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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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