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UPWARD TREND FOUNDATION

NEW SMYRNA BEACH, FLEIN: 87-1125357

Data sourced from IRS 990 public filings

UPWARD TREND FOUNDATION The Upward Trend Foundation is a 501-(C)(3) established in 2021 to raise funds to help eliminate out of pocket costs for families who are seeking private education and evidence-based therapies for their students with special needs. In 2023, scholarships were awarded to the families of 15 individual special needs children.

UPWARD TREND FOUNDATION has received 5 grants from 2 known foundation funders. Revenue decreased from $94,504 in 2024 to $31,107 in 2025. Most recent reported revenue: $31,107.

Annual Revenue

$31,107

Known Funders

2

Grants Received

5

Financial History

YearRevenueExpensesAssets
2025$31,107$57,474$7,477
2024$94,504$79,911$33,844

Top Funders

$10,000 (2023)
$128 (2023)
$35 (2023)

Key Personnel

From 2025 IRS 990 filing

J

JORDAN TOTH

DIRECTOR

R

ROGER WHITEMAN

DIRECTOR

M

MARC BILLINGS

DIRECTOR

C

CHAG CHESLEY

DIRECTOR

J

JESSE THOMPSON

DIRECTOR

S

SAMANTHA BERGERON

DIRECTOR

M

MARC LUCENTE

TREASURER

V

VERONICA PATTERSON

SECRETARY

C

CHAD CHESLEY

VICE PRESIDE

A

ANGIE JETT

PRESIDENT

Frequently Asked Questions

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    UPWARD TREND FOUNDATION (EIN: 87-1125357) - Funders & 990 Data | Signal990