Private Foundation

The Joe R & Joella F Utley Foundation Inc

The Joe R & Joella F Utley Foundation Inc, of Wilmington, DE, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $344K in revenue, $346K in expenses, $6.9M in total assets. IRS filings disclose 50 grants awarded by this foundation, totaling roughly $1.2M.

EIN: 570974104 Wilmington, DE Latest filing: 2024

Total Revenue$344K

Total Expenses$346K

Total Assets$6.9M

Grants Given50

Grant Total$1.2M

Filing Years2019–2024

Sample Grants Given

MONDAYS HOPE

COLUMBUS, NC · 2024

General & Unrestricted

$75,000

WE MUST PROTECT

KAPOLEI, HI · 2024

Hurricane Helene aid for Western North Carolina

$20,000

FOOTHILLS HUMANE SOCIETY INC

COLUMBUS, NC · 2024

General & Unrestricted

$15,000

S C BACH

GREENVILLE, SC · 2024

S C Bach - B Minor Mass Performance

$10,800

Landrum High

Campobello, SC · 2024

Landrum XC Team

$10,000

Showing up to 5 of 50 total records — full history available with membership.

Officers & Directors

Trustee, Treas Bruce Schwartz

VP, Trustee Frank Phillips

Trustee, Pres Jennifer Phillips

Trustee Katie Fowler Phillips

Sec, Trustee Sarah Gunn

Officer compensation and complete director data available with membership.

Top Grant Purposes

General & Unrestricted

$273,132 18 grants

PROMOTE MUSIC

$232,167 4 grants

THE JOE & JOELLA UTLEY CURATOR OF BRASS INSTRUMENTS STAFF POSITION FUND

$164,422 3 grants

the Joe & Joella Utley Curator of Brass Instruments staff position fund

$120,091 1 grant

FUND COST OF CURATOR FOR MUSICAL INSTRUMENTS.

$94,695 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$344K	$346K	$6.9M
2023	$363K	$407K	$6.9M
2022	$314K	$271K	$6.9M
2020	$172K	$172K	$6.7M
2019	$6.2M	$212K	$6.7M

Between 2019 and 2024, reported annual revenue declined from $6.2M to $344K (-94%), with total assets most recently reported at $6.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL, HI, KY, NC, SC, SD, and 3 other states.

FLHIKYNCSCSDTNTXVA

Full geographic grant map with state-by-state breakdown available with membership.

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