Doris W Ulmer & Conway a Ulmer Charitable Trust
Doris W Ulmer & Conway a Ulmer Charitable Trust is a private foundation, based in Minersville, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $281K in total assets. In 2024, it awarded 3 grants totaling $26K. Net investment income was $15K.
Key facts about Doris W Ulmer & Conway a Ulmer Charitable Trust
In short: Doris W Ulmer & Conway a Ulmer Charitable Trust gave $26K across 3 grants in 2024 (avg $9K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- EIN
- 27-4659772
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $25,926
- Grants made (2024)
- 3
- Average grant
- $8,642
- Median grant
- $2,583
- Total assets
- $281,407
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$281K
-6.8% YoY
Annual Giving
$26K
-8.5% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$9K
-8.5% YoY
Under IRS private-foundation payout rules, Doris W Ulmer & Conway a Ulmer Charitable Trust reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
How Doris W Ulmer & Conway a Ulmer Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $26K (2024) to $30K (2022). In 2024 it made 3 grants totaling $26K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Masonic Charities ($21K). Together the top 3 received $26K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Charities Pottsville, PA | Charitable | $20,760 |
| Schuylkill United Way Pottsville, PA | Charitable | $2,583 |
| United Presbyterian Church Pottsville, PA | Religion | $2,583 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $281,407 | $302,047 | $324,127 |
| Revenue | $14,826 | $15,059 | $15,189 |
| Expenses | $36,057 | $36,244 | $41,524 |
| Qualifying Distributions | $25,926 | $28,323 | $30,089 |
| Net Investment Income | $14,826 | $15,059 | $15,189 |
| Distributable Amount | $26,504 | $25,826 | $28,323 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 13, 2020)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Doris W Ulmer & Conway a Ulmer Charitable Trust is led by James C. Bohorad, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2024 filing
James C. Bohorad
Trustee
On filings since 2019
2 hrs/week
$1K (2019) → $3K (2024)
Former officers (1)
- Former: Fred J. Boote (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $3K, to James C Bohorad (Trustee).
Frequently asked questions about Doris W Ulmer & Conway a Ulmer Charitable Trust
How much does Doris W Ulmer & Conway a Ulmer Charitable Trust give each year?
Doris W Ulmer & Conway a Ulmer Charitable Trust gave $26K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $28K across 3 grants.
What is Doris W Ulmer & Conway a Ulmer Charitable Trust's typical grant size?
Doris W Ulmer & Conway a Ulmer Charitable Trust's median grant in 2024 was $2,583, and its average grant was $8,642, across 3 grants on its 2024 IRS Form 990-PF.
Where does Doris W Ulmer & Conway a Ulmer Charitable Trust give grants?
Doris W Ulmer & Conway a Ulmer Charitable Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pottsville, PA (3 grants).
Does Doris W Ulmer & Conway a Ulmer Charitable Trust give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Doris W Ulmer & Conway a Ulmer Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
How large is Doris W Ulmer & Conway a Ulmer Charitable Trust?
Doris W Ulmer & Conway a Ulmer Charitable Trust reported $281K in total assets on its 2024 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Doris W Ulmer & Conway a Ulmer Charitable Trust's EIN?
Doris W Ulmer & Conway a Ulmer Charitable Trust's EIN (Employer Identification Number) is 27-4659772. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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