Bershad Family Foundation Inc
Bershad Family Foundation Inc is a private foundation based in New York, NY. It gave $39,000 in grants to 12 organizations in 2024.
Bershad Family Foundation Inc at a glance
In short: Bershad Family Foundation Inc gave $39K across 12 grants in 2024 (avg $3K), mostly in New York. 8% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $39,000
- -1.9% vs 2023
- Grants made (2024)
- 12
- -14.3% vs 2023
- Average grant
- $3,250
- +14.5% vs 2023
- Median grant
- $1,000
- Total assets
- $807,183
- +1.9% vs 2023
- New grantees (estimate)
- 8% first-time grantees (1 of 12, 2024; small sample)
- Primary geography
- New York (59% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bershad Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 171 E 84Th St 31B, New York, NY 10028
Phone: (212) 695-5003
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bershad Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Cornell University ($20K). Together the top 10 received $38K.
Grant Size Distribution
92 grants across all recorded years
The most common grant size was under $50K: 92 grants of 92 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grants went to recipients in New York (59% of grant dollars), North Carolina (26%), Washington (13%), and Alabama (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 12 itemized grants.
States
Cities
Is Bershad Family Foundation Inc open to new grantees?
8%
first-time grantees, 2024
In 2024, 1 of 12 grantees (8%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $1K; repeat grants $3K. How we count
Medians: $1K first-time, $1K repeat.
- 92% of 2024 grantees were also funded in 2023. Method
- Giving fell 26% from 2021 to 2024. Method
- In 2024 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $39K (2024) to $58K (2019). In 2024 it made 12 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cornell University Ithaca, NY | To Further the Charitable Purpose of the Organization. | $20,000 |
| Jewish Federation of Greater Charlotte Charlotte, NC | To Further the Charitable Purpose of the Organization. | $5,000 |
| Social Venture Partners Seattle, WA | To Further the Charitable Purpose of the Organization. | $5,000 |
| Friendship Circle Charlotte, NC | To Further the Charitable Purpose of the Organization. | $2,500 |
| Comprehensive Youth Development Inc New York, NY | To Further the Charitable Purpose of the Organization. | $1,000 |
| Father Purcell Memorial Exceptional Children's Center Montgomery, AL | To Further the Charitable Purpose of the Organization. | $1,000 |
| Hias New York, NY | To Further the Charitable Purpose of the Organization. | $1,000 |
| Stand for Animals Charlotte, NC | To Further the Charitable Purpose of the Organization. | $1,000 |
| Veterinary Care Foundation Charlotte, NC | To Further the Charitable Purpose of the Organization. | $1,000 |
| Charlotte Mechkenburg Library Foundation Charlotte, NC | To Further the Charitable Purpose of the Organization. | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $807,183 | $54,471 | $39,110 | $39,000 | 12 | $39,000 | $52,431 | $45,160 |
| 2023 | $791,822 | $37,318 | $39,850 | $39,750 | 14 | $39,750 | $37,318 | $40,730 |
| 2022 | $794,354 | $9,657 | $51,194 | $48,750 | 16 | $48,750 | $14,393 | $41,425 |
| 2021 | $835,891 | $83,658 | $55,924 | $52,430 | 26 | $52,430 | $83,658 | $48,680 |
| 2020 | $810,129 | $56,842 | $56,920 | $53,680 | 24 | — | $54,720 | $44,550 |
| 2019 | $797,126 | $39,870 | $59,964 | $57,930 | 25 | — | $38,316 | $50,165 |
Under IRS private-foundation payout rules, Bershad Family Foundation Inc reported a distributable amount of $45K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In 2024, the foundation reported 12 grants totaling $39,000. Grants ranged from $500 to $20,000, with a median grant of $1,000. Its largest grants were $20,000 to Cornell University in Ithaca, NY; $5,000 each to Jewish Federation of Greater Charlotte in Charlotte, NC, and Social Venture Partners in Seattle, WA; and $2,500 to Friendship Circle in Charlotte, NC. Other listed grants included $1,000 each to Comprehensive Youth Development Inc, Father Purcell Memorial Exceptional Children’s Center, HIAS, Stand for Animals, and Veterinary Care Foundation; and $500 each to Charlotte Mecklenburg Library Foundation, City Meals on Wheels, and The Town School.
Leadership & Key People
Leadership team and compensation from IRS filings
William Bershad is listed as manager on the 2024 filing.
Bershad Family Foundation Inc's only listed officer is William Bershad, Manager on every filing since 2019 (uncompensated).
Officers on the 2024 filing
William Bershad
Manager
On filings since 2019
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bershad Family Foundation Inc
How much does Bershad Family Foundation Inc give each year?
Bershad Family Foundation Inc gave $39K across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $40K across 14 grants.
What is Bershad Family Foundation Inc's typical grant size?
Bershad Family Foundation Inc's median grant in 2024 was $1,000, and its average grant was $3,250, across 12 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bershad Family Foundation Inc that year got $1K on average.
Where does Bershad Family Foundation Inc give grants?
Bershad Family Foundation Inc gives mostly in New York: 59% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (26%) and Washington (13%). The most frequent recipient cities were Charlotte, NC (5 grants) and New York, NY (4 grants).
Who are Bershad Family Foundation Inc's largest grantees?
Bershad Family Foundation Inc's largest 2024 grantees include Cornell University ($20,000), Jewish Federation of Greater Charlotte ($5,000) and Social Venture Partners ($5,000), according to its 2024 IRS Form 990-PF. Together they received 77% of its itemized 2024 grant dollars.
How large is Bershad Family Foundation Inc?
Bershad Family Foundation Inc reported $807K in total assets on its 2024 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from Bershad Family Foundation Inc?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bershad Family Foundation Inc's EIN?
Bershad Family Foundation Inc's EIN (Employer Identification Number) is 46-1514034. IRS Form 990 filing data is available on this page for 2019–2024.
Does Bershad Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 21, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2019–2024
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