Marjorie & Clarence E Unterberg FDNINC
Marjorie & Clarence E Unterberg FDNINC is a private foundation based in Rumson, New Jersey. Its 2024 grants supported charitable organizations in New York and New Jersey, including arts and cultural organizations and a donor-advised fund.
Marjorie & Clarence E Unterberg FDNINC at a glance
In short: Marjorie & Clarence E Unterberg FDNINC gave $1.8M across 8 grants in 2024 (avg $220K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,760,965
- +37.5% vs 2023
- Grants made (2024)
- 8
- -46.7% vs 2023
- Average grant
- $220,121
- +157.8% vs 2023
- Median grant
- $5,000
- Total assets
- $2,204
- -99.9% vs 2023
- Primary geography
- New York (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Marjorie & Clarence E Unterberg FDNINC
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 100 West River Road, Rumson, NJ 07760
Phone: (917) 306-5740
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Marjorie & Clarence E Unterberg FDNINC funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Morgan Stanley Donor Advised Fund ($1.6M). Together the top 8 received $1.8M.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 38 grants of 51 (75%).
Geographic Focus
Where this funder awards grants
In 2024, 99% of grant dollars went to recipients in New York and 1% to recipients in New Jersey.
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How Marjorie & Clarence E Unterberg FDNINC gives
- Giving grew 105% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $228K (2022) to $1.8M (2024). In 2024 it made 8 grants totaling $1.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morgan Stanley Donor Advised Fund Purchase, NY | Contribution to Donor Advised Fund | $1,625,465 |
| Community Funds Inc New York, NY | General Support | $100,000 |
| Bruce Springsteen Archive Center for American Music (Monmouth University) West Long Branch, NJ | General Support | $22,000 |
| Lincoln Center for the Performing Arts New York, NY | General Support | $5,000 |
| New York Junior Tennis & Learning Long Island City, NY | General Support | $5,000 |
| Two River Theater Red Bank, NJ | General Support | $1,500 |
| Cancer Crushers Foundation Rumson, NJ | General Support | $1,000 |
| Monmouth County Historical Association Freehold, NJ | General Support | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,204 | $174,105 | $1,769,854 | $1,760,965 | 8 | $1,761,215 | $166,138 | $98,030 |
| 2023 | $1,597,953 | $89,449 | $1,283,882 | $1,280,600 | 15 | $1,280,850 | $87,417 | $101,427 |
| 2022 | $2,792,386 | $-38,227 | $255,967 | $228,000 | 9 | $228,250 | $16,088 | $160,570 |
| 2021 | $3,086,580 | $1,437,167 | $881,799 | $860,500 | 18 | $860,750 | $1,417,395 | $160,760 |
| 2020 | $2,531,212 | $-159,395 | $1,287,803 | $1,266,000 | 1 | — | $37,231 | $176,073 |
Under IRS private-foundation payout rules, Marjorie & Clarence E Unterberg FDNINC reported a distributable amount of $98K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grantees included organizations whose own missions describe work in the performing arts and local history: Lincoln Center for the Performing Arts says it works to sustain, encourage, and promote the performing arts and educate the public; the Monmouth County Historical Association says it collects, preserves, and interprets collections relating to Monmouth County’s history and culture.
Grantmaking
In 2024, the foundation reported eight grants totaling $1,760,965. Awards ranged from $1,000 to $1,625,465, with a median grant of $5,000. The largest grant was $1,625,465 to Morgan Stanley Donor Advised Fund for a contribution to a donor-advised fund. Other grants included $100,000 to Community Funds Inc. for general support; $22,000 to the Bruce Springsteen Archive Center for American Music at Monmouth University for general support; and $5,000 each to Lincoln Center for the Performing Arts and New York Junior Tennis & Learning for general support. Two River Theater received $1,500, and Cancer Crushers Foundation and Monmouth County Historical Association each received $1,000, all for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Mary DeBare as president, Andrew Arno as vice president, and Ann Unterberg as secretary.
Marjorie & Clarence E Unterberg FDNINC is led by Mary Debare, President since 2022 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mary Debare
President
Vice President & Secretary → President, 2022
On filings since 2020
0.3 hrs/week
No compensation reported
Andrew Arno
Vice President
Treasurer → Vice President, 2022
On filings since 2020
0.3 hrs/week
No compensation reported
Ann Unterberg
Secretary
New on the 2024 filing
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Thomas I. Unterberg (2020–2021) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marjorie & Clarence E Unterberg FDNINC
How much does Marjorie & Clarence E Unterberg FDNINC give each year?
Marjorie & Clarence E Unterberg FDNINC gave $1.8M across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.3M across 15 grants.
What is Marjorie & Clarence E Unterberg FDNINC's typical grant size?
Marjorie & Clarence E Unterberg FDNINC's median grant in 2024 was $5,000, and its average grant was $220,121, across 8 grants on its 2024 IRS Form 990-PF.
Where does Marjorie & Clarence E Unterberg FDNINC give grants?
Marjorie & Clarence E Unterberg FDNINC gives mostly in New York: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (2 grants).
Does Marjorie & Clarence E Unterberg FDNINC give general operating support?
Yes: 88% of Marjorie & Clarence E Unterberg FDNINC's 2024 grants with a stated purpose (7 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Marjorie & Clarence E Unterberg FDNINC's largest grantees?
Marjorie & Clarence E Unterberg FDNINC's largest 2024 grantees include Morgan Stanley Donor Advised Fund ($1,625,465), Community Funds Inc ($100,000) and Bruce Springsteen Archive Center for American Music (Monmouth University) ($22,000), according to its 2024 IRS Form 990-PF. Together they received 99% of its itemized 2024 grant dollars.
How large is Marjorie & Clarence E Unterberg FDNINC?
Marjorie & Clarence E Unterberg FDNINC reported $2K in total assets on its 2024 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $98K (roughly 5% of its investment assets).
What does Marjorie & Clarence E Unterberg FDNINC fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Marjorie & Clarence E Unterberg FDNINC?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Marjorie & Clarence E Unterberg FDNINC's EIN?
Marjorie & Clarence E Unterberg FDNINC's EIN (Employer Identification Number) is 13-3792809. IRS Form 990 filing data is available on this page for 2020–2024.
Does Marjorie & Clarence E Unterberg FDNINC accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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