Nonprofit · EIN 16-1068101
THE UPSTATE FOUNDATION INC
Tax-exempt · SYRACUSE, NY 13210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $31,915,644 | $16,085,661 | $15,829,983 | $324,860,370 | $106,790,798 | $218,069,572 |
| December 31, 2024 | 990 | $35,375,330 | $18,934,760 | $16,440,570 | $299,812,098 | $106,327,191 | $193,484,907 |
| December 31, 2023 | 990 | $27,314,642 | $11,757,582 | $15,557,060 | $261,658,864 | $90,118,672 | $171,540,192 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $13,209,609
- Program service revenue
- $0
- Investment income
- $18,156,689
- Net gain from sales of assets
- $10,662,807
- Net income from fundraising events
- -$41,188
- Other revenue
- $549,346
Expenses
- Grants and similar amounts paid
- $10,767,850
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $13,836
- Accounting fees
- $22,840
- Occupancy
- $332,703
- Travel
- $189,440
- Program services (functional)
- $12,510,005
- Management and general (functional)
- $1,462,071
- Fundraising (functional)
- $2,113,585
Balance sheet and other
- Total assets, start of year
- $299,812,098
- Total assets, end of year
- $324,860,370
- Total liabilities, end of year
- $106,790,798
- Net assets, end of year
- $218,069,572
- Publicly traded securities
- $94,656,091
- Net assets without donor restrictions
- $28,166,286
- Net assets with donor restrictions
- $189,903,286
- Gross receipts
- $45,073,117
- Employees
- 0
- Volunteers
- 200
- Year formed
- 1976
- State of legal domicile
- NY
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL P MELLO | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| RITA L REICHER PHD | CHAIR Trustee or director, Officer | 1 | $0 |
| DODIE VLASSIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| GAIL M MCINTYRE CPA | TREASURER Trustee or director, Officer | 1 | $0 |
| J DANIEL PLUFF | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 |
| JULI G BOEHEIM | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN F BROGAN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| KAREN K BULLIVANT | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHEN YL CHOW | DIRECTOR Trustee or director | 0.5 | $0 |
| CHUNG-TAIK CHUNG MD | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY GROSSMAN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| GREGORY L EASTWOOD MD | DIRECTOR Trustee or director | 0.5 | $0 |
| WILLIAM J KILLORY CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOSEPH L LALONDE | DIRECTOR Trustee or director | 0.5 | $0 |
| SCOTT M MATUKAS | DIRECTOR Trustee or director | 0.5 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN P MCCOY CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| MAUREEN DUNN MCGLYNN | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN L MURAD JR | DIRECTOR Trustee or director | 0.5 | $0 |
| ANDREW K PALMER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL H RATNER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID K SCHNECKENBURGER | DIRECTOR Trustee or director | 0.5 | $0 |
| JOSHUA P SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 |
| NATHAN ANDREWS | DIRECTOR Trustee or director | 0.5 | $0 |
| APRIL STONE | DIRECTOR Trustee or director | 0.5 | $0 |
| PHILLIP CAPOZZI MD | DIRECTOR Trustee or director | 0.5 | $0 |
| TIMOTHY A DAMRON MD | DIRECTOR Trustee or director | 0.5 | $0 |
| MANTOSH DEWAN MD | EX-OFFICIO Trustee or director | 0.5 | $0 |
| KOLLIN BLACK | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL P MELLO CPA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| RITA L REICHER PHD | CHAIR Trustee or director, Officer | 1 | $0 |
| DODIE VLASSIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| GAIL M MCINTYRE CPA | TREASURER Trustee or director, Officer | 1 | $0 |
| J DANIEL PLUFF | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 |
| JULI G BOEHEIM | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN F BROGAN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| KAREN K BULLIVANT | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHEN YL CHOW | DIRECTOR Trustee or director | 0.5 | $0 |
| CHUNG-TAIK CHUNG MD | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY GROSSMAN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| GREGORY L EASTWOOD MD | DIRECTOR Trustee or director | 0.5 | $0 |
| WILLIAM J KILLORY CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOSEPH L LALONDE | DIRECTOR Trustee or director | 0.5 | $0 |
| SCOTT MATUKAS | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHEN P MCCOY CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| MAUREEN DUNN MCGLYNN | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN L MURAD JR | DIRECTOR Trustee or director | 0.5 | $0 |
| ANDREW K PALMER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL H RATNER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID K SCHNECKENBURGER | DIRECTOR Trustee or director | 0.5 | $0 |
| JOSHUA P SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRIS SPERA | DIRECTOR Trustee or director | 0.5 | $0 |
| NATHAN ANDREWS | DIRECTOR Trustee or director | 0.5 | $0 |
| APRIL STONE | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN M BERNARDO | DIRECTOR Trustee or director | 0.5 | $0 |
| PHILLIP CAPOZZI MD | DIRECTOR Trustee or director | 0.5 | $0 |
| TIMOTHY A DAMRON MD | DIRECTOR Trustee or director | 0.5 | $0 |
| MANTOSH DEWAN MD | EX-OFFICIO Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL P MELLO CPA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| RITA L REICHER PHD | CHAIR Trustee or director, Officer | 1 | $0 |
| DODIE VLASSIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| GAIL M MCINTYRE CPA | TREASURER Trustee or director, Officer | 1 | $0 |
| J DANIEL PLUFF | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 |
| JULI G BOEHEIM | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN F BROGAN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| KAREN K BULLIVANT | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHEN YL CHOW | DIRECTOR Trustee or director | 0.5 | $0 |
| CHUNG-TAIK CHUNG MD | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY GROSSMAN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| GREGORY L EASTWOOD MD | DIRECTOR Trustee or director | 0.5 | $0 |
| WILLIAM J KILLROY CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOSEPH L LALONDE | DIRECTOR Trustee or director | 0.5 | $0 |
| SCOTT MATUKAS | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHEN P MCCOY CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| MAUREEN DUNN MCGLYNN | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN L MURAD JR | DIRECTOR Trustee or director | 0.5 | $0 |
| ANDREW K PALMER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL H RATNER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID K SCHNECKENBURGER | DIRECTOR Trustee or director | 0.5 | $0 |
| JOSHUA P SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRIS SPERA | DIRECTOR Trustee or director | 0.5 | $0 |
| NATHAN ANDREWS | DIRECTOR Trustee or director | 0.5 | $0 |
| APRIL STONE | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN M BERNARDO | DIRECTOR Trustee or director | 0.5 | $0 |
| PHILLIP CAPOZZI MD | DIRECTOR Trustee or director | 0.5 | $0 |
| TIMOTHY A DAMRON MD | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 750 E ADAMS ST, SYRACUSE, NY 13210-2306
- Principal officer (990 for 2025)
- GAIL MCINTYRE CPA, 750 EAST ADAMS STREET, SYRACUSE, NY 13210
- Signed the 990
- GAIL MCINTYRE CPA, TREASURER
- Phone
- (315) 464-4416
- Website
- WWW.UPSTATEFOUNDATION.ORG
- Return prepared by
- FUSTCHARLES LLP
Mission
TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR CHARITABLE PURPOSES FOR EDUCATION, RESEARCH, PATIENT CARE AND COMMUNITY HEALTH AND WELLBEING, FOR SUNY UPSTATE MEDICAL UNIVERSITY AND THE CENTRAL NY REGION.
Program accomplishments
- SCIENTIFIC AND EDUCATIONAL AWARDS AND SCHOLARSHIPS FOR STUDENTS AND FACULTY AT SUNY UPSTATE MEDICAL UNIVERSITY AND HEALTHCARE SUPPORT.Expenses $12,510,005 · grants $10,767,850 · revenue $18,747,223
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 16-1068101
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $324,860,370
- Income (IRS master file)
- $45,073,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $31,915,644 | $16,085,661 | $324,860,370 | IRS |
| 990 | December 2024 | $35,375,330 | $18,934,760 | $299,812,098 | IRS |
| 990 | December 2023 | $27,314,642 | $11,757,582 | $261,658,864 | XML |
| 990 | December 2022 | $16,462,782 | $10,739,138 | $222,964,780 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 16-1068101).
Questions about THE UPSTATE FOUNDATION INC
- What is the EIN of THE UPSTATE FOUNDATION INC?
- The employer identification number (EIN) of THE UPSTATE FOUNDATION INC is 16-1068101.
- Is THE UPSTATE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to THE UPSTATE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE UPSTATE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE UPSTATE FOUNDATION 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 THE UPSTATE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE UPSTATE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names GAIL MCINTYRE CPA.
- Who are the officers and directors of THE UPSTATE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 28 people; 0 received compensation from the organization.
- How much revenue does THE UPSTATE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $31,915,644, expenses of $16,085,661 and total assets of $324,860,370 at year end.
Other nonprofits in SYRACUSE
- CATHOLIC CHARITIES OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE NY EIN 15-0532085 · last filed 990 for 2025
- ELMCREST CHILDRENS CENTER INC EIN 15-0539090 · last filed 990 for 2025
- RESCUE MISSION ALLIANCE OF SYRACUSE N Y EIN 15-0532146 · last filed 990 for 2025
- NYSARC INC EIN 15-0561718 · last filed 990 for 2024
- YOUNG MENS CHRISTIAN ASSOCIATION OF CENTRAL NEW YORK INC EIN 15-0532278 · last filed 990 for 2025
- PEOPLES EQUAL ACTION AND COMMUNITY EFFORT INC EIN 16-6095039 · last filed 990 for 2026
- LORETTO ADULT COMMUNITY INC EIN 22-2588128 · last filed 990 for 2024
- TOOMEY RESIDENTIAL AND COMMUNITY SERVICES CORP EIN 16-1363414 · last filed 990 for 2025