The California State Capitol

Form 990-PFTax year 2024EIN 95-4457104

The Upbeat Foundation

A private foundation in Westlake Village, CA. Its return for tax year 2024 lists 1 grant and $900 paid in grants.

Tax year 2024 (period ending Nov 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $900

    Grants listed
    1
    Assets, end of year
    $13,526
  • Tax year 2023

    $600

    Grants listed
    1
    Assets, end of year
    $16,797
  • Tax year 2022

    $1,500

    Grants listed
    2
    Assets, end of year
    $19,129
  • Tax year 2021

    $1,200

    Grants listed
    2
    Assets, end of year
    $21,942
  • Tax year 2020

    $1,500

    Grants listed
    2
    Assets, end of year
    $24,347
  • Tax year 2019

    $1,600

    Grants listed
    2
    Assets, end of year
    $27,350
  • Tax year 2018

    $1,700

    Grants listed
    1
    Assets, end of year
    $30,931

Grants paid in 2024

1 grant, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Unrestricted

    $900

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Stacy AllenPresident & CEO Hours 0Pay $0
  • Jack KaplanTreasurer Hours 0Pay $0

The return

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