Joe and Mary Upshaw Family Foundation
EIN 752685047Total Given 2016–2018
$1.7M
7 grants · $568K avg/year
based on 3 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $8K–$288K
grant size
20%
balanced · 1/5 multi-year
repeat
$1.6M
Assets (2017)
5
Distinct Recipients
About
See attached liquidation documents.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
THE FIRST CHURCH OF CHRIST SCIENTIS
Phone
(817) 488-9531
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $9K | $174K | $-3K | 1 |
| 2017 | $11K | $1.6M | $1.4M | 2 |
| 2018 | $1.7M | $0 | $176K | 4 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$1K
25th Pctl
$8K
Median
$10K
Average
$243K
75th Pctl
$288K
Maximum
$1.1M
Geographic Distribution
Officers & Directors
MM
Mary Jo Milner
3+ yrs
Co-Trustee
RU
Richard Evermond Upshaw
3+ yrs
Co-Trustee
HU
Hugh Gene Upshaw
3+ yrs
Co-Trustee
MM
Mary Jo Milner
3+ yrs
Co-Trustee
MU
Mary Upshaw
2 yrs
Co-Trustee
HU
Hugh Gene Upshaw
3+ yrs
Co-Trustee
RU
Richard Evermond Upshaw
3+ yrs
Co-Trustee
MM
Mary Jo Milner
3+ yrs
Co-Trustee
RU
Richard Evermond Upshaw
3+ yrs
Co-Trustee
MU
Mary Upshaw
2 yrs
Co-Trustee
HU
Hugh Gene Upshaw
3+ yrs
Co-Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Renaissance Charitable Foundation | Indianapolis, IN | $1,099,932 | CHARITABLE | 2018 |
| Fidelity Investments Charitable Gif | Boston, MA | $558,157 | CHARITABLE | 2018 |
| Renaissance Charitable Foundation | Indianapolis, IN | $17,566 | CHARITABLE | 2018 |
| Christian Science Broadcast Committ | Dallas, TX | $10,000 | RELIGIOUS | 2017 |
| Christian Science Broadcast Committ | Dallas, TX | $9,000 | RELIGIOUS | 2016 |
| The First Church of Christ Scientis | Richardson, TX | $8,000 | RELIGIOUS | 2018 |
| The Leaves | Richardson, TX | $1,000 | RELIGIOUS | 2017 |