Richard and Jocelyn Vortmann Foundation
Richard and Jocelyn Vortmann Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $1.5M. Net investment income was $32K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$1.5M
+1337.9% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$769K
+618.9% YoY
About Richard and Jocelyn Vortmann Foundation
Based on IRS filings
Richard and Jocelyn Vortmann Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $1.5M. Net investment income was $32K.
Focus Areas
Ready to take the next step with Richard and Jocelyn Vortmann Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $1,105,351 | $1,176,896 |
| Revenue | $33,873 | $31,224 | $33,640 |
| Expenses | $1,540,367 | $108,893 | $65,893 |
| Qualifying Distributions | $1,538,506 | $107,000 | — |
| Net Investment Income | $32,446 | $31,224 | $32,114 |
| Distributable Amount | — | — | $75,879 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Fidelity Investments Charitable Gif ($1,226,862), Fidelity Investments Charitable Gif ($311,644).
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gif Cincinnati, OH | General Purpose | $311,644 |
| Fidelity Investments Charitable Gif Cincinnati, OH | General Purpose | $1,226,862 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard H Vortmann | President | 2 | — |
| Jocelyn C Vortmann | Sec / Treas. | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Richard and Jocelyn Vortmann Foundation?
Richard and Jocelyn Vortmann Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA JOLLA, CA. It holds — in total assets as of 2023.
Where does Richard and Jocelyn Vortmann Foundation operate?
Richard and Jocelyn Vortmann Foundation has awarded grants in California, Mississippi, New York, Ohio.
What size grants does Richard and Jocelyn Vortmann Foundation award?
In 2023, Richard and Jocelyn Vortmann Foundation awarded 2 grants totaling $1.5M — an average of about $769K per grant, based on its IRS Form 990 filings.
What is Richard and Jocelyn Vortmann Foundation's EIN?
Richard and Jocelyn Vortmann Foundation's EIN (Employer Identification Number) is 20-5809074. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in Richard and Jocelyn Vortmann Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
William Blair & Glen G Waltrip Family F
HOUSTON, TX
Assets
$2.3M
Grants
26
Total Given
$138K
Shell Usa Company Foundation
HOUSTON, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Natl Christian Charitable Fdn Inc
ALPHARETTA, GA
Assets
$6.1B
Grants
16,327
Total Given
$2.6B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Donors Trust Inc
ALEXANDRIA, VA
Assets
$1.4B
Grants
919
Total Given
$282.1M
Albemarle Foundation
CHARLOTTE, NC
Assets
$30.2M
Grants
147
Total Given
$3.7M
C & R Newman Family Foundation
ENCINO, CA
Assets
$4.7M
Grants
46
Total Given
$1.3M
Segall Family Foundation
PHILADELPHIA, PA
Assets
$143K
Grants
5
Total Given
$30K
Wave Services Inc
MALIBU, CA
Assets
$162.5M
Grants
1
Total Given
$608K
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.