James T Ueltschi Foundation

Private foundation · Grantmaker Vero Beach, FL EIN: 06-1519388

James T Ueltschi Foundation is a private foundation, based in Vero Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.7M in total assets. In 2025, it awarded 6 grants totaling $763K. Net investment income was $160K.

Key facts about James T Ueltschi Foundation

In short: James T Ueltschi Foundation gave $763K across 6 grants in 2025 (avg $127K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.

EIN
06-1519388
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$763,359
Grants made (2025)
6
Average grant
$127,227
Median grant
$20,000
Total assets
$5,705,325
Primary geography
New Jersey (90% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.7M

-9.7% YoY

Annual Giving

$763K

+20.2% YoY

Grant Count

6

+100.0% YoY

Avg Grant Size

$127K

-39.9% YoY

Under IRS private-foundation payout rules, James T Ueltschi Foundation reported a distributable amount of $770K for 2025 — the minimum it must pay out in qualifying distributions.

How James T Ueltschi Foundation gives

  • Giving grew 21% from 2022 to 2025. Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

Vero BeachDallasJersey CityNew YorkCleveland

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M4 grants2020 2 grants2021 3 grants2022 4 grants2023 3 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $10K (2021) to $1.3M (2020). In 2025 it made 6 grants totaling $763K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Help Me See: $685KHelp Me See$685KBoot Campaign: $31KBoot Campaign$31KChrist by the Sea: $25KChrist by the Sea$25KMcKee Botantical Garden: $15KMcKee Botantical Garden$15KCleveland Clinic Foundation: $5KCleveland Clinic Foundation$5KUnited Way of Indian River County: $2KUnited Way of Indian RiverCounty$2K

The largest 2025 recipient was Help Me See ($685K). Together the top 6 received $763K.

Grant Size Distribution

18 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K4$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 18 (78%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Help Me See Jersey City, NJOperating Expenses$685,000
Boot Campaign Dallas, TXOperating Expenses$31,296
Christ by the Sea Vero Beach, FLOperating Expenses$25,000
McKee Botantical Garden Vero Beach, FLOperating Expenses$15,000
Cleveland Clinic Foundation Cleveland, OHOperating Expenses$5,000
United Way of Indian River County Vero Beach, FLOperating Expenses$2,063

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,705,325$6,316,739$6,633,609
Revenue$162,137$325,544$217,908
Expenses$773,551$642,414$591,245
Qualifying Distributions$765,539$636,130$586,162
Net Investment Income$160,237$324,604$211,763
Distributable Amount$769,734$716,495$639,087

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 30, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Officers and directors from IRS filings

James T Ueltschi Foundation is led by James T. Ueltschi, President on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • James T. Ueltschi

    President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about James T Ueltschi Foundation

How much does James T Ueltschi Foundation give each year?

James T Ueltschi Foundation gave $763K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $635K across 3 grants.

What is James T Ueltschi Foundation's typical grant size?

James T Ueltschi Foundation's median grant in 2025 was $20,000, and its average grant was $127,227, across 6 grants on its 2025 IRS Form 990-PF.

Where does James T Ueltschi Foundation give grants?

James T Ueltschi Foundation gives mostly in New Jersey: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (6%). The most frequent recipient cities were Vero Beach, FL (3 grants).

Does James T Ueltschi Foundation give general operating support?

Yes: 100% of James T Ueltschi Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are James T Ueltschi Foundation's largest grantees?

James T Ueltschi Foundation's largest 2025 grantees include Help Me See ($685,000), Boot Campaign ($31,296) and Christ by the Sea ($25,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.

How large is James T Ueltschi Foundation?

James T Ueltschi Foundation reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $766K in qualifying distributions that year, against a required minimum of $770K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is James T Ueltschi Foundation's EIN?

James T Ueltschi Foundation's EIN (Employer Identification Number) is 06-1519388. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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