Joseph and Inez E Carbone Foundation
The Joseph and Inez E Carbone Foundation is a private foundation based in Utica, New York. It supports charitable organizations through grants; its 2025 filing lists 46 grants totaling $222,650.
Joseph and Inez E Carbone Foundation at a glance
In short: Joseph and Inez E Carbone Foundation gave $223K across 46 grants in 2025 (avg $5K), mostly in New York. 28% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $222,650
- +2.2% vs 2024
- Grants made (2025)
- 46
- -6.1% vs 2024
- Average grant
- $4,840
- +8.9% vs 2024
- Median grant
- $1,500
- Total assets
- $1,650,569
- -4.9% vs 2024
- New grantees (estimate)
- 28% first-time grantees (13 of 46, 2025)
- Primary geography
- New York (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Joseph and Inez E Carbone Foundation
- How to Apply
-
Contact L Michael Fitzgerald. The filing specifies no application form or materials, no deadlines, and no restrictions on awards.
- Contact
Application contact: L Michael Fitzgerald
Mailing address: 291 Genesee Street, Utica, NY 13501
Phone: (315) 724-2145
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joseph and Inez E Carbone Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mohawk Valley Health System Foundation ($103K). Together the top 10 received $175K.
Grant Size Distribution
226 grants across all recorded years
The most common grant size was under $50K: 221 grants of 226 (98%).
Geographic Focus
Where this funder awards grants
In 2025, 92% of grant dollars went to recipients in New York. The remaining reported shares went to Virginia (2%), Florida (2%), Texas (1%), and Indiana (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 46 itemized grants.
States
Cities
Is Joseph and Inez E Carbone Foundation open to new grantees?
28%
first-time grantees, 2025
In 2025, 13 of 46 grantees (28%) were first-time recipients. First grants averaged $2K; repeat grants $6K. How we count
Medians: $2K first-time, $1K repeat.
- 59% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 187% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $211K (2020) to $233K (2022). In 2025 it made 46 grants totaling $223K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mohawk Valley Health System Foundation Utica, NY | General Donation | $103,000 |
| Kelberman Center Utica, NY | General Donation | $15,200 |
| Utica University Utica, NY | General Donation | $11,000 |
| Ican Utica, NY | General Donation | $10,000 |
| Masonic Medical Research Utica, NY | General Donation | $8,000 |
| House of the Good Shepherd Utica, NY | General Donation | $7,200 |
| Community Wellness Partners Clinton, NY | General Donation | $6,000 |
| Iglesia Unifed Church Utica, NY | General Donation | $5,000 |
| Redeemer Church Utica, NY | General Donation | $5,000 |
| Redeemer Soccer Tournament Utica, NY | General Donation | $5,000 |
Ready to take the next step with Joseph and Inez E Carbone Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,650,569 | $157,919 | $241,550 | $222,650 | 46 | $222,650 | $114,426 | $119,328 |
| 2024 | $1,735,850 | $185,256 | $251,986 | $217,812 | 49 | $217,812 | $128,426 | $111,073 |
| 2023 | $1,806,310 | $118,869 | $262,637 | $223,050 | 50 | $223,050 | $54,532 | $91,134 |
| 2022 | $1,932,198 | $45,800 | $255,150 | $233,000 | 40 | $233,000 | $12,695 | $112,922 |
| 2021 | $2,141,548 | $273,723 | $243,852 | $222,701 | 41 | $222,701 | $231,033 | $129,376 |
| 2020 | $2,112,944 | $333,478 | $231,369 | $211,350 | 37 | — | $292,609 | $111,876 |
Under IRS private-foundation payout rules, Joseph and Inez E Carbone Foundation reported a distributable amount of $119K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants include support for health and medical organizations, education, services for children and families, churches, and community organizations. For example, Mohawk Valley Health System Foundation says its mission is to provide philanthropic funds for the benefit of Mohawk Valley Health System and its affiliates. The Kelberman Center describes itself as serving individuals with autism spectrum disorder and related learning challenges through evaluation, education, services, and other support.
Grantmaking
In 2025, the foundation awarded 46 grants totaling $222,650. Grant amounts ranged from $350 to $103,000, with a median of $1,500. Its largest 2025 grants included $103,000 to Mohawk Valley Health System Foundation, $15,200 to Kelberman Center, $11,000 to Utica University, $10,000 to ICAN, and $8,000 to Masonic Medical Research. Each was listed as a general donation.
Among organizations reported as receiving grants in 2024 were Mohawk Valley Health System Foundation ($110,000), Kelberman Center Inc ($17,000), Utica University ($10,000), and House of the Good Shepherd ($9,400).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Enessa M Carbone, Alexander E Carbone, and Joseph A Carbone as trustees.
Joseph and Inez E Carbone Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alexander E. Carbone
Trustee
On filings since 2020
1 hr/week
No compensation reported
Enessa M. Carbone
Trustee
On filings since 2020
1 hr/week
No compensation reported
Joseph A. Carbone
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Joseph and Inez E Carbone Foundation
How much does Joseph and Inez E Carbone Foundation give each year?
Joseph and Inez E Carbone Foundation gave $223K across 46 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $218K across 49 grants.
What is Joseph and Inez E Carbone Foundation's typical grant size?
Joseph and Inez E Carbone Foundation's median grant in 2025 was $1,500, and its average grant was $4,840, across 46 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Joseph and Inez E Carbone Foundation that year got $2K on average.
Where does Joseph and Inez E Carbone Foundation give grants?
Joseph and Inez E Carbone Foundation gives mostly in New York: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Utica, NY (17 grants), Syracuse, NY (3 grants), Clinton, NY (2 grants) and Whitesboro, NY (2 grants).
Does Joseph and Inez E Carbone Foundation give general operating support?
Yes: 100% of Joseph and Inez E Carbone Foundation's 2025 grants with a stated purpose (46 of 46) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Joseph and Inez E Carbone Foundation's largest grantees?
Joseph and Inez E Carbone Foundation's largest 2025 grantees include Mohawk Valley Health System Foundation ($103,000), Kelberman Center ($15,200) and Utica University ($11,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is Joseph and Inez E Carbone Foundation?
Joseph and Inez E Carbone Foundation reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $223K in qualifying distributions that year, against a required minimum of $119K (roughly 5% of its investment assets).
What does Joseph and Inez E Carbone Foundation fund?
No mission statement for the foundation is provided. Its grants include support for health and medical organizations, education, services for children and families, churches, and community organizations. See mission & focus areas ↑
How do I apply for a grant from Joseph and Inez E Carbone Foundation?
Contact L Michael Fitzgerald. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Joseph and Inez E Carbone Foundation's EIN?
Joseph and Inez E Carbone Foundation's EIN (Employer Identification Number) is 16-1475079. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Joseph and Inez E Carbone Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/joseph-and-inez-e-carbone-foundation-morg_8561f825ab334264b27c7e5ad922ab47
BibTeX
@misc{grantable_161475079_2026,
author = {{Grantable}},
title = {{Joseph and Inez E Carbone Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/joseph-and-inez-e-carbone-foundation-morg_8561f825ab334264b27c7e5ad922ab47},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Joseph and Inez E Carbone Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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