Roberta and Richard David Family
Roberta and Richard David Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10K
-80.8% YoY
Annual Giving
$35K
+248.0% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$6K
+190.0% YoY
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.
About Roberta and Richard David Family
Based on IRS filings
Roberta and Richard David Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,314 | $53,700 | $63,681 |
| Revenue | $24 | $29 | $33 |
| Expenses | $43,410 | $10,010 | $8,114 |
| Qualifying Distributions | $43,410 | $10,010 | $8,114 |
| Net Investment Income | $24 | $29 | $33 |
| Distributable Amount | $2,418 | $2,875 | $3,351 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Francis Hospital ($10,000), The Hinenin Heritage Center ($8,300), Outreach Project ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH COMMUNAL FUND - GLEN OAKS PHILNTHROPIC FUND NEW YORK, NY | EDUCATION - HEALTH AND WELL-BEING | $1,500 |
| ST FRANCIS HOSPITAL ROSLYN, NY | HEALTH AND WELLNESS ASSISTANCE | $10,000 |
| OUTREACH PROJECT RICHMOND HILL, NY | ADOLESCENCE DRUG AND ALCOHOL REABILITATION ASSISTANCE | $5,000 |
| THE HINENIN HERITAGE CENTER NEW YORK, NY | SUPPORT THE REBBETZIN MEMORY | $8,300 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD D DAVID | PRESIDENT | 1 | — |
| ROBERTA J DAVID | TREASURER | 1 | — |
| TROY I DAVID | VICE PRESIDENT | 1 | — |
| NANCY S FIRST | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Roberta and Richard David Family?
Roberta and Richard David Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE SUCCESS, NY. It holds $10K in total assets as of 2024.
How large is Roberta and Richard David Family?
As of 2024, Roberta and Richard David Family holds $10K in total assets with $24 in annual revenue. It awarded 6 grants totaling $35K in 2024.
Where does Roberta and Richard David Family operate?
Roberta and Richard David Family has awarded grants in California, Massachusetts, New York, Rhode Island.
What size grants does Roberta and Richard David Family award?
In 2024, Roberta and Richard David Family awarded 6 grants totaling $35K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Roberta and Richard David Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roberta and Richard David Family reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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