Harold and Anna S Ullian Charitable

Foundation · Grantmaker CHESTNUT HILL, MA EIN: 04-3107591

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

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $338K (88%)

New York $35K (9%)

California $10K (3%)

States

California Massachusetts New York

Cities

BostonBrooklineCambridgeHartsdaleLos AngelesNeedhamNew YorkNewtonNewtonvilleRoslindaleWaltham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.