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Joe R & Joella F Utley Foundation Inc. is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 1993. The principal officer is Foundation Source. It holds total assets of $6.9M. Annual income is reported at $1M. Total assets have grown from $1.4M in 2011 to $6.9M in 2024. The foundation is governed by 5 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2024. The foundation primarily funds organizations in South Dakota and North Carolina. According to available records, Joe R & Joella F Utley Foundation Inc. has made 9 grants totaling $365K, with a median grant of $44K. Annual giving has grown from $69K in 2020 to $297K in 2022. Individual grants have ranged from $5K to $94K, with an average award of $41K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in South Dakota and Kentucky and South Carolina. Contributions to this foundation are tax-deductible.
Smallest Grant
$25K
Median Grant
$93K
Average Grant
$72K
Largest Grant
$100K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Joe R & Joella F Utley Foundation Inc. is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in SD, KY, SC.
Joe R & Joella F Utley Foundation Inc. has distributed a total of $365K across 9 grants. The median grant size is $44K, with an average of $41K. Individual grants have ranged from $5K to $94K.
Joe R & Joella F Utley Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Joe R & Joella F Utley Foundation Inc. is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Sarah Gunn | Sec, Trustee | $0 | $0 | N/A |
| Frank Phillips | VP, Trustee | $0 | $0 | N/A |
| Jennifer Phillips | Trustee, Pres | $0 | $0 | N/A |
| Katie Fowler Phillips | Trustee | $0 | $0 | N/A |
| Bruce Schwartz | Trustee, Treas | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$6.9M
Fair Market Value
N/A
Net Worth
$6.9M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
9
Total Giving
$365K
Average Grant
$41K
Median Grant
$44K
Unique Recipients
3
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| National Music MuseumTHE JOE & JOELLA UTLEY CURATOR OF BRASS INSTRUMENTS STAFF POSITION FUND | Vermillion, SD | $94K | 2022 |
| Brooke Usa IncCharitable Event | Lexington, KY | $5K | 2022 |
| Landrum HighLandrum Cross Country Team | Campobello, SC | $5K | 2022 |