Sarah C Upham Clinic Tr No 2 Morris C Kessel
EIN 510345785Total Given 2021–2025
$1.5M
4 grants · $301K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$385K
typical big bets · $319K–$442K
grant size
100%
deep partner · 1/1 multi-year
repeat
$12.3M
Assets (2025)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $9.3M | $391K | N/A |
| 2021 | $340K | $11.0M | $507K | 1 |
| 2022 | $255K | $9.3M | $410K | 1 |
| 2024 | $430K | $11.4M | $357K | 1 |
| 2025 | $478K | $12.3M | $422K | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$255K
25th Pctl
$319K
Median
$385K
Average
$376K
75th Pctl
$442K
Maximum
$478K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
4 yrs
Trustee
JN
Jp Morgan Chase Bank Na
4 yrs
Trustee
JN
Jp Morgan Chase Bank Na
4 yrs
Trustee
JN
Jp Morgan Chase Bank Na
4 yrs
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| New York Medical College | Valhalla, NY | $477,752 | GENERAL | 2025 |
| New York Medical College | Valhalla, NY | $430,127 | GENERAL | 2024 |
| New York Medical College | Valhalla, NY | $340,000 | GENERAL | 2021 |
| New York Medical College | Valhalla, NY | $255,000 | GENERAL | 2022 |