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Norman And Charlotte Ulmer Family Foundation

  • Grosse Pt Frm, MI
  • Tax-exempt since June 2010
  • EIN: 27-0904169

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
$43.2k (2023)

Expenses
$152k (2023)

Total Assets
$2.14M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,212
Expenses
$152,131
Net Income
-$108,919
Net Assets
$2,142,075
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,787
> 100%
Sales of Assets -$38,872
Other Income $297
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,222
73.8%
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 $2,142,075
Total Liabilities $0
Net Assets $2,142,075
Compensation
Key Employees and Officers Compensation Other
Diane N Cardillo (Treasurer) $0 $0
Linda C Vernier (President) $0 $0
Donna C Stewart (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 12, 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
$132,953
Expenses
$221,406
Net Income
-$88,453
Net Assets
$2,257,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,111
46.0%
Sales of Assets $71,273
53.6%
Other Income $569
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,578
82.9%
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 $2,257,845
Total Liabilities $0
Net Assets $2,257,845
Compensation
Key Employees and Officers Compensation Other
Diane N Cardillo (Treasurer) $0 $0
Linda C Vernier (President) $0 $0
Donna C Stewart (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 13, 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
$182,100
Expenses
$133,875
Net Income
$48,225
Net Assets
$2,341,179
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,839
30.7%
Sales of Assets $125,627
69.0%
Other Income $634
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,384
69.8%
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 $2,341,179
Total Liabilities $0
Net Assets $2,341,179
Compensation
Key Employees and Officers Compensation Other
Diane N Cardillo (Treasurer) $0 $0
Linda C Vernier (President) $0 $0
Donna C Stewart (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 10, 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
$100,380
Expenses
$166,044
Net Income
-$65,664
Net Assets
$2,269,030
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,155
52.0%
Sales of Assets $44,570
44.4%
Other Income $3,655
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $128,899
77.6%
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 $2,269,031
Total Liabilities $1
Net Assets $2,269,030
Compensation
Key Employees and Officers Compensation Other
Diane N Cardillo (Treasurer) $0 $0
Linda C Vernier (President) $0 $0
Donna C Stewart (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,652,193
Expenses
$80,564
Net Income
$1,571,629
Net Assets
$2,337,928
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,552,507
94.0%
Interest Revenue $0
Dividends $72,649
4.4%
Sales of Assets $26,652
1.6%
Other Income $385
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,311
56.2%
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 $2,337,928
Total Liabilities $0
Net Assets $2,337,928

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

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.
2017

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.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,312
Expenses
$34,591
Net Income
$47,721
Net Assets
$617,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $108,321
> 100%
Interest Revenue $0
Dividends $9,951
12.1%
Sales of Assets -$36,019
Other Income $59
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,450
79.4%
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 $617,740
Total Liabilities $0
Net Assets $617,740
Compensation
Key Employees and Officers Compensation Other
Charlotte M Ulmer (President / Secretary) $0 $0
Diane N Cardillo (Director) $0 $0
Linda C Vernier (Director) $0 $0
Donna C Stewart (Director) $0 $0
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Document Links

990-PF
Filed on July 28, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,183
Expenses
$26,213
Net Income
$81,970
Net Assets
$569,625
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $107,019
98.9%
Interest Revenue $0
Dividends $11,619
10.7%
Sales of Assets -$10,987
Other Income $532
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
80.1%
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 $569,625
Total Liabilities $0
Net Assets $569,625
Compensation
Key Employees and Officers Compensation Other
Charlotte M Ulmer (President / Secretary) $0 $0
Diane N Cardillo (Director) $0 $0
Linda C Vernier (Director) $0 $0
Donna C Stewart (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,157
Expenses
$19,305
Net Income
$95,852
Net Assets
$489,146
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $105,372
91.5%
Interest Revenue $0
Dividends $13,896
12.1%
Sales of Assets -$4,657
Other Income $546
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,000
77.7%
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 $489,146
Total Liabilities $0
Net Assets $489,146
Compensation
Key Employees and Officers Compensation Other
Charlotte M Ulmer (President / Secretary) $0 $0
Diane N Cardillo (Director) $0 $0
Linda C Vernier (Director) $0 $0
Donna C Stewart (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,856
Expenses
$13,498
Net Income
$100,358
Net Assets
$393,275
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $103,494
90.9%
Interest Revenue $1
0.0%
Dividends $8,191
7.2%
Sales of Assets $1,567
1.4%
Other Income $603
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,500
77.8%
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 $393,275
Total Liabilities $0
Net Assets $393,275

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
$102,171
Expenses
$4,842
Net Income
$97,329
Net Assets
$293,271
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $101,566
99.4%
Interest Revenue $0
Dividends $528
0.5%
Sales of Assets $25
0.0%
Other Income $52
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,000
82.6%
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 $293,271
Total Liabilities $0
Net Assets $293,271

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
$100,236
Expenses
$1,500
Net Income
$98,736
Net Assets
$195,838
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $99,636
99.4%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $600
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,500
100%
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 $195,839
Total Liabilities $1
Net Assets $195,838

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

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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About Nonprofit Explorer

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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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