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.
Key facts about Roberta and Richard David Family
- EIN
- 47-4233750
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $34,800
- Grants made (2024)
- 6
- Average grant
- $5,800
- Median grant
- $5,000
- Total assets
- $10,314
- Primary geography
- New York (86% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Roberta and Richard David Family funds
By grant dollars, the top recipient states for Roberta and Richard David Family's 6 itemized 2024 grants were New York (86%) and California (14%). The most frequent recipient cities were New York, NY (2 grants). None of its 6 grants with a stated purpose were described as general or operating support.
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.
Next steps with Roberta and Richard David Family
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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
Share of all 6 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include St Francis Hospital ($10,000), The Hinenin Heritage Center ($8,300), Outreach Project ($5,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.