Nonprofit · EIN 06-6071625
ULYSSES S GRANT FOUNDATION INC
Tax-exempt · NEW HAVEN, CT 06520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $76,464 | $86,432 | -$9,968 | $944,918 | $1,100 | $943,818 |
| August 31, 2024 | 990 | $62,255 | $100,776 | -$38,521 | $894,825 | $5,918 | $888,907 |
| August 31, 2023 | 990 | $90,114 | $104,787 | -$14,673 | $887,289 | $58,410 | $828,879 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $49,293
- Program service revenue
- $2,429
- Investment income
- $24,742
- Net gain from sales of assets
- $2,587
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $53,586
- Salaries, compensation and benefits (total)
- $53,586
- Professional fundraising fees
- $0
- Accounting fees
- $1,775
- Occupancy
- $2,000
- Program services (functional)
- $65,002
- Management and general (functional)
- $21,430
Balance sheet and other
- Total assets, start of year
- $894,825
- Total assets, end of year
- $944,918
- Total liabilities, end of year
- $1,100
- Net assets, end of year
- $943,818
- Publicly traded securities
- $937,257
- Gross receipts
- $98,172
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANNA WAGNER | CHAIRPERSON Trustee or director, Officer | 5 | $0 |
| SUSAN LAMAR | TREASURER Trustee or director, Officer | 5 | $0 |
| SAMUEL PURDY | SECRETARY Trustee or director, Officer | 1 | $0 |
| CLAUDIA MERSON | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| CARMEL PALESKI | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER HEIKKILA DIAZ | DIRECTOR Trustee or director | 1 | $0 |
| MARIA PARENTE | DIRECTOR Trustee or director | 1 | $0 |
| SARAH CUSSLER | DIRECTOR Trustee or director | 1 | $0 |
| LESLIE BLATTEAU | DIRECTOR Trustee or director | 1 | $0 |
| KISHORE CHUNDHI | DIRECTOR Trustee or director | 1 | $0 |
| RON COLEMAN | DIRECTOR Trustee or director | 1 | $0 |
| DR DOLORES GARCIA-BLOCKER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANNA WAGNER | CHAIRPERSON Trustee or director, Officer | 5 | $0 |
| SUSAN LAMAR | TREASURER Trustee or director, Officer | 5 | $0 |
| SAMUEL PURDY | SECRETARY Trustee or director, Officer | 1 | $0 |
| CLAUDIA MERSON | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| CARMEL PALESKI | DIRECTOR Trustee or director | 1 | $0 |
| ABDUL-RAZAK M ZACHARIA | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER HEIKKILA DIAZ | DIRECTOR Trustee or director | 1 | $0 |
| MARIA PARENTE | DIRECTOR Trustee or director | 1 | $0 |
| SARAH CUSSLER | DIRECTOR Trustee or director | 1 | $0 |
| LESLIE BLATTEAU | DIRECTOR Trustee or director | 1 | $0 |
| KISHORE CHUNDHI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANNA WAGNER | CHAIRPERSON Trustee or director, Officer | 5 | $0 |
| SUSAN LAMAR | TREASURER Trustee or director, Officer | 5 | $0 |
| SAMUEL PURDY | SECRETARY Trustee or director, Officer | 1 | $0 |
| CLAUDIA MERSON | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| CARMEL PALESKI | DIRECTOR Trustee or director | 1 | $0 |
| ABDUL-RAZAK M ZACHARIA | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER HEIKKILA DIAZ | DIRECTOR Trustee or director | 1 | $0 |
| MARIA PARENTE | DIRECTOR Trustee or director | 1 | $0 |
| SARAH CUSSLER | DIRECTOR Trustee or director | 1 | $0 |
| LESLIE BLATTEAU | DIRECTOR Trustee or director | 1 | $0 |
| KISHORE CHUNDHI | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 200033, NEW HAVEN, CT 06520-0033
- In care of
- % ERIC L GREEN TREAS
- Principal officer (990 for 2024)
- JANNA WAGNER, PO BOX 200033, NEW HAVEN, CT 06520
- Signed the 990
- JANNA WAGNER, CHAIRPERSON
- Phone
- (203) 624-6523
- Website
- YALE.EDU/USGRANT
- Return prepared by
- THE INNOVATIVE CPA GROUP LLC
Mission
TO PROVIDE HIGH QUALITY, SUPPLEMENTARY EDUCATION AND TO DEVELOP EDUCATIONAL OPPORTUNITIES FOR INNER-CITY NEW HAVEN CONNECTICUT STUDENTS.
Program accomplishments
- TO PROVIDE HIGH QUALITY SUPPLEMENTARY EDUCATION AND TO DEVELOP EDUCATIONAL OPPORTUNITIES FOR INNER-CITY NEW HAVEN CONNECTICUT STUDENTSExpenses $65,002 · revenue $2,429
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 06-6071625
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $944,918
- Income (IRS master file)
- $98,172
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $76,464 | $86,432 | $944,918 | XML |
| 990 | August 2024 | $62,255 | $100,776 | $894,825 | XML |
| 990 | August 2023 | $90,114 | $104,787 | $887,289 | XML |
| 990 | August 2022 | $41,863 | $103,828 | $835,615 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6071625).
Questions about ULYSSES S GRANT FOUNDATION INC
- What is the EIN of ULYSSES S GRANT FOUNDATION INC?
- The employer identification number (EIN) of ULYSSES S GRANT FOUNDATION INC is 06-6071625.
- Is ULYSSES S GRANT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to ULYSSES S GRANT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ULYSSES S GRANT FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ULYSSES S GRANT FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ULYSSES S GRANT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of ULYSSES S GRANT FOUNDATION INC?
- The 990 for the year ended August 31, 2025 names JANNA WAGNER.
- Who are the officers and directors of ULYSSES S GRANT FOUNDATION INC?
- The 990 for the year ended August 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ULYSSES S GRANT FOUNDATION INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $76,464, expenses of $86,432 and total assets of $944,918 at year end.
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