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
1
+0.0% YoY
Avg Grant Size
$52K
-5.5% YoY
About Elise W Ulbricht Annuity Trust
Based on IRS filings
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.
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 | $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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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