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
Under IRS private-foundation payout rules, Burton & Elizabeth Upjohn Charitable reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Community Healing Centers ($10,000), Kalamazoo Loaves & Fishes ($10,000), Young Women's Christian Association ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AACORN FARM INC KALAMAZOO, MI | STORAGE CABINET | $3,000 |
| AMERICAN RED CROSS KALAMAZOO, MI | OPERATIONAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO KALAMAZOO, MI | OPERATIONS | $5,000 |
| BRONSON HEALTH FOUNDATION KALAMAZOO, MI | OPERATIONS | $5,000 |
| COMMUNITY HEALING CENTERS KALAMAZOO, MI | RECOVERY HOUSING PROGRAM | $10,000 |
| DISABILITY NETWORK SOUTHWEST MICHIGAN KALAMAZOO, MI | PROGRAMS & SERVICES | $4,000 |
| FAMILY & CHILDREN SERVICES KALAMAZOO, MI | HANDLE WITH CARE | $9,000 |
| FIRST DAY SHOE FUND PORTAGE, MI | OPERATIONS | $3,000 |
| HOUSING RESOURCESINC KALAMAZOO, MI | WALK TO END HOMELESSNESS | $5,000 |
| KALAMAZOO DROP IN CHILD CARE CENTER KALAMAZOO, MI | OPERATIONS | $4,000 |
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
Frequently Asked Questions
What does Burton & Elizabeth Upjohn Charitable fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Nonprofit Human Services • Poverty Alleviation
How do I apply for a grant from Burton & Elizabeth Upjohn Charitable?
**Grant Size & Activity:** • Typical grant awards range from $250 to $10,000 • Total annual giving: $104,000 • Average grant amount and median grant amount data available from recent IRS filings **Recent Grant Activity:** 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.
Where does Burton & Elizabeth Upjohn Charitable make grants?
The foundation primarily funds organizations and initiatives in Michigan, with particular emphasis on the Kalamazoo area.
What size grants does Burton & Elizabeth Upjohn Charitable award?
In 2024, Burton & Elizabeth Upjohn Charitable awarded 22 grants totaling $104K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Burton & Elizabeth Upjohn Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Burton & Elizabeth Upjohn Charitable reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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