Norman and Charlotte Ulmer

Foundation · Grantmaker Grosse Pointe Farms, MI EIN: 27-0904169

Norman and Charlotte Ulmer is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Grosse Pointe Farms, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 9 grants totaling $120K. Net investment income was $152K.

Key facts about Norman and Charlotte Ulmer

In short: Norman and Charlotte Ulmer gave $120K across 9 grants in 2024 (avg $13K), mostly in Michigan. Source: 2024 IRS Form 990-PF.

EIN
27-0904169
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$120,000
Grants made (2024)
9
Average grant
$13,333
Median grant
$10,000
Total assets
$2,175,643
Primary geography
Michigan (58% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+1.6% YoY

Annual Giving

$120K

+11.1% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$13K

+11.1% YoY

Under IRS private-foundation payout rules, Norman and Charlotte Ulmer reported a distributable amount of $124K for 2024 — the minimum it must pay out in qualifying distributions.

How Norman and Charlotte Ulmer gives

  • Giving grew 33% from 2021 to 2024. Method
  • In 2024 it paid out 100% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 9 itemized 2024 grant dollars.

Cities

Auburn HillsRochester HillsSouthfieldBloomfield HillsGrosse Pointe WoodsNaplesSterling HeightsGoodrichLa JollaNew YorkStaten IslandDetroitOakland TownshipPoway

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K4 grants20205 grants20218 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Academy of the Sacred Heart: $40KAcademy of the Sacred Heart$40KBreakthrough Tid: $20KBreakthrough Tid$20KTunnel to Towers Foundation: $15KTunnel to Towers Foundation$15KOakland Christian School: $10KOakland Christian School$10KRochester Christian Church: $10KRochester Christian Church$10KScripps Health Foundation: $10KScripps Health Foundation$10KAscension Michigan Foundation: $5KAscension Michigan Foundation$5KCovenant Presbyterian Church of Naples: $5KCovenant Presbyterian Churchof Naples$5KSt Jude's Children's Research Hospital: $5KSt Jude's Children's ResearchHospital$5K

Grant Size Distribution

35 grants across all recorded years

33<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ACADEMY OF THE SACRED HEART Bloomfield Hills, MIFOR BOYS SOCCER PROGRAM$40,000
BREAKTHROUGH TID New York, NYFOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
TUNNEL TO TOWERS FOUNDATION Staten Island, NYFOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
OAKLAND CHRISTIAN SCHOOL Auburn Hills, MIFOR BOYS SOCCER PROGRAM$10,000
ROCHESTER CHRISTIAN CHURCH Oakland Township, MIFOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
SCRIPPS HEALTH FOUNDATION La Jolla, CAIN HONOR OF DR. MATTHEW LEVINE$10,000
ASCENSION MICHIGAN FOUNDATION Grosse Pointe Woods, MIFOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES$5,000
COVENANT PRESBYTERIAN CHURCH OF NAPLES Naples, FLFOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES$5,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL Southfield, MIFOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K20202021202220232024
Metric202420232022
Total Assets$2,175,643$2,142,075$2,257,845
Revenue$195,047$43,212$132,953
Expenses$167,206$152,131$221,406
Qualifying Distributions$123,934$112,222$183,578
Net Investment Income$151,656$41,878$94,573
Distributable Amount$124,411$114,686$123,682

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Norman and Charlotte Ulmer is led by Linda C. Vernier, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Linda C. Vernier

    President

    On filings since 2020

    No compensation reported

  • Diane N. Cardillo

    Treasurer

    On filings since 2020

    No compensation reported

  • Donna C. Stewart

    Secretary

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Norman and Charlotte Ulmer

How much does Norman and Charlotte Ulmer give each year?

Norman and Charlotte Ulmer gave $120K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $108K across 9 grants.

What is Norman and Charlotte Ulmer's typical grant size?

Norman and Charlotte Ulmer's median grant in 2024 was $10,000, and its average grant was $13,333, across 9 grants on its 2024 IRS Form 990-PF.

Where does Norman and Charlotte Ulmer give grants?

Norman and Charlotte Ulmer gives mostly in Michigan: 58% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (29%) and California (8%).

Does Norman and Charlotte Ulmer give general operating support?

Yes: 67% of Norman and Charlotte Ulmer's 2024 grants with a stated purpose (6 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Norman and Charlotte Ulmer's largest grantees?

Norman and Charlotte Ulmer's largest 2024 grantees include Academy of the Sacred Heart ($40,000), Breakthrough Tid ($20,000) and Tunnel to Towers Foundation ($15,000), according to its 2024 IRS Form 990-PF. Together they received 63% of its itemized 2024 grant dollars.

How large is Norman and Charlotte Ulmer?

Norman and Charlotte Ulmer reported $2.2M in total assets on its 2024 IRS Form 990-PF. It paid out $124K in qualifying distributions that year, against a required minimum of $124K (roughly 5% of its investment assets).

What is Norman and Charlotte Ulmer?

Norman and Charlotte Ulmer is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Grosse Pointe Farms, MI. It holds $2.2M in total assets as of 2024.

What is Norman and Charlotte Ulmer's EIN?

Norman and Charlotte Ulmer's EIN (Employer Identification Number) is 27-0904169. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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