Elise W Ulbricht Annuity Trust

Foundation · Grantmaker PITTSBURGH, PA EIN: 52-6185959

Elise W Ulbricht Annuity Trust is a private foundation focused on Environment & Animals, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $52K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

-1.7% YoY

Annual Giving

$52K

-5.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$52K

-5.5% YoY

Under IRS private-foundation payout rules, Elise W Ulbricht Annuity Trust reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.

About Elise W Ulbricht Annuity Trust

Based on IRS filings

Focus Areas

Environment & Animals

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $280K (100%)

States

District of Columbia

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,033,348	$1,051,338	$1,094,894
Revenue	$51,289	$24,580	$23,446
Expenses	$68,886	$69,912	$82,258
Qualifying Distributions	$55,127	$55,565	$64,014
Net Investment Income	$37,550	$11,875	$8,788
Distributable Amount	$57,244	$52,577	$55,633

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Humane Society of the Us ($51,834).

Recipient	Purpose	Amount
HUMANE SOCIETY OF THE US WASHINGTON, DC	GENERAL SUPPORT	$51,834

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK NA	TRUSTEE	4	$16,467

Subject Areas

Focus areas based on grantmaking activity

Environment & Animals

Frequently Asked Questions

What is Elise W Ulbricht Annuity Trust?

Elise W Ulbricht Annuity Trust is a private foundation focused on Environment & Animals, based in PITTSBURGH, PA. It holds $1.0M in total assets as of 2024.

How large is Elise W Ulbricht Annuity Trust?

As of 2024, Elise W Ulbricht Annuity Trust holds $1.0M in total assets with $51K in annual revenue. It awarded 1 grants totaling $52K in 2024.

Where does Elise W Ulbricht Annuity Trust operate?

Elise W Ulbricht Annuity Trust has awarded grants in District of Columbia.

What size grants does Elise W Ulbricht Annuity Trust award?

In 2024, Elise W Ulbricht Annuity Trust awarded 1 grants totaling $52K — an average of about $52K per grant, based on its IRS Form 990 filings.

How much is Elise W Ulbricht Annuity Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Elise W Ulbricht Annuity Trust reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Elise W Ulbricht Annuity Trust's EIN?

Elise W Ulbricht Annuity Trust's EIN (Employer Identification Number) is 52-6185959. IRS Form 990 filing data is available on this page for 2020–2024.