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Burton & Elizabeth Upjohn Charitable Trust at a glance

· 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 FY2025still arriving
23
Grants FY2025still arriving
1
States reached
$12k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0197% 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
02FY2025 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k20 grants · $77k
  • $10k–50k3 grants · $32k
$5,000
Median grant
1
States reached
$1.1M
Total assets
Largest grants
RecipientAmount
KALAMAZOO LOAVES & FISHES$12,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION$10,000
COMMUNITY HEALING CENTERS$10,000
FAMILY & CHILDREN SERVICES$9,000
MINISTRY WITH COMMUNITY OF KALAMAZOO$6,000
DISABILITY NETWORK SOUTHWEST MICHIGAN$5,000
HOUSING RESOURCESINC$5,000
FIRST DAY SHOE FUND$5,000
SHERMAN LAKE YMCA OUTDOOR CENTER$5,000
MILESTONE SENIOR SERVICES$5,000
BOYS & GIRLS CLUB OF GREATER KALAMAZOO$5,000
NEW GENESIS$5,000
KALAMAZOO DROP IN CHILD CARE CENTER$4,000
AACORN FARM INC$4,000
RESIDENTIAL OPPORTUNITIES INC$4,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $214k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $10k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $10k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $10k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $10k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $9k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $9k → 12%KALAMAZOO COUNTY READY 4S: $6k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $10k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $5k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $5k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $5k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $5k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $5k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $5k → 12%SHERMAN LAKE YMCA OUTDOOR CENTER: $5k → 12%FAMILY & CHILDREN SERVICES: $10k → 12%FAMILY & CHILDREN SERVICES: $10k → 12%FAMILY & CHILDREN SERVICES: $10k → 12%FAMILY & CHILDREN SERVICES: $9k → 12%FAMILY & CHILDREN SERVICES: $9k → 12%FAMILY & CHILDREN SERVICES: $9k → 12%DISABILITY NETWORK SOUTHWEST MICHIGAN: $5k → 12%DISABILITY NETWORK SOUTHWEST MICHIGAN: $4k → 12%DISABILITY NETWORK SOUTHWEST MICHIGAN: $4k → 12%DISABILITY NETWORK SOUTHWEST MICHIGAN: $3k → 12%DISABILITY NETWORK SOUTHWEST MICHIGAN: $3k → 12%DISABILITY NETWORK SOUTHWEST MICHIGAN: $3k → 12%HERITAGE COMMUNITY OF KALAMAZOO: $2k → 12%HERITAGE COMMUNITY OF KALAMAZOO: $2k → 12%AACORN FARM INC: $4k → 12%AACORN FARM INC: $3k → 12%AACORN FARM INC: $3k → 12%HERITAGE COMMUNITY OF KALAMAZOO: $1k → 12%AACORN FARM INC: $2k → 12%FIRST DAY SHOE FUND: $5k → 12%FIRST DAY SHOE FUND: $3k → 12%FIRST DAY SHOE FUND: $3k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$592k · 28 repeat orgs$30k to everyone else

Grantees it renews have grown median revenue +45% since the first grant, against -20% for those funded once.

28 repeat relationships: 21 still active in FY2025, 7 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
7

Total granted

$592k
$26k

Median revenue growth · since first grant

+45%
-20%

Still filing today

61%
71%

New vs renewed · share of each year

In FY2025, 96% of grant dollars renewed an existing relationship; $4k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
Human ServicesHealthFood & NutritionYouth DevelopmentEducationAnimalsOther
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.

Backed again, and grew

  • KL
    KALAMAZOO LOAVES & FISHES INC
    6× · 2020–2025 · $60k · revenue +33%
  • YW
    YWCA WEST CENTRAL MICHIGAN
    6× · 2020–2025 · $58k · revenue +2%
  • Sherman Lake YMCA Outdoor Center
    6× · 2020–2025 · $45k · revenue +60%

Funded once

  • ES
    ELIZABETH S UPJOHN HEALING CENTER
    one grant, 2022 · $10k
  • KC
    KALAMAZOO COUNTY READY 4S
    one grant, 2023 · $6k · revenue -77%
  • PLANNED PARENTHOOD OF MICHIGANgraduated
    one grant, 2021 · $5k · revenue +126%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Kalamazoo County Humane Society

The mission of the kalamazoo humane society is to nuture the wellbeing of animals and people in our communities.

Animals
2
Kalamazoo College

The mission of kalamazoo college is to prepare its graduates to better understand, live sucessfully within, and provide enlightened leadership to a richly diverse and increasingly complex world. as a highly selective, nationally renowened…

Education
3
Michigan Assoc of Community Mental Health Boards

Assisting the community mental health boards of michigan in developing methods for mental health planning, care and treatment.

—
4
South County Community Services

South county community services (sccs) is the only human service agency dedicated to serving the 25,000 residents who live in the southern tier of kalamazoo county. with a mission to work with families to improve quality of life, the…

—
5
Kalamazoo Foundation for Excellence

The mission of the kalamazoo foundation for excellence is to support the goals of the city of kalamazoo, fund aspirational investments in the city, and empower kalamazoo residents to achieve the lives they want for themselves and their…

Public Benefit
6
Business Leaders for Michigan

Business leaders for michigan is a nonprofit, nonpartisan statewide organization driven by ceos from the state's leading employers, all working toward a shared goal: making michigan a top 10 state for jobs, talent and a thriving economy.…

—
7
Mid Michigan Community Action Agency Inc

Mid michigan community action guides local residents on the path to self-sufficiency through empowerment, education and community enrichment.

—
8
Child and Family Services of the Upper Peninsula Inc

To strengthen, nuture and empower children and families for a brighter future by providing programs that preserve the dignity and enhance the well-being of families throughout michigan's upper peninsula, in a caring, compassionate and…

Human Services
9
Michigan Chamber of Commerce

To promote conditions favorable to job creation and business success in michigan.

—
10
Lake Superior Community Health Center

To improve access to quality health care for all.

Health
11
Kanza Mental Health and Guidance Center Inc

Offer hope to build a better tomorrow through mental health services.

Health
12
Keystone Community Services

To strengthen the capacity of individuals and families to improve their quality of life.

—
How this is measured
The grantee most central to the portfolio’s shape is Kalamazoo Community Foundation; the most unlike its peers is Urban Alliance Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 40 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
27/27
Grantees still filing
16/27
Grew since first funded

Where the money sits, by cause and then by grantee

COMMUNITY HEALING CENTERS: $50,000 · OtherCOMMUNITY HEALING CENTERSHOUSING RESOURCESINC: $35,000 · OtherHOUSING RESOURCESINCNEW GENESIS INC: $31,000 · OtherNEW GENESIS INCIndividual grant recipient: $24,000 · OtherIndividual grant recipientFIRST CONGREGATIONAL CHURCH OF KALAMAZOO: $24,000 · OtherFIRST CONGREGATIONAL CHURCH OF KALAMAZOOMINISTRY WITH COMMUNITY OF KALAMAZOO: $18,500 · OtherMINISTRY WITH COMMUNITY OF KALAMAZOOMILESTONE SENIOR SERVICES: $17,000 · OtherMILESTONE SENIOR SERVICESMICHIGAN DEPARTMENT OF HUMAN SERVICES: $15,000 · OtherMICHIGAN DEPARTMENT OF HUMAN SERVICESRESIDENTIAL OPPORTUNITIES INC: $14,675 · OtherRESIDENTIAL OPPORTUNITIES INCELIZABETH S UPJOHN HEALING CENTER: $10,000 · OtherPLANNED PARENTHOOD OF SC MICHIGAN: $10,000 · Other+8 more: $25,750 · Other+8 moreYWCA WEST CENTRAL MICHIGAN: $58,000 · Human ServicesYWCA WEST CENTRAL MICHIGANFAMILY & CHILDREN SERVICES INC: $55,500 · Human ServicesFAMILY & CHILDREN SERVICES INCSherman Lake YMCA Outdoor Center: $45,000 · Human ServicesSherman Lake YMCA Outdoor CenterDISABILITY NETWORK SOUTHWEST MICHIGAN: $22,000 · Human ServicesDISABILITY NETWORK SOUTHWEST MICHIGANAACORN FARM INC: $12,000 · Human ServicesAACORN FARM INCFIRST DAY SHOE FUND: $11,000 · Human Services+2 more: $10,000 · Human ServicesKALAMAZOO LOAVES & FISHES INC: $60,000 · Food & NutritionKALAMAZOO L…MINISTRY WITH COMMUNITY INC: $7,000 · Food & NutritionMINISTRY WI…BOYS & GIRLS CLUBS OF KALAMAZOO INC: $32,500 · Youth DevelopmentBronson Health Foundation: $15,000 · HealthPLANNED PARENTHOOD OF MICHIGAN: $5,000 · HealthLENDING HANDS OF MICHIGAN INC: $3,500 · HealthMAYO CLINIC: $3,000 · HealthSPECIALIZED LANGUAGE DEVELOPMENT CENTER INC: $2,000 · Health+1 more: $500 · HealthKALAMAZOO LITERACY COUNCIL: $18,000 · EducationKALAMAZOO COMMUNITY FOUNDATION: $5,000 · PhilanthropyUrban Alliance Inc: $4,500 · PhilanthropySOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS OF SW MICHIGAN: $500 · Animals
Other$274,925Human Services$213,500Food & Nutrition$67,000Youth Development$32,500Health$29,000Education$18,000Philanthropy$9,500Animals$500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee 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 budgetBronson Health Foundation: $15,000 over 3y, 0.1% 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 budgetKALAMAZOO COMMUNITY FOUNDATION: $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 budgetMAYO CLINIC: $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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds KALAMAZOO LOAVES & FISHES INC ↗
  • Who funds YWCA WEST CENTRAL MICHIGAN ↗
  • Who funds FAMILY & CHILDREN SERVICES INC ↗
  • Who funds COMMUNITY HEALING CENTERS ↗
  • Who funds Sherman Lake YMCA Outdoor Center ↗
  • Who funds BOYS & GIRLS CLUBS OF KALAMAZOO INC ↗
  • Who funds NEW GENESIS INC ↗
  • Who funds DISABILITY NETWORK SOUTHWEST MICHIGAN ↗
  • Who funds KALAMAZOO LITERACY COUNCIL ↗
  • Who funds Bronson Health Foundation ↗
  • Who funds AACORN FARM INC ↗
  • Who funds FIRST DAY SHOE FUND ↗
  • Who funds SENIOR SERVICES INC ↗
  • Who funds MINISTRY WITH COMMUNITY INC ↗
  • Who funds KALAMAZOO COUNTY READY 4S ↗
  • Who funds PLANNED PARENTHOOD OF MICHIGAN ↗
  • Who funds KALAMAZOO COMMUNITY FOUNDATION ↗
  • Who funds Urban Alliance Inc ↗
  • Who funds HERITAGE COMMUNITY OF KALAMAZOO ↗
  • Who funds LENDING HANDS OF MICHIGAN INC ↗
  • Who funds SOUTH MICHIGAN FOOD BANK ↗
  • Who funds MAYO CLINIC ↗
  • Who funds SPECIALIZED LANGUAGE DEVELOPMENT CENTER INC ↗
  • Who funds HISPANIC AMERICAN COUNCIL INC ↗
  • Who funds SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS OF SW MICHIGAN ↗
  • Who funds THE JACKSON CHANCE FOUNDATION ↗
  • Who funds PKD Foundation ↗

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 Ok…United Way of South C…Kalamazoo Community F…Dorothy U Dalton Foun…Harold and Grace Upjo…Irving S Gilmore Foun…Tyler-Little Family F…Suzanne Upjohn Delano…The Ronda E Stryker a…John E Fetzer Institu…WK Kellogg FoundationWs & Lois Vandalson F…
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.

How much its grantees rely on government

Each dot is one organization Burton & Elizabeth Upjohn Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Burton & Elizabeth Upjohn Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    13report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    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.

    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

    Play a game based on Burton & Elizabeth Upjohn’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home