Lorena Marhaver Up5
Lorena Marhaver Up5 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $123K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$123K
+5.2% YoY
Annual Giving
$6K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$6K
+0.0% YoY
About Lorena Marhaver Up5
Based on IRS filings
Lorena Marhaver Up5 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $123K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $13K.
Ready to take the next step with Lorena Marhaver Up5?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $122,848 | $116,830 | $120,775 |
| Revenue | $13,568 | $3,255 | $-3,256 |
| Expenses | $7,440 | $7,141 | $8,835 |
| Qualifying Distributions | $6,497 | $6,403 | $7,456 |
| Net Investment Income | $12,618 | $2,392 | $1,747 |
| Distributable Amount | $6,969 | $6,416 | $6,574 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $1,579 |
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Harold D Miller Endowment Fund
DALLAS, TX
Assets
$890K
Grants
1
Total Given
$44K
Amarillo Business Foundation
AMARILLO, TX
Assets
$4.2M
Grants
13
Total Given
$222K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Lorena Marhaver Up5 on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities