David A And Agatha T Ulrich Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like David A And Agatha T Ulrich Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 39-1688631

Foundation Overview

Based in Delafield, WI, David A And Agatha T Ulrich Foundation Inc has awarded 8 grants totaling $3,980 to organizations in Wisconsin, Florida and 1 other state across the US. Individual grants range from $205 to $1,000, with a median award of $500.

Latest Tax Year
2023
Total Giving (all years)
$3,980
Total Assets
$2,229
Median Grant (all grants)
$500

Latest Form 990-PF Snapshot

Total Grants
3
Median Grant
$500
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Wisconsin

75% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Milwaukee (83%), Franklin (17%).

Funding Trajectory
+468%

Strong 468% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + Education

Dual focus on community projects (80%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into David A And Agatha T Ulrich Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
School Sisters Of St Francis $1,000 Milwaukee, WI, US Religious Ministries 2023
Heifer International $205 Little Rock, AR, US Hunger Poverty Ministries 2023
Xaverian Missionaries $500 Franklin, WI, US Religious Ministries 2023
School Sisters Of St Francis $500 Milwaukee, WI, US Religious Ministries 2022
School Sisters Of St Francis $500 Milwaukee, WI, US Religious Ministries 2022
School Sisters Of St Francis $500 Milwaukee, WI, US Religious Ministries 2022
Food For The Poor $475 Coconut Creek, FL, US Feed Hungry Children 2021
School Sisters Of St Francis $300 Milwaukee, WI, US Education 2016

Foundations Similar to David A And Agatha T Ulrich Foundation Inc

Discover 5 foundations with comparable assets ($1,338-$2,834), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 85-2249918 | 8 grants awarded
$2,321
(≈ Similar)
$750
median grant
Brookfield, WI
Same state
98%
Excellent match

EIN: 92-3480041 | 1 grants awarded
$2,655
(≈ Similar)
$250
median grant
Deforest, WI
Same state
90%
Excellent match

EIN: 87-0790648 | 77 grants awarded
$2,700
(↑ Larger)
$500
median grant
Hartland, WI
Same state
89%
Excellent match

EIN: 81-5055909 | 5 grants awarded
$2,834
(↑ Larger)
$1,000
median grant
Madison, WI
Same state
86%
Excellent match

EIN: 39-1776118 | 1 grants awarded
$1,338
(↓ Smaller)
$500
median grant
Milwaukee, WI
Same state
80%
Excellent match

Contact Information

Official contact details for David A And Agatha T Ulrich Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 39-1688631
Website N/A
Address PO BOX 180437 Delafield, WI 53018-0437

Key People (3)

Board members, trustees, and key staff who oversee David A And Agatha T Ulrich Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Vice Presidentdirectr David A Ulrich Jr
Treasurerdirector Kathleen L Mcgarry
Director Thomas G Ulrich

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for David A And Agatha T Ulrich Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.