The Lucy & Eleanor S Upton Charitable
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.1M
+2.9% YoY
Annual Giving
$399K
+14.3% YoY
Grant Count
34
+17.2% YoY
Avg Grant Size
$12K
-2.5% YoY
Mission & Focus Areas
The foundation's primary giving focuses on:
- Arts and Culture — including museums, performing arts, and orchestral music
- Education — elementary and secondary education
- Health — in-patient medical care, hospital care, and specialty hospital care
- Social Services — family services and child welfare
- Christian organizations and churches
The foundation provides support for general operating expenses, project support, and scholarships.
Grantmaking
No confirmed application deadlines are provided by the foundation. Foundations without stipulated deadlines are best approached directly for more information. The fiscal year ends in December.
Average Grant
amount varies by year
Review Cycle
are provided by the foundation. Foundations without stipulated deadlines are best approached directly for more information. The fiscal year ends in December.
How to Apply
**
Ready to take the next step with The Lucy & Eleanor S Upton Charitable?
Geographic Focus
Where this funder awards grants
The foundation supports organizations nationally, with particular emphasis on:
- New Jersey (primary focus, especially Newark and Jersey City areas)
- New York
- Pennsylvania
- South Carolina
- Minnesota
- Massachusetts
- New Hampshire
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Most Recent Filing (2023):
- Total Assets: $5,886,275
- Total Revenue: $308,832
- Total Expenses: $356,644
- Total Liabilities: $0
- Number of Employees: 0
2024 Fiscal Year:
- Total Assets: $6,058,002
- Total Giving: $399,200
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,058,002 | $5,886,275 | $5,934,087 |
| Revenue | $584,027 | $308,832 | $97,477 |
| Expenses | $412,300 | $356,644 | $363,270 |
| Qualifying Distributions | $399,200 | $344,200 | $340,500 |
| Net Investment Income | $570,927 | $296,388 | $86,492 |
| Distributable Amount | $369,626 | $333,853 | $343,219 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
146 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by uncompensated trustees:
- Charles B Cater
- Frank L Fekete
- Susan Jukosky
- Alexandra V Gallo, Esq.
The foundation's major donor is Eleanor S. Upton.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Charles B Cater | Trustee | — | — |
| Frank L Fekete | Trustee | — | — |
| Susan Jukosky | Trustee | — | — |
| Alexandra V Gallo Esq | Trustee | — | — |
Recent Activity
Recent developments and announcements
The foundation continues active grantmaking with regular distributions to arts, education, health, and social service organizations. Recent grants demonstrate ongoing support for cultural institutions and educational organizations, particularly in the New Jersey region.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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