Burton & Elizabeth Upjohn Charitable
Burton & Elizabeth Upjohn Charitable is a private foundation based in Kalamazoo, Michigan. Its 2025 filing reports 23 grants totaling $109,000, all to recipients in Michigan, including organizations whose listed purposes include operations, programs and services, and education and scholarships.
Key facts about Burton & Elizabeth Upjohn Charitable
In short: Burton & Elizabeth Upjohn Charitable gave $109K across 23 grants in 2025 (avg $5K), mostly in Michigan. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 38-2341573
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $109,000
- Grants made (2025)
- 23
- Average grant
- $4,739
- Median grant
- $5,000
- New grantees (estimate)
- 9% first-time grantees (2 of 23, 2025; small sample)
- Total assets
- $1,089,802
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.1M
+6.5% YoY
Annual Giving
$109K
+4.8% YoY
Grant Count
23
+4.5% YoY
Avg Grant Size
$5K
+0.3% YoY
Under IRS private-foundation payout rules, Burton & Elizabeth Upjohn Charitable reported a distributable amount of $91K for 2025 — the minimum it must pay out in qualifying distributions.
Is Burton & Elizabeth Upjohn Charitable open to new grantees?
9%
first-time grantees, 2025
In 2025, 2 of 23 grantees (9%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $2K; repeat grants $5K. How we count
Medians: $2K first-time, $5K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The available information does not state a mission for the foundation. Its 2025 grantees include organizations addressing hunger, housing, children and family services, and behavioral and mental health. For example, Kalamazoo Loaves & Fishes says it works to feed hungry people and engage the community in ending hunger; Housing Resources says it seeks to assure housing for socially and economically vulnerable residents of Kalamazoo County; and Family & Children Services says it strengthens the safety and well-being of children, individuals, and families through human services.
Other grantees describe work with students and young people. First Day Shoe Fund says it provides new athletic shoes at no cost to students at Kalamazoo County public elementary schools. New Genesis describes itself as a youth and family services organization serving southwest Michigan.
Grantmaking
In 2025, the foundation reported 23 grants totaling $109,000. Grant amounts ranged from $1,000 to $12,000, with a median of $5,000. The largest awards included $12,000 to Kalamazoo Loaves & Fishes for operations; $10,000 each to Community Healing Centers and the Young Women’s Christian Association for operations; and $9,000 to Family & Children Services for operations. Other listed awards included $5,000 to Disability Network Southwest Michigan for programs and services and $5,000 to Sherman Lake YMCA Outdoor Center for integrated education and scholarships.
The foundation states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Michigan. Listed recipients were based in Kalamazoo, Portage, and Augusta, Michigan.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $101K (2023) to $117K (2022). In 2025 it made 23 grants totaling $109K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Kalamazoo Loaves & Fishes ($12K). Together the top 10 received $72K.
Grant Size Distribution
111 grants across all recorded years
The most common grant size was under $50K: 111 grants of 111 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kalamazoo Loaves & Fishes Kalamazoo, MI | Operations | $12,000 |
| Community Healing Centers Kalamazoo, MI | Operations | $10,000 |
| Young Women's Christian Association Kalamazoo, MI | Operations | $10,000 |
| Family & Children Services Kalamazoo, MI | Operations | $9,000 |
| Ministry with Community of Kalamazoo Kalamazoo, MI | Operations | $6,000 |
| Boys & Girls Club of Greater Kalamazoo Kalamazoo, MI | Operations | $5,000 |
| Disability Network Southwest Michigan Kalamazoo, MI | Programs & Services | $5,000 |
| First Day Shoe Fund Portage, MI | Operations | $5,000 |
| Housing Resourcesinc Kalamazoo, MI | Operations | $5,000 |
| Milestone Senior Services Kalamazoo, MI | Operations | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,089,802 | $197,430 | $131,267 | $109,000 |
| 2024 | $1,023,639 | $219,290 | $121,572 | $104,000 |
| 2023 | $925,921 | $118,616 | $115,961 | $101,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,089,802 | $1,023,639 | $925,921 |
| Revenue | $197,430 | $219,290 | $118,616 |
| Expenses | $131,267 | $121,572 | $115,961 |
| Qualifying Distributions | $109,000 | $104,000 | $101,000 |
| Net Investment Income | $163,259 | $219,033 | $112,656 |
| Distributable Amount | $91,488 | $85,846 | $76,572 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists these trustees: Elizabeth Upjohn Mason, Florence U Orosz, Amy Upjohn, Henry L Upjohn II, Martha Means Upjohn, Joel J Orosz, Bradley E Vandenberg, Caroline Robbins, Elizabeth K Brey, and Margaret J L Upjohn.
Burton & Elizabeth Upjohn Charitable's 2025 filing lists 10 officers; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amy Upjohn
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Bradley E. Vandenberg
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Caroline Robbins
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Elizabeth K. Brey
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Elizabeth Upjohn Mason
Trustee
On filings since 2020
0.2 hrs/week
No compensation reported
Florence U. Orosz
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Henry L. Upjohn II
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Joel J. Orosz
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Margaret J. L. Upjohn
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Martha Means Upjohn
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 4139 Lake Terrace Dr, Kalamazoo, MI 49008
Phone: (269) 384-0219
Frequently asked questions about Burton & Elizabeth Upjohn Charitable
How much does Burton & Elizabeth Upjohn Charitable give each year?
Burton & Elizabeth Upjohn Charitable gave $109K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $104K across 22 grants.
What is Burton & Elizabeth Upjohn Charitable's typical grant size?
Burton & Elizabeth Upjohn Charitable's median grant in 2025 was $5,000, and its average grant was $4,739, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Burton & Elizabeth Upjohn Charitable that year got $2K on average.
Where does Burton & Elizabeth Upjohn Charitable give grants?
Burton & Elizabeth Upjohn Charitable gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kalamazoo, MI (18 grants) and Portage, MI (3 grants).
Does Burton & Elizabeth Upjohn Charitable give general operating support?
Occasionally: 4% of Burton & Elizabeth Upjohn Charitable's 2025 grants with a stated purpose (1 of 23) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Operations" (19 grants).
Who are Burton & Elizabeth Upjohn Charitable's largest grantees?
Burton & Elizabeth Upjohn Charitable's largest 2025 grantees include Kalamazoo Loaves & Fishes ($12,000), Community Healing Centers ($10,000) and Young Women's Christian Association ($10,000), according to its 2025 IRS Form 990-PF. Together they received 29% of its itemized 2025 grant dollars.
How large is Burton & Elizabeth Upjohn Charitable?
Burton & Elizabeth Upjohn Charitable reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $109K in qualifying distributions that year, against a required minimum of $91K (roughly 5% of its investment assets).
What does Burton & Elizabeth Upjohn Charitable fund?
The available information does not state a mission for the foundation. Its 2025 grantees include organizations addressing hunger, housing, children and family services, and behavioral and mental health. See mission & focus areas ↑
How do I apply for a grant from Burton & Elizabeth Upjohn Charitable?
Burton & Elizabeth Upjohn Charitable does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
What is Burton & Elizabeth Upjohn Charitable's EIN?
Burton & Elizabeth Upjohn Charitable's EIN (Employer Identification Number) is 38-2341573. IRS Form 990 filing data is available on this page for 2020–2025.
Does Burton & Elizabeth Upjohn Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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