The Upbeat Charitable Foundation
The Upbeat Charitable Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $128K.
The Upbeat Charitable Foundation at a glance
In short: The Upbeat Charitable Foundation gave $8K across 2 grants in 2024 (avg $4K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $8,000
- Grants made (2024)
- 2
- Average grant
- $4,000
- Median grant
- $4,000
- Total assets
- $1,341,271
- Primary geography
- California (81% 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 The Upbeat Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was DMHS Performing Arts Association Inc ($7K). Together the top 2 received $8K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How The Upbeat Charitable Foundation gives
- In 2024 it paid out 55% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| DMHS Performing Arts Association Inc San Jose, CA | General & Unrestricted | $6,500 |
| The Education Foundation for Joint School District Meridian, ID | Eagle High School's Drama Department Fund | $1,500 |
Ready to take the next step with The Upbeat Charitable Foundation?
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 | $1,341,271 | $577,950 | $22,789 | $8,000 | 2 | $22,489 | $127,850 | $41,020 |
| 2022 | $376,533 | $386,106 | $10,593 | — | — | $10,593 | $1,106 | $2,166 |
Under IRS private-foundation payout rules, The Upbeat Charitable Foundation reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Upbeat Charitable Foundation is led by Monique Butler, Director, President & Treasurer on every filing since 2022; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Monique Butler
Director, President & Treasurer
On filings since 2022
1 hr/week
No compensation reported
David G Butler
Director & Secretary
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "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 The Upbeat Charitable Foundation
How much does The Upbeat Charitable Foundation give each year?
The Upbeat Charitable Foundation gave $8K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.
How large is The Upbeat Charitable Foundation?
The Upbeat Charitable Foundation reported $1.3M in total assets on its 2024 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Upbeat Charitable Foundation operate?
The Upbeat Charitable Foundation has awarded grants in California, Idaho.
What is The Upbeat Charitable Foundation's EIN?
The Upbeat Charitable Foundation's EIN (Employer Identification Number) is 88-3642397. IRS Form 990 filing data is available on this page for 2022–2024.
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 2022–2024
Live grants for the work The Upbeat Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Upbeat Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Delaware
TLC Foundation
Milwaukee, WI
Assets
$11.5M
Grants
5
Total Given
$571K
Jannus Inc
Boise, ID
Jannus funds community health, public policy, and economic opportunity programs, with recent grants focused heavily on refugee resettlement, education, and related services. Its 2025 grants ranged from $5,663 to $2.58 million, with a median of about $210,000; its work is primarily in Idaho, though some funding went to Virginia. The profile does not state whether it accepts unsolicited requests.
Assets
$14.0M
Grants
11
Total Given
$6.2M
Scentsy Family Foundation Inc
Meridian, ID
The Scentsy Family Foundation supports established nonprofits and community organizations addressing critical needs, with priorities including children, families, and communities; its stated focus areas include food insecurity, childhood cancer, and breast cancer. In 2025, grants were typically $7,500, and it supports organizations in the United States and Canada. It accepts monetary donation and sponsorship requests through its Direct Giving program when applications are open; the application is currently closed.
Assets
$11K
Grants
15
Total Given
$113K
Bessie Minor Swift Foundation
Reston, VA
The foundation funds literacy and educational enrichment programs, including reading, writing, STEM/STEAM, and related learning activities, in Washoe County, Nevada; Ada and Canyon Counties, Idaho; and North County San Diego, California. Recent grants were typically $1,500–$5,000, with a $5,000 median. Although its website describes an application process, its 2025 filing says it does not accept unsolicited funding requests.
Assets
$2.1M
Grants
20
Total Given
$84K
United Way of Treasure Valley Inc
Boise, ID
United Way of Treasure Valley funds local health, youth opportunity, financial security, and community resilience programs, including mental health, housing, food, early learning, and job-skills support. Its community investment guidelines set awards at $10,000–$50,000, averaging $26,000, for eligible services in specified Treasure Valley counties in Idaho and Malheur County, Oregon. It accepts Letters of Intent from nonprofits for its annual Community Fund cycle; the 2026–27 cycle is closed.
Assets
$6.3M
Grants
51
Total Given
$7.3M
The Azek Cares Foundation
Chicago, IL
The AZEK Cares Foundation supports a range of charitable organizations and programs, including housing, arts, education, veterans’ services, and community initiatives. In 2025, it made 91 grants totaling about $972,000; awards ranged from $27 to $125,000, with a median of $5,000, and went to organizations in several states, especially Ohio, Minnesota, Pennsylvania, Illinois, and California. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$535K
Grants
91
Total Given
$972K
More similar funders
More Funders in Delaware
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Upbeat Charitable Foundation'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.
The Upbeat Charitable Foundation down — hundreds of funders to go?