Private Foundation

Richard and Jocelyn Vortmann Foundation

Based in La Jolla, CA, Richard and Jocelyn Vortmann Foundation operates as a Private Foundation. The organization reported $34K in revenue, $1.5M in expenses for fiscal year 2023. Imperigo tracks 82 reported grants from this foundation totaling approximately $2.0M.

EIN: 205809074 La Jolla, CA General Support NTEE: DEFAULT Latest filing: 2023
Total Revenue$34K
Total Expenses$1.5M
Grants Given82
Grant Total$2.0M
Filing Years2019–2023

Sample Grants Given

Fidelity Investments Charitable Gif
Cincinnati, OH · 2022
General Purpose
$1,226,862
Fidelity Investments Charitable Gif
Cincinnati, OH · 2022
General Purpose
$311,644
Scripps Health Foundation
La Jolla, CA · 2021
Capital Campaign - Here For Good
$107,000
Pepperdine University
Malibu, CA · 2020
General Education Operations
$10,000
Rady's Children Hospital
San Diego, CA · 2020
General Support
$10,000

Showing up to 5 of 82 total records — full history available with membership.

Officers & Directors

Sec / Treas. Jocelyn C Vortmann
President Richard H Vortmann

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Purpose
$1,538,506 2 grants
Research
$117,200 13 grants
Capital Campaign - Here For Good
$107,000 1 grant
Operations
$100,050 41 grants
General Support
$75,350 13 grants

Financial Trends

Year Revenue Expenses Assets
2023 $34K $1.5M —
2022 $31K $109K $1.1M
2021 $34K $66K $1.2M
2020 $38K $80K $1.2M
2019 $44K $80K $1.3M

Between 2019 and 2023, reported annual revenue declined from $44K to $34K (-23%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, MS, NY, OH, SC.

CAMSNYOHSC

Full geographic grant map with state-by-state breakdown available with membership.

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