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John Ulbrich Charitable Trust Inc. is a private corporation based in THONOTOSASSA, FL. The foundation received its IRS ruling in 2018. The principal officer is Jack R Loving. It holds total assets of $3.8M. Annual income is reported at $292K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Florida. According to available records, John Ulbrich Charitable Trust Inc. has made 47 grants totaling $779K, with a median grant of $15K. Annual giving has decreased from $408K in 2021 to $99K in 2023. Individual grants have ranged from $2K to $60K, with an average award of $17K. The foundation has supported 29 unique organizations. The foundation primarily supports organizations in Florida, Kentucky, California, which account for 94% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$5K
Average Grant
$8K
Largest Grant
$20K
Based on 15 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.
John Ulbrich Charitable Trust Inc. primarily funds organizations in the area of human services. Based on available records, the foundation has funded 47 grants. Its grantmaking reaches organizations primarily in FL, KY, CA.
John Ulbrich Charitable Trust Inc. has distributed a total of $779K across 47 grants. The median grant size is $15K, with an average of $17K. Individual grants have ranged from $2K to $60K.
John Ulbrich Charitable Trust Inc. typically selects its grantees rather than accepting unsolicited proposals.
John Ulbrich Charitable Trust Inc. is headquartered in THONOTOSASSA, FL. While based in FL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mark Storrs | SECRETARY | $77K | $0 | $77K |
| Andrew Storch | PRESIDENT | $0 | $0 | N/A |
| Jack Loving | VICE PRESIDE | $0 | $0 | N/A |
Total Giving
$226K
Total Assets
$4.1M
Fair Market Value
$5.3M
Net Worth
$4.1M
Grants Paid
$99K
Contributions
N/A
Net Investment Income
$106K
Distribution Amount
$246K
Total: $3.8M
Total Grants
47
Total Giving
$779K
Average Grant
$17K
Median Grant
$15K
Unique Recipients
29
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lauderdale Yacht Club Sailing FoundCHARITABLE | Fort Lauderdale, FL | $20K | 2023 |
| Adopt A Family Of The Palm BeachesCHARITABLE | Lake Worth, FL | $20K | 2023 |
| Pace Center For GirlsCHARITABLE | Fort Lauderdale, FL | $20K | 2023 |
| Equine Assisted TherapiesCHARITABLE | Coconut Creek, FL | $8K | 2023 |
| Freedom Waters FoundationCHARITABLE | Naples, FL | $5K | 2023 |
| Make A WishCHARITABLE | Fort Lauderdale, FL | $5K | 2023 |
| Broward Ptr For The HomelessCHARITABLE | Fort Lauderdale, FL | $5K | 2023 |
| Meals On Wheels SfCHARITABLE | Plantation, FL | $3K | 2023 |
| Team RubiconCHARITABLE | Los Angeles, CA | $3K | 2023 |
| Team ParadiseCHARITABLE | Miami, FL | $3K | 2023 |
| Us Sailing Center Martin CntyCHARITABLE | Jensen Beach, FL | $3K | 2023 |
| Feeding South FlCHARITABLE | Pembroke Oines, FL | $2K | 2023 |
| Honor Flight South FlCHARITABLE | Plantation, FL | $2K | 2023 |
| Big Dog Ranch RescueCHARITABLE | Wellington, FL | $2K | 2023 |
| Operation 300CHARITABLE | Stuart, FL | $2K | 2023 |
| Community Foundation Of West KyCHARITABLE | Paducah, KY | $40K | 2022 |
| Peggy Adams Animal Rescue LeagueCHARITABLE | West Palm Beach, FL | $20K | 2022 |
| Feeding AmericaCHARITABLE | Pembroke Park, FL | $40K | 2021 |
| Broward Partnership For The HomelesCHARITABLE | Fort Lauderdale, FL | $40K | 2021 |
| Farm Workers Coordinating CouncilCHARITABLE | Lake Worth, FL | $15K | 2021 |
| Make A Wish Foundation Of SfCHARITABLE | Fort Lauderdale, FL | $15K | 2021 |
| Honor Flight Se FlCHARITABLE | Stuart, FL | $10K | 2021 |
| Equine Assisted Therapies Of SfCHARITABLE | Coconut Creek, FL | $8K | 2021 |
| Humane Society Of Broward CountyCHARITABLE | Fort Lauderdale, FL | $5K | 2021 |
| Haiti Outreach MinistriesCHARITABLE | Mathews, NC | $5K | 2021 |
| Children'S Miracle NetworkCHARITABLE | Miami, FL | $3K | 2021 |
| Dav Disabled American VeteransCHARITABLE | Cold Spring, KY | $3K | 2021 |
| Mercy ShipsCHARITABLE | Garden Valley, TX | $3K | 2021 |
| Lustgarten Foundation For PancreatiCHARITABLE | Woodbury, NY | $2K | 2021 |