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LISEP STRIVES TO USE ECONOMIC RESEARCH TO BETTER UNDERSTAND ECONOMIC GROWTH AND PROSPERITY AS THEY ARE ACTUALLY EXPERIENCED BY INDIVIDUALS FROM ALL WALKS OF LIFE. 126456211 57590784 0 184046995 0 184046995 2760705 181286290 9064315 9064315 125637 125637 8938678 8938678 8938678 11886908 0 0 0 0 11886908 8938678 0 2021 2020 2019 0 796847 796847 11886908 0 8938678 2948230 3745077 0 0 0 0 3745077 796847 2948230 CAROL LUDWIG EUGENE LUDWIG X A Wider Circle Inc 10325 Kensington Pkwy 70 Kensington MD 20895 PC General Operating Support - General 20000 Advocates for Children of New York 151 West 30th St New York NY 10001 PC General Operating Support - General 100000 American Friends of New College 5 Great Valley Pkwy Ste 210 Malvern PA 19355 PC General Operating Support - General 100000 American Friends of the Hebrew University 199 Water St 11th Fl New York NY 10038 PC General Operating Support - General 1500 American Writers Museum Foundation 180 N Michigan Ave Ste 300 Chicago IL 60601 PC General Operating Support - General 4000 Beyond 12 1625 Clay St Ste 100 Oakland CA 94612 PC General Operating Support - General 125000 Bishop John T Walker School for Boys 1801 Mississippi Ave SE Washington DC 20020 PC General Operating Support - General 5000 Boston University 595 Commonwealth Ave Boston MA 02215 PC General Operating Support - General 174989 Bottom Line 50 Milk St 16th Fl Boston MA 02109 PC General Operating Support - General 75000 Bread for the City 1525 7th St NW Washington DC 20001 PC General Operating Support - General 15000 Bright Beginnings 3418 4th St SE Washington DC 20032 PC General Operating Support - General 7500 Bryn Mawr College 101 N Merion Ave Bryn Mawr PA 19010 PC General Operating Support - General 30000 Burton Foundation for Legal Achievement 100 Park Ave 16th Fl New York NY 10017 PC General Operating Support - General 7500 Calvary Women's Services 1217 Good Hope Rd SE Washington DC 20020 PC General Operating Support - General 10000 Capital Area Food Bank 4900 Puerto Rico Ave NE Washington DC 20017 PC General Operating Support - General 7500 Chai Mitzvah PO Box 3017 New York NY 10163 PC General Operating Support - General 50000 Charles R Drew University of Medicine and Science 1731 E 120th St Los Angeles CA 90059 PC General Operating Support - General 167000 CityWorks DC 600 New Hampshire Ave NW Washington DC 20037 PC General Operating Support - General 75000 Cleveland Clinic PO Box 931517 Cleveland OH 44193 PC General Operating Support - General 50000 Coalition for the Homeless 129 Fulton St New York NY 10038 PC General Operating Support - General 10000 Columbia University 630 W 168th St New York NY 10032 PC General Operating Support - General 100000 DC Bar Pro Bono Center 901 4th St NW Washington DC 20001 PC General Operating Support - General 1000 DC Public Education Fund 3407 14th St NW Washington DC 20010 PC General Operating Support - General 5000 EduTutor of Virginia Inc 801 Ridge Dr McLean VA 22101 PC General Operating Support - General 5000 Ethical Culture Fieldston School 33 Central Park West New York NY 10023 PC General Operating Support - General 25000 Fisher House Foundation 12300 Twinbrook Pkwy Ste 410 Rockville MD 20852 PC General Operating Support - General 7500 Food Bank for NYC 39 Broadway New York NY 10006 PC General Operating Support - General 7500 Free Minds Book Club & Writing Workshop 1816 12th St NW Washington DC 20009 PC General Operating Support - General 4000 Friendship Place 4713 Wisconsin Ave NW Washington DC 20016 PC General Operating Support - General 5000 Georgia State University Research Foundation 58 Edgewood Ave Atlanta GA 30303 PC General Operating Support - General 400000 Gladstone Institutes 1650 Owens St San Francisco CA 94158 PC General Operating Support - General 200000 Haiti Outreach Pwoje Espwa PO Box 18767 Rochester NY 14618 PC General Operating Support - General 7500 Harbor Homes of Martha's Vineyard PO Box 4795 Vineyard Haven MA 02568 PC General Operating Support - General 50000 Harvard Medical School 401 Park Dr St 505 Boston MA 02215 PC General Operating Support - General 1189817 Haverford College 370 Lancaster Ave Haverford PA 19041 GOV General Operating Support - General 1000 Hofstra University Phillips Hall Hempstead NY 11549 PC General Operating Support - General 25000 Humane Rescue Alliance 71 Oglethorpe St NW Washington DC 20011 PC General Operating Support - General 20000 INOVA Health Systems Foundation 8095 Innovation Park Dr Fairfax VA 22031 PC General Operating Support - General 100000 Island Grown Initiative PO Box 622 Vineyard Haven MA 02568 PC General Operating Support - General 7500 Kellermann Foundation PO Box 832809 Richardson TX 75083 PC General Operating Support - General 70000 Kennedy Center PO Box 101510 Arlington VA 22210 PC General Operating Support - General 4000 KIPP DC 2600 Virginia Ave NW Ste 900 Washington DC 20037 PC General Operating Support - General 240000 Lieber Institute for Brain Development 855 N Wolfe St Ste 300 Baltimore MD 21205 General Operating Support - General 300000 Ludwig Institute for Shared Economic Prosperity 1700 Pennsylvania Ave NW Washington DC 20006 EOF General Operating Support - General 750000 Martha's Table PO Box 70970 Washington DC 20024 PC General Operating Support - General 30000 Martha's Vineyard Agricultural Society PO BOX 73 West Tisbury MA 02575 PC General Operating Support - General 2500 Martha's Vineyard Community Foundation PO Box 243 West Tisbury MA 02575 PC General Operating Support - General 10000 Martha's Vineyard Community Services 111 Edgartown Rd Vineyard Haven MA 02568 PC General Operating Support - General 75000 Martha's Vineyard Hospital PO Box 1477 Oak Bluffs MA 02557 PC General Operating Support - General 10000 Memorial Sloan Kettering 1275 York Ave New York NY 10065 PC General Operating Support - General 1500 Miriam's Kitchen 2410 Virginia Ave NW Washington DC 20037 PC General Operating Support - General 7500 MIT Picower Institute for Learning and Memory 43 Vassar St Bldg 46 Cambridge MA 02139 PC General Operating Support - General 210000 National Academy Foundation 169 Madison ave St 2797 New York NY 10016 PC General Operating Support - General 110000 National Capital Poison Center 3201 New Mexico Ave Washington DC 20016 PC General Operating Support - General 3000 National Homelessness Law Center 1400 16th St NW Ste 425 Washington DC 20015 PC General Operating Support - General 2500 New Futures 609 H St NE Ste 500 Washington DC 200027184 PC General Operating Support - General 45000 New York University Grossman School of Medicine One Park Ave 6th Fl New York NY 10016 PC General Operating Support - General 200000 Pancreatic Cancer Action Network 1500 Rosecrans Ave Ste 200 Manhattan Beach CA 90266 PC General Operating Support - General 1000 Partnership for Public Service 600 14th St NW Ste 600 Washington DC 20005 General Operating Support - General 15000 Paul Taylor Dance Foundation 551 Grand St New York NY 10002 PC General Operating Support - General 5000 Pelotonia 450 W Broad St Columbus OH 43215 PC General Operating Support - General 25000 Safe Horizon 2 Lafayette St 3rd Fl New York NY 10007 PC General Operating Support - General 10000 Sheriff's Meadow PO Box 1088 Vineyard Haven MA 02568 PC General Operating Support - General 35000 SOME (So Others Might Eat) 71 O St NW Washington DC 20001 PC General Operating Support - General 75000 Teach for All 25 Broadway 12th Fl New York NY 10004 PC General Operating Support - General 75000 Teach for America PO Box 77286 Washington DC 20013 PC General Operating Support - General 10000 The Carnegie Hall Corporation 881 7th Ave New York NY 10019 PC General Operating Support - General 100000 United States Veterans Initiative 800 W 6th St Ste 1505 Los Angeles CA 90017 PC General Operating Support - General 10000 University of California San Francisco Foundation 490 Illinois St 4th Fl San Francisco CA 94143 PC General Operating Support - General 200000 USTA Foundation Incorporated 2500 Westchester Ave Ste 411 Purchase NY 10577 PC General Operating Support - General 80000 Washington Nationals Philanthropies 1500 South Capitol St SE Washington DC 20003 PC General Operating Support - General 1500 Yale Law School 157 Church St New Haven CT 06510 PC General Operating Support - General 5340000 York County Food Bank 15 Marianne Dr York PA 17406 PC General Operating Support - General 2500 York Suburban Education Foundation 1800 Hollywood Dr York PA 17403 PC General Operating Support - General 1000 11252806 14 7942 14 3271546 18 5763640 9043128 9043128 false false false false false false false false false true LUDWIG INSTITUTE FOR 501(C)(4) COMMON DIRECTORS LUDWIG INSTITUTE FOR 501(C)(3) COMMON DIRECTORS PWC US TAX LLP 9015 4508 4508 Ludwig Inst for Shared Econ Prosperity 1700 Pennsylvania Ave NW Washington DC 20006 2023-04-04 750000 IMPROVE THE ECONOMIC WELL-BEING OF MIDDLE AND LOWER INCOME AMERICANS THROUGH RESEARCH & EDUCATION 750000 NO 09/05/2023 PURSUANT TO THE DISTRICT OF COLUMBIA OFFICE OF TAX AND 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 990-PF AS CONFIRMED WITH THE DC OFFICE OF TAX AND REVENUE). THE NOTICE STATES THAT "THE REQUIREMENT WAS ELIMINATED TO EASE THE ADMINISTRATIVE BURDEN ON BOTH THE AGENCY AS WELL AS NONPROFIT ORGANIZATIONS. THE INFORMATION ON FORM 990-PF IS AVAILABLE TO THE OFFICE OF TAX AND REVENUE FROM OTHER SOURCES." FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK DESCRIPTION ENDING BOOK VALUE ENDING FMV ADOBE INC 2,844,938. 3,221,640. BERKSHIRE HATHAWAY INC-CL A 4,930 696. 46,123,128. COINBASE GLOBAL INC -CLASS A 4,955,030. 5,356,736. COLUMBIA SLGMN GL TECH-A 20,079,778. 51,475,035. DOCUSIGN INC 2,693,524. 713,400. ENPHASE ENERGY INC 2,646,917. 2,259,594. GOLDMAN SACHS GROUP INC 2,699,996. 3,394,776. JPMORGAN CHASE & CO 2,774,806. 3,402,000. MODERNA INC 2,717,962. 2,585,700. INVESCO S&P SMALLCAP INFORMATION T 2,634,883. 9,191,046. ADOBE INC -102,382. -220,455. ADVANCED MICRO DEVICES -309,986. -11,550. ALBEMARLE CORP -190,743. -484,980. ALPHABET INC-CL A -123,193. -54,500. BROADCOM INC -156,053. -40,310. COINBASE GLOBAL INC -CLASS A -165,621. -429,580. JPMORGAN CHASE & CO -81,203. -408,500. LAM RESEARCH CORP -265,296. -8,162. NETFLIX INC -272,851. -16,428. NVIDIA CORP -254,130. -104,725. S & P 500 INDEX -332,904. -52,725. SERVICENOW INC -252,496. -16,185. VERALTO CORP -211,450. -30,600. ZOOM VIDEO COMMUNICATIONS-A -277,157. -128,500. ------------ ------------ INVESTMENTS - CORPORATE STOCK 45,983,065. 125,715,855. ============= ============= JPM MANAGED INCOME FD-USD-L 8735845 8766653 SEE GENERAL EXPLANATION ATCH 45983065 125715855 SFRE AT COST 102942 86295 GATEHOUSE BIO, INC. AT COST 425000 425000 BITKRAFT AT COST 5061045 5061045 HOLLYPORT VIII AT COST 8044725 12680004 ELIMINATING ENTRY AT COST 0 0 ST INVESTMENT - DUE FROM GENE AT COST 300 300 ARNOLD & PORTER K SCHOLER LLP 22495 22495 SULLIVAN & CROMWELL LLP 25447 25447 WILLIAMS & CONNOLLY LLP 7999 7999 CSC 546 546 OPERATING EXPENSE 42386 42386 JPM 6000 ACCRUED INCOME ADJ 1546 1546 IT EXPENSES 1364 1364 KEYSTONE SYMPOSIA EXPENSE 320 320 TRINET FEES & CHARGES 17698 17698 OTHER INCOME OTHER LIABILITIES -312 6655 ST INVESTMENT - LFF I/C PAYABLE 0 66562 SPUTNIK MOMENT LLC 7600 7600 DOG EAR STUDIO 2000 2000 SOCIETY FOR NEUROSCIENCE 1225 1225 GLOBAL HR RESEARCH LLC 250 250 FEDERAL EXCISE TAX 43750 LUDWIG INSTITUTE FOR SHARED ECON PROSP 1700 PENNSYLVANIA AVE NW STE 500 WASHINGTON DC 20006 861970328 SEE STMT 13 - THE CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING 750000 750000