John Ulbrich Charitable Trust Inc is a private foundation focused on Human Services, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 21 grants totaling $251K. Net investment income was $76K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
-6.7% YoY
Annual Giving
$251K
+153.5% YoY
Grant Count
21
+40.0% YoY
Avg Grant Size
$12K
+81.1% YoY
Under IRS private-foundation payout rules, John Ulbrich Charitable Trust Inc reported a distributable amount of $272K for 2024 — the minimum it must pay out in qualifying distributions.
About John Ulbrich Charitable Trust Inc
Based on IRS filings
John Ulbrich Charitable Trust Inc is a private foundation focused on Human Services, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 21 grants totaling $251K. Net investment income was $76K.
Focus Areas
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,843,488 | $4,120,952 | $4,198,539 |
| Revenue | $106,705 | $148,812 | $144,221 |
| Expenses | $384,184 | $226,399 | $265,634 |
| Qualifying Distributions | $336,678 | $182,370 | $219,590 |
| Net Investment Income | $75,736 | $106,222 | $103,525 |
| Distributable Amount | $272,326 | $245,577 | $250,059 |
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 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lauderdale Yacht Club Sailing Found ($110,000), Adopt a Family of the Palm Beaches ($20,000), Equine Assisted Therapies ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LAUDERDALE YACHT CLUB SAILING FOUND FORT LAUDERDALE, FL | CHARITABLE | $110,000 |
| PACE CENTER FOR GIRLS FORT LAUDERDALE, FL | CHARITABLE | $5,000 |
| ADOPT A FAMILY OF THE PALM BEACHES LAKE WORTH, FL | CHARITABLE | $20,000 |
| FREEDOM WATERS FOUNDATION NAPLES, FL | CHARITABLE | $5,000 |
| TEAM PARADISE MIAMI, FL | CHARITABLE | $2,500 |
| US SAILING CENTER MARTIN CNTY JENSEN BEACH, FL | CHARITABLE | $15,000 |
| HONOR FLIGHT SOUTH FL PLANTATION, FL | CHARITABLE | $2,500 |
| FEEDING SOUTH FL PEMBROKE PINES, FL | CHARITABLE | $5,000 |
| BIG DOG RANCH RESCUE WELLINGTON, FL | CHARITABLE | $2,000 |
| TEAM RUBICON LOS ANGELES, CA | CHARITABLE | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW STORCH | PRESIDENT | — | — |
| JACK LOVING | VICE PRESIDE | — | — |
| MARK STORRS | SECRETARY | — | $79,529 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is John Ulbrich Charitable Trust Inc?
John Ulbrich Charitable Trust Inc is a private foundation focused on Human Services, based in FORT LAUDERDALE, FL. It holds $3.8M in total assets as of 2024.
How large is John Ulbrich Charitable Trust Inc?
As of 2024, John Ulbrich Charitable Trust Inc holds $3.8M in total assets with $107K in annual revenue. It awarded 21 grants totaling $251K in 2024.
Where does John Ulbrich Charitable Trust Inc operate?
John Ulbrich Charitable Trust Inc has awarded grants in California, Florida, Georgia, Kentucky, Maine, North Carolina, New York, Tennessee, Texas.
What size grants does John Ulbrich Charitable Trust Inc award?
In 2024, John Ulbrich Charitable Trust Inc awarded 21 grants totaling $251K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is John Ulbrich Charitable Trust Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, John Ulbrich Charitable Trust Inc reported a distributable amount of $272K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John Ulbrich Charitable Trust Inc's EIN?
John Ulbrich Charitable Trust Inc's EIN (Employer Identification Number) is 82-3470733. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in John Ulbrich Charitable Trust Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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