Dr Edwin a Ulrich Charitable Trust
Dr Edwin a Ulrich Charitable Trust is a private foundation, 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.
Dr Edwin a Ulrich Charitable Trust at a glance
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.
- Annual giving (2025)
- $55,000
- +7.8% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $13,750
- -19.1% vs 2024
- Median grant
- $10,000
- Total assets
- $945,742
- -2.5% vs 2024
- Primary geography
- New York (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dr Edwin a Ulrich Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Marist College ($34K). Together the top 3 received $45K.
Organizations only. It also paid 1 individual scholarship ($10,000), which are not listed by name.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $51K (2024) to $55K (2025). In 2025 it made 4 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marist College Poughkeepsie, NY | Scholarships | $34,000 |
| 1 individual scholarship Recipients not named | — | $10,000 |
| Wichita State University Wichita, KS | Scholarships | $10,000 |
| Hudson Valley Hospice Poughkeepsie, NY | General Support | $1,000 |
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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 | $945,742 | $64,837 | $88,621 | $55,000 | 4 | $60,461 | $45,105 | $61,879 |
| 2024 | $969,526 | $9,229 | $75,854 | $51,000 | 3 | $54,170 | $44,137 | $59,131 |
| 2023 | $1,036,151 | $71,518 | $76,309 | $51,500 | 4 | $57,500 | $59,996 | $58,569 |
| 2022 | $1,040,942 | $80,662 | $76,801 | $52,000 | 6 | $58,000 | $68,458 | $61,774 |
| 2021 | $1,034,903 | $74,174 | $76,913 | $53,000 | 7 | $58,333 | $60,656 | $61,965 |
| 2020 | $1,037,642 | $96,730 | $73,692 | $52,000 | 6 | — | $100,263 | $53,542 |
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.
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
The highest reported compensation on the 2025 filing was $4K, to John R Conklin (Trustee). 3 officers or directors reported compensation on that 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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(2)
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
Live grants for the work Dr Edwin a Ulrich Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Dr Edwin a Ulrich Charitable Trust's focus areas in our free grants database
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