Upper Investment Group Foundation
Upper Investment Group Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$505K
+48212.9% YoY
Revenue
$504K
Qualifying Distributions
$545
-16.8% YoY
Expenses
$545
-16.8% YoY
About Upper Investment Group Foundation
Based on IRS filings
Upper Investment Group Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 | $504,870 | $1,045 | $1,700 |
| Revenue | $504,370 | — | — |
| Expenses | $545 | $655 | $684 |
| Qualifying Distributions | $545 | $655 | $684 |
| Net Investment Income | $4,370 | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NELSON TAN | Director | — | — |
| ROSSANA TAN | Secretary | — | — |
| WILLIE TAN | CEO | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Upper Investment Group Foundation?
Upper Investment Group Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HACIENDA HEIGHTS, CA. It holds $505K in total assets as of 2024.
How large is Upper Investment Group Foundation?
As of 2024, Upper Investment Group Foundation holds $505K in total assets with $504K in annual revenue.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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