Utica National Group Foundation Inc
The Utica National Group Foundation is a private foundation established in 1987 by Utica National Insurance Group in advance of the company's 75th anniversary. Based in Utica, New York, the foundation makes grants to nonprofit organizations in communities where the company operates, with a commitment to creating positive community impact regardless of economic conditions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.7M
-9.0% YoY
Annual Giving
$607K
-18.8% YoY
Grant Count
52
+10.6% YoY
Avg Grant Size
$12K
-26.6% YoY
Under IRS private-foundation payout rules, Utica National Group Foundation Inc reported a distributable amount of $184K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation focuses its grantmaking on issues relating to poverty, education, and supporting youth and their families. The foundation is committed to addressing root cause issues that promote the betterment of families and support stronger, more cohesive family units.
Grantmaking
Since its inception through March 2025, the foundation has awarded more than $11.4 million in grants.
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Geographic Focus
Where this funder awards grants
The foundation funds organizations in communities where Utica National Insurance Group has offices, with particular emphasis on the Utica, New York region and surrounding areas in Herkimer and Oneida Counties.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of the fiscal year ending December 2023, the foundation is tax-exempt (since August 1988, EIN: 16-1313450).
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,739,111 | $4,107,326 | $4,643,980 |
| Revenue | $187,829 | $226,204 | $310,132 |
| Expenses | $615,531 | $762,858 | $770,072 |
| Qualifying Distributions | $606,601 | $747,172 | $746,450 |
| Net Investment Income | $182,041 | $213,927 | $295,303 |
| Distributable Amount | $183,879 | $214,013 | $250,585 |
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 2024
Grant Size Distribution
231 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mvhs Foundation ($200,000), United Way of the Mohawk Valley ($69,576), Lemoyne College ($50,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ABRAHAM HOUSE UTICA, NY | PROGRAM SERVICES | $1,500 |
| AMERICAN RED CROSS WASHINGTON, DC | PROGRAM SERVICES | $20,000 |
| BOILERMAKER ROAD RACE UTICA, NY | PROGRAM SERVICES | $40,000 |
| BROADWAY THEATER LEAGUE UTICA, NY | PROGRAM SERVICES | $1,500 |
| BROTHERTOWN SCHOLARSHIP FUND POUGHKEEPSIE, NY | PROGRAM SERVICES | $1,250 |
| CENTRAL ASSOC FOR THE BLIND AND VISUALLY IMPAIRED INC UTICA, NY | PROGRAM SERVICES | $3,000 |
| CLEAR PATH FOR VETERANS INC CHITTENANGO, NY | PROGRAM SERVICES | $25,000 |
| CLINTON DOLLARS FOR SCHOLARS CLINTON, NY | PROGRAM SERVICES | $1,250 |
| CYSTIC FIBROSIS FOUNDATION BETHESDA, MA | PROGRAM SERVICES | $1,000 |
| ELGIN COMMUNITY COLLEGE FOUNDATION ELGIN, IL | MATCHING GIFT TO COLLEGE | $1,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Bernard Turi, Utica National Insurance Group senior vice president, chairs the screening committee for the Utica National Group Foundation Fund. The screening committee is a nine-person employee group whose members serve six-year terms and help decide which organizations receive grants.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD P CREEDON | PRESIDENT/DIRECTOR | 1 | — |
| KRISTEN H MARTIN | VICE PRESIDENT/DIRECTOR | 1 | — |
| LOUISA S RUFFINE | SECRETARY | 1 | — |
| ELIZABETH M MILLER | TREASURER | 1 | — |
| RUSSELL A ACEVEDO | DIRECTOR | 0.25 | — |
| TIFFANY L HAWKINS | DIRECTOR | 0.25 | — |
| PAUL A HAGSTROM | DIRECTOR | 0.25 | — |
| GREGORY M HARDEN | DIRECTOR | 0.25 | — |
| ZELDA J HOLCOMB | DIRECTOR | 0.25 | — |
| TIMOTHY R REED | DIRECTOR | 0.25 | — |
| LINDA E ROMANO | DIRECTOR | 0.25 | — |
| ERIC SCHOLL | DIRECTOR | 0.25 | — |
| DONALD CARDARELLI | DIRECTOR | 0.25 | — |
| DORINDA K CULP | DIRECTOR | 0.25 | — |
| BILLY J TAYLOR | DIRECTOR | 0.25 | — |
Recent News & Activity
Recent developments and announcements
The foundation serves as the title sponsor of the Utica National Kids' Run, an event held annually every July in conjunction with the Boilermaker Road Race in Utica, New York. The Kids' Run has been sponsored by the foundation since its inception in 1989 and promotes the importance of health and exercise.
Utica National Group Foundation Announces $1M Grant to MVHS FoundationFrequently Asked Questions
What does Utica National Group Foundation Inc fund?
The foundation focuses its grantmaking on issues relating to poverty, education, and supporting youth and their families. The foundation is committed to addressing root cause issues that promote the betterment of families and support stronger, more cohesive family units.
How do I apply for a grant from Utica National Group Foundation Inc?
Since its inception through March 2025, the foundation has awarded more than $11.4 million in grants. Recent grant activity includes: • $1 million gift to The Community Foundation of Herkimer & Oneida Counties to address root cause issues promoting family betterment • $250,000 awarded to more than 30 local food pantries and soup kitchens (awarded for two consecutive years) • $125,000 commitment to ICANS' new Family Resource Center and Children's Museum • $1 million grant to MVHS Foundation The …
Where does Utica National Group Foundation Inc make grants?
The foundation funds organizations in communities where Utica National Insurance Group has offices, with particular emphasis on the Utica, New York region and surrounding areas in Herkimer and Oneida Counties.
What size grants does Utica National Group Foundation Inc award?
In 2024, Utica National Group Foundation Inc awarded 52 grants totaling $607K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Utica National Group Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Utica National Group Foundation Inc reported a distributable amount of $184K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Utica National Group Foundation Inc's EIN?
Utica National Group Foundation Inc's EIN (Employer Identification Number) is 16-1313450. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Utica National Group Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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