Dr Edwin a Ulrich Charitable Trust
Dr Edwin a Ulrich Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POUGHKEEPSIE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $970K in total assets. In 2024, it awarded 3 grants totaling $51K. Net investment income was $44K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$970K
-6.4% YoY
Annual Giving
$51K
-1.0% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$17K
+32.0% YoY
Under IRS private-foundation payout rules, Dr Edwin a Ulrich Charitable Trust reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
About Dr Edwin a Ulrich Charitable Trust
Based on IRS filings
Dr Edwin a Ulrich Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POUGHKEEPSIE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $970K in total assets. In 2024, it awarded 3 grants totaling $51K. Net investment income was $44K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $969,526 | $1,036,151 | $1,040,942 |
| Revenue | $9,229 | $71,518 | $80,662 |
| Expenses | $75,854 | $76,309 | $76,801 |
| Qualifying Distributions | $54,170 | $57,500 | $58,000 |
| Net Investment Income | $44,137 | $59,996 | $68,458 |
| Distributable Amount | $59,131 | $58,569 | $61,774 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Marist College ($34,000), Suny New Paltz ($10,000), The Bardavon ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MARIST COLLEGE POUGHKEEPSIE, NY | SCHOLARSHIPS | $34,000 |
| SUNY NEW PALTZ NEW PALTZ, NY | SCHOLARSHIPS | $10,000 |
| THE BARDAVON POUGHKEEPSIE, NY | GENERAL SUPPORT | $7,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN R CONKLIN | TRUSTEE | 1 | $3,004 |
| JEFFREY P ARMSTRONG | TRUSTEE | 1 | $3,004 |
| LEANDRA C ARMSTRONG | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 POUGHKEEPSIE, NY. It holds $970K in total assets as of 2024.
How large is Dr Edwin a Ulrich Charitable Trust?
As of 2024, Dr Edwin a Ulrich Charitable Trust holds $970K in total assets with $9K in annual revenue. It awarded 3 grants totaling $51K in 2024.
Where does Dr Edwin a Ulrich Charitable Trust operate?
Dr Edwin a Ulrich Charitable Trust has awarded grants in New York, South Carolina.
What size grants does Dr Edwin a Ulrich Charitable Trust award?
In 2024, Dr Edwin a Ulrich Charitable Trust awarded 3 grants totaling $51K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Dr Edwin a Ulrich Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dr Edwin a Ulrich Charitable Trust reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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