Marjorie & Clarence E Unterberg Fdninc
The Marjorie & Clarence E Unterberg Foundation Inc. is a private foundation based in Rumson, New Jersey. Established in 1994, the foundation operates as a 501(c)(3) tax-exempt organization and is among the top foundations by total giving in the Rumson area.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2K
-99.9% YoY
Annual Giving
$1.8M
+37.5% YoY
Grant Count
8
-46.7% YoY
Avg Grant Size
$220K
+157.8% YoY
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation made multiple grants in 2023, including:
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in New York and New Jersey.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total Assets: $1,597,953
- Total Giving: $1,280,600
- Total Revenues: $89,449
- Total Expenses: $1,283,882
Revenue Sources (2023):
- Investment income and dividends: $76,003
- Net gain from sale of non-inventory assets: $13,446
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,204 | $1,597,953 | $2,792,386 |
| Revenue | $174,105 | $89,449 | $-38,227 |
| Expenses | $1,769,854 | $1,283,882 | $255,967 |
| Qualifying Distributions | $1,761,215 | $1,280,850 | $228,250 |
| Net Investment Income | $166,138 | $87,417 | $16,088 |
| Distributable Amount | $98,030 | $101,427 | $160,570 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is connected to the Unterberg family, including Ann and Thomas Unterberg of Rumson, who are noted as active philanthropists with residences in Rumson, New York City, and Turks and Caicos.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY DEBARE | PRESIDENT | 0.25 | — |
| ANDREW ARNO | VICE PRESIDENT | 0.25 | — |
| ANN UNTERBERG | SECRETARY | 0.25 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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