California · Private foundation
Richard and Jocelyn Vortmann Foundation
Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $64k
- Granted FY2021
- 13
- Grants FY2021
- 13
- Organizations funded FY2021
- 8%
- First-time grantees FY2021
Read this first · the figures below need context
100% of Richard and Jocelyn Vortmann Foundation’s FY2023 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2021, the last year Richard and Jocelyn Vortmann Foundation named its own grantees at scale: 5 organizations, $64k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2021
- $5,000
- Largest grant, FY2021
- $10,000
- Organizations funded a year
- 13 to 19
- FY2017 to FY2021
- States reached, FY2021
- 3
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2021, 8% of the organizations Richard and Jocelyn Vortmann Foundation funded were first-time grantees, receiving 1% of its grant dollars.
New vs renewed · share of each year
In FY2021, 99% of grant dollars renewed an existing relationship; $500 went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2021 | 13 | $64k | 8% |
| FY2020 | 13 | $78k | 15% |
| FY2019 | 18 | $78k | 17% |
| FY2018 | 16 | $73k | 19% |
| FY2017 | 19 | $72k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.
Top grantees
Largest recipients by total granted, FY2017 to FY2022, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Scripps Health | $132,000 | 6 | 0% |
| Pepperdine University | $36,000 | 5 | 0% |
| Living Desert The | $19,750 | 5 | 0% |
| La Jolla Institute for Immunology | $18,200 | 4 | 0% |
| Chopra Foundation | $18,000 | 1 | 1% |
| The Scripps Research Institute | $14,000 | 1 | 0% |
| American Family Association Inc | $8,000 | 5 | 0% |
| San Diego Regional Economic Development Foundation | $6,000 | 3 | 0% |
| La Jolla Music Society | $5,000 | 1 | 0% |
| American Lung Association | $5,000 | 1 | 0% |
Show all 11 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Scripps Health | $132,000 | 6 | 0% |
| Pepperdine University | $36,000 | 5 | 0% |
| Living Desert The | $19,750 | 5 | 0% |
| La Jolla Institute for Immunology | $18,200 | 4 | 0% |
| Chopra Foundation | $18,000 | 1 | 1% |
| The Scripps Research Institute | $14,000 | 1 | 0% |
| American Family Association Inc | $8,000 | 5 | 0% |
| San Diego Regional Economic Development Foundation | $6,000 | 3 | 0% |
| La Jolla Music Society | $5,000 | 1 | 0% |
| American Lung Association | $5,000 | 1 | 0% |
| Troopathon | $1,500 | 1 | 0% |
Plus 17 recipients with no EIN on record ($208k), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget Richard and Jocelyn Vortmann Foundation supplied at peak.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
How this is measured
Compare Richard and Jocelyn Vortmann Foundation with peer funders
About Richard and Jocelyn Vortmann Foundation
- How much does Richard and Jocelyn Vortmann Foundation give?
- Richard and Jocelyn Vortmann Foundation reported 13 grants totaling $64,000 in its FY2021 IRS filing. It funded between 13 and 19 organizations a year over FY2017 to FY2021.
- What does Richard and Jocelyn Vortmann Foundation fund?
- By grant dollars over FY2017 to FY2022, its largest causes are Philanthropy (77%), Health (15%), Science & Tech (3%).
- Who are Richard and Jocelyn Vortmann Foundation's largest grantees?
- By total granted over FY2017 to FY2022: Scripps Health ($132k), Pepperdine University ($36k), Living Desert The ($20k).
- Does Richard and Jocelyn Vortmann Foundation fund new organizations?
- In FY2021, 8% of the organizations it funded were first-time grantees.
- Does Richard and Jocelyn Vortmann Foundation accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Richard and Jocelyn Vortmann Foundation?
- Its strongest co-funders, measured against what their size predicts, include Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
- Where is Richard and Jocelyn Vortmann Foundation based?
- Richard and Jocelyn Vortmann Foundation is based in CA.
Play a game based on Richard and Jocelyn Vortmann’s filings →