Private Foundation

JOE AND MARY UPSHAW FAMILY FOUNDATION

JOE AND MARY UPSHAW FAMILY FOUNDATION is a Private Foundation headquartered in SOUTHLAKE, TX. Financial data from the 2018 filing: $176K revenue, $1.7M expenses. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $1.7M.

EIN: 752685047 SOUTHLAKE, TX General Support NTEE: DEFAULT Latest filing: 2018
Total Revenue$176K
Total Expenses$1.7M
Grants Given7
Grant Total$1.7M
Filing Years2016–2018

Sample Grants Given

RENAISSANCE CHARITABLE FOUNDATION
INDIANAPOLIS, IN · 2018
CHARITABLE
$1,099,932
FIDELITY INVESTMENTS CHARITABLE GIF
BOSTON, MA · 2018
CHARITABLE
$558,157
RENAISSANCE CHARITABLE FOUNDATION
INDIANAPOLIS, IN · 2018
CHARITABLE
$17,566
THE FIRST CHURCH OF CHRIST SCIENTIS
RICHARDSON, TX · 2018
RELIGIOUS
$8,000
CHRISTIAN SCIENCE BROADCAST COMMITT
DALLAS, TX · 2017
RELIGIOUS
$10,000

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Hugh Gene Upshaw
CO-TRUSTEE Mary Jo Milner
CO-TRUSTEE Richard Evermond Upshaw

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE
$1,675,655 3 grants
RELIGIOUS
$28,000 4 grants

Financial Trends

Year Revenue Expenses Assets
2018 $176K $1.7M —
2017 $1.4M $17K $1.5M
2016 $-3K $13K $154K

Between 2016 and 2018, reported annual revenue moved from $-3K to $176K.

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

Grant Geography

Grants from this foundation were reported to recipients in IN, MA, TX.

INMATX

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

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