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 2025. As of 2025, the organization holds $258K in total assets. In 2025, it awarded 3 grants totaling $26K. Net investment income was $15K.
Doris W Ulmer & Conway a Ulmer Charitable Trust at a glance
In short: Doris W Ulmer & Conway a Ulmer Charitable Trust gave $26K across 3 grants in 2025 (avg $9K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,204
- +1.1% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $8,735
- +1.1% vs 2024
- Median grant
- $2,620
- Total assets
- $257,934
- -8.3% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Doris W Ulmer & Conway a Ulmer Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Doris W Ulmer & Conway a Ulmer Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 94% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $26K (2024) to $30K (2022). In 2025 it made 3 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Charities Pottsville, PA | Charitable | $20,964 |
| Schuylkill United Way Pottsville, PA | Charitable | $2,620 |
| United Presbyterian Church Pottsville, PA | Religion | $2,620 |
Ready to take the next step with Doris W Ulmer & Conway a Ulmer Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $257,934 | $14,750 | $37,028 | $26,204 | 3 | $26,984 | $14,750 | $28,590 |
| 2024 | $281,407 | $14,826 | $36,057 | $25,926 | 3 | $25,926 | $14,826 | $26,504 |
| 2023 | $302,047 | $15,059 | $36,244 | $28,323 | 3 | $28,323 | $15,059 | $25,826 |
| 2022 | $324,127 | $15,189 | $41,524 | $30,089 | 3 | $30,089 | $15,189 | $28,323 |
| 2021 | $369,930 | $13,808 | $37,048 | $27,370 | 3 | — | $13,808 | $30,089 |
| 2020 | $391,203 | $13,242 | $36,656 | $27,270 | 3 | — | $13,242 | $27,370 |
| 2019 | $414,617 | $13,936 | $36,140 | $27,427 | 3 | — | $13,936 | $27,270 |
Under IRS private-foundation payout rules, Doris W Ulmer & Conway a Ulmer Charitable Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Doris W Ulmer & Conway a Ulmer Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Fred J. Boote
Co-Trustee
Trustee → Co-Trustee, 2025
On filings since 2019
2 hrs/week
$1K (2019) → $1K (2025)
James C. Bohorad
Co-Trustee
Trustee → Co-Trustee, 2025
On filings since 2019
2 hrs/week
$1K (2019) → $1K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to James C Bohorad (Co-Trustee). 2 officers or directors reported compensation on that filing.
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 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K 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 2025 was $2,620, and its average grant was $8,735, across 3 grants on its 2025 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 2025 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 2025: none of the 3 grants with a stated purpose on Doris W Ulmer & Conway a Ulmer Charitable Trust's 2025 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 $258K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $29K (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 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 3, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 13, 2020)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Doris W Ulmer & Conway a Ulmer Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Doris W Ulmer & Conway a Ulmer Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Herman Yudacufski Charitable Foundation
St Clair, PA
Assets
$2.3M
Grants
48
Total Given
$90K
United Way of the Capital Region
Enola, PA
United Way of the Capital Region funds programs addressing basic needs, health-care access, school readiness, workforce development and community resilience, primarily in Cumberland, Dauphin and Perry counties, Pennsylvania. Its 2025 grants ranged from $5,183 to $160,751, with a median of $9,231. It directs agencies to submit funding proposals through its e-CImpact system; the information does not state whether unsolicited requests are accepted.
Assets
$31.9M
Grants
157
Total Given
$3.3M
Ben D Spagolio Charitable Trust
Pottsville, PA
Assets
$355K
Grants
32
Total Given
$15K
Synthomer Foundation Inc
Beachwood, OH
Synthomer Foundation supports nonprofit projects in education, health and human services, civic initiatives, and the arts, primarily in U.S. communities where Synthomer operates. Its 2024 grants ranged from $25 to $40,000, with a median of $3,000; it accepts requests through its grant-request process, with an October 31 deadline.
Assets
$24.2M
Grants
289
Total Given
$1.3M
United Way of the Greater Lehigh Valley
Allentown, PA
United Way of the Greater Lehigh Valley funds nonprofit work in education, healthy aging and community stability, primarily serving the Greater Lehigh Valley. Its 2025 grants had a median of $17,814, though amounts varied widely; organizations must first submit a qualification application, and the profile does not say whether unsolicited funding requests are accepted.
Assets
$23.4M
Grants
378
Total Given
$21.5M
Capstone Legacy Foundation Inc
Wayne, PA
Capstone Legacy Foundation supports Christian charitable, religious, and educational organizations, primarily through donor-advised funds and fiscal sponsorship; proposed ministry recipients must sign its Statement of Faith. In 2024, grants ranged from $6,000 to $350,000, with a median of $40,000, and went to organizations in multiple states, especially Pennsylvania, Arizona, Florida, Montana, and Texas. The profile does not state whether it accepts unsolicited requests.
Assets
$4.2M
Grants
23
Total Given
$1.2M
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Doris W Ulmer & Conway a Ulmer Charitable Trust'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.
Doris W Ulmer & Conway a Ulmer Charitable Trust down — hundreds of funders to go?