U N I Foundation Incorporated

Foundation · Grantmaker Sarasota, FL EIN: 87-2283661

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

3states

Cities

SarasotaBirminghamBradentonCummingVenice

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants20214 grants20224 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2021202220232024
Metric202420232022
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

  1. 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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