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.
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
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 |
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 include Extra Special People Inc ($210,000), Mayo Clinic ($200,000), St Joseph Catholic School ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NUWE HOOP SKOOL ATHENS, GA | TO SUPPORT LIBERAL ARTS EDUCATION WHERE STUDENTS LEARN TO THINK, COMMUNICATE, WRITE AND ENGAGE | $10,000 |
| ATHENS AREA DIAPER BANK BOGART, GA | TO ERADICATE DIAPER NEED BY PROVIDING DIAPERS TO LOW-INCOME FAMILIES IN THE ATHENS AREA, WHILE RAISING PUBLIC AWARENESS OF DIAPER NEED AND ITS IMPACT. | $10,000 |
| CAMP BOGGY CREEK EUSTIS, FL | TO FOSTER A SPIRIT OF JOY BY CREATING A FREE, SAFE AND MEDICALLY-SOUND CAMP ENVIRONMENT THAT ENRICHES THE LIVES OF CHILDREN WITH SERIOUS ILLNESSES AND THEIR FAMILIES | $10,000 |
| EXTRA SPECIAL PEOPLE INC WATKINSVILLE, GA | TO SUPPORT TRANSFORMATIVE EXPERIENCES FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES | $210,000 |
| FCA CHEER BOGART, GA | TO LEAD EVERY COACH AND ATHLETE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST AND HIS CHURCH. | $25,000 |
| FOOD BANK OF NORTHEAST GEORGIA ATHENS, GA | TO ADDRESS HUNGER AND END FOOD INSECURITY BY SERVING COMMUNITIES ACROSS NORTHEAST GEORGIA | $50,000 |
| HAYDEN HURST FAMILY FOUNDATION JACKSONVILLE, FL | TO SUPPORT YOUTH, MILITARY, AND OTHERS IN NEED REGARDING THEIR HEALTH, EDUCATION, AND WELLNESS BY FUNDING FACILITIES AND PROGRAMS THROUGH DONATIONS AND FUNDRAISING EVENTS. | $10,000 |
| HOPE HAVEN ATHENS, GA | TO PREPARE, EMPOWER, AND CONNECT ADULTS WITH DEVELOPMENTAL DISABILITIES TO STRENGTHEN OUR COMMUNITY. | $10,000 |
| MAYO CLINIC ROCHESTER, MN | TO SUPPORT INTEGRATED HEALTH CARE, EDUCATION, AND RESEARCH | $200,000 |
| MD ANDERSON HOUSTON, TX | TO SUPPORT MD ANDERSON CANCER CENTER IN IT'S MISSION TO ELIMINATE CANCER IN TEXAS, THE NATION, AND THE WORLD THROUGH OUTSTANDING PROGRAMS THAT INTEGRATE PATIENT CARE, RESEARCH AND PREVENTION, AND THROUGH EDUCATION FOR UNDERGRADUATE AND GRADUATE STUDENTS, TRAINEES, PROFESSIONALS, EMPLOYEES AND THE PUBLIC. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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 June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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