Ludwig Family Foundation in Dallas, Texas (TX)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Texas
| Ludwig Family Foundation | |
| Employer Identification Number (EIN) | 752903645 |
| Name of Organization | Ludwig Family Foundation |
| In Care of Name | Henriette Lydia Ludwig Pres |
| Address | 9400 N Central Expy Ste 910, Dallas, TX 75231-5069 |
| Subsection | Educational Organization |
| Ruling Date | 11/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2009 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $34,336 |
| Form 990 Revenue Amount | $4,301 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Education (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2009
Expenses for 2009
| Analysis of Revenue and Expenses (for 2009) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $4,301 | $160 | $160 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $160 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,141 | |||
| Total expenses and disbursements | $49,227 | $0 | $0 | $44,957 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,270 | $0 | $0 | |
| Contributions, gifts, grants paid | $44,957 | |||
| Excess of revenue over expenses and disbursements | $-44,926 | |||
| Net investment income | $160 | |||
| Adjusted net income | $160 | |||
| Balance Sheets (for 2009) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2009) | |
| Capital gain net income | $4,141 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2009) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $3 |
| Amount to be credited to 2010 estimated tax | $0 |
| Statements Regarding Activities (for 2009) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | Yes |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2009 or the taxable year beginning in 2009? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2009) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2009, did the foundation have any undistributed income for tax year(s) beginning before 2009? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2009) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2009) | |
| Distributable amount | $0 |
| Undistributed Income (for 2009) | |
| Distributable amount for 2009 | $0 |
| Undistributed income for 2009. This amount must be distributed in 2010 | $0 |
| Private Operating Foundations (for 2009) | |||||
| 2009 | 2008 | 2007 | 2006 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Luck & Loessin Collection Tr, Koenig Rodney C Et All Ttee | PO BOX 41629, Austin, TX 78704-0028 | TX | 1997-06 | $4,818 |
| 2 | Luck Family Foundation | 8332 Briar Dr, Dallas, TX 75243-7020 | TX | 2001-03 | $2,433,652 |
| 3 | Luckens-Mcadams Foundation A Texas Nonprofit Corporation | 5904 Lookout Mountain Dr, Austin, TX 78731-3620 | TX | 1997-07 | $22,479 |
| 4 | Lucky Dog Animal Rescue Inc | PO BOX 170895, Arlington, TX 76003-0895 | TX | 2007-08 | $35,601 |
| 5 | Lucky Leash Rescue Inc | PO BOX 19581, Houston, TX 77224-9581 | TX | 2009-02 | $21,244 |
| 6 | Lucky Love Inc | PO BOX 16102, Sugar Land, TX 77496 | TX | 2000-11 | $2,654 |
| 7 | Lucky Mutts Rescue | Po Box 4344, Austin, TX 78765 | TX | 2003-02 | $0 |
| 8 | Luckys Animal Haven | 1900 County Road 411, Alvarado, TX 76009-7495 | TX | 2002-08 | $39,622 |
| 9 | Lucress Watson And Richard Watson Childrens Foundation | PO BOX 277, Franklin, TX 77856-0277 | TX | 2003-10 | $307,248 |
| 10 | Luda Belle Walker Foundation | 803 Jefferson Ave, Lufkin, TX 75904-3725 | TX | 1998-04 | $21,334 |
| 11 | Ludwig Family Foundation | 9400 N Central Expy Ste 910, Dallas, TX 75231-5069 | TX | 2000-11 | $34,336 |
| 12 | Succ Tr U W Luella Kemper Trust | PO BOX 831041, Dallas, TX 75283-1041 | TX | $135,698 | |
| 13 | Lufkin Adult Learning Center Inc | PO BOX 152208, Lufkin, TX 75915-2208 | TX | 1980-09 | $25,815 |
| 14 | Lufkin Angelina County Economic Devlopment Partnership Inc | PO BOX 130, Lufkin, TX 75902-0130 | TX | 1998-10 | $89,927 |
| 15 | Lufkin Band Boosters | PO BOX 342, Lufkin, TX 75902-0342 | TX | 1974-05 | $106,480 |
| 16 | Lufkin Board Of Realtors Inc | 1021 S Chestnut St, Lufkin, TX 75901-4847 | TX | 1978-01 | $91,241 |
| 17 | Lufkin Country Club Inc | 1624 Sayers St, Lufkin, TX 75904-2012 | TX | 1937-05 | $503,542 |
| 18 | Lufkin Educational Broadcasting Foundation | PO BOX 151340, Lufkin, TX 75915-1340 | TX | 1986-05 | $806,753 |
| 19 | Lufkin High School Alumni Association | PO BOX 150837, Lufkin, TX 75915-0837 | TX | 1986-09 | $535,683 |
| 20 | Lufkin Host Lions Clubs Z&oo Railroad Advisory Board Inc | PO BOX 1388, Lufkin, TX 75902-1388 | TX | 1983-11 | $153,363 |
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