Upson Dennis a Tw
GRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED OCTOBER 14 ,1949. KEYBANK, AS TRUSTEE MAKES DISTRIBUTIONS AS FOLLOWS: 90% OF NETINCOME SHALL BE PAID IN QUARTERLY INSTALLMENTS IN EQUAL AMOUNTS TO THE ASSOCIATED CHARITIES, UNIVERSITY HOSPITALS, ST. VINCENT CHARITY HOSPITAL, CLEVELAND CLINIC - S T JONES HEALTH CENTER, CENTER FOR FAMILIES AND CHILDREN, CLEVELAND FOUNDATION AND ST. ALEXIS' HOSPITAL, ALL OF CLEVELAND, OHIO TO BE DEVOTED TO SUCH USES AND PURPOSES AS THEIR RESPECTIVE BOARDS OF TRUSTEES OR OTHER OFFICERS HAVING CHARGE OF THEIR FINANCIAL AFFAIRS MAY DEEM WISE. IF ANY OF SAID SIX LAST NAMED BENEFICIARIES SHALL AT ANY TIME BE SUCCEEDED BY OR MERGED WITH ANOTHER ORGANIZATION SITUATED IN CLEVELAND, OHIO. OR VINCINITY, SUCH SUCCESSOR ORGANIZATION OR OTHER ORGANIZATION CREATED BY MERGER SHALLSTAND IN PLACE OF AND TAKE THE SHARE OF THE INCOME OF THE TRUST ESTATE HEREIN PROVIDED FOR SUCH SUCCEEDED OR MERGED BENEFICIARY; BUT IF ANYOF SAID SIX BENEFICIARIES SHALL CEASE TO FUNCTION
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$14.0M
+3.1% YoY
Annual Giving
$656K
+4.7% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$109K
+4.7% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $13,964,916 | $13,540,385 | $13,463,932 |
| Revenue | $1,158,495 | $829,468 | $-246,328 |
| Expenses | $751,516 | $713,830 | $812,504 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $962,595 | $786,630 | $-257,709 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Upson Dennis a Tw fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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