Linda Petro Ulrey & Laurence a ULR
Linda Petro Ulrey & Laurence a ULR is a private foundation, based in Bloomfield Hills, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $585K in total assets. In 2025, it awarded 6 grants totaling $31K. Net investment income was $25K.
Linda Petro Ulrey & Laurence a ULR at a glance
In short: Linda Petro Ulrey & Laurence a ULR gave $31K across 6 grants in 2025 (avg $5K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,150
- +24.6% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $5,192
- +3.8% vs 2024
- Median grant
- $1,000
- Total assets
- $585,478
- +8.3% vs 2024
- Primary geography
- Ohio (87% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Linda Petro Ulrey & Laurence a ULR funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Fidelity Charitable Donation ($27K). Together the top 6 received $31K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Linda Petro Ulrey & Laurence a ULR gives
- Giving grew 21% from 2022 to 2025. Method
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $22K (2023) to $31K (2025). In 2025 it made 6 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Donation Cincinnati, OH | Charitable Purposes | $27,000 |
| Angels Place Southfield, MI | Charitable Purposes | $2,000 |
| Corewell Health Foundation Grand Rapids, MI | Charitable Purposes | $1,500 |
| Mackinac Center Midland, MI | Charitable Purposes | $500 |
| Holy Name Catholic Church Birmingham, MI | Charitable Purposes | $100 |
| Woodside Bible Church Royal Oak, MI | Charitable Purposes | $50 |
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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 | $585,478 | $34,369 | $32,150 | $31,150 | 6 | $32,150 | $25,475 | $27,370 |
| 2024 | $540,359 | $-884 | $25,950 | $25,000 | 5 | $25,950 | — | $24,893 |
| 2023 | $470,521 | $-8,554 | $23,170 | $22,200 | 3 | $23,170 | — | $22,042 |
| 2022 | $424,592 | $-7,700 | $27,472 | $25,700 | 2 | $27,472 | — | $23,004 |
| 2021 | $509,596 | $2,013 | $30,522 | $27,900 | 3 | $30,522 | $2,013 | $25,080 |
| 2020 | $514,153 | $55,286 | $25,801 | $24,785 | 2 | — | $55,286 | $23,568 |
Under IRS private-foundation payout rules, Linda Petro Ulrey & Laurence a ULR reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Linda Petro Ulrey & Laurence a ULR is led by Laurence A. Ulrey, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Laurence A. Ulrey
President
On filings since 2020
No compensation reported
Lindsay A. Ulrey
Director
On filings since 2020
No compensation reported
Stephen J. Ulrey
Director
On filings since 2020
No compensation reported
Linda Petro Ulrey
Secretary & Treasurer
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.
Frequently asked questions about Linda Petro Ulrey & Laurence a ULR
How much does Linda Petro Ulrey & Laurence a ULR give each year?
Linda Petro Ulrey & Laurence a ULR gave $31K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 5 grants.
What is Linda Petro Ulrey & Laurence a ULR's typical grant size?
Linda Petro Ulrey & Laurence a ULR's median grant in 2025 was $1,000, and its average grant was $5,192, across 6 grants on its 2025 IRS Form 990-PF.
Where does Linda Petro Ulrey & Laurence a ULR give grants?
Linda Petro Ulrey & Laurence a ULR gives mostly in Ohio: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Michigan (13%).
Who are Linda Petro Ulrey & Laurence a ULR's largest grantees?
Linda Petro Ulrey & Laurence a ULR's largest 2025 grantees include Fidelity Charitable Donation ($27,000), Angels Place ($2,000) and Corewell Health Foundation ($1,500), according to its 2025 IRS Form 990-PF. Together they received 98% of its itemized 2025 grant dollars.
How large is Linda Petro Ulrey & Laurence a ULR?
Linda Petro Ulrey & Laurence a ULR reported $585K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What is Linda Petro Ulrey & Laurence a ULR's EIN?
Linda Petro Ulrey & Laurence a ULR's EIN (Employer Identification Number) is 20-8102053. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
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