Harold And Grace Upjohn Foundation

Kalamazoo, MI
Tax-exempt since July 1960
EIN: 38-6052963

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.48M (2024)

Expenses

$1.43M (2024)

Total Assets

$17.7M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$1,479,270

Expenses

$1,425,171

Net Income

$54,099

Net Assets

$17,671,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.0%
Dividends	$571,637	38.6%
Sales of Assets	$907,594	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,284,650	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,671,245
Total Liabilities	$0
Net Assets	$17,671,245

Compensation

Key Employees and Officers	Compensation	Other
Randall W Eberts (President)	$0	$0
Lisa Rodriguez (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Von Washington Jr (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0
Alisa Parker Lagrone (Trustee)	$0	$0

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990-PF

Filed on Jan. 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$1,146,823

Expenses

$1,167,869

Net Income

-$21,046

Net Assets

$17,617,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$456,277	39.8%
Sales of Assets	$684,440	59.7%
Other Income	$6,082	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,087,020	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,617,146
Total Liabilities	$0
Net Assets	$17,617,146

Compensation

Key Employees and Officers	Compensation	Other
Randall W Eberts (President)	$0	$0
Lisa Rodriguez (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Von Washington Jr (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0
Alisa Parker Lagrone (Trustee)	$0	$0

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990-PF

Filed on Jan. 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2022

Revenue

$977,456

Expenses

$1,163,172

Net Income

-$185,716

Net Assets

$17,638,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$448,108	45.8%
Sales of Assets	$529,347	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,024,440	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,638,192
Total Liabilities	$0
Net Assets	$17,638,192

Compensation

Key Employees and Officers	Compensation	Other
Florence U Orosz (President)	$0	$0
Randall W Eberts (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Von Washington Jr (Trustee)	$0	$0
Lisa Rodriguez (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0
Alisa Parker Lagrone (Trustee)	$0	$0

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990-PF

Filed on Feb. 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$1,368,455

Expenses

$1,337,526

Net Income

$30,929

Net Assets

$17,823,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$500,408	36.6%
Sales of Assets	$868,045	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,232,868	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,823,908
Total Liabilities	$0
Net Assets	$17,823,908

Compensation

Key Employees and Officers	Compensation	Other
Florence U Orosz (President)	$0	$0
Randall W Eberts (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Von Washington Jr (Trustee)	$0	$0
Lisa Rodriguez (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0
Alisa Parker Lagrone (Trustee)	$0	$0

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990-PF

Filed on April 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2020

Revenue

$629,761

Expenses

$1,208,381

Net Income

-$578,620

Net Assets

$17,792,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$367,120	58.3%
Sales of Assets	$262,615	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,108,024	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,792,979
Total Liabilities	$1
Net Assets	$17,792,978

Compensation

Key Employees and Officers	Compensation	Other
Florence U Orosz (President)	$0	$0
Randall W Eberts (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Von Washington Jr (Trustee)	$0	$0
Lisa Rodriguez (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0

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990-PF

Filed on April 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$906,944

Expenses

$1,246,148

Net Income

-$339,204

Net Assets

$18,371,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$43,556	4.8%
Interest Revenue	$185	0.0%
Dividends	$451,584	49.8%
Sales of Assets	$411,619	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,153,883	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,371,599
Total Liabilities	$1
Net Assets	$18,371,598

Compensation

Key Employees and Officers	Compensation	Other
Florence U Orosz (President)	$0	$0
Randall W Eberts (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Christopher T Haenicke (Trustee)	$0	$0
Von Washington Jr (Trustee)	$0	$0
Lisa Rodriguez (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0

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990-PF

Filed on March 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$1,010,679

Expenses

$1,237,812

Net Income

-$227,133

Net Assets

$18,710,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	0.0%
Dividends	$447,139	44.2%
Sales of Assets	$563,458	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,142,589	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,710,803
Total Liabilities	$0
Net Assets	$18,710,803

Compensation

Key Employees and Officers	Compensation	Other
Florence U Orosz (President)	$0	$0
Randall W Eberts (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Christopher T Haenicke (Trustee)	$0	$0
Von Washington Jr (Trustee)	$0	$0
Lisa Rodriguez (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0

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990-PF

Filed on Feb. 21, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$869,558

Expenses

$1,231,243

Net Income

-$361,685

Net Assets

$18,937,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.0%
Dividends	$396,758	45.6%
Sales of Assets	$472,771	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,157,255	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,937,936
Total Liabilities	$0
Net Assets	$18,937,936

Compensation

Key Employees and Officers	Compensation	Other
Florence U Orosz (President)	$0	$0
Randall W Eberts (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0
Christopher T Haenicke (Trustee)	$0	$0
Von Washington Jr (Trustee)	$0	$0
Lisa Rodriguez (Trustee)	$0	$0
James Liggins Jr (Trustee)	$0	$0

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990-PF

Filed on Feb. 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Oct.
2016

Revenue

$8,860,973

Expenses

$1,366,885

Net Income

$7,494,088

Net Assets

$19,299,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	0.8%
Interest Revenue	$0
Dividends	$286,325	3.2%
Sales of Assets	$8,499,648	95.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,214,294	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,299,621
Total Liabilities	$0
Net Assets	$19,299,621

Compensation

Key Employees and Officers	Compensation	Other
Florence U Orosz (President)	$0	$0
Randall W Eberts (Vice President)	$0	$0
Don Edgerly (Secretary/Treasurer)	$0	$0

990-PF

Filed on March 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$1,317,418

Expenses

$1,249,202

Net Income

$68,216

Net Assets

$11,805,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$262,392	19.9%
Sales of Assets	$1,055,026	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,107,352	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,805,533
Total Liabilities	$0
Net Assets	$11,805,533

Compensation

Key Employees and Officers	Compensation	Other
Christopher T Haenicke (Sec/Treas)	$0	$0
Florence U Orosz (President)	$0	$0
Randell W Eberts (Vice President)	$0	$0

990-PF

Filed on Feb. 23, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2014

Revenue

$2,332,526

Expenses

$1,205,448

Net Income

$1,127,078

Net Assets

$11,737,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,500	4.0%
Interest Revenue	$0
Dividends	$261,106	11.2%
Sales of Assets	$1,978,920	84.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,101,844	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,737,317
Total Liabilities	$0
Net Assets	$11,737,317

Compensation

Key Employees and Officers	Compensation	Other
Christopher T Haenicke (Asst Sec/Treas)	$0	$0
Janet J Deal Koestner (Trustee)	$0	$0
Floyd L Parks (Sec/Treas)	$0	$0
Florence U Orosz (Vice President)	$0	$0
Timothy Light (President)	$0	$0
Randell W Eberts (Trustee)	$0	$0

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990-PF

Filed on Feb. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$975,066

Expenses

$1,104,741

Net Income

-$129,675

Net Assets

$10,610,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$244,750	25.1%
Interest Revenue	$0
Dividends	$259,814	26.6%
Sales of Assets	$470,502	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,005,349	91.0%
Compensation of Officers*	$9,000	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,610,239
Total Liabilities	$0
Net Assets	$10,610,239

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$558,992

Expenses

$929,130

Net Income

-$370,138

Net Assets

$10,739,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$377,057	67.5%
Interest Revenue	$160	0.0%
Dividends	$252,825	45.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$832,053	89.6%
Compensation of Officers*	$9,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,739,914
Total Liabilities	$1
Net Assets	$10,739,913

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$349,955

Expenses

$859,287

Net Income

-$509,332

Net Assets

$11,110,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,503	29.3%
Interest Revenue	$195	0.1%
Dividends	$245,949	70.3%
Sales of Assets	$1,308	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$761,688	88.6%
Compensation of Officers*	$9,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,110,052
Total Liabilities	$0
Net Assets	$11,110,052

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Harold And Grace Upjohn Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.48M (2024)

Expenses $1.43M (2024)

Total Assets $17.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.48M (2024)

Expenses

$1.43M (2024)

Total Assets

$17.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001