Nonprofit · EIN 47-4940206
THE ONWARD AND UPWARD CHARITABLE FOUNDATION
Tax-exempt · WILMINGTON, DE 19809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,871 | $96,763 | -$40,892 | $1,990,504 | $0 | $1,990,504 |
| December 31, 2024 | 990-PF | $73,278 | $129,966 | -$56,688 | $2,031,396 | $0 | $2,031,396 |
| December 31, 2023 | 990-PF | $207,851 | $89,195 | $118,656 | $2,088,084 | $0 | $2,088,084 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $49,663
- Interest
- $5,155
- Net gain from sales of assets
- $1,053
Expenses
- Grants and similar amounts paid
- $85,370
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $95,644
- Excise tax on investment income
- $777
Balance sheet and other
- Total assets, start of year
- $2,031,396
- Total assets, end of year
- $1,990,504
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,990,504
- Fair market value of assets
- $2,666,476
- Qualifying distributions
- $95,644
- Net investment income
- $55,871
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ken Clark Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Sec | 1 | $0 |
| Kevin Clark Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 1 | $0 |
| Katheryn Clark Fortunato Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ken Clark Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Sec | 1 | $0 |
| Kevin Clark Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 1 | $0 |
| Katheryn Clark Fortunato Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ken Clark Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Sec | 1 | $0 |
| Kevin Clark Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 1 | $0 |
| Katheryn Clark Fortunato Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 |
Address and contacts
- Address (IRS master file)
- FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Kevin Clark, Treasurer
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4940206
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,990,504
- Income (IRS master file)
- $105,879
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,871 | $96,763 | $1,990,504 | IRS |
| 990-PF | December 2024 | $73,278 | $129,966 | $2,031,396 | IRS |
| 990-PF | December 2023 | $207,851 | $89,195 | $2,088,084 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4940206).
Questions about THE ONWARD AND UPWARD CHARITABLE FOUNDATION
- What is the EIN of THE ONWARD AND UPWARD CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE ONWARD AND UPWARD CHARITABLE FOUNDATION is 47-4940206.
- Is THE ONWARD AND UPWARD CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to THE ONWARD AND UPWARD CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ONWARD AND UPWARD CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ONWARD AND UPWARD CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ONWARD AND UPWARD CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE ONWARD AND UPWARD CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE ONWARD AND UPWARD CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,871, expenses of $96,763 and total assets of $1,990,504 at year end.
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