Funder DirectoryJAMES LUDKE CHARITABLE TRUST
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Private foundation (trust)EIN 742552121Est. 1990-01

JAMES LUDKE CHARITABLE TRUST

WICKENBURG, AZ 85390

Total Assets

$2.8M

FY 2023

Annual Giving

$142K

FY 2023

Grants Made

24

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$100–$76K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$118K

Total Expenses

$154K

Qualifying Distributions

$143K

Distributable Amount

$140K

Min. Investment Return

$141K

Undistributed Income

$139K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $100 through median $2K to maximum $76K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $142K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

105 grants

DESERT CABELLEROS
$136K
5 grants
GOLDWATER INSTITUTE
$70K
5 grants
WEBB CENTER
$43K
5 grants
HILLSDALE COLLEGE
$35K
5 grants
PHOENIX CHAMBER MUSIC SOC
$25K
5 grants
WICKENBURG HOSPITAL FOUNDATION
$25K
3 grants
OREGON ZOO
$14K
5 grants
OREGON SYMPHONY
$12K
5 grants

Grant Size Distribution

105 grants

<$10K
93
grants
$10–50K
11
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Arizona
$344K
70% of total
Oregon
$39K
8% of total
Michigan
$35K
7% of total
California
$34K
7% of total
Virginia
$17K
3% of total
District of Columbia
$13K
3% of total
New Mexico
$5K
1% of total
Colorado
$5K
1% of total
New Hampshire
$5K
1% of total

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JAMES LUDKE CHARITABLE TRUST — Grants, Financials & Contact | Grantivo