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.
Key facts about DAVID A and AGATHA T ULRICH FOUNDATION INC
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.
- EIN
- 39-1688631
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $400
- Grants made (2025)
- 1
- Average grant
- $400
- Median grant
- $400
- Total assets
- $409
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$409
-54.0% YoY
Annual Giving
$400
-70.1% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$400
-10.4% YoY
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.
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.
Ready to take the next step with DAVID A and AGATHA T ULRICH FOUNDATION INC?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| School Sisters of St Francis Milwaukee, WI | Religious Ministries | $400 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $409 | $889 | $2,229 |
| Expenses | $480 | $1,340 | $1,730 |
| Qualifying Distributions | $480 | $1,340 | $1,730 |
| Distributable Amount | $41 | $104 | $160 |
Data update history
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
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.
Here's the math on researching DAVID A and AGATHA T ULRICH FOUNDATION INC by hand.
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
Hakim Family Foundation
Nashville, TN
The Hakim Family Foundation supports charitable organizations working in areas including international humanitarian relief, education, health, child welfare, hunger, and housing. Its 2024 grants ranged from $5,000 to $50,000, with a median of $10,000, and went to organizations across multiple states and Washington, D.C. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$711K
Grants
77
Total Given
$1.0M
The Charitable Foundation
Vermontville, NY
The foundation supports education, performing arts, addiction recovery, religious and community programs, and services for disadvantaged people. Its 2025 grants ranged from $1,000 to $40,000, with a median of $1,500, and went mainly to organizations in North Carolina, New York, Wyoming, and Florida. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$2.1M
Grants
56
Total Given
$201K
The Marvin Ronald Bernstein Foundation
Upland, CA
The foundation supports preselected charitable organizations working in areas such as child and family services, community and religious activities, counseling, education, and cultural instruction. Its 2024 grants ranged from $2,500 to $22,625, with a median of $10,000; most funding went to California, with smaller amounts to organizations in Oregon, Massachusetts, Virginia, and Pennsylvania. It does not accept unsolicited requests.
Assets
$5.7M
Grants
20
Total Given
$207K
LFH Foundation Family Trust
Delray Beach, FL
The foundation supports preselected charitable organizations across education, human services, health research, and historical preservation; its 2024 grants ranged from $1,000 to $500,000, with a median of $16,500. Most 2024 funding went to New York, followed by New Jersey, Florida, California, and Massachusetts. It does not accept unsolicited funding requests.
Assets
$26.7M
Grants
38
Total Given
$1.7M
Jim G Hetherly Foundation
Bryan, TX
The Jim G. Hetherly Foundation supports education, safety and shelter, and health and water, including college scholarships for college-bound high school seniors. Recent grants were typically $1,000–$10,000 (median $5,000), with nearly half of 2025 funding going to Texas and other grants reaching several states. It accepts written requests by mail, addressed to Juli, by July 30 each year.
Assets
$1.3M
Grants
13
Total Given
$61K
Oshkosh Area Community Foundation Corporation
Oshkosh, WI
The Oshkosh Area Community Foundation funds charitable and educational work, including community arts, basic needs, youth programs, and nonprofit capacity, in Winnebago, Waushara, and Green Lake counties and the City of Ripon. Its 2025 grants had a median of $18,550 and ranged from $5,250 to $1 million; it offers competitive grant programs with varying guidelines and eligibility.
Assets
$200.8M
Grants
126
Total Given
$8.2M
The Sandy Hill Foundation
Madison, NJ
The Sandy Hill Foundation supports community, education, health, and human-services organizations, with most 2024 grant dollars going to New Jersey and additional funding in Pennsylvania and Florida. Its 2024 grants ranged from $1,000 to $500,000, with a median of $10,000. It does not accept unsolicited requests and funds only preselected organizations.
Assets
$25.4M
Grants
117
Total Given
$3.9M
The Holmes Family Foundation Inc
Key Largo, FL
Assets
—
Grants
8
Total Given
$8K
Cotten Charitable Trust
Pennington, NJ
The Cotten Charitable Trust supports charitable organizations in areas including arts, education and childcare, public media, and food assistance, primarily in Florida, with some funding in Maryland. In 2024, its 16 grants ranged from $10,000 to $45,787, with a median of $27,472. It makes grants only to preselected organizations and does not accept unsolicited requests.
Assets
$6.3M
Grants
16
Total Given
$422K
Brady-Cashill Fdn Inc
Pennington, NJ
The Brady-Cashill Foundation supports a varied range of charitable organizations, including Catholic and faith-based groups, education, poverty relief, health, and youth services. In 2025, it made 22 grants of $500–$50,000, with a median of $5,000; most funding went to New Jersey and New York organizations. It funds only preselected charities and does not accept unsolicited requests.
Assets
$667K
Grants
22
Total Given
$226K
Arc Foundation Inc
Allentown, NJ
ARC Foundation Inc supports food assistance, homelessness services, youth services, and other humanitarian and community programs. In 2025, it awarded 35 grants totaling $276,228, with a median grant of $1,000; most funding went to North Carolina and New Jersey. It considers requests for charitable activities, but normally does not consider requests for general fundraising drives.
Assets
$248K
Grants
35
Total Given
$276K
Community Foundation of the Texas Hill Country Inc
Kerrville, TX
The Community Foundation of the Texas Hill Country supports nonprofits through grants, with Community Impact Fund priorities in arts and culture, basic needs, the environment, and youth development. Its 2025 grants had a median award of $50,000, and it serves Bandera, Blanco, Edwards, Gillespie, Kendall, Kerr, Kimble, Mason, Real, and Uvalde counties in Texas. The Community Impact Fund accepts unsolicited applications through an annual competitive process.
Assets
$173.2M
Grants
202
Total Given
$60.0M
More Funders in Wisconsin
DAVID A and AGATHA T ULRICH FOUNDATION INC down — hundreds of funders to go?