The Onward and Upward Charitable Foundation
The Onward and Upward Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 12 grants totaling $119K. Net investment income was $73K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-2.7% YoY
Annual Giving
$119K
+50.7% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$10K
+38.1% YoY
Under IRS private-foundation payout rules, The Onward and Upward Charitable Foundation reported a distributable amount of $117K for 2024 — the minimum it must pay out in qualifying distributions.
About The Onward and Upward Charitable Foundation
Based on IRS filings
The Onward and Upward Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 12 grants totaling $119K. Net investment income was $73K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,031,396 | $2,088,084 | $1,969,428 |
| Revenue | $73,278 | $207,851 | $646,059 |
| Expenses | $129,966 | $89,195 | $86,660 |
| Qualifying Distributions | $128,973 | $88,295 | $86,660 |
| Net Investment Income | $73,279 | $57,851 | $19,399 |
| Distributable Amount | $116,756 | $106,742 | $82,275 |
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
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Florida Atlantic University Foundation Inc ($25,000), Halfthestory ($25,000), American National Red Cross ($20,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN NATIONAL RED CROSS GREENWICH, CT | General & Unrestricted | $20,500 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC CORAL GABLES, FL | General & Unrestricted | $7,500 |
| DOCS INTERNATIONAL HEALTH AND RESCUE ALLIANCE LTD BRONX, NY | General & Unrestricted | $5,000 |
| FEEDING THE ORPHANS LOUDON, TN | General & Unrestricted | $10,000 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC BOCA RATON, FL | Conch Research | $25,000 |
| HALFTHESTORY WEST HARTFORD, CT | General & Unrestricted | $25,000 |
| IMPACT 100 PALM BEACH COUNTY INC BOCA RATON, FL | General & Unrestricted | $1,100 |
| LEUKEMIA & LYMPHOMA SOCIETY INC NEW YORK, NY | Charitable Event | $5,000 |
| MAKE-A-WISH FOUNDATION OF CT INC TRUMBULL, CT | General & Unrestricted | $5,000 |
| NANTUCKET CONSERVATION FOUNDATION INC NANTUCKET, MA | General & Unrestricted | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Ken Clark | Sec | 1 | — |
| Kevin Clark | Dir, Treas | 1 | — |
| Katheryn Clark Fortunato | Dir, Pres | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Onward and Upward Charitable Foundation?
The Onward and Upward Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $2.0M in total assets as of 2024.
How large is The Onward and Upward Charitable Foundation?
As of 2024, The Onward and Upward Charitable Foundation holds $2.0M in total assets with $73K in annual revenue. It awarded 12 grants totaling $119K in 2024.
Where does The Onward and Upward Charitable Foundation operate?
The Onward and Upward Charitable Foundation has awarded grants in Connecticut, Florida, Massachusetts, New York, Tennessee, Virginia.
What size grants does The Onward and Upward Charitable Foundation award?
In 2024, The Onward and Upward Charitable Foundation awarded 12 grants totaling $119K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Onward and Upward Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Onward and Upward Charitable Foundation reported a distributable amount of $117K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Onward and Upward Charitable Foundation's EIN?
The Onward and Upward Charitable Foundation's EIN (Employer Identification Number) is 47-4940206. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Onward and Upward Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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