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Ulm Family Foundation Inc

  • Watkinsville, GA
  • Tax-exempt since Aug. 2007
  • EIN: 20-5745473

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$12.6M (2024)

Expenses
$1.02M (2024)

Total Assets
$8.69M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,612,603
Expenses
$1,019,480
Net Income
$11,593,123
Net Assets
$8,690,984
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,999,053
79.3%
Interest Revenue $0
Dividends $48,404
0.4%
Sales of Assets $2,565,121
20.3%
Other Income $25
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,001,416
98.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,690,984
Total Liabilities $0
Net Assets $8,690,984
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/Secretary) $0 $0
William Lee Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$217,236
Expenses
$164,072
Net Income
$53,164
Net Assets
$1,175,737
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $162,702
74.9%
Interest Revenue $0
Dividends $34,543
15.9%
Sales of Assets $19,974
9.2%
Other Income $17
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,875
85.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,175,737
Total Liabilities $0
Net Assets $1,175,737
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/Secretary) $0 $0
William Lee Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,039
Expenses
$1,417,044
Net Income
-$1,264,005
Net Assets
$1,122,573
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,542
3.6%
Interest Revenue $0
Dividends $38,232
25.0%
Sales of Assets $109,265
71.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,400,000
98.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,122,573
Total Liabilities $0
Net Assets $1,122,573
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/Secretary) $0 $0
William Lee Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$432,780
Expenses
$1,789,967
Net Income
-$1,357,187
Net Assets
$2,386,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,651
2.0%
Interest Revenue $0
Dividends $83,676
19.3%
Sales of Assets $340,453
78.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,759,434
98.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,386,578
Total Liabilities $0
Net Assets $2,386,578
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/Secretary) $0 $0
William Lee Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$380,372
Expenses
$1,175,789
Net Income
-$795,417
Net Assets
$3,743,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,599
1.7%
Interest Revenue $0
Dividends $97,516
25.6%
Sales of Assets $276,257
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,139,053
96.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,743,765
Total Liabilities $1
Net Assets $3,743,764
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/Secretary) $0 $0
William Lee Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,672,896
Expenses
$482,859
Net Income
$3,190,037
Net Assets
$4,539,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,500,057
95.3%
Interest Revenue $0
Dividends $36,712
1.0%
Sales of Assets $136,127
3.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $471,459
97.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,539,182
Total Liabilities $1
Net Assets $4,539,181
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/Secretary) $0 $0
William Lee Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,774
Expenses
$546,045
Net Income
-$423,271
Net Assets
$1,349,145
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,025
31.0%
Sales of Assets $84,749
69.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $537,622
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,349,145
Total Liabilities $0
Net Assets $1,349,145
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/Secretary) $0 $0
William Lee Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,050
Expenses
$203,224
Net Income
-$78,174
Net Assets
$1,772,416
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,591
38.9%
Sales of Assets $76,459
61.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $185,500
91.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,772,416
Total Liabilities $0
Net Assets $1,772,416
Compensation
Key Employees and Officers Compensation Other
William Lee Ulm Sr (President) $0 $0
Marcia L Ulm (Treasurer/ Secretary) $0 $0
William L Ulm Jr (Director) $0 $0
Elizabeth A Ulm (Director) $0 $0
Joseph Ian Alexander Ulm (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,907
Expenses
$1,047,486
Net Income
-$909,579
Net Assets
$2,317,107
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,912
42.7%
Sales of Assets $79,924
58.0%
Other Income -$929
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,022,500
97.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,317,107
Total Liabilities $0
Net Assets $2,317,107

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$201,717
Expenses
$434,319
Net Income
-$232,602
Net Assets
$3,221,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,376
37.4%
Sales of Assets $124,324
61.6%
Other Income $2,017
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $406,000
93.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,221,685
Total Liabilities $0
Net Assets $3,221,685

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$132,145
Expenses
$324,430
Net Income
-$192,285
Net Assets
$3,456,490
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $77,165
58.4%
Sales of Assets $53,245
40.3%
Other Income $1,735
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,500
91.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,456,490
Total Liabilities $0
Net Assets $3,456,490

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$100,933
Expenses
$393,721
Net Income
-$292,788
Net Assets
$3,640,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $88,164
87.3%
Sales of Assets $7,239
7.2%
Other Income $5,530
5.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $366,000
93.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,640,467
Total Liabilities $0
Net Assets $3,640,467

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,926
Expenses
$287,349
Net Income
-$180,423
Net Assets
$3,897,637
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $80
0.1%
Dividends $105,599
98.8%
Sales of Assets $2,022
1.9%
Other Income -$775
Notable Expenses Percent of Total Expenses
Charitable Disbursements $245,000
85.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,897,637
Total Liabilities $0
Net Assets $3,897,637

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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