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 2024 filing: $73K revenue, $130K expenses, $2.0M total assets. IRS filings disclose 43 grants awarded by this foundation, totaling roughly $345K.

EIN: 474940206 Wilmington, DE Latest filing: 2024

Total Revenue$73K

Total Expenses$130K

Total Assets$2.0M

Grants Given43

Grant Total$345K

Filing Years2019–2024

Sample Grants Given

FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC

BOCA RATON, FL · 2024

Conch Research

$25,000

HALFTHESTORY

WEST HARTFORD, CT · 2024

General & Unrestricted

$25,000

AMERICAN NATIONAL RED CROSS

GREENWICH, CT · 2024

General & Unrestricted

$20,500

FEEDING THE ORPHANS

LOUDON, TN · 2024

General & Unrestricted

$10,000

BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC

CORAL GABLES, FL · 2024

General & Unrestricted

$7,500

Showing up to 5 of 43 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

$293,135 37 grants

Conch Research

$25,000 1 grant

Charitable Event

$16,000 3 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
2024	$73K	$130K	$2.0M
2023	$208K	$89K	$2.1M
2022	$646K	$87K	$2.0M
2020	$305K	$26K	$611K
2019	$167K	$37K	$332K

Between 2019 and 2024, reported annual revenue declined from $167K to $73K (-56%), 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

Complete financials, all 43 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports