Harold and Anna S Ullian Charitable
Harold and Anna S Ullian Charitable is a private foundation, based in CHESTNUT HILL, MA. IRS filing data is available for 2020. As of 2020, the organization holds $4.4M in total assets. In 2020, it awarded 18 grants totaling $383K. Net investment income was $3.1M.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
$4.4M
Annual Giving
$383K
Grant Count
18
Avg Grant Size
$21K
Under IRS private-foundation payout rules, Harold and Anna S Ullian Charitable reported a distributable amount of $214K for 2020 — the minimum it must pay out in qualifying distributions.
About Harold and Anna S Ullian Charitable
Based on IRS filings
Harold and Anna S Ullian Charitable is a private foundation, based in CHESTNUT HILL, MA. IRS filing data is available for 2020. As of 2020, the organization holds $4.4M in total assets. In 2020, it awarded 18 grants totaling $383K. Net investment income was $3.1M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | $4,387,273 |
| Revenue | $3,165,562 |
| Expenses | $450,096 |
| Qualifying Distributions | — |
| Net Investment Income | $3,097,966 |
| Distributable Amount | $213,622 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Beth Israel Deaconess Medical Cente ($90,000), Hebrew Senior Life ($80,000), Jewish Family and Children Services ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN TECHNION SOCIETY NEWTON, MA | UNRESTRICTED | $20,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTE BOSTON, MA | NRESTRICTED | $90,000 |
| CHILDRENS MEDICAL CENTER BOSTON, MA | UNRESTRICTED | $7,500 |
| COMBINED JEWISH PHILANTHROPIES BOSTON, MA | UNRESTRICTED | $30,000 |
| CAMERA BOSTON, MA | UNRESTRICTED | $10,000 |
| FACING HISTORY AND OURSELVES BROOKLINE, MA | UNRESTRICTED | $5,000 |
| FRIENDS OF THE FORUM HARTSDALE, NY | UNRESTRICTED | $15,000 |
| HADASSAH NEWTON, MA | UNRESTRICTED | $15,000 |
| HEBREW SENIOR LIFE ROSLINDALE, MA | UNRESTRICTED | $80,000 |
| JEWISH FAMILY AND CHILDREN SERVICES WALTHAM, MA | UNRESTRICTED | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN A MEYER | Trustee | — | — |
| SUSAN GINNS | Trustee | — | — |
| DAVID KOPELMAN | Trustee | — | — |
Frequently Asked Questions
How large is Harold and Anna S Ullian Charitable?
As of 2020, Harold and Anna S Ullian Charitable holds $4.4M in total assets with $3.2M in annual revenue. It awarded 18 grants totaling $383K in 2020.
Where does Harold and Anna S Ullian Charitable operate?
Harold and Anna S Ullian Charitable has awarded grants in California, Massachusetts, New York.
What size grants does Harold and Anna S Ullian Charitable award?
In 2020, Harold and Anna S Ullian Charitable awarded 18 grants totaling $383K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Harold and Anna S Ullian Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Harold and Anna S Ullian Charitable reported a distributable amount of $214K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Harold and Anna S Ullian Charitable's EIN?
Harold and Anna S Ullian Charitable's EIN (Employer Identification Number) is 04-3107591. IRS Form 990 filing data is available on this page for 2020.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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