Ute City Charitable Trust
Ute City Charitable Trust is a private foundation based in Encinitas, California. Its 2022 filing reported $898,000 in grants to 11 organizations. The most recent filing on record is for 2022, with nothing filed since; the trust appears to have wound down or stopped grantmaking.
Ute City Charitable Trust at a glance
In short: Ute City Charitable Trust gave $898K across 11 grants in 2022 (avg $82K), mostly in New York. 0% of 2022 grantees were new. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $898,000
- -2.0% vs 2021
- Grants made (2022)
- 11
- -15.4% vs 2021
- Average grant
- $81,636
- +15.9% vs 2021
- Median grant
- $10,000
- Total assets
- $2,236,916
- +6.6% vs 2021
- New grantees (estimate)
- 0% first-time grantees (0 of 11, 2022; small sample)
- Primary geography
- New York (56% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ute City Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust’s 2022 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. This is information from the 2022 filing, not a current application instruction.
- Contact
Mailing address: 3168 Wildflower Summit, Encinitas, CA 92024
Phone: (858) 794-8440
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ute City Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
The largest 2022 recipient was Clal ($500K). Together the top 10 received $897K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 27 grants of 37 (73%).
Geographic Focus
Where this funder awards grants
The 2022 grant dollars went to recipients in New York (56%), California (32%), Rhode Island (11%), Massachusetts (1%), and Michigan (0%, as reported).
Grant Distribution by State
Share of 2022 grant dollars across all 11 itemized grants.
Cities
Is Ute City Charitable Trust open to new grantees?
0%
first-time grantees, 2022
In 2022, 0 of 11 grantees (0%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. How we count
- 100% of 2022 grantees were also funded in 2021. Method
- In 2022 it paid out 785% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $898K (2022) to $1.0M (2020). In 2022 it made 11 grants totaling $898K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Clal New York, NY | General Donation | $500,000 |
| Jewish Family Service San Diego, CA | General Donation | $225,000 |
| College Unbound Providence, RI | Education | $100,000 |
| Camp Mountain Chai San Diego, CA | General Donation | $25,000 |
| Lawrence Family Jewish Community Ctr La Jolla, CA | General Donation | $25,000 |
| Vayu Global Health Foundation Medford, MA | General Donation | $10,000 |
| Echoes of Hope El Segundo, CA | General Donation | $5,000 |
| Pacific Ridge School San Diego, CA | General Donation | $5,000 |
| America-Israel Cultural Foundation New York, NY | General Donation | $1,000 |
| Crayons 4 Kids Inc Kalamazoo, MI | General Donation | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | $2,236,916 | $1,037,286 | $898,000 | $898,000 | 11 | $898,000 | $37,286 | $114,402 |
| 2021 | $2,097,630 | $1,045,616 | $916,075 | $916,000 | 13 | $916,000 | $45,541 | $108,935 |
| 2020 | $1,968,089 | $967,087 | $1,033,228 | $1,032,000 | 13 | — | $13,738 | $34,256 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2022 grants went to organizations working in areas including education, health, youth services, community support, and arts and culture. For example, College Unbound describes its mission as reinventing higher education for underrepresented returning adult learners. VAYU Global Health Foundation says it works to improve health in under-resourced populations through programs in implementation, education, and research. These are the grantees’ stated missions, not the trust’s.
Grantmaking
In 2022, the trust made 11 grants totaling $898,000. Grant amounts ranged from $1,000 to $500,000, with a median of $10,000.
The largest grants were $500,000 to CLAL in New York, New York, and $225,000 to Jewish Family Service in San Diego, California, both for general donations. Other notable grants were $100,000 to College Unbound for education, $25,000 each to Camp Mountain Chai and Lawrence Family Jewish Community Center for general donations, and $10,000 to VAYU Global Health Foundation for a general donation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing lists Gary B. Davis, Elissa R. Davis, and Dawn M. Berson as trustees.
Ute City Charitable Trust's 2022 filing lists 3 officers; none of the 3 officers listed in 2022 report compensation.
Officers on the 2022 filing
Dawn M. Berson
Trustee
On filings since 2020
No compensation reported
Elissa R. Davis
Trustee
On filings since 2020
No compensation reported
Gary B. Davis
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Ute City Charitable Trust
How much does Ute City Charitable Trust give each year?
Ute City Charitable Trust gave $898K across 11 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $916K across 13 grants.
What is Ute City Charitable Trust's typical grant size?
Ute City Charitable Trust's median grant in 2022 was $10,000, and its average grant was $81,636, across 11 grants on its 2022 IRS Form 990-PF.
Where does Ute City Charitable Trust give grants?
Ute City Charitable Trust gives mostly in New York: 56% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest states were California (32%) and Rhode Island (11%). The most frequent recipient cities were San Diego, CA (3 grants) and New York, NY (2 grants).
Does Ute City Charitable Trust give general operating support?
Yes: 91% of Ute City Charitable Trust's 2022 grants with a stated purpose (10 of 11) were for general or operating support, per its 2022 IRS Form 990-PF.
Who are Ute City Charitable Trust's largest grantees?
Ute City Charitable Trust's largest 2022 grantees include Clal ($500,000), Jewish Family Service ($225,000) and College Unbound ($100,000), according to its 2022 IRS Form 990-PF. Together they received 92% of its itemized 2022 grant dollars.
How large is Ute City Charitable Trust?
Ute City Charitable Trust reported $2.2M in total assets on its 2022 IRS Form 990-PF. It paid out $898K in qualifying distributions that year, against a required minimum of $114K (roughly 5% of its investment assets).
What does Ute City Charitable Trust fund?
No mission statement for the trust is provided. Its 2022 grants went to organizations working in areas including education, health, youth services, community support, and arts and culture. See mission & focus areas ↑
How do I apply for a grant from Ute City Charitable Trust?
The trust’s 2022 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Ute City Charitable Trust 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 October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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Figures come from Ute City Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ute City Charitable Trust down — hundreds of funders to go?