UPSHOT
Reduce your risk when donating: see where the money actually goes.
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text UPSHOT. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/upshot-841730205. Retrieved 2026-11-14.
APA furp.org. (n.d.). UPSHOT [Nonprofit organization profile; tax years 2019–2024]. Retrieved November 14, 2026, from https://furp.org/org/upshot-841730205
MLA “UPSHOT.” furp.org, tax years 2019–2024, https://furp.org/org/upshot-841730205. Accessed 14 Nov. 2026.
Retrieved 2026-11-14; covers tax years 2019–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990PF · revenue $58K ($59K in 2025 dollars) · expenses $3.8M · assets $2.2M
- EIN
- 84-1730205
- Address
- PO BOX 165, LUQUILLO, PR 00773-0165
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- June 2019 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 1 person listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
1 person 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 |
|---|---|---|---|---|---|
| Stuart Bernsen | TRUSTEE | 2019-2024 | 0 | $0 reported | 1 |
People by year
2024 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STUART BERNSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2023 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STUART BERNSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2022 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STUART BERNSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2021 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stuart Bernsen | Trustee | 0 | $0 | - | $0 | $0 | 1 |
2020 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stuart Bernsen | Trustee | 0 | $0 | - | $0 | $0 | 1 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stuart Bernsen | Trustee | 0 | $0 | - | $0 | $0 | 1 |
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.
2024 · 1 grant to organizations · $1K
2022 · 2 grants to organizations · $2K
2021 · 0 grants to organizations · $0 · 1 grant to individuals · $500
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.
2021 · 1 contributor · $242K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Scion Charitable | Person | Westmont, IL | $242,500 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $3.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Stuart Bernsen Charitable Trust | Person | Lake Forest, IL | $3,902,267 | - | Form 990PF Sch. B, 2020 · filing |
2019 · 2 contributors · $8.1M
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $57,675 | $3,813,150 | $2,199,787 | $2,199,787 | $1,150 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $107,813 | $1,450 | $5,955,262 | $5,955,262 | $4,350 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $48,910 | $34,586 | $5,848,899 | $5,848,899 | $4,317 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $264,863 | $4,620 | $5,834,575 | $5,834,575 | $242,500 | - | - | - | - |
| 2020 · Form 990PF | ||||||||
| $3,946,357 | $403,172 | $0 | $0 | $3,902,267 | - | - | - | - |
| 2019 · Form 990PF | ||||||||
| $8,650,556 | $293,705 | $0 | $0 | $8,100,488 | - | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HARRIS UPCHURCH FOUNDATION INC | NC | T20 | $57,499 | $136,117 | PRES/TREAS | $0 | Same NTEE code T20, revenue within 2x |
| R B LEE TR UW | TX | T20 | $59,203 | $24,099 | TRUSTEE | $6,485 | Same NTEE code T20, revenue within 2x |
| THE ONWARD AND UPWARD CHARITABLE FOUNDATION | DE | T20 | $55,871 | $96,763 | Sec | $0 | Same NTEE code T20, revenue within 2x |
| HAROLD C GREENWAY UW | PA | T20 | $58,475 | $55,543 | TRUSTEE | $14,115 | Same NTEE code T20, revenue within 2x |
| VETURIA I WILEY U1P7 | TX | T20 | $58,534 | $39,224 | TRUSTEE | $9,028 | Same NTEE code T20, revenue within 2x |
| EMMA FENNER UA 3-28-34 | TX | T20 | $57,984 | $25,099 | TRUSTEE | $661 | Same NTEE code T20, revenue within 2x |
| NIA UJAMAA FOUNDATION | FL | T20 | $60,000 | $0 | TRUSTEE | $5,000 | Same NTEE code T20, revenue within 2x |
| COLTON HALE L TRUST UW | RI | T20 | $56,551 | $430,637 | TRUSTEE, | $1,496 | Same NTEE code T20, revenue within 2x |
| TR UW HARRY M HANSON 4 ITR | IL | T20 | $58,985 | $55,273 | TRUSTEE | $14,179 | Same NTEE code T20, revenue within 2x |
| URBAN P KLINGSHIRN FUND | OH | T20 | $56,277 | $45,786 | TRUSTEE | $6,540 | Same NTEE code T20, revenue within 2x |
| Downey-Short Foundation | CA | T20 | $55,933 | $82,702 | CEO | $0 | Same NTEE code T20, revenue within 2x |
| LESLIE M KARPER TRUST UW | NY | T20 | $56,758 | $37,038 | TRUSTEE | $9,271 | Same NTEE code T20, revenue within 2x |
| RUTH E CREIGHTON TRUST UW | MN | T20 | $58,027 | $56,504 | TRUSTEE | $14,229 | Same NTEE code T20, revenue within 2x |
| THOMAS B FARVOT JR FAMILY FUND | LA | T20 | $58,228 | $68,903 | PRESIDENT | $4,000 | Same NTEE code T20, revenue within 2x |
| FAIRBURY UNITED COMMUNITY FUND | IL | T20 | $57,078 | $50,391 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| CHEVIOT CHARITABLE FOUNDATION | OH | T20 | $56,954 | $87,087 | TREASURER | $1,250 | Same NTEE code T20, revenue within 2x |
| E & M WILLIAMS TR UA FBO HOSPICE | PA | T20 | $57,880 | $36,842 | TRUSTEE | $7,285 | Same NTEE code T20, revenue within 2x |
| GEORGE F BOWERMAN R UW IRRV TR | TX | T20 | $57,046 | $28,024 | TRUSTEE | $6,240 | Same NTEE code T20, revenue within 2x |
| ALLIANCE CREDIT UNION FOUNDATION | TX | T20 | $58,547 | $56,384 | CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x |
| MADELEINE M BLACKSON TR UA 8314 | PA | T20 | $55,597 | $43,137 | TRUSTEE | $10,201 | Same NTEE code T20, revenue within 2x |
| CHARLES DOWNEY CHARITABLE TRUST UW | TX | T20 | $59,975 | $46,281 | TRUSTEE | $9,333 | Same NTEE code T20, revenue within 2x |
| ELSIE DAVIS YOUNG TR UW 10064-4 NE | IL | T20 | $55,752 | $50,745 | TRUSTEE | $15,124 | Same NTEE code T20, revenue within 2x |
| DOROTHY M OVERCASH CHARITABLE TR U A | VA | T20 | $57,082 | $137,715 | TRUSTEE | $23,140 | Same NTEE code T20, revenue within 2x |
| RUSSELL SHERTZER TR UW FBO FREY VILLAGE | PA | T20 | $56,603 | $13,307 | TRUSTEE | $12,013 | Same NTEE code T20, revenue within 2x |
| HORACE A MOSES TRUST U IND 10109278002 | PA | T20 | $59,347 | $92,022 | TRUSTEE | $21,324 | 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).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| THE BLACKBAUD GIVING FUND | $137,800 | 2 | 1 | DAF sponsor | 2021–2022 | PEARLS OF PROMISE FOUNDATION INC |
| KRESGE FOUNDATION | $12,000 | 5 | 1 | Private foundation | 2016–2024 | PEARLS OF PROMISE FOUNDATION INC |
| HENRY V AND FRANCES W CHRISTENSON FOUNDATION | $5,000 | 1 | 1 | Private foundation | 2020–2020 | THE BURBICK FOUNDATION |
| VARRICHIO FAMILY FOUNDATION | $3,000 | 3 | 1 | Private foundation | 2015–2018 | PEARLS OF PROMISE FOUNDATION INC |
| AMAZONSMILE FOUNDATION | $226 | 4 | 1 | Private foundation | 2020–2023 | PEARLS OF PROMISE FOUNDATION INC |
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.
2024 · Form 990PF · $3,813,150 spent · pay $0 · grants $1,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $3,812,150 | 100.0% | |
| Contributions, gifts, grants paid | $1,000 | 0.0% | |
| Total | $3,813,150 | 100% |
2023 · Form 990PF · $1,450 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $1,450 | 100.0% | |
| Total | $1,450 | 100% |
2022 · Form 990PF · $34,586 spent · pay $0 · grants $1,500 · events $31,530
| Line | As described | Total | Share |
|---|---|---|---|
| Travel, conferences and meetings | $31,530 | 91.2% | |
| Contributions, gifts, grants paid | $1,500 | 4.3% | |
| Fees: accounting | $1,255 | 3.6% | |
| Fees: legal | $286 | 0.8% | |
| Other expenses | $15 | 0.0% | |
| Total | $34,586 | 100% |
2021 · Form 990PF · $4,620 spent · pay $0 · grants $500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Fees: legal | $2,850 | 61.7% | |
| Fees: accounting | $1,255 | 27.2% | |
| Contributions, gifts, grants paid | $500 | 10.8% | |
| Other expenses | $15 | 0.3% | |
| Total | $4,620 | 100% |
2020 · Form 990PF · $403,172 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $403,172 | 100.0% | |
| Total | $403,172 | 100% |
2019 · Form 990PF · $293,705 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $293,705 | 100.0% | |
| Total | $293,705 | 100% |
Others with the same interests
NTEE code Private Grantmaking Foundations, PR first:
- MARIE AND PAUL NAPOLI FOUNDATION PR
- FUNDACION ANGEL GUERRERO CORP PR
- FUNDACION DR MANUEL DE LA PILA PR
- MABODAMACA CORPORACION PRO-RESCATE ERMITA SAN ANTONIO DE LA TUNA PR
- FUNDACION ROBERTO SANCHEZ VILELLA PR
- FUNDACION CARLOS MANUEL AMADER GUZMAN PR
- FUNDACION FRANCISCO VAZQUEZ ALAMO PR
- FUNDACION VILA BIAGGE PR
- FUNDACION LEGADO AZUL INC PR
- FUNDACION LUCAS INC PR
Interests: Private Grantmaking Foundations · Philanthropy
The area Census
County outline, the place (blue), the tract (orange) and the ZIP center (dot).
In Census Tract 1401.02, Luquillo Municipio, Puerto Rico, place (city or town) Luquillo, PR, county Luquillo Municipio, PR, state Puerto Rico; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).
- Revenue of $57,675 is $8 per resident of Luquillo, PR (population 7,387).
- That revenue equals 0.08% of all household income in Luquillo, PR (2,908 households at the median $23,719, about $68,974,852).
| Measure | Census tract Census Tract 1401.02, Luquillo Municipio, Puerto Rico | Place (city or town) Luquillo, PR | County Luquillo Municipio, PR | State Puerto Rico |
|---|---|---|---|---|
| Population B01003 | 2,591 | 7,387 | 17,532 | 3,234,309 |
| Population, 2020 census P1 | 3,099 | 6,438 | 17,781 | 3,285,874 |
| Median age B01002 | 49.4 | 40.8 | 45.5 | 44.8 |
| Under 18 B01001 | 12.8% | 18.4% | 15.8% | 16.1% |
| 65 and over B01001 | 30.4% | 21.1% | 24.6% | 23.4% |
| Households B11001 | 963 | 2,908 | 6,966 | 1,290,866 |
| Foreign born B05002 | 1.4% | 0.2% | 1.4% | 2.7% |
| Median household income B19013 | $23,710 | $23,719 | $24,225 | $26,297 |
| Median family income B19113 | $26,250 | $26,752 | $28,583 | $32,277 |
| Per capita income B19301 | $12,747 | $13,571 | $16,377 | $17,981 |
| Poverty rate B17001 | 44.0% | 48.6% | 44.8% | 40.5% |
| Unemployment rate B23025 | 16.9% | 18.6% | 17.6% | 10.7% |
| Civilian labor force B23025 | 998 | 3,244 | 7,563 | 1,289,294 |
| Mean commute (minutes) B08013 | 32.8 | 28.8 | 29.5 | 28.0 |
| Bachelor's degree or higher B15003 | 12.8% | 26.1% | 24.2% | 29.8% |
| Housing units B25001 | 1,558 | 3,826 | 10,815 | 1,634,357 |
| Owner-occupied B25003 | 71.8% | 62.2% | 68.9% | 67.9% |
| Renters B25003 | 28.2% | 37.8% | 31.1% | 32.1% |
| Median home value B25077 | $119,800 | $132,900 | $138,500 | $131,500 |
| Median gross rent B25064 | $485 | $418 | $504 | $578 |
| White, not Hispanic B03002 | 0.0% | 0.3% | 1.2% | 0.6% |
| Black B03002 | 0.7% | 0.0% | 0.2% | 0.1% |
| Hispanic or Latino B03002 | 99.3% | 99.7% | 98.5% | 99.0% |
| Asian B03002 | 0.0% | 0.0% | 0.0% | 0.1% |
| American Indian and Alaska Native B03002 | 0.0% | 0.0% | 0.0% | 0.0% |
Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 1401.02, Luquillo Municipio, Puerto Rico.
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