U N I Foundation Incorporated

Private foundation · Grantmaker Sarasota, FL EIN: 87-2283661

U N I Foundation Incorporated is a private foundation, 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.

U N I Foundation Incorporated at a glance

Total assets
$113,456
+0.7% vs 2023
Revenue (2024)
$5,000
+400.0% vs 2023
Qualifying distributions (2024)
$4,214
-74.6% vs 2023
Expenses (2024)
$4,214
-74.6% vs 2023
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who U N I Foundation Incorporated funds

How this funder distributes its grants

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

SarasotaBirminghamBradentonCummingVenice

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants2021 4 grants2022 4 grants2023 0 grants2024

From 2022 to 2023, annual grant giving ranged from $11K (2023) to $33K (2022). In 2023 it made 4 grants totaling $11K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Loveland Center Inc Venice, FLUnrestricted$3,500
Project 180 Sarasota Inc Sarasota, FLUnrestricted$3,500
Second Heart Homes Inc Sarasota, FLUnrestricted$3,500
Together Foundation Inc Cumming, GAUnrestricted$100
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsDistributable Amount
2024$113,456$5,000$4,214——$4,214$5,442
2023$112,670$1,000$16,580$10,6004$16,580$6,225
2022$129,610$139,860$37,098$33,2004$37,098$5,676
2021$26,848$27,200$352——$352$299

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.

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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from U N I Foundation Incorporated'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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