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Nonprofit · EIN 43-6786960

PAUL E AND MARY GRACE UTTERBACK FOUNDATION

Tax-exempt · OCEAN SPRINGS, MS 39564

Financials

$47K$71K2023$82K$76K2024$68K$83K2025
Revenue Expenses · by fiscal year end
Financials of PAUL E AND MARY GRACE UTTERBACK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$68,355$83,492-$15,137$977,829$5,348$972,481
December 31, 2024990-PF$81,768$75,930$5,838$990,232$2,614$987,618
December 31, 2023990-PF$46,530$71,384-$24,854$984,394$2,614$981,780
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,499
Interest
$238
Net gain from sales of assets
$26,618

Expenses

Grants and similar amounts paid
$72,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$72,000
Excise tax on investment income
$790

Balance sheet and other

Total assets, start of year
$990,232
Total assets, end of year
$977,829
Total liabilities, end of year
$5,348
Net assets, end of year
$972,481
Fair market value of assets
$1,524,147
Qualifying distributions
$72,000
Net investment income
$68,355

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARK P UTTERBACK
232 NORTH KINGSHIGHWAY, ST LOUIS, MO 63108
TRUSTEE0$0
DAVID B UTTERBACK
3809 BERGERAC, OCEAN SPRINGS, MS 39594
TRUSTEE0$0
SARA E WOELFEL
2424 WOLFE RIDGE ROAD, CHARLOTTE, NC 28210
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MARK P UTTERBACK
232 NORTH KINGSHIGHWAY, ST LOUIS, MO 63108
TRUSTEE0$0
DAVID B UTTERBACK
3809 BERGERAC, OCEAN SPRINGS, MS 39594
TRUSTEE0$0
SARA E WOELFEL
2424 WOLFE RIDGE ROAD, CHARLOTTE, NC 28210
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Mark P Utterback
232 North Kingshighway, St Louis, MO 63108
Trustee0$0
David B Utterback
3809 Bergerac, Ocean Springs, MS 39594
Trustee0$0
Sara E Woelfel
2424 Wolfe Ridge Road, Charlotte, NC 28210
Trustee0$0

Address and contacts

Address (IRS master file)
3809 BERGERAC LN, OCEAN SPRINGS, MS 39564-1400
In care of
% PAUL E UTTERBACK
Signed the 990-PF
DAVID UTTERBACK, TRUSTEE
Phone
(618) 463-0562
Return prepared by
PHILLIPS FELDMAN GROUP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6786960
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$977,829
Income (IRS master file)
$185,163

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$68,355$83,492$977,829XML
990-PFDecember 2024$81,768$75,930$990,232XML
990-PFDecember 2023$46,530$71,384$984,394XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6786960).

Questions about PAUL E AND MARY GRACE UTTERBACK FOUNDATION

What is the EIN of PAUL E AND MARY GRACE UTTERBACK FOUNDATION?
The employer identification number (EIN) of PAUL E AND MARY GRACE UTTERBACK FOUNDATION is 43-6786960.
Is PAUL E AND MARY GRACE UTTERBACK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to PAUL E AND MARY GRACE UTTERBACK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PAUL E AND MARY GRACE UTTERBACK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PAUL E AND MARY GRACE UTTERBACK FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PAUL E AND MARY GRACE UTTERBACK FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PAUL E AND MARY GRACE UTTERBACK FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PAUL E AND MARY GRACE UTTERBACK FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $68,355, expenses of $83,492 and total assets of $977,829 at year end.

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