Burton & Elizabeth Upjohn Charitable Tr
- Assets
- $923.3k
- Revenue
- $60.2k
- Investments
- $781.4k
- Employees
- 0
- Location
- Kalamazoo, MI
- Founding
- 08/1969
- Data as of
- 12/2022
- EIN
- 38-2341573
Organization Overview
Burton & Elizabeth Upjohn Charitable Tr is located in Kalamazoo, MI. The organization was established in 1969. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Burton & Elizabeth Upjohn Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Burton & Elizabeth Upjohn Charitable Tr generated $60.2k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $134.4k during the year ending 12/2022. While expenses have increased by 4.2% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Burton & Elizabeth Upjohn Charitable Tr has awarded 72 individual grants totaling $330,925. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elizabeth Upjohn Mason Trustee | 0.2 | $0 | |
Florence U Orosz Trustee | 0.1 | $0 | |
Amy Upjohn Trustee | 0.1 | $0 | |
Henry L Upjohn II Trustee | 0.1 | $0 | |
Martha Means Upjohn Trustee | 0.1 | $0 | |
Joel J Orosz Trustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $28,276 |
| Interest on Savings | $0 |
| Dividends & Interest | $28,081 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,884 |
| Capital Gain Net Income | $3,884 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $60,241 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,545 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1 |
| Total operating and administrative expenses | $17,676 |
| Contributions, gifts, grants paid | $116,750 |
| Total expenses and disbursements | $134,426 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $105,310 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $91,776 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $36,516 |
| Total assets | $923,266 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Burton & Elizabeth Upjohn Charitable Tr has awarded $116,750 in support to 22 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN RED CROSS PURPOSE: OPERATIONS | $1,000 |
AACORN FARM INC PURPOSE: OPERATIONS | $3,000 |
BRONSON HEALTH FOUNDATION PURPOSE: OPERATIONS | $5,000 |
BOYS & GIRLS CLUB OF GREATER KALAMAZOO PURPOSE: OPERATIONS | $7,500 |
DISABILITY NETWORK SOUTHWEST MICHIGAN PURPOSE: OPERATIONS | $3,000 |
ELIZABETH S UPJOHN HEALING CENTER PURPOSE: RECOVERY HOUSING PROGRAM | $10,000 |