Nonprofit · EIN 38-2341573
BURTON & ELIZABETH UPJOHN CHARITABLE TR
Tax-exempt · KALAMAZOO, MI 49008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $197,430 | $131,267 | $66,163 | $1,089,802 | $0 | $1,089,802 |
| December 31, 2024 | 990-PF | $219,290 | $121,572 | $97,718 | $1,023,639 | $0 | $1,023,639 |
| December 31, 2023 | 990-PF | $118,616 | $115,961 | $2,655 | $925,921 | $0 | $925,921 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $28,242
- Dividends
- $42,600
- Net gain from sales of assets
- $126,588
Expenses
- Grants and similar amounts paid
- $109,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $109,000
- Excise tax on investment income
- $2,269
Balance sheet and other
- Total assets, start of year
- $1,023,639
- Total assets, end of year
- $1,089,802
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,089,802
- Fair market value of assets
- $1,897,826
- Qualifying distributions
- $109,000
- Net investment income
- $178,200
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH UPJOHN MASON 4141 LAKE TERRACE, KALAMAZOO, MI 49008 | TRUSTEE | 0.2 | $0 |
| FLORENCE U OROSZ 4300 OLD FIELD TRAIL, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| AMY UPJOHN 2231 IDLEWILD BEACH, RICHLAND, MI 49083 | TRUSTEE | 0.1 | $0 |
| HENRY L UPJOHN II P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
| MARTHA MEANS UPJOHN P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
| JOEL J OROSZ 4300 OLD FIELD TRAIL, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| BRADLEY E VANDENBERG 2231 IDLEWILD BEACH, RICHLAND, MI 49083 | TRUSTEE | 0.1 | $0 |
| CAROLINE ROBBINS 5517 SOUTH RED PINE CIRCLE, KALAMAZOO, MI 49009 | TRUSTEE | 0.1 | $0 |
| ELIZABETH K BREY 2121 BENJAMIN AVENUE, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| MARGARET J L UPJOHN P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH UPJOHN MASON 4141 LAKE TERRACE, KALAMAZOO, MI 49008 | TRUSTEE | 0.2 | $0 |
| FLORENCE U OROSZ 4300 OLD FIELD TRAIL, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| AMY UPJOHN 2231 IDLEWILD BEACH, RICHLAND, MI 49083 | TRUSTEE | 0.1 | $0 |
| HENRY L UPJOHN II P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
| MARTHA MEANS UPJOHN P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
| JOEL J OROSZ 4300 OLD FIELD TRAIL, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| BRADLEY E VANDENBERG 2231 IDLEWILD BEACH, RICHLAND, MI 49083 | TRUSTEE | 0.1 | $0 |
| CAROLINE ROBBINS 5517 SOUTH RED PINE CIRCLE, KALAMAZOO, MI 49009 | TRUSTEE | 0.1 | $0 |
| ELIZABETH K BREY 2121 BENJAMIN AVENUE, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| MARGARET J L UPJOHN P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH UPJOHN MASON 4141 LAKE TERRACE, KALAMAZOO, MI 49008 | TRUSTEE | 0.2 | $0 |
| FLORENCE U OROSZ 4300 OLD FIELD TRAIL, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| AMY UPJOHN 2231 IDLEWILD BEACH, RICHLAND, MI 49083 | TRUSTEE | 0.1 | $0 |
| HENRY L UPJOHN II P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
| MARTHA MEANS UPJOHN P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
| JOEL J OROSZ 4300 OLD FIELD TRAIL, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| BRADLEY E VANDENBERG 2231 IDLEWILD BEACH, RICHLAND, MI 49083 | TRUSTEE | 0.1 | $0 |
| CAROLINE ROBBINS 5517 SOUTH RED PINE CIRCLE, KALAMAZOO, MI 49009 | TRUSTEE | 0.1 | $0 |
| ELIZABETH K BREY 2121 BENJAMIN AVENUE, KALAMAZOO, MI 49008 | TRUSTEE | 0.1 | $0 |
| MARGARET J L UPJOHN P O BOX 267, DECATUR, MI 49045 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 4139 LAKE TERRACE DR, KALAMAZOO, MI 49008-2511
- Signed the 990-PF
- FLORENCE OROSZ, PRESIDENT
- Phone
- (269) 384-0219
- Return prepared by
- JAMES & SPRINGGATE PLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-2341573
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,089,802
- Income (IRS master file)
- $227,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $197,430 | $131,267 | $1,089,802 | XML |
| 990-PF | December 2024 | $219,290 | $121,572 | $1,023,639 | IRS |
| 990-PF | December 2023 | $118,616 | $115,961 | $925,921 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2341573).
Questions about BURTON & ELIZABETH UPJOHN CHARITABLE TR
- What is the EIN of BURTON & ELIZABETH UPJOHN CHARITABLE TR?
- The employer identification number (EIN) of BURTON & ELIZABETH UPJOHN CHARITABLE TR is 38-2341573.
- Is BURTON & ELIZABETH UPJOHN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to BURTON & ELIZABETH UPJOHN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURTON & ELIZABETH UPJOHN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURTON & ELIZABETH UPJOHN CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURTON & ELIZABETH UPJOHN CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BURTON & ELIZABETH UPJOHN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does BURTON & ELIZABETH UPJOHN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $197,430, expenses of $131,267 and total assets of $1,089,802 at year end.
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