Doris W Ulmer & Conway a Ulmer Charitable Trust

Private foundation · Grantmaker Minersville, PA EIN: 27-4659772

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

1state

Share of 2024 grant dollars across all 3 itemized grants.

States

Cities

Pottsville

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024

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

Masonic Charities: $21KMasonic Charities$21KSchuylkill United Way: $3KSchuylkill United Way$3KUnited Presbyterian Church: $3KUnited Presbyterian Church$3K

The largest 2024 recipient was Masonic Charities ($21K). Together the top 3 received $26K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Masonic Charities Pottsville, PACharitable$20,760
Schuylkill United Way Pottsville, PACharitable$2,583
United Presbyterian Church Pottsville, PAReligion$2,583

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024
Metric202420232022
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 13, 2020)
  2. 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

James C Bohorad — Trustee: $3KJames C BohoradTrustee$3K

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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