Frederick S. Upton Foundation
EIN 842579330 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$7.6M
4 grants · $1.9M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1.9M
typical big bets · $1.7M–$2.1M
grant size
100%
deep partner · 1/1 multi-year
repeat
$46.0M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
LISA CRIPPS
Phone
(269) 983-3304
Deadlines
NONE
How to Apply
INQUIRIES CAN BE SENT TO THE ABOVE ADDRESS
Restrictions
LIMITED TO ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3).
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $1.8M | $47.7M | $2.1M | 1 |
| 2021 | $1.3M | $53.7M | $3.1M | 1 |
| 2022 | $2.5M | $42.7M | $1.2M | 1 |
| 2023 | $2.0M | $46.0M | $2.8M | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$1.3M
25th Pctl
$1.7M
Median
$1.9M
Average
$1.9M
75th Pctl
$2.1M
Maximum
$2.5M
Geographic Distribution
Officers & Directors
JU
JEFF Upton
4+ yrs
President
Leadership
CV
Carrie VILL
4+ yrs
Vice President
Leadership
TF
Thomas Fowler
4+ yrs
Treasurer
Leadership
KM
Katie McClendon
4+ yrs
Secretary
Leadership
EB
Elizabeth Bartels
2 yrs
Member
BU
Ben Upton
2 yrs
Member
SD
Sarah Dupont
4+ yrs
Member
MT
Margy Trumbull
4+ yrs
Member
JU
JEFF Upton
4+ yrs
President
Leadership
CV
Carrie VILL
4+ yrs
Vice President
Leadership
TF
Thomas Fowler
4+ yrs
Treasurer
Leadership
BS
Betsy Stover
Secretary
Leadership
MT
Margy Trumbull
4+ yrs
Member
SD
Sarah Dupont
4+ yrs
Member
KM
Katie McClendon
4+ yrs
Member
EB
Elizabeth Bartels
2 yrs
Member
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| Berrien Community Foundation | St Joseph, MI | $2,460,646 | PROGRAM SUPPORT | 2022 |
| Berrien Community Foundation | St Joseph, MI | $2,000,054 | PROGRAM SUPPORT | 2023 |
| Berrien Community Foundation | St Joseph, MI | $1,840,538 | PROGRAM SUPPORT | 2020 |
| Berrien Community Foundation | St Joseph, MI | $1,257,504 | PROGRAM SUPPORT | 2021 |
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