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Michigan · Private foundation

Burton & Elizabeth Upjohn Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$109k
Granted FY2025(still arriving)
23
Grants FY2025
21
Organizations funded FY2024
5%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$5,000
Largest grant, FY2025
$12,000
Organizations funded a year
19 to 25
FY2020 to FY2024
States reached, FY2025
1
Total assets, FY2025
$1.1M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 5% of the organizations Burton & Elizabeth Upjohn Charitable Trust funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
Human ServicesHealthPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving23$109k9%
FY202421$99k5%
FY202319$96k11%
FY202220$112k20%
FY202122$102k14%
FY202025$104kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Human Services$264kHealth$94kFood & Nutrition$74kYouth Development$64kHousing & Shelter$62kEducation$28kReligion$19kPublic Safety & Disaster$6kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Kalamazoo Loaves & Fishes Inc$60,00060%
YWCA West Central Michigan$58,00060%
Family & Children Services Inc$55,50060%
Community Healing Centers$50,00050%
Sherman Lake YMCA Outdoor Center$45,00060%
Boys & Girls Clubs of Kalamazoo Inc$32,50060%
New Genesis Inc$31,00061%
First Congregational Church of Kalamazoo$24,0006n/a
Disability Network Southwest Michigan$22,00060%
Kalamazoo Literacy Council$18,00061%
Show all 26 grantees

What it could do for these grantees

Plus 11 recipients with no EIN on record ($154k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Burton & Elizabeth Upjohn Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetKalamazoo Loaves & Fishes Inc: $60,000 over 6y, 0.2% of budgetYWCA West Central Michigan: $58,000 over 6y, 0.2% of budgetFamily & Children Services Inc: $55,500 over 6y, 0.1% of budgetCommunity Healing Centers: $50,000 over 5y, 0.2% of budgetSherman Lake YMCA Outdoor Center: $45,000 over 6y, 0.3% of budgetBoys & Girls Clubs of Kalamazoo Inc: $32,500 over 6y, 0.3% of budgetNew Genesis Inc: $31,000 over 6y, 0.5% of budgetDisability Network Southwest Michigan: $22,000 over 6y, 0.2% of budgetKalamazoo Literacy Council: $18,000 over 6y, 0.6% of budgetAacorn Farm Inc: $12,000 over 4y, 0.7% of budgetFirst Day Shoe Fund: $11,000 over 3y, 0.6% of budgetSenior Services Inc: $9,000 over 2y, 0.0% of budgetMinistry With Community Inc: $7,000 over 2y, 0.2% of budgetKalamazoo County Ready 4s: $6,000 over 1y, 0.1% of budgetPlanned Parenthood of Michigan: $5,000 over 1y, 0.0% of budgetUrban Alliance Inc: $4,500 over 2y, 0.1% of budgetHeritage Community of Kalamazoo: $4,000 over 3y, 0.0% of budgetLending Hands of Michigan Inc: $3,500 over 3y, 1.1% of budgetSouth Michigan Food Bank: $3,000 over 1y, 0.0% of budgetSpecialized Language Development Center Inc: $2,000 over 2y, 0.1% of budgetHispanic American Council Inc: $1,000 over 1y, 0.1% of budgetSociety for the Prevention of Cruelty to Animals of Sw Michigan: $500 over 1y, 0.1% of budgetThe Jackson Chance Foundation: $500 over 1y, 0.1% of budgetPKD Foundation: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 24.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Marvin and Rosalie Okun FoundationMI51.6× affinity22 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Marvin and Rosalie Okun Foundation · United Way of South Central Michigan · Kalamazoo Community Foundation · Dorothy U Dalton Foundation Inc · Harold and Grace Upjohn Foundation · Irving S Gilmore Foundation · Tyler-Little Family Foundation · Suzanne Upjohn Delano Parish Foundation · The Ronda E Stryker and William D Johnston Foundation · John E Fetzer Institute Inc · WK Kellogg Foundation · Ws & Lois Vandalson Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Burton & Elizabeth Upjohn Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Burton & Elizabeth Upjohn Charitable Trust?

Find your warmest path to Burton & Elizabeth Upjohn Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Burton & Elizabeth Upjohn Charitable Trust

How much does Burton & Elizabeth Upjohn Charitable Trust give?
Burton & Elizabeth Upjohn Charitable Trust reported 23 grants totaling $109,000 in its FY2025 IRS filing. It funded between 19 and 25 organizations a year over FY2020 to FY2024.
What does Burton & Elizabeth Upjohn Charitable Trust fund?
By grant dollars over FY2020 to FY2025, its largest causes are Human Services (41%), Health (14%), Food & Nutrition (11%).
Who are Burton & Elizabeth Upjohn Charitable Trust's largest grantees?
By total granted over FY2020 to FY2025: Kalamazoo Loaves & Fishes Inc ($60k), YWCA West Central Michigan ($58k), Family & Children Services Inc ($56k).
Does Burton & Elizabeth Upjohn Charitable Trust fund new organizations?
In FY2024, 5% of the organizations it funded were first-time grantees.
Does Burton & Elizabeth Upjohn Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Burton & Elizabeth Upjohn Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Marvin and Rosalie Okun Foundation, United Way of South Central Michigan, Kalamazoo Community Foundation.
Where is Burton & Elizabeth Upjohn Charitable Trust based?
Burton & Elizabeth Upjohn Charitable Trust is based in MI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 40 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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