Patricia Werthan Uhlmann Foundation

NASHVILLE, TN EIN: 62-1743716

The Patricia Werthan Uhlmann Foundation is a private foundation established in 1998 and based in Nashville, Tennessee. The foundation is designated as a 501(c)(3) organization and has been tax-exempt since September 1998. It operates as a family foundation with no paid staff, relying on volunteer leadership.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

+0.3% YoY

Annual Giving

$198K

-1.6% YoY

Grant Count

+8.0% YoY

Avg Grant Size

$7K

-8.9% YoY

Under IRS private-foundation payout rules, Patricia Werthan Uhlmann Foundation reported a distributable amount of $236K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports a variety of charitable causes across multiple states. Its giving encompasses arts, education, philanthropy, voluntarism, grantmaking, and human services. The foundation is established in memory of Eta Mandelberger, Shirley Rose, and Ruth Banas, and supports initiatives including arts programming, remembrance committees, and cultural exhibits.

Grantmaking

The foundation made 23 grants in 2024. Recent grants include:

Grant Range

s typically range from $118 to $80,000. The foundation appears to be open to new applicants.

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Geographic Focus

Where this funder awards grants

The foundation supports diverse causes across multiple U.S. states and cities, including Alabama, Connecticut, Florida, Illinois, Kansas, Kentucky, Massachusetts, Missouri, New York, Tennessee, and Washington, D.C. Major funding areas include New York, Boston, and Washington, D.C.

Grant Distribution by State

New York $551K (56%)

Kansas $192K (19%)

Massachusetts $75K (8%)

Connecticut $45K (5%)

Missouri $43K (4%)

District of Columbia $26K (3%)

Florida $25K (3%)

Tennessee $14K (1%)

+4 more states

States

Alabama Connecticut District of Columbia Florida Illinois Kansas Massachusetts Maryland Maine Missouri New York Tennessee

Cities

BirminghamBostonBrooklynCedarhurstChathamIndependenceKansasKansas CityKinsvilleLawrenceLenexaMarbleheadMiami BeachMiddletownMissionMontgomeryNashvilleNew YorkNorthfieldOverland

Financial History

Multi-year comparison from IRS filings

As of December 2024:

Total Assets: $2,879,534
Total Revenue: $525,719
Total Expenses: $252,827
Net Income: $272,892
Total Liabilities: $0

The foundation maintains a healthy financial position with assets exceeding $2.8 million and no outstanding liabilities.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,879,534	$2,869,503	$2,791,419
Revenue	$525,719	$362,932	$196,171
Expenses	$252,827	$243,759	$340,873
Qualifying Distributions	$198,187	$201,352	$262,558
Net Investment Income	$131,204	$233,503	$157,260
Distributable Amount	$235,705	$201,525	$199,887

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

122 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Jewish Joint Dist Comm ($60,000), American Jewish Joint Dist Comm ($35,000), Henry Jackson Society ($20,000).

Recipient	Purpose	Amount
NELSON-ATKINS MUSEUM OF ART KANSAS CITY, MO	COLLECTOR'S CIRCLE RENEWAL	$2,840
JEWISH FAMILY SERVICES OF GREATER K OVERLAND PARK, KS	IN HONOR OF MIRIAM SCHARF	$118
NELSON-ATKINS MUSEUM OF ART KANSAS CITY, MO	IN HONOR OF DR. ARNOLD KATZ	$118
THE TEMPLE CONGREGATION OHABAI SHOL NASHVILLE, TN	IN MEMORY OF JOYCE VISE	$118
AGEWELL MIDDLE TENNESSEE NASHVILLE, TN	IN HONOR OF BETSY CHERNAU	$500
AMERICAN JEWISH JOINT DIST COMM NEW YORK, NY	2024 BOARD GIFT	$60,000
MISSION PROJECT INC MISSION, KS	TO SUPPORT CHARITY	$118
KU ENDOWMENT CHARITABLE GIFT FUND LAWRENCE, KS	TO BENEFIT KU CANCER CENTER	$118
CENTROPA SILVER SPRINGS, MD	TO SUPPORT CHARITY	$4,000
TEMPLE CONGREGATION B'NAI JEHUDAH OVERLAND PARK, KS	TEMPLE FUNDRAISER	$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by a volunteer board:

Patricia W. Uhlmann – President
Megan U. Shaw – Secretary
Katherine U. Aikman – Treasurer

All board members serve without compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PATRICIA W UHLMANN	PRESIDENT	1	—
MEGAN U SHAW	SECRETARY	1	—
KATHERINE U AIKMAN	TREASURER	1	—

Frequently Asked Questions

What does Patricia Werthan Uhlmann Foundation fund?

How do I apply for a grant from Patricia Werthan Uhlmann Foundation?

The foundation made 23 grants in 2024. Recent grants include: • The Thalheimer Family - JDC Support Foundation: $60,000 (2024 Board Gift) • The Thalheimer Family - JDC Support Foundation: $35,000 (Entwine) • The Henry Jackson Society: $20,000 (To Support Charity) Grant sizes typically range from $118 to $80,000. The foundation appears to be open to new applicants.

Where does Patricia Werthan Uhlmann Foundation make grants?

What size grants does Patricia Werthan Uhlmann Foundation award?

In 2024, Patricia Werthan Uhlmann Foundation awarded 27 grants totaling $198K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Patricia Werthan Uhlmann Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Patricia Werthan Uhlmann Foundation reported a distributable amount of $236K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Patricia Werthan Uhlmann Foundation's EIN?

Patricia Werthan Uhlmann Foundation's EIN (Employer Identification Number) is 62-1743716. IRS Form 990 filing data is available on this page for 2020–2024.