Samuel E Upchurch Jr Charitable Found

MOUNTAIN BROOK, AL EIN: 63-1083893

Samuel E Upchurch Jr Charitable Found is a private foundation, based in MOUNTAIN BROOK, AL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 16 grants totaling $146K. Net investment income was $35K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$146K

+20.0% YoY

Grant Count

16

-23.8% YoY

Avg Grant Size

$9K

+57.5% YoY

About Samuel E Upchurch Jr Charitable Found

Based on IRS filings

Samuel E Upchurch Jr Charitable Found is a private foundation, based in MOUNTAIN BROOK, AL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 16 grants totaling $146K. Net investment income was $35K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BirminghamCashiersChelseaColumbusDavidsonHooverLexingtonMillbrookMountain BrookSelmaSeviervilleStratfordTallahasseeTuscaloosaWoodland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$44K$88K$132K$176K2020202120222023
Metric202320222021
Total Assets$111,940$201,610
Revenue$35,984$35,827$65,408
Expenses$147,924$125,497$153,719
Qualifying Distributions$147,839$123,425$150,350
Net Investment Income$35,497$34,353$63,153
Distributable Amount$6,236$12,805$20,303

Giving Over Time

Total grant dollars and number of grants per year

$0$39K$78K$117K$156K19 grants202018 grants202121 grants202216 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

ST PETER'S ANGLICAN CHURCH$78KUNITED WAY OF CENTRAL AL…$25KALABAMA WILDLIFE FEDERAT…$10KBOYS & GIRLS CLUB OF THE…$8KGREATER BIRMINGHAM HUMAN…$5KLINLEY HEFLIN UNIT$5KWEARS VALLEY RANCH$5KLITTLE ELAM BAPTIST CHURCH$2KALABAMA SYMPHONY$1KBIG SPRINGS BAPTIST CHURCH$1K

Grant Size Distribution

74 grants across all recorded years

73<$50K1$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 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
SAMUEL E UPCHURCH JRDIRECTOR
CHERYL V UPCHURCHDIRECTOR
JOHN S P SAMFORDDIRECTOR

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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