Wm M & Vera V Ludwig Trust
DALLAS, TX EIN: 59-7016286
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$992K
+3.9% YoY
Annual Giving
$47K
+26.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$47K
+26.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $992,482 | $955,385 | $980,741 |
| Revenue | $104,644 | $29,461 | $-23,544 |
| Expenses | $66,503 | $54,428 | $75,836 |
| Qualifying Distributions | $54,283 | $43,759 | $59,742 |
| Net Investment Income | $91,760 | $15,653 | $8,576 |
| Distributable Amount | $55,220 | $50,762 | $51,605 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Wm M & Vera V Ludwig Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $15,969 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Connecticut $232K (100%)
States
Cities
Cheshire
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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