Private Foundation

The Onward and Upward Charitable Foundation

The Onward and Upward Charitable Foundation is a Private Foundation headquartered in Wilmington, DE. Financial data from the 2025 filing: $56K revenue, $97K expenses, $2.0M total assets. IRS filings disclose 59 grants awarded by this foundation, totaling roughly $430K.

EIN: 474940206 Wilmington, DE Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$56K
Total Expenses$97K
Total Assets$2.0M
Grants Given59
Grant Total$430K
Filing Years2020–2025

Sample Grants Given

NANTUCKET CONSERVATION FOUNDATION INC
NANTUCKET, MA · 2025
General & Unrestricted
$10,100
FEEDING THE ORPHANS
LOUDON, TN · 2025
General & Unrestricted
$10,000
HALFTHESTORY
WEST HARTFORD, CT · 2025
General & Unrestricted
$10,000
OPEN HEARTS FOR ORPHANS INC
DELRAY BEACH, FL · 2025
General & Unrestricted
$10,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
ATLANTA, GA · 2025
General & Unrestricted
$7,500

Showing up to 5 of 59 total records — full history available with membership.

Officers & Directors

Dir, Pres Katheryn Clark Fortunato
Sec Ken Clark
Dir, Treas Kevin Clark

Officer compensation and complete director data available with membership.

Top Grant Purposes

General & Unrestricted
$373,505 52 grants
Conch Research
$25,000 1 grant
Charitable Event
$21,000 4 grants
Turkey Earthquake / Talivity Inc. campaign
$5,990 1 grant
For Ukraine / Poland refugees crisis
$5,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $56K $97K $2.0M
2024 $73K $130K $2.0M
2023 $208K $89K $2.1M
2022 $646K $87K $2.0M
2020 $305K $26K $611K

Between 2020 and 2025, reported annual revenue declined from $305K to $56K (-82%), with total assets most recently reported at $2.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, FL, GA, MA, and 4 other states.

CACTDCFLGAMANYPATNTX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for The Onward and Upward Charitable Foundation

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