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Also known as: CHARITABLE TRUST
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Doris W Ulmer And Conway A Ulmer Charitable Trust is a private trust based in MINERSVILLE, PA. The foundation received its IRS ruling in 2011. The principal officer is Fnbm Trust And Financial Services. It holds total assets of $281K. Annual income is reported at $15K. Total assets have decreased from $512K in 2010 to $302K in 2022. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Pennsylvania. According to available records, Doris W Ulmer And Conway A Ulmer Charitable Trust has made 6 grants totaling $60K, with a median grant of $3K. Individual grants have ranged from $3K to $24K, with an average award of $10K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$3K
Average Grant
$9K
Largest Grant
$22K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Doris W Ulmer And Conway A Ulmer Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in PA.
Doris W Ulmer And Conway A Ulmer Charitable Trust has distributed a total of $60K across 6 grants. The median grant size is $3K, with an average of $10K. Individual grants have ranged from $3K to $24K.
Doris W Ulmer And Conway A Ulmer Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Doris W Ulmer And Conway A Ulmer Charitable Trust is headquartered in MINERSVILLE, PA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James C Bohorad | TRUSTEE | $3K | $0 | $3K |
Total Giving
$36K
Total Assets
$302K
Fair Market Value
$499K
Net Worth
$302K
Grants Paid
$28K
Contributions
N/A
Net Investment Income
$15K
Distribution Amount
$26K
Total: $164K
Total Grants
6
Total Giving
$60K
Average Grant
$10K
Median Grant
$3K
Unique Recipients
3
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Masonic CharitiesCHARITABLE | Pottsville, PA | $24K | 2022 |
| Schuylkill United WayCHARITABLE | Pottsville, PA | $3K | 2022 |
| United Presbyterian ChurchRELIGION | Pottsville, PA | $3K | 2022 |
WEST CONSHOHOCKEN, PA
LIGONIER, PA
PITTSBURGH, PA