Dr Edwin A Ulrich Charitable Trust
- Assets
- $1.0m
- Revenue
- $80.7k
- Investments
- $1.0m
- Employees
- 0
- Location
- Poughkeepsie, NY
- Founding
- 11/1996
- Data as of
- 12/2022
- EIN
- 14-6161493
Organization Overview
Dr Edwin A Ulrich Charitable Trust is located in Poughkeepsie, NY. The organization was established in 1996. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dr Edwin A Ulrich Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Dr Edwin A Ulrich Charitable Trust generated $80.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.2% each year. All expenses for the organization totaled $76.8k during the year ending 12/2022. While expenses have increased by 1.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Dr Edwin A Ulrich Charitable Trust has awarded 52 individual grants totaling $401,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John R Conklin Trustee | 1 | $2,199 | |
John Regan Trustee | 1 | $2,199 | |
Jeffrey P Armstrong Trustee | 1 | $2,199 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,063 |
| Dividends & Interest | $51,202 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $26,397 |
| Capital Gain Net Income | $26,397 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $80,662 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,597 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,084 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $8,120 |
| Total operating and administrative expenses | $24,801 |
| Contributions, gifts, grants paid | $52,000 |
| Total expenses and disbursements | $76,801 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $15,270 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,040,942 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Dr Edwin A Ulrich Charitable Trust has awarded $52,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
CHILDREN'S HOME OF POUGHKEEPSIE PURPOSE: GENERAL SUPPORT | $1,500 |
HOSPICE OF DUTCHESS COUNTY PURPOSE: GENERAL SUPPORT | $500 |
MARIST COLLEGE PURPOSE: SCHOLARSHIPS | $34,000 |
PENDLETON PLACE PURPOSE: GENERAL SUPPORT | $1,000 |
SUNY NEW PALTZ PURPOSE: SCHOLARSHIPS | $5,000 |
THE BARDAVON PURPOSE: GENERAL SUPPORT | $10,000 |