Burton & Elizabeth Upjohn Charitable
The Burton & Elizabeth Upjohn Charitable Trust is a private foundation established in 1967 in Michigan. Based in Kalamazoo, the foundation focuses its philanthropic efforts on supporting nonprofit organizations and community initiatives primarily within Michigan.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+10.6% YoY
Annual Giving
$104K
+3.0% YoY
Grant Count
22
+10.0% YoY
Avg Grant Size
$5K
-6.4% YoY
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Nonprofit Human Services
- Poverty Alleviation
Grantmaking
The foundation has supported programs including the Young Parent Program, with documented grants such as $6,000 awarded to New Genesis in Kalamazoo in 2023.
Grant Range
& Activity:**
Average Grant
amount and median grant amount data available from recent IRS filings
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations and initiatives in Michigan, with particular emphasis on the Kalamazoo area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total assets: $1,023,639
- Total giving: $104,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,023,639 | $925,921 | $923,266 |
| Revenue | $219,290 | $118,616 | $60,241 |
| Expenses | $121,572 | $115,961 | $134,426 |
| Qualifying Distributions | $104,000 | $101,000 | $116,750 |
| Net Investment Income | $219,033 | $112,656 | $20,120 |
| Distributable Amount | $85,846 | $76,572 | $73,791 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
114 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ELIZABETH UPJOHN MASON | TRUSTEE | 0.2 | — |
| FLORENCE U OROSZ | TRUSTEE | 0.1 | — |
| AMY UPJOHN | TRUSTEE | 0.1 | — |
| HENRY L UPJOHN II | TRUSTEE | 0.1 | — |
| MARTHA MEANS UPJOHN | TRUSTEE | 0.1 | — |
| JOEL J OROSZ | TRUSTEE | 0.1 | — |
| BRADLEY E VANDENBERG | TRUSTEE | 0.1 | — |
| CAROLINE ROBBINS | TRUSTEE | 0.1 | — |
| ELIZABETH K BREY | TRUSTEE | 0.1 | — |
| MARGARET J L UPJOHN | TRUSTEE | 0.1 | — |
Contact Information
- Address: 4139 Lake Terrace Drive, Kalamazoo, MI 49008-2511
- Telephone: 269-384-0219
- EIN: 38-2341573
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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