Harold and Grace Upjohn Foundation
The Harold and Grace Upjohn Foundation is a private foundation based in Kalamazoo, Michigan. Established in 1958, it supports charitable organizations and projects, with most grants going to the greater Kalamazoo area.
Harold and Grace Upjohn Foundation at a glance
In short: Harold and Grace Upjohn Foundation gave $1.3M across 106 grants in 2025 (avg $13K), mostly in Michigan. 25% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,332,060
- +4.4% vs 2024
- Grants made (2025)
- 106
- +17.8% vs 2024
- Average grant
- $12,567
- -11.4% vs 2024
- Median grant
- $10,000
- Total assets
- $17,615,873
- -0.3% vs 2024
- New grantees (estimate)
- 25% first-time grantees (25 of 102, 2025)
- Primary geography
- Michigan (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Harold and Grace Upjohn Foundation
- How to Apply
-
The foundation accepts online applications during two periods each year. Its website lists an application period in March with an April 1, 5:00 p.m. EST deadline and another in August with a September 1, 5:00 p.m. EST deadline. The September 1, 2026 deadline has passed. Applicants must submit a signed cover letter and application, a list of officers and board members or trustees with occupations, a one-page budget for the requested amount, the organization’s current budget, its current IRS 501(c)(3) letter and 509(a) classification, and its most recent audited financial statement. A nondiscrimination policy statement is also required; letters of support may be included. Trustees review requests and notify applicants in writing after meetings, typically held in spring and fall. The applications page says grants are restricted to programs and organizations based in the Kalamazoo community.
- Contact
Application contact: Mr Don Edgerly Harold And Grace Upj
Mailing address: 300 S Westnedge Avenue, Kalamazoo, MI 49007
Phone: (269) 385-0439
Website: https://www.haroldandgraceupjohnfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Harold and Grace Upjohn Foundation
Who Harold and Grace Upjohn Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was YWCA Kalamazoo ($60K across 2 grants). Together the top 10 received $303K.
Organizations only. It also paid 1 grant to individuals ($12,500), which are not listed by name.
Grant Size Distribution
450 grants across all recorded years
The most common grant size was under $50K: 449 grants of 450 (100%).
Geographic Focus
Where this funder awards grants
The foundation is based in Kalamazoo, Michigan. Its website says there is no geographic limitation, although practice and funding availability have restricted most grants to the greater Kalamazoo area. In filing year 2025, 99% of grant dollars went to Michigan recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 106 itemized grants.
Cities
Is Harold and Grace Upjohn Foundation open to new grantees?
25%
first-time grantees, 2025
In 2025, 25 of 102 grantees (25%) were first-time recipients. First grants averaged $11K; repeat grants $14K. How we count
Medians: $10K first-time, $10K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving grew 31% from 2022 to 2025. Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.0M (2022) to $1.3M (2025). In 2025 it made 106 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Communities in Schools of Kalamazoo Kalamazoo, MI | For on-Site Program Operation &H178 Warm Kids Program | $30,000 |
| YWCA Kalamazoo Kalamazoo, MI | Programming Support | $30,000 |
| YWCA Kalamazoo Kalamazoo, MI | Early Childhood Educational Programming | $30,000 |
| Interfaith Homes of Kalamazoo Kalamazoo, MI | Funding to Replace Outdated WI-Fi System for Residents | $29,700 |
| Housing Resources Inc Kalamazoo, MI | General Operating Support | $25,000 |
| Kairos Dwelling Kalamazoo, MI | Operational Support | $25,000 |
| Kalamazoo Loaves & Fishes Kalamazoo, MI | Support for the Grocery Pantry Program | $25,000 |
| Kalamazoo Valley Habitat for Humanity Kalamazoo, MI | Support of Homeownership Program | $25,000 |
| Public Media Network Kalamazoo, MI | Support for Storyworks Studio Pilot Project | $25,000 |
| Rootead Enrichment Center Kalamazoo, MI | Doula Training Program | $25,000 |
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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 | $17,615,873 | $1,421,516 | $1,476,888 | $1,332,060 | 106 | $1,341,800 | $1,331,693 | $1,221,218 |
| 2024 | $17,671,245 | $1,479,270 | $1,425,171 | $1,275,870 | 90 | $1,284,650 | $1,374,966 | $1,151,705 |
| 2023 | $17,617,146 | $1,146,823 | $1,167,869 | $1,078,000 | 91 | $1,087,020 | $1,083,383 | $1,051,443 |
| 2022 | $17,638,192 | $977,456 | $1,163,172 | $1,016,000 | 86 | $1,024,440 | $894,568 | $1,119,116 |
| 2021 | $17,823,908 | $1,368,455 | $1,337,526 | $1,225,000 | 77 | — | $1,285,707 | $1,145,168 |
| 2020 | $17,792,979 | $629,761 | $1,208,381 | $1,100,000 | 76 | — | $559,091 | $979,463 |
| 2019 | $18,371,599 | $906,944 | $1,246,148 | $1,120,300 | 91 | — | $789,923 | $1,005,425 |
Under IRS private-foundation payout rules, Harold and Grace Upjohn Foundation reported a distributable amount of $1.2M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated mission is to enhance quality of life for people in the greater Kalamazoo community by providing funding to organizations, programs, and projects demonstrating a commitment to equity, diversity, and inclusion. Its founding purposes included care for sick, aged, and helpless people; education; and the mental, moral, intellectual, and physical improvement of people in need.
Recent grantees illustrate the range of organizations it supports. Communities In Schools of Kalamazoo describes its mission as surrounding students with community support so they can stay in school and achieve in life. Interfaith Homes of Kalamazoo says it provides housing for low- and moderate-income families, while Housing Resources Inc. aims to assure housing for socially and economically vulnerable residents of Kalamazoo County. Other grantees include Kalamazoo Loaves & Fishes, which works to feed hungry people and engage the community in ending hunger, and Public Media Network, whose mission is to empower people through media and community dialogue.
Grantmaking
In filing year 2025, the foundation reported 106 grants totaling $1,332,060. Grant amounts ranged from $3,000 to $30,000, with a median of $10,000. Among the largest grants were $30,000 to Communities In Schools of Kalamazoo for on-site program operation and its Warm Kids program, and two $30,000 grants to YWCA Kalamazoo for programming support and early childhood educational programming. Other grants included $29,700 to Interfaith Homes of Kalamazoo to replace its residents’ outdated Wi-Fi system and $25,000 each to Housing Resources Inc., Kairos Dwelling, Kalamazoo Loaves & Fishes, Kalamazoo Valley Habitat for Humanity, Public Media Network, Rootead Enrichment Center, and the Irving S. Gilmore International Keyboard Festival.
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation’s website lists Randall W. Eberts as chairperson, Lisa Rodriguez as vice chairperson, and Von Washington, Jr., James Liggins, Jr., Alisa Parker-LaGrone, Ron Foor, and Elyse Perry as 2026 trustees. Donald A. Edgerly is listed as secretary-treasurer. The 2025 filing lists Eberts as president, Rodriguez as vice president, Edgerly as secretary/treasurer, and Washington, Liggins, and Parker-LaGrone as trustees.
Harold and Grace Upjohn Foundation is led by Randall W. Eberts, President since 2023 (on filings since 2019); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Randall W. Eberts
President
Vice President → President, 2023
On filings since 2019
2 hrs/week
No compensation reported
James Liggins Jr.
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Von Washington Jr.
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Alisa Parker-Lagrone
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Don Edgerly
Secretary & Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Lisa Rodriguez
Vice President
Trustee → Vice President, 2023
On filings since 2019
2 hrs/week
No compensation reported
Former officers (2)
- Former: Florence U. Orosz (2019–2022) — President
- Former: Christopher T. Haenicke (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Harold and Grace Upjohn Foundation
How much does Harold and Grace Upjohn Foundation give each year?
Harold and Grace Upjohn Foundation gave $1.3M across 106 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 90 grants.
What is Harold and Grace Upjohn Foundation's typical grant size?
Harold and Grace Upjohn Foundation's median grant in 2025 was $10,000, and its average grant was $12,567, across 106 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Harold and Grace Upjohn Foundation that year got $11K on average.
Where does Harold and Grace Upjohn Foundation give grants?
Harold and Grace Upjohn Foundation gives mostly in Michigan: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kalamazoo, MI (89 grants) and Portage, MI (6 grants).
Does Harold and Grace Upjohn Foundation give general operating support?
Yes: 21% of Harold and Grace Upjohn Foundation's 2025 grants with a stated purpose (22 of 106) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Programming Support" (10 grants).
Who are Harold and Grace Upjohn Foundation's largest grantees?
Harold and Grace Upjohn Foundation's largest 2025 grantees include YWCA Kalamazoo ($60,000 across 2 grants), Public Media Network ($33,000 across 2 grants) and Communities in Schools of Kalamazoo ($30,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($12,500), which are not listed by name. Together they received 9% of its itemized 2025 grant dollars.
How large is Harold and Grace Upjohn Foundation?
Harold and Grace Upjohn Foundation reported $17.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets).
What does Harold and Grace Upjohn Foundation fund?
The foundation’s stated mission is to enhance quality of life for people in the greater Kalamazoo community by providing funding to organizations, programs, and projects demonstrating a commitment to equity, diversity, and inclusion. See mission & focus areas ↑
How do I apply for a grant from Harold and Grace Upjohn Foundation?
The foundation accepts online applications during two periods each year. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harold and Grace Upjohn Foundation's EIN?
Harold and Grace Upjohn Foundation's EIN (Employer Identification Number) is 38-6052963. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Harold and Grace Upjohn Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Harold and Grace Upjohn Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/harold-and-grace-upjohn-foundation-morg_8d6fd3debf12476b9087b91b716a36ec
BibTeX
@misc{grantable_386052963_2026,
author = {{Grantable}},
title = {{Harold and Grace Upjohn Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/harold-and-grace-upjohn-foundation-morg_8d6fd3debf12476b9087b91b716a36ec},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Harold and Grace Upjohn Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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