John Ulbrich Charitable Trust Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like John Ulbrich Charitable Trust Inc. Data shown is extracted from Form 990-PF filings.

EIN: 82-3470733

Foundation Overview

Based in Fort Lauderdale, FL, John Ulbrich Charitable Trust Inc has awarded 68 grants totaling $1,041,660 to organizations in Florida, Kentucky and 4 other states across the US. Individual grants range from $1,500 to $60,000, with a median award of $15,000.

Latest Tax Year
2023
Total Giving (all years)
$1,041,660
Total Assets
$5,301,312
Median Grant (all grants)
$15,000

Latest Form 990-PF Snapshot

Total Grants
15
Median Grant
$2,500
% Median Grant Decline
-87% (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
Growth-Minded: 53%

8 of 15 recipients (53%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
Florida

85% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Fort Lauderdale (26%), West Palm Beach (19%), Lake Worth (12%).

Funding Trajectory
-22%

Declining funding trend with 22% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into John Ulbrich Charitable Trust 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
Lauderdale Yacht Club Sailing Found $20,000 Fort Lauderdale, FL, US Charitable 2023
Pace Center For Girls $20,000 Fort Lauderdale, FL, US Charitable 2023
Adopt A Family Of The Palm Beaches $20,000 Lake Worth, FL, US Charitable 2023
Meals On Wheels Sf $2,500 Plantation, FL, US Charitable 2023
Freedom Waters Foundation $5,000 Naples, FL, US Charitable 2023
Team Paradise $2,500 Miami, FL, US Charitable 2023
Us Sailing Center Martin Cnty $2,500 Jensen Beach, FL, US Charitable 2023
Honor Flight South Fl $1,500 Plantation, FL, US Charitable 2023
Feeding South Fl $1,500 Pembroke Oines, FL, US Charitable 2023
Big Dog Ranch Rescue $1,500 Wellington, FL, US Charitable 2023
Team Rubicon $2,500 Los Angeles, CA, US Charitable 2023
Operation 300 $1,500 Stuart, FL, US Charitable 2023
Equine Assisted Therapies $8,000 Coconut Creek, FL, US Charitable 2023
Broward Ptr For The Homeless $5,000 Fort Lauderdale, FL, US Charitable 2023
Make A Wish $5,000 Fort Lauderdale, FL, US Charitable 2023
Peggy Adams Animal Rescue League $20,000 West Palm Beach, FL, US Charitable 2022
Lauderdale Yacht Club Sailing Found $17,500 West Palm Beach, FL, US Charitable 2022
Pace Center For Girls $20,000 Fort Lauderdale, FL, US Charitable 2022
Adopt A Family Of The Palm Beaches $20,000 Lake Worth, FL, US Charitable 2022
Meals On Wheels Sf $18,720 Plantation, FL, US Charitable 2022
Community Foundation Of West Ky $40,000 Paducah, KY, US Charitable 2022
Peggy Adams Animal Rescue League $20,000 West Palm Beach, FL, US Charitable 2022
Lauderdale Yacht Club Sailing Found $17,500 West Palm Beach, FL, US Charitable 2022
Pace Center For Girls $20,000 Fort Lauderdale, FL, US Charitable 2022
Adopt A Family Of The Palm Beaches $20,000 Lake Worth, FL, US Charitable 2022
Meals On Wheels Sf $18,720 Plantation, FL, US Charitable 2022
Community Foundation Of West Ky $40,000 Paducah, KY, US Charitable 2022
Peggy Adams Animal Rescue League $20,000 West Palm Beach, FL, US Charitable 2022
Lauderdale Yacht Club Sailing Found $17,500 West Palm Beach, FL, US Charitable 2022
Pace Center For Girls $20,000 Fort Lauderdale, FL, US Charitable 2022
Adopt A Family Of The Palm Beaches $20,000 Lake Worth, FL, US Charitable 2022
Meals On Wheels Sf $18,720 Plantation, FL, US Charitable 2022
Community Foundation Of West Ky $40,000 Paducah, KY, US Charitable 2022
Peggy Adams Animal Rescue League $35,000 West Palm Beach, FL, US Charitable 2021
Lauderdale Yacht Club Sailing Found $35,000 West Palm Beach, FL, US Charitable 2021
Make A Wish Foundation Of Sf $15,000 Fort Lauderdale, FL, US Charitable 2021
Feeding America $40,000 Pembroke Park, FL, US Charitable 2021
Pace Center For Girls $35,000 Fort Lauderdale, FL, US Charitable 2021
Honor Flight Se Fl $10,000 Stuart, FL, US Charitable 2021
Adopt A Family Of The Palm Beaches $60,000 Lake Worth, FL, US Charitable 2021
Team Rubicon $35,000 Los Angeles, CA, US Charitable 2021
Equine Assisted Therapies Of Sf $7,500 Coconut Creek, FL, US Charitable 2021
Meals On Wheels Sf $41,000 Plantation, FL, US Charitable 2021
Big Dog Ranch Rescue $15,000 Loxahatchee Groves, FL, US Charitable 2021
Broward Partnership For The Homeles $40,000 Fort Lauderdale, FL, US Charitable 2021
Humane Society Of Broward County $5,000 Fort Lauderdale, FL, US Charitable 2021
Operation 300 $5,000 Port Salerno, FL, US Charitable 2021
Farm Workers Coordinating Council $15,000 Lake Worth, FL, US Charitable 2021
Haiti Outreach Ministries $5,000 Mathews, NC, US Charitable 2021
Children's Miracle Network $2,500 Miami, FL, US Charitable 2021
Lustgarten Foundation For Pancreati $1,500 Woodbury, NY, US Charitable 2021
Mercy Ships $2,500 Garden Valley, TX, US Charitable 2021
Dav Disabled American Veterans $2,500 Cold Spring, KY, US Charitable 2021
Peggy Adams Animal Rescue League $20,000 West Palm Beach, FL, US Charitable 2020
Lauderdale Yacht Club Sailing Found $12,500 West Palm Beach, FL, US Charitable 2020
Make A Wish Foundation Of Sf $5,000 Fort Lauderdale, FL, US Charitable 2020
Feeding America $5,000 Pembroke Park, FL, US Charitable 2020
Pace Center For Girls $20,000 Fort Lauderdale, FL, US Charitable 2020
Honor Flight Se Fl $5,000 Stuart, FL, US Charitable 2020
Trustbridge Hospice Foundation $1,500 West Palm Beach, FL, US Charitable 2020
Adopt A Family Of The Palm Beaches $20,000 Lake Worth, FL, US Charitable 2020
Team Rubicon $5,000 Los Angeles, CA, US Charitable 2020
Equine Assisted Therapies Of Sf $7,500 Coconut Creek, FL, US Charitable 2020
Meals On Wheels Sf $5,000 Plantation, FL, US Charitable 2020
Big Dog Ranch Rescue $5,000 Loxahatchee Groves, FL, US Charitable 2020
Broward Partnership For The Homeles $5,000 Fort Lauderdale, FL, US Charitable 2020
Humane Society Of Broward County $5,000 Fort Lauderdale, FL, US Charitable 2020
Operation 300 $5,000 Port Salerno, FL, US Charitable 2020

Foundations Similar to John Ulbrich Charitable Trust Inc

Discover 5 foundations with comparable assets ($5,268,134-$5,321,777), similar grant patterns, and geographic focus in FL 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: 83-0571305 | 167 grants awarded
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$7,500
median grant
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Same state
100%
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EIN: 20-5321479 | 16 grants awarded
$5,311,837
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$10,000
median grant
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Same state
100%
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EIN: 20-5019326 | 35 grants awarded
$5,321,777
(≈ Similar)
$10,000
median grant
Gainesville, FL
Same state
100%
Excellent match

EIN: 65-6246750 | 215 grants awarded
$5,280,195
(≈ Similar)
$10,000
median grant
Miami Beach, FL
Same state
100%
Excellent match

EIN: 65-0098730 | 69 grants awarded
$5,268,134
(≈ Similar)
$10,000
median grant
Golden Beach, FL
Same state
100%
Excellent match

Contact Information

Official contact details for John Ulbrich Charitable Trust Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 82-3470733
Website N/A
Address 888 S ANDREWS AVE STE 302 Ft Lauderdale, FL 33316-1057

Key People (3)

Board members, trustees, and key staff who oversee John Ulbrich Charitable Trust Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Andrew Storch
Vice Preside Jack Loving
Secretary Mark Storrs

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 John Ulbrich Charitable Trust 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.