James T Ueltschi Foundation
- Assets
- $7.6m
- Revenue
- $7.4k
- Investments
- $1.1m
- Employees
- 0
- Location
- Vero Beach, FL
- Founding
- 08/1999
- Data as of
- 12/2021
- EIN
- 06-1519388
Organization Overview
James T Ueltschi Foundation is located in Vero Beach, FL. The organization was established in 1999. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James T Ueltschi Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, James T Ueltschi Foundation generated $7.4k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $17.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (40.5%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, James T Ueltschi Foundation has awarded 11 individual grants totaling $2,210,874. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,263 |
| Dividends & Interest | $4,173 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $7,436 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $672 |
| Total operating and administrative expenses | $6,716 |
| Contributions, gifts, grants paid | $10,250 |
| Total expenses and disbursements | $16,966 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,523,889 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $7,601,272 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James T Ueltschi Foundation has awarded $10,250 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
THE LEIKEMIA & LYMPHOMA SOCIETY PURPOSE: OPERATING EXPENSES | $10,000 |
RISE CENTER IRC PURPOSE: OPERATING EXPENSES | $250 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Caring Foundation Birmingham, AL | $70,981,159 | $5,434,235 |
Malone Family Foundation Hobe Sound, FL | $111,664,161 | $13,667,566 |
The Fairholme Foundation Coral Gables, FL | $289,766,586 | $285,369 |
Nicklaus Childrens Health Care Foundation Inc North Palm Beach, FL | $45,302,726 | $13,320,876 |
Albert L Ueltschi Foundation Vero Beach, FL | $287,931,919 | $1,247,906 |
Speedwell Foundation Atlanta, GA | $165,926,993 | $26,115,784 |
Holtz Charitable Foundation Inc Orlando, FL | $5,015,513 | $2,659,459 |
Wiregrass Foundation Dothan, AL | $101,684,443 | $2,886,891 |
The St Joe Community Foundation Inc Panama City Beach, FL | $5,065,380 | $5,661,153 |
Anthony And Christie De Nicola Foundation Englewood, FL | $68,737,760 | $5,161,997 |
West Florida Premier Soccer Club Inc Brandon, FL | $880,382 | $3,137,006 |
Taishoff Family Foundation Inc Naples, FL | $26,940,547 | $4,761,769 |