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· Private foundation

The Onward and Upward Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$85k
Granted FY2025still arriving
16
Grants FY2025still arriving
8
States reached
$10k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20182025.

International$153kEducation$101kHealth$74kYouth Development$56kPublic Safety & Disaster$42kEnvironment$20kHousing & Shelter$11kArts & Culture$10kOther$0
02FY2025 · 16 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k12 grants · $45k
  • $10k–50k4 grants · $40k
$5,170
Median grant
8
States reached
$2.0M
Total assets
Largest grants
RecipientAmount
NANTUCKET CONSERVATION FOUNDATION INC$10,100
FEEDING THE ORPHANS$10,000
OPEN HEARTS FOR ORPHANS INC$10,000
HALFTHESTORY$10,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC$7,500
NANTUCKET COTTAGE HOSPITAL$6,000
BIG BROTHERS BIG SISTERS OF THE BAY AREA$6,000
AMERICAN NATIONAL RED CROSS$5,170
THE OPEN DOOR SHELTER INC$5,000
BLOOD CANCER UNITED INC$5,000
DOCS INTERNATIONAL HEALTH AND RESCUE ALLIANCE LTD$5,000
TEAM RUBICON$2,500
IMPACT 100 PALM BEACH COUNTY INC$1,100
WOOFGANG AND CO$1,000
MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION$500
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY21–25, $41k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 37% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 10%MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $500 → 6%AMERICAN NATIONAL RED CROSS: $5k → 11%OPEN HEARTS FOR ORPHANS INC: $10k → 11%AMERICAN NATIONAL RED CROSS: $21k → 9%AMERICAN NATIONAL RED CROSS: $5k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
MA
PA
CT
CA
VA
TN
DC
GA
TX
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

04

Where the work is directed

The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.

About 6% of The Onward and Upward Charitable Foundation’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another.

The Onward and Upward Charitable Foundationlessmore of its giving
Placed by recipient address

Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

91%of every dollar goes to organizations you’ve funded before.
$438k · 16 repeat orgs$41k to everyone else

16 repeat relationships — 10 still active in FY2025, 6 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
8

Total granted

$438k
$20k

Median revenue growth · since first grant

+5%
+123%

Still filing today

81%
88%

New vs renewed · share of each year

In FY2025, 76% of grant dollars renewed an existing relationship; $21k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
HealthEducationHuman ServicesInternationalEnvironmentHousing & ShelterOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • FA
    FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC
    4× · 2021–2024 · $100k · revenue +36%
  • AMERICARES FOUNDATION INC
    5× · 2018–2023 · $83k · revenue +77%
  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    3× · 2021–2025 · $31k · revenue +27%

Funded once

  • AT
    AMERICAN THEATRE WING INC
    one grant, 2023 · $10k · revenue -10%
  • MS
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    one grant, 2023 · $5k
  • NF
    NRF FOUNDATIONgraduated
    one grant, 2019 · $2k · revenue +130%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
The Susan G Komen Breast Cancer Fdn Group

Susan g. komen 's mission is to save lives by meeting the most critical needs in our communities & investing in breakthrough research to prevent & cure breast cancer.

2
The Susan G Komen Breast Cancer Foundation Inc

Susan g. komen has an unmatched, comprehensive 360-degree approach to fighting breast cancer across all fronts and supporting millions of people in the u.s. and in countries worldwide. we advocate for policies to protect patients, drive…

Health
3
Target Als Foundation Inc

Our mission is to break down barriers to als research to find effective treatments. by uniting academia, the pharma and biotech industry, government, venture capital, related nonprofits, and the als community, we aim to overcome the…

Education
4
Mass General Brigham Incorporated & Affiliates Group Return

Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.

Health
5
Project Hope - the People-to-People Health Foundation Inc

To conduct and support programs and activities aimed at solving some of the world's greatest public health challenges, with a specific focus on enabling health workers to have the greatest possible impact on the health of the people they…

International
6
Dana-Farber Cancer Institute Inc

The mission of dfci is to provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases. we train new…

Health
7
Fred Hutchinson Cancer Center

Fred hutch cancer center ("fred hutch") unites innovative research and compassionate care to prevent and eliminate cancer and infectious disease. continued on schedule o

Health
8
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
9
Management Sciences for Health Inc

(msh) saves lives and improves the health of the world's poorest (see schedule o) and most vulnerable people by closing the gap between knowledge and action in public health.

International
10
Lung Cancer Research Foundation

The mission of the lung cancer research foundation is to improve lung cancer outcomes by funding research for the prevention, diagnosis, treatment and cure of lung cancer.

Health
11
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
12
Breakthrough T1D

Breakthrough t1d is the leading global t1d organization working to accelerate life-changing breakthroughs to cure, prevent, and treat t1d and its complications.

Health

For reference, the grantee most central to the portfolio’s shape is Make-a-Wish Foundation of Connecticut Inc and the most unlike its peers is Docs International Health and Rescue Alliance Ltd. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyLand Conservation Organizat…Community Health CentersCommunity Arts OrganizationsChristian Youth CampsDevelopmental Disabilities …Veteran Support ServicesCancer Support OrganizationsPublic University Foundatio…Christian Missionary Organi…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 35 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%4%<5yr14%19%5–10yr19%8%10–20yr16%19%20–35yr13%23%35–55yr16%27%55yr+
THE FIELDby orgYOUR MONEYby value22%2%<5yr14%12%5–10yr19%12%10–20yr16%6%20–35yr13%29%35–55yr16%40%55yr+

The field is 22% startups (under 5 years old) — 4% of your grantees by number, and just 2% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/26
the rest of the field
13%
240,396/1,819,539

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

26 grantees tracked through their own filings, 2017–2026.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172026, not grant rows in a single year — so this will not match the grant count on the cover. 26 of the 30 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
26/26
Grantees still filing
14/26
Grew since you first funded

Where your money sits — by cause, then by grantee

AMERICARES FOUNDATION INC — $82,990 · InternationalAMERICARES FOUNDATION INCFEEDING THE ORPHANS INC — $48,000 · InternationalFEEDING THE ORPHANS INCHALFTHESTORY — $35,000 · HealthHALFTHESTORYBLOOD CANCER UNITED INC — $25,000 · HealthBLOOD CANCER UNITED INCBaptist Health South Florida Foundation Inc — $15,000 · HealthBaptist Health South Flo…MAKE-A-WISH FOUNDATION OF CONNECTICUT INC — $15,000 · HealthMAKE-A-WISH FOUNDATION O…DOCS INTERNATIONAL HEALTH AND RESCUE ALLIANCE LTD — $10,000 · HealthDOCS INTERNATIONAL HEALT…+3 more — $1,985 · HealthFLORIDA ATLANTIC UNIVERSITY FOUNDATION INC — $100,000 · EducationFLORIDA ATLANTIC UNIVERS…+2 more — $1,500 · EducationFUTURES-CT INC DBA WOOFGANG AND CO — $14,500 · OtherFUTURES-CT INC D…AMERICAN NATIONAL RED CROSS — $11,000 · OtherAMERICAN NATIONA…NANTUCKET COTTAGE HOSPITAL — $11,000 · OtherNANTUCKET COTTAG…Big Brothers Big Sisters of the Bay Area — $6,000 · OtherBig Brothers Big…MEMORIAL SLOAN-KETTERING CANCER CENTER — $5,000 · OtherMEMORIAL SLOAN-K…AMERICAN THEATRE WING INC — $10,000 · OtherAMERICAN THEATRE…NAACP LEGAL DEFENSE & EDUC FUND INC — $5,000 · OtherNAACP LEGAL DEFE…IMPACT 100 PALM BEACH COUNTY INC — $3,250 · OtherTEAM RUBICON INC — $2,500 · Other+3 more — $3,500 · OtherAmerican National Red Cross & Its Constituent Chapters and Branches — $30,851 · Human ServicesAmerican …OPEN HEARTS FOR ORPHANS INC — $10,000 · Human ServicesOPEN HEAR…+1 more — $500 · Human ServicesNANTUCKET CONSERVATION FOUNDATION INC — $20,100 · EnvironmentTHE OPEN DOOR SHELTER INC — $11,000 · Housing & Shelter
International$130,990Health$101,985Education$101,500Other$71,750Human Services$41,351Environment$20,100Housing & Shelter$11,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetFLORIDA ATLANTIC UNIVERSITY FOUNDATION INC — $100,000 over 4y, 0.1% of budgetAMERICARES FOUNDATION INC — $82,990 over 5y, 0.0% of budgetFEEDING THE ORPHANS INC — $48,000 over 5y, 1.5% of budgetHALFTHESTORY — $35,000 over 2y, 1.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $30,851 over 3y, 0.0% of budgetBLOOD CANCER UNITED INC — $25,000 over 4y, 0.0% of budgetNANTUCKET CONSERVATION FOUNDATION INC — $20,100 over 3y, 0.0% of budgetBaptist Health South Florida Foundation Inc — $15,000 over 2y, 0.0% of budgetMAKE-A-WISH FOUNDATION OF CONNECTICUT INC — $15,000 over 3y, 0.1% of budgetTHE OPEN DOOR SHELTER INC — $11,000 over 3y, 0.1% of budgetAMERICAN THEATRE WING INC — $10,000 over 1y, 0.3% of budgetDOCS INTERNATIONAL HEALTH AND RESCUE ALLIANCE LTD — $10,000 over 2y, 1.1% of budgetBig Brothers Big Sisters of the Bay Area — $6,000 over 1y, 0.2% of budgetNAACP LEGAL DEFENSE & EDUC FUND INC — $5,000 over 2y, 0.0% of budgetIMPACT 100 PALM BEACH COUNTY INC — $3,250 over 3y, 0.1% of budgetNRF FOUNDATION — $2,000 over 1y, 0.0% of budgetTHE SOUTHAMPTON FRESH AIR HOME — $1,000 over 1y, 0.0% of budgetBLACK GIRLS CODE INC — $1,000 over 1y, 0.0% of budgetTEAM WOOFGANG & CO INC — $1,000 over 1y, 0.2% of budgetNATIONAL BREAST CANCER FOUNDATION INC — $510 over 1y, 0.0% of budgetSMILE TRAIN INC — $500 over 1y, 0.0% of budgetHIRE HEROES USA INC — $500 over 1y, 0.0% of budgetMARC LUSTGARTEN PANCREATIC CANCER FOUNDATION — $500 over 1y, 0.0% of budgetBREASTCANCERORG — $475 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Morgan Stanley Global Impact Funding Trust IncIN9.8× affinity5 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · The Blackbaud Giving Fund · Vanguard Charitable Endowment Program · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Onward and Upward Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 40%0%1%3%5%your share of their income ↑0%8%15%22%30%share of the org’s income from governmentmedian 4%
  • The Open Door Shelter Inc14% of income from government
  • Nantucket Conservation Foundation Inc4% of income from government
  • Americares Foundation Inc0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 30 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph