Upshot Foundation Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Upshot Foundation Inc. Data shown is extracted from Form 990-PF filings.
EIN: 84-2619549
Foundation Overview
Based in Orlando, FL, Upshot Foundation Inc has awarded 40 grants totaling $331,250 to organizations in Florida, Texas and 2 other states across the US. Individual grants range from $250 to $50,000, with a median award of $5,000.
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
2 of 8 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
75% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Orlando (90%), Clermont (10%).
Funding Trajectory
Declining funding trend with 59% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on healthcare (56%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Upshot Foundation Inc'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 |
|---|---|---|---|---|
| Orlando Ballet Inc | $15,000 | Orlando, FL, US | Support For Fine Arts | 2024 |
| Special Olympics Florida Inc | $5,000 | Washington, DC, US | Contribute Equipment, Attire And Health Supplies That Can Help Transform An Athlete's Life | 2024 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2024 |
| Prea Foundation Inc | $2,000 | Hartford, CT, US | Support For Real Estate Advancement | 2024 |
| Orlando Ballet Inc | $15,000 | Orlando, FL, US | Support For Fine Arts | 2024 |
| Special Olympics Florida Inc | $5,000 | Washington, DC, US | Contribute Equipment, Attire And Health Supplies That Can Help Transform An Athlete's Life | 2024 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2024 |
| Prea Foundation Inc | $2,000 | Hartford, CT, US | Support For Real Estate Advancement | 2024 |
| American Heart Association Inc | $2,500 | Dallas, TX, US | Improve Cardiovascular Health Through Research And Education | 2023 |
| Orlando Ballet Inc | $15,000 | Orlando, FL, US | Support For Fine Arts | 2023 |
| Sunsystem Development Corporation - Adventhealth Foundation Of Central Fl | $3,500 | Orlando, FL, US | Improve Community Access To Healthcare | 2023 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2023 |
| William R Boone High School Foundation Inc | $500 | Orlando, FL, US | Provide Needed Funds To Enhance The Academic Programs At Boone High School | 2023 |
| American Heart Association Inc | $2,500 | Dallas, TX, US | Improve Cardiovascular Health Through Research And Education | 2023 |
| Orlando Ballet Inc | $15,000 | Orlando, FL, US | Support For Fine Arts | 2023 |
| Sunsystem Development Corporation - Adventhealth Foundation Of Central Fl | $3,500 | Orlando, FL, US | Improve Community Access To Healthcare | 2023 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2023 |
| William R Boone High School Foundation Inc | $500 | Orlando, FL, US | Provide Needed Funds To Enhance The Academic Programs At Boone High School | 2023 |
| American Heart Association Inc | $2,500 | Dallas, TX, US | Improve Cardiovascular Health Through Research And Education | 2022 |
| Orlando Ballet Inc | $10,000 | Orlando, FL, US | Support For Fine Arts | 2022 |
| Sunsystem Development Corporation - Adventhealth Foundation Of Central Fl | $25,000 | Orlando, FL, US | Improve Community Access To Healthcare | 2022 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2022 |
| Special Olympics Florida Inc | $10,000 | Clermont, FL, US | Contribute Equipment, Attire And Health Supplies That Can Help Transform An Athlete's Life | 2022 |
| William R Boone High School Foundation Inc | $500 | Orlando, FL, US | Provide Needed Funds To Enhance The Academic Programs At Boone High School | 2022 |
| American Heart Association Inc | $2,500 | Dallas, TX, US | Improve Cardiovascular Health Through Research And Education | 2022 |
| Orlando Ballet Inc | $10,000 | Orlando, FL, US | Support For Fine Arts | 2022 |
| Sunsystem Development Corporation - Adventhealth Foundation Of Central Fl | $25,000 | Orlando, FL, US | Improve Community Access To Healthcare | 2022 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2022 |
| Special Olympics Florida Inc | $10,000 | Clermont, FL, US | Contribute Equipment, Attire And Health Supplies That Can Help Transform An Athlete's Life | 2022 |
| William R Boone High School Foundation Inc | $500 | Orlando, FL, US | Provide Needed Funds To Enhance The Academic Programs At Boone High School | 2022 |
| American Heart Association Inc | $2,500 | Dallas, TX, US | Improve Cardiovascular Health Through Research And Education | 2022 |
| Orlando Ballet Inc | $10,000 | Orlando, FL, US | Support For Fine Arts | 2022 |
| Sunsystem Development Corporation - Adventhealth Foundation Of Central Fl | $25,000 | Orlando, FL, US | Improve Community Access To Healthcare | 2022 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2022 |
| Special Olympics Florida Inc | $10,000 | Clermont, FL, US | Contribute Equipment, Attire And Health Supplies That Can Help Transform An Athlete's Life | 2022 |
| William R Boone High School Foundation Inc | $500 | Orlando, FL, US | Provide Needed Funds To Enhance The Academic Programs At Boone High School | 2022 |
| Orlando Ballet Inc | $10,000 | Orlando, FL, US | Support For Fine Arts | 2021 |
| United Arts Of Central Florida Inc | $5,000 | Orlando, FL, US | Support For Fine Arts | 2021 |
| American Heart Association Inc | $250 | Dallas, TX, US | Improve Cardiovascular Health Through Research And Education | 2021 |
| Sunsystem Development Corporation - Adventhealth Foundation Of Central Fl | $50,000 | Orlando, FL, US | Improve Community Access To Healthcare | 2021 |
Foundations Similar to Upshot Foundation Inc
Discover 5 foundations with comparable assets ($22,629-$23,002), similar grant patterns, and geographic focus in FL 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 |
|---|---|---|---|---|
|
Henry S Harrison Foundation Inc
EIN: 84-2207070 | 21 grants awarded |
$22,807
(≈ Similar) |
$7,159
median grant |
Melbourne, FL
Same state |
|
|
Premier International Foundation
EIN: 30-0357293 | 3 grants awarded |
$22,752
(≈ Similar) |
$5,000
median grant |
Marco Island, FL
Same state |
|
|
Parker Foundation
EIN: 54-1770265 | 35 grants awarded |
$22,721
(≈ Similar) |
$5,000
median grant |
Tampa, FL
Same state |
|
|
Hp Foundation Inc
EIN: 81-0863893 | 253 grants awarded |
$22,629
(≈ Similar) |
$7,260
median grant |
Hollywood, FL
Same state |
|
|
Suzanne Von Liebig Foundation
EIN: 83-2216060 | 4 grants awarded |
$23,002
(≈ Similar) |
$4,994
median grant |
Naples, FL
Same state |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for Upshot Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 84-2619549 |
| Website | N/A |
| Address | 255 S ORANGE AVE STE 720 Orlando, FL 32801-3450 |
Key People (3)
Board members, trustees, and key staff who oversee Upshot Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Jennifer Socarras |
|---|---|
| Treasurer | Raul Socarras |
| Secretary | Juan Carlos Gomez |
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 Upshot Foundation Inc 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
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