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Ute City Charitable Trust is a private trust based in ENCINITAS, CA. The foundation received its IRS ruling in 1999. The principal officer is Dawn M Berson. It holds total assets of $2.2M. Annual income is reported at $1M. Total assets have decreased from $6M in 2011 to $2.2M in 2022. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2022. The foundation primarily funds organizations in California and New York. According to available records, Ute City Charitable Trust has made 22 grants totaling $1.8M, with a median grant of $10K. Individual grants have ranged from $1K to $500K, with an average award of $82K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in New York, California, Rhode Island, which account for 82% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$5K
Average Grant
$70K
Largest Grant
$504K
Based on 13 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.
Ute City Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 22 grants. Its grantmaking reaches organizations primarily in NY, CA, RI.
Ute City Charitable Trust has distributed a total of $1.8M across 22 grants. The median grant size is $10K, with an average of $82K. Individual grants have ranged from $1K to $500K.
Ute City Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Ute City Charitable Trust is headquartered in ENCINITAS, CA. While based in CA, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Gary B Davis | TRUSTEE | $0 | $0 | N/A |
| Dawn M Berson | TRUSTEE | $0 | $0 | N/A |
| Elissa R Davis | TRUSTEE | $0 | $0 | N/A |
Total Giving
$898K
Total Assets
$2.2M
Fair Market Value
$2.3M
Net Worth
$2.2M
Grants Paid
$898K
Contributions
$1M
Net Investment Income
$37K
Distribution Amount
$114K
Total Grants
22
Total Giving
$1.8M
Average Grant
$82K
Median Grant
$10K
Unique Recipients
11
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| ClalGENERAL DONATION | New York, NY | $500K | 2022 |
| Jewish Family ServiceGENERAL DONATION | San Diego, CA | $225K | 2022 |
| College UnboundEDUCATION | Providence, RI | $100K | 2022 |
| Camp Mountain ChaiGENERAL DONATION | San Diego, CA | $25K | 2022 |
| Lawrence Family Jewish Community CtrGENERAL DONATION | La Jolla, CA | $25K | 2022 |
| Vayu Global Health FoundationGENERAL DONATION | Medford, MA | $10K | 2022 |
| Echoes Of HopeGENERAL DONATION | El Segundo, CA | $5K | 2022 |
| Pacific Ridge SchoolGENERAL DONATION | San Diego, CA | $5K | 2022 |
| Crayons 4 Kids IncGENERAL DONATION | Kalamazoo, MI | $1K | 2022 |
| America-Israel Cultural FoundationGENERAL DONATION | New York, NY | $1K | 2022 |
| Interfaith Community ServicesGENERAL DONATION | Escondido, CA | $1K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA