Richard and Jocelyn Vortmann Foundation
Richard and Jocelyn Vortmann Foundation is a private foundation, based in La Jolla, CA. IRS filing data is available from 2019 through 2023. In 2023, it awarded 2 grants totaling $1.5M. Net investment income was $32K.
Richard and Jocelyn Vortmann Foundation at a glance
In short: Richard and Jocelyn Vortmann Foundation gave $1.5M across 2 grants in 2023 (avg $769K), mostly in Ohio. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $1,538,506
- +1337.9% vs 2022
- Grants made (2023)
- 2
- +100.0% vs 2022
- Average grant
- $769,253
- +618.9% vs 2022
- Median grant
- $769,253
- Primary geography
- Ohio (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Richard and Jocelyn Vortmann Foundation funds
How this funder distributes its grants
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 44 grants of 47 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 2 itemized grants.
Cities
How Richard and Jocelyn Vortmann Foundation gives
- Giving grew 1872% from 2020 to 2023. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $64K (2021) to $1.5M (2023). In 2023 it made 2 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 grants to individuals Recipients not named | — | $1,538,506 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $33,873 | $1,540,367 | $1,538,506 | 2 | $1,538,506 | $32,446 | — |
| 2022 | $1,105,351 | $31,224 | $108,893 | $107,000 | 1 | $107,000 | $31,224 | — |
| 2021 | $1,176,896 | $33,640 | $65,893 | $64,000 | 13 | — | $32,114 | $75,879 |
| 2020 | $1,204,445 | $38,424 | $80,177 | $78,000 | 13 | — | $36,666 | $71,206 |
| 2019 | $1,250,660 | $43,714 | $80,466 | $78,100 | 18 | — | $41,948 | $71,722 |
Leadership & Key People
Officers and directors from IRS filings
Richard and Jocelyn Vortmann Foundation is led by Richard H Vortmann, President on every filing since 2019; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Richard H Vortmann
President
On filings since 2019
2 hrs/week
No compensation reported
Jocelyn C Vortmann
Secretary & Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2023. "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 Richard and Jocelyn Vortmann Foundation
How much does Richard and Jocelyn Vortmann Foundation give each year?
Richard and Jocelyn Vortmann Foundation gave $1.5M across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $107K across 1 grant.
Where does Richard and Jocelyn Vortmann Foundation operate?
Richard and Jocelyn Vortmann Foundation has awarded grants in California, Mississippi, New York, Ohio.
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 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2024)
- IRS filings on file for fiscal years 2020–2023
Explore Open Grants
Browse active grant opportunities in Richard and Jocelyn Vortmann Foundation's focus areas in our free grants database
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Figures come from Richard and Jocelyn Vortmann Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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