Franklin S Upham Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,843
Expenses
$16,761
Net Income
$4,082
Net Assets
$216,869
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,054
29.0%
Sales of Assets $14,789
71.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,101
78.2%
Compensation of Officers* $4,603
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $216,869
Total Liabilities $0
Net Assets $216,869
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $4,603 $0

Document Links

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,090
Expenses
$14,639
Net Income
-$6,549
Net Assets
$212,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,735
70.9%
Sales of Assets $1,794
22.2%
Other Income $561
6.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,341
77.5%
Compensation of Officers* $4,235
28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $212,979
Total Liabilities $0
Net Assets $212,979
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $4,235 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$2,023
Expenses
$14,295
Net Income
-$16,318
Net Assets
$213,138
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,699
Sales of Assets -$6,722
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,969
69.7%
Compensation of Officers* $4,266
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $213,138
Total Liabilities $0
Net Assets $213,138
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $4,266 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,235
Expenses
$18,053
Net Income
$26,182
Net Assets
$225,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,654
10.5%
Sales of Assets $39,543
89.4%
Other Income $38
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,551
80.6%
Compensation of Officers* $4,477
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $225,038
Total Liabilities $0
Net Assets $225,038
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $4,477 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,633
Expenses
$15,462
Net Income
-$829
Net Assets
$234,395
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,925
26.8%
Sales of Assets $10,708
73.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,539
74.6%
Compensation of Officers* $4,471
28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $234,396
Total Liabilities $1
Net Assets $234,395
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,471 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,671
Expenses
$13,789
Net Income
$4,882
Net Assets
$200,805
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,713
25.2%
Sales of Assets $13,774
73.8%
Other Income $184
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,473
76.0%
Compensation of Officers* $4,477
32.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $200,806
Total Liabilities $1
Net Assets $200,805
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,477 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,180
Expenses
$15,562
Net Income
-$2,382
Net Assets
$203,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,447
33.7%
Sales of Assets $8,733
66.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,669
75.0%
Compensation of Officers* $4,465
28.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $203,204
Total Liabilities $0
Net Assets $203,204
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,465 $0

Document Links

Fiscal Year Ending Aug.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,912
Expenses
$13,218
Net Income
-$5,306
Net Assets
$218,604
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,851
61.3%
Sales of Assets $2,472
31.2%
Other Income $589
7.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,345
78.3%
Compensation of Officers* $4,531
34.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $218,604
Total Liabilities $0
Net Assets $218,604
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,531 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,113
Expenses
$14,448
Net Income
-$9,335
Net Assets
$221,893
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,138
80.9%
Sales of Assets $975
19.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,339
71.6%
Compensation of Officers* $4,516
31.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,893
Total Liabilities $0
Net Assets $221,893

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,101
Expenses
$12,643
Net Income
$23,458
Net Assets
$227,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,557
15.4%
Sales of Assets $30,544
84.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,094
79.8%
Compensation of Officers* $3,906
30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $227,181
Total Liabilities $0
Net Assets $227,181

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,321
Expenses
$13,960
Net Income
-$5,639
Net Assets
$200,824
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,141
85.8%
Sales of Assets $1,180
14.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,907
85.3%
Compensation of Officers* $3,346
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $200,824
Total Liabilities $0
Net Assets $200,824

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,932
Expenses
$12,801
Net Income
-$7,869
Net Assets
$207,811
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,043
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,845
84.7%
Compensation of Officers* $3,112
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $207,811
Total Liabilities $0
Net Assets $207,811

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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