John and Jean Utz Charitable

VALENCIA, PA EIN: 27-2683984

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BakerstownGibsoniaLake MiltonManheimMarsNolensvillePittsburghValenciaWexfordZelienople

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$54K$108K$162K$216K20202021202220232024
Metric202420232022
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

$0$7K$14K$21K$28K12 grants202013 grants202114 grants202213 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIRST PRESBYTERIAN CHURC…$7KHOSANNA INDUSTRIES$3KMIDDLESEX FIRE DEPARTMENT$2KLIGHHOUSE FOUNDATION$2KSALEM UNITED METHODIST C…$2KLIGHHOUSE FOODBANK$2KSALEM METHODIST CHURCH$2KMARS PUBLIC LIBRARY$2KMARS HOME FOR YOUTH$1KMEN OF IRON$1K

Grant Size Distribution

68 grants across all recorded years

68<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN UTZSECRETARY
JEAN UTZPRESIDENT
CONNIE J TOWERSOFFICER
HOWARD R UTZTREASURER
ROBERT UTZVICE PRESIDE

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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