Upson Dennis a TW

Public charity · Grantmaker Brooklyn, OH EIN: 34-6500850

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

Key facts about Upson Dennis a TW

In short: Upson Dennis a TW gave $656K across 6 grants in 2025 (avg $109K), mostly in Ohio. Source: 2025 IRS Form 990.

EIN
34-6500850
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$655,980
Grants made (2025)
6
Average grant
$109,330
Median grant
$109,330
Total assets
$13,964,916
Primary geography
Ohio (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

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

How Upson Dennis a TW gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Upson Dennis a TW

Based on IRS filings

Upson Dennis a TW is a public charity, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $14.0M in total assets. In 2025, it awarded 6 grants totaling $656K. Net investment income was $963K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

ClevelandBrecksville

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $626K (2021) to $729K (2023). In 2025 it made 6 grants totaling $656K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Clev Clinic - S T Jones Health Center: $109KClev Clinic - S T Jones HealthCenter$109KUniversity Hospital of Cleveland: $109KUniversity Hospital ofCleveland$109KSt Alexis Hospital Association: $109KSt Alexis Hospital Association$109KSt Vincent Charity: $109KSt Vincent Charity$109KCenter for Families and Children: $109KCenter for Families andChildren$109KCleveland Clinic Foundation: $109KCleveland Clinic Foundation$109K

The largest 2025 recipient was Clev Clinic - S T Jones Health Center ($109K). Together the top 6 received $656K.

Grant Size Distribution

30 grants across all recorded years

<$50K$50–100K30$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 30 grants of 30 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Clev Clinic - S T Jones Health Center Cleveland, OHIncome paid to clev clinic - s t jones health center for general purposes as deemed appropriate by the board of trustees.$109,330
University Hospital of Cleveland Cleveland, OHIncome paid to university hospital of cleveland for general purposes as deemed appropriate by the board of trustees$109,330
St Alexis Hospital Association Cleveland, OHIncome paid to st. Alexis hospital association for general purposes as deemed appropriate by the board of trustees.$109,330
St Vincent Charity Brecksville, OHIncome paid to st. Vincent charity hospital for general purposes as deemed appropriate by the board of trustees.$109,330
Center for Families and Children Cleveland, OHIncome paid to center for families and children for general purposes as deemed appropriate by the board of trusteees$109,330
Cleveland Clinic Foundation Cleveland, OHIncome paid to the cleveland foundation for general purposes as deemed appropriate by the board of directors$109,330

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024 2025
Metric202520242023
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
Net Investment Income$962,595$786,630$-257,709

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2021)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 9, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 11, 2024)
  6. Updated Form 990 for fiscal year 2025 (received by the IRS November 8, 2025)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Upson Dennis a TW's only listed officer is Keybank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Keybank N A

    Trustee

    On filings since 2020

    1 hr/week

    $82K (2020) → $94K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Keybank N a — Trustee: $94KKeybank N aTrustee$94K

The highest reported compensation on the 2025 filing was $94K, to Keybank N a (Trustee).

Frequently asked questions about Upson Dennis a TW

How much does Upson Dennis a TW give each year?

Upson Dennis a TW gave $656K across 6 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $627K across 6 grants.

What is Upson Dennis a TW's typical grant size?

Upson Dennis a TW's median grant in 2025 was $109,330, and its average grant was $109,330, across 6 grants on its 2025 IRS Form 990.

Where does Upson Dennis a TW give grants?

Upson Dennis a TW gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Cleveland, OH (5 grants).

Does Upson Dennis a TW give general operating support?

Yes: 100% of Upson Dennis a TW's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990.

Who are Upson Dennis a TW's largest grantees?

Upson Dennis a TW's largest 2025 grantees include Clev Clinic - S T Jones Health Center ($109,330), University Hospital of Cleveland ($109,330) and St Alexis Hospital Association ($109,330), according to its 2025 IRS Form 990. Together they received 50% of its itemized 2025 grant dollars.

How large is Upson Dennis a TW?

Upson Dennis a TW reported $14.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.2M.

What is Upson Dennis a TW's EIN?

Upson Dennis a TW's EIN (Employer Identification Number) is 34-6500850. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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