Patricia Werthan Uhlmann Foundation
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
27
+8.0% YoY
Avg Grant Size
$7K
-8.9% YoY
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
States
Cities
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.
| 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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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