Burlin and Jean Coleman Upike Charitable Tr
Burlin and Jean Coleman Upike Charitable Tr is a private foundation, based in Lexington, KY. IRS filing data is available for 2025. As of 2025, the organization holds $950K in total assets. In 2025, it awarded 1 grant totaling $50K. Net investment income was $96.
Key facts about Burlin and Jean Coleman Upike Charitable Tr
In short: Burlin and Jean Coleman Upike Charitable Tr gave $50K across 1 grant in 2025 (avg $50K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- EIN
- 33-6903748
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $50,000
- Grants made (2025)
- 1
- Average grant
- $50,000
- Median grant
- $50,000
- Total assets
- $950,000
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$950K
Annual Giving
$50K
Grant Count
1
Avg Grant Size
$50K
Under IRS private-foundation payout rules, Burlin and Jean Coleman Upike Charitable Tr reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.
How Burlin and Jean Coleman Upike Charitable Tr gives
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF PIKEVILLE Pikeville, KY | SUPPORT | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $950,000 |
| Revenue | $1,000,096 |
| Expenses | $50,000 |
| Qualifying Distributions | $50,000 |
| Net Investment Income | $96 |
| Distributable Amount | $46,787 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Frequently asked questions about Burlin and Jean Coleman Upike Charitable Tr
How much does Burlin and Jean Coleman Upike Charitable Tr give each year?
Burlin and Jean Coleman Upike Charitable Tr gave $50K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Burlin and Jean Coleman Upike Charitable Tr?
Burlin and Jean Coleman Upike Charitable Tr reported $950K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets).
Where does Burlin and Jean Coleman Upike Charitable Tr operate?
Burlin and Jean Coleman Upike Charitable Tr has awarded grants in Kentucky.
What is Burlin and Jean Coleman Upike Charitable Tr's EIN?
Burlin and Jean Coleman Upike Charitable Tr's EIN (Employer Identification Number) is 33-6903748. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Burlin and Jean Coleman Upike Charitable Tr by hand.
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