The Lucy & Eleanor S Upton Charitable
The Lucy & Eleanor S Upton Charitable is a private foundation based in Iselin, New Jersey. Its charitable activities are limited to making grants and contributions to other qualified charitable organizations.
Key facts about The Lucy & Eleanor S Upton Charitable
In short: The Lucy & Eleanor S Upton Charitable gave $399K across 34 grants in 2024 (avg $12K), mostly in New Jersey. 15% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 22-6074947
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $399,200
- Grants made (2024)
- 34
- Average grant
- $11,741
- Median grant
- $8,250
- New grantees (estimate)
- 15% first-time grantees (5 of 34, 2024)
- Total assets
- $6,058,002
- Primary geography
- New Jersey (72% of itemized 2024 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is The Lucy & Eleanor S Upton Charitable open to new grantees?
15%
first-time grantees, 2024
In 2024, 5 of 34 grantees (15%) were first-time recipients. First grants averaged $4K; repeat grants $13K. How we count
Medians: $4K first-time, $10K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+9%). Method
- In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s filing states that it makes grants to qualified charitable organizations but does not state a separate mission. Its grant recipients illustrate the range of organizations it supports. For example, the New Jersey Symphony Orchestra says its mission is to connect with New Jersey’s people and communities through live symphonic music. The Craig School says it provides a comprehensive school experience for students with diagnosed learning disabilities, while Kent Place School describes its work as empowering girls to become confident, intellectual, and ethical leaders.
Other recipients describe work in areas including higher education, homelessness services, historic preservation, and outdoor access. Saint Peter’s University says it educates a diverse community of learners; House of Faith Inc describes outreach to homeless people through food, shelter, and education; and Mascoma Valley Preservation says it saves historic places to promote rural community vitality.
Grantmaking
In 2024, the foundation reported 34 grants totaling $399,200. Grant amounts ranged from $1,500 to $50,000, with a median of $8,250.
Review Cycle
** There are no submission deadlines.
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Geographic Focus
Where this funder awards grants
In 2024, 72% of grant dollars went to recipients in New Jersey, 12% to New Hampshire, 8% to South Carolina, and 5% to Minnesota. The filing lists the remaining 2% under “?” rather than identifying a state.
Grant Distribution by State
Share of all 34 itemized 2024 grant dollars.
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| New Jersey Symphony Orchestra Newark, NJ | General Use | $50,000 |
| Newark Museum Newark, NJ | General Use | $35,000 |
| Hackensack Meridian Health Foundation Edison, NJ | General Use | $30,000 |
| Kent Place School Summit, NJ | For Kent Place Fund | $20,000 |
| Saint Peter's University Jersey City, NJ | For the benefit of students | $20,000 |
| The Craig School Mountain Lakes, NJ | General Use | $20,000 |
| Adler Aphrasia Center Maywood, NJ | General Use | $15,000 |
| Enfield Shaker Museum Enfield, NH | Purchase and maintenance of La Salette property | $15,000 |
| House of Faith Inc Jersey City, NJ | General Use | $15,000 |
| Mascoma Valley Preservation Grafton, NH | General Use | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $6,058,002 | $584,027 | $412,300 | $399,200 |
| 2023 | $5,886,275 | $308,832 | $356,644 | $349,200 |
| 2022 | $5,934,087 | $97,477 | $363,270 | $340,500 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Charles B Cater, Frank L Fekete, Susan Jukosky, and Alexandra V Gallo Esq as trustees.
The Lucy & Eleanor S Upton Charitable's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alexandra V Gallo Esq.
Trustee
On filings since 2020
No compensation reported
Charles B Cater
Trustee
On filings since 2020
No compensation reported
Frank L Fekete
Trustee
On filings since 2020
No compensation reported
Susan Jukosky
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Frank L Fekete Cpa
Mailing address: 111 Wood Ave South Ste420, Iselin, NJ 08830
Phone: (201) 434-6875
Frequently asked questions about The Lucy & Eleanor S Upton Charitable
How much does The Lucy & Eleanor S Upton Charitable give each year?
The Lucy & Eleanor S Upton Charitable gave $399K across 34 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $349K across 29 grants.
What is The Lucy & Eleanor S Upton Charitable's typical grant size?
The Lucy & Eleanor S Upton Charitable's median grant in 2024 was $8,250, and its average grant was $11,741, across 34 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Lucy & Eleanor S Upton Charitable that year got $4K on average.
Where does The Lucy & Eleanor S Upton Charitable give grants?
The Lucy & Eleanor S Upton Charitable gives mostly in New Jersey: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New Hampshire (12%) and South Carolina (8%). The most frequent recipient cities were Newark, NJ (6 grants), Jersey City, NJ (3 grants) and Enfield, NH (2 grants).
Does The Lucy & Eleanor S Upton Charitable give general operating support?
Yes: 74% of The Lucy & Eleanor S Upton Charitable's 2024 grants with a stated purpose (25 of 34) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Lucy & Eleanor S Upton Charitable's largest grantees?
The Lucy & Eleanor S Upton Charitable's largest 2024 grantees include New Jersey Symphony Orchestra ($50,000), Newark Museum ($35,000) and Hackensack Meridian Health Foundation ($30,000), according to its 2024 IRS Form 990-PF. Together they received 29% of its itemized 2024 grant dollars.
How large is The Lucy & Eleanor S Upton Charitable?
The Lucy & Eleanor S Upton Charitable reported $6.1M in total assets on its 2024 IRS Form 990-PF. It paid out $399K in qualifying distributions that year, against a required minimum of $370K (roughly 5% of its investment assets).
What does The Lucy & Eleanor S Upton Charitable fund?
The foundation’s filing states that it makes grants to qualified charitable organizations but does not state a separate mission. Its grant recipients illustrate the range of organizations it supports. For example, the New Jersey Symphony Orchestra says its mission is to connect with New Jersey’s people and communities through live symphonic music. The Craig School says it provides a comprehensive school experience for students with diagnosed learning disabilities, while Kent Place School descri…
How do I apply for a grant from The Lucy & Eleanor S Upton Charitable?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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