The Lucy & Eleanor S Upton Charitable

ISELIN, NJ EIN: 22-6074947

Arts and culture Performing arts Music Orchestral music Education

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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

+17.2% YoY

Avg Grant Size

$12K

-2.5% YoY

Under IRS private-foundation payout rules, The Lucy & Eleanor S Upton Charitable reported a distributable amount of $370K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

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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

New Jersey $1.3M (75%)

New Hampshire $244K (14%)

South Carolina $93K (5%)

Minnesota $76K (4%)

Pennsylvania $15K (1%)

New York $5K (0%)

Massachusetts $5K (0%)

States

Massachusetts Minnesota New Hampshire New Jersey New York Pennsylvania South Carolina

Cities

CanaanEdisonEnfieldGraftonHarrisburgHillsideJersey CityJohns IslandKiawahKiawah IslandLancasterLebanonMaywoodMinneapolisMorristownMountain LakesMountainsideNeptuneNew LondonNew York

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include New Jersey Symphony Orchestra ($50,000), Newark Museum ($35,000), Hackensack Meridian Health Foundation ($30,000).

Recipient	Purpose	Amount
Canaan Historical Society Canaan, NH	General Use	$4,000
Adler Aphrasia Center Maywood, NJ	General Use	$15,000
ALS TDI Watertown, MA	Donation for the support of the ALS Therapy Development Institute	$1,500
Arts Etc Johns Island, SC	General Use	$8,000
Children's Specialized Hospital Foundation Mountainside, NJ	General Use	$10,000
Colby Sawyer College New London, NH	Support of new projects	$6,200
Community FoodBank of New Jersey Hillside, NJ	General Use	$9,500
Enfield Shaker Museum Enfield, NH	Purchase and maintenance of La Salette property	$15,000
Faith's Lodge Plymouth, MN	General Use	$5,000
Hackensack Meridian Health Foundation Edison, NJ	General Use	$30,000

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.

Subject Areas

Focus areas based on grantmaking activity

Arts and culture Performing arts Music Orchestral music Education

Frequently Asked Questions

What does The Lucy & Eleanor S Upton Charitable fund?

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.

How do I apply for a grant from The Lucy & Eleanor S Upton Charitable?

**Grant Activity:** • Made 26 grants in 2023 • Total giving: $399,200 (2024 fiscal year) • Typical award range: $1,500–$55,000 • Average grant amount varies by year **Recent Grant Examples (2023):** • New Jersey Symphony Orchestra: $50,000 (general use) • The Newark Museum of Art: $35,000 (general use) • Chosen Vale Inc Enfield Shaker Museum: grant amount not specified **Application Process:** No confirmed application deadlines are provided by the foundation. Foundations without stipulated dead…

Where does The Lucy & Eleanor S Upton Charitable make 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

What size grants does The Lucy & Eleanor S Upton Charitable award?

In 2024, The Lucy & Eleanor S Upton Charitable awarded 34 grants totaling $399K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is The Lucy & Eleanor S Upton Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lucy & Eleanor S Upton Charitable reported a distributable amount of $370K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Lucy & Eleanor S Upton Charitable's EIN?

The Lucy & Eleanor S Upton Charitable's EIN (Employer Identification Number) is 22-6074947. IRS Form 990 filing data is available on this page for 2020–2024.