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Marjorie & Clarence E Unterberg Fdninc at a glance

· Private foundation

Marjorie & Clarence E Unterberg Fdninc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.8M
Granted FY2024still arriving
8
Grants FY2024still arriving
2
States reached
$1.6M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0192% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$2.4MArts & Culture$932kHealth$697kFood & Nutrition$255kEducation$190kReligion$75kAnimals$74kRecreation & Sports$24kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k5 grants · $14k
  • $10k–50k1 grant · $22k
  • $50k–250k1 grant · $100k
  • $250k+1 grant · $1.6M
$5,000
Median grant
2
States reached
$2k
Total assets
Largest grants
RecipientAmount
MORGAN STANLEY DONOR ADVISED FUND$1,625,465
COMMUNITY FUNDS INC$100,000
BRUCE SPRINGSTEEN ARCHIVE CENTER FOR AMERICAN MUSIC (MONMOUTH UNIVERSITY)$22,000
LINCOLN CENTER FOR THE PERFORMING ARTS$5,000
NEW YORK JUNIOR TENNIS & LEARNING$5,000
TWO RIVER THEATER$1,500
CANCER CRUSHERS FOUNDATION$1,000
MONMOUTH COUNTY HISTORICAL ASSOCIATION$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY19–24) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 55% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 10%BOSTON CHILDREN'S HOSPITAL: $50k → 16%MORGAN STANLEY DONOR ADVISED FUND: $1.6M → 9%ASSOCIATION OF COMMUNITY EMPLOYMENT PROGRAM: $1k → 13%THE NEW SCHOOL: $1k → 17%LUNCH BREAK: $245k → 6%PRINCETON UNIVERSITY: $30k → 11%NEW YORK JUNIOR TENNIS & LEARNING: $5k → 13%SEE STATEMENT ATTACHED: $509k → 17%VISITING NURSE ASSOCIATION OF CENTRAL JERSEY INC: $25k → 6%PRINCETON UNIVERSITY: $25k → 11%NEW YORK JUNIOR TENNIS & LEARNING: $3k → 13%COMMUNITY FUNDS INC: $500k → 17%LUNCH BREAK: $10k → 6%COMMUNITY FUNDS INC: $100k → 17%TWO RIVER THEATER: $2k → 6%UJA FEDERATION OF NY: $100k → 17%CANCER CRUSHERS FOUNDATION: $1k → 6%UJA FEDERATION OF NY: $100k → 17%MONMONTH MEDICAL CENTER FOUNDATION: $518k → 6%CENTRAL PARK CONSERVANCY: $10k → 17%MOUNMONTH MEDICAL CENTER FOUNDATION: $40k → 6%CENTRAL PARK CONSERVANCY: $5k → 17%MONMOUTH MEDICAL CENTER FOUNDATION: $18k → 6%LINCOLN CENTER FOR THE PERFORMING ARTS: $250k → 17%SHORE HOUSE INC: $10k → 6%LINCOLN CENTER FOR THE PERFORMING ARTS: $50k → 17%MONMOUTH MEDICAL CENTER FOUNDATION: $8k → 6%CONGREGATION SHEARITH ISRAEL: $50k → 17%CONGREGATION SHEARITH ISRAEL: $25k → 17%MONMOUTH COUNTY HISTORICAL ASSOCIATION: $1k → 6%LINCOLN CENTER FOR THE PERFORMING ARTS: $5k → 17%BROOKDALE COMMUNITY COLLEGE: $5k → 6%AMERICAN BALLET THEATRE: $3k → 17%MONMOUTH UNIVERSITY: $111k → 6%ASPCA: $8k → 17%BRUCE SPRINGSTEEN ARCHIVE CENTER FOR AMERICAN MUSIC (MONMOUTH UNIVERSITY): $22k → 6%ASPCA: $5k → 17%MONMOUHT UNIVERSITY: $10k → 6%ASPCA: $5k → 17%BRUCE SPRINGSTEEN ARCHIVE CENTER FOR AMERICAN MUSIC (MONMOUTH UNIVERSITY): $10k → 6%SEE STATEMENT ATTACHED: $1.3M → 17%BRUCE SPRINGSTEEN ARCHIVE CENTER FOR AMERICAN MUSIC (MONMOUTH UNIVERSITY): $10k → 6%CARING KIND NYC: $1k → 17%MONMOUTH COUNTY SPCA: $1k → 6%THE NEW 42ND STREET INC: $40k → 17%THE NEW 42ND STREET INC: $36k → 17%THE NEW 42ND STREET INC: $25k → 17%THE NEW 42ND STREET INC: $25k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

51%of every dollar goes to organizations it has funded before.
$2.6M · 17 repeat orgs$2.4M to everyone else

17 repeat relationships: 5 still active in FY2024, 12 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
29

Total granted

$2.6M
$821k

Median revenue growth · since first grant

+8%
+14%

Still filing today

65%
45%

New vs renewed · share of each year

In FY2024, 8% of grant dollars renewed an existing relationship; $1.6M went to new ones.

50%100%’17’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’21’22’23’24
HealthArts & CultureEducationAnimalsFood & NutritionPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • LC
    LINCOLN CENTER FOR THE PERFORMING ARTS INC
    4× · 2017–2024 · $483k · revenue +45%
  • LUNCH BREAK INC
    2× · 2021–2023 · $255k · revenue +8%
  • UJ
    UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
    2× · 2021–2022 · $200k · revenue +5%

Funded once

  • LC
    Lincoln Center Education
    one grant, 2017 · $250k
  • D
    Deerfield
    one grant, 2017 · $200k
  • U
    UJA
    one grant, 2017 · $125k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
2
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
3
Nyu Langone Hospitals

The board adopted mission statement is: nyu langone hospitals (the "hospital") will operate with new york university's medical schools a health system ("nyu langone health") devoted to excellence in patient care, education and research. in…

Health
4
Montefiore New Rochelle Hospital

Mission: to heal, to teach, to discover and to advance the health of the communities we serve. values: humanity, innovation, teamwork, diversity and equity - our values define our philosophy of care. they shape our actions and motivate and…

Health
5
Fairleigh Dickinson University

Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…

Education
6
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
7
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
8
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
9
Long Island Jewish Medical Center

Long island jewish medical center is part of the northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and…

Health
10
Robert Wood Johnson University Hospital

The mission of robert wood johnson university hospital is to improve the health and well-being of the patients and communities we serve by fostering an environment of excellence in all areas including the provision of the highest quality,…

Health
11
Manhattan School of Music

Manhattan school of music is deeply committed to excellence in education, performance, and creative activity; to the humanity of the school's environment; and to the cultural enrichment of the larger community. a premiere international…

Arts & Culture
12
Bard College

Bard college seeks to provide a challenging academic program and a supportive environment that fosters a collaborative interchange of ideas in the classroom as well as ambition to achieve excellence.

Education
How this is measured
The grantee most central to the portfolio’s shape is Monmouth Medical Center Foundation Inc; the most unlike its peers is The Bodhi Tree Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 49 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
25/27
Grantees still filing
20/27
Grew since first funded

Where the money sits, by cause and then by grantee

MORGAN STANLEY DONOR ADVISED FUND: $1,625,465 · OtherMORGAN STANLEY DONOR ADVISED FUNDCOMMUNITY FUNDS INC: $600,000 · OtherCOMMUNITY FUNDS INCLincoln Center Education: $250,000 · OtherLincoln Center EducationDeerfield: $200,000 · OtherDeerfieldUJA: $125,000 · Other+24 more: $301,750 · Other+24 moreLINCOLN CENTER FOR THE PERFORMING ARTS INC: $482,500 · Arts & CultureLINCOLN CENTER…THE NEW 42ND STREET INC: $126,000 · Arts & CultureTHE NEW 42ND S…+4 more: $22,100 · Arts & CultureMONMOUTH MEDICAL CENTER FOUNDATION INC: $542,500 · HealthMONMOUTH MEDIC…Children's Hospital Corporation: $50,000 · HealthChildren's Hos…MONMOUTH MEDICAL CENTER: $21,500 · Health+3 more: $14,000 · HealthLUNCH BREAK INC: $255,000 · Food & NutritionUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $200,000 · PhilanthropyMONMOUTH UNIVERSITY INC: $121,500 · EducationThe Trustees of Princeton University: $55,000 · Education+2 more: $2,000 · EducationTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $22,500 · AnimalsMONMOUTH COUNTY SPCA: $1,000 · Animals
Other$3,102,215Arts & Culture$630,600Health$628,000Food & Nutrition$255,000Philanthropy$200,000Education$178,500Animals$23,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMONMOUTH MEDICAL CENTER FOUNDATION INC: $542,500 over 3y, 1.1% of budgetLINCOLN CENTER FOR THE PERFORMING ARTS INC: $482,500 over 4y, 0.2% of budgetLUNCH BREAK INC: $255,000 over 2y, 4.3% of budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $200,000 over 2y, 0.0% of budgetTHE NEW 42ND STREET INC: $126,000 over 3y, 0.3% of budgetMONMOUTH UNIVERSITY INC: $121,500 over 3y, 0.0% of budgetThe Trustees of Princeton University: $55,000 over 2y, 0.0% of budgetThe Bodhi Tree Foundation: $50,000 over 1y, 19% of budgetChildren's Hospital Corporation: $50,000 over 1y, 0.0% of budgetVISITING NURSE ASSOCIATION OF CENTRAL JERSEY: $25,000 over 1y, 0.1% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $22,500 over 4y, 0.0% of budgetMONMOUTH MEDICAL CENTER: $21,500 over 1y, 0.0% of budgetCENTRAL PARK CONSERVANCY INC: $15,000 over 2y, 0.0% of budgetSHORE CLUBHOUSE INC: $10,500 over 2y, 2.2% of budgetTWO RIVER THEATRE COMPANY INC: $10,000 over 1y, 0.1% of budgetMONMOUTH CONSERVATION FOUNDATION: $8,000 over 1y, 0.8% of budgetJAZZ AT LINCOLN CENTER INC: $7,500 over 1y, 0.0% of budgetBALLET THEATRE FOUNDATION INC: $2,600 over 1y, 0.0% of budgetTHOMAS G LABRECQUE FOUNDATION: $2,500 over 1y, 0.6% of budgetMonmouth County Historical Association: $2,000 over 2y, 0.1% of budgetCANCERCRUSHER FOUNDATION INC: $1,000 over 1y, 0.8% of budgetNORTHSIDE CENTER FOR CHILD DEVELOPMENT INC: $1,000 over 1y, 0.0% of budgetFASHION INSTITUTE OF TECHNOLOGY FOUNDATION: $1,000 over 1y, 0.0% of budgetThe New School: $1,000 over 1y, 0.0% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $1,000 over 1y, 0.0% of budgetMONMOUTH COUNCIL INC BOY SCOUTS OF AMERICA: $1,000 over 1y, 0.0% of budgetMONMOUTH COUNTY SPCA: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Oceanfirst FoundationThe Lynch Blades Foun…The Ansell Grimm & Aa…The Jay and Linda Gru…Amg Charitable Gift F…Shrewsbury FoundationJam Anonymous Foundat…Manasquan Bank Charit…New Jersey Natural Ga…The Goldman Sachs Cha…Anabel FoundationThe Gravina Family Fo…
Oceanfirst FoundationNJ19.7× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Oceanfirst Foundation · The Lynch Blades Foundation Dennis Lynch Trustee · The Ansell Grimm & Aaron Foundation Inc · The Jay and Linda Grunin Foundation D/B/A Grunin Foundation · Amg Charitable Gift Foundation · Shrewsbury Foundation · Jam Anonymous Foundation Inc · Manasquan Bank Charitable Foundation Inc · New Jersey Natural Gas Company Charity Inc · The Goldman Sachs Charitable Gift Fund · Anabel Foundation · The Gravina Family Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Marjorie & Clarence E Unterberg Fdninc funds: left to right is the share of its income from government, bottom to top the share from Marjorie & Clarence E Unterberg Fdninc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 7%
  • The Trustees of Princeton University: 11% of income from government
  • Children's Hospital Corporation: 10% of income from government
  • Shore Clubhouse Inc: 7% of income from government
  • Lunch Break Inc: 4% of income from government
  • Monmouth University Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Marjorie & Clarence E Unterberg Fdninc?

Find your warmest path to Marjorie & Clarence E Unterberg Fdninc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 49 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Marjorie & Clarence E Unterberg Fdninc’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home