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Dennis a Upson 238700

Brooklyn, OHMutual-benefit / member-servingEIN 34-6500850Revenue $1.2M in FY2025

On file with the IRS4900 Tiedeman Road Oh-01-49-0381, 44144-2338 · Brooklyn, OHTax-exempt since 0000

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Grants are made according to the trust agreement dated october 14 ,1949. Keybank, as trustee makes distributions as follows: 90% of netincome shall be paid in quarterly installments in equal amounts to the associated charities, university hospitals, st. Vincent charity hospital, cleveland clinic - s t jones health center, center for families and children, cleveland foundation and st. Alexis' hospital, all of cleveland, ohio to be devoted to such uses and purposes as their respective boards of trustees or other officers having charge of their financial affairs may deem wise. If any of said six last named beneficiaries shall at any time be succeeded by or merged with another organization situated in cleveland, ohio. Or vincinity, such successor organization or other organization created by merger shallstand in place of and take the share of the income of the trust estate herein provided for such succeeded or merged beneficiary; but if anyof said six beneficiaries shall cease to function

87¢ of each $1 spent went to programs.
$94K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $98K a year · 11% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$94K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 9.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
+40% vs prior year
Spent
$752K
To programs
87%
Net assets
$14.0M
By yearFY2020–FY2025
Revenue
$1.2M
FY2025▲ +40%
Tap a bar for its year
Revenue by fiscal year
FY2020$797K
FY2021$1.1M
FY2022$1.5M
FY2023−$246K
FY2024$829K
FY2025$1.2M
Expenses
$752K
FY2025▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$717K
FY2021$718K
FY2022$799K
FY2023$813K
FY2024$714K
FY2025$752K
Net assets
$14.0M
FY2025▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.5M
FY2021$13.8M
FY2022$14.5M
FY2023$13.5M
FY2024$13.5M
FY2025$14.0M

From the FY2025 Form 990 (year ending June 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in 0000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $656K Management & general 13% · $96K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $94K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$93,636Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Keybank N A$93,636$86,083$83,104$96,831$91,911$82,473

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Dennis a Upson 238700 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Distributes income to Cleveland charities and hospitals for their chosen purposes.

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Provided by the organization

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3 programs · $328K · in their own filed words · FY2024
01

Grants made to cleveland clinic-st jones health center for general purposes as deemed appropriate by the board of directors

$109Kprogram expense
02

Grants paid to center for families and children for general purposes as deemed appropriate by the board of trustees.

$109Kprogram expense
03

Grants made to university hospital for general purposes as deemed appropriate by the board of trustees.

$109Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 36 grants · $4.0M · 2019–2024
The Cleveland Clinic FoundationOH · FY2024$109,330
The Centers for Families and ChildrenOH · FY2024$109,330
St Vincent Charity Medical CenterOH · FY2024$109,330
St Alexis Hospital AssociationIN · FY2024$109,330
University Hospitals Health System INCOH · FY2024$109,330
The Cleveland Clinic FoundationOH · FY2024$109,330
The Cleveland Clinic FoundationOH · FY2023$104,441
The Centers for Families and ChildrenOH · FY2023$104,441
St Vincent Charity Medical CenterOH · FY2023$104,441
St Alexis Hospital AssociationIN · FY2023$104,441
University Hospitals Health System INCOH · FY2023$104,441
The Cleveland Clinic FoundationOH · FY2023$104,441
The Cleveland Clinic FoundationOH · FY2022$121,567
The Centers for Families and ChildrenOH · FY2022$121,567
University Hospitals Health System INCOH · FY2022$121,567
The Cleveland Clinic FoundationOH · FY2022$121,567
St Vincent Charity Medical CenterOH · FY2022$121,566
St Alexis Hospital AssociationIN · FY2022$121,566
See all 36 grants →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.2M
Ln 12
Investment incomeLn 3$963K
Other incomeLn 4–11$196K
Money outPt IX
$752K
Ln 25
Programscol B$656K
Managementcol C$96K
Owns and owesPt X
$14.0M
net assets · Ln 32
Cash and savingsLn 1–2$592K
Total assetsLn 16$14.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$963K
Other incomeLn 4–11$196K
Gains on assetsLn 7$813K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
SavingsLn 2$592K
Cash and savings togetherLn 1–2$592K
InvestmentsLn 11–13$13.4M
Total assetsLn 16$14.0M
LiabilitiesLn 26$0
Net assetsLn 32$14.0M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$191K$592K
InvestmentsLn 11–13$13.3M$13.4M
Total assetsLn 16$13.5M$14.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$13.5M$14.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$656K$656K
Pay of current officers, directors and key staffLn 5$94K$94K
Accounting feesLn 11c$2K$2K
All other expensesLn 24e$200$200
Total functional expensesLn 25$752K$656K$96K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.2M$752K$407K$14.0M 990 PDF
FY2024 $829K$714K$116K$13.5M 990 PDF
FY2023 −$246K$813K−$1.1M$13.5M 990 PDF
FY2022 $1.5M$799K$658K$14.5M 990 PDF
FY2021 $1.1M$718K$383K$13.8M 990 PDF
FY2020 $797K$717K$81K$13.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $1,158,495 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $786,630$962,595
I-11 Other revenuePrior year $42,838$195,900
I-12 Total revenuePrior year $829,468$1,158,495
I-13 Grants and similar amounts paidPrior year $626,647$655,980
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $86,083$93,636
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,100$1,900
I-18 Total expensesPrior year $713,830$751,516
I-19 Revenue less expensesPrior year $115,638$406,979
Part VI · Governance 0 of 1 board members independent, 4 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,158,495 across 3 lines filed
Lines not itemized here account for $195,900 of total revenue; see the IRS return.
VIII-3 Investment incomeExcluded from tax $150,001$150,001
VIII-7 Net gain or loss on sales of assets$812,594
VIII-12 Total revenueExcluded from tax $345,901$1,158,495
Part IX · Statement of functional expenses $751,516 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $655,980$655,980
IX-5 Pay of current officers, directors and key staffManagement $93,636$93,636
IX-11c Accounting feesManagement $1,700$1,700
IX-24e All other expensesManagement $200$200
IX-25 Total functional expensesPrograms $655,980 · Management $95,536 · Fundraising $0$751,516
Part X · Balance sheet $13,964,916 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $190,787$591,794
X-12 Other securitiesStart of year $13,349,598$13,373,122
X-16 Total assetsStart of year $13,540,385$13,964,916
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $13,540,385$13,964,916
X-33 Total liabilities and net assetsStart of year $13,540,385$13,964,916
Part XI · Reconciliation of net assets $13,964,916 net assets at year end
XI-1 Total revenue$1,158,495
XI-2 Total expenses$751,516
XI-3 Revenue less expenses$406,979
XI-4 Net assets at start of year$13,540,385
XI-9 Other changes in net assets$17,552
XI-10 Net assets at end of year$13,964,916

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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