Civic Intelligence

Lulu N Upton Charitable Trust

990 • Fiscal year 2022 • EIN 95-6022721

Jan 01, 2022 to Dec 31, 2022 • Filed on May 16, 2023

Organization ProfileN/A
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

-20%

Higher net margin than 49% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Top Officer Pay

68th percentile

$3,253

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

-1.0%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

-23%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$229,911

Down $2,380 (-1.0%) from 2021

Net Assets

Down

$229,911

Down $2,380 (-1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin49th percentile

Revenue

Down

$12,191

Down $3,706 (-23%) from 2021

Expenses

Up

$14,569

Up $1,906 (+15%) from 2021

Net Income

Down

-$2,378

Down $5,612 (-174%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2019: $230,654Liabilities 2019: $0Net Assets 2019: $230,6542019Assets 2020: $229,055Liabilities 2020: $0Net Assets 2020: $229,0552020Assets 2021: $232,291Liabilities 2021: $0Net Assets 2021: $232,2912021Assets 2022: $229,911Liabilities 2022: $0Net Assets 2022: $229,9112022Assets 2023: $226,945Liabilities 2023: $0Net Assets 2023: $226,9452023Assets 2024: $221,744Liabilities 2024: $0Net Assets 2024: $221,7442024

Highlighted filing

2022

Assets$229,911
Liabilities$0
Net Assets$229,911
Open 2022 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10KRevenue 2019: $9,966Expenses 2019: $13,306Net Income 2019: -$3,3402019Revenue 2020: $11,830Expenses 2020: $13,432Net Income 2020: -$1,6022020Revenue 2021: $15,897Expenses 2021: $12,663Net Income 2021: $3,2342021Revenue 2022: $12,191Expenses 2022: $14,569Net Income 2022: -$2,3782022Revenue 2023: $10,769Expenses 2023: $13,683Net Income 2023: -$2,9142023Revenue 2024: $9,421Expenses 2024: $14,630Net Income 2024: -$5,2092024

Highlighted filing

2022

Revenue$12,191
Expenses$14,569
Net Income-$2,378
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 16, 2023
Return Version
2022v5.0
Gross Receipts
$74,541
Mission and Program Overview

Mission

To support cornell university - ithaca, ny

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$232,291$229,911▼ $2,380
Investments in Publicly Traded Securities$225,785$215,490▼ $10,295
Savings and Temporary Cash Investments$6,506$14,421▲ $7,915
Total Assets$232,291$229,911▼ $2,380
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$232,291$229,911▼ $2,380
Total Liabilities and Net Assets / Fund Balance$232,291$229,911▼ $2,380
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aTrusteeFT$3,253$3,253
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,191
Other Revenue
$0
Change in Net Assets
$-2,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,662
Salaries, Compensation, and Employee Benefits$3,253
Other Expenses$2,654
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,662--$8,662
Current Officers, Directors, Trustees, and Key Employees-$3,253-$3,253
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$8,662$5,907$0$14,569
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cornell UniversityIthaca, NY501(c)(3)General Support$8,662
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of form 990 is sent to the trustee for review and comments”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual acknowledgement by trustee”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lulu N Upton Charitable Trust
EIN
95-6022721
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2023-05-16

Organization Details

Formed
1958
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“COST ADJUSTMENT”

Raw XML Appendix369 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt067116
IRS990/GrossReceiptsAmt074541
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0225785
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062350
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2
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IRS990/OtherExpensesGrp/Desc1IL AG FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/TotalAmt0139
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06387
IRS990/PYInvestmentIncomeAmt015897
IRS990/PYOtherExpensesAmt02699
IRS990/PYRevenuesLessExpensesAmt03234
IRS990/PYSalariesCompEmpBnftPaidAmt03577
IRS990/PYTotalExpensesAmt012663
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2378
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06506
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014421
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0232291
IRS990/TotalAssetsEOYAmt0229911
IRS990/TotalAssetsGrp/BOYAmt0232291
IRS990/TotalAssetsGrp/EOYAmt0229911
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05907
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08662
IRS990/TotalFunctionalExpensesGrp/TotalAmt014569
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0229911
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08662
IRS990/TotalReportableCompFromOrgAmt03253
IRS990/TotalRevenueGrp/ExclusionAmt012191
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012191
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232291
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0229911
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LULU N UPTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UPTO
ReturnHeader/Filer/EIN0956022721
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02023-06-01T14:00:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,911
Liabilities
$0
Net assets
$229,911
Revenue
$12,191
Expenses
$14,569
Net income
-$2,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.09$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.11$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.12$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.16$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.12$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.10$0.13$0.03