The Joe R & Joella F Utley Foundation Inc
The Joe R & Joella F Utley Foundation Inc is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 17 grants totaling $218K. Net investment income was $255K.
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.
About The Joe R & Joella F Utley Foundation Inc
Based on IRS filings
The Joe R & Joella F Utley Foundation Inc is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 17 grants totaling $218K. Net investment income was $255K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
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
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mondays Hope ($75,000), We Must Protect ($20,000), Foothills Humane Society Inc ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONVERSE UNIVERSITY SPARTANBURG, SC | Charles Moseley Chamber Music Series | $2,500 |
| CONVERSE UNIVERSITY SPARTANBURG, SC | General & Unrestricted | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES COLUMBIA, SC | General & Unrestricted | $5,000 |
| FOOTHILLS HUMANE SOCIETY INC COLUMBUS, NC | General & Unrestricted | $15,000 |
| Landrum High Campobello, SC | 2024 summer camp for XC athletes | $5,000 |
| Landrum High Campobello, SC | Landrum XC Team | $10,000 |
| Landrum High Campobello, SC | Charitable Event | $10,000 |
| MONDAYS HOPE COLUMBUS, NC | General & Unrestricted | $75,000 |
| MOTLOW CREEK BAPTIST CHURCH CAMPOBELLO, SC | General & Unrestricted | $5,000 |
| RED BELL RUN FOUNDATION INC COLUMBUS, NC | General & Unrestricted | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sarah Gunn | Sec, Trustee | 1 | — |
| Frank Phillips | VP, Trustee | 1 | — |
| Jennifer Phillips | Trustee, Pres | 1 | — |
| Katie Fowler Phillips | Trustee | 1 | — |
| Bruce Schwartz | Trustee, Treas | 1 | — |
Frequently Asked Questions
How large is The Joe R & Joella F Utley Foundation Inc?
As of 2024, The Joe R & Joella F Utley Foundation Inc holds $6.9M in total assets with $344K in annual revenue. It awarded 17 grants totaling $218K in 2024.
Where does The Joe R & Joella F Utley Foundation Inc operate?
The Joe R & Joella F Utley Foundation Inc has awarded grants in Florida, Hawaii, Kentucky, North Carolina, South Carolina, South Dakota, Tennessee, Texas.
What size grants does The Joe R & Joella F Utley Foundation Inc award?
In 2024, The Joe R & Joella F Utley Foundation Inc awarded 17 grants totaling $218K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Joe R & Joella F Utley Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joe R & Joella F Utley Foundation Inc reported a distributable amount of $388K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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