Frederick S Upton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST JOSEPH, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.2M in total assets. In 2024, it awarded 1 grants totaling $2.0M. Net investment income was $2.8M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$30.2M
+2.7% YoY
Annual Giving
$2.0M
-0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.0M
-0.0% YoY
Under IRS private-foundation payout rules, Frederick S Upton Foundation reported a distributable amount of $2.1M for 2024 — the minimum it must pay out in qualifying distributions.
About Frederick S Upton Foundation
Based on IRS filings
Frederick S Upton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST JOSEPH, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.2M in total assets. In 2024, it awarded 1 grants totaling $2.0M. Net investment income was $2.8M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $30,233,122 | $29,440,935 | $28,911,130 |
| Revenue | $3,261,312 | $2,811,328 | $1,196,160 |
| Expenses | $2,479,160 | $2,281,523 | $2,953,041 |
| Qualifying Distributions | $2,060,933 | $2,042,763 | $2,674,520 |
| Net Investment Income | $2,795,631 | $2,452,230 | $949,768 |
| Distributable Amount | $2,109,318 | $2,149,637 | $2,361,860 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Berrien Community Foundation ($2,000,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BERRIEN COMMUNITY FOUNDATION ST JOSEPH, MI | PROGRAM SUPPORT | $2,000,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARRIE VILL | CHAIR | 1 | — |
| JEFF UPTON | VICE CHAIR | 1 | — |
| THOMAS FOWLER | TREASURER | 1 | — |
| BEN UPTON | SECRETARY | 1 | — |
| BETSY UPTON STOVER | MEMBER | 1 | — |
| FRED UPTON | MEMBER | 1 | — |
| KATHLEEN MCCLENDON | MEMBER | 1 | — |
| SARAH DUPONT | MEMBER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Frederick S Upton Foundation?
Frederick S Upton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST JOSEPH, MI. It holds $30.2M in total assets as of 2024.
How large is Frederick S Upton Foundation?
As of 2024, Frederick S Upton Foundation holds $30.2M in total assets with $3.3M in annual revenue. It awarded 1 grants totaling $2.0M in 2024.
Where does Frederick S Upton Foundation operate?
Frederick S Upton Foundation has awarded grants in Michigan.
What size grants does Frederick S Upton Foundation award?
In 2024, Frederick S Upton Foundation awarded 1 grants totaling $2.0M — an average of about $2.0M per grant, based on its IRS Form 990 filings.
How much is Frederick S Upton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Frederick S Upton Foundation reported a distributable amount of $2.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Frederick S Upton Foundation's EIN?
Frederick S Upton Foundation's EIN (Employer Identification Number) is 84-2579330. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Frederick S Upton Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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