Utica National Group Foundation Inc
Utica National Group Foundation Inc. is a private foundation based in Utica, New York. It makes grants to nonprofit organizations with 501(c)(3) federal tax-exempt status for charitable, scientific, literary, or educational purposes, with particular attention to requests supporting the healthy development of children and families and addressing the root causes of social problems.
Key facts about Utica National Group Foundation Inc
In short: Utica National Group Foundation Inc gave $607K across 52 grants in 2024 (avg $12K), mostly in New York. 37% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 16-1313450
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $606,601
- Grants made (2024)
- 52
- Average grant
- $11,665
- Median grant
- $1,500
- New grantees (estimate)
- 37% first-time grantees (19 of 52, 2024)
- Total assets
- $3,739,111
- Primary geography
- New York (84% of itemized 2024 grant dollars)
- How to apply
- The Foundation accepts written grant requests for review by its Screening Committee. Full details ↓
- Deadline
- The filing lists deadlines of January 15, April 15, July 15, and October 15.
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is Utica National Group Foundation Inc open to new grantees?
37%
first-time grantees, 2024
In 2024, 19 of 52 grantees (37%) were first-time recipients. First grants averaged $6K; repeat grants $15K. How we count
Medians: $1K first-time, $2K repeat.
- 56% of 2024 grantees were also funded in 2023. Method
- Giving fell 29% from 2021 to 2024. Method
- In 2024 it paid out 330% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Foundation’s applicant information emphasizes healthy child and family development and addressing root causes of social problems. Its general grant purposes include charitable, scientific, literary, and educational work. It gives higher priority to projects that would not normally receive public tax funding.
Its 2024 grantees illustrate a range of work. United Way of the Mohawk Valley describes its mission as connecting people, resources, and solutions to create a thriving community; Clear Path for Veterans describes its work as building connections and community support for military members, veterans, and their families. Other grantees include The Root Farm, which focuses on learning and healing through equine, agricultural, and recreational experiences, and Utica University, which describes its mission as helping learners achieve career and life goals through educational pathways.
Grantmaking
In 2024, the Foundation reported 52 grants totaling $606,601. Grant amounts ranged from $50 to $200,000, with a median grant of $1,500. The largest listed awards included $200,000 to MVHS Foundation for program services; $69,576 to United Way of the Mohawk Valley for disaster relief; $50,500 to LeMoyne College as a matching gift; $50,000 to OnPoint for College for program services; and $40,000 to Boilermaker Road Race for program services. Other listed awards included $35,000 to The Community Foundation of Herkimer & Oneida Counties, $25,000 each to Clear Path for Veterans and The Hope House, and $20,000 to the American Red Cross.
Review Cycle
** The filing lists deadlines of January 15, April 15, July 15, and October 15.
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Geographic Focus
Where this funder awards grants
The Foundation says it supports communities where the company does business and where its employees work and live. In 2024, 84% of grant dollars went to New York recipients; other reported recipient-state shares were Massachusetts (5%), the District of Columbia (3%), Georgia (3%), and North Carolina (2%).
Grant Distribution by State
Share of all 52 itemized 2024 grant dollars.
States
Cities
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
256 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MVHS FOUNDATION Utica, NY | PROGRAM SERVICES | $200,000 |
| UNITED WAY OF THE MOHAWK VALLEY Utica, NY | DISASTER RELIEF CONTRIBUTION | $69,576 |
| LEMOYNE COLLEGE Syracuse, NY | MATCHING GIFT TO COLLEGE | $50,500 |
| ONPOINT FOR COLLEGE Syracuse, NY | PROGRAM SERVICES | $50,000 |
| BOILERMAKER ROAD RACE Utica, NY | PROGRAM SERVICES | $40,000 |
| THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES Utica, NY | PROGRAM SERVICES | $35,000 |
| CLEAR PATH FOR VETERANS INC Chittenango, NY | PROGRAM SERVICES | $25,000 |
| THE HOPE HOUSE Boston, MA | PROGRAM SERVICES | $25,000 |
| AMERICAN RED CROSS Washington, DC | PROGRAM SERVICES | $20,000 |
| UNITED WAY OF NORTH CAROLINA Cary, NC | CONTRIBUTION | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $3,739,111 | $187,829 | $615,531 | $606,601 | 52 |
| 2023 | $4,107,326 | $226,204 | $762,858 | $747,172 | 47 |
| 2022 | $4,643,980 | $310,132 | $770,072 | $746,450 | 61 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Richard P. Creedon as president and director; Kristen H. Martin as vice president and director; Louisa S. Ruffine as secretary; and Elizabeth M. Miller as treasurer. Directors listed were Russell A. Acevedo, Tiffany L. Hawkins, Paul A. Hagstrom, Gregory M. Harden, Zelda J. Holcomb, and Timothy R. Reed.
Utica National Group Foundation Inc is led by Richard P. Creedon, President & Director since 2021 (on filings since 2020); none of the 15 officers listed in 2024 report compensation.
Officers on the 2024 filing
Richard P. Creedon
President & Director
President → President & Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Donald Cardarelli
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Eric Scholl
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Gregory M. Harden
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Kristen H. Martin
Vice President & Director
Vice President → Vice President & Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Linda E. Romano
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Paul A. Hagstrom
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Russell A. Acevedo
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Timothy R. Reed
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Zelda J. Holcomb
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Billy J. Taylor
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Dorinda K. Culp
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Tiffany L. Hawkins
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Louisa S. Ruffine
Secretary
On filings since 2020
1 hr/week
No compensation reported
Elizabeth M. Miller
Treasurer
On filings since 2022
1 hr/week
No compensation reported
Former officers (3)
- Former: C. William Bachman (2020–2022) — Director
- Former: Peter O'Neill (2020–2022) — Director
- Former: Brian W. Miller (2020–2021) — Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Lydia Berez
Mailing address: PO Box 530, Utica, NY 13503
Phone: (315) 734-2000
Email: n/a
Website: https://uticanational.com
Frequently asked questions about Utica National Group Foundation Inc
How much does Utica National Group Foundation Inc give each year?
Utica National Group Foundation Inc gave $607K across 52 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $747K across 47 grants.
What is Utica National Group Foundation Inc's typical grant size?
Utica National Group Foundation Inc's median grant in 2024 was $1,500, and its average grant was $11,665, across 52 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Utica National Group Foundation Inc that year got $6K on average.
Where does Utica National Group Foundation Inc give grants?
Utica National Group Foundation Inc gives mostly in New York: 84% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Utica, NY (17 grants), Syracuse, NY (3 grants), Boston, MA (3 grants) and New Hartford, NY (2 grants).
Does Utica National Group Foundation Inc give general operating support?
Not in 2024: none of the 52 grants with a stated purpose on Utica National Group Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Services" (42 grants) and "Matching Gift to College" (7 grants).
Who are Utica National Group Foundation Inc's largest grantees?
Utica National Group Foundation Inc's largest 2024 grantees include MVHS Foundation ($200,000), United Way of the Mohawk Valley ($69,576) and Lemoyne College ($50,500), according to its 2024 IRS Form 990-PF. Together they received 53% of its itemized 2024 grant dollars.
How large is Utica National Group Foundation Inc?
Utica National Group Foundation Inc reported $3.7M in total assets on its 2024 IRS Form 990-PF. It paid out $607K in qualifying distributions that year, against a required minimum of $184K (roughly 5% of its investment assets).
What does Utica National Group Foundation Inc fund?
The Foundation’s applicant information emphasizes healthy child and family development and addressing root causes of social problems. Its general grant purposes include charitable, scientific, literary, and educational work. It gives higher priority to projects that would not normally receive public tax funding. Its 2024 grantees illustrate a range of work. United Way of the Mohawk Valley describes its mission as connecting people, resources, and solutions to create a thriving community; Clear …
How do I apply for a grant from Utica National Group Foundation Inc?
The Foundation accepts written grant requests for review by its Screening Committee. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Utica National Group Foundation Inc by hand.
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