Onward & Upward Initiative
Onward & Upward Initiative is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $963K in total assets. In 2024, it awarded 1 grant totaling $25K. Net investment income was $502K.
Onward & Upward Initiative at a glance
In short: Onward & Upward Initiative gave $25K across 1 grant in 2024 (avg $25K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $25,000
- Grants made (2024)
- 1
- Average grant
- $25,000
- Median grant
- $25,000
- Total assets
- $962,569
- -62.6% vs 2023
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Onward & Upward Initiative funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was One by One Leadership Foundation Inc ($25K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Onward & Upward Initiative gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| One by One Leadership Foundation Inc Immokalee, FL | General Support | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $962,569 | $1,374,854 | $2,666,841 | $25,000 | 1 | $2,661,804 | $502,040 | $55,623 |
| 2023 | $2,573,147 | $3,511,800 | $2,455,545 | — | — | $2,453,831 | $476,964 | $71,068 |
| 2022 | $1,399,686 | $535,501 | $2,108,730 | — | — | $2,107,016 | — | $56,309 |
| 2021 | $3,006,252 | $2,708,966 | $2,019,354 | — | — | $2,005,950 | $15,003 | $93,988 |
| 2020 | $2,286,310 | $2,586,746 | $1,662,593 | — | — | — | $1,068,952 | $62,555 |
Under IRS private-foundation payout rules, Onward & Upward Initiative reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Onward & Upward Initiative is led by James J. Jensen, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
James J. Jensen
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Onward & Upward Initiative
How much does Onward & Upward Initiative give each year?
Onward & Upward Initiative gave $25K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is Onward & Upward Initiative?
Onward & Upward Initiative reported $963K in total assets on its 2024 IRS Form 990-PF. It paid out $2.7M in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets).
Where does Onward & Upward Initiative operate?
Onward & Upward Initiative has awarded grants in Florida.
What is Onward & Upward Initiative's EIN?
Onward & Upward Initiative's EIN (Employer Identification Number) is 75-2707910. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from Onward & Upward Initiative's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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