Onward & Upward Initiative

DALLAS, TX EIN: 75-2707910

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

Avg Grant Size

$25K

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.

About Onward & Upward Initiative

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $25K (100%)

States

Florida

Cities

Immokalee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include One by One Leadership Foundation Inc ($25,000).

Recipient	Purpose	Amount
ONE BY ONE LEADERSHIP FOUNDATION INC IMMOKALEE, FL	GENERAL SUPPORT	$25,000

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Onward & Upward Initiative?

Onward & Upward Initiative is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $963K in total assets as of 2024.

How large is Onward & Upward Initiative?

As of 2024, Onward & Upward Initiative holds $963K in total assets with $1.4M in annual revenue. It awarded 1 grants totaling $25K in 2024.

Where does Onward & Upward Initiative operate?

Onward & Upward Initiative has awarded grants in Florida.

What size grants does Onward & Upward Initiative award?

In 2024, Onward & Upward Initiative awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Onward & Upward Initiative required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Onward & Upward Initiative reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.