Norman and Charlotte Ulmer
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
Share of all 9 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ACADEMY OF THE SACRED HEART Bloomfield Hills, MI | FOR BOYS SOCCER PROGRAM | $40,000 |
| BREAKTHROUGH TID New York, NY | FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES | $20,000 |
| TUNNEL TO TOWERS FOUNDATION Staten Island, NY | FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES | $15,000 |
| OAKLAND CHRISTIAN SCHOOL Auburn Hills, MI | FOR BOYS SOCCER PROGRAM | $10,000 |
| ROCHESTER CHRISTIAN CHURCH Oakland Township, MI | FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES | $10,000 |
| SCRIPPS HEALTH FOUNDATION La Jolla, CA | IN HONOR OF DR. MATTHEW LEVINE | $10,000 |
| ASCENSION MICHIGAN FOUNDATION Grosse Pointe Woods, MI | FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES | $5,000 |
| COVENANT PRESBYTERIAN CHURCH OF NAPLES Naples, FL | FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES | $5,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL Southfield, MI | FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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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