The Joe R & Joella F Utley Foundation Inc

Private foundation · Grantmaker Wilmington, DE EIN: 57-0974104

The Joe R & Joella F Utley Foundation Inc is a private foundation based in Wilmington, Delaware. In its 2024 filing, it reported 17 grants totaling $218,300 to charitable organizations.

Key facts about The Joe R & Joella F Utley Foundation Inc

In short: The Joe R & Joella F Utley Foundation Inc gave $218K across 17 grants in 2024 (avg $13K), top state North Carolina. Source: 2024 IRS Form 990-PF.

EIN
57-0974104
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$218,300
Grants made (2024)
17
Average grant
$12,841
Median grant
$10,000
Total assets
$6,852,078
Primary geography
North Carolina (48% of itemized 2024 grant dollars)
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 for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.9M

-0.0% YoY

Annual Giving

$218K

-24.1% YoY

Grant Count

17

-5.6% YoY

Avg Grant Size

$13K

-19.6% YoY

Under IRS private-foundation payout rules, The Joe R & Joella F Utley Foundation Inc reported a distributable amount of $388K for 2024 — the minimum it must pay out in qualifying distributions.

How The Joe R & Joella F Utley Foundation Inc gives

  • 36% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 64% 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 (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose stated missions span health and wellness, animal welfare, community assistance, music, and services for veterans. For example, Mondays Hope says its mission is to promote health and wellness through missions and training; Foothills Humane Society says it shelters and adopts animals and educates the public about responsible animal ownership; and the Spartanburg Philharmonic says it enriches, inspires, and educates the community through live music performances.

Grantmaking

In 2024, the foundation made 17 grants totaling $218,300. Grants ranged from $2,500 to $75,000, with a median grant of $10,000. The largest award was $75,000 to Mondays Hope for general and unrestricted purposes. Other notable grants included $20,000 to We Must Protect for Hurricane Helene aid in Western North Carolina; $15,000 to Foothills Humane Society for general and unrestricted purposes; and $10,000 each to the Spartanburg Philharmonic for general and unrestricted purposes, the Spartanburg County Foundation for its Hand in Hand Ministries Fund, and Thermal Belt Outreach Ministry for general and unrestricted purposes.

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

The 2024 grant dollars went to recipients in North Carolina (48%), South Carolina (38%), Hawaii (9%), and Texas (5%).

Grant Distribution by State

8states

Share of 2024 grant dollars across all 17 itemized grants.

Cities

ColumbusCampobelloVermillionSpartanburgGreenvilleLexingtonBoca RatonColumbiaFranklinKapoleiLandrumMckinneyTryon

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2020 3 grants2021 4 grants2022 18 grants2023 17 grants2024

From 2020 to 2024, annual grant giving ranged from $69K (2020) to $287K (2023). In 2024 it made 17 grants totaling $218K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Mondays Hope: $75KMondays Hope$75KLandrum High: $25K across 3 grantsLandrum High$25K · 3 grantsWe Must Protect: $20KWe Must Protect$20KFoothills Humane Society Inc: $15KFoothills Humane Society Inc$15KS C Bach: $11KS C Bach$11KSpartanburg County Foundation: $10KSpartanburg County Foundation$10KSpartanburg Humane Society Inc: $10KSpartanburg Humane Society Inc$10KSpartanburg Philharmonic: $10KSpartanburg Philharmonic$10KThermal Belt Outreach Ministry: $10KThermal Belt Outreach Ministry$10KWe Defy: $10KWe Defy$10K

The largest 2024 recipient was Mondays Hope ($75K). Together the top 10 received $196K.

Grant Size Distribution

43 grants across all recorded years

36<$50K6$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 36 grants of 43 (84%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mondays Hope Columbus, NCGeneral & Unrestricted$75,000
We Must Protect Kapolei, HIHurricane Helene aid for Western North Carolina$20,000
Foothills Humane Society Inc Columbus, NCGeneral & Unrestricted$15,000
S C Bach Greenville, SCS C Bach - B Minor Mass Performance$10,800
Landrum High Campobello, SCLandrum XC Team$10,000
Landrum High Campobello, SCCharitable Event$10,000
Spartanburg County Foundation Spartanburg, SCHand in Hand Ministries Fund$10,000
Spartanburg Humane Society Inc Spartanburg, SCSpayghetti and No Balls - Spay and Neuter Event$10,000
Spartanburg Philharmonic Spartanburg, SCGeneral & Unrestricted$10,000
Thermal Belt Outreach Ministry Columbus, NCGeneral & Unrestricted$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $6,852,078 $344,362 $346,276 $218,300 (17)
2023 $6,853,992 $363,101 $406,587 $287,461 (18)
2022 $6,897,478 $314,356 $271,181 $148,290 (4)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$6,852,078$6,853,992$6,897,478
Revenue$344,362$363,101$314,356
Expenses$346,276$406,587$271,181
Qualifying Distributions$247,931$316,551$177,038
Net Investment Income$254,803$280,929$228,818
Distributable Amount$387,655$359,486$374,423

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Sarah Gunn as secretary and trustee; Frank Phillips as vice president and trustee; Jennifer Phillips as president and trustee; Katie Fowler Phillips as trustee; and Bruce Schwartz as treasurer and trustee.

The Joe R & Joella F Utley Foundation Inc is led by Jennifer Phillips, Trustee & President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jennifer Phillips

    Trustee & President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Bruce Schwartz

    Trustee & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Sarah Gunn

    Secretary & Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Frank Phillips

    Vice President & Trustee

    Trustee → Vice President & Trustee, 2022

    On filings since 2021

    1 hr/week

    No compensation reported

  • Katie Fowler Phillips

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Craig Kridel (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754

Frequently asked questions about The Joe R & Joella F Utley Foundation Inc

How much does The Joe R & Joella F Utley Foundation Inc give each year?

The Joe R & Joella F Utley Foundation Inc gave $218K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $287K across 18 grants.

What is The Joe R & Joella F Utley Foundation Inc's typical grant size?

The Joe R & Joella F Utley Foundation Inc's median grant in 2024 was $10,000, and its average grant was $12,841, across 17 grants on its 2024 IRS Form 990-PF.

Where does The Joe R & Joella F Utley Foundation Inc give grants?

The Joe R & Joella F Utley Foundation Inc's top state is North Carolina, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were South Carolina (38%) and Hawaii (9%). The most frequent recipient cities were Spartanburg, SC (5 grants), Columbus, NC (4 grants) and Campobello, SC (4 grants).

Does The Joe R & Joella F Utley Foundation Inc give general operating support?

Yes: 53% of The Joe R & Joella F Utley Foundation Inc's 2024 grants with a stated purpose (9 of 17) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Joe R & Joella F Utley Foundation Inc's largest grantees?

The Joe R & Joella F Utley Foundation Inc's largest 2024 grantees include Mondays Hope ($75,000), Landrum High ($25,000 across 3 grants) and We Must Protect ($20,000), according to its 2024 IRS Form 990-PF. Together they received 55% of its itemized 2024 grant dollars.

How large is The Joe R & Joella F Utley Foundation Inc?

The Joe R & Joella F Utley Foundation Inc reported $6.9M in total assets on its 2024 IRS Form 990-PF. It paid out $248K in qualifying distributions that year, against a required minimum of $388K (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 The Joe R & Joella F Utley Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose stated missions span health and wellness, animal welfare, community assistance, music, and services for veterans. See mission & focus areas ↑

How do I apply for a grant from The Joe R & Joella F Utley Foundation Inc?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Joe R & Joella F Utley Foundation Inc's EIN?

The Joe R & Joella F Utley Foundation Inc's EIN (Employer Identification Number) is 57-0974104. IRS Form 990 filing data is available on this page for 2020–2024.

Does The Joe R & Joella F Utley Foundation Inc 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.

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