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    3. Joseph and Inez E Carbone Foundation

    Joseph and Inez E Carbone Foundation

    ActivoPhilanthropy & Voluntarism
    UTICA, NY3157242145
    EIN (identificación fiscal): 16-1475079

    About Joseph and Inez E Carbone Foundation

    The Joseph and Inez E Carbone Foundation concentrates its philanthropy locally on supporting acute-care healthcare in the Utica/Mohawk Valley area. All recorded giving went to the Mohawk Valley Health System Foundation across multiple grants, indicating a preference for sustaining a single regional hospital system via general operating or program support. The foundation appears focused on strengthening local health infrastructure rather than distributing funds across many causes or geographies.

    Focus Areas

    General operating and program support for Mohawk Valley Health System (Utica-based hospital fundraising)Healthcare infrastructure and capacity for the Utica/Mohawk Valley regionCommunity hospital capital and service sustainability

    Who They Fund

    unspecified / general publicorganization-wide beneficiaries (not program-targeted)

    Giving Approach

    Highly concentrated and repeat-focused: all recorded giving comprises three grants to a single grantee (Mohawk Valley Health System Foundation), indicating targeted, sustained support rather than broad or one-off funding.

    Funding Style

    About Joseph and Inez E Carbone Foundation

    The Joseph and Inez E Carbone Foundation has made Mohawk Valley Health System Foundation its clearest recurring beneficiary, with three large general donations recorded in 2023, 2024, and 2025, including a $110,000 gift in 2025. That pattern points to a funder built around steady support for local health infrastructure in Utica rather than broad, dispersed grantmaking. Beyond the hospital system, the foundation’s recent grants show a consistent tilt toward organizations serving people in the Utica/Mohawk Valley area, including human services, education, arts, and community institutions. Its giving profile is also shaped by relatively modest check sizes outside the largest awards. Recorded gifts include support for Utica University, Kelberman Center, House of the Good Shepherd, and Masonic Medical Research, all of which received general donations. The foundation’s stated grantmaking is regional, and its recent activity stays close to Utica and nearby Mohawk Valley communities. Across the record on file, the foundation appears to favor unrestricted support rather than program-specific awards, suggesting an emphasis on organizational flexibility and core operations.

    What Joseph and Inez E Carbone Foundation Funds

    Healthcare is the foundation’s anchor area. Mohawk Valley Health System Foundation received $100,000 in 2023 and 2024, followed by $110,000 in 2025, all listed as general donations. That repeated pattern makes hospital support the most visible thread in the record. The foundation also supports human services and community care organizations. Upstate Cerebral Palsy received $21,500 in 2023, while House of the Good Shepherd received $10,500 in 2023 and $9,400 in 2025. Rescue Mission of Utica was funded in both 2023 and 2025. Education and local capacity-building appear as another strand. Utica University received $20,000 in 2024 and $10,000 in 2025, and Utica College received $20,000 in 2023. The foundation also gave $5,000 to Landmark's Society in 2025 and $4,000 to Masonic Medical Research in both 2024 and 2025.

    How Joseph and Inez E Carbone Foundation Gives

    Typical grant size is small relative to the foundation’s largest awards: the 25th percentile is $1,000, the median is $1,500, and the 75th percentile is $2,500. The recent record shows repeated support to the same recipients across multiple years, including Mohawk Valley Health System Foundation, Kelberman Center, House of the Good Shepherd, Rescue Mission of Utica, and United Way of the Valley and Greater Utica Area Inc. The foundation is not a funder of individuals and does not make program-related investments. The listed grants are overwhelmingly labeled general donation, which aligns with flexible, unrestricted support rather than project-specific awards.

    Financial Snapshot

    Annual Giving

    $223K

    Total Assets

    $1.7M

    Total Revenue

    $158K

    Total Expenses

    $242K

    Typical Grant Size

    Most grants fall between $1K and $3K, with a median of $2K.

    25th Percentile

    $1K

    Median

    $2K

    75th Percentile

    $3K

    Geographic Reach

    Regional14 states funded
    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioHuella ambientalEstado del sistema
    Último Formulario 990:
    2026
    Activos totales: 1,7 M US$
    4 declaraciones registradas
    Encuentra su declaración 990 completa →
    Descubre si hay afinidad — GratisCuenta gratuita · puntaje de afinidad inmediato · financiadores similares
    unrestricted / general operating supportresponsive / undesignated donationone-time or annual general gift

    Notable grantees: Mohawk Valley Health System Foundation

    Topics

    general charitable support (non-program-specific)organizational sustainabilitycapacity to fund core needs (overhead, staffing, admin)

    Where Joseph and Inez E Carbone Foundation Makes Grants

    Giving is highly concentrated in New York, which accounts for 73% of grants and is the top state by grant count. The largest cluster is Utica, where many recipients are based, including Mohawk Valley Health System Foundation, Utica University, Kelberman Center, and United Way of the Valley and Greater Utica Area Inc. Other New York locations in the record include Rome, Verona, Whitesboro, and nearby Mohawk Valley communities. Outside New York, one recorded recipient appears in Memphis, Tennessee: St Jude Children's Research Hospital.

    Frequently Asked Questions About Joseph and Inez E Carbone Foundation

    What kinds of organizations does Joseph and Inez E Carbone Foundation support?

    The foundation’s recent grants show support for healthcare, human services, education, and community institutions. Recipients include Mohawk Valley Health System Foundation, Upstate Cerebral Palsy, Utica University, House of the Good Shepherd, Utica Zoo, and Masonic Medical Research, all funded with general donations.

    Does the foundation give repeated support to the same organizations?

    Yes. Several recipients appear in more than one year, including Mohawk Valley Health System Foundation in 2023, 2024, and 2025; Kelberman Center in 2024 and 2025; House of the Good Shepherd in 2023 and 2025; and Rescue Mission of Utica and United Way of the Valley and Greater Utica Area Inc across multiple years.

    What is the typical grant size?

    The foundation’s typical grant size is $1,000 at the 25th percentile, $1,500 at the median, and $2,500 at the 75th percentile. The recent record also includes larger general donations such as $100,000 and $110,000 to Mohawk Valley Health System Foundation.

    Where does the foundation give most often?

    New York is the top state by grant count, with 73% of grants going to recipients in the HQ state. Many recipients are based in Utica, with additional grants in Rome, Verona, and Whitesboro.

    What type of support does the foundation provide?

    The grants on file are almost entirely listed as general donations. That includes support for Mohawk Valley Health System Foundation, Utica University, Kelberman Center, and others, indicating flexible funding rather than narrowly restricted project grants.

    Latest 990 Filing

    2026

    Source: IRS Form 990-PF, fiscal year 2026.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    MOHAWK VALLEY HEALTH SYSTEM FOUNDATIONUTICA, NY$103,0002026GENERAL DONATION
    KELBERMAN CENTERUTICA, NY$15,2002026GENERAL DONATION
    UTICA UNIVERSITYUTICA, NY$11,0002026GENERAL DONATION
    ICANUTICA, NY$10,0002026GENERAL DONATION
    MASONIC MEDICAL RESEARCHUTICA, NY$8,0002026GENERAL DONATION
    HOUSE OF THE GOOD SHEPHERDUTICA, NY$7,2002026GENERAL DONATION
    COMMUNITY WELLNESS PARTNERSCLINTON, NY$6,0002026GENERAL DONATION
    REDEEMER CHURCHUTICA, NY$5,0002026GENERAL DONATION
    IGLESIA UNIFED CHURCHUTICA, NY$5,0002026GENERAL DONATION
    REDEEMER SOCCER TOURNAMENTUTICA, NY$5,0002026GENERAL DONATION
    TOYS FOR TOTSTRIANGLE, VA$3,5002026GENERAL DONATION
    CORR JOSEPH FOUNDATIONNEW HARTFORD, NY$3,0002026GENERAL DONATION
    AMERICAN HEART ASSOCIATIONDALLAS, TX$2,5002026GENERAL DONATION
    GRIFFIS INSTITUEROME, NY$2,5002026GENERAL DONATION
    BACK THE BLUEBOCA RATON, FL$2,0002026GENERAL DONATION
    WOMEN'S FUNDCLINTON, NY$2,0002026GENERAL DONATION
    TUNNEL TO TOWERSSTATEN ISLAND, NY$2,0002026GENERAL DONATION
    NOTRE DAME HIGH SCHOOLUTICA, NY$2,0002026GENERAL DONATION
    RESCUE MISSION OF UTICAUTICA, NY$2,0002026GENERAL DONATION
    GUARDIANS OF FREEDOMNEW SMYRNA BEACH, FL$2,0002026GENERAL DONATION
    HABITAT FOR HUMANITYSYRACUSE, NY$2,0002026GENERAL DONATION
    KEVIN CROSSLEY FOUNDATIONWHITESBORO, NY$1,5002026GENERAL DONATION
    ONEIDA HEALTHCARE FOUNDATIONONEIDA, NY$1,5002026GENERAL DONATION
    DEPUTY WYMAN FOUNDATIONWHITESBORO, NY$1,5002026GENERAL DONATION
    FINDING THE NEXT STEPHOLLAND PATENT, NY$1,0002026GENERAL DONATION
    SALVATION ARMYALEXANDRIA, VA$1,0002026GENERAL DONATION
    KEYS PROGRAMSHERRILL, NY$1,0002026GENERAL DONATION
    ABIGAIL'S ATHLETESSAUQUOIT, NY$1,0002026GENERAL DONATION
    CABVIUTICA, NY$1,0002026GENERAL DONATION
    HOPE APPEALSYRACUSE, NY$1,0002026GENERAL DONATION
    AMERICAN LEGIONINDIANAPOLIS, IN$1,0002026GENERAL DONATION
    HADES HOUNDSPORT CHARLOTTE, FL$1,0002026GENERAL DONATION
    BRIAN'S KIDSSYRACUSE, NY$1,0002026GENERAL DONATION
    MARINE CORP LEAGUESTAFFORD, VA$1,0002026GENERAL DONATION
    CARE NET - WILLOWUTICA, NY$1,0002026GENERAL DONATION
    ST JUDE CHILDREN'S RESEARCH HOSPITALMEMPHIS, TN$1,0002026GENERAL DONATION
    UNIVERSITY OF NOTRE DAMENOTRE DAME, IN$1,0002026GENERAL DONATION
    SHRINERS HOSPITALSPRINGFIELD, MA$5002026GENERAL DONATION
    PROCTOR BASEBALL BOOSTERSUTICA, NY$5002026GENERAL DONATION
    WOUNDED WARRIOR PROJECTNEW YORK, NY$5002026GENERAL DONATION
    HERKIMER COUNTY FAIR ASSOCIATIONFRANKFORT, NY$5002026GENERAL DONATION
    PARALYZED VETERANS OF AMERICAWASHINGTON, DC$5002026GENERAL DONATION
    50 FORWARDUTICA, NY$5002026GENERAL DONATION
    JEWISH COMMUNITY CENTERUTICA, NY$5002026GENERAL DONATION
    LINDSEY THOMAS MEMORIALUTICA, NY$4002026GENERAL DONATION
    SAUQUOIT VOLUNTEER FIRE DEPARTMENTSAUQUOIT, NY$3502026GENERAL DONATION
    MOHAWK VALLEY HEALTH SYSTEM FOUNDATIONUTICA, NY$110,0002025GENERAL DONATION
    KELBERMAN CENTERUTICA, NY$17,0002025GENERAL DONATION
    UTICA UNIVERSITYUTICA, NY$10,0002025GENERAL DONATION
    HOUSE OF THE GOOD SHEPHERDUTICA, NY$9,4002025GENERAL DONATION

    MOHAWK VALLEY HEALTH SYSTEM FOUNDATION

    $103,000
    UTICA, NY2026

    GENERAL DONATION

    KELBERMAN CENTER

    $15,200
    UTICA, NY2026

    GENERAL DONATION

    UTICA UNIVERSITY

    $11,000
    UTICA, NY2026

    GENERAL DONATION

    ICAN

    $10,000
    UTICA, NY2026

    GENERAL DONATION

    MASONIC MEDICAL RESEARCH

    $8,000
    UTICA, NY2026

    GENERAL DONATION

    HOUSE OF THE GOOD SHEPHERD
    $7,200
    UTICA, NY2026

    GENERAL DONATION

    COMMUNITY WELLNESS PARTNERS

    $6,000
    CLINTON, NY2026

    GENERAL DONATION

    REDEEMER CHURCH

    $5,000
    UTICA, NY2026

    GENERAL DONATION

    IGLESIA UNIFED CHURCH

    $5,000
    UTICA, NY2026

    GENERAL DONATION

    REDEEMER SOCCER TOURNAMENT

    $5,000
    UTICA, NY2026

    GENERAL DONATION

    TOYS FOR TOTS

    $3,500
    TRIANGLE, VA2026

    GENERAL DONATION

    CORR JOSEPH FOUNDATION

    $3,000
    NEW HARTFORD, NY2026

    GENERAL DONATION

    AMERICAN HEART ASSOCIATION

    $2,500
    DALLAS, TX2026

    GENERAL DONATION

    GRIFFIS INSTITUE

    $2,500
    ROME, NY2026

    GENERAL DONATION

    BACK THE BLUE

    $2,000
    BOCA RATON, FL2026

    GENERAL DONATION

    WOMEN'S FUND

    $2,000
    CLINTON, NY2026

    GENERAL DONATION

    TUNNEL TO TOWERS

    $2,000
    STATEN ISLAND, NY2026

    GENERAL DONATION

    NOTRE DAME HIGH SCHOOL

    $2,000
    UTICA, NY2026

    GENERAL DONATION

    RESCUE MISSION OF UTICA

    $2,000
    UTICA, NY2026

    GENERAL DONATION

    GUARDIANS OF FREEDOM

    $2,000
    NEW SMYRNA BEACH, FL2026

    GENERAL DONATION

    HABITAT FOR HUMANITY

    $2,000
    SYRACUSE, NY2026

    GENERAL DONATION

    KEVIN CROSSLEY FOUNDATION

    $1,500
    WHITESBORO, NY2026

    GENERAL DONATION

    ONEIDA HEALTHCARE FOUNDATION

    $1,500
    ONEIDA, NY2026

    GENERAL DONATION

    DEPUTY WYMAN FOUNDATION

    $1,500
    WHITESBORO, NY2026

    GENERAL DONATION

    FINDING THE NEXT STEP

    $1,000
    HOLLAND PATENT, NY2026

    GENERAL DONATION

    SALVATION ARMY

    $1,000
    ALEXANDRIA, VA2026

    GENERAL DONATION

    KEYS PROGRAM

    $1,000
    SHERRILL, NY2026

    GENERAL DONATION

    ABIGAIL'S ATHLETES

    $1,000
    SAUQUOIT, NY2026

    GENERAL DONATION

    CABVI

    $1,000
    UTICA, NY2026

    GENERAL DONATION

    HOPE APPEAL

    $1,000
    SYRACUSE, NY2026

    GENERAL DONATION

    AMERICAN LEGION

    $1,000
    INDIANAPOLIS, IN2026

    GENERAL DONATION

    HADES HOUNDS

    $1,000
    PORT CHARLOTTE, FL2026

    GENERAL DONATION

    BRIAN'S KIDS

    $1,000
    SYRACUSE, NY2026

    GENERAL DONATION

    MARINE CORP LEAGUE

    $1,000
    STAFFORD, VA2026

    GENERAL DONATION

    CARE NET - WILLOW

    $1,000
    UTICA, NY2026

    GENERAL DONATION

    ST JUDE CHILDREN'S RESEARCH HOSPITAL

    $1,000
    MEMPHIS, TN2026

    GENERAL DONATION

    UNIVERSITY OF NOTRE DAME

    $1,000
    NOTRE DAME, IN2026

    GENERAL DONATION

    SHRINERS HOSPITAL

    $500
    SPRINGFIELD, MA2026

    GENERAL DONATION

    PROCTOR BASEBALL BOOSTERS

    $500
    UTICA, NY2026

    GENERAL DONATION

    WOUNDED WARRIOR PROJECT

    $500
    NEW YORK, NY2026

    GENERAL DONATION

    HERKIMER COUNTY FAIR ASSOCIATION

    $500
    FRANKFORT, NY2026

    GENERAL DONATION

    PARALYZED VETERANS OF AMERICA

    $500
    WASHINGTON, DC2026

    GENERAL DONATION

    50 FORWARD

    $500
    UTICA, NY2026

    GENERAL DONATION

    JEWISH COMMUNITY CENTER

    $500
    UTICA, NY2026

    GENERAL DONATION

    LINDSEY THOMAS MEMORIAL

    $400
    UTICA, NY2026

    GENERAL DONATION

    SAUQUOIT VOLUNTEER FIRE DEPARTMENT

    $350
    SAUQUOIT, NY2026

    GENERAL DONATION

    MOHAWK VALLEY HEALTH SYSTEM FOUNDATION

    $110,000
    UTICA, NY2025

    GENERAL DONATION

    KELBERMAN CENTER

    $17,000
    UTICA, NY2025

    GENERAL DONATION

    UTICA UNIVERSITY

    $10,000
    UTICA, NY2025

    GENERAL DONATION

    HOUSE OF THE GOOD SHEPHERD

    $9,400
    UTICA, NY2025

    GENERAL DONATION