Roberta and Richard David Family
Roberta and Richard David Family is a private foundation, based in Lake Success, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10K in total assets. In 2024, it awarded 6 grants totaling $35K. Net investment income was $24.
Roberta and Richard David Family at a glance
In short: Roberta and Richard David Family gave $35K across 6 grants in 2024 (avg $6K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $34,800
- +248.0% vs 2023
- Grants made (2024)
- 6
- +20.0% vs 2023
- Average grant
- $5,800
- +190.0% vs 2023
- Median grant
- $5,000
- Total assets
- $10,314
- -80.8% vs 2023
- Primary geography
- New York (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Roberta and Richard David Family funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was St Francis Hospital ($10K). Together the top 6 received $35K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How Roberta and Richard David Family gives
- Giving grew 266% 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 $8K (2022) to $35K (2024). In 2024 it made 6 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Francis Hospital Roslyn, NY | Health and Wellness Assistance | $10,000 |
| The Hinenin Heritage Center New York, NY | Support the Rebbetzin Memory | $8,300 |
| Outreach Project Richmond Hill, NY | Adolescence Drug and Alcohol Reabilitation Assistance | $5,000 |
| Stand with US Los Angeles, CA | Fight Against Antisemitism and Support Israel | $5,000 |
| Shabad of Brookville Brookville, NY | Support for the Jewish Community Center and Programs | $5,000 |
| Jewish Communal Fund - Glen Oaks Philnthropic Fund New York, NY | Education - Health and Well-Being | $1,500 |
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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 | $10,314 | $24 | $43,410 | $34,800 | 6 | $43,410 | $24 | $2,418 |
| 2023 | $53,700 | $29 | $10,010 | $10,000 | 5 | $10,010 | $29 | $2,875 |
| 2022 | $63,681 | $33 | $8,114 | $8,000 | 5 | $8,114 | $33 | $3,351 |
| 2021 | $71,762 | $39 | $9,560 | $9,500 | 5 | $9,550 | $29 | $3,838 |
| 2020 | $81,283 | $88 | $12,062 | $12,000 | 6 | — | $26 | $4,350 |
Under IRS private-foundation payout rules, Roberta and Richard David Family reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roberta and Richard David Family is led by Richard D. David, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Richard D. David
President
On filings since 2020
1 hr/week
No compensation reported
Nancy S. First
Secretary
Officer → Secretary, 2021
On filings since 2020
1 hr/week
No compensation reported
Roberta J. David
Treasurer
Officer → Treasurer, 2021
On filings since 2020
1 hr/week
No compensation reported
Troy I. David
Vice President
Officer → Vice President, 2021
On filings since 2020
1 hr/week
No compensation reported
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 Roberta and Richard David Family
How much does Roberta and Richard David Family give each year?
Roberta and Richard David Family gave $35K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $10K across 5 grants.
What is Roberta and Richard David Family's typical grant size?
Roberta and Richard David Family's median grant in 2024 was $5,000, and its average grant was $5,800, across 6 grants on its 2024 IRS Form 990-PF.
Where does Roberta and Richard David Family give grants?
Roberta and Richard David Family gives mostly in New York: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was California (14%). The most frequent recipient cities were New York, NY (2 grants).
Does Roberta and Richard David Family give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on Roberta and Richard David Family's 2024 IRS Form 990-PF were described as general or operating support.
Who are Roberta and Richard David Family's largest grantees?
Roberta and Richard David Family's largest 2024 grantees include St Francis Hospital ($10,000), The Hinenin Heritage Center ($8,300) and Outreach Project ($5,000), according to its 2024 IRS Form 990-PF. Together they received 67% of its itemized 2024 grant dollars.
How large is Roberta and Richard David Family?
Roberta and Richard David Family reported $10K in total assets on its 2024 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What is Roberta and Richard David Family's EIN?
Roberta and Richard David Family's EIN (Employer Identification Number) is 47-4233750. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Roberta and Richard David Family funds
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