Richard and Jocelyn Vortmann Foundation
EIN 205809074
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2016–2023
$2.0M
88 grants · $251K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $938–$6K
grant size
49%
supporter · 17/35 multi-year
repeat
$1.4M
Assets (2022)
35
Distinct Recipients
About
The Foundation dissolved in October 2023. All of its assets were contributed to the Fidelity Charitable Gift Fund. A copy of the certificate of dissolution and the request to the Attorney General for approval have been attached.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
St James by the Sea
Phone
(858) 454-3765
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $75K | $1.5M | $13K | 24 |
| 2017 | $72K | $1.5M | $36K | 19 |
| 2018 | $73K | $1.4M | $32K | 16 |
| 2020 | $78K | $1.4M | $38K | 13 |
| 2021 | $64K | $1.7M | $34K | 13 |
| 2022 | $107K | $1.4M | $31K | 1 |
| 2023 | $1.5M | $0 | $34K | 2 |
Grant Size Distribution
Based on 88 grants on record
Minimum
$200
25th Pctl
$938
Median
$2K
Average
$23K
75th Pctl
$6K
Maximum
$1.2M
Geographic Distribution
Officers & Directors
RV
Richard H Vortmann
President
Leadership
JV
Jocelyn C Vortmann
Sec / Treasurer
Leadership
RV
Richard H Vortmann
President
Leadership
JV
Jocelyn C Vortmann
Sec / Treasurer
Leadership
RV
Richard H Vortmann
President
Leadership
JV
Jocelyn C Vortmann
Sec / Treasurer
Leadership
RV
Richard H Vortmann
President
Leadership
JV
Jocelyn C Vortmann
Sec / Treasurer
Leadership
RV
Richard H Vortmann
President
Leadership
JV
Jocelyn C Vortmann
Sec / Treasurer
Leadership
RV
Richard H Vortmann
President
Leadership
JV
Jocelyn C Vortmann
Sec / Treasurer
Leadership
RV
Richard H Vortmann
President
Leadership
JV
Jocelyn C Vortmann
Sec / Treasurer
Leadership
Grants Awarded (88 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Investments Charitable Gif | Cincinnati, OH | $1,226,862 | General Purpose | 2023 |
| Fidelity Investments Charitable Gif | Cincinnati, OH | $311,644 | General Purpose | 2023 |
| Scripps Health Foundation | La Jolla, CA | $107,000 | Capital Campaign - Here For Good | 2022 |
| Salk Institute | La Jolla, CA | $20,000 | Research | 2020 |
| Chopra Foundation | Carlsbad, CA | $18,000 | Operations | 2017 |
| Consciousness and Healing Inst | Greer, SC | $15,000 | Research | 2018 |
| Scripps Research Institute | La Jolla, CA | $14,000 | Research | 2018 |
| La Jolla Inst for Allergy Immun | La Jolla, CA | $12,000 | Research | 2016 |
| Rady's Children Hospital | San Diego, CA | $10,500 | General Support | 2020 |
| Rady's Children Hospital | San Diego, CA | $10,000 | General Support | 2018 |
| Pepperdine University | Malibu, CA | $10,000 | General Education Operations | 2020 |
| NYU Health | New York, NY | $10,000 | General Support | 2020 |
| Pepperdine University | Malibu, CA | $10,000 | General Education Operations | 2021 |
| Rady's Children Hospital | San Diego, CA | $10,000 | General Support | 2021 |
| NYU Health | New York, NY | $10,000 | General Support | 2021 |
| Rady's Children Hospital | San Diego, CA | $10,000 | General Support | 2016 |
| Rady's Children Hospital | San Diego, CA | $10,000 | General Support | 2017 |
| Salk Institute | La Jolla, CA | $7,500 | Research | 2018 |
| Living Desert | Palm Desert, CA | $7,500 | Operations | 2021 |
| Salk Institute | La Jolla, CA | $7,500 | Research | 2017 |
| Living Desert | Palm Desert, CA | $7,250 | Operations | 2020 |
| St James by the Sea | La Jolla, CA | $6,800 | Church Operation | 2016 |
| St James by the Sea | La Jolla, CA | $6,000 | Church Operation | 2020 |
| St James by the Sea | La Jolla, CA | $6,000 | Church Operation | 2021 |
| St James by the Sea | La Jolla, CA | $5,550 | Church Operation | 2018 |