The David and Cheryl Unterberg
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
Under IRS private-foundation payout rules, The David and Cheryl Unterberg reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
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
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
230 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Yad Moshe ($30,700), American Friend of Genesis Jerusalem ($25,000), American Friend of Migdal Ohr ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AGUDATH ISRAEL BAIS BUNYOMIN BROOKLYN, NY | CHARITABLE AND EDUCATIONAL PURPOSES | $500 |
| ALZHEIMERS ASSOCIATION CHICAGO, IL | CHARITABLE AND EDUCATIONAL PURPOSESCHARITABLE AND EDUCATIONAL PURPOSES | $50 |
| AMERICAN DIABETES ASSOCIATION ALEXANDRIA, VA | CHARITABLE AND EDUCATIONAL PURPOSES | $36 |
| AMERICAN FRIEND OF GENESIS JERUSALEM SPRINGFIELD, NJ | CHARITABLE AND EDUCATIONAL PURPOSES | $25,000 |
| AMERICAN FRIEND OF MIGDAL OHR | CHARITABLE AND EDUCATIONAL PURPOSES | $25,000 |
| AMERICAN FRIENDS OF ALYN HOSPITAL NEW YORK CITY, NY | CHARITABLE AND EDUCATIONAL PURPOSES | $700 |
| AMERICAN FRIENDS OF SHALVA NEW YORK CITY, NY | CHARITABLE AND EDUCATIONAL PURPOSES | $2,000 |
| AMERICAN FRIENDS OF YAD ELIEZER BROOKLYN, NY | CHARITABLE AND EDUCATIONAL PURPOSES | $680 |
| BAIS HATALMUD BROOKLYN, NY | CHARITABLE AND EDUCATIONAL PURPOSES | $20,000 |
| BATSHEVA MIKVAH HILLSIDE, NJ | CHARITABLE AND EDUCATIONAL PURPOSES | $1,800 |
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID UNTERBERG | TRUSTEE | — | — |
| CHERYL UNTERBERG | TRUSTEE | — | — |
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
Frequently Asked Questions
What does The David and Cheryl Unterberg fund?
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.
How do I apply for a grant from The David and Cheryl Unterberg?
**Grant Activity:** • Number of grants awarded: 47 (as of most recent filing) • Total giving: $199,196–$218,600 (depending on fiscal year) • Average grant size: $4,100 • Median grant size: $500 • Typical award range: $36–$36,300 The foundation has no active grant opportunities currently listed.
Where does The David and Cheryl Unterberg make grants?
The foundation's grantmaking focuses primarily on: • New York • New Jersey • California
What size grants does The David and Cheryl Unterberg award?
In 2024, The David and Cheryl Unterberg awarded 53 grants totaling $199K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The David and Cheryl Unterberg required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The David and Cheryl Unterberg reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The David and Cheryl Unterberg's EIN?
The David and Cheryl Unterberg's EIN (Employer Identification Number) is 11-6597101. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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