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Delaware · Private foundation

The Joe R & Joella F Utley Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$218k
Granted FY2024(still arriving)
17
Grants FY2024
13
Organizations funded FY2023
62%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$10,000
Largest grant, FY2024
$75,000
Organizations funded a year
1 to 13
FY2017 to FY2023
States reached, FY2024
4
Total assets, FY2024
$6.9M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 62% of the organizations The Joe R & Joella F Utley Foundation Inc funded were first-time grantees, receiving 39% of its grant dollars.

New vs renewed · share of each year

In FY2023, 61% of grant dollars renewed an existing relationship; $113k went to new ones.

50%100%’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23
Arts & CultureAnimalsYouth DevelopmentEducationHuman ServicesPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving13$208k62%
FY202313$287k62%
FY20223$148k33%
FY20212$217k50%
FY20201$69k0%
FY20195$151k40%
FY20175$327kn/a
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$735kEducation$220kHealth$150kEnvironment$100kAnimals$53kRecreation & Sports$45kHuman Services$25kCommunity Improvement$20kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

SD
KY
VA
TN
NC
SC
HI
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
National Music Museum (Americas Shrine to Music)$651,75368%
University of South Dakota Foundation$200,00011%
Mondays Hope$150,000243%
Brevard Music Center Incorporated$26,00020%
We Must Protect Inc$20,00012%
Converse University$20,00030%
Sc Bach$18,3002n/a
Brooke USA Inc$17,50031%
Foothills Humane Society Inc$15,00012%
We Defy$10,00011%
Show all 22 grantees
All grantees of The Joe R & Joella F Utley Foundation Inc by total granted
GranteeTotal grantedYearsShare of their budget
National Music Museum (Americas Shrine to Music)$651,75368%
University of South Dakota Foundation$200,00011%
Mondays Hope$150,000243%
Brevard Music Center Incorporated$26,00020%
We Must Protect Inc$20,00012%
Converse University$20,00030%
Sc Bach$18,3002n/a
Brooke USA Inc$17,50031%
Foothills Humane Society Inc$15,00012%
We Defy$10,00011%
Thermal Belt Outreach Ministry Inc$10,00010%
Red Bell Run Foundation Inc$10,00020%
Spartanburg Humane Society Inc$10,00011%
Spartanburg Philharmonic$10,00011%
Child Rescue Coalition Inc$5,00010%
Childrens Theater Festival Inc$5,0001n/a
Operation Hope$5,0001n/a
Gary Sinise Foundation$5,00010%
Motlow Creek Baptist Church$5,0001n/a
Steps to Hope Inc$5,00010%
Fellowship of Christian Athletes$5,00010%
National Trumpet Competition Association$4,00022%

What it could do for these grantees

Plus 3 recipients with no EIN on record ($200k), not named here.

Where it is load-bearing

The Joe R & Joella F Utley Foundation Inc supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 18 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNational Music Museum (Americas Shrine to Music): $651,753 over 6y, 8.2% of budgetUniversity of South Dakota Foundation: $200,000 over 1y, 0.7% of budgetMondays Hope: $150,000 over 2y, 43% of budgetBrevard Music Center Incorporated: $26,000 over 2y, 0.2% of budgetWe Must Protect Inc: $20,000 over 1y, 2.0% of budgetConverse University: $20,000 over 3y, 0.0% of budgetBrooke USA Inc: $17,500 over 3y, 1.1% of budgetFoothills Humane Society Inc: $15,000 over 1y, 1.9% of budgetWe Defy: $10,000 over 1y, 0.6% of budgetThermal Belt Outreach Ministry Inc: $10,000 over 1y, 0.5% of budgetRed Bell Run Foundation Inc: $10,000 over 2y, 0.5% of budgetSpartanburg Humane Society Inc: $10,000 over 1y, 0.6% of budgetSpartanburg Philharmonic: $10,000 over 1y, 1.0% of budgetChild Rescue Coalition Inc: $5,000 over 1y, 0.1% of budgetGary Sinise Foundation: $5,000 over 1y, 0.1% of budgetSteps to Hope Inc: $5,000 over 1y, 0.2% of budgetFellowship of Christian Athletes: $5,000 over 1y, 0.0% of budgetNational Trumpet Competition Association: $4,000 over 2y, 1.6% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 18.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Roger B Smith Family Charitable TrustFL15.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Roger B Smith Family Charitable Trust · J M Smith Foundation · Duke Energy Foundation · Black & Phillips Foundation Inc · Polk County Community Foundation Inc · Milliken & Company Charitable Foundation · Foundation for the Carolinas · Edward Jones Foundation · Verizon Foundation · The Blackbaud Giving Fund · The Bank of America Charitable Foundation Inc · The Pfizer Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Joe R & Joella F Utley Foundation Inc with peer funders

About The Joe R & Joella F Utley Foundation Inc

How much does The Joe R & Joella F Utley Foundation Inc give?
The Joe R & Joella F Utley Foundation Inc reported 17 grants totaling $218,300 in its FY2024 IRS filing. It funded between 1 and 13 organizations a year over FY2017 to FY2023.
What does The Joe R & Joella F Utley Foundation Inc fund?
By grant dollars over FY2017 to FY2024, its largest causes are Arts & Culture (52%), Education (16%), Health (11%).
Who are The Joe R & Joella F Utley Foundation Inc's largest grantees?
By total granted over FY2017 to FY2024: National Music Museum (Americas Shrine to Music) ($652k), University of South Dakota Foundation ($200k), Mondays Hope ($150k).
Does The Joe R & Joella F Utley Foundation Inc fund new organizations?
In FY2023, 62% of the organizations it funded were first-time grantees.
Does The Joe R & Joella F Utley Foundation Inc accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Joe R & Joella F Utley Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Roger B Smith Family Charitable Trust, J M Smith Foundation, Duke Energy Foundation.
Where is The Joe R & Joella F Utley Foundation Inc based?
The Joe R & Joella F Utley Foundation Inc is based in DE.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 26 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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