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Also known as: CHARITABLE TRUST
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Burton & Elizabeth Upjohn Charitable Trust is a private association based in KALAMAZOO, MI. The foundation received its IRS ruling in 1969. It holds total assets of $1M. Annual income is reported at $378K. Total assets have grown from $649K in 2011 to $926K in 2023. The foundation is governed by 10 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Michigan. According to available records, Burton & Elizabeth Upjohn Charitable Trust has made 114 grants totaling $549K, with a median grant of $5K. The foundation has distributed between $101K and $234K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $234K distributed across 44 grants. Individual grants have ranged from $250 to $10K, with an average award of $5K. The foundation has supported 36 unique organizations. The foundation primarily supports organizations in Michigan, Arizona, Minnesota, which account for 95% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$4K
Average Grant
$4K
Largest Grant
$10K
Based on 26 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Burton & Elizabeth Upjohn Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 114 grants. Its grantmaking reaches organizations primarily in MI, AZ, MN.
Burton & Elizabeth Upjohn Charitable Trust has distributed a total of $549K across 114 grants. The median grant size is $5K, with an average of $5K. Individual grants have ranged from $250 to $10K.
Burton & Elizabeth Upjohn Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Burton & Elizabeth Upjohn Charitable Trust is headquartered in KALAMAZOO, MI. While based in MI, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Martha Means Upjohn | TRUSTEE | $0 | $0 | N/A |
| Margaret J L Upjohn | TRUSTEE | $0 | $0 | N/A |
| Florence U Orosz | TRUSTEE | $0 | $0 | N/A |
| Bradley E Vandenberg | TRUSTEE | $0 | $0 | N/A |
| Henry L Upjohn Ii | TRUSTEE | $0 | $0 | N/A |
| Elizabeth K Brey | TRUSTEE | $0 | $0 | N/A |
| Elizabeth Upjohn Mason | TRUSTEE | $0 | $0 | N/A |
| Joel J Orosz | TRUSTEE | $0 | $0 | N/A |
| Amy Upjohn | TRUSTEE | $0 | $0 | N/A |
| Caroline Robbins | TRUSTEE | $0 | $0 | N/A |
Total Giving
$116K
Total Assets
$926K
Fair Market Value
$1.7M
Net Worth
$926K
Grants Paid
$101K
Contributions
$28K
Net Investment Income
$113K
Distribution Amount
$77K
Total: $696K
Total Grants
114
Total Giving
$549K
Average Grant
$5K
Median Grant
$5K
Unique Recipients
36
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Young Women'S Christian AssociationSUPPORT FOR ALL INITIATIVES & PROGRAMS | Kalamazoo, MI | $10K | 2023 |
| Community Healing CentersRECOVERY HOUSING PROGRAM | Kalamazoo, MI | $10K | 2023 |
| Kalamazoo Loaves & FishesHUNGER RELIEF PROGRAMS | Kalamazoo, MI | $10K | 2023 |
| Family & Children ServicesHANDLE WITH CARE | Kalamazoo, MI | $9K | 2023 |
| New GenesisYOUNG PARENT PROGRAM | Kalamazoo, MI | $6K | 2023 |
| Kalamazoo County Ready 4sOPERATIONS | Kalamazoo, MI | $6K | 2023 |
| Bronson Health FoundationOPERATIONS | Kalamazoo, MI | $5K | 2023 |
| Boys & Girls Club Of Greater KalamazooOPERATIONS | Kalamazoo, MI | $5K | 2023 |
| Housing ResourcesincEMERGENCY HOUSING | Kalamazoo, MI | $5K | 2023 |
| Sherman Lake Ymca Outdoor CenterINTEGRATED EDUCATION PROGRAM | Augusta, MI | $5K | 2023 |
| Ministry With Community Of KalamazooOPERATIONS | Kalamazoo, MI | $5K | 2023 |
| Disability Network Southwest MichiganPROGRAM & SERVICES | Kalamazoo, MI | $4K | 2023 |
| Kalamazoo Drop In Child Care CenterOPERATIONS | Kalamazoo, MI | $4K | 2023 |
| Michigan Department Of Human ServicesOPERATION GOOD CHEER | Kalamazoo, MI | $3K | 2023 |
| First Day Shoe FundOPERATIONS | Portage, MI | $3K | 2023 |
| Kalamazoo Literacy CouncilPARENT LITERACY MATERIALS | Kalamazoo, MI | $3K | 2023 |
| Milestone Senior ServicesGREATEST NEEDS FUND | Kalamazoo, MI | $3K | 2023 |
| Residential Opportunities IncPROGRAMING NEEDS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES | Kalamazoo, MI | $3K | 2023 |
| Aacorn Farm IncPOWER EQUIPMENT | Kalamazoo, MI | $2K | 2023 |
| American Red CrossFOR THOSE IN NEED | Kalamazoo, MI | $1K | 2023 |
| Elizabeth S Upjohn Healing CenterRECOVERY HOUSING PROGRAM | Kalamazoo, MI | $10K | 2022 |
| Kc Ready FoursOPERATIONS | Kalamazoo, MI | $6K | 2022 |
| Planned Parenthood Of Sc MichiganOPERATIONS | Ann Arbor, MI | $5K | 2022 |