Lulu N Upton Charitable Trust

CHICAGO, IL EIN: 95-6022721

TO SUPPORT CORNELL UNIVERSITY - ITHACA, NY

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$222K

-2.3% YoY

Annual Giving

$9K

+9.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$9K

+9.7% YoY

About Lulu N Upton Charitable Trust

Based on IRS filings

Lulu N Upton Charitable Trust is a nonprofit organization, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $222K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $9K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Ithaca

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$9K$13K$17K20202021202220232024
Metric202420232022
Total Assets$221,744$226,945$229,911
Revenue$9,421$10,769$12,191
Expenses$14,630$13,683$14,569
Qualifying Distributions
Net Investment Income$9,421$10,769$12,191
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$7K$9K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CORNELL UNIVERSITY$9K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NORTHERN TRUST N ATRUSTEE$3K

From 2024 filing

NameTitleHoursCompensation
NORTHERN TRUST N ATRUSTEE40$3,292

Related Funders

Similar funders by location and focus area

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

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