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Foundation Lookup

Form 990-PFTax year 2023EIN 63-1083893

Samuel E Upchurch Jr Charitable Found

A private foundation in Mountain Brook, AL. Its return for tax year 2023 lists 16 grants and $146,389 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2023 (period ending Dec 31, 2023), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2023

    $146,389

    Grants listed
    16
    Assets, end of year
    $0

  • Tax year 2022

    $122,000

    Grants listed
    21
    Assets, end of year
    $111,940

  • Tax year 2021

    $149,000

    Grants listed
    18
    Assets, end of year
    $201,610

  • Tax year 2020

    $156,000

    Grants listed
    19
    Assets, end of year
    $289,921

  • Tax year 2019

    $170,636

    Grants listed
    25
    Assets, end of year
    $365,728

  • Tax year 2018

    $168,853

    Grants listed
    25
    Assets, end of year
    $497,430

Grants paid in 2023

16 grants, largest first

As listed on the return.

  1. St Peter's Anglican ChurchMountain Brook, AL

    General support

    $78,389
  2. United Way of Central AlabamaBirmingham, AL

    General support

    $25,000
  3. Alabama Wildlife FederationMillbrook, AL

    General support

    $10,000
  4. Boys & Girls Club of the PlateauCashiers, NC

    General support

    $8,000
  5. Greater Birmingham Humane SocietyBirmingham, AL

    General support

    $5,000
  6. Linley Heflin UnitBirmingham, AL

    Scholarships

    $5,000
  7. Wears Valley RanchSevierville, TN

    General support

    $5,000
  8. Little Elam Baptist ChurchSelma, AL

    General support

    $2,000
  9. Alabama SymphonyBirmingham, AL

    General support

    $1,000
  10. Big Springs Baptist ChurchWoodland, AL

    General support

    $1,000
  11. Birmingham Museum of ArtBirmingham, AL

    General support

    $1,000
  12. Kappa Kappa Gamma FoundationColumbus, OH

    General support

    $1,000
  13. King's HomeChelsea, AL

    General support

    $1,000
  14. Lovelady CenterBirmingham, AL

    General support

    $1,000
  15. Stratford Hall MusuemStratford, VA

    General support

    $1,000
  16. Urban Ministry IncBirmingham, AL

    General support

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $25,00045% of the total
  2. Animals2 grants $15,00027% of the total
  3. Education1 grant $8,00014% of the total
  4. Human services4 grants $8,00014% of the total

By State

Grants to organizations with a US address, latest year.

  1. Alabama12 grants $131,389
  2. North Carolina1 grant $8,000
  3. Tennessee1 grant $5,000
  4. Ohio1 grant $1,000
  5. Virginia1 grant $1,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Samuel E Upchurch JrDIRECTOR Hours 0Pay $0
  • Cheryl V UpchurchDIRECTOR Hours 0Pay $0
  • John S P SamfordDIRECTOR Hours 0Pay $0

The return

More foundations

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  1. The Nabers Charitable FoundationMountain Brook, AL 4 grants Preselected only $365,000 giving
  2. The Ehney Addison Camp Jr and Mildred Fletcher Tillman Camp FoundationMountain Brook, AL 7 grants Preselected only $40,500 giving
  3. Hayley-Redd Family FoundationAuburn, AL 7 grants Preselected only $146,840 giving
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