Charitable Tr Share UTO
Charitable Tr Share UTO is a private foundation, based in Matlacha, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.3M in total assets. In 2025, it awarded 7 grants totaling $162K. Net investment income was $196K.
Charitable Tr Share UTO at a glance
In short: Charitable Tr Share UTO gave $162K across 7 grants in 2025 (avg $23K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $161,850
- +58.4% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $23,121
- +58.4% vs 2024
- Median grant
- $15,000
- Total assets
- $4,285,409
- +6.3% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charitable Tr Share UTO funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Mohawk Valley Health Systems Foundation ($79K). Together the top 7 received $162K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 39 grants of 43 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Charitable Tr Share UTO gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $102K (2024) to $389K (2020). In 2025 it made 7 grants totaling $162K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mohawk Valley Health Systems Foundation Utica, NY | Cancer Center - Survivorship Buildout | $78,808 |
| Abraham House Utica, NY | Caregiver Program/Needs/Repairs | $24,000 |
| Utica Public Library Utica, NY | Funds for John Deere Tractor | $20,918 |
| The Womens Fund of Herkimer & Oneida Counties Clinton, NY | Women's Program for Business Owners | $15,000 |
| Honor Flight Syracuse Inc Syracuse, NY | Mission 22/33 Travel for Veterans | $12,424 |
| David's Refuge Liverpool, NY | Respite Weekends and Dinner Packages | $7,700 |
| Thea Bowman House Utica, NY | Holiday Hams and Turkeys | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,285,409 | $216,641 | $203,250 | $161,850 | 7 | $176,742 | $195,612 | $202,642 |
| 2024 | $4,031,766 | $188,845 | $141,269 | $102,209 | 7 | $115,409 | $168,272 | $193,584 |
| 2023 | $3,856,789 | $187,020 | $250,120 | $216,352 | 11 | $227,222 | $168,121 | $180,723 |
| 2022 | $3,681,345 | $128,186 | $183,925 | $149,063 | 10 | $161,279 | $107,840 | $190,217 |
| 2021 | $4,455,811 | $254,977 | $399,762 | $356,898 | 8 | $370,074 | $232,181 | $214,040 |
| 2020 | $4,449,857 | $132,320 | $435,572 | $388,757 | 16 | — | $110,819 | $206,007 |
| 2019 | $4,649,398 | $239,392 | $356,835 | $311,747 | 12 | — | $213,393 | $223,614 |
Under IRS private-foundation payout rules, Charitable Tr Share UTO reported a distributable amount of $203K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charitable Tr Share UTO's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Joyce Wirth
Trustee
On filings since 2019
10 hrs/week
$8K (2019) → $7K (2025)
Mark Wirth
Trustee
On filings since 2019
10 hrs/week
$8K (2019) → $7K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Joyce Wirth (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Charitable Tr Share UTO
How much does Charitable Tr Share UTO give each year?
Charitable Tr Share UTO gave $162K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $102K across 7 grants.
What is Charitable Tr Share UTO's typical grant size?
Charitable Tr Share UTO's median grant in 2025 was $15,000, and its average grant was $23,121, across 7 grants on its 2025 IRS Form 990-PF.
Where does Charitable Tr Share UTO give grants?
Charitable Tr Share UTO gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Utica, NY (4 grants).
Does Charitable Tr Share UTO give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Charitable Tr Share UTO's 2025 IRS Form 990-PF were described as general or operating support.
Who are Charitable Tr Share UTO's largest grantees?
Charitable Tr Share UTO's largest 2025 grantees include Mohawk Valley Health Systems Foundation ($78,808), Abraham House ($24,000) and Utica Public Library ($20,918), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is Charitable Tr Share UTO?
Charitable Tr Share UTO reported $4.3M in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $203K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Charitable Tr Share UTO's EIN?
Charitable Tr Share UTO's EIN (Employer Identification Number) is 46-6174939. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Charitable Tr Share UTO's focus areas in our free grants database
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