John and Jean Utz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VALENCIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $849K in total assets. In 2024, it awarded 16 grants totaling $28K. Net investment income was $197K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$849K
+24.8% YoY
Annual Giving
$28K
+46.4% YoY
Grant Count
16
+23.1% YoY
Avg Grant Size
$2K
+18.9% YoY
About John and Jean Utz Charitable
Based on IRS filings
John and Jean Utz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VALENCIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $849K in total assets. In 2024, it awarded 16 grants totaling $28K. Net investment income was $197K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $849,280 | $680,603 | $692,990 |
| Revenue | $196,777 | $23,867 | $24,282 |
| Expenses | $28,100 | $19,200 | $25,662 |
| Qualifying Distributions | $57,300 | $39,398 | $25,662 |
| Net Investment Income | $196,777 | $23,867 | $24,282 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include First Presbyterian Church of B ($7,000), Hosanna Industries ($2,500), Middlesex Fire Department ($2,100).
| Recipient | Purpose | Amount |
|---|---|---|
| LIGHHOUSE FOUNDATION VALENCIA, PA | DONATION | $2,000 |
| FIRST PRESBYTERIAN CHURCH OF B BAKERSTOWN, PA | DONATION | $7,000 |
| MARS HOME FOR YOUTH MARS, PA | DONATION | $1,000 |
| HOSANNA INDUSTRIES GIBSONIA, PA | DONATION | $2,500 |
| MEN OF IRON MANHEIM, PA | DONATION | $1,000 |
| SALEM UNITED METHODIST CHURCH WEXFORD, PA | DONATION | $2,000 |
| MIDDLESEX FIRE DEPARTMENT PITTSBURGH, PA | DONATION | $2,100 |
| LAKE MILTON ASSOC LAKE MILTON, OH | DONATION | $500 |
| GLADE RUN ATHLETICS ZELIENOPLE, PA | DONATION | $1,000 |
| OLD UNION CHURCH MARS, PA | DONATION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN UTZ | SECRETARY | — | — |
| JEAN UTZ | PRESIDENT | — | — |
| CONNIE J TOWERS | OFFICER | — | — |
| HOWARD R UTZ | TREASURER | — | — |
| ROBERT UTZ | VICE PRESIDE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is John and Jean Utz Charitable?
John and Jean Utz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VALENCIA, PA. It holds $849K in total assets as of 2024.
How large is John and Jean Utz Charitable?
As of 2024, John and Jean Utz Charitable holds $849K in total assets with $197K in annual revenue. It awarded 16 grants totaling $28K in 2024.
Where does John and Jean Utz Charitable operate?
John and Jean Utz Charitable has awarded grants in Ohio, Pennsylvania, Tennessee.
What size grants does John and Jean Utz Charitable award?
In 2024, John and Jean Utz Charitable awarded 16 grants totaling $28K — an average of about $2K per grant, based on its IRS Form 990 filings.
What is John and Jean Utz Charitable's EIN?
John and Jean Utz Charitable's EIN (Employer Identification Number) is 27-2683984. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in John and Jean Utz Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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