Dr Fred W Upson Grant In Aid Trust Fund is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1992, with $13,647 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$14K
▲ 31.3% vs prior year
Expenses (FY2024)
$24K
Net assets
$350K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Dr Fred W Upson Grant In Aid Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Dr Fred W Upson Grant In Aid Trust Fund: 177 mo reserves · -74% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Dr Fred W Upson Grant In Aid Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Dr Fred W Upson Grant In Aid Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $41K (FY2013) to $14K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-73.7%
Spent more than it raised in the latest fiscal year.
Total assets
$350K
Total liabilities
$0
Net assets
$350K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $13,647▲31.3% | $23,701▼2.1% | $349,785▼2.8% | $349,785▼2.8% | 990PF |
| 2023 | $10,395▼76.9% | $24,202▼14.7% | $359,842▼3.7% | $359,842▼3.7% | 990PF |
| 2022 | $44,948▲5.2% | $28,358▲22.2% | $373,655▲4.6% | $373,655▲4.6% | 990PF |
| 2021 | $42,743▲227% | $23,210▼6.0% | $357,263▲5.8% | $357,263▲5.8% | 990PF |
| 2020 | $13,076▼49.5% | $24,680▼1.3% | $337,749▼3.3% | $337,749▼3.3% | 990PF |
| 2019 | $25,881▲109% | $25,000▼3.0% | $349,385▲0.1% | $349,385▲0.1% | 990PF |
| 2018 | $12,360▲26.2% | $25,769▲4.3% | $348,917▼3.7% | $348,917▼3.7% | 990PF |
| 2017 | $9,797▲26.5% | $24,702▲2.1% | $362,326▼3.9% | $362,326▼3.9% | 990PF |
| 2016 | $7,744▼14.6% | $24,204▲28.0% | $376,945▼4.2% | $376,945▼4.2% | 990PF |
| 2015 | $9,069▼79.2% | $18,906▼43.7% | $393,412▼2.5% | $393,412▼2.5% | 990PF |
| 2014 | $43,547▲7.1% | $33,578▲43.9% | $403,607▲2.5% | $403,614▲2.5% | 990PF |
| 2013 | $40,670 | $23,331▼0.3% | $393,638▲4.6% | $393,731▲4.6% | 990PF |
| 2012 | — | $23,392▲17.2% | $376,299 | $376,299 | 990PF |
| 2011 | — | $19,965 | $376,270 | $376,270 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Dr Fred W Upson Grant In Aid Trust Fund (EIN 47-6057294) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.