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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 you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 42% of SAMUEL E UPCHURCH JR CHARITABLE FOUND’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2023 · 16 grants

Where the money goes

Your grants by size, and where they go.

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
WEARS VALLEY RANCH$5,000
GREATER BIRMINGHAM HUMANE SOCIETY$5,000
LINLEY HEFLIN UNIT$5,000
LITTLE ELAM BAPTIST CHURCH$2,000
KAPPA KAPPA GAMMA FOUNDATION$1,000
BIRMINGHAM MUSEUM OF ART$1,000
STRATFORD HALL MUSUEM$1,000
BIG SPRINGS BAPTIST CHURCH$1,000
URBAN MINISTRY INC$1,000
Individual grant recipient$1,000
LOVELADY CENTER$1,000
02The need
03

Do your dollars go where the need is?

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

show:

Your 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 your 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

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

OH
MO
VA
AZ
TN
NC
AL
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

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

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +42% since the first grant, against +9% for the ones you 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

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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%

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — 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

For reference, the grantee most central to the portfolio’s shape is Red Mountain Theatre Company Inc and 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.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyPet Rescue and SterilizationArts & Cultural Organizatio…Birmingham Community Develo…Youth Sports LeaguesBirmingham Cultural & Civic…Youth Education & Developme…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

04the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, 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; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
25/25
Grantees still filing
17/25
Grew since you first funded

Where your money sits — by cause, 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 org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your 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 budgetWEARS VALLEY RANCH INC — $35,000 over 7y, 0.2% of budgetLINLY HEFLIN UNIT INC — $35,000 over 7y, 0.8% 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 budgetUrban Ministry Inc — $5,000 over 4y, 0.3% of budgetTHE BELL CENTER FOR EARLY INTERVENTION PROGRAMS — $5,000 over 1y, 0.1% of budgetDAYMARK PASTORAL COUNSELING INC — $4,000 over 4y, 0.3% of budgetSTRATFORD HALL — $4,000 over 4y, 0.1% of budgetFREEDOM RAIN INC — $4,000 over 4y, 0.0% of budgetKings Home Inc — $3,000 over 3y, 0.0% of budgetFRESHWATER LAND TRUST — $2,000 over 2y, 0.1% of budgetRAILROAD PARK FOUNDATION — $2,000 over 1y, 0.1% of budgetTHE EXCEPTIONAL FOUNDATION — $2,000 over 1y, 0.1% of budgetTHE STATE OF ALABAMA BALLET INC — $1,000 over 1y, 0.0% of budgetMountain Brook City Schools Foundation — $1,000 over 1y, 0.1% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your 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 WEARS VALLEY RANCH INC
  • Who funds LINLY HEFLIN UNIT 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 Urban Ministry Inc
  • Who funds THE BELL CENTER FOR EARLY INTERVENTION PROGRAMS
  • Who funds DAYMARK PASTORAL COUNSELING INC
  • Who funds STRATFORD HALL
  • Who funds FREEDOM RAIN INC
  • Who funds Kings Home Inc
  • Who funds FRESHWATER LAND TRUST
  • Who funds RAILROAD PARK FOUNDATION
  • Who funds THE EXCEPTIONAL FOUNDATION
  • Who funds THE STATE OF ALABAMA BALLET INC
  • Who funds Mountain Brook City Schools Foundation

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — 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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Samuel E Upchurch Jr Charitable Found funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%0%1%3%5%your 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, FY2025

    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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 38 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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