Upshot Foundation
LUQUILLO, PR EIN: 84-1730205
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.2M
-63.1% YoY
Annual Giving
$1K
Grant Count
1
Avg Grant Size
$1K
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,199,787 | $5,955,262 | $5,848,899 |
| Revenue | $57,675 | $107,813 | $48,910 |
| Expenses | $3,813,150 | $1,450 | $34,586 |
| Qualifying Distributions | $1,000 | — | $1,500 |
| Net Investment Income | — | $102,013 | $11,507 |
| Distributable Amount | $108,340 | $291,879 | $287,898 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Upshot Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STUART BERNSEN | TRUSTEE | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
PR $2K (67%)
Illinois $1K (33%)
Cities
Lake ForestRincon
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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