DAVID A and AGATHA T ULRICH FOUNDATION INC

Private foundation · Grantmaker Delafield, WI EIN: 39-1688631
EducationReligion

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2025 grant dollars on its one itemized grant.

Cities

MilwaukeeFranklinLittle RockCoconut Creek

Giving Over Time

Total grant dollars and number of grants per year

$0$500$1K$1.5K$2K0 grants2020 1 grant2021 1 grant2022 3 grants2023 3 grants2024 1 grant2025

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

School Sisters of St Francis: $400School Sisters of St Francis$400

The largest 2025 recipient was School Sisters of St Francis ($400).

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
School Sisters of St Francis Milwaukee, WIReligious Ministries$400

Financial History

Multi-year comparison from IRS filings

Expenses
Qualifying Distributions
$0$500$1K$1.5K$2K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  7. 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.

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