The Joe R & Joella F Utley Foundation Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Joe R & Joella F Utley Foundation Inc. Data shown is extracted from Form 990-PF filings.
EIN: 57-0974104
Foundation Overview
Based in Wilmington, DE, The Joe R & Joella F Utley Foundation Inc has awarded 71 grants totaling $1,719,547 to organizations in North Carolina, South Dakota and 7 other states across the US. Individual grants range from $2,000 to $200,000, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
9 of 17 recipients (53%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
Grants are geographically diversified with 38% in South Carolina and funding distributed across 9 total locations. This foundation values broad geographic impact and diverse community partnerships. Within South Carolina, funding concentrates in Campobello (44%), Spartanburg (33%), Greenville (11%).
Funding Trajectory
Strong 1210% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (86%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Joe R & Joella F Utley Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Converse University | $2,500 | Spartanburg, SC, US | Charles Moseley Chamber Music Series | 2024 |
| Converse University | $5,000 | Spartanburg, SC, US | General & Unrestricted | 2024 |
| Fellowship Of Christian Athletes | $5,000 | Columbia, SC, US | General & Unrestricted | 2024 |
| Foothills Humane Society Inc | $15,000 | Columbus, NC, US | General & Unrestricted | 2024 |
| Landrum High | $5,000 | Campobello, SC, US | 2024 Summer Camp For Xc Athletes | 2024 |
| Landrum High | $10,000 | Campobello, SC, US | Landrum Xc Team | 2024 |
| Landrum High | $10,000 | Campobello, SC, US | Charitable Event | 2024 |
| Mondays Hope | $75,000 | Columbus, NC, US | General & Unrestricted | 2024 |
| Motlow Creek Baptist Church | $5,000 | Campobello, SC, US | General & Unrestricted | 2024 |
| Red Bell Run Foundation Inc | $5,000 | Columbus, NC, US | General & Unrestricted | 2024 |
| S C Bach | $10,800 | Greenville, SC, US | S C Bach - B Minor Mass Performance | 2024 |
| Spartanburg County Foundation | $10,000 | Spartanburg, SC, US | Hand In Hand Ministries Fund | 2024 |
| Spartanburg Humane Society Inc | $10,000 | Spartanburg, SC, US | Spayghetti And No Balls - Spay And Neuter Event | 2024 |
| Spartanburg Philharmonic | $10,000 | Spartanburg, SC, US | General & Unrestricted | 2024 |
| Thermal Belt Outreach Ministry | $10,000 | Columbus, NC, US | General & Unrestricted | 2024 |
| We Defy | $10,000 | Mckinney, TX, US | General & Unrestricted | 2024 |
| We Must Protect | $20,000 | Kapolei, HI, US | Hurricane Helene Aid For Western North Carolina | 2024 |
| Brooke Usa Inc | $10,000 | Lexington, KY, US | Divertimentos & Dressage | 2023 |
| Child Rescue Coalition Inc | $5,000 | Boca Raton, FL, US | Protect A Child | 2023 |
| Childrens Theater Festival Inc | $5,000 | Tryon, NC, US | General & Unrestricted | 2023 |
| Converse University | $2,500 | Spartanburg, SC, US | Carlos Moseley Chamber Music Series | 2023 |
| Foothills Community Chapel | $25,000 | Columbus, NC, US | General & Unrestricted | 2023 |
| Gary Sinise Foundation | $5,000 | Franklin, TN, US | General & Unrestricted | 2023 |
| Landrum High | $10,000 | Campobello, SC, US | General & Unrestricted | 2023 |
| Landrum High | $5,000 | Campobello, SC, US | Charitable Event | 2023 |
| Landrum High | $10,000 | Campobello, SC, US | To Purchase A New Timing System For The Cross Country And Track Team And Coaching Staff Discretionary Fund | 2023 |
| Mondays Hope | $50,000 | Columbus, NC, US | General & Unrestricted | 2023 |
| Mondays Hope | $25,000 | Columbus, NC, US | Uganda Mission | 2023 |
| National Music Museum | $26,132 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2023 |
| National Music Museum | $60,197 | Vermillion, SD, US | For The 4th Quarter Salary And Volume 5 Book Expenses Related To The Joe & Joella Utley Curator Of Brass Instruments Staff Position | 2023 |
| National Music Museum | $26,132 | Vermillion, SD, US | General & Unrestricted | 2023 |
| Operation Hope | $5,000 | Landrum, SC, US | General & Unrestricted | 2023 |
| Red Bell Run Foundation Inc | $5,000 | Columbus, NC, US | General & Unrestricted | 2023 |
| S C Bach | $7,500 | Greenville, SC, US | Major Concerts And Musical Expenses Fund For The Fiscal Academic Year 2023-2024 | 2023 |
| Steps To Hope Inc | $5,000 | Columbus, NC, US | Charitable Event | 2023 |
| Brooke Usa Inc | $10,000 | Lexington, KY, US | Divertimentos & Dressage | 2023 |
| Child Rescue Coalition Inc | $5,000 | Boca Raton, FL, US | Protect A Child | 2023 |
| Childrens Theater Festival Inc | $5,000 | Tryon, NC, US | General & Unrestricted | 2023 |
| Converse University | $2,500 | Spartanburg, SC, US | Carlos Moseley Chamber Music Series | 2023 |
| Foothills Community Chapel | $25,000 | Columbus, NC, US | General & Unrestricted | 2023 |
| Gary Sinise Foundation | $5,000 | Franklin, TN, US | General & Unrestricted | 2023 |
| Landrum High | $10,000 | Campobello, SC, US | General & Unrestricted | 2023 |
| Landrum High | $5,000 | Campobello, SC, US | Charitable Event | 2023 |
| Landrum High | $10,000 | Campobello, SC, US | To Purchase A New Timing System For The Cross Country And Track Team And Coaching Staff Discretionary Fund | 2023 |
| Mondays Hope | $50,000 | Columbus, NC, US | General & Unrestricted | 2023 |
| Mondays Hope | $25,000 | Columbus, NC, US | Uganda Mission | 2023 |
| National Music Museum | $26,132 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2023 |
| National Music Museum | $60,197 | Vermillion, SD, US | For The 4th Quarter Salary And Volume 5 Book Expenses Related To The Joe & Joella Utley Curator Of Brass Instruments Staff Position | 2023 |
| National Music Museum | $26,132 | Vermillion, SD, US | General & Unrestricted | 2023 |
| Operation Hope | $5,000 | Landrum, SC, US | General & Unrestricted | 2023 |
| Red Bell Run Foundation Inc | $5,000 | Columbus, NC, US | General & Unrestricted | 2023 |
| S C Bach | $7,500 | Greenville, SC, US | Major Concerts And Musical Expenses Fund For The Fiscal Academic Year 2023-2024 | 2023 |
| Steps To Hope Inc | $5,000 | Columbus, NC, US | Charitable Event | 2023 |
| Brooke Usa Inc | $5,000 | Lexington, KY, US | Charitable Event | 2022 |
| Landrum High | $5,000 | Campobello, SC, US | Landrum Cross Country Team | 2022 |
| National Music Museum | $93,797 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2022 |
| National Music Museum | $44,493 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2022 |
| Brooke Usa Inc | $5,000 | Lexington, KY, US | Charitable Event | 2022 |
| Landrum High | $5,000 | Campobello, SC, US | Landrum Cross Country Team | 2022 |
| National Music Museum | $93,797 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2022 |
| National Music Museum | $44,493 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2022 |
| Foothills Community Chapel | $100,000 | Columbus, NC, US | Ugandan Mission To Provide Clean Water By Drilling And Maintaining Wells | 2021 |
| National Music Museum | $24,519 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2021 |
| National Music Museum | $92,889 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2021 |
| National Music Museum | $68,808 | Vermillion, SD, US | The Joe & Joella Utley Curator Of Brass Instruments Staff Position Fund | 2020 |
| The Music Foundation Of Spartanburg | $20,167 | Spartanburg, SC, US | Promote Music | 2017 |
| University Of South Dakota Foundation | $200,000 | Vermillion, SD, US | Promote Music | 2017 |
| The National Trumpet Competition Association | $2,000 | Arlington, VA, US | Promote Music | 2017 |
| Brevard Music Center | $10,000 | Brevard, NC, US | Promote Music | 2017 |
| National Music Museum | $94,695 | Vermillion, SD, US | Fund Cost Of Curator For Musical Instruments. | 2017 |
| The Music Foundation Of Spartanburg | $16,667 | Spartanburg, SC, US | Promote Music | 2016 |
Foundations Similar to The Joe R & Joella F Utley Foundation Inc
Discover 5 foundations with comparable assets ($7,856,720-$8,121,193), similar grant patterns, and geographic focus in DE that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Ramesh And Kalpana Bhatia Family
EIN: 20-5345499 | 227 grants awarded |
$7,964,259
(≈ Similar) |
$5,000
median grant |
Wilmington, DE
Same state |
|
|
The Uberoi Foundation For Religious Studies
EIN: 26-6101307 | 127 grants awarded |
$7,937,022
(≈ Similar) |
$10,981
median grant |
Wilmington, DE
Same state |
|
|
Cooper-macgrath Foundation
EIN: 45-3233188 | 103 grants awarded |
$8,100,830
(≈ Similar) |
$15,000
median grant |
Wilmington, DE
Same state |
|
|
The Courtney Babcock Borntraeger Foundation
EIN: 32-6080390 | 122 grants awarded |
$8,121,193
(≈ Similar) |
$5,000
median grant |
Wilmington, DE
Same state |
|
|
Yavanna Foundation
EIN: 26-1865668 | 180 grants awarded |
$7,856,720
(≈ Similar) |
$10,000
median grant |
Wilmington, DE
Same state |
|
Related Foundation Resources in DE:
Contact Information
Official contact details for The Joe R & Joella F Utley Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 57-0974104 |
| Website | N/A |
| Address | FOUNDATION SOURCE 501 SILVERSIDE RD Wilmington, DE 19809-0000 |
Key People (5)
Board members, trustees, and key staff who oversee The Joe R & Joella F Utley Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Sec, Trustee | Sarah Gunn |
|---|---|
| Vp, Trustee | Frank Phillips |
| Trustee, Pres | Jennifer Phillips |
| Trustee | Katie Fowler Phillips |
| Trustee, Treas | Bruce Schwartz |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Joe R & Joella F Utley Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.