Upper Investment Group Foundation
Upper Investment Group Foundation is a private foundation, based in Hacienda Heights, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $505K in total assets. In 2024, it made $545 in qualifying distributions. Net investment income was $4K.
Upper Investment Group Foundation at a glance
- Total assets
- $504,870
- +48212.9% vs 2023
- Revenue (2024)
- $504,370
- Qualifying distributions (2024)
- $545
- -16.8% vs 2023
- Expenses (2024)
- $545
- -16.8% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Upper Investment Group Foundation funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $1K (2021) to $5K (2020). In 2021 it made 1 grant totaling $1K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $1,126 |
Ready to take the next step with Upper Investment Group Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $504,870 | $504,370 | $545 | — | — | $545 | $4,370 |
| 2023 | $1,045 | — | $655 | — | — | $655 | — |
| 2022 | $1,700 | — | $684 | — | — | $684 | — |
| 2021 | $2,384 | — | $3,742 | $1,126 | 1 | $3,742 | — |
| 2020 | $6,126 | $5,000 | $7,690 | $5,467 | 2 | — | — |
Leadership & Key People
Officers and directors from IRS filings
Upper Investment Group Foundation is led by Willie Tan, CEO on the 2024 filing; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Willie Tan
CEO
New on the 2024 filing
No compensation reported
Nelson Tan
Director
President → Director, 2024
On filings since 2020
No compensation reported
Rossana Tan
Secretary
New on the 2024 filing
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 Upper Investment Group Foundation
How large is Upper Investment Group Foundation?
Upper Investment Group Foundation reported $505K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $504K.
Where does Upper Investment Group Foundation operate?
Upper Investment Group Foundation has awarded grants in California.
What is Upper Investment Group Foundation's EIN?
Upper Investment Group Foundation's EIN (Employer Identification Number) is 87-0734802. 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
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Upper Investment Group Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Upper Investment Group Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
Environmental Health Coalition
National City, CA
The Environmental Health Coalition is dedicated to achieving environmental and social justice. We believe that justice is accomplished by empowered communities acting together to make social change. We organize and advocate to protect public health and
Assets
$1.0M
Grants
1
Total Given
$34K
Mixteco Indigena Community Organizing Project
Oxnard, CA
To support, organize and empower the indigenous migrant communities in California's central coast.
Assets
$14.0M
Grants
2
Total Given
$130K
Health in Partnership
Oakland, CA
Health in Partnership transforms the field of public health to center health equity and builds collective power with social justice movements.
Assets
$9.3M
Grants
5
Total Given
$55K
Eleven Twenty Seven Foundation
Pasadena, CA
Assets
$2.3M
Grants
7
Total Given
$170K
Charles and Patricia Rasmussen Family Foundation
Valencia, CA
The foundation’s 2025 grants supported California organizations working in areas including education, local history, services for people with special needs, family support, veterans, health care, and community-college resources. It awarded 17 grants totaling $186,247, ranging from $500 to $50,000, with a median grant of $5,000; it accepts no unsolicited requests and funds only preselected organizations.
Assets
$2.5M
Grants
17
Total Given
$186K
Penney Family Fund
Berkeley, CA
The Penney Family Fund supports grassroots organizing, advocacy, civic participation, and movement building focused on racial, economic, and environmental justice, with recent grants concentrated in North Carolina, California, Arizona, New Mexico, and Georgia. Its 2024 grants ranged from $250 to $35,000, with a median of $20,000. It does not accept unsolicited requests; proposals are by invitation only.
Assets
$7.0M
Grants
23
Total Given
$414K
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Upper Investment Group 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.
Upper Investment Group Foundation down — hundreds of funders to go?