Private Foundation

UPPER INVESTMENT GROUP FOUNDATION

UPPER INVESTMENT GROUP FOUNDATION is a private foundation categorized as Private Foundation based in HACIENDA HEIGHTS, CA. Its most recent IRS filing (2024) reports revenue of $504K, expenses of $545, total assets of $505K. Imperigo tracks 3 reported grants from this foundation totaling approximately $10K.

EIN: 870734802 HACIENDA HEIGHTS, CA Latest filing: 2024

Total Revenue$504K

Total Expenses$545

Total Assets$505K

Grants Given3

Grant Total$10K

Filing Years2019–2024

Sample Grants Given

CAUSE

PASADENA, CA · 2020

EDUCATIONAL

$5,000

VARIOUS INDIVIDUALS

VARIOUS CITIES, CA · 2020

AWARDS

$467

CAUSE

PASADENA, CA · 2019

EDUCATIONAL

$5,000

Showing up to 5 of 3 total records — full history available with membership.

Officers & Directors

Director Nelson Tan

Secretary Rossana Tan

CEO Willie Tan

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATIONAL

$10,000 2 grants

AWARDS

$467 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$504K	$545	$505K
2023	—	$655	$1K
2022	—	$684	$2K
2020	$5K	$8K	$6K
2019	$11K	$5K	$9K

Between 2019 and 2024, reported annual revenue grew from $11K to $504K (+4485%), with total assets most recently reported at $505K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

Full geographic grant map with state-by-state breakdown available with membership.

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