Private Foundation

PATRICIA WERTHAN UHLMANN FOUNDATION C/O EQUITABLE TRUST COMPANY 19601

Based in NASHVILLE, TN, PATRICIA WERTHAN UHLMANN FOUNDATION C/O EQUITABLE TRUST COMPANY 19601 operates as a Private Foundation. The organization reported $526K in revenue, $253K in expenses, $2.9M in total assets for fiscal year 2024. Imperigo tracks 204 reported grants from this foundation totaling approximately $1.7M.

EIN: 621743716 NASHVILLE, TN Latest filing: 2024

Total Revenue$526K

Total Expenses$253K

Total Assets$2.9M

Grants Given204

Grant Total$1.7M

Filing Years2020–2024

Sample Grants Given

AMERICAN JEWISH JOINT DIST COMM

NEW YORK, NY · 2024

2024 BOARD GIFT

$60,000

AMERICAN JEWISH JOINT DIST COMM

NEW YORK, NY · 2024

ENTWINE

$35,000

HENRY JACKSON SOCIETY

NEW YORK, NY · 2024

TO SUPPORT CHARITY

$20,000

JEWISH BROADCASTING SERVICE

STAMFORD, CT · 2024

TO SUPPORT CHARITY

$16,495

INVESTIGATIVE PROJECT ON TERRORISM

WASHINGTON, DC · 2024

IN HONOR OF STEVE EMERSON

$15,000

Showing up to 5 of 204 total records — full history available with membership.

Officers & Directors

TREASURER Katherine U Aikman

SECRETARY Megan U Shaw

PRESIDENT Patricia W Uhlmann

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO SUPPORT CHARITY

$443,168 59 grants

ANNUAL BOARD GIFT

$175,000 3 grants

SECOND CENTURY CAMPAIGN/ANNUAL GIFT

$120,000 1 grant

FOR JEWISH AT RISK & DISABLED POPULA

$100,000 2 grants

2024 BOARD GIFT

$60,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$526K	$253K	$2.9M
2023	$363K	$244K	$2.9M
2022	$196K	$341K	$2.8M
2021	$1.4M	$225K	$2.9M
2020	$11K	$183K	$1.7M

Between 2020 and 2024, reported annual revenue grew from $11K to $526K (+4630%), with total assets most recently reported at $2.9M.

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

Grant Geography

Grants from this foundation were reported to recipients in AL, CA, CT, DC, FL, IL, and 4 other states.

ALCACTDCFLILKSMAMDME

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

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