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.
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
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 |
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 include Project Angel Food ($25,000), Planned Parenthood Los Angeles ($10,000), After-school All Stars ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AFTER-SCHOOL ALL STARS LOS ANGELES, CA | GENERAL DONATION | $1,000 |
| PLANNED PARENTHOOD LOS ANGELES LOS ANGELES, CA | GENERAL DONATION | $10,000 |
| NASHVILLE HUMANE ASSOCIATION NASHVILLE, TN | GENERAL DONATION | $5,000 |
| BIG BROTHERS BIG SISTERS OF METRO ATLANTA ATLANTA, GA | GENERAL DONATION | $3,000 |
| ACLU OF SOUTHERN CALIFORNIA LOS ANGELES, CA | GENERAL DONATION - BILL OF RIGHTS AWARDS | $2,000 |
| TREEPEOPLE BEVERLY HILLS, CA | CORPORATE ENGAGEMENT EVENTS | $7,000 |
| AFTER-SCHOOL ALL STARS LOS ANGELES, CA | PROJECT IMPACT 2024 | $10,000 |
| NEW YORK COMMON PANTRY NEW YORK, NY | PROJECT IMPACT 2024 | $2,500 |
| RIVERSIDE PARK CONSERVANCY NEW YORK, NY | PROJECT IMPACT 2024 | $3,000 |
| A SENSE OF HOME HAWTHORNE, CA | PROJECT IMPACT 2024 | $8,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Uta Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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