Upshot Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $1K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
-63.1% YoY
Annual Giving
$1K
Grant Count
1
Avg Grant Size
$1K
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.
About Upshot Foundation
Based on IRS filings
Upshot Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $1K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Tia Scheible Dog Rescure ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TIA SCHEIBLE DOG RESCURE RINCON, PR | DONATION TO DOG RESCUE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STUART BERNSEN | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Upshot Foundation?
Upshot Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LUQUILLO, PR. It holds $2.2M in total assets as of 2024.
How large is Upshot Foundation?
As of 2024, Upshot Foundation holds $2.2M in total assets with $58K in annual revenue. It awarded 1 grants totaling $1K in 2024.
Where does Upshot Foundation operate?
Upshot Foundation has awarded grants in Illinois, Pr.
What size grants does Upshot Foundation award?
In 2024, Upshot Foundation awarded 1 grants totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Upshot Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Upshot Foundation reported a distributable amount of $108K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Upshot Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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