South Carolina · Nonprofit
THE UPTON TRIO
THE UPTON TRIO (South Carolina) receives grants from 2 organizations whose IRS filings report $30,600 to it, the largest being BERRIEN COMMUNITY FOUNDATION INC ($30,000). 1 of them have funded it in more than one year, and 98% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2023
- $34k
- Funders on record
- 2
- Grants received
- $31k
- Net assets
- $53k
What The Upton Trio does
Mission
Performances of multicultural music
As stated on its FY2023 Form 990-EZ.
Program
The group promotes multicultural music with ensemble performances in public schools and for the general public.
$42,700 spent100% of program spending
The program described on its FY2021 Form 990-EZ. Program spending in total: $42,700.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $67k to $53k (−21%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
83% of THE UPTON TRIO’s revenue is contributions — more donation-reliant than the typical peer (78% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 7 reported years ran a deficit.
Who funds it, year by year
2017 → 2019: the base held at 1 funder, grant income fell $30k → $300.
1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 98% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of THE UPTON TRIO’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
THE UPTON TRIO leans on a few funders — its largest provides 98% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
98% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE UPTON TRIO.
Largest funder’s share by year: 2017 100% · 2018 100% · 2019 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
98% of THE UPTON TRIO's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $600 that is directly attributable, 100% of it comes from funders outside South Carolina, across 1 state.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $30k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
THE UPTON TRIO's revenue fell 26% between 2017 and 2023.
this organization peer median middle 50% of peers· 14,279 arts & culture nonprofits under $100k, FY2023
Organizations like THE UPTON TRIO
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In South Carolina
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Public support
49%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for THE UPTON TRIO: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds THE UPTON TRIO?
- THE UPTON TRIO (South Carolina) receives grants from 2 organizations whose IRS filings report $30,600 to it, the largest being BERRIEN COMMUNITY FOUNDATION INC ($30,000). 1 of them have funded it in more than one year, and 98% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does THE UPTON TRIO have?
- IRS filings report 2 organizations giving $30,600 in grants to THE UPTON TRIO, 1 of which have funded it in more than one year.
- Who is the largest funder of THE UPTON TRIO?
- BERRIEN COMMUNITY FOUNDATION INC is the largest funder on record, with $30,000 in grants. The full list of funders is on this page.
- How can an organization like THE UPTON TRIO find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in South Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Upton Trio →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2023 (financials across 2017–2023), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing