Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE ULM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 1240 RAMSER DRIVE
  Room/suite
City or town
WATKINSVILLE
State or province
GA
Country  
ZIP or foreign postal code
30677
A Employer identification number

20-5745473
B Telephone number (see instructions)

6785382080
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$10,339,906J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 776 776  
4 Dividends and interest from securities... 223,116 216,376  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,005,895
b Gross sales price for all assets on line 6a 2,734,587
7 Capital gain net income (from Part IV, line 2)... 1,009,275
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,064 1,064  
12 Total. Add lines 1 through 11........ 1,230,851 1,227,491  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,173 33,173   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,882 49,882   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
58,235 3,235   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,516 1,516   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,806 87,806   0
25 Contributions, gifts, grants paid....... 1,240,000 1,240,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,382,806 87,806   1,240,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -151,955
b Net investment income (if negative, enter -0-) 1,139,685
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,456 4,766 4,766
2 Savings and temporary cash investments......... 202,231 137,105 137,105
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 20,457    
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,091,574 Click to see attachment
List of Attached Documents:
// Content
5,000,676 		6,642,685
c Investments—corporate bonds (attach schedule)....... 2,388,692 Click to see attachment
List of Attached Documents:
// Content
2,468,035 		2,517,581
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 982,574 Click to see attachment
List of Attached Documents:
// Content
974,978 		1,037,769
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,690,984 8,585,560 10,339,906
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,772,416 1,772,416
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,918,568 6,813,144
29 Total net assets or fund balances (see instructions)..... 8,690,984 8,585,560
30 Total liabilities and net assets/fund balances (see instructions). 8,690,984 8,585,560
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,690,984
2
Enter amount from Part I, line 27a .....................
2
-151,955
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
46,531
4
Add lines 1, 2, and 3 ..........................
4
8,585,560
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,585,560
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31
b PUBLICLY TRADED SECURITIES P 2024-12-31 2025-12-31
c BNY MELLON CLASS ACTION P 2020-01-01 2025-12-31
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,068,724   1,071,837 -3,113
b 1,665,597   653,475 1,012,122
c 32     32
d 234     234
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -3,113
b       1,012,122
c       32
d       234
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,009,275
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 15,842
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,842
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,842
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 22,022
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,022
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 6,180
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax6,180 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
GA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofMARCIA ULM Telephone no. (678) 538-2080

Located at1240 RAMSER DRIVEWATKINSVILLEGA ZIP+430677
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WILLIAM LEE ULM SR PRESIDENT
5.00 		0 0 0
1240 RAMSER DRIVE
WATKINSVILLE,GA30677
MARCIA L ULM TREASURER/SECRETARY
2.00 		0 0 0
1240 RAMSER DRIVE
WATKINSVILLE,GA30677
WILLIAM LEE ULM JR DIRECTOR
2.00 		0 0 0
1240 RAMSER DRIVE
WATKINSVILLE,GA30677
ELIZABETH A ULM DIRECTOR
2.00 		0 0 0
1240 RAMSER DRIVE
WATKINSVILLE,GA30677
JOSEPH IAN ALEXANDER ULM DIRECTOR
2.00 		0 0 0
1240 RAMSER DRIVE
WATKINSVILLE,GA30677
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,438,936
b
Average of monthly cash balances.......................
1b
125,567
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,564,503
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,564,503
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
128,468
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,436,035
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
421,802
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
421,802
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
15,842
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,842
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
405,960
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
405,960
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
405,960
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,240,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,240,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 405,960
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 925,765
b From 2021...... 1,541,624
c From 2022...... 1,299,636
d From 2023...... 84,994
e From 2024...... 979,147
f Total of lines 3a through e ........ 4,831,166
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,240,000
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 405,960
e Remaining amount distributed out of corpus 834,040
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,665,206
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		925,765
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		4,739,441
10 Analysis of line 9:
a Excess from 2021 .... 1,541,624
b Excess from 2022 .... 1,299,636
c Excess from 2023 .... 84,994
d Excess from 2024 .... 979,147
e Excess from 2025 .... 834,040
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
WILLIAM LEE ULM SR
MARCIA L ULM
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST JOSEPH CATHOLIC PARISH SCHOOL

958 EPPS BRIDGE PKWY
ATHENS,GA30606 		NONE   TO EMPOWER STUDENTS THROUGH QUALITY CATHOLIC EDUCATION, FOSTERING SPIRITUAL GROWTH AND ACADEMIC EXCELLENCE, SUPPORTED BY THE GRANT 75,000

MAS FAMILY SCHOLARSHIP

800 S DOUGLAS ROAD
CORAL GABLES,FL33134 		NONE   TO SUPPORT STUDENTS OF CUBAN DESCENT, OFTEN FOCUSING ON LEADERSHIP AND ACADEMIC EXCELLENCE 20,000

PROJECT SWEET PEAS

860 W SHORE RD
WARWICK,RI02889 		NONE   TO FUND PROJECT SWEET PEAS IN PROVIDING NICU CARE PACKAGES, BEREAVEMENT SUPPORT, AND FINANCIAL AID TO FAMILIES, PROMOTING COMPASSIONATE FAMILY-CENTERED CARE NATIONWIDE 10,000

UGA CATHOLIC CENTER FUN FOR LIFE

1344 S LUMPKIN ST
ATHENS,GA30605 		NONE   TO SUPPORT THE SPIRITUAL FORMATION AND SOCIAL WELL-BEING OF UNIVERSITY STUDENTS THROUGH ACTIVITIES HOSTED BY THE UGA CATHOLIC CENTER. 5,000

JUPITER MEDICAL FOUNDATION

1210 S OLD DIXIE HWY
FLORIDA,FL33458 		NONE   TO FUND THE EXPANSION OF STATE-OF-THE-ART ROBOTIC OPERATION TECHNOLOGIES AND ENHANCE SPECIALIZED TERTIARY CARE SERVICES FOR THE COMMUNITY. 25,000

INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS

303 EAST WACKER DRIVE
CHICAGO,IL60601 		NONE   TO PROVIDE HUMANITARIAN AID TO ELDERLY JEWISH PEOPLE, SUPPORTING ISRAEL'S SECURITY, AND PROMOTING INTERFAITH FELLOWSHIP BETWEEN CHRISTIANS AND JEWS 5,000

WORLD VISION

800 W CHESTNUT AVENUE
MONROVIA,CA91016 		NONE   TO SUPPORT FOR HOLISTIC COMMUNITY DEVELOPMENT TO ENSURE CHILDREN IN [REGION] HAVE ACCESS TO EDUCATION AND BASIC NEEDS 5,000

SECOND HARVEST FOOD BANK

500-B SPRATT ST
CHARLOTTE,NC28206 		NONE   GENERAL 25,000

SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		NONE   TO PROVIDE ESSENTIAL FUNDING FOR HOLISTIC COMMUNITY CARE, EMPOWERING INDIVIDUALS THROUGH SPIRITUAL, EMOTIONAL, AND PHYSICAL SUPPORT 5,000

RED CROSS

430 17TH STREET NORTHWEST
WASHINGTON,DC20006 		NONE   GRANT AWARDED TO AID IN THE PREVENTION AND ALLEVIATION OF HUMAN SUFFERING. 10,000

PET SMART CHARITIES

19601 N 27TH AVE
PHOENIX,AZ85027 		NONE   TO CREATE FAMILIES THROUGH ADOPTION, SUPPORT THE HUMAN-ANIMAL BOND, AND PROVIDE ACCESS TO VETERINARY CARE 5,000

WILLIAM C HARTMAN FUND

THE GEORGIA BULLDOG CLUB
ATHENS,GA30603 		NONE   TO SUPPORT THE CHAMPIONSHIP TRADITION OF GEORGIA FOOTBALL BY EMPOWERING YOUNG MEN TO PURSUE EXCELLENCE THROUGH THE WILLIAM C. HARTMAN FUND 10,000

SUSAN B ANTHONY LIST

2776 S ARLINGTON MILL DR 803
ARLINGTON,VA22206 		NONE   TO SUPPORT THE MISSION OF ENDING ABORTION BY ELECTING NATIONAL LEADERS AND ADVOCATING FOR LAWS THAT SAVE LIVES, WITH A SPECIAL CALLING TO PROMOTE PRO-LIFE WOMEN LEADERS 75,000

ELS FOR AUTISM FOUNDATION

18370 LIMESTONE CREEK RD
JUPITER,FL33458 		NONE   TO SUPPORT THE ELS FOR AUTISM FOUNDATION IN DELIVERING LIFE-CHANGING PROGRAMS, THERAPIES, AND EDUCATIONAL SERVICES THAT EMPOWER INDIVIDUALS WITH AUTISM TO REACH THEIR FULL POTENTIAL AND LIVE FULFILLING LIVES 5,000

CA FIRE FOUNDATION

1780 CREEKSIDE OAKS DR
SACRAMENTO,CA95833 		NONE   TO PROVIDE IMMEDIATE RELIEF AND ASSISTANCE TO CALIFORNIA COMMUNITIES AND DISASTER SURVIVORS AFFECTED BY WILDFIRES 10,000

BRAIN & BEHAVIOUR RESEARCH FOUNDATION

747 THIRD AVENUE 33RD FLOOR
NEW YORK,NY10017 		NONE   TO SUPPORT THE BRAIN & BEHAVIOR RESEARCH FOUNDATION IN FUNDING CUTTING-EDGE SCIENTIFIC RESEARCH AIMED AT FINDING CURES AND IMPROVED TREATMENTS FOR MENTAL ILLNESSES, ULTIMATELY ENABLING PEOPLE TO LIVE FULL, HAPPY, AND PRODUCTIVE LIVES 10,000

BOYS SCOUT OF NE GA

148 BOY SCOUT TRAIL
PENDERGRASS,GA30567 		NONE   TO PROVIDE ESSENTIAL FUNDING TO SUPPORT CHARACTER DEVELOPMENT, LEADERSHIP TRAINING, AND OUTDOOR ADVENTURE PROGRAMS FOR YOUTH IN THE NORTHEAST GEORGIA COUNCIL 10,000

MONASTERY OF THE HOLY SPIRIT

2625 HIGHWAY 212 SW
CONYERS,GA30094 		NONE   TO THE MONASTERY OF THE HOLY SPIRIT FOR THE RESTORATION OF THE GUEST RETREAT HOUSE, ALLOWING THEM TO CONTINUE THEIR MINISTRY OF HOSPITALITY AND SPIRITUAL REJUVENATION FOR VISITORS. 15,000

FOOD BANK OF NORTHEAST GEORGIA

861 NEWTON BRIDGE RD
ATHENS,GA30607 		NONE   TO ADDRESS HUNGER AND END FOOD INSECURITY BY SERVING COMMUNITIES ACROSS NORTHEAST GEORGIA 150,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE   TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT 25,000

TOYS FOR TOTS

18251 QUANTICO GATEWAY DRVIE
TRIANGLE,VA22172 		NONE   TO DISTRIBUTE TOYS TO CHILDREN WHOSE PARENTS CANNOT AFFORD TO BUY THEM GIFTS FOR CHRISTMAS 5,000

CAMP BOGGY CREEK

30500 BRANTLEY BRANCH RD
EUSTIS,FL32736 		NONE   TO FOSTER A SPIRIT OF JOY BY CREATING A FREE, SAFE AND MEDICALLY-SOUND CAMP ENVIRONMENT THAT ENRICHES THE LIVES OF CHILDREN WITH SERIOUS ILLNESSES AND THEIR FAMILIES 10,000

FCA CHEER

3001 MONROE HWY SUITE 400 A
BOGART,GA30622 		NONE   TO LEAD EVERY COACH AND ATHLETE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST AND HIS CHURCH. 25,000

HOPE HAVEN

795 NEWTON BRIDGE RD
ATHENS,GA30607 		NONE   TO PREPARE, EMPOWER, AND CONNECT ADULTS WITH DEVELOPMENTAL DISABILITIES TO STRENGTHEN OUR COMMUNITY. 5,000

SMILE TRAIN

633 THIRD AVE 9TH FLOOR
NEW YORK,NY10017 		NONE   TO PROVIDE FREE CLEFT SURGERY AND COMPREHENSIVE CLEFT CARE TO CHILDREN GLOBALLY 10,000

SAINT JOSEPH CATHOLIC SCHOOL

830 POPLAR STREET
MACON,GA31201 		NONE   TO SUPPORT ACADEMIC EXCELLENCE AND INSTILLING A LOVE OF JESUS CHRIST 25,000

OVARIAN CANCER RESEARCH ALLIANCE

14 PENNSYLVANIA PLAZA SUITE 2110
NEW YORK,NY10122 		NONE   TO SUPPORT ADVANCING OVARIAN CANCER RESEARCH WHILE SUPPORTING WOMEN AND THEIR FAMILIES 10,000

PROJECT SAFE

995 HAWTHORNE AVE 7
ATHENS,GA30606 		NONE   TO SUPPORT AN END TO DOMESTIC VIOLENCE THROUGH CRISIS INTERVENTION, ONGOING SUPPORTIVE SERVICES, SYSTEMS CHANGE ADVOCACY, AND PREVENTION AND EDUCATION 10,000

MD ANDERSON

PO BOX 2558
HOUSTON,TX77252 		NONE   TO SUPPORT MD ANDERSON CANCER CENTER IN IT'S MISSION TO ELIMINATE CANCER IN TEXAS, THE NATION, AND THE WORLD THROUGH OUTSTANDING PROGRAMS THAT INTEGRATE PATIENT CARE, RESEARCH AND PREVENTION, AND THROUGH EDUCATION FOR UNDERGRADUATE AND GRADUATE STUDENTS, TRAINEES, PROFESSIONALS, EMPLOYEES AND THE PUBLIC. 50,000

OLE MISS ATHLETICS FOUNDATION

PO BOX 1519
OXFORD,MS38655 		NONE   TO SUPPORT STUDENT ATHLETES AT THE UNIVESITY OF MISSISSIPPI 5,000

ATHENS ACADEMY

1281 SPARTAN LANE
ATHENS,GA30606 		NONE   TO SUPPORT STUDENTS 25,000

EXTRA SPECIAL PEOPLE INC

189 VFW DRIVE
WATKINSVILLE,GA30677 		NONE   TO SUPPORT TRANSFORMATIVE EXPERIENCES FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES 550,000

HAYDEN HURST FAMILY FOUNDATION

3663 AIRLIE LN
JACKSONVILLE,FL32217 		NONE   TO SUPPORT YOUTH, MILITARY, AND OTHERS IN NEED REGARDING THEIR HEALTH, EDUCATION, AND WELLNESS BY FUNDING FACILITIES AND PROGRAMS THROUGH DONATIONS AND FUNDRAISING EVENTS. 10,000
Total ................................. 3a 1,240,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 776  
4 Dividends and interest from securities ....     14 216,376 6,740
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 1,064  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,005,895  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,224,111 6,740
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,230,851
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 NONDIVIDEND DISTRIBUTIONS ROC
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND PROFESSIONAL FEES 33,173 33,173   0

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Name of Bond End of Year Book Value End of Year Fair Market Value
BRAMSHILL INCOME PERFORMANCE FUND CLASS 840,088 841,614
FPA NEW INCOME FUND CLASS INSTITUTIONAL 828,948 854,584
PGIM TOTAL RETURN BOND 798,999 821,383

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 66,605 72,418
ABBVIE INC COM 42,171 69,461
ALPHABET INC CL A 49,081 178,723
AMAZON.COM INC 67,709 159,035
AMER EXPRESS CO 59,454 81,389
AMPHENOL CORP NEW CL AA 37,133 36,218
ANALOG DEVICES INC 50,546 68,071
APPLE INC 152,196 196,283
ARISTA NETWORKS INC 28,291 37,213
AUTOMATIC DATA PROCESSNG INC 46,466 40,642
BLACKROCK INC 75,566 84,557
BOSTON SCIENTIFIC CORP 33,179 43,098
BROADCOM INC 207,071 337,101
CAPITAL GROUP GBL GROWTH EQTY 733,793 861,607
CHUBB LTD CHF 34,786 39,327
CISCO SYSTEMS INC 65,447 67,247
COCA COLA CO COM 52,054 59,563
DIMENSIONAL INTL VALUE ETF 682,880 963,819
EATON CORP PLC 74,880 75,487
EXXON MOBIL CORP 34,007 37,787
HOME DEPOT INC 86,590 80,519
INTERCONTINENTALEXCHANGE GROUP 33,120 31,582
INTUIT 48,891 54,981
INTUITIVE SURGICAL INC 25,118 39,645
JOHNSON & JOHNSON COM 66,262 89,195
JPMORGAN CHASE & CO 52,471 119,221
LILLY ELI & CO 60,788 110,692
LINDE PLC NEW EUR 81,189 83,146
MARSH & MCLENNAN COS INC 39,754 34,136
MASTERCARD INC CL A 44,159 59,942
MCDONALDS CORP 70,844 72,129
META PLATFORMS INC CL A 75,866 91,753
MICROSOFT CORP 372,692 560,516
MORGAN STANLEY 50,950 74,563
NETFLIX 59,155 47,630
NEXTERA ENERGY INC COM 53,453 62,056
NVIDIA CORP 175,622 335,700
O REILLY AUTOMOTIVE INC 31,391 32,927
ORACLE CORP 120,370 136,632
PALO ALTO NETWORKS INC 43,003 41,998
PARKER HANNIFIN CORP 24,822 38,674
PROGRESSIVE CORP OHIO 28,980 27,326
PROLOGIS INC COM 70,384 82,724
REPUBLIC SERVICES INC 20,635 20,557
RTX CORP 76,819 100,320
S&P GLOBAL INC 49,903 54,349
SHERWIN WILLIAMS CO 32,657 30,783
STRYKER CORP 35,488 33,038
TAIWAN SEMICONDUCTOR MFG CO 120,638 169,875
TEXAS INSTRUMENTS 60,483 55,690
TJX COS INC NEW 105,705 133,026
TRANE TECHNOLOGIES PLC 46,579 57,991
TRANSDIGM GROUP INC 26,848 27,927
UNION PACIFIC CORP 63,381 64,538
VISA INC CL A 52,351 77,858

TY 2025 InvestmentsOtherSchedule2
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
J P MORGAN EXCHANGE TRADED FD HEDGED EQUITY LA AT COST 974,978 1,037,769

TY 2025 OtherExpensesSchedule
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 744 744   0
COMPUTER EXPENSE 752 752   0
POSTAGE 20 20   0


TY 2025 OtherIncomeSchedule2
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UBS 1,064 1,064 1,064


TY 2025 OtherIncreasesSchedule
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Description Amount
CORRECTION OF PY PPA - NO TAX EFFECT 46,531


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 49,882 49,882   0


TY 2025 TaxesSchedule
Name:
THE ULM FAMILY FOUNDATION
EIN:
20-5745473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAYMENT 3,235 3,235   0
TAXES 55,000 0   0