Nonprofit · EIN 84-2579330
FREDERICK S UPTON FOUNDATION
Tax-exempt · ST JOSEPH, MI 49085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,542,727 | $2,312,520 | $2,230,207 | $32,454,101 | $807 | $32,453,294 |
| December 31, 2024 | 990-PF | $3,261,312 | $2,479,160 | $782,152 | $30,233,122 | $10,035 | $30,223,087 |
| December 31, 2023 | 990-PF | $2,811,328 | $2,281,523 | $529,805 | $29,440,935 | $0 | $29,440,935 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,418,124
- Interest
- $12,295
- Net gain from sales of assets
- $3,112,308
Expenses
- Grants and similar amounts paid
- $2,000,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,047,411
- Excise tax on investment income
- $60,065
Balance sheet and other
- Total assets, start of year
- $30,233,122
- Total assets, end of year
- $32,454,101
- Total liabilities, end of year
- $807
- Net assets, end of year
- $32,453,294
- Fair market value of assets
- $52,298,034
- Qualifying distributions
- $2,047,411
- Net investment income
- $4,542,727
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 |
|---|---|---|---|
| CARRIE VILL 290 RIDGEWAY ST, ST JOSEPH, MI 49085 | CHAIR | 1 | $0 |
| JEFF UPTON 1105 SINCLAIRE POINTE DR, STSIMONS ISLAND, GA 31522 | VICE CHAIR | 1 | $0 |
| THOMAS FOWLER 1227 SPUR DRIVE, ST JOSEPH, MI 49085 | TREASURER | 1 | $0 |
| BEN UPTON 3610 W HURON RIVER DRIVE, ANN ARBOR, MI 49103 | SECRETARY | 1 | $0 |
| MELINDA O' BRIEN 34 ST FINTANS RD SUTTON 13, DUBLIN, EI, EI | MEMBER | 1 | $0 |
| FRED UPTON PO BOX 900, ST JOSEPH, MI 49085 | MEMBER | 1 | $0 |
| MARGARET TRUMBULL 2567 OLDE BROOKSIDE RD, OTTAWA HILLS, OH 43615 | MEMBER | 1 | $0 |
| SARAH DUPONT 3675 BRINNINGTON ROAD, CHARLOTTESVILLE, VA 22901 | MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE VILL 290 RIDGEWAY ST, ST JOSEPH, MI 49085 | CHAIR | 1 | $0 |
| JEFF UPTON 1400 OCEAN BLVD UNIT 210, STSIMONS ISLAND, GA 31522 | VICE CHAIR | 1 | $0 |
| THOMAS FOWLER 1227 SPUR DRIVE, ST JOSEPH, MI 49085 | TREASURER | 1 | $0 |
| BEN UPTON 3610 W HURON RIVER DRIVE, ANN ARBOR, MI 49103 | SECRETARY | 1 | $0 |
| BETSY UPTON STOVER 214 WEST SUMMIT STREET, ANN ARBOR, MI 49103 | MEMBER | 1 | $0 |
| FRED UPTON PO BOX 900, ST JOSEPH, MI 49085 | MEMBER | 1 | $0 |
| KATHLEEN MCCLENDON 6902 AVONDALE DRIVE, OKLAHOMA CITY, OK 73116 | MEMBER | 1 | $0 |
| SARAH DUPONT 3675 BRINNINGTON ROAD, CHARLOTTESVILLE, VA 22901 | MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF UPTON 1400 OCEAN BLVD UNIT 210, STSIMONS ISLAND, GA 31522 | VICE CHAIR | 1 | $0 |
| CARRIE VILL 16403 RINGER ROAD, WAYZATA, MN 55391 | CHAIR | 1 | $0 |
| THOMAS FOWLER 1227 SPUR DRIVE, ST JOSEPH, MI 49085 | TREASURER | 1 | $0 |
| KATIE MCCLENDON 6902 AVONDALE DRIVE, OKLAHOMA CITY, OK 73116 | SECRETARY | 1 | $0 |
| CHARLEY UPTON 32 FAIRWAY DRIVE, CABOT, AZ 72023 | MEMBER | 1 | $0 |
| SARAH DUPONT 1685 OWENSVILLE ROAD, CHARLOTTSEVILLE, VA 22901 | MEMBER | 1 | $0 |
| MARGY TRUMBULL 2567 OLDE BROOKSIDE ROAD, OTTAWA HILLS, OH 43615 | MEMBER | 1 | $0 |
| BETSY UPTON STOVER 214 WEST SUMMIT STR, ANN ARBOR, MI 48103 | MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 211 HILLTOP RD STE 117, ST JOSEPH, MI 49085-2850
- In care of
- % LISA CRIPPS
- Signed the 990-PF
- LISA CRIPPS, DIRECTOR
- Phone
- (269) 983-3304
- Return prepared by
- KRUGGEL LAWTON & COMPANY LLC
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
- 84-2579330
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $32,454,101
- Income (IRS master file)
- $16,115,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,542,727 | $2,312,520 | $32,454,101 | XML |
| 990-PF | December 2024 | $3,261,312 | $2,479,160 | $30,233,122 | IRS |
| 990-PF | December 2023 | $2,811,328 | $2,281,523 | $29,440,935 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-2579330).
Questions about FREDERICK S UPTON FOUNDATION
- What is the EIN of FREDERICK S UPTON FOUNDATION?
- The employer identification number (EIN) of FREDERICK S UPTON FOUNDATION is 84-2579330.
- Is FREDERICK S UPTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to FREDERICK S UPTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FREDERICK S UPTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FREDERICK S UPTON 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 FREDERICK S UPTON 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 FREDERICK S UPTON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does FREDERICK S UPTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,542,727, expenses of $2,312,520 and total assets of $32,454,101 at year end.
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