Sarah C Upham Clinic Tr No 2 Xxxxx3009

CHICAGO, IL EIN: 51-0345785

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 grants totaling $478K. Net investment income was $360K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.0M

-2.3% YoY

Annual Giving

$478K

+11.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$478K

+11.1% YoY

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.

About Sarah C Upham Clinic Tr No 2 Xxxxx3009

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $1.9M (100%)

States

New York

Cities

Valhalla

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$6,975,965	$7,137,091	$7,317,172
Revenue	$421,704	$357,018	$417,639
Expenses	$582,832	$533,077	$489,457
Qualifying Distributions	$517,772	$466,035	$425,799
Net Investment Income	$359,764	$290,931	$357,372
Distributable Amount	$566,419	$513,660	$462,015

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 include New York Medical College ($477,752).

Recipient	Purpose	Amount
NEW YORK MEDICAL COLLEGE VALHALLA, NY	GENERAL	$477,752

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

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.

How large is Sarah C Upham Clinic Tr No 2 Xxxxx3009?

As of 2025, Sarah C Upham Clinic Tr No 2 Xxxxx3009 holds $7.0M in total assets with $422K in annual revenue. It awarded 1 grants totaling $478K in 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 size grants does Sarah C Upham Clinic Tr No 2 Xxxxx3009 award?

In 2025, Sarah C Upham Clinic Tr No 2 Xxxxx3009 awarded 1 grants totaling $478K — an average of about $478K per grant, based on its IRS Form 990 filings.

How much is Sarah C Upham Clinic Tr No 2 Xxxxx3009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Sarah C Upham Clinic Tr No 2 Xxxxx3009 reported a distributable amount of $566K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.