DAVID A and AGATHA T ULRICH FOUNDATION INC
DAVID A and AGATHA T ULRICH FOUNDATION INC is a private foundation focused on Education, based in Delafield, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $409 in total assets. In 2025, it awarded 1 grant totaling $400.
DAVID A and AGATHA T ULRICH FOUNDATION INC at a glance
In short: DAVID A and AGATHA T ULRICH FOUNDATION INC gave $400 across 1 grant in 2025 (avg $400), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $400
- -70.1% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $400
- -10.4% vs 2024
- Median grant
- $400
- Total assets
- $409
- -54.0% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who DAVID A and AGATHA T ULRICH FOUNDATION INC funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was School Sisters of St Francis ($400).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How DAVID A and AGATHA T ULRICH FOUNDATION INC gives
- Giving fell 20% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $400 (2025) to $2K (2023). In 2025 it made 1 grant totaling $400.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| School Sisters of St Francis Milwaukee, WI | Religious Ministries | $400 |
Ready to take the next step with DAVID A and AGATHA T ULRICH FOUNDATION INC?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|
| 2025 | $409 | $480 | $400 | 1 | $480 | $41 |
| 2024 | $889 | $1,340 | $1,340 | 3 | $1,340 | $104 |
| 2023 | $2,229 | $1,730 | $1,705 | 3 | $1,730 | $160 |
| 2022 | $3,959 | $525 | $500 | 1 | $525 | $219 |
| 2021 | $4,484 | $485 | $475 | 1 | $485 | $225 |
| 2020 | $4,969 | $10 | — | — | — | $245 |
Under IRS private-foundation payout rules, DAVID A and AGATHA T ULRICH FOUNDATION INC reported a distributable amount of $41 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
DAVID A and AGATHA T ULRICH FOUNDATION INC's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Thomas G. Ulrich
Director
On filings since 2020
0.5 hrs/week
No compensation reported
David A. Ulrich Jr.
Vice Presidentdirectr
On filings since 2020
0.5 hrs/week
No compensation reported
Kathleen L. McGarry
Treasurerdirector
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Agatha T. Ulrich (2020) — Presidentdirector
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about DAVID A and AGATHA T ULRICH FOUNDATION INC
How much does DAVID A and AGATHA T ULRICH FOUNDATION INC give each year?
DAVID A and AGATHA T ULRICH FOUNDATION INC gave $400 across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 3 grants.
How large is DAVID A and AGATHA T ULRICH FOUNDATION INC?
DAVID A and AGATHA T ULRICH FOUNDATION INC reported $409 in total assets on its 2025 IRS Form 990-PF. It paid out $480 in qualifying distributions that year, against a required minimum of $41 (roughly 5% of its investment assets).
What is DAVID A and AGATHA T ULRICH FOUNDATION INC?
DAVID A and AGATHA T ULRICH FOUNDATION INC is a private foundation focused on Education, based in Delafield, WI. It holds $409 in total assets as of 2025.
Where does DAVID A and AGATHA T ULRICH FOUNDATION INC operate?
DAVID A and AGATHA T ULRICH FOUNDATION INC has awarded grants in Arkansas, Florida, Wisconsin.
What is DAVID A and AGATHA T ULRICH FOUNDATION INC's EIN?
DAVID A and AGATHA T ULRICH FOUNDATION INC's EIN (Employer Identification Number) is 39-1688631. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work DAVID A and AGATHA T ULRICH FOUNDATION INC funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in DAVID A and AGATHA T ULRICH FOUNDATION INC's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Buccino Foundation
Naples, FL
The Buccino Foundation’s recent giving has supported unrestricted general operating expenses, with one grant of about $100,000 per year. Its 2025 grant went to Seton Hall University in New Jersey; applications must be submitted in writing to Gerald P. Buccino.
Assets
$1.2M
Grants
1
Total Given
$100K
Herbert a Meisler Charitable Foundation
Birmingham, AL
The Herbert A Meisler Charitable Foundation funds charitable organizations, with recent grants supporting autism and developmental disabilities services and cancer-related work. Its 2025 grants ranged from $25,000 to $250,000, mostly benefiting organizations in Alabama, with some support in Georgia. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$842K
Grants
2
Total Given
$275K
The Holmes Family Foundation Inc
Key Largo, FL
Assets
—
Grants
8
Total Given
$8K
L Cruz Foundation
Los Angeles, CA
The L Cruz Foundation supports churches and charitable organizations, with recent grants also going to causes such as cancer care and housing services. In 2025, its 11 grants ranged from $50 to $15,000, with a median of $2,000; most funding went to California, with smaller amounts to Florida and Mississippi. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$328K
Grants
11
Total Given
$29K
Altman Family Foundation
Hackensack, NJ
The Altman Family Foundation supports a varied range of charitable organizations, including animal welfare, disaster relief, education, and religious causes. In 2025, it made 11 grants totaling $119,550, ranging from $5,000 to $36,050, to organizations in several states, with the largest shares going to Virginia, Florida, and Colorado. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$195K
Grants
11
Total Given
$120K
The San Miguel Foundation Inc
Key Biscayne, FL
The San Miguel Foundation supports South Florida youth, with grants favoring South Florida-based and educational charities; recent funding has included schools, youth programs, churches, and community relief. Its 2025 grants ranged from $150 to $12,500, with a median of $2,039. It does not limit giving to preselected organizations and invites detailed grant requests, though no application deadline is listed.
Assets
$798K
Grants
11
Total Given
$36K
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from DAVID A and AGATHA T ULRICH FOUNDATION INC's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
DAVID A and AGATHA T ULRICH FOUNDATION INC down — hundreds of funders to go?