Nonprofit · EIN 16-1313450
UTICA NATIONAL FOUNDATION INC
Tax-exempt · UTICA, NY 13503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $187,829 | $615,531 | -$427,702 | $3,739,111 | $0 | $3,739,111 |
| December 31, 2023 | 990-PF | $226,204 | $762,858 | -$536,654 | $4,107,326 | $0 | $4,107,326 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $74,825
- Interest
- $54,889
- Net gain from sales of assets
- $47,099
- Other income
- $11,016
Expenses
- Grants and similar amounts paid
- $606,601
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $606,601
- Excise tax on investment income
- $2,530
Balance sheet and other
- Total assets, start of year
- $4,107,326
- Total assets, end of year
- $3,739,111
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,739,111
- Fair market value of assets
- $4,115,281
- Qualifying distributions
- $606,601
- Net investment income
- $187,829
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD P CREEDON 3935 FOUNDERS CLUB DRIVE, SARASOTA, FL 34240 | PRESIDENT/DIRECTOR | 1 | $0 |
| KRISTEN H MARTIN 8026 BRIMFIELD ST, CLINTON, NY 13323 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| LOUISA S RUFFINE 61 COLLEGE STREET, CLINTON, NY 13323 | SECRETARY | 1 | $0 |
| ELIZABETH M MILLER 10 BACK ST, NANTUCKET, MA 02554 | TREASURER | 1 | $0 |
| RUSSELL A ACEVEDO 105 CLARMAR RD, FAYETTEVILLE, NY 13066 | DIRECTOR | 0.25 | $0 |
| TIFFANY L HAWKINS 1280 UNION ST NE APT 1116, WASHINGTON, DC 20002 | DIRECTOR | 0.25 | $0 |
| PAUL A HAGSTROM 7146 COLLEGE HIL RD CLINTON NY, 13323, CLINTON, NY 13323 | DIRECTOR | 0.25 | $0 |
| GREGORY M HARDEN 170 JOHN BROWN ROAD, LAKE PLACID, NY 12946 | DIRECTOR | 0.25 | $0 |
| ZELDA J HOLCOMB 9540 LONGLOOK LAKE, COLUMBIA, MD 21045 | DIRECTOR | 0.25 | $0 |
| TIMOTHY R REED 1 SHERMAN LANE, UTICA, NY 13501 | DIRECTOR | 0.25 | $0 |
| LINDA E ROMANO 4 OLD WILLOW RD, NEW HARTFORD, NY 13413 | DIRECTOR | 0.25 | $0 |
| ERIC SCHOLL 42 HIGHLAND AVE, NEWBURY, NH 03255 | DIRECTOR | 0.25 | $0 |
| DONALD CARDARELLI 401 KILMER WAY, THE VILLAGES, FL 32162 | DIRECTOR | 0.25 | $0 |
| DORINDA K CULP 132 EVERGREEN CT, BLUE BELL, PA 19422 | DIRECTOR | 0.25 | $0 |
| BILLY J TAYLOR 709 FAIR WINDS WAY, OXON HILL, MD 20745 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD P CREEDON 4340 HAWTHORNE DRIVE, VERNON, NY 13476 | PRESIDENT/DIRECTOR | 1 | $0 |
| KRISTEN H MARTIN 8026 BRIMFIELD ST, CLINTON, NY 13323 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| LOUISA S RUFFINE 61 COLLEGE STREET, CLINTON, NY 13323 | SECRETARY | 1 | $0 |
| ELIZABETH M MILLER 10 BACK ST, NANTUCKET, MA 02554 | TREASURER | 1 | $0 |
| RUSSELL A ACEVEDO 105 CLARMAR RD, FAYETTEVILLE, NY 13066 | DIRECTOR | 0.25 | $0 |
| TIFFANY L HAWKINS 1280 UNION ST NE APT 1116, WASHINGTON, DC 20002 | DIRECTOR | 0.25 | $0 |
| PAUL A HAGSTROM 7146 COLLEGE HIL RD, CLINTON, NY 13323 | DIRECTOR | 0.25 | $0 |
| GREGORY M HARDEN 5 FAIRWAY DRIVE, MCCONNELLSVILLE, NY 13401 | DIRECTOR | 0.25 | $0 |
| ZELDA J HOLCOMB 9540 LONGLOOK LAKE, COLUMBIA, MD 21045 | DIRECTOR | 0.25 | $0 |
| TIMOTHY R REED 1 SHERMAN LANE, UTICA, NY 13501 | DIRECTOR | 0.25 | $0 |
| LINDA E ROMANO 4 OLD WILLOW RD, NEW HARTFORD, NY 13413 | DIRECTOR | 0.25 | $0 |
| ERIC SCHOLL PO BOX 246, ANNA MARIA, FL 34216 | DIRECTOR | 0.25 | $0 |
| DONALD CARDARELLI 1543 RED TAIL LANE, SKANEATELES, NY 13152 | DIRECTOR | 0.25 | $0 |
| DORINDA K CULP 132 EVERGREEN CT, BLUE BELL, PA 19422 | DIRECTOR | 0.25 | $0 |
| BILLY J TAYLOR 16014 PIERSIDE LANE, ELLISVILLE, MO 63021 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 530, UTICA, NY 13503-0530
- Signed the 990-PF
- ELIZABETH MILLER, TREASURER
- Phone
- (315) 734-2000
- Website
- WWW.UTICANATIONAL.COM
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-1313450
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $3,739,111
- Income (IRS master file)
- $187,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $187,829 | $615,531 | $3,739,111 | XML |
| 990-PF | December 2023 | $226,204 | $762,858 | $4,107,326 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1313450).
Questions about UTICA NATIONAL FOUNDATION INC
- What is the EIN of UTICA NATIONAL FOUNDATION INC?
- The employer identification number (EIN) of UTICA NATIONAL FOUNDATION INC is 16-1313450.
- Is UTICA NATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to UTICA NATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UTICA NATIONAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UTICA NATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UTICA NATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of UTICA NATIONAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does UTICA NATIONAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $187,829, expenses of $615,531 and total assets of $3,739,111 at year end.
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