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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Carrie Vill CHAIR2020-2025 1 $0 reported 1
Jeff Upton VICE CHAIR2020-2025 1 $0 reported 1
Thomas Fowler TREASURER2020-2025 1 $0 reported 1
Ben Upton SECRETARY2021-2025 1 $0 reported 1
Fred Upton MEMBER2024-2025 1 $0 reported 1
Sarah Dupont MEMBER2020-2025 1 $0 reported 1
Melinda O' Brien MEMBER2025 1 $0 reported 1
Margaret Trumbull MEMBER2025 1 $0 reported 1
Betsy Upton Stover (former) MEMBER2020-2024 1 $0 reported 2
Kathleen Mcclendon (former) MEMBER2024 1 $0 reported 1
Katie Mcclendon (former) SECRETARY2020-2023 1 $0 reported 1
Charley Upton (former) MEMBER2022-2023 1 $0 reported 1
Margy Trumbull (former) MEMBER2020-2023 1 $0 reported 2
Elizabeth Bartels (former) MEMBER2020-2021 1 $0 reported 1

People by year

2025 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARRIE VILL CHAIR1 $0-$0 $01
JEFF UPTON VICE CHAIR1 $0-$0 $01
THOMAS FOWLER TREASURER1 $0-$0 $01
BEN UPTON SECRETARY1 $0-$0 $01
MELINDA O' BRIEN MEMBER1 $0-$0 $01
FRED UPTON MEMBER1 $0-$0 $01
MARGARET TRUMBULL MEMBER1 $0-$0 $01
SARAH DUPONT MEMBER1 $0-$0 $01
2024 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARRIE VILL CHAIR1 $0-$0 $01
JEFF UPTON VICE CHAIR1 $0-$0 $01
THOMAS FOWLER TREASURER1 $0-$0 $01
BEN UPTON SECRETARY1 $0-$0 $01
BETSY UPTON STOVER MEMBER1 $0-$0 $02
FRED UPTON MEMBER1 $0-$0 $01
KATHLEEN MCCLENDON MEMBER1 $0-$0 $01
SARAH DUPONT MEMBER1 $0-$0 $01
2023 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFF UPTON VICE CHAIR1 $0-$0 $01
CARRIE VILL CHAIR1 $0-$0 $01
THOMAS FOWLER TREASURER1 $0-$0 $01
KATIE MCCLENDON SECRETARY1 $0-$0 $01
CHARLEY UPTON MEMBER1 $0-$0 $01
SARAH DUPONT MEMBER1 $0-$0 $01
MARGY TRUMBULL MEMBER1 $0-$0 $02
BETSY UPTON STOVER MEMBER1 $0-$0 $02
2022 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFF UPTON PRESIDENT1 $0-$0 $01
CARRIE VILL VICE PRESIDENT1 $0-$0 $01
THOMAS FOWLER TREASURER1 $0-$0 $01
KATIE MCCLENDON SECRETARY1 $0-$0 $01
CHARLEY UPTON MEMBER1 $0-$0 $01
BEN UPTON MEMBER1 $0-$0 $01
SARAH DUPONT MEMBER1 $0-$0 $01
MARGY TRUMBULL MEMBER1 $0-$0 $02
2021 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFF UPTON PRESIDENT1 $0-$0 $01
CARRIE VILL VICE PRESIDENT1 $0-$0 $01
THOMAS FOWLER TREASURER1 $0-$0 $01
KATIE MCCLENDON SECRETARY1 $0-$0 $01
ELIZABETH BARTELS MEMBER1 $0-$0 $01
BEN UPTON MEMBER1 $0-$0 $01
SARAH DUPONT MEMBER1 $0-$0 $01
MARGY TRUMBULL MEMBER1 $0-$0 $02
2020 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFF UPTON PRESIDENT1 $0-$0 $01
CARRIE VILL VICE PRESIDENT1 $0-$0 $01
THOMAS FOWLER TREASURER1 $0-$0 $01
BETSY STOVER SECRETARY1 $0-$0 $02
ELIZABETH BARTELS MEMBER1 $0-$0 $01
KATIE MCCLENDON MEMBER1 $0-$0 $01
SARAH DUPONT MEMBER1 $0-$0 $01
MARGY TRUMBULL MEMBER1 $0-$0 $02

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
#ContributorTypeCity, stateTotalNoncashSource
1 BAIRD PRIVATE WEALTH MANAGEMENT Organization or other ST JOSEPH, MI $100,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$4,542,727$2,312,520 $32,454,101$32,453,294 $0- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,261,312$2,479,160 $30,233,122$30,223,087 $100,818- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$2,811,328$2,281,523 $29,440,935$29,440,935 $120,338- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,196,160$2,953,041 $28,911,130$28,911,130 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$3,122,638$1,889,237 $29,696,277$29,696,277 $6,353- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JCT FOUNDATIONMIT20 $4,857,288$500,509 SECRETARY$5,000 Same NTEE code T20, revenue within 2x, same state
BURT FOUNDATIONMIT20 $4,700,175$2,523,652 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LIBERTY FOUNDATIONMIT20 $5,589,295$692,184 President$0 Same NTEE code T20, revenue within 2x, same state
KRAMER FAM FOUNDATIONMIT20 $4,649,480$869,805 TRUSTEE$34,067 Same NTEE code T20, revenue within 2x, same state
ANNABELLE FOUNDATIONMIT20 $5,850,484$14,284,113 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CHOKSI FAMILY FOUNDATIONMIT20 $3,749,056$38,361 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
CARROLL J HAAS FOUNDATIONMIT20 $3,632,789$2,640,045 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
DOUGLAS F ALLISON FOUNDATIONMIT20 $3,810,008$1,846,060 DIRECTOR, TREASURER$38,500 Same NTEE code T20, revenue within 2x, same state
DAN AND SHERRY BOWEN FOUNDATIONMIT20 $3,695,146$3,830,332 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TERENCE & JENNIFER ADDERLEY FOUNDATIONMIT20 $4,590,693$1,122,025 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
DOUG MEIJER AND KENDALL MEIJER FOUNDATIONMIT20 $5,109,457$2,344,370 PROGRAM MANAGER$17,250 Same NTEE code T20, revenue within 2x, same state
FREER FOUNDATIONOHT20 $3,613,591$202,847 Secretary/Treasurer$1,524 Same NTEE code T20, revenue within 2x, similar name
444 S FOUNDATIONWAT20 $5,184,349$3,522,449 EXEC DIRECTOR$261,205 Same NTEE code T20, revenue within 2x, similar name
REEDER FOUNDATIONMAT20 $4,631,410$7,342,676 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
STK FOUNDATIONDET20 $5,020,825$0 pres, Dir, Sec, Treas$0 Same NTEE code T20, revenue within 2x, similar name
NICK SIMONS FOUNDATIONNYT20 $4,168,653$7,744,486 CO-PRESIDENT & TREASURER (THRU 5/2024)$0 Same NTEE code T20, revenue within 2x
SEAY FOUNDATIONCOT20 $3,834,889$1,649,188 TRUSTEE$0 Same NTEE code T20, revenue within 2x
FOUNDATION MMAT20 $3,939,134$1,046,671 TRUSTEE$8,000 Same NTEE code T20, revenue within 2x
NORTON FOUNDATIONVAT20 $4,780,180$1,509,036 TREASURER/SECRETARY$0 Same NTEE code T20, revenue within 2x
SLOAN FOUNDATIONWAT20 $5,799,037$2,214,424 PRESIDENT$0 Same NTEE code T20, revenue within 2x
JAE S LIM FOUNDATIONDET20 $4,443,766$2,066,288 Sec, Dir, Pres$129,266 Same NTEE code T20, revenue within 2x
THE SUDER FOUNDATIONTXT20 $5,992,856$6,360,628 Pres./Dir.$0 Same NTEE code T20, revenue within 2x
SAISEI FOUNDATIONTXT20 $4,692,923$679,651 PRESIDENT$0 Same NTEE code T20, revenue within 2x
HENDRICK FAMILY FOUNDATIONNCT20 $4,416,519$4,880,563 President$0 Same NTEE code T20, revenue within 2x
WCF FOUNDATIONUTT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
Carroll J Haas Tr agreement 53091 Private foundation$6,652,8412 12024–2025 CARROLL J HAAS FOUNDATION
The Gale Foundation Private foundation$3,040,2003 12025–2025 FREER FOUNDATION
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$2,960,0001 12022–2022 RUPANI FOUNDATION
ENDAOMENT DAF sponsor$1,357,4233 12021–2023 SAISEI FOUNDATION
MICHAEL & SUSAN DELL FOUNDATION Private foundation$150,0001 12024–2024 IDP FOUNDATION INC
HOUSTON ENDOWMENT INC Private foundation$100,0001 12022–2022 RUPANI FOUNDATION
THE GEORGE FOUNDATION Private foundation$61,6153 12020–2020 RUPANI FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$57,8751 12025–2025 HENDRICK FAMILY FOUNDATION
GLOBALGIVING FOUNDATION INC DAF sponsor$53,5594 12021–2024 RUPANI FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$35,0002 12019–2021 RUPANI FOUNDATION
THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC Private foundation$7,5003 12016–2018 HENDRICK FAMILY FOUNDATION
COMMUNITY FOUNDATION OF GREATER NEW BRITAIN INC DAF sponsor$5,0001 12011–2011 AMERICAN SAVINGS FOUNDATION INC
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor$5,0001 12011–2011 SKADDEN FOUNDATION
VASA PARK ASSOCIATION INC Private foundation$4,0001 12015–2015 NELNET FOUNDATION
BARNHILL FAMILY FOUNDATION Private foundation$2,5001 12016–2016 HENDRICK FAMILY FOUNDATION

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
LineAs describedTotalShare
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$2,312,520100%

View the filing

2024 · Form 990PF · $2,479,160 spent · pay $0 · grants $2,000,000 · events $1,452
LineAs describedTotalShare
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$2,479,160100%

View the filing

2023 · Form 990PF · $2,281,523 spent · pay $0 · grants $2,000,054 · events $3,693
LineAs describedTotalShare
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$2,281,523100%

View the filing

2022 · Form 990PF · $2,953,041 spent · pay $0 · grants $2,460,646 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,460,646 83.3%
Fees: other professional $425,817 14.4%
Taxes $66,578 2.3%
Total$2,953,041100%

View the filing

2021 · Form 990PF · $1,889,237 spent · pay $0 · grants $1,257,504 · events $0
LineAs describedTotalShare
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$1,889,237100%

View the filing

2020 · Form 990PF · $1,840,538 spent · pay $0 · grants $1,840,538 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,840,538 100.0%
Total$1,840,538100%

View the filing

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