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The David and Cheryl Unterberg Charitable Foundation Trust at a glance

· 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.

$199k
Granted FY2024still arriving
53
Grants FY2024still arriving
8
States reached
$31k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

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

Education$684kReligion$490kInternational$304kPhilanthropy$65kHealth$21kHuman Services$10kArts & Culture$4kFood & Nutrition$2kOther$0
02FY2024 · 53 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k44 grants · $43k
  • $10k–50k9 grants · $156k
$500
Median grant
8
States reached
$13k
Total assets
Largest grants
RecipientAmount
Individual grant recipient$30,700
AMERICAN FRIEND OF GENESIS JERUSALEM$25,000
AMERICAN FRIEND OF MIGDAL OHR$25,000
BAIS HATALMUD$20,000
YAVNEH ACADEMY$14,000
BRIS AVROHEM$11,700
CONGREGATION AGUDAS ISRAEL$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
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.

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.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 10%FRIENDS OF YASHAR LACHAYAL: $500 → 8%FRIENDS OF YASHAR LACHAYAL: $360 → 8%FRIENDS OF YASHAR LACHAYAL: $180 → 8%FRIENDS OF YASHAR LACHAYAL: $180 → 8%DEENA MOTECHIN JACOBS GEMILAS CHESED FUND: $400 → 11%AMERICAN FRIENDS OF YAD ELIEZER: $680 → 20%THE DAVIS MEMORIAL FUND: $150 → 6%AMERICAN FRIENDS OF YAD ELIEZER: $500 → 20%AMERICAN FRIENDS OF YAD ELIEZER: $360 → 20%TEMECH INC: $1k → 17%CHILDRENS BRIDGE OF ZICHRON MENACHEM: $360 → 17%CHILDRENS BRIDGE OF ZICHRON MENACHEM: $360 → 17%CHILDREN'S BRIDGE OF ZICHRON MENACHEM: $360 → 17%CHILDRENS BRIDGE OF ZICHRON MENACHEM: $250 → 17%BONEI OLAM: $1k → 20%DORAT INC: $300 → 17%DORAT INC: $250 → 17%OHEL CHILDREN'S HOME AND FAMILY SERVICES: $180 → 20%DOROT INC: $180 → 17%DOROT INC: $150 → 17%DORAT INC: $100 → 17%DOROT INC: $100 → 17%DOROT INC: $100 → 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.

Which US states its grants reach

NH
IL
NY
MA
NJ
CA
UT
VA
MD
DC
FL

Beyond the US: 13% of all-years giving ($202k)

1 country, by the recipient’s country on the filing.

grant dollars sentlessmore
Israel$202k · 13 grants
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. International giving is mapped by the recipient’s country from the same 990 filings; comparable need data isn’t available at that grain.
03Its grantees
repeat funding

Who it funds again

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

96%of every dollar goes to organizations it has funded before.
$1.5M · 76 repeat orgs$69k to everyone else

Grantees it renews have grown median revenue +59% since the first grant, against +8% for those 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

Re-uppedFunded once

Organizations

76
42

Total granted

$1.5M
$63k

Median revenue growth · since first grant

+59%
+8%

Still filing today

41%
26%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
InternationalHuman ServicesReligionPhilanthropyHealthArts & CultureOther
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

  • AF
    AMERICAN FRIENDS OF GENESIS JERUSALEM INC
    8× · 2017–2024 · $231k · revenue +99%
  • SH
    SHAVEI HEVRON INSTITUTIONS INC
    2× · 2017–2018 · $51k · revenue +111%
  • OA
    O A E PINSK KARLIN INC
    7× · 2017–2024 · $48k · revenue +518%

Funded once

  • IG
    Individual grant recipient
    one grant, 2019 · $15k
  • IG
    Individual grant recipient
    one grant, 2021 · $7k
  • CY
    CONGREGATION YESHIVA YAD MOISHE
    one grant, 2022 · $5k
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
Zichron Avrohom Yosef
Philanthropy
2
Sherit Isroel
—
3
Yeshiva Ohr Yisroel
Philanthropy
4
Keren Yaakov Ben Menachen Tzvi Foundation
Philanthropy
5
Zichron Chaim Avraham Foundation
Philanthropy
6
Zichron Chaim Meir Foundation
Philanthropy
7
American Friends of Yeshiva Aish Hatorah
—
8
The Keren Rachaim Fund
—
9
American Friends of Oseh Chayil

To further jewish education in israel

Religion
10
Tal Hashamayim Foundation
Religion
11
American Friends of Even Yisroel Charitable Foundation
Philanthropy
12
Yad Yosef Foundation
Philanthropy
How this is measured
The grantee most central to the portfolio’s shape is One Israel Fund Ltd; 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.
04the grantee network

48 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. 48 of the 133 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)
17
Early backer (in before they grew)
46/48
Grantees still filing
34/48
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $216,700 · OtherIndividual grant recipientAMERICAN FRIEND OF MIGDAL OHR: $200,000 · OtherAMERICAN FRIEND OF MIGDAL OHRBAIS HATALMUD: $103,000 · OtherBAIS HATALMUDIndividual grant recipient: $90,000 · OtherIndividual grant recipientSHAVEI HEVRON INSTITUTES: $59,200 · OtherSHAVEI HEVRON INSTITUTESCONGREGATION AGUDATH ISRAEL: $45,000 · OtherIndividual grant recipient: $37,500 · OtherCONGREGATION AGUDAS ISRAEL: $35,000 · Other+81 more: $263,321 · Other+81 moreAMERICAN FRIENDS OF GENESIS JERUSALEM INC: $231,000 · InternationalAMERICAN FRIENDS OF GE…SHAVEI HEVRON INSTITUTIONS INC: $50,860 · InternationalSHAVEI HEVRON INSTITUT…ONE FAMILY FUND: $11,010 · International+10 more: $19,875 · International+10 moreBRIS AVROHOM INC: $80,600 · ReligionOhr Torah Stone Institutions of Israel: $19,500 · ReligionAmerican Friends of Ptil Tekhelt Inc: $5,000 · Religion+4 more: $3,760 · ReligionO A E PINSK KARLIN INC: $48,380 · PhilanthropyPINSK KARLIN INC: $13,500 · PhilanthropyTHE KOBY MANDELL FOUNDATION INC: $12,000 · PhilanthropyAMERICAN FRIENDS OF YESHIVAT HESDER SDEROTINC: $6,410 · Philanthropy+3 more: $3,220 · PhilanthropyFRIENDS OF YAD SARAH INC: $5,100 · HealthCHAI LIFELINE INC: $2,230 · HealthCHILDREN'S BRAIN TUMOR FOUNDATION INC: $960 · HealthALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $631 · HealthAmerican Diabetes Association: $586 · Health+1 more: $300 · HealthAMERICAN FRIENDS OF YAD ELIEZER: $1,540 · Human ServicesCHILDRENS BRIDGE OF ZICHRON MENACHEM INC: $1,330 · Human ServicesFriends of Yashar L'Chayal Inc: $1,220 · Human ServicesDOROT INC: $1,180 · Human ServicesBonei Olam Inc: $1,000 · Human ServicesTEMECH INC CO AVI SCHRON: $1,000 · Human ServicesDEENA MOTECHIN JACOBS GEMILAS CHESED FUND: $400 · Human Services+2 more: $330 · Human ServicesFRIENDS OF UNITED HATZALAH INC: $2,220 · Arts & CultureThe United States Holocaust Memorial Museum: $1,700 · Arts & Culture
Other$1,049,721International$312,745Religion$108,860Philanthropy$83,510Health$9,807Human Services$8,000Arts & Culture$3,920

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 budgetAMERICAN FRIENDS OF GENESIS JERUSALEM INC: $231,000 over 8y, 1.6% of budgetBRIS AVROHOM INC: $80,600 over 8y, 0.5% of budgetSHAVEI HEVRON INSTITUTIONS INC: $50,860 over 2y, 1.2% of budgetO A E PINSK KARLIN INC: $48,380 over 7y, 2.4% of budgetOhr Torah Stone Institutions of Israel: $19,500 over 4y, 0.1% of budgetPINSK KARLIN INC: $13,500 over 2y, 4.2% of budgetTHE KOBY MANDELL FOUNDATION INC: $12,000 over 6y, 1.8% of budgetONE FAMILY FUND: $11,010 over 3y, 0.6% of budgetAMERICAN FRIENDS OF YESHIVAT HESDER SDEROTINC: $6,410 over 6y, 0.2% of budgetCentral Fund of Israel: $6,000 over 2y, 0.0% of budgetFRIENDS OF YAD SARAH INC: $5,100 over 8y, 0.0% of budgetAMERICAN FRIENDS OF ATERET COHANIM INC: $4,000 over 2y, 0.3% of budgetJUST ONE LIFE INC: $2,910 over 7y, 0.1% of budgetAMERICAN FRIENDS OF ALYN HOSPITALINC: $2,700 over 7y, 0.0% of budgetJust One Chesed Inc: $2,500 over 1y, 0.0% of budgetCHAI LIFELINE INC: $2,230 over 7y, 0.0% of budgetFRIENDS OF UNITED HATZALAH INC: $2,220 over 4y, 0.0% of budgetAMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL IN JERUSALEM INC: $2,150 over 7y, 0.0% of budgetALS UNITED GREATER NEW YORK INC: $2,100 over 6y, 0.0% of budgetCHEDER YALDEI MENACHEM INC: $2,000 over 1y, 0.3% of budgetThe United States Holocaust Memorial Museum: $1,700 over 5y, 0.0% of budgetKEREN OR INC: $1,660 over 7y, 0.0% of budgetBNAI RAPHAEL CHESED ORGANIZATION IN: $1,540 over 4y, 0.0% of budgetAMERICAN FRIENDS OF YAD ELIEZER: $1,540 over 3y, 0.0% of budgetZIONIST ORGANIZATION OF AMERICA: $1,480 over 7y, 0.0% of budgetCHILDRENS BRIDGE OF ZICHRON MENACHEM INC: $1,330 over 4y, 0.2% of budgetFriends of Yashar L'Chayal Inc: $1,220 over 4y, 0.1% of budgetDOROT INC: $1,180 over 7y, 0.0% of budgetBonei Olam Inc: $1,000 over 1y, 0.0% of budgetTEMECH INC CO AVI SCHRON: $1,000 over 1y, 0.1% of budgetCHILDREN'S BRAIN TUMOR FOUNDATION INC: $960 over 5y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $631 over 7y, 0.0% of budgetGush Etzion Foundation % Juliette Landesman: $605 over 3y, 0.1% of budgetAmerican Diabetes Association: $586 over 7y, 0.0% of budgetONE ISRAEL FUND LTD: $550 over 3y, 0.0% of budgetKav LNoar Foundation: $500 over 1y, 0.1% of budgetDEENA MOTECHIN JACOBS GEMILAS CHESED FUND: $400 over 1y, 0.1% of budgetEZER MIZION: $360 over 1y, 0.0% of budgetPEF ISRAEL ENDOWMENT FUNDS INC: $360 over 2y, 0.0% of budgetHEBRON FUND INC: $360 over 1y, 0.0% of budgetCYSTIC FIBROSIS FOUNDATION: $300 over 4y, 0.0% of budgetMAAMAR MORDECHAI INC: $180 over 1y, 0.1% of budgetOhel Childrens Home & Family Services Inc: $180 over 1y, 0.0% of budgetDAVIS MEMORIAL FUND INC: $150 over 1y, 0.0% of budgetISRAEL EMERGENCY ALLIANCE: $100 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.

  • 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 ↗

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.

Jewish Communal FundCross River Community…The Ojc FundJewish Federation of …FjcAssociated Jewish Cha…Jack Adjmi Family Fou…The Blumenfeld Family…Granit FoundationThe Frieman FoundationCherna Moskowitz Foun…The Alan and Elisa Pi…
Jewish Communal FundNY30.3× affinity20 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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 The David and Cheryl Unterberg Charitable Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from The David and Cheryl Unterberg Charitable Foundation Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 120%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    12get 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 · 0–25%
    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 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.

    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 133 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 David and Cheryl Unterberg’s filings →

    More from the funding graph

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    who holds foundation money, and what just moved
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    funders cluster by geography, not ideology
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