Utopia Fund

PLAINVIEW, NY EIN: 13-1963929

Utopia Fund is a private foundation established in 1952 and based in Plainview, New York. The foundation operates as a 501(c)(3) organization with no employees and focuses on grantmaking to qualified charitable organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

+27.8% YoY

Annual Giving

$266K

-21.3% YoY

Grant Count

10

-23.1% YoY

Avg Grant Size

$27K

+2.3% YoY

Under IRS private-foundation payout rules, Utopia Fund reported a distributable amount of $445K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation gives primarily for education and hospitals, including medical research. The foundation has demonstrated funding interests in birth defects and genetic diseases, as well as alliances and advocacy work.

Grantmaking

The foundation made 10 grants totaling $338,000 in documented recent activity.

Grant Range

$26,800

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Geographic Focus

Where this funder awards grants

The foundation funds organizations across multiple states, with documented giving in California, Texas, Florida, Illinois, Maryland, and New York.

Grant Distribution by State

6states

Cities

CambridgeLakevilleMcleanNew HavenNew YorkPoughkeepsieRidgefieldSan FranciscoSouth SalemStanfordWashingtonWellesleyWhite Plains

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2023:

  • Total assets: $3,086,921
  • Total revenues: $2,411,380
  • Total expenses: $364,006
  • Total grants and contributions: $1,068,589
  • Investment income and dividends: $74,239
  • Net gain from sale of non-inventory assets: $1,268,552

Contact Information:

  • Address: PO Box 331, Plainview, NY 11803-0331
  • Telephone: 203-894-1776
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$3,944,620$3,086,921$1,918,594
Revenue$3,824,140$2,411,380$160,248
Expenses$323,772$364,006$325,578
Qualifying Distributions$266,000$338,000$300,000
Net Investment Income$756,281$1,320,205$138,090
Distributable Amount$444,671$278,595$287,193

Giving Over Time

Total grant dollars and number of grants per year

$0$85K$169K$254K$338K9 grants202012 grants202110 grants202213 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

AMERICAN FRIENDS OF THE …$125KAMERICAN FRIENDS OF ETON…$25KMYOTONIC DYSTROPHY FOUND…$20KTHE HOTCHKISS SCHOOL$20KYALE UNIVERSITY$20KSTANFORD GSB$15KTHE ALDRICH CONTEMPORARY…$15KVASSAR COLLEGE$15KHARVARD LAW SCHOOL$10K101 EAST 69TH STREET CON…$1K

Grant Size Distribution

54 grants across all recorded years

46<$50K4$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Friends of the Royal Foundation ($125,000), American Friends of Eton College ($25,000), Myotonic Dystrophy Foundation ($20,000).

RecipientPurposeAmount
101 EAST 69TH STREET CONSERVANCY NEW YORK, NYGENERAL$1,000
AMERICAN FRIENDS OF ETON COLLEGE MCLEAN, VAGENERAL$25,000
AMERICAN FRIENDS OF THE ROYAL FOUNDATION WHITE PLAINS, NYGENERAL$125,000
HARVARD LAW SCHOOL CAMBRIDGE, MAGENERAL$10,000
MYOTONIC DYSTROPHY FOUNDATION SAN FRANCISCO, CAGENERAL$20,000
STANFORD GSB STANFORD, CAGENERAL$15,000
THE HOTCHKISS SCHOOL LAKEVILLE, CTGENERAL$20,000
THE ALDRICH CONTEMPORARY ART MUSEUM RIDGEFIELD, CTGENERAL$15,000
VASSAR COLLEGE POUGHKEEPSIE, NYGENERAL$15,000
YALE UNIVERSITY NEW HAVEN, CTGENERAL$20,000

Leadership & Key People

Leadership team and compensation from IRS filings

Leslie Dickey Patel serves as Trustee.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LESLIE DICKEY PATELTRUSTEE

Frequently Asked Questions

What does Utopia Fund fund?

The foundation gives primarily for education and hospitals, including medical research. The foundation has demonstrated funding interests in birth defects and genetic diseases, as well as alliances and advocacy work.

How do I apply for a grant from Utopia Fund?

**Grant Activity & Amounts:** • Median grant size: $26,800 • Grant range: $3,000 to $125,000 • 18 grants awarded in 2023 • Giving rate: 13.5% of assets **Recent Grants (2023):** • American Friends of Eton College: $125,000 • Yale University: $30,000 • Theodore Roosevelt Conservation Partnership: $25,000 The foundation made 10 grants totaling $338,000 in documented recent activity.

Where does Utopia Fund make grants?

The foundation funds organizations across multiple states, with documented giving in California, Texas, Florida, Illinois, Maryland, and New York.

What size grants does Utopia Fund award?

In 2024, Utopia Fund awarded 10 grants totaling $266K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Utopia Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Utopia Fund reported a distributable amount of $445K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Utopia Fund's EIN?

Utopia Fund's EIN (Employer Identification Number) is 13-1963929. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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