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Utica National Group Foundation Inc at a glance

· Private foundation

Utica National Group Foundation Inc

Its FY2024 filing reports that it accepted unsolicited grant applications.

$607k
Granted FY2024still arriving
52
Grants FY2024still arriving
11
States reached
$200k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$1.6MEducation$1.5MHuman Services$514kHealth$342kRecreation & Sports$310kPublic Safety & Disaster$152kHousing & Shelter$100kCrime & Legal$40kOther$0
02FY2024 · 52 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k40 grants · $52k
  • $10k–50k8 grants · $185k
  • $50k–250k4 grants · $370k
$1,500
Median grant
11
States reached
$3.7M
Total assets
Largest grants
RecipientAmount
MVHS FOUNDATION$200,000
UNITED WAY OF THE MOHAWK VALLEY$69,576
LEMOYNE COLLEGE$50,500
ONPOINT FOR COLLEGE$50,000
BOILERMAKER ROAD RACE$40,000
THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES$35,000
CLEAR PATH FOR VETERANS INC$25,000
THE HOPE HOUSE$25,000
AMERICAN RED CROSS$20,000
UNITED WAY OF THE CENTRAL SAVANNAH RIVER AREA$15,000
UNITED WAY OF NORTH CAROLINA$15,000
ST JUDE CHILDREN'S HOSPITAL$10,000
SALVATION ARMY$5,500
MIDTOWN UTICA COMMUNITY CENTER$5,000
CENTRAL ASSOC FOR THE BLIND AND VISUALLY IMPAIRED INC$3,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–24, $252k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%FREEDOM GUIDE DOGS FOR THE BLIND INC: $5k → 16%AMERICAN RED CROSS: $20k → 14%CLEAR PATH FOR VETERANS INC: $25k → 11%PATHFINDER VILLAGE FOUNDATION: $25k → 13%FREEDOM GUIDE DOGS FOR THE BLIND INC: $5k → 16%SITRIN FOUNDATION: $1k → 16%SITRIN FOUNDATION: $500 → 16%SITRIN FOUNDATION: $500 → 16%SITRIN FOUNDATION: $500 → 16%SITRIN FOUNDATION: $500 → 16%SITRIN FOUNDATION: $500 → 16%HOUSE OF THE GOOD SHEPARD: $25k → 16%COMPASSION COALITION: $23k → 16%COMPASSION COALITION: $20k → 16%HOUSE OF THE GOOD SHEPERD: $20k → 16%COMPASSION COALITION: $20k → 16%MOHAWK VALLEY RESOURCE CTR FOR REFUGEES: $5k → 16%HOUSE OF THE GOOD SHEPHERD: $15k → 16%COMPASSION COALITION: $15k → 16%THEA BOWMAN HOUSE: $10k → 16%NEIGHBORHOOD CENTER: $10k → 16%FOR THE GOOD INC: $2k → 16%EMPOWERED PATHWAYS: $1k → 16%EMPOWERED PATHWAYS: $1k → 16%RCIL: $1k → 16%EMPOWERED PATHWAYS: $800 → 16%THE CENTER FOR FAMILY AND LIFE RECOVERY: $500 → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
MN
IL
NY
MA
IA
OH
PA
CT
RI
CA
VA
MD
TN
NC
DC
GA
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

82%of every dollar goes to organizations it has funded before.
$3.4M · 63 repeat orgs$719k to everyone else

Grantees it renews have grown median revenue +35% since the first grant, against +18% for those funded once.

63 repeat relationships: 34 still active in FY2024, 29 since wound down; 17 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

63
75

Total granted

$3.4M
$597k

Median revenue growth · since first grant

+35%
+18%

Still filing today

60%
39%

New vs renewed · share of each year

In FY2024, 79% of grant dollars renewed an existing relationship; $122k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationHuman ServicesHealthPhilanthropyArts & CultureInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • LM
    Le Moyne College
    5× · 2017–2024 · $158k · revenue +23%
  • IC
    INTEGRATED COMMUNITY ALTERNATIVES NETWORK INC
    2× · 2019–2021 · $140k · revenue +155%
  • CC
    COMPASSION COALITION INC
    5× · 2017–2022 · $93k · revenue +244%

Funded once

  • UW
    UNITED WAY (TO COVER EMPLOYEE CONTRIBUTIONS)
    one grant, 2020 · $160k
  • RM
    ROME MEMORIAL HOSPITAL FOUNDATION INC
    one grant, 2023 · $100k · revenue -67%
  • LC
    LEMOYNE COLLEGE - MCNEIL ACADEMY OF RISK
    one grant, 2022 · $50k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
2
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
3
Stony Brook Ophthalmology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
4
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
5
University Associates in Obstetrics and Gynecology University Faculty Pract ice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
7
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
8
Stony Brook Orthopedic Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
10
Stony Brook Childrens Services University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
11
Fordham University

Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.

Education
12
United Way of Central New York Inc

To improve lives by mobilizing the caring power of our community.

Philanthropy
How this is measured
The grantee most central to the portfolio’s shape is United Way of Greater Richmond & Petersburg; the most unlike its peers is Rome Art and Community Center. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

83 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 83 of the 158 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
10
Early backer (in before they grew)
81/83
Grantees still filing
54/83
Grew since first funded

Where the money sits, by cause and then by grantee

MVHS FOUNDATION: $1,000,000 · OtherMVHS FOUNDATIONUNITED WAY (TO COVER EMPLOYEE CONTRIBUTIONS): $160,243 · OtherUNITED WAY (TO COVER EMPLOYEE CONTRIBUTIONS)INTEGRATED COMMUNITY ALTERNATIVES NETWORK INC: $140,000 · OtherINTEGRATED COMMUNITY ALTERNATIVES NETWORK INCAMERICAN RED CROSS: $130,000 · OtherAMERICAN RED CROSSIndividual grant recipient: $125,000 · OtherJOHNSON PARK CENTER: $101,000 · OtherROME MEMORIAL HOSPITAL FOUNDATION INC: $100,000 · OtherTHE RESCUE MISSION OF UTICA INC: $85,150 · Other+88 more: $559,855 · Other+88 moreUNITED WAY OF THE MOHAWK VALLEY INC: $635,276 · PhilanthropyUNITED WAY OF THE MOHAWK VALLEY…THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC: $573,900 · PhilanthropyTHE COMMUNITY FOUNDATION FOR TH…+7 more: $102,500 · Philanthropy+7 moreLe Moyne College: $158,000 · EducationON POINT FOR COLLEGE INC: $75,000 · EducationUTICA UNIVERSITY: $14,822 · EducationAIDS COMMUNITY RESOURCES INC D/B/A ACR HEALTH: $10,815 · Education+17 more: $21,555 · EducationCOMPASSION COALITION INC: $92,500 · Human ServicesHOUSE OF THE GOOD SHEPHERD: $60,000 · Human ServicesPATHFINDER VILLAGE FOUNDATION INC: $25,000 · Human ServicesCLEAR PATH FOR VETERANS INC: $25,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $20,000 · Human ServicesTHE NEIGHBORHOOD CENTER INC: $10,000 · Human ServicesTHEA BOWMAN HOUSE INC: $10,000 · Human ServicesFreedom Guide Dogs for the Blind Inc: $10,000 · Human Services+6 more: $14,700 · Human ServicesTHE BOILERMAKER ROAD RACE INC: $205,230 · Arts & CultureKEYS CORP: $7,500 · Arts & Culture+3 more: $7,070 · Arts & CultureAmerican Heart Association Inc: $72,625 · HealthHOPE HOUSE INC: $50,000 · HealthTHE ROOT FARM INC: $28,700 · HealthHOPE HOUSE INC: $25,000 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $10,000 · HealthCENTRAL ASSOCIATION FOR THE BLIND INC: $9,500 · Health+4 more: $8,000 · HealthInternational Rescue Committee INC: $25,000 · InternationalUNITED STATES FUND FOR UNICEF: $5,000 · InternationalMEDECINS SANS FRONTIERES USA INC: $5,000 · International
Other$2,401,248Philanthropy$1,311,676Education$280,192Human Services$267,200Arts & Culture$219,800Health$203,825International$35,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNITED WAY OF THE MOHAWK VALLEY INC: $635,276 over 8y, 5.1% of budgetTHE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC: $573,900 over 4y, 3.6% of budgetTHE BOILERMAKER ROAD RACE INC: $205,230 over 8y, 4.5% of budgetLe Moyne College: $158,000 over 5y, 0.0% of budgetINTEGRATED COMMUNITY ALTERNATIVES NETWORK INC: $140,000 over 2y, 0.7% of budgetROME MEMORIAL HOSPITAL FOUNDATION INC: $100,000 over 1y, 1.5% of budgetCOMPASSION COALITION INC: $92,500 over 5y, 0.1% of budgetTHE RESCUE MISSION OF UTICA INC: $85,150 over 4y, 0.4% of budgetON POINT FOR COLLEGE INC: $75,000 over 2y, 1.4% of budgetAmerican Heart Association Inc: $72,625 over 4y, 0.0% of budgetHOUSE OF THE GOOD SHEPHERD: $60,000 over 3y, 0.1% of budgetHOPE HOUSE INC: $50,000 over 2y, 0.3% of budgetTHE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC: $35,000 over 1y, 0.1% of budgetTHE ROOT FARM INC: $28,700 over 3y, 3.1% of budgetHOPE HOUSE INC: $25,000 over 1y, 0.4% of budgetPATHFINDER VILLAGE INC: $25,000 over 1y, 0.2% of budgetPATHFINDER VILLAGE FOUNDATION INC: $25,000 over 1y, 1.5% of budgetCLEAR PATH FOR VETERANS INC: $25,000 over 1y, 0.6% of budgetInternational Rescue Committee INC: $25,000 over 1y, 0.0% of budgetABRAHAM HOUSE: $21,500 over 6y, 1.6% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $20,000 over 1y, 0.0% of budgetUNITED WAY OF THE CSRA INC: $15,000 over 1y, 0.4% of budgetUNITED WAY OF NORTH CAROLINA: $15,000 over 1y, 0.1% of budgetUTICA UNIVERSITY: $14,822 over 8y, 0.0% of budgetUNITED WAY OF GREATER RICHMOND & PETERSBURG: $13,500 over 7y, 0.0% of budgetUNITED WAY OF METROPOLITAN DALLAS INC: $13,500 over 7y, 0.0% of budgetUnited Way Of Massachusetts Bay Inc: $13,500 over 7y, 0.0% of budgetUNITED WAY OF CENTRAL OHIO INC: $13,500 over 7y, 0.0% of budgetAIDS COMMUNITY RESOURCES INC D/B/A ACR HEALTH: $10,815 over 3y, 0.0% of budgetTHE NEIGHBORHOOD CENTER INC: $10,000 over 1y, 0.1% of budgetTHEA BOWMAN HOUSE INC: $10,000 over 1y, 0.5% of budgetFreedom Guide Dogs for the Blind Inc: $10,000 over 2y, 0.8% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $10,000 over 1y, 0.0% of budgetCENTRAL ASSOCIATION FOR THE BLIND INC: $9,500 over 4y, 0.0% of budgetKEYS CORP: $7,500 over 5y, 2.5% of budgetUNITED WAY OF METROPOLITAN CHICAGO INC: $6,000 over 4y, 0.0% of budgetUNITED WAY OF BUFFALO AND ERIE COUNTY: $6,000 over 6y, 0.0% of budgetNEW YORK INSURANCE ASSOCIATION INC: $5,000 over 1y, 0.3% of budgetSLEEP IN HEAVENLY PEACE INC: $5,000 over 1y, 0.0% of budgetMOHAWK VALLEY RESOURCE CENTER FOR REFUGEES INC: $5,000 over 1y, 0.2% of budgetUPSTATE CEREBRAL PALSY INC: $5,000 over 1y, 0.0% of budgetUNITED STATES FUND FOR UNICEF: $5,000 over 1y, 0.0% of budgetTHE MIDTOWN UTICA COMMUNITY CENTER INC: $5,000 over 1y, 0.9% of budgetMEDECINS SANS FRONTIERES USA INC: $5,000 over 1y, 0.0% of budgetMARY CARIOLA CHILDREN'S CENTER INC: $5,000 over 1y, 0.0% of budgetUNIVERSITY OF ROCHESTER: $3,820 over 5y, 0.0% of budgetSITRIN FOUNDATION INC: $3,500 over 5y, 0.5% of budgetST LAWRENCE UNIVERSITY: $3,425 over 7y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds UNITED WAY OF THE MOHAWK VALLEY INC ↗
  • Who funds THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC ↗
  • Who funds THE BOILERMAKER ROAD RACE INC ↗
  • Who funds Le Moyne College ↗
  • Who funds INTEGRATED COMMUNITY ALTERNATIVES NETWORK INC ↗
  • Who funds ROME MEMORIAL HOSPITAL FOUNDATION INC ↗
  • Who funds COMPASSION COALITION INC ↗
  • Who funds THE RESCUE MISSION OF UTICA INC ↗
  • Who funds ON POINT FOR COLLEGE INC ↗
  • Who funds American Heart Association Inc ↗
  • Who funds HOUSE OF THE GOOD SHEPHERD ↗
  • Who funds HOPE HOUSE INC ↗
  • Who funds THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC ↗
  • Who funds THE ROOT FARM INC ↗
  • Who funds HOPE HOUSE INC ↗
  • Who funds PATHFINDER VILLAGE INC ↗
  • Who funds PATHFINDER VILLAGE FOUNDATION INC ↗
  • Who funds CLEAR PATH FOR VETERANS INC ↗
  • Who funds International Rescue Committee INC ↗
  • Who funds ABRAHAM HOUSE ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds UNITED WAY OF THE CSRA INC ↗
  • Who funds UNITED WAY OF NORTH CAROLINA ↗
  • Who funds UTICA UNIVERSITY ↗
  • Who funds UNITED WAY OF GREATER RICHMOND & PETERSBURG ↗
  • Who funds UNITED WAY OF METROPOLITAN DALLAS INC ↗
  • Who funds United Way Of Massachusetts Bay Inc ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundat…Bank of Utica Foundat…Indium Corporation an…Joseph and Inez E Car…The James H Wurz Jr a…Hazen B Hinman Sr Fou…Mother Cabrini Health…Price Chopper's Golub…The Griffin Charitabl…United Way of the Moh…Central New York Comm…The Jeremiah O McCart…
The Community Foundation of Herkimer and Oneida Counties IncNY67.6× affinity31 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Herkimer and Oneida Counties Inc · Bank of Utica Foundation Inc · Indium Corporation and Macartney Family Foundation Inc · Joseph and Inez E Carbone Foundation · The James H Wurz Jr and Edward T Wurz Sr Foundation · Hazen B Hinman Sr Foundation Inc · Mother Cabrini Health Foundation Inc · Price Chopper's Golub Foundation · The Griffin Charitable Foundation Inc · United Way of the Mohawk Valley Inc · Central New York Community Foundation Inc · The Jeremiah O McCarthy Family Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Utica National Group Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Utica National Group Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 13%
  • United Way of Massachusetts Bay Inc: 23% of income from government
  • Hope House Inc: 13% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • Gordon College: 1% of income from government
no gov moneyreceives it· size = income
0get no government money at all
21report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Utica National Group Foundation Inc?

Find your warmest path to Utica National Group Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 158 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Utica National Group’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home