Upshot Foundation
Upshot Foundation is a private foundation, based in Luquillo, PR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 1 grant totaling $1K.
Upshot Foundation at a glance
In short: Upshot Foundation gave $1K across 1 grant in 2024 (avg $1K), mostly in Puerto Rico. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,000
- Grants made (2024)
- 1
- Average grant
- $1,000
- Median grant
- $1,000
- Total assets
- $2,199,787
- -63.1% vs 2023
- Primary geography
- Puerto Rico (100% 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 Upshot Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was TIA Scheible Dog Rescure ($1K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Upshot Foundation gives
- Giving grew 100% from 2021 to 2024. Method
- In 2024 it paid out 1% 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
From 2021 to 2024, annual grant giving ranged from $500 (2021) to $2K (2022). In 2024 it made 1 grant totaling $1K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| TIA Scheible Dog Rescure Rincon, PR | Donation to Dog Rescue | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,199,787 | $57,675 | $3,813,150 | $1,000 | 1 | $1,000 | — | $108,340 |
| 2023 | $5,955,262 | $107,813 | $1,450 | — | — | — | $102,013 | $291,879 |
| 2022 | $5,848,899 | $48,910 | $34,586 | $1,500 | 2 | $1,500 | $11,507 | $287,898 |
| 2021 | $5,834,575 | $264,863 | $4,620 | $500 | 1 | — | — | — |
| 2020 | — | $3,946,357 | $403,172 | — | — | — | — | — |
Under IRS private-foundation payout rules, Upshot Foundation reported a distributable amount of $108K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Upshot Foundation is led by Stuart Bernsen, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Stuart Bernsen
Trustee
On filings since 2020
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 Upshot Foundation
How much does Upshot Foundation give each year?
Upshot Foundation gave $1K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is Upshot Foundation?
Upshot Foundation reported $2.2M in total assets on its 2024 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $108K (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 Upshot Foundation operate?
Upshot Foundation has awarded grants in Illinois, Puerto Rico.
What is Upshot Foundation's EIN?
Upshot Foundation's EIN (Employer Identification Number) is 84-1730205. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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