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SUPPORT 5000 YORK SUBURBAN EDUCATION FOUNDATION 1800 HOLLYWOOD DR York PA 17403 PC GENERAL OPERATING SUPPORT 1000 YOU'VE GOT A FRIEND INC PO BOX 1317 WEST TISBURY MA 02575 PC GENERAL OPERATING SUPPORT 1000 6501780 14 2686 14 531629 18 10926487 ROYALTY INCOME 15 8403 GRANT RECOVERIES 01 7821 11477026 11477026 false false false false false false false false false true LUDWIG INSTITUTE FOR 501(C)(4) COMMON DIRECTORS PRICEWATERHOUSECOOPERS LLP 15217 7608 7608 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." FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK DESCRIPTION ENDING BOOK VALUE ENDING FMV BERSHIRE HATHAWAY INC-CL A 7,311,049. 49,122,158. COLUMBIA SLGMN GL TECH-A 31,632,250. 70,437,446. INVESCO S&P SMALL CAP (PSCT) 2,634,883. 9,817,751. ADOBE INC -179,061. -281,745. APPLE INC -277,012. -178,710. BLACKROCK INC -200,390. -211,825. BROADCOM INC -246,084. -58,725. COINBASE GLOBAL INC -362,927. -222,780. COINBASE GLOBAL INC -499,130. -675,000. DOCUSIGN INC -306,476. -1,200,600. ELECTRONIC ARTS INC -390,831. -460,785. FEDEX CORP -165,115. -180,300. FEDEX CORP -292,708. -5,100. GOLDMAN SACHS GROUP INC -262,113. -314,685. GOLDMAN SACHS GROUP INC -292,004. -295,240. JPMORGAN CHASE & CO -196,999. -223,095. JPMORGAN CHASE & CO -225,194. -282,500. MERK & CO INC -169,868. -105,534. ---------- ---------- INVESTMENTS - CORPORATE STOCK 37,512,268. 124,680,732. ============ ============ FORM 990-PF, PART VI-A, LINE 3 FORM 990-PF, PART VI-A, LINE 3 THE FOUNDATION'S NAME WAS CHANGED FROM "THE LUDWIG FAMILY FOUNDATION, INC." TO "CAROL AND GENE LUDWIG FAMILY FOUNDATION" EFFECTIVE AS OF APRIL 29, 2021. A CONFORMED COPY OF THE ARTICLES OF AMENDMENT OF DOMESTIC NONPROFIT CORPORATION HAS ALREADY BEEN PROVIDED TO THE INTERNAL REVENUE SERVICE AND, AS OF THE DATE OF FILING OF THIS 2021 FORM 990-PF, RETURN OF PRIVATE FOUNDATION OR SECTION 4947(A)(1) TRUST TREATED AS PRIVATE FOUNDATION, THE FOUNDATION'S NEW NAME ALREADY IS REFLECTED ON THE IRS EXEMPT ORGANIZATIONS BUSINESS MASTER FILE EXTRACT. JPM MANAGED INCOME FD-USD-L 8272247 8256702 SEE GENERAL EXPLANATION ATCH 37512268 124680732 SFRE AT COST 99950 92691 GATEHOUSE BIO, INC. 425000 425000 ARNOLD & PORTER KAYE SCHOLER 125280 31227 94053 COVINGTON & BURLING LLP 234 234 LISEP PROGRAM EXPENSES 21990 0 0 21990 INSURANCE 15380 4614 0 10766 PAYROLL & ADMINISTRATIVE FEES 3500 0 0 3500 TECHNOLOGY 74954 0 0 74954 MISCELLANEOUS 5205 0 5205 ROYALTY INCOME 8403 8403 GRANT RECOVERIES 7821 OTHER LIABILITIES 427468 387 LEADERFIT, LLC (CONSULTING) 112717 0 112717 FEDERAL EXCISE TAX 100000 LUDWIG INSTITUTE FOR SHARED ECON PROSP 801 17TH ST NW STE 430 WASHINGTON DC 20006 861970328 LUDWIG INSTITUTE FOR SHARED ECON. PROSP. IS NOT AN EXCESS BUSINESS HOLDING. 0 0