Nonprofit · EIN 38-6052963
HAROLD AND GRACE UPJOHN FOUNDATION
Tax-exempt · KALAMAZOO, MI 49007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $1,421,516 | $1,476,888 | -$55,372 | $17,615,873 | $0 | $17,615,873 |
| October 31, 2024 | 990-PF | $1,479,270 | $1,425,171 | $54,099 | $17,671,245 | $0 | $17,671,245 |
| October 31, 2023 | 990-PF | $1,146,823 | $1,167,869 | -$21,046 | $17,617,146 | $0 | $17,617,146 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $581,864
- Interest
- $2
- Net gain from sales of assets
- $839,650
Expenses
- Grants and similar amounts paid
- $1,332,060
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,341,800
- Excise tax on investment income
- $18,511
Balance sheet and other
- Total assets, start of year
- $17,671,245
- Total assets, end of year
- $17,615,873
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,615,873
- Fair market value of assets
- $26,210,828
- Qualifying distributions
- $1,341,800
- Net investment income
- $1,421,516
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL W EBERTS 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | PRESIDENT | 2 | $0 |
| LISA RODRIGUEZ 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | VICE PRESIDENT | 2 | $0 |
| DON EDGERLY 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | SECRETARY/TREASURER | 2 | $0 |
| VON WASHINGTON JR 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
| JAMES LIGGINS JR 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
| ALISA PARKER-LAGRONE 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
990-PF for the year ended October 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL W EBERTS 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | PRESIDENT | 2 | $0 |
| LISA RODRIGUEZ 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | VICE PRESIDENT | 2 | $0 |
| DON EDGERLY 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | SECRETARY/TREASURER | 2 | $0 |
| VON WASHINGTON JR 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
| JAMES LIGGINS JR 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
| ALISA PARKER-LAGRONE 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
990-PF for the year ended October 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL W EBERTS 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | PRESIDENT | 2 | $0 |
| LISA RODRIGUEZ 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | VICE PRESIDENT | 2 | $0 |
| DON EDGERLY 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | SECRETARY/TREASURER | 2 | $0 |
| VON WASHINGTON JR 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
| JAMES LIGGINS JR 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
| ALISA PARKER-LAGRONE 300 S WESTNEDGE AVENUE, KALAMAZOO, MI 49007 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 300 S WESTNEDGE AVE, KALAMAZOO, MI 49007-4630
- In care of
- % OLD KENT BANK AND TRUST COMPANY
- Signed the 990-PF
- DON EDGERLY, SECRETARY/TREASURER
- Phone
- (269) 385-0439
- Return prepared by
- PLANTE & MORAN PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6052963
- 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
- 1960
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,615,873
- Income (IRS master file)
- $2,621,258
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $1,421,516 | $1,476,888 | $17,615,873 | XML |
| 990-PF | October 2024 | $1,479,270 | $1,425,171 | $17,671,245 | XML |
| 990-PF | October 2023 | $1,146,823 | $1,167,869 | $17,617,146 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | 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 38-6052963).
Questions about HAROLD AND GRACE UPJOHN FOUNDATION
- What is the EIN of HAROLD AND GRACE UPJOHN FOUNDATION?
- The employer identification number (EIN) of HAROLD AND GRACE UPJOHN FOUNDATION is 38-6052963.
- Is HAROLD AND GRACE UPJOHN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to HAROLD AND GRACE UPJOHN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD AND GRACE UPJOHN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD AND GRACE UPJOHN FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD AND GRACE UPJOHN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HAROLD AND GRACE UPJOHN FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does HAROLD AND GRACE UPJOHN FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,421,516, expenses of $1,476,888 and total assets of $17,615,873 at year end.
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