The Ulm Family Foundation
The Ulm Family Foundation is a private grantmaking foundation established in 2006 and granted tax-exempt status in August 2007. Based in Watkinsville, Georgia, the foundation operates as a 501(c)(3) charitable organization dedicated to philanthropic giving across multiple cause areas.
Key facts about The Ulm Family Foundation
- EIN
- 20-5745473
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $997,946
- Grants made (2024)
- 30
- Average grant
- $33,265
- Median grant
- $10,000
- Total assets
- $8,690,984
- Primary geography
- Georgia (60% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Ulm Family Foundation funds
By grant dollars, the top recipient states for The Ulm Family Foundation's 30 itemized 2024 grants were Georgia (60%), Minnesota (20%) and Florida (6%). The most frequent recipient cities were Athens, GA (6 grants), New York, NY (3 grants), Watkinsville, GA (2 grants) and Bogart, GA (2 grants). 20% of grants with a stated purpose were for general or operating support.
How The Ulm Family Foundation gives
- Giving fell 43% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Ulm Family Foundation
- How to evaluate The Ulm Family Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.7M
+639.2% YoY
Annual Giving
$998K
+608.4% YoY
Grant Count
30
+400.0% YoY
Avg Grant Size
$33K
+41.7% YoY
Under IRS private-foundation payout rules, The Ulm Family Foundation reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports a variety of causes with a primary focus on medical research. Beyond medical research, the foundation has demonstrated commitment to:
- Poverty relief and family services
- Education
- Human services
- Addressing hunger and food insecurity
- Support for individuals with disabilities
The foundation has also previously focused on eradicating diaper need by providing diapers to low-income families in the Athens area while raising public awareness of diaper need and its impact.
Grantmaking
The foundation made 24 grants in the most recent reporting year.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Georgia, Florida, and New York. The foundation has shown particular engagement with the Athens, Georgia area.
Grant Distribution by State
Share of all 30 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $8,690,984
- Total Revenues: $12,612,603
- Total Expenses: $1,019,480
- Total Giving: $997,946
As of 2023:
- Total Assets: $1.18 million
- Revenue: $217,000
- Expenses: $164,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,690,984 | $1,175,737 | $1,122,573 |
| Revenue | $12,612,603 | $217,236 | $153,039 |
| Expenses | $1,019,480 | $164,072 | $1,417,044 |
| Qualifying Distributions | $1,001,416 | $140,875 | $1,400,000 |
| Net Investment Income | $2,595,486 | $35,823 | $135,456 |
| Distributable Amount | $22,269 | $58,951 | $84,372 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
101 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Extra Special People Inc ($210,000), Mayo Clinic ($200,000), St Joseph Catholic School ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EXTRA SPECIAL PEOPLE INC Watkinsville, GA | TO SUPPORT TRANSFORMATIVE EXPERIENCES FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES | $210,000 |
| MAYO CLINIC Rochester, MN | TO SUPPORT INTEGRATED HEALTH CARE, EDUCATION, AND RESEARCH | $200,000 |
| ST JOSEPH CATHOLIC SCHOOL Macon, GA | TO SUPPORT ACADEMIC EXCELLENCE AND INSTILLING A LOVE OF JESUS CHRIST | $100,000 |
| AFGHAN REFUGEE SUPPORT Watkinsville, GA | TO SUPPORT AGHAN REFUGEE FAMILIES | $50,975 |
| FOOD BANK OF NORTHEAST GEORGIA Athens, GA | TO ADDRESS HUNGER AND END FOOD INSECURITY BY SERVING COMMUNITIES ACROSS NORTHEAST GEORGIA | $50,000 |
| ST JUDE CHURCH Sandy Springs, GA | GENERAL | $50,000 |
| JORGE MAS CANOSA FREEDOM FOUNDATION Miami, FL | GENERAL | $30,000 |
| FCA CHEER Bogart, GA | TO LEAD EVERY COACH AND ATHLETE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST AND HIS CHURCH. | $25,000 |
| MERCY HEALTH Rockford, IL | TO PROVIDE EXCEPTIONAL HEALTHCARE SERVICES WITH A PASSION FOR MAKING LIVES BETTER | $25,000 |
| MONASTERY OF THE HOLY SPIRIT Conyers, GA | GENERAL SUPPORT FOR MONASTERY OF THE HOLY SPIRIT | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William Lee Ulm Sr | President | 5 | — |
| Marcia L Ulm | Treasurer/Secretary | 2 | — |
| William Lee Ulm Jr | Director | 2 | — |
| Elizabeth a Ulm | Director | 2 | — |
| Joseph Ian Alexander Ulm | Director | 2 | — |
Contact Information
Address: 1240 Ramser Drive, Watkinsville, GA 30677-6972
Phone: 678-538-2080
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Ulm Family Foundation fund?
The foundation supports a variety of causes with a primary focus on medical research. Beyond medical research, the foundation has demonstrated commitment to: • Poverty relief and family services • Education • Human services • Addressing hunger and food insecurity • Support for individuals with disabilities The foundation has also previously focused on eradicating diaper need by providing diapers to low-income families in the Athens area while raising public awareness of diaper need and its impa…
How do I apply for a grant from The Ulm Family Foundation?
**Grant Characteristics:** • Typical award range: $5,000–$400,000 • Recent grants have included awards of $210,000, $200,000, and $50,000 **Recent Grant Activity (2024):** • Extra Special People: $210,000 (to support transformative experiences for people with disabilities and their families) • Mayo Clinic: $200,000 (to support integrated health care, education, and research) • Food Bank of Northeast Georgia: $50,000 (to address hunger and end food insecurity) **Previous Grant Activity (2022):**…
Where does The Ulm Family Foundation make grants?
The foundation primarily funds organizations in Georgia, Florida, and New York. The foundation has shown particular engagement with the Athens, Georgia area.
What size grants does The Ulm Family Foundation award?
In 2024, The Ulm Family Foundation awarded 30 grants totaling $998K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is The Ulm Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ulm Family Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Ulm Family Foundation's EIN?
The Ulm Family Foundation's EIN (Employer Identification Number) is 20-5745473. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.