Sarah C Upham Clinic Trust Xxxxx2009

CHICAGO, IL EIN: 13-6035797

Sarah C Upham Clinic Trust Xxxxx2009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $480K in total assets. In 2025, it awarded 1 grants totaling $33K. Net investment income was $19K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$480K

-3.8% YoY

Annual Giving

$33K

+11.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

+11.4% YoY

Under IRS private-foundation payout rules, Sarah C Upham Clinic Trust Xxxxx2009 reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

About Sarah C Upham Clinic Trust Xxxxx2009

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $125K (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	$480,168	$498,906	$513,378
Revenue	$27,925	$28,376	$30,194
Expenses	$46,665	$42,555	$32,369
Qualifying Distributions	$37,222	$33,486	$24,456
Net Investment Income	$18,711	$19,321	$22,401
Distributable Amount	$40,359	$36,830	$33,016

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 ($32,715).

Recipient	Purpose	Amount
NEW YORK MEDICAL COLLEGE VALHALLA, NY	GENERAL SUPPORT	$32,715

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Sarah C Upham Clinic Trust Xxxxx2009?

As of 2025, Sarah C Upham Clinic Trust Xxxxx2009 holds $480K in total assets with $28K in annual revenue. It awarded 1 grants totaling $33K in 2025.

Where does Sarah C Upham Clinic Trust Xxxxx2009 operate?

Sarah C Upham Clinic Trust Xxxxx2009 has awarded grants in New York.

What size grants does Sarah C Upham Clinic Trust Xxxxx2009 award?

In 2025, Sarah C Upham Clinic Trust Xxxxx2009 awarded 1 grants totaling $33K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Sarah C Upham Clinic Trust Xxxxx2009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Sarah C Upham Clinic Trust Xxxxx2009 reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sarah C Upham Clinic Trust Xxxxx2009's EIN?

Sarah C Upham Clinic Trust Xxxxx2009's EIN (Employer Identification Number) is 13-6035797. IRS Form 990 filing data is available on this page for 2021–2025.