The Upbeat Foundation
The Upbeat Foundation is a private foundation, based in Westlake Village, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $14K in total assets. In 2025, it awarded 1 grant totaling $900. Net investment income was $97.
The Upbeat Foundation at a glance
In short: The Upbeat Foundation gave $900 across 1 grant in 2025 (avg $900), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $900
- +50.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $900
- +50.0% vs 2024
- Median grant
- $900
- Total assets
- $13,526
- -19.5% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Upbeat Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was American Red Cross ($900).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Upbeat Foundation gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 125% of 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
From 2019 to 2025, annual grant giving ranged from $600 (2024) to $2K (2019). In 2025 it made 1 grant totaling $900.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Red Cross Santa Monica, CA | Unrestricted | $900 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $13,526 | $97 | $3,368 | $900 | 1 | $900 | $97 | $720 |
| 2024 | $16,797 | $210 | $2,542 | $600 | 1 | $600 | $210 | $859 |
| 2023 | $19,129 | $37 | $2,850 | $1,500 | 2 | $1,500 | $37 | $981 |
| 2022 | $21,942 | $10 | $2,415 | $1,200 | 2 | $1,200 | $10 | $1,124 |
| 2021 | $24,347 | $8 | $3,011 | $1,500 | 2 | — | $8 | $1,273 |
| 2020 | $27,350 | $30 | $3,611 | $1,600 | 2 | — | $30 | $1,434 |
| 2019 | $30,931 | $82 | $3,401 | $1,700 | 1 | — | $82 | $1,597 |
Under IRS private-foundation payout rules, The Upbeat Foundation reported a distributable amount of $720 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Upbeat Foundation is led by Stacy Allen, President & CEO on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Stacy Allen
President & CEO
On filings since 2019
No compensation reported
Jack Kaplan
Treasurer
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Foundation
How much does The Upbeat Foundation give each year?
The Upbeat Foundation gave $900 across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $600 across 1 grant.
How large is The Upbeat Foundation?
The Upbeat Foundation reported $14K in total assets on its 2025 IRS Form 990-PF. It paid out $900 in qualifying distributions that year, against a required minimum of $720 (roughly 5% of its investment assets).
Where does The Upbeat Foundation operate?
The Upbeat Foundation has awarded grants in Arizona, California, Florida.
What is The Upbeat Foundation's EIN?
The Upbeat Foundation's EIN (Employer Identification Number) is 95-4457104. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 5, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 14, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2019–2025
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Figures come from The Upbeat 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.
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