The Uplands Family Foundation

Belvedere, CA
Tax-exempt since Jan. 1998
EIN: 94-3257271

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$200k (2024)

Expenses

$483k (2024)

Total Assets

$3.77M (2024)

Total Liabilities

$2.14k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$199,847

Expenses

$483,203

Net Income

-$283,356

Net Assets

$3,765,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,723	1.9%
Dividends	$39,309	19.7%
Sales of Assets	$111,854	56.0%
Other Income	$44,961	22.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$353,681	73.2%
Compensation of Officers*	$90,000	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,768,120
Total Liabilities	$2,141
Net Assets	$3,765,979

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$45,000	$0
Lynn Horowitz (President)	$45,000	$0

990-PF

Filed on Oct. 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$336,519

Expenses

$486,419

Net Income

-$149,900

Net Assets

$4,049,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43,077	12.8%
Dividends	$38,945	11.6%
Sales of Assets	$253,458	75.3%
Other Income	$1,039	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$353,113	72.6%
Compensation of Officers*	$90,000	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,049,335
Total Liabilities	$0
Net Assets	$4,049,335

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$45,000	$0
Lynn Horowitz (President)	$45,000	$0

990-PF

Filed on Nov. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$92,905

Expenses

$762,219

Net Income

-$669,314

Net Assets

$4,199,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,409	13.4%
Dividends	$33,925	36.5%
Sales of Assets	$2,187	2.4%
Other Income	$44,384	47.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,132	58.8%
Compensation of Officers*	$90,000	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,199,235
Total Liabilities	$0
Net Assets	$4,199,235

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$45,000	$0
Lynn Horowitz (President)	$45,000	$0

990-PF

Filed on Nov. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$644,872

Expenses

$628,324

Net Income

$16,548

Net Assets

$4,868,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,136	0.2%
Dividends	$46,028	7.1%
Sales of Assets	$506,352	78.5%
Other Income	$91,356	14.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,266	68.5%
Compensation of Officers*	$72,000	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,869,445
Total Liabilities	$896
Net Assets	$4,868,549

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Nov. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$479,661

Expenses

$578,753

Net Income

-$99,092

Net Assets

$4,852,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,120	0.2%
Dividends	$22,529	4.7%
Sales of Assets	$416,066	86.7%
Other Income	$39,946	8.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$449,763	77.7%
Compensation of Officers*	$72,000	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,852,897
Total Liabilities	$896
Net Assets	$4,852,001

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Nov. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$551,549

Expenses

$621,093

Net Income

-$69,544

Net Assets

$4,951,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,187	0.4%
Dividends	$91,079	16.5%
Sales of Assets	$398,762	72.3%
Other Income	$59,521	10.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$415,958	67.0%
Compensation of Officers*	$72,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,951,590
Total Liabilities	$497
Net Assets	$4,951,093

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$542,004

Expenses

$557,770

Net Income

-$15,766

Net Assets

$5,020,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,412	0.4%
Dividends	$60,164	11.1%
Sales of Assets	$463,399	85.5%
Other Income	$16,029	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,088	70.8%
Compensation of Officers*	$72,000	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,020,637
Total Liabilities	$0
Net Assets	$5,020,637

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Oct. 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$210,935

Expenses

$524,453

Net Income

-$313,518

Net Assets

$5,036,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,655	1.3%
Dividends	$45,751	21.7%
Sales of Assets	$143,269	67.9%
Other Income	$19,260	9.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$398,864	76.1%
Compensation of Officers*	$72,000	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,036,403
Total Liabilities	$0
Net Assets	$5,036,403

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Oct. 25, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$378,760

Expenses

$572,257

Net Income

-$193,497

Net Assets

$5,349,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,479	1.2%
Dividends	$41,981	11.1%
Sales of Assets	$329,342	87.0%
Other Income	$2,958	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$404,759	70.7%
Compensation of Officers*	$72,000	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,349,921
Total Liabilities	$0
Net Assets	$5,349,921

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Aug. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$113,644

Expenses

$545,623

Net Income

-$431,979

Net Assets

$5,543,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,126	8.9%
Dividends	$46,227	40.7%
Sales of Assets	$54,022	47.5%
Other Income	$3,269	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,907	78.6%
Compensation of Officers*	$72,000	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,543,418
Total Liabilities	$0
Net Assets	$5,543,418

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Nov. 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$322,558

Expenses

$559,592

Net Income

-$237,034

Net Assets

$5,975,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,527	6.7%
Dividends	$38,622	12.0%
Sales of Assets	$256,969	79.7%
Other Income	$5,440	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,374	78.2%
Compensation of Officers*	$72,000	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,975,397
Total Liabilities	$0
Net Assets	$5,975,397

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Horowitz (Secretary)	$36,000	$0
Lynn Horowitz (President)	$36,000	$0

990-PF

Filed on Nov. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$343,965

Expenses

$538,144

Net Income

-$194,179

Net Assets

$6,212,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,802	7.5%
Dividends	$44,740	13.0%
Sales of Assets	$262,381	76.3%
Other Income	$11,042	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$416,295	77.4%
Compensation of Officers*	$72,000	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,366,931
Total Liabilities	$154,500
Net Assets	$6,212,431

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$162,703

Expenses

$536,475

Net Income

-$373,772

Net Assets

$6,406,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.6%
Interest Revenue	$31,077	19.1%
Dividends	$106,455	65.4%
Sales of Assets	$24,093	14.8%
Other Income	$78	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,716	77.9%
Compensation of Officers*	$72,000	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,409,110
Total Liabilities	$2,500
Net Assets	$6,406,610

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$309,266

Expenses

$526,559

Net Income

-$217,293

Net Assets

$6,780,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43,028	13.9%
Dividends	$54,475	17.6%
Sales of Assets	$211,763	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,138	80.4%
Compensation of Officers*	$72,000	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,861,033
Total Liabilities	$80,651
Net Assets	$6,780,382

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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The Uplands Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $200k (2024)

Expenses $483k (2024)

Total Assets $3.77M (2024)

Total Liabilities $2.14k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$200k (2024)

Expenses

$483k (2024)

Total Assets

$3.77M (2024)

Total Liabilities

$2.14k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001