Cdc of Upstate New York Inc is a private foundation focused on Community Improvement & Capacity Building, based in ROCHESTER, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $551K in total assets. In 2024, it awarded 2 grants totaling $60K. Net investment income was $49K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$551K
-0.5% YoY
Annual Giving
$60K
+79.1% YoY
Grant Count
2
-66.7% YoY
Avg Grant Size
$30K
+437.3% YoY
Under IRS private-foundation payout rules, Cdc of Upstate New York Inc reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About Cdc of Upstate New York Inc
Based on IRS filings
Cdc of Upstate New York Inc is a private foundation focused on Community Improvement & Capacity Building, based in ROCHESTER, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $551K in total assets. In 2024, it awarded 2 grants totaling $60K. Net investment income was $49K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $551,183 | $553,842 | $568,517 |
| Revenue | $48,552 | $21,789 | $21,426 |
| Expenses | $62,261 | $36,433 | $151,920 |
| Qualifying Distributions | $60,000 | $33,500 | $150,000 |
| Net Investment Income | $48,957 | $21,639 | $36,708 |
| Distributable Amount | $30,215 | $27,777 | $30,082 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Vertus Charter School ($35,000), Greater Rochester Chamber of Commerce Foundation Inc ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VERTUS CHARTER SCHOOL ROCHESTER, NY | DONATION | $35,000 |
| GREATER ROCHESTER CHAMBER OF COMMERCE FOUNDATION INC ROCHESTER, NY | DONATION | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN M SUMMERS | PRESIDENT & TREASURER | 1 | — |
| KENNETH A MARVALD | VICE PRESIDENT & SECRETARY | 1 | — |
| ROBERT SANDS | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Cdc of Upstate New York Inc?
Cdc of Upstate New York Inc is a private foundation focused on Community Improvement & Capacity Building, based in ROCHESTER, NY. It holds $551K in total assets as of 2024.
How large is Cdc of Upstate New York Inc?
As of 2024, Cdc of Upstate New York Inc holds $551K in total assets with $49K in annual revenue. It awarded 2 grants totaling $60K in 2024.
Where does Cdc of Upstate New York Inc operate?
Cdc of Upstate New York Inc has awarded grants in New York.
What size grants does Cdc of Upstate New York Inc award?
In 2024, Cdc of Upstate New York Inc awarded 2 grants totaling $60K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Cdc of Upstate New York Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Cdc of Upstate New York Inc reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Cdc of Upstate New York Inc's EIN?
Cdc of Upstate New York Inc's EIN (Employer Identification Number) is 47-5464829. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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