FREDERICK S UPTON FOUNDATION
Cite this
Plain text FREDERICK S UPTON FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/frederick-s-upton-foundation-842579330. Retrieved 2026-11-01.
APA furp.org. (n.d.). FREDERICK S UPTON FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 1, 2026, from https://furp.org/org/frederick-s-upton-foundation-842579330
MLA “FREDERICK S UPTON FOUNDATION.” furp.org, tax years 2020–2025, https://furp.org/org/frederick-s-upton-foundation-842579330. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $4.5M · expenses $2.3M · assets $32.5M
- EIN
- 84-2579330
- Address
- 211 HILLTOP RD STE 117, ST JOSEPH, MI 49085-2850
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- January 2020 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 14 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
14 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Carrie Vill | CHAIR | 2020-2025 | 1 | $0 reported | 1 |
| Jeff Upton | VICE CHAIR | 2020-2025 | 1 | $0 reported | 1 |
| Thomas Fowler | TREASURER | 2020-2025 | 1 | $0 reported | 1 |
| Ben Upton | SECRETARY | 2021-2025 | 1 | $0 reported | 1 |
| Fred Upton | MEMBER | 2024-2025 | 1 | $0 reported | 1 |
| Sarah Dupont | MEMBER | 2020-2025 | 1 | $0 reported | 1 |
| Melinda O' Brien | MEMBER | 2025 | 1 | $0 reported | 1 |
| Margaret Trumbull | MEMBER | 2025 | 1 | $0 reported | 1 |
| Betsy Upton Stover (former) | MEMBER | 2020-2024 | 1 | $0 reported | 2 |
| Kathleen Mcclendon (former) | MEMBER | 2024 | 1 | $0 reported | 1 |
| Katie Mcclendon (former) | SECRETARY | 2020-2023 | 1 | $0 reported | 1 |
| Charley Upton (former) | MEMBER | 2022-2023 | 1 | $0 reported | 1 |
| Margy Trumbull (former) | MEMBER | 2020-2023 | 1 | $0 reported | 2 |
| Elizabeth Bartels (former) | MEMBER | 2020-2021 | 1 | $0 reported | 1 |
People by year
2025 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARRIE VILL | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JEFF UPTON | VICE CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS FOWLER | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| BEN UPTON | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| MELINDA O' BRIEN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| FRED UPTON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET TRUMBULL | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| SARAH DUPONT | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
2024 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARRIE VILL | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JEFF UPTON | VICE CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS FOWLER | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| BEN UPTON | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| BETSY UPTON STOVER | MEMBER | 1 | $0 | - | $0 | $0 | 2 |
| FRED UPTON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| KATHLEEN MCCLENDON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| SARAH DUPONT | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
2023 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF UPTON | VICE CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| CARRIE VILL | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS FOWLER | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| KATIE MCCLENDON | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| CHARLEY UPTON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| SARAH DUPONT | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGY TRUMBULL | MEMBER | 1 | $0 | - | $0 | $0 | 2 |
| BETSY UPTON STOVER | MEMBER | 1 | $0 | - | $0 | $0 | 2 |
2022 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF UPTON | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CARRIE VILL | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS FOWLER | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| KATIE MCCLENDON | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| CHARLEY UPTON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| BEN UPTON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| SARAH DUPONT | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGY TRUMBULL | MEMBER | 1 | $0 | - | $0 | $0 | 2 |
2021 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF UPTON | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CARRIE VILL | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS FOWLER | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| KATIE MCCLENDON | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH BARTELS | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| BEN UPTON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| SARAH DUPONT | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGY TRUMBULL | MEMBER | 1 | $0 | - | $0 | $0 | 2 |
2020 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF UPTON | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CARRIE VILL | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| THOMAS FOWLER | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| BETSY STOVER | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| ELIZABETH BARTELS | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| KATIE MCCLENDON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| SARAH DUPONT | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGY TRUMBULL | MEMBER | 1 | $0 | - | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 1 grant to organizations · $2.0M
2024 · 1 grant to organizations · $2.0M
2023 · 1 grant to organizations · $2.0M
2022 · 1 grant to organizations · $2.5M
2021 · 1 grant to organizations · $1.3M
2020 · 1 grant to organizations · $1.8M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $100K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | BAIRD PRIVATE WEALTH MANAGEMENT | Organization or other | ST JOSEPH, MI | $100,000 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $50K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | FREDERICK S UPTON FOUNDATION Fuzzy 0.77 | Organization or other | CHICAGO, IL | $50,000 | - | Form 990PF Sch. B, 2023 · filing |
2021 · 1 contributor · $6K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | BERRIEN COMMUNITY FOUNDATION Fuzzy 0.88 | Organization or other | ST JOSEPH, MI | $6,353 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $50K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | BERRIEN COMMUNITY FOUNDATION Fuzzy 0.88 | Organization or other | ST JOSEPH, MI | $50,000 | - | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $4,542,727 | $2,312,520 | $32,454,101 | $32,453,294 | $0 | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $3,261,312 | $2,479,160 | $30,233,122 | $30,223,087 | $100,818 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $2,811,328 | $2,281,523 | $29,440,935 | $29,440,935 | $120,338 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,196,160 | $2,953,041 | $28,911,130 | $28,911,130 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $3,122,638 | $1,889,237 | $29,696,277 | $29,696,277 | $6,353 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $2,121,039 | $1,840,538 | $28,462,876 | $28,462,876 | $50,000 | - | $0 | - | - |
Funders of this organization
1 grantor reported grants to this organization, $46,730,863 in all, tax years 2020 to 2021. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FREDERICK S UPTON FOUNDATION XXXXX9001 | Private foundation | Fuzzy filed as “FREDERICK UPTON FOUNDATION” | 2020-2021 | 2 | $46,730,863 | 2021 | $1,203,830 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JCT FOUNDATION | MI | T20 | $4,857,288 | $500,509 | SECRETARY | $5,000 | Same NTEE code T20, revenue within 2x, same state |
| BURT FOUNDATION | MI | T20 | $4,700,175 | $2,523,652 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| LIBERTY FOUNDATION | MI | T20 | $5,589,295 | $692,184 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| KRAMER FAM FOUNDATION | MI | T20 | $4,649,480 | $869,805 | TRUSTEE | $34,067 | Same NTEE code T20, revenue within 2x, same state |
| ANNABELLE FOUNDATION | MI | T20 | $5,850,484 | $14,284,113 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CHOKSI FAMILY FOUNDATION | MI | T20 | $3,749,056 | $38,361 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| CARROLL J HAAS FOUNDATION | MI | T20 | $3,632,789 | $2,640,045 | SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| DOUGLAS F ALLISON FOUNDATION | MI | T20 | $3,810,008 | $1,846,060 | DIRECTOR, TREASURER | $38,500 | Same NTEE code T20, revenue within 2x, same state |
| DAN AND SHERRY BOWEN FOUNDATION | MI | T20 | $3,695,146 | $3,830,332 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| TERENCE & JENNIFER ADDERLEY FOUNDATION | MI | T20 | $4,590,693 | $1,122,025 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| DOUG MEIJER AND KENDALL MEIJER FOUNDATION | MI | T20 | $5,109,457 | $2,344,370 | PROGRAM MANAGER | $17,250 | Same NTEE code T20, revenue within 2x, same state |
| FREER FOUNDATION | OH | T20 | $3,613,591 | $202,847 | Secretary/Treasurer | $1,524 | Same NTEE code T20, revenue within 2x, similar name |
| 444 S FOUNDATION | WA | T20 | $5,184,349 | $3,522,449 | EXEC DIRECTOR | $261,205 | Same NTEE code T20, revenue within 2x, similar name |
| REEDER FOUNDATION | MA | T20 | $4,631,410 | $7,342,676 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| STK FOUNDATION | DE | T20 | $5,020,825 | $0 | pres, Dir, Sec, Treas | $0 | Same NTEE code T20, revenue within 2x, similar name |
| NICK SIMONS FOUNDATION | NY | T20 | $4,168,653 | $7,744,486 | CO-PRESIDENT & TREASURER (THRU 5/2024) | $0 | Same NTEE code T20, revenue within 2x |
| SEAY FOUNDATION | CO | T20 | $3,834,889 | $1,649,188 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| FOUNDATION M | MA | T20 | $3,939,134 | $1,046,671 | TRUSTEE | $8,000 | Same NTEE code T20, revenue within 2x |
| NORTON FOUNDATION | VA | T20 | $4,780,180 | $1,509,036 | TREASURER/SECRETARY | $0 | Same NTEE code T20, revenue within 2x |
| SLOAN FOUNDATION | WA | T20 | $5,799,037 | $2,214,424 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| JAE S LIM FOUNDATION | DE | T20 | $4,443,766 | $2,066,288 | Sec, Dir, Pres | $129,266 | Same NTEE code T20, revenue within 2x |
| THE SUDER FOUNDATION | TX | T20 | $5,992,856 | $6,360,628 | Pres./Dir. | $0 | Same NTEE code T20, revenue within 2x |
| SAISEI FOUNDATION | TX | T20 | $4,692,923 | $679,651 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| HENDRICK FAMILY FOUNDATION | NC | T20 | $4,416,519 | $4,880,563 | President | $0 | Same NTEE code T20, revenue within 2x |
| WCF FOUNDATION | UT | T20 | $4,672,105 | $1,462,640 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $2,312,520 spent · pay $0 · grants $2,000,000 · events $1,043
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,000,000 | 86.5% | |
| Fees: other professional | $186,967 | 8.1% | |
| Taxes | $75,454 | 3.3% | |
| Fees: legal | $42,769 | 1.8% | |
| Other expenses | $6,287 | 0.3% | |
| Travel, conferences and meetings | $1,043 | 0.0% | |
| Total | $2,312,520 | 100% |
2024 · Form 990PF · $2,479,160 spent · pay $0 · grants $2,000,000 · events $1,452
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,000,000 | 80.7% | |
| Fees: other professional | $331,200 | 13.4% | |
| Taxes | $87,027 | 3.5% | |
| Fees: legal | $54,200 | 2.2% | |
| Other expenses | $5,281 | 0.2% | |
| Travel, conferences and meetings | $1,452 | 0.1% | |
| Total | $2,479,160 | 100% |
2023 · Form 990PF · $2,281,523 spent · pay $0 · grants $2,000,054 · events $3,693
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,000,054 | 87.7% | |
| Fees: other professional | $209,285 | 9.2% | |
| Fees: legal | $32,750 | 1.4% | |
| Taxes | $29,475 | 1.3% | |
| Other expenses | $6,266 | 0.3% | |
| Travel, conferences and meetings | $3,693 | 0.2% | |
| Total | $2,281,523 | 100% |
2022 · Form 990PF · $2,953,041 spent · pay $0 · grants $2,460,646 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,460,646 | 83.3% | |
| Fees: other professional | $425,817 | 14.4% | |
| Taxes | $66,578 | 2.3% | |
| Total | $2,953,041 | 100% |
2021 · Form 990PF · $1,889,237 spent · pay $0 · grants $1,257,504 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,257,504 | 66.6% | |
| Fees: other professional | $496,804 | 26.3% | |
| Taxes | $116,450 | 6.2% | |
| Other expenses | $18,479 | 1.0% | |
| Total | $1,889,237 | 100% |
2020 · Form 990PF · $1,840,538 spent · pay $0 · grants $1,840,538 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,840,538 | 100.0% | |
| Total | $1,840,538 | 100% |
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