· 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.
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.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.
Where the money goes
Grants by size, and the largest recipients.
By grant size · FY2021
- Under $10k10 grants · $34k
- $10k–50k3 grants · $30k
| Recipient | Amount |
|---|---|
| NYU Health | $10,000 |
| Pepperdine University | $10,000 |
| Rady's Children Hospital | $10,000 |
| Living Desert | $7,500 |
| St James by the Sea | $6,000 |
| La Jolla Inst for Allergy Immun | $5,000 |
| Scripps Health Foundation | $5,000 |
| Shiley Eye Center | $5,000 |
| La Jolla Christmas Donation | $2,000 |
| American Family Association | $2,000 |
| KPBS | $500 |
| Gamble House USC | $500 |
| Church of Our Savior | $500 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Dollar for dollar, its grants (FY17–22) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 18% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.
How this is measured
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
Grantees it renews have grown median revenue +63% since the first grant, against +5% for those funded once.
17 repeat relationships: 12 still active in FY2021, 5 since wound down; 1 grantees were first funded in FY2021 (too recent to call). Read against FY2021, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
Backed again, and grew
- SHSCRIPPS HEALTH6× · 2017–2022 · $132k · revenue +82%
- PUPEPPERDINE UNIVERSITY5× · 2017–2021 · $36k · revenue +51%
- LDLIVING DESERT THE5× · 2017–2021 · $20k · revenue +84%
Funded once
- CFChopra Foundationone grant, 2017 · $18k · revenue -32%
- CAConsciousness and Healing Instone grant, 2018 · $15k
- TSTHE SCRIPPS RESEARCH INSTITUTEgraduatedone grant, 2018 · $14k · revenue +69%
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
Closest unfunded matches
The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.
The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…
The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…
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Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…
Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.
Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.
Stanford university is one of a select group of american universities that have achieved eminence in both undergraduate and graduate education and research - cont'd sch o.
To further the conservation, improvement and restoration of human eyesight" (mrs. doheny - 1947).
Connect is an innovation instigator established to cultivate san diego's life science and tech communities. a trusted partner for more than 30 years, we propel our region's entrepreneurs as they create and scale their companies from…
Our mission is to break down barriers to als research to find effective treatments. by uniting academia, the pharma and biotech industry, government, venture capital, related nonprofits, and the als community, we aim to overcome the…
Mission statement: mission: caring for our patients first and our people always. vision: to be the most comprehensive, integrated and connected health system for getting and staying well. values: excellence - we deliver high-quality,…
Loma linda university, a seventh-day adventist christian health sciences institution, seeks to further the healing and teaching ministry of jesus christ "to make man whole" by: - educating ethical and proficient christian health…
How this is measured
12 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 29 grantees resolved in that span have returns of their own we could reconcile.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds SCRIPPS HEALTH ↗
- Who funds PEPPERDINE UNIVERSITY ↗
- Who funds LIVING DESERT THE ↗
- Who funds LA JOLLA INSTITUTE FOR IMMUNOLOGY ↗
- Who funds Chopra Foundation ↗
- Who funds THE SCRIPPS RESEARCH INSTITUTE ↗
- Who funds AMERICAN FAMILY ASSOCIATION INC ↗
- Who funds SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION ↗
- Who funds LA JOLLA MUSIC SOCIETY ↗
- Who funds AMERICAN LUNG ASSOCIATION ↗
- Who funds TROOPATHON ↗
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
How much its grantees rely on government
Each dot is one organization Richard and Jocelyn Vortmann Foundation funds: left to right is the share of its income from government, bottom to top the share from Richard and Jocelyn Vortmann Foundation. Bigger dots raise more.
How this is measured
Play a game based on Richard and Jocelyn Vortmann’s filings →