Nellie Ulshafer Perp Trust Uw
Nellie Ulshafer Perp Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 2 grants totaling $57K. Net investment income was $107K.
Nellie Ulshafer Perp Trust Uw at a glance
In short: Nellie Ulshafer Perp Trust Uw gave $57K across 2 grants in 2025 (avg $29K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,448
- +5.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $28,724
- +5.9% vs 2024
- Median grant
- $28,724
- Total assets
- $1,150,700
- +3.7% vs 2024
- Primary geography
- Pennsylvania (100% 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 Nellie Ulshafer Perp Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Phoebe-Devitt Homes ($29K). Together the top 2 received $57K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Nellie Ulshafer Perp Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $35K (2019) to $62K (2020). In 2025 it made 2 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phoebe-Devitt Homes Allentown, PA | Unrestricted General | $28,724 |
| Salem United Church of Christ Weatherly, PA | Unrestricted General | $28,724 |
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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 | $1,150,700 | $121,454 | $81,155 | $57,448 | 2 | $65,702 | $107,179 | $66,232 |
| 2024 | $1,110,089 | $118,436 | $76,628 | $54,238 | 2 | $62,073 | $103,819 | $62,298 |
| 2023 | $1,069,434 | $30,203 | $58,674 | $39,740 | 2 | $46,718 | $15,556 | $56,855 |
| 2022 | $1,098,280 | $-30,919 | $86,127 | $61,128 | 2 | $68,388 | $9,826 | $58,487 |
| 2021 | $1,215,200 | $244,851 | $77,070 | $53,330 | 2 | $61,631 | $229,490 | $65,634 |
| 2020 | $1,013,974 | $90,682 | $82,301 | $62,347 | 2 | — | $78,748 | $56,131 |
| 2019 | $1,034,209 | $57,254 | $53,153 | $35,362 | 2 | — | $48,865 | $54,907 |
Under IRS private-foundation payout rules, Nellie Ulshafer Perp Trust Uw reported a distributable amount of $66K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nellie Ulshafer Perp Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$20K (2021) → $19K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $19K, to Bank of America (Trustee).
Frequently asked questions about Nellie Ulshafer Perp Trust Uw
How much does Nellie Ulshafer Perp Trust Uw give each year?
Nellie Ulshafer Perp Trust Uw gave $57K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 2 grants.
How large is Nellie Ulshafer Perp Trust Uw?
Nellie Ulshafer Perp Trust Uw reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $66K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Nellie Ulshafer Perp Trust Uw operate?
Nellie Ulshafer Perp Trust Uw has awarded grants in Pennsylvania.
What is Nellie Ulshafer Perp Trust Uw's EIN?
Nellie Ulshafer Perp Trust Uw's EIN (Employer Identification Number) is 23-7687996. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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