Utica National Group Foundation Inc
Utica National Group Foundation Inc. is a private foundation based in Utica, New York. Founded in 1987, it makes grants to nonprofit organizations and says it seeks to contribute to communities where company employees work and live.
Utica National Group Foundation Inc at a glance
In short: Utica National Group Foundation Inc gave $607K across 52 grants in 2024 (avg $12K), mostly in New York. 35% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $606,601
- -18.8% vs 2023
- Grants made (2024)
- 52
- +10.6% vs 2023
- Average grant
- $11,665
- -26.6% vs 2023
- Median grant
- $1,500
- Total assets
- $3,739,111
- -9.0% vs 2023
- New grantees (estimate)
- 35% first-time grantees (18 of 52, 2024)
- Primary geography
- New York (84% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Utica National Group Foundation Inc
- How to Apply
-
The foundation’s applicant guidelines ask organizations to submit a written request on organizational letterhead, if applicable, signed by the chief officer on behalf of the governing body. Requests are provided to the Foundation Screening Committee for review. Requests under $500 should include a description of the organization and its mission, the amount requested, the intended use, supporting attachments, and an IRS determination letter confirming 501(c)(3) public charity status. For requests from $501 to $1,500, the guidelines also call for goals and measurable outcomes and an organizational chart. The guidelines generally exclude capital campaigns and political or voter-registration activities, and say the foundation does not consider organizations with substantial capital balances or certain endowment practices, or organizations whose governing boards primarily comprise family members or close relations of paid or executive staff.
- Review Cycle
- The 2024 filing lists January 15, April 15, July 15, and October 15. These dates are past cycles, not open deadlines.
- Deadline
- The 2024 filing lists January 15, April 15, July 15, and October 15.
- Contact
Application contact: Lydia Berez
Mailing address: PO Box 530, Utica, NY 13503
Phone: (315) 734-2000
Website: https://uticanational.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Utica National Group Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was MVHS Foundation ($200K). Together the top 10 received $530K.
Organizations only. It also paid 1 grant to individuals ($50), which are not listed by name.
Grant Size Distribution
256 grants across all recorded years
The most common grant size was under $50K: 235 grants of 256 (92%).
Geographic Focus
Where this funder awards grants
The foundation says it contributes to communities where company employees work and live. In 2024, 84% of grant dollars went to recipients in New York; the next-largest state shares were Massachusetts at 5% and the District of Columbia and Georgia at 3% each. New York recipients included organizations in Utica, Syracuse, and Chittenango.
Grant Distribution by State
Share of 2024 grant dollars across all 52 itemized grants.
States
Cities
Is Utica National Group Foundation Inc open to new grantees?
35%
first-time grantees, 2024
In 2024, 18 of 52 grantees (35%) were first-time recipients. First grants averaged $6K; repeat grants $15K. How we count
Medians: $750 first-time, $2K repeat.
- 58% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $607K (2024) to $935K (2020). In 2024 it made 52 grants totaling $607K.
Grants by year
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 |
Ready to take the next step with Utica National Group Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,739,111 | $187,829 | $615,531 | $606,601 | 52 | $606,601 | $182,041 | $183,879 |
| 2023 | $4,107,326 | $226,204 | $762,858 | $747,172 | 47 | $747,172 | $213,927 | $214,013 |
| 2022 | $4,643,980 | $310,132 | $770,072 | $746,450 | 61 | $746,450 | $295,303 | $250,585 |
| 2021 | $5,103,920 | $696,336 | $870,575 | $852,200 | 34 | $852,200 | $680,048 | $277,030 |
| 2020 | $5,278,159 | $365,498 | $955,327 | $934,818 | 62 | — | $349,087 | $302,783 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s applicant guidelines identify charitable, scientific, literary, and educational purposes, with particular attention to children, families, and root causes of social problems. Its guidelines also give higher priority to projects that would not normally receive public tax funding.
Its 2024 grants show support for a range of organizations. For example, the United Way of the Mohawk Valley describes its mission as connecting people, resources, and solutions to create a thriving community; Clear Path for Veterans says it builds connections and community support for military members, veterans, and their families. The Midtown Utica Community Center describes its work as providing a multicultural, refugee-friendly space with safety, health, and educational programming, while The Root Farm focuses on learning and healing through equine, agricultural, and recreational experiences.
Grantmaking
In 2024, the foundation reported 52 grants totaling $606,601. Awards ranged from $50 to $200,000, with a median grant of $1,500. The largest listed grants 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, and $50,000 to OnPoint for College for program services. Other notable awards included $40,000 to Boilermaker Road Race, $35,000 to The Community Foundation of Herkimer & Oneida Counties, and $25,000 each to Clear Path for Veterans and The Hope House.
The foundation’s website reports that more than $11.4 million in grants had been awarded from its inception through March 2025. It also says the foundation has sponsored the Utica National Kids’ Run since the event began in 1989 and offers a matching gift program for colleges and universities that allows employees to double their gifts through a company match.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Richard P. Creedon as president and director and Kristen H. Martin as vice president and director. Other listed officers and directors are Louisa S. Ruffine, secretary; Elizabeth M. Miller, treasurer; and directors 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.
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. It also paid 1 grant to individuals ($50), which are not listed by name. 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 guidelines identify charitable, scientific, literary, and educational purposes, with particular attention to children, families, and root causes of social problems. Its guidelines also give higher priority to projects that would not normally receive public tax funding. See mission & focus areas ↑
How do I apply for a grant from Utica National Group Foundation Inc?
The foundation’s applicant guidelines ask organizations to submit a written request on organizational letterhead, if applicable, signed by the chief officer on behalf of the governing body. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in New York
New York Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Utica National Group Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Bank of Utica Foundation Inc
Utica, NY
The foundation supports New York charitable organizations across areas including health, arts, education, community services, and libraries. In 2025, grants ranged from $100 to $100,000, with a median of $1,050. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$11.2M
Grants
114
Total Given
$605K
United Way Worldwide
Alexandria, VA
United Way Worldwide funds community programs focused on youth opportunity, health, financial security, education, and disaster relief, with 2024 grants made across multiple U.S. states and internationally. Its 209 reported grants ranged from $5,100 to $736,333, with a median of $22,675. It does not state whether it accepts unsolicited grant requests.
Assets
$68.0M
Grants
209
Total Given
$11.4M
Synchrony Foundation
Stamford, CT
In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$72.3M
Grants
394
Total Given
$20.5M
More similar funders
More Funders in New York
Cite this profile
Grantable. (2026). Utica National Group Foundation Inc funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/utica-national-group-foundation-inc-morg_a57f7ff8bfa847989ef945d523598340
BibTeX
@misc{grantable_161313450_2026,
author = {{Grantable}},
title = {{Utica National Group Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/utica-national-group-foundation-inc-morg_a57f7ff8bfa847989ef945d523598340},
note = {Accessed 2026-10-18. 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 Utica National Group Foundation Inc'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.
Utica National Group Foundation Inc down — hundreds of funders to go?