Frederick S Upton Foundation
Frederick S Upton Foundation is a private foundation, based in St Joseph, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $32.5M in total assets. In 2025, it awarded 1 grant totaling $2.0M. Net investment income was $4.3M.
Frederick S Upton Foundation at a glance
In short: Frederick S Upton Foundation gave $2.0M across 1 grant in 2025 (avg $2.0M), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,000,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,000,000
- +0.0% vs 2024
- Median grant
- $2,000,000
- Total assets
- $32,454,101
- +7.3% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Frederick S Upton Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Berrien Community Foundation ($2.0M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Frederick S Upton Foundation gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.3M (2021) to $2.5M (2022). In 2025 it made 1 grant totaling $2.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Berrien Community Foundation St Joseph, MI | Program Support | $2,000,000 |
Ready to take the next step with Frederick S Upton Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $32,454,101 | $4,542,727 | $2,312,520 | $2,000,000 | 1 | $2,047,411 | $4,321,237 | $1,807,042 |
| 2024 | $30,233,122 | $3,261,312 | $2,479,160 | $2,000,000 | 1 | $2,060,933 | $2,795,631 | $2,109,318 |
| 2023 | $29,440,935 | $2,811,328 | $2,281,523 | $2,000,054 | 1 | $2,042,763 | $2,452,230 | $2,149,637 |
| 2022 | $28,911,130 | $1,196,160 | $2,953,041 | $2,460,646 | 1 | $2,674,520 | $949,768 | $2,361,860 |
| 2021 | $29,696,277 | $3,122,638 | $1,889,237 | $1,257,504 | 1 | $1,275,983 | $2,766,801 | $2,460,448 |
| 2020 | $28,462,876 | $2,121,039 | $1,840,538 | $1,840,538 | 1 | — | $2,034,919 | $1,344,872 |
Under IRS private-foundation payout rules, Frederick S Upton Foundation reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frederick S Upton Foundation is led by Carrie Vill, Chair since 2023 (on filings since 2020); none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carrie Vill
Chair
Vice President → Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Jeff Upton
Vice Chair
President → Vice Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Sarah Dupont
Member
On filings since 2020
1 hr/week
No compensation reported
Thomas Fowler
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Ben Upton
Secretary
Member → Secretary, 2024
On filings since 2021
1 hr/week
No compensation reported
Fred Upton
Member
On filings since 2024
1 hr/week
No compensation reported
Margaret Trumbull
Member
New on the 2025 filing
1 hr/week
No compensation reported
Melinda O' Brien
Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (6)
- Former: Betsy Upton Stover (2020–2024) — Member
- Former: Kathleen McClendon (2024) — Member
- Former: Katie McClendon (2020–2023) — Secretary
- Former: Margy Trumbull (2020–2023) — Member
- Former: Charley Upton (2022–2023) — Member
- Former: Elizabeth Bartels (2020–2021) — Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Frederick S Upton Foundation
How much does Frederick S Upton Foundation give each year?
Frederick S Upton Foundation gave $2.0M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.0M across 1 grant.
How large is Frederick S Upton Foundation?
Frederick S Upton Foundation reported $32.5M in total assets on its 2025 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
Where does Frederick S Upton Foundation operate?
Frederick S Upton Foundation has awarded grants in Michigan.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Frederick S Upton Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Frederick S Upton Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Michigan
The Michael J and Carla J Kilbane Family
Wilmington, DE
The foundation supports education, health, and child advocacy, along with school scholarships, capital campaigns, charitable events, and general operating purposes. Its 2025 grants ranged from $2,500 to $40,000, with a median of $12,500; grants went to organizations in Illinois, Maryland, and Massachusetts. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$2.1M
Grants
10
Total Given
$161K
Corewell Health Group Return
Grand Rapids, MI
Corewell Health funds community health and wellness, including nutritious food, safe housing, mental health care, and access to care for underserved populations, as well as aligned community sponsorships. Its 2024 reported grants had a median of $20,000; listed programs offer awards from up to $20,000 to $150,000, primarily in Southwest Michigan and Kent County. The profile does not state whether it accepts unsolicited requests.
Assets
$6.8B
Grants
3
Total Given
$172K
Consumers Energy Foundation
Jackson, MI
Consumers Energy Foundation funds Michigan projects focused on basic needs, education and workforce readiness, environmental protection, economic development, neighborhood revitalization, and arts and culture, mainly in Lower Peninsula communities served by Consumers Energy. Its 2024 grants ranged from $100 to $500,000, with a median of $5,000; its 2026 Community Impact program offers up to $20,000 per project. The profile does not state whether it accepts unsolicited requests.
Assets
$67.1M
Grants
296
Total Given
$7.5M
The Marzke Family Foundation
St Joseph, MI
The Marzke Family Foundation supports local organizations working in areas such as trails, education, youth activities, and human services, primarily in the Greater St. Joseph and Benton Harbor, Michigan area. Its 2025 grants ranged from $200 to $10,000, with a median of $1,000. It accepts mailed application materials; no deadline is listed.
Assets
$1.4M
Grants
38
Total Given
$73K
Kalamazoo Community Foundation
Kalamazoo, MI
The Kalamazoo Community Foundation supports nonprofits and public entities serving Kalamazoo County, with priorities including wealth, housing, education and neighborhoods, alongside scholarships. Its 2024 median grant was $31,700; multiyear general operating grants are typically about $50,000 per year, with awards ranging from $25,000 to $175,000 annually.
Assets
$698.6M
Grants
282
Total Given
$21.4M
Fettig Family Foundation
Benton Harbor, MI
The Fettig Family Foundation supports organizations working in education, community support, food security, youth programs, and scholarships, with most funding going to Michigan. Its 2025 grants had a median of $6,400, though amounts ranged widely; it states that it funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.9M
Grants
21
Total Given
$1.3M
More similar funders
More Funders in Michigan
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Frederick S Upton Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Frederick S Upton Foundation down — hundreds of funders to go?