Franklin S Upham Trust
Franklin S Upham Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $217K in total assets. In 2025, it awarded 3 grants totaling $11K. Net investment income was $17K.
Franklin S Upham Trust at a glance
In short: Franklin S Upham Trust gave $11K across 3 grants in 2025 (avg $4K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,940
- +17.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $3,647
- +17.3% vs 2024
- Median grant
- $2,735
- Total assets
- $216,869
- +1.8% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Franklin S Upham Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Peoples Congregational Church ($5K). Together the top 3 received $11K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Franklin S Upham Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $8K (2023) to $12K (2022). In 2025 it made 3 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Peoples Congregational Church Ashburnham, MA | Unrestricted General | $5,470 |
| Cushing Academy Ashburnham, MA | Unrestricted General | $2,735 |
| Oakmont Regional High School Ashburnham, MA | Unrestricted General | $2,735 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $216,869 | $20,843 | $16,761 | $10,940 | 3 | $13,101 | $17,058 | $12,779 |
| 2024 | $212,979 | $8,090 | $14,639 | $9,327 | 3 | $11,341 | $4,146 | $11,974 |
| 2023 | $213,138 | $-2,023 | $14,295 | $7,943 | 3 | $9,969 | $1,398 | $11,167 |
| 2022 | $225,038 | $44,235 | $18,053 | $12,440 | 3 | $14,551 | $40,468 | $12,152 |
| 2021 | $234,396 | $14,633 | $15,462 | $9,431 | 3 | — | $11,233 | $13,028 |
Under IRS private-foundation payout rules, Franklin S Upham Trust reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Franklin S Upham Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$4K (2022) → $5K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Franklin S Upham Trust
How much does Franklin S Upham Trust give each year?
Franklin S Upham Trust gave $11K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 3 grants.
What is Franklin S Upham Trust's typical grant size?
Franklin S Upham Trust's median grant in 2025 was $2,735, and its average grant was $3,647, across 3 grants on its 2025 IRS Form 990-PF.
Where does Franklin S Upham Trust give grants?
Franklin S Upham Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ashburnham, MA (3 grants).
Does Franklin S Upham Trust give general operating support?
Yes: 100% of Franklin S Upham Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Franklin S Upham Trust?
Franklin S Upham Trust reported $217K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
What is Franklin S Upham Trust's EIN?
Franklin S Upham Trust's EIN (Employer Identification Number) is 59-6361156. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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