End of Year | $2,500 |
| International Refugee Assistance Project | ||||||
| PO Box 21917 | New York | NY | 10087 | PC | General Operating Support - General | $2,500 |
| Island Grown Initiative | ||||||
| PO Box 622 | Vineyard Haven | MA | 02568 | PC | General Operating Support - End of Year | $32,500 |
| Joseph Robert Shaw Foundation (Joey's Foundation) | ||||||
| 5117 52nd Street Northwest | Washington | DC | 20016 | PC | General Operating Support - End of Year | $1,500 |
| Kellermann Foundation | ||||||
| PO Box 832809 | Richardson | TX | 75083 | PC | General Operating Support - End of Year | $80,000 |
| Kennedy Center | ||||||
| PO Box 101510 | Arlington | VA | 22210 | PC | General Operating Support - General | $4,000 |
| KIPP DC | ||||||
| 2600 Virginia Avenue NW Suite 900 | Washington | DC | 20037 | PC | General Operating Support - General | $7,500 |
| KIPP DC | ||||||
| 2600 Virginia Avenue NW Suite 900 | Washington | DC | 20037 | PC | Strategic | $240,000 |
| Lieber Institute for Brain Development | ||||||
| 855 N Wolfe St Ste 323 | Baltimore | MD | 21205 | PC | Established Researcher | $300,000 |
| Martha's Table | ||||||
| PO Box 70970 | Washington | DC | 20024 | PC | General Operating Support - End of Year | $50,000 |
| Martha's Vineyard Agricultural Society | ||||||
| PO BOX 73 | WEST TISBURY | MA | 02575 | PC | General Operating Support - End of Year | $2,500 |
| Martha's Vineyard Community Foundation | ||||||
| PO Box 243 | West Tisbury | MA | 02575 | PC | General Operating Support - End of Year | $10,000 |
| Martha's Vineyard Community Services | ||||||
| 111 Edgartown Road | Vineyard Haven | MA | 02568 | PC | General Operating Support - End of Year | $100,000 |
| Martha's Vineyard Hospital | ||||||
| PO Box 1477 | Oak Bluffs | MA | 02557 | PC | General Operating Support - End of Year | $10,000 |
| Memorial Sloan Kettering | ||||||
| 1275 York Avenue | New York | NY | 10065 | PC | General Operating Support - General | $1,500 |
| Miriam's Kitchen | ||||||
| 2410 Virginia Ave NW | Washington | DC | 20037 | PC | General Operating Support - End of Year | $15,000 |
| MIT Picower Institute for Learning and Memory | ||||||
| 43 Vassar Street Building 46 | Cambridge | MA | 02139 | PC | Strategic | $603,750 |
| MV Youth | ||||||
| PO Box 65 | Chilmark | MA | 02535 | PC | General Operating Support - End of Year | $10,000 |
| National Academy Foundation | ||||||
| 218 West 40th Street | New York | NY | 10018 | PC | General Operating Support - Gala | $75,000 |
| National Academy Foundation | ||||||
| 218 West 40th Street | New York | NY | 10018 | PC | Strategic - Career & Workforce Readiness | $109,904 |
| National Academy of Social Insurance | ||||||
| 1441 L Street NW | Washington | DC | 20005 | PC | General Operating Support - Gala | $15,000 |
| National Capital Poison Center | ||||||
| 3201 New Mexico Ave | Washington | DC | 20016 | PC | General Operating Support - End of Year | $3,500 |
| National Gallery of Art | ||||||
| 2000B South Club Drive | Landover | MD | 20785 | PC | General Operating Support - End of Year | $3,000 |
| National Homelessness Law Center | ||||||
| 2000 M St | Washington | DC | 20036 | PC | General Operating Support - End of Year | $2,500 |
| New Futures | ||||||
| 609 H Street NE | Washington | DC | 200027184 | PC | Strategic - College Persistence | $40,000 |
| Partnership for Public Service | ||||||
| 600 14th Street Northwest Suite 600 | Washington | DC | 20005 | PC | General Operating Support - Gala | $10,000 |
| Paul Taylor Dance Foundation | ||||||
| 551 Grand Street | New York | NY | 10002 | PC | General Operating Support - Gala | $15,000 |
| Planned Parenthood of Metropolitan Washington DC | ||||||
| 1225 4th Street Northeast | Washington | DC | 20002 | PC | General Operating Support - General | $20,000 |
| Queen Anne's County Mental Health Committee | ||||||
| PO Box 183 | Queenstown | MD | 21658 | PC | General Operating Support - End of Year | $1,000 |
| Safe Horizon | ||||||
| 2 Lafayette Street | New York | NY | 10007 | PC | General Operating Support - End of Year | $2,500 |
| Sheriff's Meadow | ||||||
| PO Box 1088 | Vineyard Haven | MA | 02568 | PC | General Operating Support - End of Year | $50,000 |
| SOME (So Others Might Eat) | ||||||
| 71 O St NW | Washington | DC | 20001 | PC | General Operating Support - End of Year | $75,000 |
| Stanford University | ||||||
| 326 Galvez Street | Stanford | CA | 94305 | PC | Early Career | $262,500 |
| Teach for America | ||||||
| PO Box 77286 | Washington | DC | 20013 | PC | General Operating Support - Gala | $10,000 |
| The Dian Fossey Gorilla Fund International | ||||||
| 800 Cherokee Avenue Southeast | Atlanta | GA | 30315 | PC | General Operating Support - General | $50,000 |
| United States Veterans Initiative | ||||||
| 800 W 6th Street Suite 1505 | Los Angeles | CA | 90017 | PC | General Operating Support - End of Year | $20,000 |
| University of California San Francisco Foundation | ||||||
| PO Box 45339 | San Francisco | CA | 94145 | PC | General Operating Support - General | $680,933 |
| University of California San Diego | ||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | PC | Medical - Community | $7,500 |
| USTA Foundation Incorporated | ||||||
| 2500 Westchester Avenue Suite 411 | Purchase | NY | 10577 | PC | Strategic | $75,000 |
| Vital Voices | ||||||
| 1509 16th Street NW | Washington | DC | 20036 | PC | General Operating Support - Gala | $10,000 |
| Washington University | ||||||
| 1082 One Brookings Drive | Saint Louis | MO | 63130 | PC | Strategic | $618,125 |
| Yale Law School | ||||||
| 157 Church St | New Haven | CT | 06510 | PC | Strategic | $3,000,000 |
| Yale School of Medicine | ||||||
| PO Box 7612 | New Haven | CT | 06509 | PC | Strategic - Early Career | $143,176 |
| Yale School of Medicine | ||||||
| PO Box 7612 | New Haven | CT | 06510 | PC | Strategic - Established Researcher | $223,848 |
| York Suburban Education Foundation | ||||||
| 1800 Hollywood Drive | York | PA | 17403 | PC | General Operating Support - End of Year | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,360,290 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,907 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $831,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,258,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,119,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,119,372 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| LUDWIG INSTITUTE FOR | |
| 501(C)(4) | COMMON DIRECTORS |
| LUDWIG INSTITUTE FOR | |
| 501(C)(3) | COMMON DIRECTORS |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC US TAX LLP | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $11,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PURSUANT TO THE DISTRICT OF COLUMBIA OFFICE OF TAX AND REVENUE OTR NOTICE 2009-01, EFFECTIVE DECEMBER 12, 2008, DISTRICT OF COLUMBIA NONPROFITS ARE NO LONGER REQUIRED TO FILE FORM 990 (AND THE FEDERAL FORM 990-PF AS CONFIRMED WITH THE DC OFFICE OF TAX AND REVENUE). THE NOTICE STATES THAT "THE REQUIREMENT WAS ELIMINATED TO EASE THE ADMINISTRATIVE BURDEN ON BOTH THE AGENCY AS WELL AS NONPROFIT ORGANIZATIONS. THE INFORMATION ON FORM 990-PF IS AVAILABLE TO THE OFFICE OF TAX AND REVENUE FROM OTHER SOURCES." | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK | FormAndLineReferenceDesc |
| Medium Explanation | DESCRIPTION ENDING BOOK VALUE ENDING FMV ADOBE INC 2,844,938. 1,817,262. BERKSHIRE HATHAWAY INC-CL A 4,930,695. 39,840,432. COINBASE GLOBAL INC -CLASS A 4,955,030. 1,090,012. COLUMBIA SLGMN GL TECH-A 20,079,779. 37,766,710. DOCUSIGN INC 2,693,524. 665,040. FEDEX CORP 23,624. 17,320. JPMORGAN CHASE & CO 2,469,577. 2,386,980. INVESCO S&P SMALLCAP INFORMATION T 2,634,883. 7,609,361. BROADCOM INC -252,930. -216,720. BROADCOM INC -333,814. -283,520. COINBASE GLOBAL INC -CLASS A -945,960. -990,000. DANAHER CORP -211,450. -261,000. FEDEX CORP -571,299. -786,375. GOLDMAN SACHS GROUP INC -292,004. -220,000. INTUITIVE SURGICAL INC -261,681. -252,590. JPMORGAN CHASE & CO -24,771. -37,125. S & P 500 INDEX -332,904. -356,625. UNITEDHEALTH GROUP INC -196,685. -149,175. ------------ ------------ INVESTMENTS - CORPORATE STOCK 37,208,552. 87,639,987. ============= ============= | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPM MANAGED INCOME FD-USD-L | BondNm |
| EOY Book Value | $8,361,450 | EOYBookValueAmt |
| EOYFMV | $8,349,180 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE GENERAL EXPLANATION ATCH | StockNm |
| EOY Book Value | $37,208,552 | EOYBookValueAmt |
| EOYFMV | $87,639,987 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SFRE | AT COST | $99,950 | $83,304 |
| GATEHOUSE BIO, INC. | AT COST | $425,000 | $425,000 |
| BITKRAFT | AT COST | $3,825,000 | $3,825,000 |
| HOLLYPORT VIII | AT COST | $2,510,767 | $4,046,348 |
| ELIMINATING ENTRY | AT COST | $4,537 | $4,537 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ARNOLD & PORTER LLP | $91,500 | $91,500 |
| SULLIVAN & CROMWELL LLP | $45,000 | $45,000 |
| OTHER | $17,291 | $17,291 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OTHER OPERATING EXPENSE | $106,220 | $106,220 |
| JPM 6000 ACCRUED INCOME ADJ | -$4,537 | -$4,537 |
| PAYROLL & ADMINISTRATIVE FEES | $3,687 | $3,687 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,310 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,310 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $387 | BOYBookValueAmt |
| EOY Book Value | -$312 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SPUTNIK MOMENT | $8,500 | $8,500 |
| ESHEDESIGNS | $180 | $180 |
| GPS IMPACT | $1,584 | $1,584 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $140,000 | Amt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG INSTITUTE FOR SHARED ECON PROSP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PENNSYLVANIA AVE NW STE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861970328 | EIN |
| Desc | LUDWIG INSTITUTE FOR SHARED ECON. PROSP. IS NOT AN EXCESS BUSINESS HOLDING. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |