Lulu N Upton Charitable Trust
TO SUPPORT CORNELL UNIVERSITY - ITHACA, NY
Key facts about Lulu N Upton Charitable Trust
- EIN
- 95-6022721
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $8,726
- Grants made (2025)
- 1
- Average grant
- $8,726
- Median grant
- $8,726
- Total assets
- $219,919
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How Lulu N Upton Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Lulu N Upton Charitable Trust
- How to evaluate Lulu N Upton Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$220K
-0.8% YoY
Annual Giving
$9K
+0.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$9K
+0.1% 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 2025. As of 2025, the organization holds $220K in total assets. In 2025, it awarded 1 grant totaling $9K. Net investment income was $12K.
Ready to take the next step with Lulu N Upton Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $219,919 | $221,744 | $226,945 |
| Revenue | $12,288 | $9,421 | $10,769 |
| Expenses | $14,091 | $14,630 | $13,683 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $12,288 | $9,421 | $10,769 |
| Distributable Amount | — | — | — |
Data update history
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
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Cornell University ($8,726).
| Recipient | Purpose | Amount |
|---|---|---|
| CORNELL UNIVERSITY Ithaca, NY | GENERAL SUPPORT | $8,726 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Northern Trust N a | Trustee | 1 | $3,447 |
Frequently Asked Questions
How large is Lulu N Upton Charitable Trust?
As of 2025, Lulu N Upton Charitable Trust holds $220K in total assets with $12K in annual revenue. It awarded 1 grant totaling $9K in 2025.
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 2025, Lulu N Upton Charitable Trust awarded 1 grant 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 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.