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
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
No grants recorded for .
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 FoundationRelated Funders
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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