Samuel E Upchurch Jr Charitable Found
Samuel E Upchurch Jr Charitable Found is a private foundation based in Mountain Brook, Alabama. Its 2023 filing is marked as a final return, and the foundation states that it adopted and authorized a resolution of dissolution on January 1, 2024; it therefore appears to have wound down or stopped grantmaking.
Samuel E Upchurch Jr Charitable Found at a glance
In short: Samuel E Upchurch Jr Charitable Found gave $146K across 16 grants in 2023 (avg $9K), mostly in Alabama. 0% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $146,389
- +20.0% vs 2022
- Grants made (2023)
- 16
- -23.8% vs 2022
- Average grant
- $9,149
- +57.5% vs 2022
- Median grant
- $1,500
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2023; small sample)
- Primary geography
- Alabama (90% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Samuel E Upchurch Jr Charitable Found
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 850 Shades Creek Parkway 200, Mountain Brook, AL 35209
Phone: (205) 263-4700
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Samuel E Upchurch Jr Charitable Found funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was St Peter's Anglican Church ($78K). Together the top 10 received $140K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 73 grants of 74 (99%).
Geographic Focus
Where this funder awards grants
In 2023, 90% of grant dollars went to recipients in Alabama, 5% to North Carolina, 3% to Tennessee, 1% to Ohio, and 1% to Virginia.
Grant Distribution by State
Share of 2023 grant dollars across all 16 itemized grants.
Cities
Is Samuel E Upchurch Jr Charitable Found open to new grantees?
0%
first-time grantees, 2023
In 2023, 0 of 16 grantees (0%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 100% of 2023 grantees were also funded in 2022. Method
- Giving held roughly steady from 2020 to 2023 (−6%). Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $122K (2022) to $156K (2020). In 2023 it made 16 grants totaling $146K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Peter's Anglican Church Mountain Brook, AL | General Support | $78,389 |
| United Way of Central Alabama Birmingham, AL | General Support | $25,000 |
| Alabama Wildlife Federation Millbrook, AL | General Support | $10,000 |
| Boys & Girls Club of the Plateau Cashiers, NC | General Support | $8,000 |
| Greater Birmingham Humane Society Birmingham, AL | General Support | $5,000 |
| Linley Heflin Unit Birmingham, AL | Scholarships | $5,000 |
| Wears Valley Ranch Sevierville, TN | General Support | $5,000 |
| Little Elam Baptist Church Selma, AL | General Support | $2,000 |
| Alabama Symphony Birmingham, AL | General Support | $1,000 |
| Big Springs Baptist Church Woodland, AL | General Support | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $35,984 | $147,924 | $146,389 | 16 | $147,839 | $35,497 | $6,236 |
| 2022 | $111,940 | $35,827 | $125,497 | $122,000 | 21 | $123,425 | $34,353 | $12,805 |
| 2021 | $201,610 | $65,408 | $153,719 | $149,000 | 18 | $150,350 | $63,153 | $20,303 |
| 2020 | $289,921 | $84,250 | $160,057 | $156,000 | 19 | — | $81,543 | $22,725 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2023 grants went to organizations including churches, community-service groups, conservation organizations, youth organizations, arts organizations, and a humane society. For example, United Way of Central Alabama describes its mission as increasing people’s organized capacity to care for one another and improve their community. The Alabama Wildlife Federation says it promotes conservation of Alabama’s wildlife and related natural resources. Boys & Girls Club of the Plateau says it works to help young people reach their full potential.
Grantmaking
In 2023, the foundation made 16 grants totaling $146,389. Grant amounts ranged from $1,000 to $78,389, with a median of $1,500. The largest grants included $78,389 to St. Peter’s Anglican Church for general support, $25,000 to United Way of Central Alabama for general support, $10,000 to Alabama Wildlife Federation for general support, and $8,000 to Boys & Girls Club of the Plateau for general support. Other notable awards were $5,000 each to Greater Birmingham Humane Society for general support, Linley Heflin Unit for scholarships, and Wears Valley Ranch for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Samuel E. Upchurch Jr., Cheryl V. Upchurch, and John S. P. Samford as directors.
Samuel E Upchurch Jr Charitable Found's 2023 filing lists 3 officers; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Cheryl V. Upchurch
Director
On filings since 2020
No compensation reported
John S. P. Samford
Director
On filings since 2020
No compensation reported
Samuel E. Upchurch Jr.
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Samuel E Upchurch Jr Charitable Found
How much does Samuel E Upchurch Jr Charitable Found give each year?
Samuel E Upchurch Jr Charitable Found gave $146K across 16 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $122K across 21 grants.
What is Samuel E Upchurch Jr Charitable Found's typical grant size?
Samuel E Upchurch Jr Charitable Found's median grant in 2023 was $1,500, and its average grant was $9,149, across 16 grants on its 2023 IRS Form 990-PF.
Where does Samuel E Upchurch Jr Charitable Found give grants?
Samuel E Upchurch Jr Charitable Found gives mostly in Alabama: 90% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (5%). The most frequent recipient cities were Birmingham, AL (7 grants).
Does Samuel E Upchurch Jr Charitable Found give general operating support?
Yes: 94% of Samuel E Upchurch Jr Charitable Found's 2023 grants with a stated purpose (15 of 16) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Samuel E Upchurch Jr Charitable Found's largest grantees?
Samuel E Upchurch Jr Charitable Found's largest 2023 grantees include St Peter's Anglican Church ($78,389), United Way of Central Alabama ($25,000) and Alabama Wildlife Federation ($10,000), according to its 2023 IRS Form 990-PF. Together they received 77% of its itemized 2023 grant dollars.
What does Samuel E Upchurch Jr Charitable Found fund?
No mission statement for the foundation is provided. Its 2023 grants went to organizations including churches, community-service groups, conservation organizations, youth organizations, arts organizations, and a humane society. See mission & focus areas ↑
How do I apply for a grant from Samuel E Upchurch Jr Charitable Found?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Samuel E Upchurch Jr Charitable Found accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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