Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE LUDWIG FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)801 17TH STREET NW NO 1100   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20006
A Employer identification number

56-2305290
B Telephone number (see instructions)

(202) 384-1200
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$95,546,274J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 19,101 19,101  
4 Dividends and interest from securities...... 10,996 10,996  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 384,780
b Gross sales price for all assets on line 6a 55,016,179
7 Capital gain net income (from Part IV, line 2)... 384,780
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 414,877 414,877  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,070 33,535   33,535
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 19,509 9,755   9,754
b Accounting fees (attach schedule)....... Click to see attachment 7,921 3,961   3,960
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,480 2,740   2,740
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 404 202   202
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 79,330 39,665   39,665
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 179,714 89,858   89,856
25 Contributions, gifts, grants paid........ 3,129,271 3,129,271
26 Total expenses and disbursements. Add lines 24 and 25 3,308,985 89,858   3,219,127
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,894,108
b Net investment income (if negative, enter -0-) 325,019
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............   133,482 133,482
2 Savings and temporary cash investments.......... 99,781,690 7,012,324 7,012,324
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment11,179,526 11,175,355
b Investments—corporate stock (attach schedule)........ 0 Click to see attachment64,269,123 62,735,829
c Investments—corporate bonds (attach schedule)........ 0 Click to see attachment14,282,066 14,483,974
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment5,310 Click to see attachment5,310
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 99,781,690 96,881,831 95,546,274
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 13,770 18,947
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment372
23 Total liabilities (add lines 17 through 22).......... 13,770 19,319
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 99,767,920 96,862,512
30 Total net assets or fund balances (see page 17 of the
instructions).................... 99,767,920 96,862,512
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 99,781,690 96,881,831
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 99,767,920
2 Enter amount from Part I, line 27a..................... 2 -2,894,108
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 96,873,812
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 11,300
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 96,862,512
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 2000000 SHS AT&T INC.   2013-05-20 2013-10-08
b 2000000 SHS BP CAPITAL MARKETS   2013-02-25 2013-10-08
c 2500000 SHS BOTTLING GROUP LLC   2013-04-08 2013-10-08
d 2000000 SHS COMCAST CORP NEW   2013-02-27 2013-10-08
e 2000000 SHS COMMONWEALTH EDISON   2013-02-28 2013-10-08
2000000 SHS CONOCOPHILLIPS   2013-02-28 2013-10-08
2500000 SHS GENERAL ELEC CAP   2013-05-17 2013-10-08
2000000 SHS GOLDMAN SACHS GRP   2013-02-26 2013-10-08
2000000 SHS JP MORGAN CHASE   2013-02-27 2013-10-08
2000000 SHS MORGAN STANLEY   2013-04-08 2013-10-08
2400000 SHS TIME WARNER CABLE   2013-04-12 2013-10-08
15000000 SHS US TREAS NTS   2013-08-30 2013-10-08
25000 SHS US TREAS NTS   2013-08-30 2013-10-29
1100000 SHS US TREAS NTS   2013-02-20 2013-05-30
3900000 SHS US TREAS NTS   2013-02-20 2013-10-08
2000000 SHS VERIZON WIRELES CAP   2013-02-28 2013-10-08
100000 SHS VERIZON WIRELESS CAP   2013-02-28 2013-11-29
2000000 SHS WACHOVIA CORP   2013-02-28 2013-10-08
1800000 SHS WESPAC BKG CORP   2013-02-27 2013-10-08
310000 SHS WHIRLPOOL CORP   2013-05-21 2013-10-08
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,993,800   2,005,462 -11,662
b 2,091,000   2,090,164 836
c 2,569,475   2,568,691 784
d 2,025,760   2,025,016 744
e 2,006,720   2,006,224 496
2,026,480   2,026,217 263
2,582,400   2,582,064 336
2,059,840   2,057,164 2,676
2,036,460   2,035,977 483
2,035,340   2,031,918 3,422
2,460,840   2,461,677 -837
15,294,676   15,297,389 -2,713
254,657   254,640 17
1,100,082   1,099,789 293
3,901,358   3,899,251 2,107
2,029,400   2,028,838 562
1,008,090   1,007,858 232
2,029,600   2,029,312 288
1,888,488   1,888,100 388
3,234,323   3,235,648 -1,325
387,390     387,390
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -11,662
b       836
c       784
d       744
e       496
      263
      336
      2,676
      483
      3,422
      -837
      -2,713
      17
      293
      2,107
      562
      232
      288
      388
      -1,325
      387,390
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 384,780
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 3,150,073 8,366,418 0.376514
2011 2,062,174 83,789 24.611512
2010 1,606,967 171,963 9.344842
2009 1,156,474 143,340 8.068048
2008 1,165,967 131,552 8.863164
2 Total of line 1, column (d) ...................... 2 51.264080
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 10.252816
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 94,877,354
5 Multiply line 4 by line 3....................... 5 972,760,053
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,250
7 Add lines 5 and 6......................... 7 972,763,303
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,219,127
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,500
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 6,500
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,500
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 11,387
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 25,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,887
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 36
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 30,351
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet30,351 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletELIZABETH CRONSON Telephone no.bullet (202) 370-0448
    Located atbullet801 17TH STREET NW 1100WASHINGTONDC ZIP+4bullet20006
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) 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)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    EUGENE A LUDWIG PRESIDENT
    1.00     		0 0 0
    801 17TH STREET NW 1100
    WASHINGTON,DC20006
    CAROL LUDWIG SECRETARY
    1.00     		0 0 0
    801 17TH STREET NW 1100
    WASHINGTON,DC20006
    EUGENE A LUDWIG TREASURER
    0.00     		0 0 0
    801 17TH STREET NW 1100
    WASHINGTON,DC20006
    ROBERT B BARNETT ESQ DIRECTOR
    0.00     		0 0 0
    725 12TH STREET NW
    WASHINGTON,DC20005
    ELIZABETH CRONSON EXECUTIVE DIRECTOR
    50.00     		67,070 0 0
    801 17TH STREET NW 1100
    WASHINGTON,DC20006
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,743,868
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,500
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,500
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,737,368
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,737,368
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    4,737,368
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 4,737,368
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 1,159,389
    b From 2009....... 1,149,307
    c From 2010....... 1,598,369
    d From 2011....... 2,057,985
    e From 2012....... 2,731,752
    fTotal of lines 3a through e......... 8,696,802
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 3,219,127
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 3,219,127
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 1,518,241 1,518,241
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,178,561
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		7,178,561
    10 Analysis of line 9:
    a Excess from 2009.... 790,455
    b Excess from 2010.... 1,598,369
    c Excess from 2011.... 2,057,985
    d Excess from 2012.... 2,731,752
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    EUGENE A LUDWIG
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE LUDWIG FOUNDATION INC CO ELIZAB
    801 17TH STREET NW 1100
    WASHINGTON,DC20006
    (202) 370-0448
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER EXPLAINING PURPOSE OR REQUEST.
    cAny submission deadlines:
    NO DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE LUDWIG FAMILY FOUNDATION (THE "FOUNDATION") WILL MAKE GRANTS TO A VARIETY OF 501(C)(3) ORGANIZATIONS. THE FOUNDATION WILL MAKE SUCH GRANTS TO ORGANIZATIONS THAT EMPHASIZE FOSTERING EDUCATION AND IMPROVING THE LIVING CONDITIONS OF THE POOR. IN PERFORMING THIS MISSION, THE FOUNDATION WILL GENERALLY ADHERE TO THE FOLLOWING PRIORITIES IN CHOOSING WHICH ORGANIZATIONS RECEIVE GRANTS: (1) ORGANIZATIONS THAT ASSIST IN IMPROVING EDUCATION, ESPECIALLY IN THE GREATER WASHINGTON, D.C. AREA; (2) ORGANIZATIONS THAT ASSIST IN IMPROVING THE LIVING CONDITIONS OF LOW AND MODERATE INCOME FAMILIES AND SEEK TO FULFILL THE NEEDS OF THE HOMELESS AND INDIGENTS; (3) ORGANIZATIONS THAT PROVIDE FUNDING AND SERVICES TO MEDICAL FACILITIES, AS WELL AS ORGANIZATIONS THAT PROVIDE FUNDING FOR RESEARCH INTO CURES FOR LIFE-THREATENING DISEASES; AND (4) TO A LESSER EXTENT, TO ORGANIZATIONS THAT SEEK TO IMPROVE THE MENTAL AND EMOTIONAL WELL-BEING OF THE COMMUNITY BY FOSTERING INTEREST IN THE ARTS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A BETTER CHANCE
    255 WEST 35TH STREET 6TH FLOOR
    NEW YORK,NY10001     		  501(C)(3) 50TH ANNIVERSARY AWARDS DINNER 8,150
    ADVOCATES FOR CHILDREN OF NEW YORK
    151 WEST 30TH STREET 5TH FLOOR
    NEW YORK,NY10001     		  501(C)(3) 2013 SPRING BENEFIT 48,440
    AIDS WALK NEW YORK
    PO BOX 7607
    NEW YORK,NY101167607     		  501(C)(3) UNRESTRICTED 3,000
    ALVIN AILEY AMERICAN DANCE THEATER
    405 WEST 55TH STREET
    NEW YORK,NY100194402     		  501(C)(3) UNRESTRICTED 26,820
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303     		  501(C)(3) MEMORIAL CONTRIBUTION 2,500
    AMERICAN FRIENDS OF NEW COLLEGE LTD
    1200 LIBERTY RIDGE DRIVE SUITE 300
    WAYNE,PA19087     		  501(C)(3) AMERICAN FRIENDS OF NEW COLLEGE 100,000
    AMERICAN INDIA FOUNDATION
    145 WEST 45TH STREET SUITE 300
    NEW YORK,NY10036     		  501(C)(3) 2013 ANNUAL SPRING AWARDS GALA 23,400
    AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES
    1755 MASSACHUSETTS AVE NW STE 700
    WASHINGTON,DC200362121     		  501(C)(3) GLOBAL LEADERSHIP AWARD DINNER 4,550
    AMERICAN JEWISH COMMITTEE
    165 EAST 56 STREET
    NEW YORK,NY10022     		  501(C)(3) MEDIA CAMPAIGN 10,000
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST AT 79TH STREET
    NEW YORK,NY100245192     		  501(C)(3) 21ST ANNUAL CORPORATE DINNER 23,250
    AMERICAN RED CROSS
    2218 PERSHING DRIVE
    AUSTIN,TX78723     		  501(C)(3) DISASTER RELIEF 1,000
    AMERICAN RED CROSS
    PO BOX 4002018
    DES MOINES,IA503402018     		  501(C)(3) OKLAHOMA SPRING STORMS 2013 1,000
    APPLESEED
    727 15TH STREET NW 11TH FLOOR
    WASHINGTON,DC20005     		  501(C)(3) 20TH ANNIVERSARY CELEBRATION 700
    ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    PO BOX 2260
    TEMPE,AZ852802260     		  501(C)(3) INSTITUTE FOR INTERDISCIPLINARY SALIVARY BIOSCIENCE 13,474
    B'NAI B'RITH INTERNATIONAL
    2020 K STREET NW 7TH FLOOR
    WASHINGTON,DC20006     		  501(C)(3) UNRESTRICTED 23,500
    BOSTON UNIVERSITY
    141 BAY STATE ROAD
    BOSTON,MA02215     		  501(C)(3) AFRICAN PRESIDENTIAL ARCHIVES AND RESEARCH CENTER FUND 2,500
    BOYS AND GIRLS CLUB OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309     		  501(C)(3) UNRESTRICTED 15,000
    BRADY CENTER TO PREVENT GUN VIOLENCE
    1225 EYE STREET NW SUITE 1100
    WASHINGTON,DC20005     		  501(C)(3) UNRESTRICTED 5,000
    BRYN MAWR COLLEGE
    101 NORTH MERION AVENUE
    BRYN MAWR,PA19010     		  501(C)(3) THE BRYN MAWR FUND 10,000
    BUILD ON
    PO BOX 16741
    STAMFORD,CT06905     		  501(C)(3) 2013 BUILDON DINNER 2,500
    CALVARY FUND INC
    1740 EASTCHESTER ROAD
    BRONX,NY10461     		  501(C)(3) 30TH ANNUAL CALVARY HOSPITAL AWARDS GALA 47,500
    CAMP DISCOVERY
    79 GOLF CLUB DRIVE
    LANGHORNE,PA190472162     		  501(C)(3) UNRESTRICTED 3,000
    CAREER GEAR
    1 BEEKMAN ST SUITE 301
    NEW YORK,NY10038     		  501(C)(3) UNRESTRICTED 9,200
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEW YORK
    1011 FIRST AVENUE
    NEW YORK,NY10022     		  501(C)(3) 2013 GALA 47,500
    CEREBRAL PALSY INTERNATIONAL RESEARCH FOUNDATION
    445 PARK AVENUE 9TH FLOOR
    NEW YORK,NY10022     		  501(C)(3) VISTA & VISIONS EVENT 7,500
    CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010     		  501(C)(3) UNRESTRICTED 22,500
    CHILDREN'S DEFENSE FUND
    25 E STREET NW
    WASHINGTON,DC20001     		  501(C)(3) 40TH ANNIVERSARY BENEFIT 4,790
    CHURCH OF GOD OF EAST FLATBUSH
    409-15 EAST 95TH STREET
    BROOKLYN,NY11212     		  501(C)(3) UNRESTRICTED 2,000
    CITIZEN'S COMMITTEE FOR CHILDREN OF NEW YORK
    105 EAST 22ND STREET
    NEW YORK,NY10010     		  501(C)(3) SPRING 2013 BENEFIT 28,200
    CITY BAR JUSTICE CENTER
    42 WEST 44TH STREET
    NEW YORK,NY100366689     		  501(C)(3) UNRESTRICTED 5,000
    CITYSEED INC
    817 GRAND AVENUE NO 101
    NEW HAVEN,CT06511     		  501(C)(3) UNRESTRICTED 1,000
    COALITION FOR DEBTOR EDUCATION
    140 WEST 62ND STREET
    NEW YORK,NY10023     		  501(C)(3) UNRESTRICTED 3,500
    COLLEGE SUMMIT NEW YORK
    40 EXCHANGE PLACE SUITE 1202
    NEW YORK,NY10005     		  501(C)(3) UNRESTRICTED 500
    COLLEGE TRACKS
    5126 MANNING DRIVE
    BETHESDA,MD20814     		  501(C)(3) UNRESTRICTED 2,500
    COLLEGIATE DIRECTIONS INC
    4833 RUGBY AVENUE SUITE 301
    BETHESDA,MD20814     		  501(C)(3) UNRESTRICTED 3,500
    COLUMBIA UNIVERSITY COLLEGE OF PHYSICIANS AND SURGEONS
    622 WEST 113TH STREET MALL CODE
    4524
    NEW YORK,NY10025     		  501(C)(3) FRIEDMAN AWARD FUND 250,000
    COMMITTEE FOR ECONOMIC DEVELOPMENT
    2000 L STREET NW SUITE 700
    WASHINGTON,DC20036     		  501(C)(3) 2013 ANNUAL AWARDS PROGRAM 7,500
    COMMITTEE TO PROTECT JOURNALISTS
    330 7TH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		  501(C)(3) 2013 INTERNATIONAL PRESS FREEDOM AWARDS DINNER 5,000
    COMMUNITY COUNCIL FOR THE HOMELESS AT FRIENDSHIP PLACE
    4713 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		  501(C)(3) UNRESTRICTED 5,000
    CONSUMER FEDERATION OF AMERICA
    1620 I STREET NW SUITE 200
    WASHINGTON,DC20006     		  501(C)(3) 43RD ANNUAL AWARDS DINNER 1,000
    CULTURAL TOURISM DC
    1250 H STREET NW 1000
    WASHINGTON,DC20005     		  501(C)(3) EMBASSY CHEF CHALLENGE 2013 2,180
    DC BAR PRO BONO
    1101 K STREET NW SUITE 200
    WASHINGTON,DC20005     		  501(C)(3) 2013 PRESIDENTS' RECEPTION 445
    DOMINICAN UNIVERSITY
    7900 WEST DIVISION STREET
    RIVER FOREST,IL60305     		  501(C)(3) BENEFIT CONCERT, UNDERWRITING 5,000
    ETHICAL CULTURE FIELDSTON SCHOOL
    3901 FIELDSTON ROAD
    BRONX,NY10471     		  501(C)(3) 2012-2013 ANNUAL FUND 10,000
    ETHICAL CULTURE FIELDSTON SCHOOL
    3901 FIELDSTON ROAD
    BRONX,NY10471     		  501(C)(3) 2013-2014 ANNUAL FUND 10,000
    FINANCIAL WOMEN OF SAN FRANCISCO SCHOLARSHIP FUND
    PO BOX 26143
    SAN FRANCISCO,CA94126     		  501(C)(3) SCHOLARSHIP FUND 5,000
    FOLGER SHAKESPEARE LIBRARY
    201 EAST CAPITOL STREET SE
    WASHINGTON,DC20003     		  501(C)(3) EDUCATION GENERAL 15,000
    FOLGER SHAKESPEARE LIBRARY
    201 EAST CAPITOL STREET SE
    WASHINGTON,DC20003     		  501(C)(3) GALA/GENERAL OPERATING 23,560
    FOLGER SHAKESPEARE LIBRARY
    201 EAST CAPITOL STREET SE
    WASHINGTON,DC200031004     		  501(C)(3) DIRECTOR'S CIRCLE/GENERAL OPERATING 10,000
    FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
    570 LEXINGTON AVENUE 5TH FLOOR
    NEW YORK,NY10022     		  501(C)(3) 2013 DISTINGUISHED PUBLIC SERVICE AWARDS 24,285
    FRANKLIN AND MARSHALL COLLEGE
    PO BOX 3003
    LANCASTER,PA176043003     		  501(C)(3) JACOB S. LUDWIG SCHOLARSHIP 258,600
    FREEDOM HOUSE
    1301 CONNECTICUT AVENUE NW SUITE
    400
    WASHINGTON,DC20036     		  501(C)(3) ANNUAL 2013 AWARDS DINNER 5,000
    GEORGE WASHINGTON UNIVERSITY
    2121 I STREET NW
    WASHINGTON,DC20052     		  501(C)(3) THE GW LAW PAUL A. VOLCKER SCHOLARSHIP AWARD FUND 49,250
    GEORGE WASHINGTON UNIVERSITY
    2121 I STREET NW
    WASHINGTON,DC20052     		  501(C)(3) MEDICAL CENTER SUSPENSE FUND 100,000
    GLSEN INC
    90 BROAD STREET 2ND FLOOR
    NEW YORK,NY10004     		  501(C)(3) UNRESTRICTED 22,550
    GREATER NEW YORK COUNCILS EXPLORING DIVISION
    350 FIFTH AVENUE SUITE 7820
    NEW YORK,NY10118     		  501(C)(3) 2013 LAW ENFORCEMENT RECEPTION 2,500
    HAMILTON PARTNERSHIP FOR PATERSON
    32 SPRUCE STREET THIRD FLOOR
    PATERSON,NJ07501     		  501(C)(3) UNRESTRICTED 500
    HARLEM EDUCATIONAL ACTIVITIES FUND INC
    2090 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10027     		  501(C)(3) UNRESTRICTED 1,500
    HAVERFORD COLLEGE
    370 LANCASTER AVENUE
    HAVERFORD,PA19041     		  501(C)(3) ANNUAL FUND 100,000
    HOMELESS PRENATAL PROGRAM
    2500 18TH STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) UNRESTRICTED 15,000
    HONOR THERAPY AND ASSISTANCE DOGS INC
    PO BOX 77108
    CHARLOTTE,NC28271     		  501(C)(3) UNRESTRICTED 5,000
    INSTITUTE FOR SUSTAINABLE COMMUNITIES
    888 17TH STREET NW SUITE 504
    WASHINGTON,DC20006     		  501(C)(3) UNRESTRICTED 2,500
    ISLAND HOUSING TRUST
    PO BOX 779
    WEST TISBURY,MA02575     		  501(C)(3) UNRESTRICTED 2,500
    JOEY PIZZANO MEMORIAL FUND
    1019 CAMERON STREET
    ALEXANDRIA,VA22314     		  501(C)(3) ALL HANDS ON DECK CASINO NIGHT 2,400
    JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH
    615 NORTH WOLFE STREET 5041
    BALTIMORE,MD21205     		  501(C)(3) DR. XIAOBIN WANG RESEARCH 100,000
    JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH
    615 NORTH WOLFE STREET 5401
    BALTIMORE,MD21205     		  501(C)(3) X. WANG RECRUITMENT 50,000
    JUVENUILE LAW CENTER
    1315 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19107     		  501(C)(3) UNRESTRICTED 250
    KENNEDY CENTER
    2700 F STREET NW
    WASHINGTON,DC20566     		  501(C)(3) 2013 ANNUAL KC CIRCLES 2,536
    KING CHAVEZ NEIGHBORHOOD OF SCHOOLS
    415 31ST STREET
    SAN DIEGO,CA92102     		  501(C)(3) UNRESTRICTED 12,500
    LEVINE SCHOOL OF MUSIC
    2801 UPTON STREET NW
    WASHINGTON,DC20008     		  501(C)(3) 2013 GALA 1,000
    MEDGAR AND MRYLIE EVERS INSTITUTE
    PO BOX 13222
    JACKSON,MS39236     		  501(C)(3) 50TH ANNIVERSARY COMMEMORATIVE EVENTS 5,000
    NATIONAL ACADEMY FOUNDATION
    218 WEST 40TH STREET 5TH FLOOR
    NEW YORK,NY10018     		  501(C)(3) 2013 ANNUAL BENEFIT 96,640
    NATIONAL ACADEMY FOUNDATION
    218 WEST 40TH STREET 5TH FLOOR
    NEW YORK,NY10018     		  501(C)(3) 2013 ANNUAL BENEFIT 5,000
    NATIONAL ACADEMY FOUNDATION
    218 WEST 40TH STREET 5TH FLOOR
    NEW YORK,NY10018     		  501(C)(3) FINAL OF 2010 BOARD PLEDGE 100,000
    NATIONAL ACADEMY FOUNDATION
    218 WEST 40TH STREET 5TH FLOOR
    NEW YORK,NY10018     		  501(C)(3) CAPITAL GROWTH CAMPAIGN 250,000
    NATIONAL ACADEMY OF SOCIAL INSURANCE
    1776 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		  501(C)(3) 2013 ROBERT M. BALL AWARD 24,550
    NATIONAL ASIAN AMERICAN COALITION
    1701 PENNSYLVANIA AVE NW STE 300
    WASHINGTON,DC20036     		  501(C)(3) 10TH ANNUAL ECONOMIC DEVELOPMENT CONFERENCE 10,000
    NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY
    1776 MASSACHUSETTS AVE NW STE 200
    WASHINGTON,DC20036     		  501(C)(3) UNRESTRICTED 5,000
    NATIONAL CAPITAL POISON CENTER
    3201 NEW MEXICO AVENUE SUITE 310
    WASHINGTON,DC20016     		  501(C)(3) UNRESTRICTED 35,000
    NATIONAL GALLERY OF ART
    2000B SOUTH CLUB DRIVE
    LANDOVER,MD20785     		  501(C)(3) UNRESTRICTED 2,750
    NATIONAL LAW CENTER ON HOMELESSNESS AND POVERTY
    2000 M STREET NW SUITE 210
    WASHINGTON,DC20036     		  501(C)(3) UNRESTRICTED 5,000
    NATIONAL LOW INCOME HOUSING COALITION
    727 15TH STREET NW 6TH FLOOR
    WASHINGTON,DC20005     		  501(C)(3) UNRESTRICTED 1,250
    NATIONAL MULITPLE SCLEROSIS SOCIETY
    900 S BROADWAY SUITE 200
    DENVER,CO80209     		  501(C)(3) UNRESTRICTED 500
    NATIONAL MUSEUM OF WOMEN IN THE ARTS
    1250 NEW YORK AVENUE NW
    WASHINGTON,DC200053970     		  501(C)(3) LIGHTING THE WAY: CELEBRATING THE BRILLIANCE OF WOMEN IN THE ARTS 5,000
    NATIONAL YIDDISH THEATRE - FOLKSBIENE
    135 WEST 29TH STREET ROOM 504
    NEW YORK,NY10001     		  501(C)(3) ANNUAL GALA 10,000
    NEIGHBORHOOD ECONOMIC DEVELOPMENT ADVOCACY PROJECT
    176 GRAND STREET SUITE 300
    NEW YORK,NY10013     		  501(C)(3) UNRESTRICTED 500
    NEIGHBORHOOD HOUSING SERVICES OF NEW YORK CITY INC
    307 WEST 36TH STREET 12TH FLOOR
    NEW YORK,NY10018     		  501(C)(3) CONVERSATION, COCKTAILS, AND CAMARADERIE PART TWO: RESILIENT COMMUNITY 5,000
    NEIGHBORHOOD STABILIZATION FUND INC
    3607 WASHINGTON ST
    JAMAICA PLAN,MA021302604     		  501(C)(3) NACA AMERICAN DREAM GALA 2013 24,498
    NEW ECONOMY PROJECT
    176 GRAND STREET SUITE 300
    NEW YORK,NY10013     		  501(C)(3) UNRESTRICTED 750
    NEW FUTURES
    805 15TH STREET NW SUITE 100
    WASHINGTON,DC20005     		  501(C)(3) UNRESTRICTED 1,000
    NEW VISIONS FOR PUBLIC SCHOOLS
    320 WEST 13TH STREET 6TH FLOOR
    NEW YORK,NY10014     		  501(C)(3) 24TH ANNIVERSARY BENEFIT 7,500
    NEW YORK CITY BALLET
    20 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  501(C)(3) SPRING GALA 12,000
    NEW YORK NEEDS YOU
    589 8TH AVENUE 5TH FLOOR
    MEW YORK,NY10018     		  501(C)(3) UNRESTRICTED 1,100
    OCC ALUMNI ASSOCIATION
    1155 15TH ST NW STE 1101
    WASHINGTON,DC20005     		  501(C)(3) UNRESTRICTED 1,500
    ONE DOOR FOR EDUCATION FOUNDATION INC
    20280 SYCOLIN ROAD
    LEESBURG,VA20175     		  501(C)(3) AMY ANDERSON SCHOLARSHIP FUND 10,000
    ONE FUND BOSTON INC
    18 TREMONT STREET SUITE 330
    BOSTON,MA02129     		  501(C)(3) UNRESTRICTED 5,000
    ONE WEST 54TH STREET FOUNDATION
    ONE WEST 54TH STREET
    NEW YORK,NY10019     		  501(C)(3) UNRESTRICTED 700
    OPERATION HOPE
    707 WILSHIRE BLVD 3030
    LOS ANGELES,CA90017     		  501(C)(3) 2013 GLOBAL FINANCIAL DIGNITY SUMMIT 5,000
    PARTNERSHIP FOR PUBLIC SERVICE
    1100 NEW YORK AVENUE NW STE 200
    EAST
    WASHINGTON,DC20005     		  501(C)(3) SAMUEL J. HEYMAN SERVICE TO AMERICA MEDALS 7,350
    PAUL TAYLOR DANCE COMPANY
    551 GRAND STREET
    NEW YORK,NY100024282     		  501(C)(3) 2013 GALA 5,000
    PENFAULKER FOUNDATION
    201 EAST CAPITOL STREET SE
    WASHINGTON,DC20003     		  501(C)(3) THE PEN/FAULKNER AWARD FOR FICTION 4,150
    PLYMOUTH CONGREGATIONAL UNITED CHURCH OF CHRIST
    5301 NORTH CAPITOL STREET NE
    WASHINGTON,DC20011     		  501(C)(3) GENERAL FUND 5,000
    PLYMOUTH CONGREGATIONAL UNITED CHURCH OF CHRIST
    5301 NORTH CAPITOL STREET NE
    WASHINGTON,DC20011     		  501(C)(3) SCHOLARSHIP FUND 5,000
    POLYTECHNIC INSTITUTE OF NEW YORK UNIVERSITY
    FIFTEEN METROTECH CENTER 6TH FLOOR
    BROOKLYN,NY11201     		  501(C)(3) SECOND ANNUAL GALA 22,500
    PRO BONO PARTNERSHIP INC
    237 MAMARONECK AVENUE SUITE 300
    WHITE PLAINS,NY10605     		  501(C)(3) 2013 GALA 22,500
    ROHR CENTER FOR JEWISH LIFE
    780 COLLEGE AVENUE
    HAVERFORD,PA19041     		  501(C)(3) UNRESTRICTED 500
    ROUNDABOUT THEATRE COMPANY
    231 WEST STREET SUITE 1200
    NEW YORK,NY10018     		  501(C)(3) SPRING 2013 GALA 16,500
    SAINT ANDREW'S SOCIETY OF THE STATE OF NEW YORK
    150 EAST 55TH STREET 3
    NEW YORK,NY10022     		  501(C)(3) INAUGURAL GLOBAL MAN AND WOMAN OF THE YEAR AWARD GALA 23,000
    SHAKESPEARE THEATRE COMPANY
    610 F STREET NW
    WASHINGTON,DC20004     		  501(C)(3) WILL ON THE HILL 2013 8,778
    SIFMA FOUNDATION
    120 BROADWAY 35TH FLOOR
    NEW YORK,NY102710060     		  501(C)(3) TRIBUTE DINNER 12,500
    SMITHSONIAN INSTITUTION
    750 NINTH STREET NW SUITE 410
    WASHINGTON,DC20001     		  501(C)(3) UNRESTRICTED 30,000
    SO OTHERS MIGHT EAT
    71 O STREET NW
    WASHINGTON,DC20001     		  501(C)(3) UNRESTRICTED 25,000
    SUNRISE DAY CAMP
    15 NEIL COURT
    OCEANSIDE,NY11572     		  501(C)(3) COMMERZBANK WINTER GALA 5,000
    TEACH FOR AMERICA
    1411 K ST NW 12TH FLOOR
    WASHINGTON,DC20005     		  501(C)(3) UNRESTRICTED 2,500
    THE ASPEN INSTITUTE
    ONE DUPONT CIRCLE NW SUITE 700
    WASHINGTON,DC200361133     		  501(C)(3) IFS - CLOSING AMERICA'S WEALTH GAP 5,000
    THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
    721 NORTH LASALLE STREET
    CHICAGO,IL60654     		  501(C)(3) 24TH ANNUAL SPIRIT OF SAINT NICHOLAS BALL 3,750
    THE CHILDREN'S INN AT NIH
    7 WEST DRIVE
    BETHESDA,MD208141509     		  501(C)(3) 25TH ANNUAL CONGRESSIONAL GALA - FROM EVERY STATE FOR EVERY CHILD 850
    THE JEWISH MUSEUM
    355 LEXINGTON AVENUE 3RD FLOOR
    NEW YORK,NY10017     		  501(C)(3) UNRESTRICTED 625
    THE LUSTGARTEN FOUNDATION
    1111 STEWARD AVENUE
    BETHPAGE,NY11714     		  501(C)(3) UNRESTRICTED 500
    THE NATIONAL CANCER INSTITUTE
    9000 ROCKVILLE PIKE
    BETHESDA,MD20892     		  501(C)(3) UNRESTRICTED 75,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    351 W NATIONWIDE BLVD
    COLUMBUS,OH43215     		  501(C)(3) CANCER RESEARCH AT OHIO STATE UNIVERSITY COMPREHENSIVE CANCER CENTER 25,000
    THE POSSE FOUNDATION INC
    14 WALL STREET SUITE 8A-60
    NEW YORK,NY10005     		  501(C)(3) UNRESTRICTED 2,500
    THE YORK SUBURBAN EDUCATION FOUNDATION
    1800 HOLLYWOOD DRIVE
    YORK,PA17403     		  501(C)(3) ANNUAL FALL CAMPAIGN 500
    THIS FOR DIPLOMATS
    1630 CRESCENT PLACE NW
    WASHINGTON,DC20009     		  501(C)(3) UNRESTRICTED 1,250
    TOMORROW'S HOPE FOUNDATION
    50 CHARLES LINDBERGH BLVD STE 500
    UNIONDALE,NY11553     		  501(C)(3) 2013 "STARS FOR STUDENTS" SCHOLARSHIP GALA 5,000
    UJA FEDERATION OF NEW YORK
    130 EAST 59TH STREET
    NEW YORK,NY10022     		  501(C)(3) UNRESTRICTED 11,250
    UNITED STATES VETERANS INITIATIVE
    800 WEST 6TH STREET SUITE 1505
    LOS ANGELES,CA90017     		  501(C)(3) UNRESTRICTED 10,000
    US SCIENCES PO FOUNDATION
    600 MADISON AVENUE 23RD FLOOR
    NEW YORK,NY10022     		  501(C)(3) UNRESTRICTED 1,000
    VINEYARD GOLF CLUB
    PO BOX 1815
    EDGARTOWN,MA02539     		  501(C)(3) UNRESTRICTED 500
    VITAL VOICES GLOBAL PARTNERSHIP
    1625 MASSACHUSETTS AVE NW STE 300
    WASHINGTON,DC20036     		  501(C)(3) UNRESTRICTED 10,000
    WASHINGTON ENGLISH CENTER
    2200 CALIFORNIA ST NW
    WASHINGTON,DC20008     		  501(C)(3) UNRESTRICTED 500
    WASHINGTON HUMANE SOCIETY
    7319 GEORGIA AVENUE NW
    WASHINGTON,DC20012     		  501(C)(3) UNRESTRICTED 6,000
    WASHINGTON JESUIT ACADEMY
    900 VARNUM STREET NE
    WASHINGTON,DC20017     		  501(C)(3) UNRESTRICTED 1,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		  501(C)(3) YALE LAW SCHOOL FUND 300,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT065212038     		  501(C)(3) PSYCHIATRY RESEARCH SCHOLARS PROGRAM 500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT065212038     		  501(C)(3) LUDWIG COMMUNITY DEVELOPMENT PROGRAM 200,000
    YALE-NEW HAVEN HOSPITAL
    PO BOX 1849
    NEW HAVEN,CT065081849     		  501(C)(3) 3RD ANNUAL CLOSER TO FREE BIKE RIDE 10,000
    YOUTH LEADERSHIP FOUNDATION
    5034 WISCONSIN AVENUE NW SUITE 250
    WASHINGTON,DC20016     		  501(C)(3) 2013 SPIRIT OF SERVICE AWARDS DINNER 12,500
    Total .................................bullet 3a 3,129,271
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 19,101  
    4 Dividends and interest from securities....     14 10,996  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 384,780  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 414,877 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13414,877
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 7,921 3,961   3,960

    TY 2013 ExplnOfNonFilingWithAGStmt
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Statement:
    PURSUANT TO THE DISTRICT OF COLUMBIA OFFICE OF TAX 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 990PF AS CONFIRMED WITH THE DC OFFICE OF TAX REVENUE). THE NOTICE STATES THAT "THE REQUIREMENT WAS ELIMINATED TO EASE THE ADMINISTRATIVE BURDERN ON BOTH THE AGENCY AS WELL AS NONPROFIT ORGANIZATIONS. THE INFORMATION ON FORM 990PF IS AVAILABLE TO THE OFFICE OF TAX AND REVENUE FROM OTHER SOURCES."

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITI LIQUIDITY 0768 14,282,066 14,483,974

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CITI INVESTMENT 8380 64,269,123 62,735,829

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    11,179,526
    State & Local Government Securities - End of Year Fair Market Value:


    11,175,355


    TY 2013 LegalFeesSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 19,509 9,755   9,754


    TY 2013 OtherAssetsSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE   22 22
    DUE FROM AMBROSE   5,288 5,288


    TY 2013 OtherDecreasesSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Description Amount
    FEDERAL EXTENSION PAYMENT 300
    FEDERAL ESTIMATED PAYMENT 11,000


    TY 2013 OtherExpensesSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK AND AGENCY FEES 78,264 39,132   39,132
    PAYROLL ADMINISTRATION FEE 84 42   42
    HEALTH INSURANCE 944 472   472
    WORKER'S COMPENSATION 38 19   19


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL WITHHOLDINGS 0 372


    TY 2013 TaxesSchedule
    Name:
    THE LUDWIG FAMILY FOUNDATION INC
    EIN: 56-2305290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 5,480 2,740   2,740