Lulu N Upton Charitable Trust
To support cornell university - ithaca, ny
Lulu N Upton Charitable Trust at a glance
In short: Lulu N Upton Charitable Trust gave $9K across 1 grant in 2025 (avg $9K), mostly in New York. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $8,726
- +0.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $8,726
- +0.1% vs 2024
- Median grant
- $8,726
- Total assets
- $219,919
- -0.8% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Lulu N Upton Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cornell University ($9K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lulu N Upton Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2021) to $9K (2025). In 2025 it made 1 grant totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cornell University Ithaca, NY | General Support | $8,726 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $219,919 | $12,288 | $14,091 | $8,726 | 1 | $12,288 |
| 2024 | $221,744 | $9,421 | $14,630 | $8,718 | 1 | $9,421 |
| 2023 | $226,945 | $10,769 | $13,683 | $7,950 | 1 | $10,769 |
| 2022 | $229,911 | $12,191 | $14,569 | $8,662 | 1 | $12,191 |
| 2021 | $232,291 | $15,897 | $12,663 | $6,387 | 1 | $15,897 |
| 2020 | $229,055 | $11,830 | $13,432 | $7,600 | 1 | $11,830 |
About Lulu N Upton Charitable Trust
Based on IRS filings
Lulu N Upton Charitable Trust is a public charity, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $220K in total assets. In 2025, it awarded 1 grant totaling $9K. Net investment income was $12K.
Leadership & Key People
Officers and directors from IRS filings
Lulu N Upton Charitable Trust's only listed officer is Northern Trust N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Northern Trust N A
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $3K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $3K, to Northern Trust N a (Trustee).
Frequently asked questions about Lulu N Upton Charitable Trust
How much does Lulu N Upton Charitable Trust give each year?
Lulu N Upton Charitable Trust gave $9K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $9K across 1 grant.
How large is Lulu N Upton Charitable Trust?
Lulu N Upton Charitable Trust reported $220K in total assets on its 2025 IRS Form 990. Its revenue that year was $12K.
Where does Lulu N Upton Charitable Trust operate?
Lulu N Upton Charitable Trust has awarded grants in New York.
What is Lulu N Upton Charitable Trust's EIN?
Lulu N Upton Charitable Trust's EIN (Employer Identification Number) is 95-6022721. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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