John Ulbrich Charitable Trust Inc
John Ulbrich Charitable Trust Inc is a private foundation based in Fort Lauderdale, Florida. It reported $260,000 in grants to 21 organizations in filing year 2025. Its filing states that it makes contributions only to preselected charitable organizations.
John Ulbrich Charitable Trust Inc at a glance
In short: John Ulbrich Charitable Trust Inc gave $260K across 21 grants in 2025 (avg $12K), mostly in Florida. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $260,000
- +3.6% vs 2024
- Grants made (2025)
- 21
- +0.0% vs 2024
- Average grant
- $12,381
- +3.6% vs 2024
- Median grant
- $10,000
- Total assets
- $3,600,736
- -6.3% vs 2024
- New grantees (estimate)
- 14% first-time grantees (3 of 21, 2025; small sample)
- Primary geography
- Florida (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to John Ulbrich Charitable Trust Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 888 S Andrews Ave Suite 302, Fort Lauderdale, FL 33316
Phone: (954) 351-9000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who John Ulbrich Charitable Trust Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Pace Center for Girls ($40K). Together the top 10 received $193K.
Grant Size Distribution
83 grants across all recorded years
The most common grant size was under $50K: 81 grants of 83 (98%).
Geographic Focus
Where this funder awards grants
In filing year 2025, 67% of grant dollars went to recipients in Florida, 11% to Georgia, 8% to Maine, 6% to California, and 5% to New York. These figures describe the locations of listed grant recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Is John Ulbrich Charitable Trust Inc open to new grantees?
14%
first-time grantees, 2025
In 2025, 3 of 21 grantees (14%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $6K; repeat grants $13K. How we count
Medians: $5K first-time, $10K repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving grew 91% from 2022 to 2025. Method
- In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $99K (2023) to $408K (2021). In 2025 it made 21 grants totaling $260K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pace Center for Girls Fort Lauderdale, FL | Charitable | $40,000 |
| Hands & Hearts for Horses Thomasville, GA | Charitable | $27,500 |
| Adopt a Family of the Palm Beaches Lake Worth, FL | Charitable | $20,000 |
| Make a Wish Fort Lauderdale, FL | Charitable | $20,000 |
| Wreaths Across America Columbia Falls, ME | Charitable | $20,000 |
| United Food Bank of Plant City Plant City, FL | Charitable | $20,000 |
| Team Rubicon Los Angeles, CA | Charitable | $15,000 |
| Freedom Waters Foundation Naples, FL | Charitable | $10,000 |
| US Sailing Center Martin Cnty Jensen Beach, FL | Charitable | $10,000 |
| Feeding South FL Pembroke Pines, FL | Charitable | $10,000 |
Ready to take the next step with John Ulbrich Charitable Trust Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,600,736 | $153,018 | $395,813 | $260,000 | 21 | $348,201 | $106,459 | $280,991 |
| 2024 | $3,843,488 | $106,705 | $384,184 | $251,000 | 21 | $336,678 | $75,736 | $272,326 |
| 2023 | $4,120,952 | $148,812 | $226,399 | $99,000 | 15 | $182,370 | $106,222 | $245,577 |
| 2022 | $4,198,539 | $144,221 | $265,634 | $136,220 | 6 | $219,590 | $103,525 | $250,059 |
| 2021 | $4,319,960 | $404,661 | $533,712 | $407,500 | 20 | $490,870 | $361,819 | $284,132 |
| 2020 | $4,448,960 | $147,666 | $247,502 | $126,500 | 15 | — | $107,632 | $248,345 |
Under IRS private-foundation payout rules, John Ulbrich Charitable Trust Inc reported a distributable amount of $281K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included organizations whose work, as described by the grantees, includes therapeutic riding and hippotherapy for people with disabilities (Hands & Hearts for Horses), honoring fallen service members and educating about freedom (Wreaths Across America), and disaster response (Team Rubicon). Freedom Waters Foundation describes its work as providing boating opportunities and marine education for people with disabilities, veterans, and youth at risk. Operation 300 describes its work as mentoring children of the fallen and promoting patriotism and service.
Grantmaking
In filing year 2025, the foundation awarded 21 grants totaling $260,000. Grants ranged from $5,000 to $40,000, with a median grant of $10,000. The largest awards included $40,000 to PACE Center for Girls; $27,500 to Hands & Hearts for Horses; and $20,000 each to Adopt A Family of the Palm Beaches, Make-A-Wish, Wreaths Across America, and United Food Bank of Plant City. Other listed grants included $15,000 to Team Rubicon and $10,000 each to Freedom Waters Foundation, US Sailing Center Martin County, Feeding South FL, Equine Assisted Therapies, and East Tennessee Community Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Andrew Storch as president, Jack Loving as vice president, and Mark Storrs as secretary.
John Ulbrich Charitable Trust Inc is led by Andrew Storch, President on every filing since 2020; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Andrew Storch
President
On filings since 2020
No compensation reported
Mark Storrs
Secretary
On filings since 2020
$75K (2020) → $82K (2025)
Jack Loving
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 $82K, to Mark Storrs (Secretary).
Frequently asked questions about John Ulbrich Charitable Trust Inc
How much does John Ulbrich Charitable Trust Inc give each year?
John Ulbrich Charitable Trust Inc gave $260K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $251K across 21 grants.
What is John Ulbrich Charitable Trust Inc's typical grant size?
John Ulbrich Charitable Trust Inc's median grant in 2025 was $10,000, and its average grant was $12,381, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John Ulbrich Charitable Trust Inc that year got $6K on average.
Where does John Ulbrich Charitable Trust Inc give grants?
John Ulbrich Charitable Trust Inc gives mostly in Florida: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Georgia (11%) and Maine (8%). The most frequent recipient cities were Fort Lauderdale, FL (3 grants).
Does John Ulbrich Charitable Trust Inc give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on John Ulbrich Charitable Trust Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (21 grants).
Who are John Ulbrich Charitable Trust Inc's largest grantees?
John Ulbrich Charitable Trust Inc's largest 2025 grantees include Pace Center for Girls ($40,000), Hands & Hearts for Horses ($27,500) and Adopt a Family of the Palm Beaches ($20,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is John Ulbrich Charitable Trust Inc?
John Ulbrich Charitable Trust Inc reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $348K in qualifying distributions that year, against a required minimum of $281K (roughly 5% of its investment assets).
What does John Ulbrich Charitable Trust Inc fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from John Ulbrich Charitable Trust Inc?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does John Ulbrich Charitable Trust Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Explore Open Grants
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Cite this profile
Grantable. (2026). John Ulbrich Charitable Trust Inc funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/john-ulbrich-charitable-trust-inc-morg_e903909c282841448e549f957b899724
BibTeX
@misc{grantable_823470733_2026,
author = {{Grantable}},
title = {{John Ulbrich Charitable Trust Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/john-ulbrich-charitable-trust-inc-morg_e903909c282841448e549f957b899724},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from John Ulbrich Charitable Trust Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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