David Bershad Family Foundation Inc

Private foundation · Grantmaker West Orange, NJ EIN: 80-0315868

The David Bershad Family Foundation Inc is a private foundation based in West Orange, New Jersey. Its 2024 grants went to organizations including Cornell University, a synagogue, a Jewish community federation, the ACLU Foundation, and Hillel International.

Key facts about David Bershad Family Foundation Inc

In short: David Bershad Family Foundation Inc gave $181K across 5 grants in 2024 (avg $36K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
80-0315868
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$180,835
Grants made (2024)
5
Average grant
$36,167
Median grant
$20,000
Total assets
$196,689
Primary geography
New York (58% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$197K

-58.6% YoY

Annual Giving

$181K

-51.4% YoY

Grant Count

5

-82.1% YoY

Avg Grant Size

$36K

+172.1% YoY

Under IRS private-foundation payout rules, David Bershad Family Foundation Inc reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

How David Bershad Family Foundation Inc gives

  • Giving fell 59% from 2021 to 2024. Method
  • In 2024 it paid out 414% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for educational, religious, community, civil-liberties, and campus organizations. The Jewish Federation of Greater Metrowest NJ describes its own mission as caring for people in need, building Jewish life, and helping people; it says it serves educational, vocational, recreational, and social needs through a network of local and overseas partner agencies.

Grantmaking

In 2024, the foundation awarded 5 grants totaling $180,835. Grant amounts ranged from $100 to $100,000, with a median of $20,000. The largest grants were $100,000 to Cornell University, $55,735 to Temple Sharey Tefilo Israel, and $20,000 to the Jewish Federation of Greater Metrowest NJ. Each was listed for general use. Other 2024 grants included $5,000 to the ACLU Foundation and $100 to Hillel International, also for general use.

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Geographic Focus

Where this funder awards grants

In 2024, 58% of grant dollars went to recipients in New York and 42% to recipients in New Jersey; the share going to recipients in Washington, DC, was 0%.

Grant Distribution by State

12states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

New YorkNewarkMontclairWashingtonBrooklynSouth OrangeMontgomeryWest OrangeAtlantaIthacaWhippanyMorristownPhiladelphiaTerre HauteArmonkChula VistaHillsideWalthamBaltimoreBelleville

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K30 grants2019 27 grants2020 39 grants2021 39 grants2022 28 grants2023 5 grants2024

From 2019 to 2024, annual grant giving ranged from $181K (2024) to $663K (2022). In 2024 it made 5 grants totaling $181K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Cornell University: $100KCornell University$100KTemple Sharey Tefilo Israel: $56KTemple Sharey Tefilo Israel$56KJewish Federation of Greater Metrowest NJ: $20KJewish Federation of GreaterMetrowest NJ$20KACLU Foundation: $5KACLU Foundation$5KHillel International: $100Hillel International$100

The largest 2024 recipient was Cornell University ($100K). Together the top 5 received $181K.

Grant Size Distribution

138 grants across all recorded years

120<$50K9$50–100K9$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 120 grants of 138 (87%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cornell University Ithaca, NYGeneral Use$100,000
Temple Sharey Tefilo Israel South Orange, NJGeneral Use$55,735
Jewish Federation of Greater Metrowest NJ Whippany, NJGeneral Use$20,000
ACLU Foundation New York, NYGeneral Use$5,000
Hillel International Washington, DCGeneral Use$100

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2024 $180,835 5
2023 $372,135 28
2022 $663,241 39
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$196,689$475,280$652,015
Revenue$22,033$81,228$410,796
Expenses$183,683$376,490$667,024
Qualifying Distributions$180,835$375,135$666,241
Net Investment Income$19,185$79,873$410,013
Distributable Amount$43,713$67,019$76,579

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 10, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 15, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 29, 2026)
  7. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists David J. Bershad as president and Jeffrey Bershad and William Bershad as officers.

David Bershad Family Foundation Inc is led by David J. Bershad, President on every filing since 2019; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • David J. Bershad

    President

    On filings since 2019

    No compensation reported

  • Jeffrey Bershad

    Officer

    On filings since 2019

    No compensation reported

  • William Bershad

    Officer

    On filings since 2019

    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.

Contact

Mailing address: 402 Metzger Drive, West Orange, NJ 07052
Phone: (973) 746-0068

Frequently asked questions about David Bershad Family Foundation Inc

How much does David Bershad Family Foundation Inc give each year?

David Bershad Family Foundation Inc gave $181K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $372K across 28 grants.

What is David Bershad Family Foundation Inc's typical grant size?

David Bershad Family Foundation Inc's median grant in 2024 was $20,000, and its average grant was $36,167, across 5 grants on its 2024 IRS Form 990-PF.

Where does David Bershad Family Foundation Inc give grants?

David Bershad Family Foundation Inc gives mostly in New York: 58% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (42%).

Does David Bershad Family Foundation Inc give general operating support?

Yes: 100% of David Bershad Family Foundation Inc's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are David Bershad Family Foundation Inc's largest grantees?

David Bershad Family Foundation Inc's largest 2024 grantees include Cornell University ($100,000), Temple Sharey Tefilo Israel ($55,735) and Jewish Federation of Greater Metrowest NJ ($20,000), according to its 2024 IRS Form 990-PF. Together they received 97% of its itemized 2024 grant dollars.

How large is David Bershad Family Foundation Inc?

David Bershad Family Foundation Inc reported $197K in total assets on its 2024 IRS Form 990-PF. It paid out $181K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).

What does David Bershad Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants show support for educational, religious, community, civil-liberties, and campus organizations. See mission & focus areas ↑

How do I apply for a grant from David Bershad Family Foundation Inc?

The foundation does not accept unsolicited requests for funds and states that it 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 David Bershad Family Foundation Inc's EIN?

David Bershad Family Foundation Inc's EIN (Employer Identification Number) is 80-0315868. IRS Form 990 filing data is available on this page for 2019–2024.

Does David 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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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