Funder DirectoryJOE AND MARY UPSHAW FAMILY FOUNDATION
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EIN 752685047

JOE AND MARY UPSHAW FAMILY FOUNDATION

SOUTHLAKE, TX 76092

Total Assets

FY 2018

Annual Giving

$1.7M

FY 2018

Grants Made

4

FY 2018

Avg Grant

$421K

FY 2018

Grant Range

$8K–$1.1M

Typical

Deadlines

Applications

Financial Snapshot

2018 filing

Total Revenue

$176K

Total Expenses

$1.7M

Distributable Amount

$45K

Min. Investment Return

$46K

Grant Range

4 grants

Grant sizes from minimum $8K through median $288K to maximum $1.1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Top Recipients

4 grants

RENAISSANCE CHARITABLE FOUNDATION
$1.1M
2 grants
FIDELITY INVESTMENTS CHARITABLE GIF
$558K
1 grant
THE FIRST CHURCH OF CHRIST SCIENTIS
$8K
1 grant

Grant Size Distribution

4 grants

<$10K
1
grants
$10–50K
1
grants
$50–250K
$250K–1M
1
grants
$1–5M
1
grants
$5M+

Geographic Focus

3 states

Indiana
$1.1M
66% of total
Massachusetts
$558K
33% of total
Texas
$8K
0% of total

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