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.
Key facts about Upper Investment Group Foundation
- EIN
- 87-0734802
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $504,870
Data from IRS Form 990-PF, 2024; updated September 2026.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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.
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.
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.
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