Paul E and Mary Grace Utterback
Paul E and Mary Grace Utterback is a private foundation based in Ocean Springs, Mississippi. Its 2025 filing reports 15 grants totaling $72,000 to charitable organizations.
Paul E and Mary Grace Utterback at a glance
In short: Paul E and Mary Grace Utterback gave $72K across 15 grants in 2025 (avg $5K), top state Missouri. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $72,000
- +9.1% vs 2024
- Grants made (2025)
- 15
- +0.0% vs 2024
- Average grant
- $4,800
- +9.1% vs 2024
- Median grant
- $4,000
- Total assets
- $977,829
- -1.3% vs 2024
- New grantees (estimate)
- 7% first-time grantees (1 of 15, 2025; small sample)
- Primary geography
- Missouri (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Paul E and Mary Grace Utterback
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 3809 Bergerac Lane, Ocean Springs, MS 39564
Phone: (618) 463-0562
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Paul E and Mary Grace Utterback funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Missouri Historial Society ($11K). Together the top 10 received $62K.
Grant Size Distribution
69 grants across all recorded years
The most common grant size was under $50K: 69 grants of 69 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars went to recipients in multiple states. The largest shares were directed to Missouri (33%), North Carolina (19%), Washington, DC (15%), Mississippi (12%), and Florida (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is Paul E and Mary Grace Utterback open to new grantees?
7%
first-time grantees, 2025
In 2025, 1 of 15 grantees (7%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $5K; repeat grants $5K. How we count
Medians: $5K first-time, $4K repeat.
- 87% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $60K (2020) to $75K (2022). In 2025 it made 15 grants totaling $72K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Missouri Historial Society St. Louis, MO | To Enhance Charitable Foundation | $11,000 |
| St Louis Art Museum St. Louis, MO | To Enhance Charitable Foundation | $10,000 |
| Make a Wish Mississippi Ridgeland, MS | To Enhance Charitable Foundation | $9,000 |
| Classroom Central Charlotte, NC | To Enhance Charitable Foundation | $5,000 |
| Leukemia & Lymphoma Society Washington, DC | To Enhance Charitable Foundation | $5,000 |
| Manna Food Pantry Fort Myers, FL | To Enhance Charitable Foundation | $5,000 |
| Royal Fam Kids Santa Ana, CA | To Enhance Charitable Foundation | $5,000 |
| Brain & Behavior Research Foundation New York, NY | To Enhance Charitable Foundation | $4,000 |
| Roof Above Charlotte, NC | To Enhance Charitable Foundation | $4,000 |
| Second Harvest Food Bank of Metrolina Charlotte, NC | To Enhance Charitable Foundation | $4,000 |
Ready to take the next step with Paul E and Mary Grace Utterback?
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 | $977,829 | $68,355 | $83,492 | $72,000 | 15 | $72,000 | $56,863 | $72,546 |
| 2024 | $990,232 | $81,768 | $75,930 | $66,000 | 15 | $66,000 | $70,195 | $68,263 |
| 2023 | $984,394 | $46,530 | $71,384 | $60,000 | 12 | $60,000 | $35,161 | $65,648 |
| 2022 | $1,009,248 | $168,516 | $88,243 | $75,000 | 16 | $75,000 | $155,210 | $68,141 |
| 2021 | $929,198 | $180,904 | $85,308 | $75,000 | 11 | $75,000 | $170,479 | $71,383 |
| 2020 | $833,840 | $72,237 | $69,133 | $60,000 | 13 | — | $63,104 | $69,454 |
Under IRS private-foundation payout rules, Paul E and Mary Grace Utterback reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included organizations working in education, homelessness services, food assistance, disaster response, health, and the arts, among other areas. For example, Classroom Central says it provides free resources to teachers and students to foster equity in education; Roof Above says it works to end homelessness through services and housing in the Charlotte region; and World Central Kitchen says it provides meals in response to humanitarian, climate, and community crises.
Grantmaking
In 2025, the foundation reported 15 grants totaling $72,000. Grants ranged from $1,000 to $11,000, with a median of $4,000.
Among the 2025 grants were $11,000 to Missouri Historical Society, $10,000 to St Louis Art Museum, $9,000 to Make a Wish Mississippi, $5,000 each to Classroom Central, Leukemia & Lymphoma Society, Manna Food Pantry, and Royal Fam Kids, and $4,000 each to Brain & Behavior Research Foundation, Roof Above, and Second Harvest Food Bank of Metrolina. It also gave $3,500 to World Central Kitchen and $2,500 to RAIN. Gateway Housing First received $2,000; the organization describes its work as providing affordable, supportive housing to people and families facing disabilities and other challenges, including chronic homelessness.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mark P Utterback, David B Utterback, and Sara E Woelfel as trustees.
Paul E and Mary Grace Utterback's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
David B. Utterback
Trustee
On filings since 2020
No compensation reported
Mark P. Utterback
Trustee
On filings since 2020
No compensation reported
Sara E. Woelfel
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Paul E and Mary Grace Utterback
How much does Paul E and Mary Grace Utterback give each year?
Paul E and Mary Grace Utterback gave $72K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $66K across 15 grants.
What is Paul E and Mary Grace Utterback's typical grant size?
Paul E and Mary Grace Utterback's median grant in 2025 was $4,000, and its average grant was $4,800, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Paul E and Mary Grace Utterback that year got $5K on average.
Where does Paul E and Mary Grace Utterback give grants?
Paul E and Mary Grace Utterback's top state is Missouri, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were North Carolina (19%) and District of Columbia (15%). The most frequent recipient cities were St. Louis, MO (4 grants), Charlotte, NC (4 grants) and Washington, DC (3 grants).
Does Paul E and Mary Grace Utterback give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Paul E and Mary Grace Utterback's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Enhance Charitable Foundation" (15 grants).
Who are Paul E and Mary Grace Utterback's largest grantees?
Paul E and Mary Grace Utterback's largest 2025 grantees include Missouri Historial Society ($11,000), St Louis Art Museum ($10,000) and Make a Wish Mississippi ($9,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.
How large is Paul E and Mary Grace Utterback?
Paul E and Mary Grace Utterback reported $978K in total assets on its 2025 IRS Form 990-PF. It paid out $72K in qualifying distributions that year, against a required minimum of $73K (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 does Paul E and Mary Grace Utterback fund?
No mission statement for the foundation is provided. Its 2025 grants included organizations working in education, homelessness services, food assistance, disaster response, health, and the arts, among other areas. See mission & focus areas ↑
How do I apply for a grant from Paul E and Mary Grace Utterback?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Paul E and Mary Grace Utterback's EIN?
Paul E and Mary Grace Utterback's EIN (Employer Identification Number) is 43-6786960. IRS Form 990 filing data is available on this page for 2020–2025.
Does Paul E and Mary Grace Utterback accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Paul E and Mary Grace Utterback funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/paul-e-and-mary-grace-utterback-morg_495d59d3c376401990b72906d047440c
BibTeX
@misc{grantable_436786960_2026,
author = {{Grantable}},
title = {{Paul E and Mary Grace Utterback funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/paul-e-and-mary-grace-utterback-morg_495d59d3c376401990b72906d047440c},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Paul E and Mary Grace Utterback's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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