Ulster Savings Charitable Foundation
The Ulster Savings Charitable Foundation is a private foundation based in Kingston, New York. Ulster Savings created it in 2001, in honor of the bank’s 150th anniversary, to provide sustainable community support. The foundation is operated separately from the bank and supports community needs in education, housing, and health and human services.
Ulster Savings Charitable Foundation at a glance
In short: Ulster Savings Charitable Foundation gave $331K across 103 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $331,285
- -3.4% vs 2024
- Grants made (2025)
- 103
- +10200.0% vs 2024
- Average grant
- $3,216
- -99.1% vs 2024
- Median grant
- $2,500
- Total assets
- $6,893,151
- +7.3% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Ulster Savings Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its website’s application guidelines describe eligibility for tax-exempt nonprofits in Ulster, Dutchess, and Orange Counties and call for a completed application, a signed cover letter, organizational background, a demographic profile of people served, and a project overview. The website lists 2026 application deadlines of March 4, June 3, September 2, and December 2; applications must be postmarked by the deadline.
- Contact
Mailing address: 180 Schwenk Dr, Kingston, NY 12401
Phone: (845) 338-6322
Website: https://ulstersavings.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ulster Savings Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Everfi ($28K). Together the top 10 received $95K.
Grant Size Distribution
294 grants across all recorded years
The most common grant size was under $50K: 293 grants of 294 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s stated eligibility area is Ulster, Dutchess, and Orange Counties, for programs or projects benefiting residents of the respective counties. All grant dollars reported for 2025 went to recipients in New York State.
Grant Distribution by State
Share of 2025 grant dollars across all 103 itemized grants.
Cities
How Ulster Savings Charitable Foundation gives
- Giving grew 29% from 2022 to 2025. Method
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $190K (2019) to $343K (2024). In 2025 it made 103 grants totaling $331K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Everfi Washington, NY | Exempt Purpose | $27,500 |
| Peoples Place Kingston, NY | Exempt Purpose | $10,000 |
| San Miguel Academy of Newburgh Newburgh, NY | Exempt Purpose | $10,000 |
| YWCA of Ulster County Kingston, NY | Exempt Purpose | $10,000 |
| Ulster County Habitat for Humanity Kingston, NY | Exempt Purpose | $8,000 |
| The Ashokan Center Olivebridge, NY | Exempt Purpose | $7,000 |
| Ulster Literacy Association Kingston, NY | Exempt Purpose | $7,000 |
| Abilities First Wappingers Falls, NY | Exempt Purpose | $5,000 |
| Cornell Cooperative Extension Orange County Middletown, NY | Exempt Purpose | $5,000 |
| Ellenville Regional Hospital Ellenville, NY | Exempt Purpose | $5,000 |
Ready to take the next step with Ulster Savings Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,893,151 | $843,039 | $361,318 | $331,285 | 103 | $349,633 | $843,039 | $316,100 |
| 2024 | $6,421,342 | $849,352 | $366,369 | $342,937 | 1 | $361,492 | $849,352 | $302,135 |
| 2023 | $6,135,513 | $507,054 | $283,712 | $281,450 | 84 | $283,712 | $307,054 | $275,858 |
| 2022 | $5,318,286 | $399,046 | $269,277 | $257,400 | 56 | $257,662 | $249,046 | $270,165 |
| 2021 | $6,218,857 | $955,764 | $197,708 | $192,100 | 50 | $196,608 | $535,764 | $277,076 |
| 2020 | $5,110,985 | $650,777 | $244,258 | $236,500 | 58 | — | $235,124 | $208,476 |
| 2019 | $4,289,966 | $442,275 | $197,763 | $190,040 | 52 | — | $272,275 | $189,717 |
Under IRS private-foundation payout rules, Ulster Savings Charitable Foundation reported a distributable amount of $316K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated mission is to assist the community in education, housing, and health and human services. Its guidelines say proposals should substantially fulfill one of those areas and may request support for capital improvements, programs or projects with specific needs and targeted outcomes, endowments, or general operating expenses. The guidelines identify IRS-certified 501(c)(3) nonprofits in Ulster, Dutchess, and Orange Counties as eligible organizations.
Examples of supported grantees include San Miguel Academy of Newburgh, whose mission is to educate and inspire Newburgh youth; Ulster County Habitat for Humanity, which brings people together to build homes, communities, and hope; and Ulster Literacy Association, which provides free tutoring in basic reading, writing, and English.
Grantmaking
The foundation’s 2025 filing reports 103 grants totaling $331,285. Awards ranged from $500 to $27,500, with a median of $2,500. The foundation’s website separately reports that it disbursed $330,985 to nonprofits in Ulster, Dutchess, and Orange Counties during 2025.
Among the largest grants reported for 2025 were $27,500 to EVERFI; $10,000 each to People’s Place, San Miguel Academy of Newburgh, and YWCA of Ulster County; and $8,000 to Ulster County Habitat for Humanity. Other reported awards included $7,000 each to The Ashokan Center and Ulster Literacy Association, and $5,000 each to Abilities First, Cornell Cooperative Extension Orange County, Ellenville Regional Hospital, Family of Woodstock, and Hudson River Housing.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Michelle Rider as chair/director; Bud Walker as director/vice chair; John Finch as executive director/director; Kristen Cronin as treasurer/director as of March 2025; and Maureen Halahan, Mike Turturro, William Calderara, and Connie Harkin as directors. It also lists Mike Janasiewicz as secretary/director and James Cotter as treasurer/director, both ending in March 2025.
Ulster Savings Charitable Foundation is led by John Finch, Executive Director & Director on every filing since 2019; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
John Finch
Executive Director & Director
On filings since 2019
1 hr/week
No compensation reported
Michelle Rider
Chair & Director
Director → Chair & Director, 2024
On filings since 2023
1 hr/week
No compensation reported
William Calderara
Director
On filings since 2019
1 hr/week
No compensation reported
Bud Walker
Director & Vice Chair
Director → Director & Vice Chair, 2021
On filings since 2020
1 hr/week
No compensation reported
Connie Harkin
Director
On filings since 2020
1 hr/week
No compensation reported
Mike Turturro
Director
On filings since 2020
1 hr/week
No compensation reported
Maureen Halahan
Director
On filings since 2024
1 hr/week
No compensation reported
Kristen Cronin
Treasurer & Director
New on the 2025 filing
1 hr/week
No compensation reported
Patti Ricci
Secretary & Director
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (6)
- Former: James Cotter (2019–2025) — Treasurer & Director · Filing note: Ended 32025
- Former: Mike Janasiewicz (2019–2025) — Secretary & Director · Filing note: Ended 32025
- Former: Joe Ely (2019–2023) — Chair
- Former: Pete Shults (2019–2022) — Director
- Former: Ann Marrott (2019) — Vice President & Director
- Former: Mary Rose Warcholak (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "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 Ulster Savings Charitable Foundation
How much does Ulster Savings Charitable Foundation give each year?
Ulster Savings Charitable Foundation gave $331K across 103 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $343K across 1 grant.
What is Ulster Savings Charitable Foundation's typical grant size?
Ulster Savings Charitable Foundation's median grant in 2025 was $2,500, and its average grant was $3,216, across 103 grants on its 2025 IRS Form 990-PF.
Where does Ulster Savings Charitable Foundation give grants?
Ulster Savings Charitable Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kingston, NY (31 grants), Poughkeepsie, NY (14 grants), Newburgh, NY (7 grants) and Phoenicia, NY (4 grants).
Who are Ulster Savings Charitable Foundation's largest grantees?
Ulster Savings Charitable Foundation's largest 2025 grantees include Everfi ($27,500), Peoples Place ($10,000) and San Miguel Academy of Newburgh ($10,000), according to its 2025 IRS Form 990-PF. Together they received 14% of its itemized 2025 grant dollars.
How large is Ulster Savings Charitable Foundation?
Ulster Savings Charitable Foundation reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $350K in qualifying distributions that year, against a required minimum of $316K (roughly 5% of its investment assets).
What does Ulster Savings Charitable Foundation fund?
The foundation’s stated mission is to assist the community in education, housing, and health and human services. See mission & focus areas ↑
How do I apply for a grant from Ulster Savings Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ulster Savings Charitable Foundation's EIN?
Ulster Savings Charitable Foundation's EIN (Employer Identification Number) is 56-2307217. IRS Form 990 filing data is available on this page for 2019–2025.
Does Ulster Savings Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Ulster Savings Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Ulster Savings Charitable Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/ulster-savings-charitable-foundation-morg_b6aa7e07981a4b21808a22dd5b1d5256
BibTeX
@misc{grantable_562307217_2026,
author = {{Grantable}},
title = {{Ulster Savings Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ulster-savings-charitable-foundation-morg_b6aa7e07981a4b21808a22dd5b1d5256},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ulster Savings Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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