Elise W Ulbricht Annuity Trust
Elise W Ulbricht Annuity Trust is a private foundation focused on Environment & Animals, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $54K. Net investment income was $84K.
Key facts about Elise W Ulbricht Annuity Trust
In short: Elise W Ulbricht Annuity Trust gave $54K across 1 grant in 2025 (avg $54K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- EIN
- 52-6185959
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $53,951
- Grants made (2025)
- 1
- Average grant
- $53,951
- Median grant
- $53,951
- Total assets
- $1,059,598
- Primary geography
- District of Columbia (100% 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
$1.1M
+2.5% YoY
Annual Giving
$54K
+4.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$54K
+4.1% YoY
Under IRS private-foundation payout rules, Elise W Ulbricht Annuity Trust reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
How Elise W Ulbricht Annuity Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 97% 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 the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $52K (2019) to $63K (2022). In 2025 it made 1 grant totaling $54K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Humane World for Animals Inc ($54K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Humane World for Animals Inc Washington, DC | General Support | $53,951 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,059,598 | $1,033,348 | $1,051,338 |
| Revenue | $98,336 | $51,289 | $24,580 |
| Expenses | $72,323 | $68,886 | $69,912 |
| Qualifying Distributions | $57,342 | $55,127 | $55,565 |
| Net Investment Income | $84,116 | $37,550 | $11,875 |
| Distributable Amount | $59,213 | $57,244 | $52,577 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 24, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
Leadership & Key People
Officers and directors from IRS filings
Elise W Ulbricht Annuity Trust's only listed officer is PNC Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
New on the 2025 filing
1 hr/week
$17K (2025)
Former officers (1)
- Former: PNC Bank NA (2019–2024) — Trustee
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 $17K, to PNC Bank N a (Trustee).
Frequently asked questions about Elise W Ulbricht Annuity Trust
How much does Elise W Ulbricht Annuity Trust give each year?
Elise W Ulbricht Annuity Trust gave $54K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 1 grant.
How large is Elise W Ulbricht Annuity Trust?
Elise W Ulbricht Annuity Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $59K (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 Elise W Ulbricht Annuity Trust?
Elise W Ulbricht Annuity Trust is a private foundation focused on Environment & Animals, based in Pittsburgh, PA. It holds $1.1M in total assets as of 2025.
Where does Elise W Ulbricht Annuity Trust operate?
Elise W Ulbricht Annuity Trust has awarded grants in District of Columbia.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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