The Upbeat Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Upbeat Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 95-4457104
Foundation Overview
Based in Westlake Village, CA, The Upbeat Foundation has awarded 20 grants totaling $16,600 to organizations in California, Arizona and 2 other states across the US. Individual grants range from $100 to $2,000, with a median award of $800.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
80% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Santa Monica (38%), Encino (25%), Los Angeles (19%).
Funding Trajectory
Declining funding trend with 72% decrease over 9 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Dual focus on general purposes (67%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Upbeat Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| American Red Cross | $900 | Santa Monica, CA, US | Unrestricted | 2024 |
| Global Empowerment Mission | $600 | Doral, FL, US | Unrestricted | 2023 |
| Global Empowerment Mission | $600 | Doral, FL, US | Unrestricted | 2023 |
| San Fernando Cocaine Anonymous | $1,000 | Encino, CA, US | Unrestricted | 2022 |
| The Pug Queen Foundation | $500 | Los Angeles, CA, US | Unrestricted | 2022 |
| San Fernando Cocaine Anonymous | $1,000 | Encino, CA, US | Unrestricted | 2022 |
| The Pug Queen Foundation | $500 | Los Angeles, CA, US | Unrestricted | 2022 |
| American Red Cross | $450 | Santa Monica, CA, US | Unrestricted | 2021 |
| The North Hollywood Group | $750 | Sherman Oaks, CA, US | Unrestricted | 2021 |
| American Red Cross | $500 | Santa Monica, CA, US | Unrestricted | 2020 |
| The Barbell Saves Project | $1,000 | Phoenix, AZ, US | Unrestricted | 2020 |
| American Red Cross | $800 | Santa Monica, CA, US | Unrestricted | 2019 |
| Anti-recidivism Coalition | $800 | Los Angeles, CA, US | Unrestricted | 2019 |
| American Red Cross | $2,000 | Santa Monica, CA, US | Unrestricted | 2017 |
| American Red Cross | $2,000 | Santa Monica, CA, US | Hurricane Maria Relief | 2016 |
| American Academy Of Workers Comp Sp | $1,300 | Huntington Beach, CA, US | Unrestricted | 2015 |
| San Fernando Valley Cocaine Anonymo | $800 | Encino, CA, US | Unrestricted | 2015 |
| San Gabriel Pomona Valley Cocainean | $200 | Encino, CA, US | Unrestricted | 2015 |
| Melanoma Research Foundation | $100 | Washington, DC, US | Unrestricted | 2015 |
| Institute Of Mentalphysics | $800 | Joshua Tree, CA, US | Unrestricted | 2015 |
Foundations Similar to The Upbeat Foundation
Discover 5 foundations with comparable assets ($13,499-$13,720), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Rise Up Foundation
EIN: 80-0299662 | 93 grants awarded |
$13,499
(≈ Similar) |
$1,065
median grant |
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Song Family Foundation
EIN: 27-1523360 | 1 grants awarded |
$13,597
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$785
median grant |
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|
|
Truecare Charities Inc
EIN: 83-0883648 | 31 grants awarded |
$13,630
(≈ Similar) |
$1,000
median grant |
Cerritos, CA
Same state |
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|
Sraberg Family Charitable Foundation Inc
EIN: 95-4424033 | 1 grants awarded |
$13,646
(≈ Similar) |
$448
median grant |
Beverly Hills, CA
Same state |
|
|
The Olson Family Foundation
EIN: 20-4600940 | 14 grants awarded |
$13,720
(≈ Similar) |
$500
median grant |
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Related Foundation Resources in CA:
Contact Information
Official contact details for The Upbeat Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 95-4457104 |
| Website | N/A |
| Address | 340 N WESTLAKE BLVD STE 220 Westlake Vlg, CA 91362-7032 |
Key People (2)
Board members, trustees, and key staff who oversee The Upbeat Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President & Ceo | Stacy Allen |
|---|---|
| Treasurer | Jack Kaplan |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Upbeat Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.