EIN 57-0974104

The Joe R and Joella F Utley Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1993
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Joe R and Joella F Utley Foundation is a private foundation located in Wilmington, DE. The foundation primarily funds the joe & joella utley curator of brass instruments staff position fund, a challenge among friends program and 2018 annual giving fund, twichell auditorium/zimm. The foundation made five grants last year. Grantees include National Music Museum.
Total revenues
$363,101
2023
Total expenses
$406,587
2023
Total assets
$6,853,992
2023
Num. employees
0
2023

Grants made by The Joe R and Joella F Utley Foundation

GranteeGrant descriptionAmount
National Music MuseumFor the 4th Quarter Salary and Volume 5 Book Expenses Related To the Joe & Joella Utley Curator of Brass Instruments Staff Position$60,197
Mondays HopeGeneral & Unrestricted$50,000
National Music MuseumThe Joe & Joella Utley Curator of Brass Instruments Staff Position Fund$26,132
...and 11 more grants made

Personnel at The Joe R and Joella F Utley Foundation

NameTitleCompensation
Jennifer PhillipsPresident$0

Financials for The Joe R and Joella F Utley Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$178,705
Net rental income$0
Net gain from sale of non-inventory assets$175,335
Gross sales of inventory$0
Miscellaneous revenues$9,061
Total revenues$363,101

Form 990s for The Joe R and Joella F Utley Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-08990PFView PDF
2022-122023-11-08990PFView PDF
2021-122022-11-08990PFView PDF
2020-122021-11-02990PFView PDF
2019-122021-06-15990PFView PDF
...and 8 more Form 990s
Data update history
January 1, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 1, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 7, 2023
Updated personnel
Identified 1 new personnel
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
Foundation Source 501 Silverside Rd
Wilmington, DE 19809
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
New Castle County, DE
Phone
(800) 839-1754
IRS details
EIN
57-0974104
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1993
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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