· 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.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 61% of MARJORIE & CLARENCE E UNTERBERG FDNINC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k5 grants · $14k
- $10k–50k1 grant · $22k
- $50k–250k1 grant · $100k
- $250k+1 grant · $1.6M
| Recipient | Amount |
|---|---|
| MORGAN STANLEY DONOR ADVISED FUND | $1,625,465 |
| COMMUNITY FUNDS INC | $100,000 |
| BRUCE SPRINGSTEEN ARCHIVE CENTER FOR AMERICAN MUSIC (MONMOUTH UNIVERSITY) | $22,000 |
| NEW YORK JUNIOR TENNIS & LEARNING | $5,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | $5,000 |
| TWO RIVER THEATER | $1,500 |
| CANCER CRUSHERS FOUNDATION | $1,000 |
| MONMOUTH COUNTY HISTORICAL ASSOCIATION | $1,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY19–24) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 55% of your dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
16 repeat relationships — 5 still active in FY2024, 11 since wound down; 3 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 8% of grant dollars renewed an existing relationship; $1.6M went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- LCLINCOLN CENTER FOR THE PERFORMING ARTS INC4× · 2017–2024 · $483k · revenue +45%
LUNCH BREAK INC2× · 2021–2023 · $255k · revenue +8%- UJUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC2× · 2021–2022 · $200k · revenue +5%
Funded once
- LCLincoln Center Educationone grant, 2017 · $250k
- DDeerfieldone grant, 2017 · $200k
- UUJAone grant, 2017 · $125k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
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.
The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.
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…
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…
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…
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."
To educate students to be ethical and socially responsible leaders in a global community.
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.
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…
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,…
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…
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.
For reference, the grantee most central to the portfolio’s shape is Monmouth Medical Center Foundation Inc and 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.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 43 years old; the field is 18. You back the established end — and your money leans older still.
The field is 18% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 4% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
27 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 27 of the 50 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds MONMOUTH MEDICAL CENTER FOUNDATION INC ↗
- Who funds LINCOLN CENTER FOR THE PERFORMING ARTS INC ↗
- Who funds LUNCH BREAK INC ↗
- Who funds UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC ↗
- Who funds THE NEW 42ND STREET INC ↗
- Who funds MONMOUTH UNIVERSITY INC ↗
- Who funds The Trustees of Princeton University ↗
- Who funds The Bodhi Tree Foundation ↗
- Who funds Children's Hospital Corporation ↗
- Who funds VISITING NURSE ASSOCIATION OF CENTRAL JERSEY ↗
- Who funds THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS ↗
- Who funds MONMOUTH MEDICAL CENTER ↗
- Who funds CENTRAL PARK CONSERVANCY INC ↗
- Who funds SHORE CLUBHOUSE INC ↗
- Who funds TWO RIVER THEATRE COMPANY INC ↗
- Who funds MONMOUTH CONSERVATION FOUNDATION ↗
- Who funds JAZZ AT LINCOLN CENTER INC ↗
- Who funds BALLET THEATRE FOUNDATION INC ↗
- Who funds THOMAS G LABRECQUE FOUNDATION ↗
- Who funds Monmouth County Historical Association ↗
- Who funds The New School ↗
- Who funds FASHION INSTITUTE OF TECHNOLOGY FOUNDATION ↗
- Who funds NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Marjorie & Clarence E Unterberg Fdninc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- 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
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.
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.