Sarah C Upham Clinic Tr No 2 XXXXX3009
Sarah C Upham Clinic Tr No 2 XXXXX3009 is a private foundation focused on Education, based in Chicago, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $7.0M in total assets. In 2025, it awarded 1 grant totaling $478K. Net investment income was $360K.
Sarah C Upham Clinic Tr No 2 XXXXX3009 at a glance
In short: Sarah C Upham Clinic Tr No 2 XXXXX3009 gave $478K across 1 grant in 2025 (avg $478K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $477,752
- +11.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $477,752
- +11.1% vs 2024
- Median grant
- $477,752
- Total assets
- $6,975,965
- -2.3% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Sarah C Upham Clinic Tr No 2 XXXXX3009 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was New York Medical College ($478K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Sarah C Upham Clinic Tr No 2 XXXXX3009 gives
- Giving grew 87% from 2022 to 2025. Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $255K (2022) to $478K (2025). In 2025 it made 1 grant totaling $478K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York Medical College Valhalla, NY | General | $477,752 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,975,965 | $421,704 | $582,832 | $477,752 | 1 | $517,772 | $359,764 | $566,419 |
| 2024 | $7,137,091 | $357,018 | $533,077 | $430,127 | 1 | $466,035 | $290,931 | $513,660 |
| 2023 | $7,317,172 | $417,639 | $489,457 | $393,911 | 1 | $425,799 | $357,372 | $462,015 |
| 2022 | $7,388,989 | $410,128 | $362,879 | $255,000 | 1 | $293,338 | $346,372 | $505,502 |
| 2021 | $7,341,774 | $507,250 | $438,202 | $340,000 | 1 | — | $448,723 | $488,341 |
Under IRS private-foundation payout rules, Sarah C Upham Clinic Tr No 2 XXXXX3009 reported a distributable amount of $566K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sarah C Upham Clinic Tr No 2 XXXXX3009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$88K (2021) → $101K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $101K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Sarah C Upham Clinic Tr No 2 XXXXX3009
How much does Sarah C Upham Clinic Tr No 2 XXXXX3009 give each year?
Sarah C Upham Clinic Tr No 2 XXXXX3009 gave $478K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $430K across 1 grant.
How large is Sarah C Upham Clinic Tr No 2 XXXXX3009?
Sarah C Upham Clinic Tr No 2 XXXXX3009 reported $7.0M in total assets on its 2025 IRS Form 990-PF. It paid out $518K in qualifying distributions that year, against a required minimum of $566K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Sarah C Upham Clinic Tr No 2 XXXXX3009?
Sarah C Upham Clinic Tr No 2 XXXXX3009 is a private foundation focused on Education, based in Chicago, IL. It holds $7.0M in total assets as of 2025.
Where does Sarah C Upham Clinic Tr No 2 XXXXX3009 operate?
Sarah C Upham Clinic Tr No 2 XXXXX3009 has awarded grants in New York.
What is Sarah C Upham Clinic Tr No 2 XXXXX3009's EIN?
Sarah C Upham Clinic Tr No 2 XXXXX3009's EIN (Employer Identification Number) is 51-0345785. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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