The David and Cheryl Unterberg

GREAT NECK, NY EIN: 11-6597101

The David and Cheryl Unterberg Charitable Foundation Trust is a private family foundation established in 2005 and located in Great Neck, New York. The foundation operates as a 501(c)(3) charitable organization classified as a corporate foundation under the category of Philanthropy, Voluntarism & Grantmaking Foundations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13K

-65.1% YoY

Annual Giving

$199K

-13.4% YoY

Grant Count

53

+20.5% YoY

Avg Grant Size

$4K

-28.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's stated purpose is to give exclusively to benefit charitable, educational, scientific and literary purposes, including non-profit organizations. Primary funding areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

The foundation primarily directs grants to organizations in New York, New Jersey, and California.

Grantmaking

The foundation has no active grant opportunities currently listed.

Grant Range

$4,100

Average Grant

$4,100

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking focuses primarily on:

  • New York
  • New Jersey
  • California

Grant Distribution by State

9states
+1 more states

Cities

AlexandriaBethsdaBoynton BeachBrooklynCedahurstCedarhurstChicagoEast BrunswickFlushingHarwood HeightsHillsideLakewoodLawrenceLos AngelesNew York CityNewburghParamusPark CityPassaicSpringfield

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (2024):

  • Total assets: $12,968–$26,200
  • Total giving: $199,196–$218,600
  • Revenue: $175,000
  • Tax-exempt status: Since June 2007
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$66K$133K$199K$265K20202021202220232024
Metric202420232022
Total Assets$12,968$37,189$26,195
Revenue$175,000$241,000$175,000
Expenses$199,221$230,006$218,730
Qualifying Distributions$199,196$229,906$218,730
Net Investment Income
Distributable Amount$2,109$2,991$2,995

Giving Over Time

Total grant dollars and number of grants per year

$0$58K$115K$173K$230K41 grants202047 grants202148 grants202244 grants202353 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

YAD MOSHE$31KAMERICAN FRIEND OF GENES…$25KAMERICAN FRIEND OF MIGDA…$25KBAIS HATALMUD$20KYAVNEH ACADEMY$14KBRIS AVROHEM$12KCONGREGATION AGUDAS ISRAEL$10KRAMBAM MESTIVA$10KSHAVEI HEVRON INSTITUTES$10KOAE PINSK KARLIN$9K

Grant Size Distribution

230 grants across all recorded years

230<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Key Trustees:

  • David Unterberg
  • Cheryl Unterberg

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID UNTERBERGTRUSTEE
CHERYL UNTERBERGTRUSTEE

Contact Information

Address: 280 Northern Blvd, Great Neck, NY 11021-4704

Phone: 516-504-1313

EIN: 11-6597101

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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