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THE UPWARD TREND FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: THE UPWARD TREND FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 25 Jan 2022 (3 years ago)
Last Event: AMENDMENT
Event Date Filed: 28 Feb 2022 (3 years ago)
Document Number: N22000001142
FEI/EIN Number 87-1125357

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 311 N Orange Street, New Smyrna Beach, FL, 32168, US
Mail Address: 311 N Orange Street, New Smyrna Beach, FL, 32168, US
ZIP code: 32168
County: Volusia
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LUCENTE MARC Treasurer 311 N Orange Street, New Smyrna Beach, FL, 32168
PATTERSON VERONICA Secretary 311 N Orange Street, New Smyrna Beach, FL, 32168
McKenna David President 311 N Orange Street, New Smyrna Beach, FL, 32168
Bolin Tracey Director 311 N Orange Street, New Smyrna Beach, FL, 32168
Chesley Chad Vice President 311 N Orange Street, New Smyrna Beach, FL, 32168
McKenna David Agent 311 N Orange Street, New Smyrna Beach, FL, 32168

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-09-25 McKenna, David -
CHANGE OF PRINCIPAL ADDRESS 2023-01-31 311 N Orange Street, New Smyrna Beach, FL 32168 -
CHANGE OF MAILING ADDRESS 2023-01-31 311 N Orange Street, New Smyrna Beach, FL 32168 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-31 311 N Orange Street, New Smyrna Beach, FL 32168 -
AMENDMENT 2022-02-28 - -

Documents

Name Date
AMENDED ANNUAL REPORT 2024-07-02
ANNUAL REPORT 2024-02-08
AMENDED ANNUAL REPORT 2023-09-25
ANNUAL REPORT 2023-01-31
Amendment 2022-02-28
Domestic Non-Profit 2022-01-25

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
87-1125357 Corporation Unconditional Exemption 311 N ORANGE ST, NEW SMYRNA, FL, 32168-6733 2021-08
In Care of Name % AMY MICHAELIS
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2024-12
Asset 25,000 to 99,999
Income 25,000 to 99,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 33844
Income Amount 94504
Form 990 Revenue Amount 94504
National Taxonomy of Exempt Entities Education: Alliance/Advocacy Organizations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_87-1125357_THEUPWARDTRENDFOUNDATION_06092021_00.tif

Form 990-N (e-Postcard)

Organization Name UPWARD TREND FOUNDATION
EIN 87-1125357
Tax Year 2022
Beginning of tax period 2022-01-01
End of tax period 2022-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 311 North Orange Street, New Smyrna Beach, FL, 32168, US
Principal Officer's Name David McKenna
Principal Officer's Address 311 North Orange Street, New Smyrna Beach, FL, 32168, US
Organization Name UPWARD TREND FOUNDATION
EIN 87-1125357
Tax Year 2021
Beginning of tax period 2021-01-01
End of tax period 2021-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 311 Orange Street, New Smyrna Beach, FL, 32168, US
Principal Officer's Name Veronica Patterson
Principal Officer's Address 311 North Orange Street, New Smyrna Beach, FL, 32168, US

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UPWARD TREND FOUNDATION
EIN 87-1125357
Tax Period 202312
Filing Type E
Return Type 990EZ
File View File

Date of last update: 01 Apr 2025

Sources: Florida Department of State