Samuel E Upchurch Jr Charitable Found
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
Under IRS private-foundation payout rules, Samuel E Upchurch Jr Charitable Found reported a distributable amount of $6K for 2023 — the minimum it must pay out in qualifying distributions.
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
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
Grant Size Distribution
74 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include St Peter's Anglican Church ($78,389), United Way of Central Alabama ($25,000), Alabama Wildlife Federation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALABAMA SYMPHONY BIRMINGHAM, AL | GENERAL SUPPORT | $1,000 |
| ALABAMA WILDLIFE FEDERATION MILLBROOK, AL | GENERAL SUPPORT | $10,000 |
| BIG SPRINGS BAPTIST CHURCH WOODLAND, AL | GENERAL SUPPORT | $1,000 |
| BIRMINGHAM MUSEUM OF ART BIRMINGHAM, AL | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUB OF THE PLATEAU CASHIERS, NC | GENERAL SUPPORT | $8,000 |
| GREATER BIRMINGHAM HUMANE SOCIETY BIRMINGHAM, AL | GENERAL SUPPORT | $5,000 |
| KAPPA KAPPA GAMMA FOUNDATION COLUMBUS, OH | GENERAL SUPPORT | $1,000 |
| KING'S HOME CHELSEA, AL | GENERAL SUPPORT | $1,000 |
| LINLEY HEFLIN UNIT BIRMINGHAM, AL | SCHOLARSHIPS | $5,000 |
| LITTLE ELAM BAPTIST CHURCH SELMA, AL | GENERAL SUPPORT | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SAMUEL E UPCHURCH JR | DIRECTOR | — | — |
| CHERYL V UPCHURCH | DIRECTOR | — | — |
| JOHN S P SAMFORD | DIRECTOR | — | — |
Frequently Asked Questions
Where does Samuel E Upchurch Jr Charitable Found operate?
Samuel E Upchurch Jr Charitable Found has awarded grants in Alabama, Florida, North Carolina, Ohio, Tennessee, Virginia.
What size grants does Samuel E Upchurch Jr Charitable Found award?
In 2023, Samuel E Upchurch Jr Charitable Found awarded 16 grants totaling $146K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Samuel E Upchurch Jr Charitable Found required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Samuel E Upchurch Jr Charitable Found reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Samuel E Upchurch Jr Charitable Found's EIN?
Samuel E Upchurch Jr Charitable Found's EIN (Employer Identification Number) is 63-1083893. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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