U N I Foundation Incorporated
U N I Foundation Incorporated is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sarasota, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $113K in total assets. In 2024, it made $4K in qualifying distributions.
Key facts about U N I Foundation Incorporated
- EIN
- 87-2283661
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $113,456
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$113K
+0.7% YoY
Revenue
$5K
+400.0% YoY
Qualifying Distributions
$4K
-74.6% YoY
Expenses
$4K
-74.6% YoY
Under IRS private-foundation payout rules, U N I Foundation Incorporated reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
How U N I Foundation Incorporated gives
- In 2024 it paid out 77% 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
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $113,456 | $112,670 | $129,610 |
| Revenue | $5,000 | $1,000 | $139,860 |
| Expenses | $4,214 | $16,580 | $37,098 |
| Qualifying Distributions | $4,214 | $16,580 | $37,098 |
| Net Investment Income | — | — | — |
| Distributable Amount | $5,442 | $6,225 | $5,676 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
U N I Foundation Incorporated is led by Marc Pelletz, President & Executive Director on every filing since 2021; none of the 12 officers listed in 2024 report compensation.
Officers on the 2024 filing
Marc Pelletz
President & Executive Director
On filings since 2021
0.3 hrs/week
No compensation reported
Allison O'Sullivan
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Chad Gates
Treasurer
On filings since 2021
0.3 hrs/week
No compensation reported
David Shuel
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Eddy Regnier
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Jill Lyons
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Jon Lee
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Matthew Gregory
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Matthew Straeb
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Mike O'Sullivan
Board Vice President
On filings since 2021
0.3 hrs/week
No compensation reported
Phil Blum
Secretary
On filings since 2021
0.3 hrs/week
No compensation reported
William Browning
Board Member
On filings since 2021
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "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 U N I Foundation Incorporated
How large is U N I Foundation Incorporated?
U N I Foundation Incorporated reported $113K in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is U N I Foundation Incorporated?
U N I Foundation Incorporated is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sarasota, FL. It holds $113K in total assets as of 2024.
Where does U N I Foundation Incorporated operate?
U N I Foundation Incorporated has awarded grants in Alabama, Florida, Georgia.
What is U N I Foundation Incorporated's EIN?
U N I Foundation Incorporated's EIN (Employer Identification Number) is 87-2283661. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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