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The Onward And Upward Charitable Foundation is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 2016. The principal officer is Foundation Source. It holds total assets of $2M. Annual income is reported at $1.5M. Total assets have grown from $10K in 2015 to $2.1M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including Connecticut, Tennessee, Florida. According to available records, The Onward And Upward Charitable Foundation has made 19 grants totaling $177K, with a median grant of $5K. Annual giving has grown from $20K in 2020 to $157K in 2022. Individual grants have ranged from $1K to $25K, with an average award of $9K. The foundation has supported 8 unique organizations. The foundation primarily supports organizations in Connecticut, Florida, Tennessee, which account for 63% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$9K
Average Grant
$12K
Largest Grant
$25K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Onward And Upward Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 19 grants. Its grantmaking reaches organizations primarily in CT, FL, TN.
The Onward And Upward Charitable Foundation has distributed a total of $177K across 19 grants. The median grant size is $5K, with an average of $9K. Individual grants have ranged from $1K to $25K.
The Onward And Upward Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Onward And Upward Charitable Foundation is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Katheryn Clark Fortunato | Dir, Pres | $0 | $0 | N/A |
| Kevin Clark | Dir, Treas | $0 | $0 | N/A |
| Ken Clark | Sec | $0 | $0 | N/A |
Total Giving
$89K
Total Assets
$2.1M
Fair Market Value
$2.3M
Net Worth
$2.1M
Grants Paid
$79K
Contributions
$150K
Net Investment Income
$58K
Distribution Amount
$107K
Total: $1.3M
Total Grants
19
Total Giving
$177K
Average Grant
$9K
Median Grant
$5K
Unique Recipients
8
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Florida Atlantic University Foundation IncGeneral & Unrestricted | Boca Raton, FL | $25K | 2022 |
| Americares Foundation IncGeneral & Unrestricted | Stamford, CT | $25K | 2022 |
| Feeding The OrphansGeneral & Unrestricted | Loudon, TN | $10K | 2022 |
| American National Red CrossCharitable Event | Fairfax, VA | $5K | 2022 |
| Make-A-Wish Foundation Of Ct IncGeneral & Unrestricted | Trumbull, CT | $5K | 2022 |
| Naacp Legal Defense And Educational Fund IncGeneral & Unrestricted | New York, NY | $3K | 2022 |
| The Southampton Fresh Air HomeGeneral & Unrestricted | Southampton, NY | $1K | 2022 |
| Futures-Ct Inc Dba Woofgang And CoGeneral & Unrestricted | Fairfield, CT | $5K | 2020 |