Janet Upjohn Stearns Charitable Trust

CHICAGO, IL EIN: 13-6035045

Janet Upjohn Stearns Charitable Trust is a private foundation focused on Education, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 15 grants totaling $44K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+0.4% YoY

Annual Giving

$44K

-26.9% YoY

Grant Count

15

-16.7% YoY

Avg Grant Size

$3K

-12.3% YoY

Under IRS private-foundation payout rules, Janet Upjohn Stearns Charitable Trust reported a distributable amount of $90K for 2024 — the minimum it must pay out in qualifying distributions.

About Janet Upjohn Stearns Charitable Trust

Based on IRS filings

Janet Upjohn Stearns Charitable Trust is a private foundation focused on Education, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 15 grants totaling $44K. Net investment income was $61K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

15states
+7 more states

Cities

AlbuquerqueBoscobelBostonBurnsvilleChicagoEgg Hbr TwpGordonsvilleHarrisburghHarwichMalvernMarltonMemphisMontgomeryNew YorkNorthhamptonPhiladelphiaPutnamSanta FeTucsonWest Des Moines

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$173K$346K$519K$692K20202021202220232024
Metric202420232022
Total Assets$1,207,859$1,202,639$1,176,851
Revenue$77,155$88,440$133,048
Expenses$70,068$86,743$629,377
Qualifying Distributions$53,754$69,179$609,154
Net Investment Income$61,201$70,480$114,883
Distributable Amount$90,010$101,847$90,932

Giving Over Time

Total grant dollars and number of grants per year

$0$149K$299K$448K$597K21 grants202023 grants202120 grants202218 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THORNCROFT EQUESTRIAN CE…$10KAPOLLO MIDDLE SCHOOL$7KST ELIZABETH SHELTER$5KPRINCE OF PEACE LUTHERAN$5KBUXTON SCHOOL$4KTHE FAMILY PANTRY OF CAP…$3KPLANNED PARENTHOOD FEDER…$3KHEARTS OF SURFING$2KACLU$2KDOCTORS WITHOUT BORDERS$1K

Grant Size Distribution

97 grants across all recorded years

96<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Thorncroft Equestrian Center ($10,000), Apollo Middle School ($7,000), St Elizabeth Shelter ($5,000).

RecipientPurposeAmount
ST ELIZABETH SHELTER SANTA FE, NMGENERAL OPERATING$5,000
MARLTON RECREATION COUNCIL MARLTON, NJGENERAL OPERATING$1,000
SMITH COLLEGE NORTHHAMPTON, MAGENERAL$500
PLANNED PARENTHOOD FEDERATION NEW YORK, NYGENERAL$2,500
APOLLO MIDDLE SCHOOL TUCSON, AZGENERAL$7,000
THORNCROFT EQUESTRIAN CENTER MALVERN, PAGENERAL$10,000
HEARTS OF SURFING EGG HBR TWP, NJGENERAL OPERATING$1,500
FRIENDS OF THE CLARK STERLING& FRANCINE WILLIAMSTOWN, MAGENERAL$500
ACLU CHICAGO, ILGENERAL$1,500
LIVING FAITH UNITED METHODIST CHURCH PUTNAM, CTGENERAL$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JP MORGAN CHASE BANK…TRUSTEE$25K

From 2024 filing

NameTitleHoursCompensation
JP MORGAN CHASE BANK N ATRUSTEE2$24,504

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Janet Upjohn Stearns Charitable Trust?

Janet Upjohn Stearns Charitable Trust is a private foundation focused on Education, based in CHICAGO, IL. It holds $1.2M in total assets as of 2024.

How large is Janet Upjohn Stearns Charitable Trust?

As of 2024, Janet Upjohn Stearns Charitable Trust holds $1.2M in total assets with $77K in annual revenue. It awarded 15 grants totaling $44K in 2024.

Where does Janet Upjohn Stearns Charitable Trust operate?

Janet Upjohn Stearns Charitable Trust has awarded grants in Alabama, Arizona, Connecticut, Iowa, Illinois, Massachusetts, Minnesota, Montana, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Virginia, Wisconsin.

What size grants does Janet Upjohn Stearns Charitable Trust award?

In 2024, Janet Upjohn Stearns Charitable Trust awarded 15 grants totaling $44K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Janet Upjohn Stearns Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Janet Upjohn Stearns Charitable Trust reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Janet Upjohn Stearns Charitable Trust's EIN?

Janet Upjohn Stearns Charitable Trust's EIN (Employer Identification Number) is 13-6035045. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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