The Ulm Family Foundation

WATKINSVILLE, GA EIN: 20-5745473

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$7M$10M$14M20202021202220232024
Metric202420232022
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

$0$438K$877K$1M$2M32 grants202010 grants202123 grants20226 grants202330 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EXTRA SPECIAL PEOPLE INC$210KMAYO CLINIC$200KST JOSEPH CATHOLIC SCHOOL$100KAFGHAN REFUGEE SUPPORT$51KFOOD BANK OF NORTHEAST G…$50KST JUDE CHURCH$50KJORGE MAS CANOSA FREEDOM…$30KFCA CHEER$25KMERCY HEALTH$25KMONASTERY OF THE HOLY SP…$25K

Grant Size Distribution

101 grants across all recorded years

71<$50K13$50–100K14$100–250K2$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Ulm Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM LEE ULM SRPRESIDENT5
MARCIA L ULMTREASURER/SECRETARY2
WILLIAM LEE ULM JRDIRECTOR2
ELIZABETH A ULMDIRECTOR2
JOSEPH IAN ALEXANDER ULMDIRECTOR2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

19states
+11 more states

Cities

ArlingtonAthensAtlantaBaton RougeBogartCharlotteChesterfieldColorado SpringsConyersEustisFederal WayHoustonJacksonvilleKennesawMaconMemphisMiamiNew YorkOxfordPendergrass

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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