Unterman Family Foundation

Private foundation · Grantmaker New York, NY EIN: 13-4009057

Unterman Family Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $176K in total assets. In 2025, it awarded 9 grants totaling $46K. Net investment income was $12K.

Key facts about Unterman Family Foundation

In short: Unterman Family Foundation gave $46K across 9 grants in 2025 (avg $5K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
13-4009057
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$46,000
Grants made (2025)
9
Average grant
$5,111
Median grant
$2,000
Total assets
$176,003
Primary geography
New York (85% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$176K

-16.2% YoY

Annual Giving

$46K

-54.0% YoY

Grant Count

9

-35.7% YoY

Avg Grant Size

$5K

-28.5% YoY

Under IRS private-foundation payout rules, Unterman Family Foundation reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.

How Unterman Family Foundation gives

  • Giving fell 54% from 2022 to 2025. Method
  • In 2025 it paid out 55% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

New YorkHampton BaysMemphisDallasStaten IslandBethpageEast HamptonGracie StationKanabWainscottHuntingtonJacksonvilleSag HarborWashingtonChathamClarksburgPenngroveWater MillWoodbury

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K12 grants2019 13 grants2020 17 grants2021 14 grants2022 15 grants2023 14 grants2024 9 grants2025

From 2019 to 2025, annual grant giving ranged from $22K (2019) to $104K (2021). In 2025 it made 9 grants totaling $46K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Run 2 the Rescue: $30KRun 2 the Rescue$30KMacular Degeneration Research: $5KMacular Degeneration Research$5KTunnel to Towers Foundation: $3KTunnel to Towers Foundation$3KSouthampton Animal Shelter Foundation: $2KSouthampton Animal ShelterFoundation$2KSt Jude Children's Research Hospital: $2KSt Jude Children's ResearchHospital$2KAnimal Haven: $1KAnimal Haven$1KAnimal Rescue Fund of the Hamptons: $1KAnimal Rescue Fund of theHamptons$1KASPCA: $1KASPCA$1KBideawee: $1KBideawee$1K

The largest 2025 recipient was Run 2 the Rescue ($30K). Together the top 9 received $46K.

Grant Size Distribution

69 grants across all recorded years

67<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 67 grants of 69 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Run 2 the Rescue Sag Harbor, NYWe focus on fundraising and outreach to support rescue missions, medical care and flight costs for deserving animals.$30,000
Macular Degeneration Research Clarksburg, MDTo empower and inspire those affected by macular degeneration while advancing research and technology.$5,000
Tunnel to Towers Foundation Staten Island, NYTo build specially-adapted custom designed smart homes for catastrophically injured veterans and provide mortgage-free homes to gold star and fallen first responder families$3,000
Southampton Animal Shelter Foundation Hampton Bays, NYProvide for the welfare of the ever growing number of homeless animals.$2,000
St Jude Children's Research Hospital Memphis, TNTo advance cures, and means of prevention, for pediatric catastrophic diseases.$2,000
Animal Haven New York, NYFind Homes for Abandoned Cats & Dogs$1,000
Animal Rescue Fund of the Hamptons East Hampton, NYProviding for the welfare of dogs and cats on the south fork of long island$1,000
ASPCA New York, NYTo provide effective means for the prevention of cruelty to animals throughout the united states$1,000
Bideawee New York, NYTo rescue, care for and place homeless cats and dogs with people who love them.$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$176,003$210,028$187,304
Revenue$21,532$125,784$-49,763
Expenses$55,557$103,060$89,929
Qualifying Distributions$46,000$100,050$88,500
Net Investment Income$11,975$122,774$12,234
Distributable Amount$83,614$75,984$68,788

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Unterman Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Elaine Unterman

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Gerald B. Unterman

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Unterman Family Foundation

How much does Unterman Family Foundation give each year?

Unterman Family Foundation gave $46K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 14 grants.

What is Unterman Family Foundation's typical grant size?

Unterman Family Foundation's median grant in 2025 was $2,000, and its average grant was $5,111, across 9 grants on its 2025 IRS Form 990-PF.

Where does Unterman Family Foundation give grants?

Unterman Family Foundation gives mostly in New York: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (11%). The most frequent recipient cities were New York, NY (3 grants).

Does Unterman Family Foundation give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Unterman Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are Unterman Family Foundation's largest grantees?

Unterman Family Foundation's largest 2025 grantees include Run 2 the Rescue ($30,000), Macular Degeneration Research ($5,000) and Tunnel to Towers Foundation ($3,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.

How large is Unterman Family Foundation?

Unterman Family Foundation reported $176K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $84K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Unterman Family Foundation's EIN?

Unterman Family Foundation's EIN (Employer Identification Number) is 13-4009057. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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