Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
59 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
1 person listed on the 990; $3K paid to officers and key staff (Part VII, Section A).
Compensation history total reportable pay by year · 1 named individual · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Northern Trust N A | $3,447 | $3,292 | $3,085 | $3,253 | $3,577 | $3,182 |
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 Lulu N Upton Charitable Trust executive salaries →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
Supports Cornell University's educational and research programs.
Questions for Lulu N Upton Charitable Trust
Your first name shows with your question. Lulu N Upton Charitable Trust answers here, for everyone.
Grant Paid to Supported Organization
Cornell university
Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-6022721) · Dispute this lineFunders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2022 990, line by line.
Download 990
| Line | Start FY22 | End FY22 |
|---|---|---|
| Cash and savingsLn 1–2 | $7K | $14K |
| InvestmentsLn 11–13 | $226K | $215K |
| Total assetsLn 16 | $232K | $230K |
| LiabilitiesLn 26 | $0 | $0 |
| Net assetsLn 32 | $232K | $230K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $9K | $9K | ||
| Pay of officers and key staff (Part IX, line 5)Ln 5 | $3K | $3K | ||
| Accounting feesLn 11c | $2K | $2K | ||
| Other expenses (24a–d)Ln 24 | $154 | $154 | ||
| Total functional expensesLn 25 | $15K | $9K | $6K | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 LatestFiled with the IRS May 8, 2026 | $12K | $14K | −$2K | $220K | 990 PDF |
| FY2024Filed with the IRS May 1, 2025 | $9K | $15K | −$5K | $222K | 990 PDF |
| FY2023Filed with the IRS May 1, 2024 | $11K | $14K | −$3K | $227K | 990 PDF |
| FY2022 ViewingFiled with the IRS Jun 1, 2023 | $12K | $15K | −$2K | $230K | 990 PDF |
| FY2021Filed with the IRS May 12, 2022 | $16K | $13K | $3K | $232K | 990 PDF |
| FY2020Filed with the IRS May 11, 2021 | $12K | $13K | −$2K | $229K | 990 PDF |
Schedules filed Part IV
See the full FY2022 990
Part I · Summary $12,191 revenue, 12 lines filed
Part VI · Governance 0 of 1 board members independent, 2 to look at
Part VIII · Statement of revenue $12,191 across 3 lines filed
Part IX · Statement of functional expenses $14,569 across 4 lines filed
Part X · Balance sheet $229,911 assets, 7 lines filed
Part XI · Reconciliation of net assets $229,911 net assets at year end
Form 990 e-file FY2022 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File
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