Dr Edwin a Ulrich Charitable Trust
Dr Edwin a Ulrich Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Wappingers Falls, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $946K in total assets. In 2025, it awarded 4 grants totaling $55K. Net investment income was $45K.
Key facts about Dr Edwin a Ulrich Charitable Trust
In short: Dr Edwin a Ulrich Charitable Trust gave $55K across 4 grants in 2025 (avg $14K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 14-6161493
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $55,000
- Grants made (2025)
- 4
- Average grant
- $13,750
- Median grant
- $10,000
- Total assets
- $945,742
- Primary geography
- New York (82% 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
$946K
-2.5% YoY
Annual Giving
$55K
+7.8% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$14K
-19.1% YoY
Under IRS private-foundation payout rules, Dr Edwin a Ulrich Charitable Trust reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
How Dr Edwin a Ulrich Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 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 all 4 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MARIST COLLEGE Poughkeepsie, NY | SCHOLARSHIPS | $34,000 |
| SUNY NEW PALTZ New Paltz, NY | SCHOLARSHIPS | $10,000 |
| WICHITA STATE UNIVERSITY Wichita, KS | SCHOLARSHIPS | $10,000 |
| HUDSON VALLEY HOSPICE Poughkeepsie, NY | GENERAL SUPPORT | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $945,742 | $969,526 | $1,036,151 |
| Revenue | $64,837 | $9,229 | $71,518 |
| Expenses | $88,621 | $75,854 | $76,309 |
| Qualifying Distributions | $60,461 | $54,170 | $57,500 |
| Net Investment Income | $45,105 | $44,137 | $59,996 |
| Distributable Amount | $61,879 | $59,131 | $58,569 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Dr Edwin a Ulrich Charitable Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jeffrey P. Armstrong
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $4K (2025)
John R. Conklin
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $4K (2025)
Leandra C. Armstrong
Trustee
On filings since 2024
1 hr/week
$1K (2025)
Former officers (1)
- Former: John Regan (2020–2023) — Trustee
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.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Dr Edwin a Ulrich Charitable Trust
How much does Dr Edwin a Ulrich Charitable Trust give each year?
Dr Edwin a Ulrich Charitable Trust gave $55K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 3 grants.
What is Dr Edwin a Ulrich Charitable Trust's typical grant size?
Dr Edwin a Ulrich Charitable Trust's median grant in 2025 was $10,000, and its average grant was $13,750, across 4 grants on its 2025 IRS Form 990-PF.
Where does Dr Edwin a Ulrich Charitable Trust give grants?
Dr Edwin a Ulrich Charitable Trust gives mostly in New York: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kansas (18%). The most frequent recipient cities were Poughkeepsie, NY (2 grants).
Does Dr Edwin a Ulrich Charitable Trust give general operating support?
Yes: 25% of Dr Edwin a Ulrich Charitable Trust's 2025 grants with a stated purpose (1 of 4) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarships" (3 grants).
How large is Dr Edwin a Ulrich Charitable Trust?
Dr Edwin a Ulrich Charitable Trust reported $946K in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).
What is Dr Edwin a Ulrich Charitable Trust?
Dr Edwin a Ulrich Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Wappingers Falls, NY. It holds $946K in total assets as of 2025.
What is Dr Edwin a Ulrich Charitable Trust's EIN?
Dr Edwin a Ulrich Charitable Trust's EIN (Employer Identification Number) is 14-6161493. 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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