· Private foundation
The David and Cheryl Unterberg Charitable Foundation Trust
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: 66% of THE DAVID AND CHERYL UNTERBERG CHARITABLE FOUNDATION TRUST’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 $10k44 grants · $43k
- $10k–50k9 grants · $156k
| Recipient | Amount |
|---|---|
| Individual grant recipient | $30,700 |
| AMERICAN FRIEND OF MIGDAL OHR | $25,000 |
| AMERICAN FRIEND OF GENESIS JERUSALEM | $25,000 |
| Individual grant recipient | $20,000 |
| YAVNEH ACADEMY | $14,000 |
| BRIS AVROHEM | $11,700 |
| Individual grant recipient | $10,000 |
| SHAVEI HEVRON INSTITUTES | $10,000 |
| Individual grant recipient | $10,000 |
| OAE PINSK KARLIN | $9,000 |
| CONGREGATION OHEL YOSEF YITZCHAK | $4,500 |
| Individual grant recipient | $3,500 |
| OHR TORAH STONE | $2,500 |
| AMERICAN FRIENDS OF SHALVA | $2,000 |
| THE KOBY MANDELL FOUNDATION | $2,000 |
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.
Your US giving — 87% of grant dollars ($1.4M). The need read here covers only this US portion; the 13% that went abroad ($202k) is mapped below.
Your human-services grants (FY17–24, $8k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 83% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
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.
Which US states your grants reach
Beyond the US — 13% of all-years giving ($202k)
1 country, by the recipient’s country on the filing.
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. International giving is mapped by the recipient’s country from the same 990 filings; comparable need data isn’t available at that grain.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +59% since the first grant, against +8% for the ones you funded once.
76 repeat relationships — 39 still active in FY2024, 37 since wound down; 14 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, 97% of grant dollars renewed an existing relationship; $6k 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
- AFAMERICAN FRIENDS OF GENESIS JERUSALEM INC8× · 2017–2024 · $231k · revenue +99%
- SHSHAVEI HEVRON INSTITUTIONS INC2× · 2017–2018 · $51k · revenue +111%
- OAO A E PINSK KARLIN INC7× · 2017–2024 · $48k · revenue +518%
Funded once
- IGIndividual grant recipientone grant, 2019 · $15k
- IGIndividual grant recipientone grant, 2021 · $7k
- AFAmerican Friends of Ptil Tekhelt Incone grant, 2023 · $5k · revenue -68%
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.
To further jewish education in israel
For reference, the grantee most central to the portfolio’s shape is One Israel Fund Ltd and the most unlike its peers is American Diabetes Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 29 years old; the field is 16. You back the established end — and your money leans older still.
The field is 21% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 13% 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.
48 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. 48 of the 133 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 AMERICAN FRIENDS OF GENESIS JERUSALEM INC ↗
- Who funds BRIS AVROHOM INC ↗
- Who funds SHAVEI HEVRON INSTITUTIONS INC ↗
- Who funds O A E PINSK KARLIN INC ↗
- Who funds Ohr Torah Stone Institutions of Israel ↗
- Who funds PINSK KARLIN INC ↗
- Who funds THE KOBY MANDELL FOUNDATION INC ↗
- Who funds ONE FAMILY FUND ↗
- Who funds AMERICAN FRIENDS OF YESHIVAT HESDER SDEROTINC ↗
- Who funds Central Fund of Israel ↗
- Who funds FRIENDS OF YAD SARAH INC ↗
- Who funds American Friends of Ptil Tekhelt Inc ↗
- Who funds AMERICAN FRIENDS OF ATERET COHANIM INC ↗
- Who funds JUST ONE LIFE 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: Jewish Communal Fund · Cross River Community Foundation · The Ojc Fund · Jewish Federation of Metropolitan Chicago · Fjc · Associated Jewish Charities of Baltimore · Jack Adjmi Family Foundation Inc · The Blumenfeld Family Foundation · Granit Foundation · The Frieman Foundation · Cherna Moskowitz Foundation · The Alan and Elisa Pines 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 The David and Cheryl Unterberg Charitable Foundation Trust 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.
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.
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How do I get to The David and Cheryl Unterberg Charitable Foundation Trust?
Find your warmest path to The David and Cheryl Unterberg Charitable Foundation Trust 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.