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Nonprofit · EIN 47-5464829

CDC OF UPSTATE NEW YORK INC

Tax-exempt · ROCHESTER, NY 14606

Financials

$22K$36K2023$49K$62K2024$70K$36K2025
Revenue Expenses · by fiscal year end
Financials of CDC OF UPSTATE NEW YORK INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$70,353$35,513$34,840$586,023$0$586,023
December 31, 2024990-PF$48,552$62,261-$13,709$551,183$0$551,183
December 31, 2023990-PF$21,789$36,433-$14,644$553,842$0$553,842
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$60,199
Interest
$1
Net gain from sales of assets
$10,153

Expenses

Grants and similar amounts paid
$32,380
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$32,380
Excise tax on investment income
$946

Balance sheet and other

Total assets, start of year
$551,183
Total assets, end of year
$586,023
Total liabilities, end of year
$0
Net assets, end of year
$586,023
Fair market value of assets
$671,035
Qualifying distributions
$32,380
Net investment income
$70,353

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN M SUMMERS
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
PRESIDENT & TREASURER1$0
KENNETH A MARVALD
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
VICE PRESIDENT & SECRETARY1$0
ROBERT SANDS
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN M SUMMERS
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
PRESIDENT & TREASURER1$0
KENNETH A MARVALD
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
VICE PRESIDENT & SECRETARY1$0
ROBERT SANDS
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN M SUMMERS
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
PRESIDENT & TREASURER1$0
KENNETH A MARVALD
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
VICE PRESIDENT & SECRETARY1$0
ROBERT SANDS
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606
DIRECTOR1$0

Address and contacts

Address (IRS master file)
1001 LEXINGTON AVENUE, ROCHESTER, NY 14606-2847
Signed the 990-PF
KEN MARVALD, VICE PRESIDENT
Phone
(585) 546-6830
Return prepared by
MENGEL METZGER BARR & CO LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-5464829
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$586,023
Income (IRS master file)
$124,873

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$70,353$35,513$586,023IRS
990-PFDecember 2024$48,552$62,261$551,183IRS
990-PFDecember 2023$21,789$36,433$553,842XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 47-5464829).

Questions about CDC OF UPSTATE NEW YORK INC

What is the EIN of CDC OF UPSTATE NEW YORK INC?
The employer identification number (EIN) of CDC OF UPSTATE NEW YORK INC is 47-5464829.
Is CDC OF UPSTATE NEW YORK INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to CDC OF UPSTATE NEW YORK INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CDC OF UPSTATE NEW YORK INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CDC OF UPSTATE NEW YORK INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CDC OF UPSTATE NEW YORK INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CDC OF UPSTATE NEW YORK INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CDC OF UPSTATE NEW YORK INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,353, expenses of $35,513 and total assets of $586,023 at year end.

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