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· Private foundation

John Ulbrich Charitable Trust Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$260k
Granted FY2025still arriving
21
Grants FY2025still arriving
6
States reached
$40k
Largest
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Recreation & Sports$248kHuman Services$190kYouth Development$159kFood & Nutrition$142kAnimals$119kHealth$90kInternational$78kHousing & Shelter$68kOther$0
02FY2025 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k9 grants · $48k
  • $10k–50k12 grants · $213k
$10,000
Median grant
6
States reached
$3.6M
Total assets
Largest grants
RecipientAmount
PACE CENTER FOR GIRLS$40,000
HANDS & HEARTS FOR HORSES$27,500
MAKE A WISH$20,000
UNITED FOOD BANK OF PLANT CITY$20,000
WREATHS ACROSS AMERICA$20,000
ADOPT A FAMILY OF THE PALM BEACHES$20,000
TEAM RUBICON$15,000
Individual grant recipient$10,000
EAST TENNESSEE COMMUNITY FOUNDTAION$10,000
FREEDOM WATERS FOUNDATION$10,000
Individual grant recipient$10,000
US SAILING CENTER MARTIN CNTY$10,000
STEPHEN SILLERS TUNNEL TO TOWERS$7,500
Individual grant recipient$5,000
BIG DOG RANCH RESCUE$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY24–25, $10k) land where the poverty rate runs at 6%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%LUSTGARTEN FOUNDATION: $5k → 6%LUSTGARTEN FOUNDATION: $5k → 6%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
NY
CA
KY
TN
NC
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$1.2M · 28 repeat orgs$48k to everyone else

Grantees it renews have grown median revenue +32% since the first grant, against +18% for those funded once.

28 repeat relationships: 18 still active in FY2025, 10 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
7

Total granted

$1.2M
$31k

Median revenue growth · since first grant

+32%
+18%

Still filing today

50%
29%

New vs renewed · share of each year

In FY2025, 93% of grant dollars renewed an existing relationship; $18k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
AnimalsRecreation & SportsYouth DevelopmentInternationalPublic Safety & DisasterHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • LY
    LAUDERDALE YACHT SAILING FOUNDATION INC
    6× · 2020–2025 · $200k · revenue ×18 · 64% of their budget
  • AO
    Adopt-A-Family of the Palm Beaches Inc
    6× · 2020–2025 · $160k · revenue +34%
  • PC
    PACE CENTER FOR GIRLSINC
    6× · 2020–2025 · $140k · revenue +42%

Funded once

  • FW
    FARM WORKERS COORDINATING COUNCIL
    one grant, 2021 · $15k
  • TT
    TUNNEL TO TOWERS OUNDATION
    one grant, 2024 · $5k
  • Mercy Ships International
    one grant, 2021 · $3k · revenue +18%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Tri County Humane Society

Tri-county animal rescue is a no-kill, nonprofit animal shelter working to prevent the killing of over 573,000 unwanted pets in broward, miami-dade, and palm beach counties. tri-county has no boundaries; we go all over the u.s. whenever we…

Animals
2
Aerial Recovery

Aerial recovery's mission is to save lives and stop evil. through the creation and deployment of humanitarian special operators, aerial recovery brings together selected veterans, first responders, and mission-qualified civilians who,…

—
3
Humane Society of Manatee County

The humane society of manatee county leads the community in fostering compassion and respect for animals through quality care, education, and advocacy to improve the lives of animals and strengthen the human-animal bond.

Animals
4
Yachtaid Global

YachtAid Global Mission:Provide unified humanitarian aid, conservation, and disaster response leadership through logistics management and consultationCoordinate the acquisition and delivery of humanitarian aid to coastal communities in…

International
5
Live Free Animal Rescue

To rescue abandoned, neglected and traumatized animals and find these animals their furever homes.

Animals
6
World Vets

To improve the health & well-being of animals through veterinary aid, response, training, research & local capacity building worldwide. We provide services to companion animals, horses, street dogs, livestock and marine animals including…

Animals
7
Pawsitivity

Train and place service dogs at no cost with U.S. military veterans with PTSD and other disabilities to increase independence.

Human Services
8
Pet Rescue Miami Inc
Animals
9
Florida Urgent Rescue

To rescue urgent animals.

Animals
10
Florida Pointer Rescue Inc

Rescue pointer dogs and treat back to health and f

Animals
11
Leashes of Valor

Our organization's mission is to raise awareness for and provide physical aid and support to disabled us military veterans. our program covers a crucial gap in the industry-a veteran operated organization, that can assist veterans with…

Public Benefit
12
Grey Team Inc

Grey Team, Inc. is a 501 (c)3 non-profit based in Boca Raton, Florida established in November of 2016 to help reduce and eliminate PTSD related veteran suicides.Our mission is to save veterans lives. As suicide rates among returning US…

—
How this is measured
The grantee most central to the portfolio’s shape is Big Dog Ranch Rescue Inc; the most unlike its peers is Marc Lustgarten Pancreatic Cancer Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

17 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 17 of the 39 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
17/17
Grantees still filing
10/17
Grew since first funded

Where the money sits, by cause and then by grantee

Adopt-A-Family of the Palm Beaches Inc: $160,000 · OtherAdopt-A-Family of the Palm Beaches IncMEALS ON WHEELS SF: $67,220 · OtherMEALS ON WHEELS SFFEEDING AMERICA: $45,000 · OtherFEEDING AMERICAIndividual grant recipient: $38,000 · OtherIndividual grant recipientUNITED FOOD BANK OF PLANT CITY: $30,000 · OtherMAKE A WISH: $30,000 · OtherUS SAILING CENTER MARTIN CNTY: $27,500 · OtherHANDS & HEARTS FOR HORSES INC: $37,500 · OtherHANDS & HEARTS FOR HORSES INCWreaths Across America: $24,000 · Other+20 more: $178,500 · Other+20 moreLAUDERDALE YACHT SAILING FOUNDATION INC: $200,000 · Recreation & SportsLAUDERDALE YACHT SA…Freedom Waters Foundation Inc: $20,000 · Recreation & SportsFreedom Waters Foun…PACE CENTER FOR GIRLSINC: $140,000 · Youth DevelopmentPACE CENTER FO…OPERATION 300 INC: $19,000 · Youth DevelopmentOPERATION 300 …Peggy Adams Animal Rescue League of the Palm Beaches Inc: $75,000 · AnimalsPeggy Adam…BIG DOG RANCH RESCUE INC: $28,500 · AnimalsBIG DOG RA…HUMANE SOCIETY OF BROWARD COUNTY INC: $10,000 · AnimalsHUMANE SOC…TEAM RUBICON INC: $65,000 · Public Safety & DisasterBROWARD PARTNERSHIP FOR THE HOMELESS INC: $45,000 · Housing & ShelterCOMMUNITY FOUNDATION OF WEST KYINC: $40,000 · Philanthropy
Other$637,720Recreation & Sports$220,000Youth Development$159,000Animals$113,500Public Safety & Disaster$65,000Housing & Shelter$45,000Philanthropy$40,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetLAUDERDALE YACHT SAILING FOUNDATION INC: $200,000 over 6y, 64% of budgetAdopt-A-Family of the Palm Beaches Inc: $160,000 over 6y, 0.7% of budgetPACE CENTER FOR GIRLSINC: $140,000 over 6y, 0.1% of budgetPeggy Adams Animal Rescue League of the Palm Beaches Inc: $75,000 over 3y, 0.3% of budgetTEAM RUBICON INC: $65,000 over 5y, 0.1% of budgetBROWARD PARTNERSHIP FOR THE HOMELESS INC: $45,000 over 2y, 0.3% of budgetCOMMUNITY FOUNDATION OF WEST KYINC: $40,000 over 1y, 0.3% of budgetHANDS & HEARTS FOR HORSES INC: $37,500 over 2y, 1.2% of budgetBIG DOG RANCH RESCUE INC: $28,500 over 5y, 0.1% of budgetWreaths Across America: $24,000 over 2y, 0.0% of budgetFreedom Waters Foundation Inc: $20,000 over 3y, 1.9% of budgetOPERATION 300 INC: $19,000 over 5y, 0.7% of budgetHUMANE SOCIETY OF BROWARD COUNTY INC: $10,000 over 2y, 0.1% of budgetMARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $10,000 over 2y, 0.0% of budgetHAITI OUTREACH MINISTRIES: $10,000 over 2y, 0.2% of budgetMercy Ships International: $2,500 over 1y, 0.0% of budgetDisabled American Veterans: $2,500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds LAUDERDALE YACHT SAILING FOUNDATION INC ↗
  • Who funds Adopt-A-Family of the Palm Beaches Inc ↗
  • Who funds PACE CENTER FOR GIRLSINC ↗
  • Who funds Peggy Adams Animal Rescue League of the Palm Beaches Inc ↗
  • Who funds TEAM RUBICON INC ↗
  • Who funds BROWARD PARTNERSHIP FOR THE HOMELESS INC ↗
  • Who funds COMMUNITY FOUNDATION OF WEST KYINC ↗
  • Who funds HANDS & HEARTS FOR HORSES INC ↗
  • Who funds BIG DOG RANCH RESCUE INC ↗
  • Who funds Wreaths Across America ↗
  • Who funds Freedom Waters Foundation Inc ↗
  • Who funds OPERATION 300 INC ↗
  • Who funds HUMANE SOCIETY OF BROWARD COUNTY INC ↗
  • Who funds MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION ↗
  • Who funds HAITI OUTREACH MINISTRIES ↗
  • Who funds Mercy Ships International ↗
  • Who funds Disabled American Veterans ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Network for GoodDC8.8× affinity4 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Network for Good · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization John Ulbrich Charitable Trust Inc funds: left to right is the share of its income from government, bottom to top the share from John Ulbrich Charitable Trust Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%5%19%42%75%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 5%
  • Adopt-a-Family of the Palm Beaches Inc: 15% of income from government
  • Broward Partnership for the Homeless Inc: 5% of income from government
  • Pace Center for Girlsinc: 2% of income from government
  • Big Dog Ranch Rescue Inc: 0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to John Ulbrich Charitable Trust Inc?

Find your warmest path to John Ulbrich Charitable Trust Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 39 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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