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Private foundation (trust)EIN 656429461Est. 2016-02

ULLMAN FAMILY CHARITABLE FOUNDATION

SCOTTSDALE, AZ 85255

Total Assets

$1.7M

FY 2023

Annual Giving

$68K

FY 2023

Grants Made

28

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$500–$16K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$257K

Total Expenses

$92K

Qualifying Distributions

$68K

Distributable Amount

$72K

Min. Investment Return

$74K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

28 grants

Grant sizes from minimum $500 through median $1K to maximum $16K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $70K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

160 grants

UNION COLLEGE
$69K
5 grants
UPPER HUDSON PLANNED PARENTHOOD
$57K
5 grants
TACONIC HILLS DOLLARS FOR SCHOLARS
$14K
5 grants
ASU BIODESIGN INSTITUTE
$12K
5 grants
BRANDEIS UNIVERSITY
$11K
6 grants
CONGREGATION ANSHE EMETH
$9K
5 grants
HARVARD MEDICAL SCHOOL
$8K
4 grants
HAWTHRONE VALLEY WALDORF SCHOOL
$7K
3 grants

Grant Size Distribution

160 grants

<$10K
153
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

11 states

New York
$228K
72% of total
Massachusetts
$38K
12% of total
Arizona
$15K
5% of total
California
$11K
3% of total
District of Columbia
$7K
2% of total
Pennsylvania
$5K
2% of total
Connecticut
$5K
1% of total
Rhode Island
$3K
1% of total
Colorado
$2K
1% of total
Iowa
$2K
1% of total

+1 more states

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ULLMAN FAMILY CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo