Unterman Family Foundation

NEW YORK, NY EIN: 13-4009057

Unterman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $210K in total assets. In 2024, it awarded 14 grants totaling $100K. Net investment income was $123K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$210K

+12.1% YoY

Annual Giving

$100K

+13.1% YoY

Grant Count

14

-6.7% YoY

Avg Grant Size

$7K

+21.1% YoY

Under IRS private-foundation payout rules, Unterman Family Foundation reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.

About Unterman Family Foundation

Based on IRS filings

Unterman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $210K in total assets. In 2024, it awarded 14 grants totaling $100K. Net investment income was $123K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BethpageDallasEast HamptonGracie StationHampton BaysHuntingtonJacksonvilleKanabMemphisNew YorkPenngroveSag HarborStaten IslandWainscottWashingtonWater MillWhite PlainsWoodbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$318K$636K$953K$1M20202021202220232024
Metric202420232022
Total Assets$210,028$187,304$326,996
Revenue$125,784$-49,763$104,829
Expenses$103,060$89,929$105,586
Qualifying Distributions$100,050$88,500$100,200
Net Investment Income$122,774$12,234$99,929
Distributable Amount$75,984$68,788$66,356

Giving Over Time

Total grant dollars and number of grants per year

$0$26K$52K$78K$104K13 grants202017 grants202114 grants202215 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FRIENDS OF THE ISRAEL DE…$25KMECOX BAY CONSERVANCY$25KNY PRESBYTERIAN HOSPITAL$15KNO DOGS LEFT BEHIND$10KRESCUE DOGS ROCK$10KRUN 2 THE RESCUE$5KSOUTHAMPTON ANIMAL SHELT…$2KTUNNEL TO TOWERS FOUNDAT…$2KANIMAL RESCUE FUND OF TH…$1KANIMAL HAVEN$1K

Grant Size Distribution

73 grants across all recorded years

71<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Friends of the Israel Defense Forces ($25,000), Mecox Bay Conservancy ($25,000), Ny Presbyterian Hospital ($15,000).

RecipientPurposeAmount
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$1,050
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
FRIENDS OF THE ISRAEL DEFENSE FORCES NEW YORK, NYPROVIDES CRITICAL SUPPORT FOR THE HEALTH, WELL-BEING, AND EDUCATION OF ISRAEL'S PROTECTORS$25,000
MECOX BAY CONSERVANCY WATER MILL, NYPRESERVATION AND ENHANCEMENT OF MECOX BAY'S WATER QUALITY.$25,000
NO DOGS LEFT BEHIND NEW YORK, NYENGAGES IN EVERY STAGE OF GLOBAL ANIMAL RESCUE$10,000
NY PRESBYTERIAN HOSPITAL NEW YORK, NYTO PROVIDE FUNDS FOR CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES, PRIMARILY FOR THE BENEFIT OF HEALTH CARE RELATED ORGANIZATIONS.$15,000
RESCUE DOGS ROCK GRACIE STATION, NYTO RAISE AWARENESS OF THE EVER GROWING PLIGHT OF HOMELESS ANIMALS IN THIS COUNTRY$10,000
RUN 2 THE RESCUE SAG HARBOR, NYWE FOCUS ON FUNDRAISING AND OUTREACH TO SUPPORT RESCUE MISSIONS, MEDICAL CARE AND FLIGHT COSTS FOR DESERVING ANIMALS.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GERALD B UNTERMANTRUSTEE1
ELAINE UNTERMANTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Unterman Family Foundation?

Unterman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $210K in total assets as of 2024.

How large is Unterman Family Foundation?

As of 2024, Unterman Family Foundation holds $210K in total assets with $126K in annual revenue. It awarded 14 grants totaling $100K in 2024.

Where does Unterman Family Foundation operate?

Unterman Family Foundation has awarded grants in California, District of Columbia, Florida, New York, Tennessee, Texas, Utah.

What size grants does Unterman Family Foundation award?

In 2024, Unterman Family Foundation awarded 14 grants totaling $100K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Unterman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Unterman Family Foundation reported a distributable amount of $76K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Related Funders

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

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