The Rw Upson Family Foundation

EIN 93-4192653 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

97%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

237%

Faster asset growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

144%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$475,342

Up $334,104 (+237%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$475,342

Up $334,104 (+237%) from 2023

Operations

Liabilities / Revenue66th percentile Net Margin97th percentile

Revenue

$344,010

Up $202,772 (+144%) from 2023

Expenses

$9,906

Up $9,906 from 2023

Net Income

$334,104

Up $192,866 (+137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$475,342

Liabilities$0

Net Assets$475,342

Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$344,010

Expenses$9,906

Net Income$334,104

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $475,342
Liabilities: $0
Net assets: $475,342
Revenue: $344,010
Expenses: $9,906
Net income: $334,104

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.75	$0.00	$4.75	$3.44	$0.10	$3.34
2023Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$1.41	$0.00	$1.41

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Jul 23, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Candace Bignell	Director	-	$0	-	-
Christopher Bignell	Director	-	$0	-	-
Derek Upson	Dir, Pres, Sec, Treas	-	$0	-	-
Gilbert Upson	Director	-	$0	-	-
Wendy Upson	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The RW Upson Family Foundation
EIN: 93-4192653
In Care Of: % Foundation Source
Phone: 8008391754
Address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name: Derek Upson
Title: President
Phone: 8008391754
Signed: 2025-07-23
Discuss with paid preparer: Yes

Preparer

Firm: Foundation Source
Address: 3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer: Jeffrey D Haskell
Phone: 8008391754

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Candace Bignell
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Christopher Bignell
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	2	Derek Upson
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	3	Gilbert Upson
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	4	Wendy Upson
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	8614
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	392
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	18326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9006
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	9712
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	392
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	2	3
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Bignell Christopher
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	Upson Derek
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	2	Upson Gilbert
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	23 Senator Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	121 Hardings Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	2	585 Pine Grove Ln
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	East Longmeadow
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	Chatham
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	2	Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	2	FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	01116
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	02633
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	2	34103
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	2	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	152131
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	126866
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	2	57188
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	5	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	6	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	7	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	8	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	9	3
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	10	3
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	5403
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	18910
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	26113
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	51074
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	25060
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	5	25571
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	6	13030
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	7	24607
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	8	89228
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	9	30700
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	10	26488
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	ELI LILLY & CO LLY, 6 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	ELI LILLY & CO LLY, 21 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	ELI LILLY & CO LLY, 29 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	EXXON MOBIL CORP XOM, 448 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	DANAHER CORP DHR, 98 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	5	DANAHER CORP DHR, 100 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	6	WEYERHAEUSER CO WY, 375 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	7	ELI LILLY & CO LLY, 42 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	8	EXXON MOBIL CORP XOM, 875 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	9	PERSONALIS ORD SHS PSNL, 5000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	10	TORONTO DOMINION TD, 500 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2024-06-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2024-06-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2024-06-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2024-06-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2024-06-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	5	2024-06-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	6	2024-01-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	7	2024-01-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	8	2024-01-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	9	2024-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	10	2024-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	3981
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	3900
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3981
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	3900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	25
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	Bignell Christopher
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	1	Upson Gilbert
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	2	Bignell Candace
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	3	Upson Wendy
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	23 Senator Dr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	1	585 Pine Grove Ln
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	2	23 Senator Dr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	3	121 Hardings Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	East Longmeadow
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	1	Naples
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	2	East Longmeadow
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	3	Chatham
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	1	FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	2	MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	3	MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	01116
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	1	34103
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	2	01116
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	3	02633
TaxesSchedule/TaxesDetail/Amt	0	900
TaxesSchedule/TaxesDetail/CategoryTxt	0	990-PF Estimated Tax for 2024
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Derek Upson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The RW Upson Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	RWUP
ReturnHeader/Filer/EIN	0	934192653
ReturnHeader/Filer/InCareOfNm	0	% Foundation Source
ReturnHeader/Filer/PhoneNum	0	8008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm	0	Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11042
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeffrey D Haskell
ReturnHeader/ReturnTs	0	2025-07-31T07:25:11-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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