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    3. James Ludke Charitable Trust
    Logo de James Ludke Charitable Trust

    James Ludke Charitable Trust

    ActivoPhilanthropy & Voluntarism
    WICKENBURG, AZSitio web6024021393EIN: 74-2552121

    About James Ludke Charitable Trust

    The James Ludke Charitable Trust is a small, place-based funder focused on Wickenburg, AZ, concentrating nearly all of its giving on a single local cultural institution and supporting local healthcare. Most dollars fund Desert Caballeros (a regional museum/cultural organization) with one additional grant to the Wickenburg Hospital Foundation, indicating a preference for tangible community anchors in the hometown. The foundation makes a small number of relatively large, targeted gifts rather than many dispersed awards.

    Focus Areas

    Support for Desert Caballeros Western Museum / local cultural heritage in WickenburgOperating and capital support for Wickenburg Hospital / rural healthcare servicesPlace-based community infrastructure and civic institutions in Wickenburg

    Who They Fund

    not specified in text

    Giving Approach

    Highly concentrated, place-based giving: a few large grants (three to one primary grantee) with repeat support to the same local organizations rather than broad or diversified grantmaking.

    Funding Style

    financial support (general)unspecified grant type/duration

    About James Ludke Charitable Trust

    The James Ludke Charitable Trust’s largest recent grant was $110,000 to Desert Cabelleros in 2025, and that relationship sits at the center of the trust’s giving pattern. The trust appears to favor direct support for a small set of institutions rather than a wide spread of recipients, with Desert Cabelleros receiving repeated awards across 2023, 2024, and 2025. Its recent grants also include support for Wickenburg Hospital Foundation, showing that the trust backs both cultural and community-serving organizations in Wickenburg. Beyond its hometown, the trust has written checks to a mix of civic, policy, education, and arts organizations, but the overall picture remains one of concentrated, targeted grantmaking. The typical award size is modest relative to its largest gifts, which suggests a strategy of using a few higher-value grants alongside many smaller ones. Recent recipients have included local groups in Wickenburg and larger organizations in Phoenix, Portland, Washington, DC, and other U.S. cities.

    What James Ludke Charitable Trust Funds

    In local cultural heritage, the trust gave $110,000 to Desert Cabelleros in 2025, following $75,500 in 2024 and $22,500 in 2023. That repeated support makes the museum a clear anchor in the trust’s portfolio. Community health is another visible area: Wickenburg Hospital Foundation received $20,000 in 2023. The trust also supports civic and policy organizations, including $15,000 to Goldwater Institute in 2025 and $10,000 in 2024, plus $5,000 to The Heritage Foundation in 2024. Arts and education appear as smaller line items as well, with gifts such as $5,000 to Phoenix Chamber Music Soc in 2024 and $3,000 to Cedar Mill Community Library in 2024.

    How James Ludke Charitable Trust Gives

    Grant size is relatively compact: the 25th percentile is $2,000, the median is $3,000, and the 75th percentile is $5,000. The trust is not a high-volume spreader of funds; instead, it combines many small awards with a few much larger commitments, including six-figure support at the top of the range. Its recent record shows repeat giving to the same organizations across multiple years, including Desert Cabelleros, Goldwater Institute, Swaziserve, Oregon Zoo, Hillsdale College, and Phoenix Chamber Music Soc. The trust does not fund individuals and does not make program-related investments.

    Financial Snapshot

    Annual Giving

    $421K

    Total Assets

    $2.3M

    Total Revenue

    $133K

    Total Expenses

    $173K

    Typical Grant Size

    Most grants fall between $2K and $5K, with a median of $3K.

    25th Percentile

    $2K

    Median

    $3K

    75th Percentile

    $5K

    Geographic Reach

    National10 states funded

    About 39% of grants go to recipients in OR.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioEstado del sistema
    3 declaraciones registradas
    no programmatic details provided

    Notable grantees: Desert Caballeros (Desert Caballeros Western Museum), Wickenburg Hospital Foundation, Other Wickenburg-area civic and community organizations (unspecified)

    Topics

    not specified in text

    Where James Ludke Charitable Trust Makes Grants

    Giving is national, with all recorded grants going to U.S. recipients. Arizona is the most common recipient state, accounting for 39% of grants, and repeated recipients include organizations in Wickenburg and Phoenix. Outside Arizona, grants also land in Oregon, including Portland; Washington, DC; Michigan; Virginia; California; New Hampshire; New Mexico; and Maryland. The recipient map suggests the trust’s strongest concentration remains in Arizona, but it maintains a small set of out-of-state relationships.

    Frequently Asked Questions About James Ludke Charitable Trust

    What types of organizations does the trust support most often?

    Its recent grants show a strong emphasis on cultural and community institutions, especially Desert Cabelleros in Wickenburg. The trust also supports healthcare through Wickenburg Hospital Foundation and gives to civic, education, and arts organizations such as Goldwater Institute, Hillsdale College, and Phoenix Chamber Music Soc.

    How large are the trust’s typical grants?

    The middle of the distribution is small: the 25th percentile is $2,000, the median is $3,000, and the 75th percentile is $5,000. Even so, the trust also makes much larger awards, including a $110,000 grant in 2025.

    Does the trust give repeatedly to the same organizations?

    Yes. Desert Cabelleros appears in 2023, 2024, and 2025. Other repeat recipients in the recent list include Goldwater Institute, Swaziserve, Oregon Zoo, Hillsdale College, and Phoenix Chamber Music Soc.

    Where does the trust give most often?

    Arizona is the top recipient state, with 39% of grants going there. The list includes multiple recipients in Wickenburg and Phoenix, while other grants go to organizations in Portland, Washington, DC, Hillsdale, Charlottesville, and other U.S. cities.

    Does the trust fund individuals or make program-related investments?

    No. The trust does not fund individuals, and it does not make program-related investments.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    DESERT CABELLEROSWICKENBURG, AZ$110,0002025PROVIDE FUNDS
    GOLDWATER INSTITUTEPHOENIX, AZ$15,0002025PROVIDE FUNDS
    HILLSDALE COLLEGEHILLSDALE, MI$8,0002025PROVIDE FUNDS
    SOUTH COAST BOTANICAL GARDEN FDNPALOS VERDES PENINSULA, CA$5,0002025PROVIDE FUNDS
    DEL WEBB CENTERWICKENBURG, AZ$5,0002025PROVIDE FUNDS
    PHOENIX CHAMBER MUSIC SOCPHOENIX, AZ$4,0002025PROVIDE FUNDS
    DARDEN FOUNDATIONCHARLETTESVILLE, VA$4,0002025PROVIDE FUNDS
    SWAZISERVEPHOENIX, AZ$3,5002025PROVIDE FUNDS
    BREAD OF LIFE INTERNATIONALSILVER SPRING, MD$3,5002025PROVIDE FUNDS
    COURTS FOR KIDSVANCOUVER, WA$2,8002025PROVIDE FUNDS
    OREGON ZOOPORTLAND, OR$2,5002025PROVIDE FUNDS
    CEDAR MILL COMMUNITY LIBRARYPORTLAND, OR$2,2002025PROVIDE FUNDS
    FRIENDS OF CAVE CREEK CANYONPORTAL, AZ$2,0002025PROVIDE FUNDS
    OREGON MUSEUM OF SCIENCEPORTLAND, OR$1,0002025PROVIDE FUNDS
    OREGON SYMPHONYPORTLAND, OR$1,0002025PROVIDE FUNDS
    USOWASHINGTON, DC$5002025PROVIDE FUNDS
    DESERT CABELLEROSWICKENBURG, AZ$75,5002024PROVIDE FUNDS
    GOLDWATER INSTITUTEPHOENIX, AZ$10,0002024PROVIDE FUNDS
    CLAREMONT INSTITUTECLAREMONT, CA$5,0002024PROVIDE FUNDS
    WEBB CENTERWICKENBURG, AZ$5,0002024PROVIDE FUNDS
    PHOENIX CHAMBER MUSIC SOCPHOENIX, AZ$5,0002024PROVIDE FUNDS
    THE HERITAGE FOUNDATIONWASHINGTON, DC$5,0002024PROVIDE FUNDS
    SWAZISERVEPHOENIX, AZ$4,0002024PROVIDE FUNDS
    OREGON ZOOPORTLAND, OR$3,5002024PROVIDE FUNDS
    TURNING POINT USAPHOENIX, AZ$3,0002024PROVIDE FUNDS
    HILLSDALE COLLEGEHILLSDALE, MI$3,0002024PROVIDE FUNDS
    CEDAR MILL COMMUNITY LIBRARYPORTLAND, OR$3,0002024PROVIDE FUNDS
    SOUTH COAST BOTANICAL GARDEN FDNPALOS VERDES PENINSULA, CA$2,0002024PROVIDE FUNDS
    GREATER AREA BOY SCOUTSLOS ANGELES, CA$2,0002024PROVIDE FUNDS
    PALOS VERDES LAND CONSERVANCYROLLING HILLS ESTATES, CA$2,0002024PROVIDE FUNDS
    SHE CANMILL VALLEY, CA$2,0002024PROVIDE FUNDS
    FRIENDS OF CAVE CREEK CANYONPORTAL, AZ$2,0002024PROVIDE FUNDS
    FRIENDS OF CABRILLO MARINE AQUARIUMSAN PEDRO, CA$2,0002024PROVIDE FUNDS
    OREGON SYMPHONYPORTLAND, OR$2,0002024PROVIDE FUNDS
    IN TOUCH MISSION INTLTEMPE, AZ$2,0002024PROVIDE FUNDS
    BOYCE THOMPSON ABORETUMSUPERIOR, AZ$1,0002024PROVIDE FUNDS
    OREGON MUSEUM OF SCIENCEPORTLAND, OR$1,0002024PROVIDE FUNDS
    PHOENIX ART MUSEUMPHOENIX, AZ$1,0002024PROVIDE FUNDS
    USOWASHINGTON, DC$5002024PROVIDE FUNDS
    POMONA COLLEGECLAIRMONT, CA$1002024PROVIDE FUNDS
    DESERT CABELLEROSWICKENBURG, AZ$22,5002023PROVIDE FUNDS
    WICKENBURG HOSPITAL FOUNDATIONWICKENBURG, AZ$20,0002023PROVIDE FUNDS
    GOLDWATER INSTITUTEPHOENIX, AZ$15,0002023PROVIDE FUNDS
    PHOENIX CHAMBER MUSIC SOCPHOENIX, AZ$5,0002023PROVIDE FUNDS
    WEBB CENTERWICKENBURG, AZ$5,0002023PROVIDE FUNDS
    LUNDER RESEARCH CENTERTAOS, NM$5,0002023PROVIDE FUNDS
    STUDENTS FOR LIBERTYMCLEAN, VA$5,0002023PROVIDE FUNDS
    SWAZISERVEPHOENIX, AZ$4,0002023PROVIDE FUNDS
    OREGON ZOOPORTLAND, OR$3,5002023PROVIDE FUNDS
    HILLSDALE COLLEGEHILLSDALE, MI$3,0002023PROVIDE FUNDS

    DESERT CABELLEROS

    $110,000
    WICKENBURG, AZ2025

    PROVIDE FUNDS

    GOLDWATER INSTITUTE

    $15,000
    PHOENIX, AZ2025

    PROVIDE FUNDS

    HILLSDALE COLLEGE

    $8,000
    HILLSDALE, MI2025

    PROVIDE FUNDS

    SOUTH COAST BOTANICAL GARDEN FDN

    $5,000
    PALOS VERDES PENINSULA, CA2025

    PROVIDE FUNDS

    DEL WEBB CENTER

    $5,000
    WICKENBURG, AZ2025

    PROVIDE FUNDS

    PHOENIX CHAMBER MUSIC SOC

    $4,000
    PHOENIX, AZ2025

    PROVIDE FUNDS

    DARDEN FOUNDATION

    $4,000
    CHARLETTESVILLE, VA2025

    PROVIDE FUNDS

    SWAZISERVE

    $3,500
    PHOENIX, AZ2025

    PROVIDE FUNDS

    BREAD OF LIFE INTERNATIONAL

    $3,500
    SILVER SPRING, MD2025

    PROVIDE FUNDS

    COURTS FOR KIDS

    $2,800
    VANCOUVER, WA2025

    PROVIDE FUNDS

    OREGON ZOO

    $2,500
    PORTLAND, OR2025

    PROVIDE FUNDS

    CEDAR MILL COMMUNITY LIBRARY

    $2,200
    PORTLAND, OR2025

    PROVIDE FUNDS

    FRIENDS OF CAVE CREEK CANYON

    $2,000
    PORTAL, AZ2025

    PROVIDE FUNDS

    OREGON MUSEUM OF SCIENCE

    $1,000
    PORTLAND, OR2025

    PROVIDE FUNDS

    OREGON SYMPHONY

    $1,000
    PORTLAND, OR2025

    PROVIDE FUNDS

    USO

    $500
    WASHINGTON, DC2025

    PROVIDE FUNDS

    DESERT CABELLEROS

    $75,500
    WICKENBURG, AZ2024

    PROVIDE FUNDS

    GOLDWATER INSTITUTE

    $10,000
    PHOENIX, AZ2024

    PROVIDE FUNDS

    CLAREMONT INSTITUTE

    $5,000
    CLAREMONT, CA2024

    PROVIDE FUNDS

    WEBB CENTER

    $5,000
    WICKENBURG, AZ2024

    PROVIDE FUNDS

    PHOENIX CHAMBER MUSIC SOC

    $5,000
    PHOENIX, AZ2024

    PROVIDE FUNDS

    THE HERITAGE FOUNDATION

    $5,000
    WASHINGTON, DC2024

    PROVIDE FUNDS

    SWAZISERVE

    $4,000
    PHOENIX, AZ2024

    PROVIDE FUNDS

    OREGON ZOO

    $3,500
    PORTLAND, OR2024

    PROVIDE FUNDS

    TURNING POINT USA

    $3,000
    PHOENIX, AZ2024

    PROVIDE FUNDS

    HILLSDALE COLLEGE

    $3,000
    HILLSDALE, MI2024

    PROVIDE FUNDS

    CEDAR MILL COMMUNITY LIBRARY

    $3,000
    PORTLAND, OR2024

    PROVIDE FUNDS

    SOUTH COAST BOTANICAL GARDEN FDN

    $2,000
    PALOS VERDES PENINSULA, CA2024

    PROVIDE FUNDS

    GREATER AREA BOY SCOUTS

    $2,000
    LOS ANGELES, CA2024

    PROVIDE FUNDS

    PALOS VERDES LAND CONSERVANCY

    $2,000
    ROLLING HILLS ESTATES, CA2024

    PROVIDE FUNDS

    SHE CAN

    $2,000
    MILL VALLEY, CA2024

    PROVIDE FUNDS

    FRIENDS OF CAVE CREEK CANYON

    $2,000
    PORTAL, AZ2024

    PROVIDE FUNDS

    FRIENDS OF CABRILLO MARINE AQUARIUM

    $2,000
    SAN PEDRO, CA2024

    PROVIDE FUNDS

    OREGON SYMPHONY

    $2,000
    PORTLAND, OR2024

    PROVIDE FUNDS

    IN TOUCH MISSION INTL

    $2,000
    TEMPE, AZ2024

    PROVIDE FUNDS

    BOYCE THOMPSON ABORETUM

    $1,000
    SUPERIOR, AZ2024

    PROVIDE FUNDS

    OREGON MUSEUM OF SCIENCE

    $1,000
    PORTLAND, OR2024

    PROVIDE FUNDS

    PHOENIX ART MUSEUM

    $1,000
    PHOENIX, AZ2024

    PROVIDE FUNDS

    USO

    $500
    WASHINGTON, DC2024

    PROVIDE FUNDS

    POMONA COLLEGE

    $100
    CLAIRMONT, CA2024

    PROVIDE FUNDS

    DESERT CABELLEROS

    $22,500
    WICKENBURG, AZ2023

    PROVIDE FUNDS

    WICKENBURG HOSPITAL FOUNDATION

    $20,000
    WICKENBURG, AZ2023

    PROVIDE FUNDS

    GOLDWATER INSTITUTE

    $15,000
    PHOENIX, AZ2023

    PROVIDE FUNDS

    PHOENIX CHAMBER MUSIC SOC

    $5,000
    PHOENIX, AZ2023

    PROVIDE FUNDS

    WEBB CENTER

    $5,000
    WICKENBURG, AZ2023

    PROVIDE FUNDS

    LUNDER RESEARCH CENTER

    $5,000
    TAOS, NM2023

    PROVIDE FUNDS

    STUDENTS FOR LIBERTY

    $5,000
    MCLEAN, VA2023

    PROVIDE FUNDS

    SWAZISERVE

    $4,000
    PHOENIX, AZ2023

    PROVIDE FUNDS

    OREGON ZOO

    $3,500
    PORTLAND, OR2023

    PROVIDE FUNDS

    HILLSDALE COLLEGE

    $3,000
    HILLSDALE, MI2023

    PROVIDE FUNDS