Upper Investment Group Foundation

EIN 870734802

Stevenson Ranch, CA 91381 |(626) 839-5588

Total Given 2019–2021
$12K
4 grants · $4K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$3K
typical micro grants · $961–$5K
grant size
100%
deep partner · 2/2 multi-year
repeat
$6K
Assets (2020)
2
Distinct Recipients

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person VARIOUS INDIVIDUALS
Phone (626) 839-5588

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 N/A $0 $6K N/A
2017 N/A $0 $6K N/A
2019 $5K $0 $11K 1
2020 $5K $6K $5K 2
2021 $1K $0 $0 1
2022 N/A $0 $0 N/A
2023 N/A $0 $0 N/A

Grant Size Distribution

Based on 4 grants on record

Minimum
$467
25th Pctl
$961
Median
$3K
Average
$3K
75th Pctl
$5K
Maximum
$5K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

NT
Nelson Tan
President Leadership

Grants Awarded (4 total)

Purpose
Cause Pasadena, CA $5,000 EDUCATIONAL 2020
Cause Pasadena, CA $5,000 EDUCATIONAL 2019
Various Individuals Various Cities, CA $1,126 AWARDS 2021
Various Individuals Various Cities, CA $467 AWARDS 2020