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
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.
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
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
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.
Explore Open Grants
Browse active grant opportunities in The Lucy & Eleanor S Upton Charitable's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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