The Upstate Foundation Inc
The Upstate Foundation Inc is a 501(c)(3) public charity established in 1976 and based in Syracuse, New York. The organization serves as the primary fundraising and philanthropic arm for Upstate Medical University, an academic medical center and the largest employer in Central New York. The Foundation receives and administers charitable gifts and bequests to support Upstate Medical University's mission across patient care, education, scientific research, and community health initiatives.
Key facts about The Upstate Foundation Inc
In short: The Upstate Foundation Inc gave $6.7M across 155 grants in 2025 (avg $43K). 26% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 16-1068101
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $6,730,769
- Grants made (2025)
- 155
- Average grant
- $43,424
- Median grant
- $12,866
- New grantees (estimate)
- 26% first-time grantees (40 of 155, 2025)
- Total assets
- $324,860,370
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Quick answers about The Upstate Foundation Inc
How much does The Upstate Foundation Inc give each year?
The Upstate Foundation Inc gave $6.7M across 155 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10.8M across 164 grants.
What is The Upstate Foundation Inc's typical grant size?
The Upstate Foundation Inc's median grant in 2025 was $12,866, and its average grant was $43,424, across 155 grants on its 2025 IRS Form 990. Organizations receiving their first grant from The Upstate Foundation Inc that year got $22K on average.
Does The Upstate Foundation Inc give general operating support?
Not in 2025: none of the 155 grants with a stated purpose on The Upstate Foundation Inc's 2025 IRS Form 990 were described as general or operating support.
Who are The Upstate Foundation Inc's largest grantees?
The Upstate Foundation Inc's largest 2025 grantees include HSC Foundation Special Gifts Fund ($671,534), Golisano Center for Special Needs Fund ($626,914) and Department of Surgery Comprehensive Fund ($480,440), according to its 2025 IRS Form 990. Together they received 26% of its itemized 2025 grant dollars.
How large is The Upstate Foundation Inc?
The Upstate Foundation Inc reported $324.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $31.9M.
Is The Upstate Foundation Inc open to new grantees?
26%
first-time grantees, 2025
In 2025, 40 of 155 grantees (26%) were first-time recipients. First grants averaged $22K; repeat grants $51K. How we count
Medians: $10K first-time, $14K repeat.
Estimate from itemized grant lists in IRS Form 990 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.
Next steps with The Upstate Foundation Inc
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Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$324.9M
+8.4% YoY
Annual Giving
$6.7M
-37.7% YoY
Grant Count
155
-5.5% YoY
Avg Grant Size
$43K
-34.1% YoY
Mission & Focus Areas
Mission: Impacting patient care, education, research, and community health and well-being through charitable giving.
The Foundation supports four primary focus areas:
- Patient Care: Including support for Upstate University Hospital, Upstate Community Hospital, Upstate Golisano Children's Hospital, and the Upstate Cancer Center
- Education: Scholarship funding to ensure sufficient numbers of qualified healthcare providers; administration of alumni associations for the colleges of Nursing and Health Professions
- Research: Support for medical research to eliminate diseases and advance biomedical science
- Community Health & Well-Being: Programs addressing community health needs including burn care, poison control, chronic disease support groups, outreach to at-risk populations, opioid addiction crisis response, aging population support, and brain health initiatives
In 2023 and 2024, the Foundation identified child and adolescent mental health as a primary focus campaign area, addressing a local and national healthcare crisis through collaboration with other local health care agencies.
Grantmaking
The Foundation manages over 1,200 individual funds and conducts multi-year, multi-million dollar capital and endowment campaigns. Grant activity includes:
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Geographic Focus
Where this funder awards grants
The Foundation's funding is geographically concentrated in Central New York, with primary focus on supporting Upstate Medical University and its service area. The organization has indicated foreign activities in its tax filings.
Financial History
Multi-year comparison from IRS filings
Fiscal Year 2024 (Most Recent Complete Data):
- Total Revenue: $35,375,330
- Total Expenses: $18,934,760
- Net Income: $16,440,570
- Net Assets: $193,484,907
Revenue Composition (FY 2024):
- Contributions: $22,477,665 (63.5%)
- Investment Income: $6,017,313 (17.0%)
- Sales of Assets: $6,352,037 (18.0%)
- Other Revenue: $573,111 (1.0%)
- Net Fundraising: -$44,796
Assets Under Management: The Foundation manages total assets exceeding $300 million and is largely self-supporting.
Historical Asset Growth:
- December 2013: $87.8 million
- December 2019: $204.2 million
- December 2023: $261.7 million
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $324,860,370 | $299,812,098 | $261,658,864 |
| Revenue | $31,915,644 | $35,375,330 | $27,314,642 |
| Expenses | $16,085,661 | $18,934,760 | $11,757,582 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $18,156,689 | $12,369,350 | $13,068,695 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 11, 2026)
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
673 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| HSC FOUNDATION SPECIAL GIFTS FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $671,534 |
| GOLISANO CENTER FOR SPECIAL NEEDS FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $626,914 |
| DEPARTMENT OF SURGERY COMPREHENSIVE FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $480,440 |
| PROPERTY DEVELOPMENT FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $423,691 |
| CATHOLIC CHARITIES OF ONON CTY ORRSASIC GRANT FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $336,703 |
| UPSTATE PSYCHIATRIC NURSE PRACTIONER FELLOWSHIP FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $264,681 |
| UNIVERSITY HOSPITAL MEDICAL STAFF FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $172,382 |
| NAPPI WELLNESS INSTITUTE FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $163,597 |
| ELIZABETH BLACKWELL MD LEGACY FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $150,300 |
| PLACE AT UPSTATE MEDICAL FUND | TO SUPPORT THE PURPOSE AND MISSION OF UPSTATE MEDICAL UNIVERSITY | $150,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Vice President for Development: Eileen Pezzi
- Principal Officer: Gail McIntyre, CPA
The Foundation operates with a 42-member board of directors and a staff of 19 full- and part-time employees.
The Upstate Foundation Inc is led by Rita L. Reicher PhD, Chair on every filing since 2020; none of the 28 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rita L. Reicher PhD
Chair
On filings since 2020
1 hr/week
No compensation reported
Andrew K. Palmer MD
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Chung-Taik Chung MD
Director
On filings since 2020
0.5 hrs/week
No compensation reported
David K. Schneckenburger
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Gary Grossman CPA
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Gregory L. Eastwood MD
Director
On filings since 2020
0.5 hrs/week
No compensation reported
John F. Brogan CPA
Director
On filings since 2020
0.5 hrs/week
No compensation reported
John L. Murad Jr.
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Joseph L. Lalonde
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Joshua P. Solomon
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Juli G. Boeheim
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Karen K. Bullivant
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Maureen Dunn McGlynn
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Michael H. Ratner MD
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Scott M. Matukas
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Stephen P. McCoy CPA
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Stephen Yl Chow
Director
On filings since 2020
0.5 hrs/week
No compensation reported
April Stone
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Nathan Andrews
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Phillip Capozzi MD
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Timothy A. Damron MD
Director
On filings since 2023
0.5 hrs/week
No compensation reported
William J. Killory CPA
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Kollin Black
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Dodie Vlassis
Secretary
On filings since 2020
1 hr/week
No compensation reported
Gail M. McIntyre CPA
Treasurer
On filings since 2020
1 hr/week
No compensation reported
J. Daniel Pluff
Assistant Treasurer
On filings since 2020
1 hr/week
No compensation reported
Paul P. Mello
Vice Chair
On filings since 2020
1 hr/week
No compensation reported
Mantosh Dewan MD
Ex-Officio
On filings since 2024
0.5 hrs/week
No compensation reported
Former officers (4)
- Former: Chris Spera (2020–2024) — Director
- Former: John M. Bernardo (2023–2024) — Director
- Former: William J. Killroy CPA (2020–2023) — Director
- Former: Donald B. Barter Cima (2020) — Director
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.
Contact Information
Correspondence Address: 750 E. Adams Street Syracuse, NY 13210
Office Location: 5784 Widewaters Parkway Syracuse, NY 13214
Phone: 315-464-4416 Fax: 315-464-4819 Email: FDN@upstate.edu Website: www.upstatefoundation.org
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Upstate Foundation Inc fund?
**Mission:** Impacting patient care, education, research, and community health and well-being through charitable giving. The Foundation supports four primary focus areas: • **Patient Care:** Including support for Upstate University Hospital, Upstate Community Hospital, Upstate Golisano Children's Hospital, and the Upstate Cancer Center • **Education:** Scholarship funding to ensure sufficient numbers of qualified healthcare providers; administration of alumni associations for the colleges of Nu…
How do I apply for a grant from The Upstate Foundation Inc?
The Foundation manages over 1,200 individual funds and conducts multi-year, multi-million dollar capital and endowment campaigns. Grant activity includes: • **Annual Campaigns:** Continuous support through annual funds for Upstate University Hospital and Upstate Community Hospital (Friend in Deed campaign), Upstate Golisano Children's Hospital, and Upstate Cancer Center • **Donor-Advised Funds:** The Foundation operates a donor-advised fund program allowing donors to direct distribution and inv…
Where does The Upstate Foundation Inc make grants?
The Foundation's funding is geographically concentrated in Central New York, with primary focus on supporting Upstate Medical University and its service area. The organization has indicated foreign activities in its tax filings.
What is The Upstate Foundation Inc's EIN?
The Upstate Foundation Inc's EIN (Employer Identification Number) is 16-1068101. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.