Richard And Jocelyn Vortmann Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Richard And Jocelyn Vortmann Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 20-5809074

Foundation Overview

Based in La Jolla, CA, Richard And Jocelyn Vortmann Foundation has awarded 88 grants totaling $2,007,006 to organizations in California, Mississippi and 4 other states across the US. Individual grants range from $200 to $1,226,862, with a median award of $2,500.

Latest Tax Year
2022
Total Giving (all years)
$2,007,006
Total Assets
$0
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$769,253
% Median Grant Growth
+619% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
California

88% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in La Jolla (43%), San Diego (22%), Palm Desert (10%).

Funding Trajectory
+1954%

Strong 1954% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + 3 others

Diversified giving across multiple program areas with primary emphasis on general purposes (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Richard And Jocelyn Vortmann Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Fidelity Investments Charitable Gif $311,644 Cincinnati, OH, US General Purpose 2022
Fidelity Investments Charitable Gif $1,226,862 Cincinnati, OH, US General Purpose 2022
Scripps Health Foundation $107,000 La Jolla, CA, US Capital Campaign - Here For Good 2021
St James By The Sea $6,000 La Jolla, CA, US Church Operation 2020
Shiley Eye Center $5,000 La Jolla, CA, US Research 2020
Pepperdine University $10,000 Malibu, CA, US General Education Operations 2020
Living Desert $7,500 Palm Desert, CA, US Operations 2020
Scripps Health Foundation $5,000 La Jolla, CA, US Operations 2020
Church Of Our Savior $500 San Gabriel, CA, US Operations 2020
Gamble House Usc $500 Los Angeles, CA, US Operations 2020
American Family Association $2,000 Tupelo, MS, US Operations 2020
Kpbs $500 San Diego, CA, US Operations 2020
La Jolla Inst For Allergy Immun $5,000 La Jolla, CA, US Research 2020
Rady's Children Hospital $10,000 San Diego, CA, US General Support 2020
La Jolla Christmas Donation $2,000 La Jolla, CA, US General Support 2020
Nyu Health $10,000 New York, NY, US General Support 2020
St James By The Sea $6,000 La Jolla, CA, US Church Operation 2019
Shiley Eye Center $5,000 La Jolla, CA, US Research 2019
Pepperdine University $10,000 Malibu, CA, US General Education Operations 2019
Living Desert $7,250 Palm Desert, CA, US Operations 2019
Scripps Health Foundation $5,000 La Jolla, CA, US Operations 2019
Salk Institute $20,000 La Jolla, CA, US Research 2019
Church Of Our Savior $500 San Gabriel, CA, US Operations 2019
American Family Association $2,000 Tupelo, MS, US Operations 2019
Kpbs $500 San Diego, CA, US Operations 2019
Rady's Children Hospital $10,500 San Diego, CA, US General Support 2019
La Jolla Christmas Donation $750 La Jolla, CA, US General Support 2019
Nyu Health $10,000 New York, NY, US General Support 2019
Gamble House $500 Pasadena, CA, US General Support 2019
St James By The Sea $5,550 La Jolla, CA, US Church Operation 2017
San Diego Regional Economic Develop $2,000 San Diego, CA, US Operations 2017
Pepperdine University $5,000 Malibu, CA, US General Education Operations 2017
Living Desert $1,500 Palm Desert, CA, US Operations 2017
Scripps Health Foundation $5,000 La Jolla, CA, US Operations 2017
Salk Institute $7,500 La Jolla, CA, US Research 2017
St Margaret's Church $500 Palm Desert, CA, US Operations 2017
Scripps Research Institute $14,000 La Jolla, CA, US Research 2017
Church Of Our Savior $200 San Gabriel, CA, US Operations 2017
American Family Association $1,000 Tupelo, MS, US Operations 2017
Kpbs $500 San Diego, CA, US Operations 2017
Butte College $200 Oroville, CA, US Operations 2017
La Jolla Inst For Allergy Immun $4,000 La Jolla, CA, US Research 2017
Rady's Children Hospital $10,000 San Diego, CA, US General Support 2017
La Jolla Christmas Donation $600 La Jolla, CA, US General Support 2017
Consciousness And Healing Inst $15,000 Greer, SC, US Research 2017
St James By The Sea $5,550 La Jolla, CA, US Church Operation 2016
Shiley Eye Center $5,000 La Jolla, CA, US Research 2016
San Diego Regional Economic Develop $2,000 San Diego, CA, US Operations 2016
Pepperdine University $1,000 Malibu, CA, US General Education Operations 2016
Living Desert $1,500 Palm Desert, CA, US Operations 2016
Scripps Health Foundation $5,000 La Jolla, CA, US Operations 2016
Salk Institute $7,500 La Jolla, CA, US Research 2016
St Margaret's Church $500 Palm Desert, CA, US Operations 2016
Uc Berkeley Athletic Bear Backers $2,300 Berkeley, CA, US Operations 2016
University Of California Foundation $2,000 La Jolla, CA, US Research Lyme Disease 2016
American Family Association $1,000 Tupelo, MS, US Operations 2016
Kpbs $500 San Diego, CA, US Operations 2016
Butte College $200 Oroville, CA, US Operations 2016
La Jolla Inst For Allergy Immun $4,200 La Jolla, CA, US Research 2016
Rady's Children Hospital $10,000 San Diego, CA, US General Support 2016
La Jolla Christmas Donation $400 La Jolla, CA, US General Support 2016
American Cancer Society $5,000 La Jolla, CA, US Medical Research 2016
Gary Rodgers Endowment Fund $400 Oakland, CA, US Operations 2016
Chopra Foundation $18,000 Carlsbad, CA, US Operations 2016
St James By The Sea $6,800 La Jolla, CA, US Church Operation 2015
Shiley Eye Center $5,000 La Jolla, CA, US Research 2015
University Of Ca San Diego Found Ir $2,000 La Jolla, CA, US General Operation 2015
San Diego Regional Economic Develop $2,000 San Diego, CA, US Operations 2015
Lyme Disease Org $5,000 Chico, CA, US Operations 2015
Living Desert $2,500 Palm Desert, CA, US Operations 2015
Scripps Health Foundation $5,000 La Jolla, CA, US Operations 2015
Salk Institute $5,000 La Jolla, CA, US Research 2015
St Margaret's Church $500 Palm Desert, CA, US Operations 2015
Uc Berkeley Athletic Bear Backers $2,500 Berkeley, CA, US Operations 2015
Church Of Our Savior $1,000 San Gabriel, CA, US Operations 2015
American Family Association $1,000 Tupelo, MS, US Operations 2015
Voice Of San Diego $500 San Diego, CA, US Operations 2015
Kpbs $500 San Diego, CA, US Operations 2015
Uso Peperdine University $1,000 San Diego, CA, US Operations 2015
Butte College $200 Oroville, CA, US Operations 2015
Leukemia Lymphoma Society $2,000 San Diego, CA, US Research 2015
Adda Association $2,000 Denver, PA, US Operations 2015
American Lung Association $2,000 San Diego, CA, US Operations 2015
La Jolla Inst For Allergy Immun $12,000 La Jolla, CA, US Research 2015
Tsri $5,000 La Jolla, CA, US General Support 2015
Rady's Children Hospital $10,000 San Diego, CA, US General Support 2015
La Jolla Christmas Donation $400 La Jolla, CA, US General Support 2015
Move America Forward $1,000 Sacrament, CA, US Operations 2015

Foundations Similar to Richard And Jocelyn Vortmann Foundation

Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

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EIN: 02-0815228 | 38 grants awarded
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EIN: 01-0705507 | 17 grants awarded
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Contact Information

Official contact details for Richard And Jocelyn Vortmann Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-5809074
Website N/A
Address 7715 HIDDEN VALLEY CT La Jolla, CA 92037-4018

Key People (2)

Board members, trustees, and key staff who oversee Richard And Jocelyn Vortmann Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Richard H Vortmann
Sec / Treas. Jocelyn C Vortmann

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Richard And Jocelyn Vortmann Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.