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· Private foundation

Samuel E Upchurch Jr Charitable Found

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$146k
Granted FY2023
16
Grants FY2023
5
States reached
$78k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Religion$394kPhilanthropy$175kArts & Culture$160kAnimals$115kEducation$91kHuman Services$49kScience & Tech$39kCommunity Improvement$17kOther$0
02FY2023 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k13 grants · $33k
  • $10k–50k2 grants · $35k
  • $50k–250k1 grant · $78k
$2,000
Median grant
5
States reached
$0
Total assets
Largest grants
RecipientAmount
ST PETER'S ANGLICAN CHURCH$78,389
UNITED WAY OF CENTRAL ALABAMA$25,000
ALABAMA WILDLIFE FEDERATION$10,000
BOYS & GIRLS CLUB OF THE PLATEAU$8,000
LINLEY HEFLIN UNIT$5,000
WEARS VALLEY RANCH$5,000
GREATER BIRMINGHAM HUMANE SOCIETY$5,000
LITTLE ELAM BAPTIST CHURCH$2,000
KAPPA KAPPA GAMMA FOUNDATION$1,000
BIG SPRINGS BAPTIST CHURCH$1,000
BIRMINGHAM MUSEUM OF ART$1,000
STRATFORD HALL MUSUEM$1,000
URBAN MINISTRY INC$1,000
Individual grant recipient$1,000
KING'S HOME$1,000
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 (FY17–23, $47k) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%KING'S HOME: $1k → 7%WEARS VALLEY RANCH: $5k → 12%KING'S HOME: $1k → 7%WEARS VALLEY RANCH: $5k → 12%KING'S HOME: $1k → 7%WEARS VALLEY RANCH: $5k → 12%WEARS VALLEY RANCH: $5k → 12%WEARS VALLEY RANCH: $5k → 12%WEARS VALLEY RANCH: $5k → 12%WEARS VALLEY RANCH: $5k → 12%LOVELADY CENTER: $1k → 16%LOVELADY CENTER: $1k → 16%LOVELADY CENTER: $1k → 16%LOVELADY CENTER: $1k → 16%URBAN MINISTRY INC: $2k → 16%URBAN MINISTRY INC: $1k → 16%URBAN MINISTRY INC: $1k → 16%URBAN MINISTRY INC: $1k → 16%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.

Which US states its grants reach

OH
MO
VA
AZ
TN
NC
AL
FL
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.

97%of every dollar goes to organizations it has funded before.
$1.1M · 29 repeat orgs$28k to everyone else

Grantees it renews have grown median revenue +42% since the first grant, against +9% for those funded once.

29 repeat relationships: 16 still active in FY2023, 13 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

29
9

Total granted

$1.1M
$28k

Median revenue growth · since first grant

+42%
+9%

Still filing today

69%
56%

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23
RenewedFirst-time

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

’17’18’19’20’21’22’23
EducationArts & CultureHuman ServicesAnimalsHealthRecreation & SportsOther
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

  • UNITED WAY OF CENTRAL ALABAMA INC
    7× · 2017–2023 · $175k · revenue +74%
  • RM
    RED MOUNTAIN THEATRE COMPANY INC
    6× · 2017–2022 · $148k · revenue +152%
  • AW
    ALABAMA WILDLIFE FEDERATION
    7× · 2017–2023 · $88k · revenue +69%

Funded once

  • CA
    CHRIST ANGLICAN CHURCH
    one grant, 2021 · $10k
  • RC
    ROTARY CLUB OF BIRMINGHAM CENTENNIAL FUND
    one grant, 2017 · $5k
  • TB
    THE BELL CENTER FOR EARLY INTERVENTION PROGRAMS
    one grant, 2018 · $5k · revenue -60%
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
The Land Trust for Tennessee Inc

To conserve the unique character of tennessee's natural and historic landscapes and sites for future generations.

Environment
2
Waynesburg University

Waynesburg university educates students to make connections between faith, learning and serving so they might faithfully transofrm their communiities and the world. see continuation on schedule o.as a christian comprehensive university, we…

Education
3
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
4
Mobile Area Chamber of Commerce

Community and economic development

—
5
Washburn University Foundation

The Foundation was created to assist in the promotion, development and enhancement of the financial resources for Washburn University of Topeka, as well as to receive and hold in trust any assets given in benefit of the University.

Education
6
Uab Educational Foundation

To support the university of alabama at birmingham in its scientific and educational mission, including managing and disbursing funds, acquiring real property, and providing operational flexibility.

Education
7
Dallas International University

As a christian university, we provide education and research opportunities preparing global leaders to partner with local communities.

Education
8
Alabama Bankers Association Inc

To promote the preservation and continued development of commercial banking in alabama.

—
9
Alabama Partnership for Children

To work in partnership with families and organizations to ensure that all alabama children (birth to five) get everything they need to develop to their fullest potential.

Education
10
Food & Water Watch

Food & water watch conducts extensive research and public education to ensure the food and water we consume is safe, accessible and sustainably produced. so we can all enjoy and trust in what we eat and drink, we help people take charge of…

Food & Nutrition
11
Vanderbilt University

See Disclosure Above.

Education
12
Barclay College

The mission of barclay college is to prepare students in a bible-centered environment for effective christian life, service, and leadership.

Education
How this is measured
The grantee most central to the portfolio’s shape is Red Mountain Theatre Company Inc; the most unlike its peers is Railroad Park Foundation. 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

25 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. 25 of the 38 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)
6
Early backer (in before they grew)
25/25
Grantees still filing
17/25
Grew since first funded

Where the money sits, by cause and then by grantee

ST LUKE'S EPISCOPAL CHURCH: $353,389 · OtherST LUKE'S EPISCOPAL CHURCHTALL TIMBERS RESEARCH STATION: $30,000 · OtherTALL TIMBERS RESEARCH STATION+18 more: $93,020 · Other+18 moreUNITED WAY OF CENTRAL ALABAMA INC: $175,000 · PhilanthropyUNITED WAY OF CENT…RED MOUNTAIN THEATRE COMPANY INC: $148,080 · Arts & CultureRED MOUNTAIN THE…MCWANE SCIENCE CENTER: $9,000 · Arts & CultureMCWANE SCIENCE C…+2 more: $5,000 · Arts & CultureALABAMA WILDLIFE FEDERATION: $88,359 · AnimalsALABAMA WILD…THE GREATER BIRMINGHAM HUMANE SOCIETY INC: $27,000 · AnimalsTHE GREATER …LINLY HEFLIN UNIT INC: $35,000 · EducationLINLY HEFL…Davidson College: $32,000 · EducationDavidson C…Boys & Girls Club of The Plateau Inc: $16,000 · EducationBoys & Gir…Washington and Lee University: $8,000 · EducationWashington…KAPPA KAPPA GAMMA FOUNDATION: $7,000 · EducationKAPPA KAPP…+1 more: $1,000 · EducationWEARS VALLEY RANCH INC: $35,000 · Human ServicesUrban Ministry Inc: $5,000 · Human ServicesFREEDOM RAIN INC: $4,000 · Human ServicesKings Home Inc: $3,000 · Human ServicesWOODLAWN UNITED INC: $12,000 · Community Improvement
Other$476,409Philanthropy$175,000Arts & Culture$162,080Animals$115,359Education$99,000Human Services$47,000Community Improvement$12,000

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 budgetUNITED WAY OF CENTRAL ALABAMA INC: $175,000 over 7y, 0.0% of budgetRED MOUNTAIN THEATRE COMPANY INC: $148,080 over 6y, 0.8% of budgetALABAMA WILDLIFE FEDERATION: $88,359 over 7y, 0.8% of budgetLINLY HEFLIN UNIT INC: $35,000 over 7y, 0.8% of budgetWEARS VALLEY RANCH INC: $35,000 over 7y, 0.2% of budgetDavidson College: $32,000 over 4y, 0.0% of budgetTHE GREATER BIRMINGHAM HUMANE SOCIETY INC: $27,000 over 7y, 0.1% of budgetBoys & Girls Club of The Plateau Inc: $16,000 over 4y, 0.1% of budgetWOODLAWN UNITED INC: $12,000 over 6y, 0.1% of budgetCOMMUNITY MINISTRY FOR GIRLS INC: $10,000 over 5y, 2.5% of budgetMCWANE SCIENCE CENTER: $9,000 over 3y, 0.1% of budgetWashington and Lee University: $8,000 over 4y, 0.0% of budgetKAPPA KAPPA GAMMA FOUNDATION: $7,000 over 7y, 0.0% of budgetRED MOUNTAIN PARK FOUNDATION: $6,000 over 3y, 0.3% of budgetTHE BELL CENTER FOR EARLY INTERVENTION PROGRAMS: $5,000 over 1y, 0.1% of budgetUrban Ministry Inc: $5,000 over 4y, 0.3% of budgetSTRATFORD HALL: $4,000 over 4y, 0.1% of budgetFREEDOM RAIN INC: $4,000 over 4y, 0.0% of budgetDAYMARK PASTORAL COUNSELING INC: $4,000 over 4y, 0.3% of budgetKings Home Inc: $3,000 over 3y, 0.0% of budgetTHE EXCEPTIONAL FOUNDATION: $2,000 over 1y, 0.1% of budgetRAILROAD PARK FOUNDATION: $2,000 over 1y, 0.1% of budgetFRESHWATER LAND TRUST: $2,000 over 2y, 0.1% of budgetMountain Brook City Schools Foundation: $1,000 over 1y, 0.1% of budgetTHE STATE OF ALABAMA BALLET INC: $1,000 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 UNITED WAY OF CENTRAL ALABAMA INC ↗
  • Who funds RED MOUNTAIN THEATRE COMPANY INC ↗
  • Who funds ALABAMA WILDLIFE FEDERATION ↗
  • Who funds LINLY HEFLIN UNIT INC ↗
  • Who funds WEARS VALLEY RANCH INC ↗
  • Who funds Davidson College ↗
  • Who funds THE GREATER BIRMINGHAM HUMANE SOCIETY INC ↗
  • Who funds Boys & Girls Club of The Plateau Inc ↗
  • Who funds WOODLAWN UNITED INC ↗
  • Who funds COMMUNITY MINISTRY FOR GIRLS INC ↗
  • Who funds MCWANE SCIENCE CENTER ↗
  • Who funds Washington and Lee University ↗
  • Who funds KAPPA KAPPA GAMMA FOUNDATION ↗
  • Who funds RED MOUNTAIN PARK FOUNDATION ↗
  • Who funds THE BELL CENTER FOR EARLY INTERVENTION PROGRAMS ↗
  • Who funds Urban Ministry Inc ↗
  • Who funds STRATFORD HALL ↗
  • Who funds FREEDOM RAIN INC ↗
  • Who funds DAYMARK PASTORAL COUNSELING INC ↗
  • Who funds Kings Home Inc ↗
  • Who funds THE EXCEPTIONAL FOUNDATION ↗
  • Who funds RAILROAD PARK FOUNDATION ↗
  • Who funds FRESHWATER LAND TRUST ↗
  • Who funds Mountain Brook City Schools Foundation ↗
  • Who funds THE STATE OF ALABAMA BALLET INC ↗

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.

The Daniel Foundation of AlabamaAL37.9× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Daniel Foundation of Alabama · The Community Foundation of Greater Birmingham · The Hackney Foundation · Debardeleben Foundation Inc · Robert R Meyer Foundation · Altecstyslinger Foundation · Dunn-French Foundation · Susan Mott Webb Charitable Trust · Hill Crest Foundation Inc · Protective Life Foundation · Alabama Power Foundation Inc · The Maynard Nexsen 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 Samuel E Upchurch Jr Charitable Found funds: left to right is the share of its income from government, bottom to top the share from Samuel E Upchurch Jr Charitable Found. 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%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    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 Samuel E Upchurch Jr Charitable Found?

    Find your warmest path to Samuel E Upchurch Jr Charitable Found 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 38 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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