Lulu N Upton Charitable Trust
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cornell University ($8,718).
| Recipient | Purpose | Amount |
|---|---|---|
| CORNELL UNIVERSITY ITHACA, NY | GENERAL SUPPORT | $8,718 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST N A | TRUSTEE | 40 | $3,292 |
Frequently Asked Questions
How large is Lulu N Upton Charitable Trust?
As of 2024, Lulu N Upton Charitable Trust holds $222K in total assets with $9K in annual revenue. It awarded 1 grants totaling $9K in 2024.
Where does Lulu N Upton Charitable Trust operate?
Lulu N Upton Charitable Trust has awarded grants in New York.
What size grants does Lulu N Upton Charitable Trust award?
In 2024, Lulu N Upton Charitable Trust awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lulu N Upton Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.