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. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $586K in total assets. In 2025, it awarded 2 grants totaling $32K. Net investment income was $68K.
Key facts about CDC of Upstate New York Inc
In short: CDC of Upstate New York Inc gave $32K across 2 grants in 2025 (avg $16K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 47-5464829
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $32,380
- Grants made (2025)
- 2
- Average grant
- $16,190
- Median grant
- $16,190
- Total assets
- $586,023
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$586K
+6.3% YoY
Annual Giving
$32K
-46.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$16K
-46.0% YoY
Under IRS private-foundation payout rules, CDC of Upstate New York Inc reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
How CDC of Upstate New York Inc gives
- Giving fell 78% from 2022 to 2025. Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with CDC of Upstate New York Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $32K (2025) to $150K (2022). In 2025 it made 2 grants totaling $32K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Greater Rochester Chamber of Commerce Foundation Inc ($25K). Together the top 2 received $32K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 10 grants of 13 (77%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Rochester Chamber of Commerce Foundation Inc Rochester, NY | Donation | $25,000 |
| Rochester Downtown Development Corporation Rochester, NY | Donation | $7,380 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $586,023 | $551,183 | $553,842 |
| Revenue | $70,353 | $48,552 | $21,789 |
| Expenses | $35,513 | $62,261 | $36,433 |
| Qualifying Distributions | $32,380 | $60,000 | $33,500 |
| Net Investment Income | $68,054 | $48,957 | $21,639 |
| Distributable Amount | $30,982 | $30,215 | $27,777 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
CDC of Upstate New York Inc is led by John M. Summers, President & Treasurer on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
John M. Summers
President & Treasurer
On filings since 2019
1 hr/week
No compensation reported
Robert Sands
Director
On filings since 2019
1 hr/week
No compensation reported
Kenneth A. Marvald
Vice President & Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about CDC of Upstate New York Inc
How much does CDC of Upstate New York Inc give each year?
CDC of Upstate New York Inc gave $32K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 2 grants.
How large is CDC of Upstate New York Inc?
CDC of Upstate New York Inc reported $586K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
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 $586K in total assets as of 2025.
Where does CDC of Upstate New York Inc operate?
CDC of Upstate New York Inc has awarded grants in New York.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching CDC of Upstate New York Inc by hand.
Explore Open Grants
Browse active grant opportunities in CDC of Upstate New York Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Summers Foundation Inc
Rochester, NY
Summers Foundation Inc supports charitable organizations across varied areas, with most of its 2025 grant dollars going to New York recipients and smaller shares going to Florida and Georgia. It awarded 34 grants totaling $332,725, ranging from $100 to $96,225, with a median grant of $5,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.4M
Grants
34
Total Given
$333K
Max and Marian Farash Charitable
Rochester, NY
The foundation funds Jewish life, out-of-school-time programs, arts, and community response, primarily supporting organizations in Monroe and Ontario counties, as well as Jewish organizations and initiatives locally and globally. Its 2024 grants ranged from $1,000 to $2,156,000, with a median of $27,500. It accepts unsolicited requests through its online grant-management system.
Assets
$341.9M
Grants
139
Total Given
$13.0M
Rochester Area Community Foundation
Rochester, NY
Rochester Area Community Foundation supports nonprofits and public-sector entities working on upward mobility, arts and culture, and environmental justice and sustainability across an eight-county Greater Rochester region. Competitive grants typically range from $500 to $50,000, depending on the opportunity. It accepts applications through its online grant portal for listed opportunities.
Assets
$510.7M
Grants
554
Total Given
$22.9M
Greater Rochester Health Foundation
Rochester, NY
The Greater Rochester Health Foundation funds community-centered efforts to improve health and well-being, advance health equity, and address systemic barriers, primarily in nine New York counties around Rochester. Its 2024 grants ranged from $250 to $969,998, with a median of $5,000; when its Responsive Grants Call for Ideas is open, it invites proposals from eligible nonprofits and government entities serving the region.
Assets
$273.8M
Grants
204
Total Given
$8.9M
ESL Charitable Foundation
Rochester, NY
ESL Charitable Foundation supports 501(c)(3) organizations serving areas where ESL Federal Credit Union members live, with grants for housing, employment, education, health, and other work; its 2025 grants all went to New York recipients. Grants ranged from $500 to $2,815,662, with a median of $50,000. It accepts written requests and does not limit giving to preselected organizations.
Assets
$122.1M
Grants
173
Total Given
$22.5M
Rochester Area Community Foundation Depository Inc
Rochester, NY
It supports eligible U.S. public charities across charitable, educational, and community purposes, with competitive grants focused on opportunity, arts and culture, and environmental justice and sustainability in the Rochester area. Recent grants had a median of about $10,000; competitive opportunities generally range from $500 to $50,000. It accepts applications for listed competitive grant opportunities through its online portal.
Assets
$5.4M
Grants
130
Total Given
$2.9M
Fred and Floy Willmott Foundation
New York, NY
The Fred and Floy Willmott Foundation funds a range of charitable organizations, including education, human services, faith-based programs, and land conservation, primarily in New York. Its 2025 grants ranged from $4,000 to $95,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$4.0M
Grants
34
Total Given
$549K
Daisy Marquis Jones Foundation
Rochester, NY
The Daisy Marquis Jones Foundation funds 501(c)(3) nonprofits serving residents of Monroe and Yates counties, especially Rochester, with support for children, families, older adults, health care, and economic security. In 2024, grants ranged from $500 to $208,250, with a median of $20,000. It accepts applications year-round; organizations without a recent grant or seeking substantially changed support must first submit a letter of inquiry.
Assets
$48.0M
Grants
85
Total Given
$2.7M
JM McDonald Foundation Inc
Wilmington, DE
The JM McDonald Foundation supports organizations working in areas such as community, arts and culture, the environment, health, education, preservation, and recreation, primarily in upstate New York. Its 2025 grants ranged from $1,000 to $75,000, with a median of $5,000. It accepts online applications and considers grants beyond preselected organizations.
Assets
$35.0M
Grants
203
Total Given
$1.7M
Ames-Amzalak Memorial Trust
Pittsford, NY
The trust supports New York organizations working in areas including healthcare, arts, Jewish community services, and services for people with disabilities. Its 2025 grants ranged from $500 to $50,000, with a median of $2,000; it funds only preselected charities and does not accept unsolicited requests.
Assets
$4.2M
Grants
50
Total Given
$273K
William & Sheila Konar Foundation
W Henrietta, NY
The William & Sheila Konar Foundation funds education, health care, cultural and civic organizations, intercultural understanding, and Jewish community programs, generally prioritizing Rochester and Monroe County while also supporting organizations elsewhere. Its 2024 grants ranged from $250 to $1 million, with a median of $25,000. It accepts applications through its online portal from 501(c)(3) nonprofits; applications are evaluated quarterly.
Assets
$133.1M
Grants
100
Total Given
$5.9M
More Funders in New York
CDC of Upstate New York Inc down — hundreds of funders to go?