Uta Foundation
Uta Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Beverly Hills, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $436K in total assets. In 2024, it awarded 29 grants totaling $128K. Net investment income was $18K.
Key facts about Uta Foundation
- EIN
- 20-1130740
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $128,434
- Grants made (2024)
- 29
- Average grant
- $4,429
- Median grant
- $2,500
- New grantees (estimate)
- 60% first-time grantees (15 of 25, 2024)
- Total assets
- $435,597
- Primary geography
- California (76% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Uta Foundation funds
By grant dollars, the top recipient states for Uta Foundation's 29 itemized 2024 grants were California (76%) and New York (11%). The most frequent recipient cities were Los Angeles, CA (11 grants), New York, NY (5 grants), Beverly Hills, CA (2 grants) and Washington, DC (2 grants). 21% of grants with a stated purpose were for general or operating support. Recurring purposes include "Project Impact 2024" (7 grants) and "Project Impact Additional Donations" (6 grants).
Is Uta Foundation open to new grantees?
60%
first-time grantees, 2024
In 2024, 15 of 25 grantees (60%) were first-time recipients. First grants averaged $4K; repeat grants $7K. How we count
Medians: $3K first-time, $3K repeat.
- 16% of 2024 grantees were also funded in 2023. Method
- Giving fell 72% from 2021 to 2024. Method
- In 2024 it paid out 597% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Uta Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$436K
+2.4% YoY
Annual Giving
$128K
-11.3% YoY
Grant Count
29
-9.4% YoY
Avg Grant Size
$4K
-2.2% YoY
Under IRS private-foundation payout rules, Uta Foundation reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About Uta Foundation
Based on IRS filings
Uta Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Beverly Hills, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $436K in total assets. In 2024, it awarded 29 grants totaling $128K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 29 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $435,597 | $425,425 | $401,561 |
| Revenue | $138,812 | $168,704 | $215,047 |
| Expenses | $128,640 | $144,840 | $107,334 |
| Qualifying Distributions | $128,509 | $144,840 | $107,333 |
| Net Investment Income | $17,885 | $8,254 | $7 |
| Distributable Amount | $21,515 | $20,916 | $19,531 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
113 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Project Angel Food ($25,000), La Regional Foodbank ($11,500 across 2 grants), After-School All Stars ($11,000 across 2 grants).
| Recipient | Purpose | Amount |
|---|---|---|
| PROJECT ANGEL FOOD Los Angeles, CA | CAPITAL CAMPAIGN | $25,000 |
| PLANNED PARENTHOOD LOS ANGELES Los Angeles, CA | GENERAL DONATION | $10,000 |
| AFTER-SCHOOL ALL STARS Los Angeles, CA | PROJECT IMPACT 2024 | $10,000 |
| LA REGIONAL FOODBANK Los Angeles, CA | A MILLION REASONS SPONSORSHIP | $10,000 |
| A SENSE OF HOME Hawthorne, CA | PROJECT IMPACT 2024 | $8,000 |
| LOS ANGELES LGBT CENTER Los Angeles, CA | CENTER GALA SILVER SPONSORSHIP | $7,500 |
| TREEPEOPLE Beverly Hills, CA | CORPORATE ENGAGEMENT EVENTS | $7,000 |
| NASHVILLE HUMANE ASSOCIATION Nashville, TN | GENERAL DONATION | $5,000 |
| SHARE OUR STRENGTH Washington, DC | DONATION TO NO KID HUNGRY FROM EGP FUNDS | $5,000 |
| SAVE THE MUSIC FOUNDATION New York, NY | REMIXING THE INDUSTRY ATLANTA SUMMIT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James Berkus | CEO | 0.5 | — |
| Jay Sures | CFO | 0.5 | — |
| Jeremy Zimmer | Secretary | 0.5 | — |
| Peter Benedek | Vice President | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Uta Foundation?
Uta Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Beverly Hills, CA. It holds $436K in total assets as of 2024.
How large is Uta Foundation?
As of 2024, Uta Foundation holds $436K in total assets with $139K in annual revenue. It awarded 29 grants totaling $128K in 2024.
Where does Uta Foundation operate?
Uta Foundation has awarded grants in Alabama, California, District of Columbia, Florida, Georgia, Illinois, Kentucky, New York, Pennsylvania, Tennessee, Texas.
What size grants does Uta Foundation award?
In 2024, Uta Foundation awarded 29 grants totaling $128K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Uta Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Uta Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Uta Foundation's EIN?
Uta Foundation's EIN (Employer Identification Number) is 20-1130740. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.