Onward & Upward Initiative is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $25K. Net investment income was $502K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$963K
-62.6% YoY
Annual Giving
$25K
Grant Count
1
Avg Grant Size
$25K
About Onward & Upward Initiative
Based on IRS filings
Onward & Upward Initiative is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $25K. Net investment income was $502K.
Focus Areas
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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 | $962,569 | $2,573,147 | $1,399,686 |
| Revenue | $1,374,854 | $3,511,800 | $535,501 |
| Expenses | $2,666,841 | $2,455,545 | $2,108,730 |
| Qualifying Distributions | $2,661,804 | $2,453,831 | $2,107,016 |
| Net Investment Income | $502,040 | $476,964 | — |
| Distributable Amount | $55,623 | $71,068 | $56,309 |
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
1 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 |
|---|---|---|---|
| JAMES J JENSEN | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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