Joe And Mary Upshaw Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Joe And Mary Upshaw Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 75-2685047
Foundation Overview
Based in Southlake, TX, Joe And Mary Upshaw Family Foundation has awarded 7 grants totaling $1,703,655 to organizations in Texas, Indiana and 1 other state across the US. Individual grants range from $1,000 to $1,099,932, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 4 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
57% of grants are awarded in Texas, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Texas, funding concentrates in Richardson (50%), Dallas (50%).
Funding Trajectory
Strong 18607% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on community projects (50%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Joe And Mary Upshaw Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| The First Church Of Christ Scientis | $8,000 | Richardson, TX, US | Religious | 2018 |
| Renaissance Charitable Foundation | $1,099,932 | Indianapolis, IN, US | Charitable | 2018 |
| Fidelity Investments Charitable Gif | $558,157 | Boston, MA, US | Charitable | 2018 |
| Renaissance Charitable Foundation | $17,566 | Indianapolis, IN, US | Charitable | 2018 |
| The Leaves | $1,000 | Richardson, TX, US | Religious | 2017 |
| Christian Science Broadcast Committ | $10,000 | Dallas, TX, US | Religious | 2017 |
| Christian Science Broadcast Committ | $9,000 | Dallas, TX, US | Religious | 2016 |
Foundations Similar to Joe And Mary Upshaw Family Foundation
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
James L Pease Bo Third Cong Soc
EIN: 04-6019068 | 4 grants awarded |
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Marion Chesley Trust
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$5,818
median grant |
Dallas, TX
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|
Maude M Howes Memorial Trust
EIN: 04-6020903 | 4 grants awarded |
$0
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$14,294
median grant |
Dallas, TX
Same state |
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|
Sara Mayhew Bo Edgartwn Cong Ch
EIN: 04-6020456 | 12 grants awarded |
$0
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$12,550
median grant |
Dallas, TX
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|
|
Faulconer Scholarship Programs
EIN: 01-0752611 | 37 grants awarded |
$0
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$10,500
median grant |
Tyler, TX
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Contact Information
Official contact details for Joe And Mary Upshaw Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 75-2685047 |
| Website | N/A |
| Address | 651 E HIGHLAND ST Southlake, TX 76092 |
Key People (3)
Board members, trustees, and key staff who oversee Joe And Mary Upshaw Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-trustee | Mary Jo Milner |
|---|---|
| Co-trustee | Hugh Gene Upshaw |
| Co-trustee | Richard Evermond Upshaw |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Joe And Mary Upshaw Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.