Ute City Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ENCINITAS, CA. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $2.2M in total assets. In 2022, it awarded 11 grants totaling $898K. Net investment income was $37K.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
$2.2M
+6.6% YoY
Annual Giving
$898K
-2.0% YoY
Grant Count
11
-15.4% YoY
Avg Grant Size
$82K
+15.9% YoY
Under IRS private-foundation payout rules, Ute City Charitable Trust reported a distributable amount of $114K for 2022 — the minimum it must pay out in qualifying distributions.
About Ute City Charitable Trust
Based on IRS filings
Ute City Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ENCINITAS, CA. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $2.2M in total assets. In 2022, it awarded 11 grants totaling $898K. Net investment income was $37K.
Focus Areas
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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 | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | $2,236,916 | $2,097,630 | $1,968,089 |
| Revenue | $1,037,286 | $1,045,616 | $967,087 |
| Expenses | $898,000 | $916,075 | $1,033,228 |
| Qualifying Distributions | $898,000 | $916,000 | — |
| Net Investment Income | $37,286 | $45,541 | $13,738 |
| Distributable Amount | $114,402 | $108,935 | $34,256 |
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 2022
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Clal ($500,000), Jewish Family Service ($225,000), College Unbound ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICA-ISRAEL CULTURAL FOUNDATION NEW YORK, NY | GENERAL DONATION | $1,000 |
| CAMP MOUNTAIN CHAI SAN DIEGO, CA | GENERAL DONATION | $25,000 |
| CLAL NEW YORK, NY | GENERAL DONATION | $500,000 |
| COLLEGE UNBOUND PROVIDENCE, RI | EDUCATION | $100,000 |
| CRAYONS 4 KIDS INC KALAMAZOO, MI | GENERAL DONATION | $1,000 |
| ECHOES OF HOPE EL SEGUNDO, CA | GENERAL DONATION | $5,000 |
| INTERFAITH COMMUNITY SERVICES ESCONDIDO, CA | GENERAL DONATION | $1,000 |
| JEWISH FAMILY SERVICE SAN DIEGO, CA | GENERAL DONATION | $225,000 |
| LAWRENCE FAMILY JEWISH COMMUNITY CTR LA JOLLA, CA | GENERAL DONATION | $25,000 |
| PACIFIC RIDGE SCHOOL SAN DIEGO, CA | GENERAL DONATION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GARY B DAVIS | TRUSTEE | — | — |
| ELISSA R DAVIS | TRUSTEE | — | — |
| DAWN M BERSON | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ute City Charitable Trust?
Ute City Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ENCINITAS, CA. It holds $2.2M in total assets as of 2022.
How large is Ute City Charitable Trust?
As of 2022, Ute City Charitable Trust holds $2.2M in total assets with $1.0M in annual revenue. It awarded 11 grants totaling $898K in 2022.
Where does Ute City Charitable Trust operate?
Ute City Charitable Trust has awarded grants in California, Colorado, District of Columbia, Massachusetts, Michigan, New York, Oklahoma, Rhode Island.
What size grants does Ute City Charitable Trust award?
In 2022, Ute City Charitable Trust awarded 11 grants totaling $898K — an average of about $82K per grant, based on its IRS Form 990 filings.
How much is Ute City Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Ute City Charitable Trust reported a distributable amount of $114K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ute City Charitable Trust's EIN?
Ute City Charitable Trust's EIN (Employer Identification Number) is 33-0833915. IRS Form 990 filing data is available on this page for 2020–2022.
Explore Open Grants
Browse active grant opportunities in Ute City Charitable Trust'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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