David Bershad Family Foundation Inc

WEST ORANGE, NJ EIN: 80-0315868

The David Bershad Family Foundation Inc is a private grantmaking foundation located in West Orange, New Jersey. Established in 2009 and granted tax-exempt status in April 2011, the foundation operates as a 501(c)(3) charitable organization classified under the NTEE code T20 (Private Grantmaking Foundations). The foundation functions as an independent organization with no affiliation to larger national or regional groups.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$475K

-27.1% YoY

Annual Giving

$372K

-43.9% YoY

Grant Count

-28.2% YoY

Avg Grant Size

$13K

-21.8% YoY

Under IRS private-foundation payout rules, David Bershad Family Foundation Inc reported a distributable amount of $67K for 2023 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation has not publicly provided a formal mission statement. However, based on recent grantmaking activity, the foundation supports a diverse range of causes including legal services, cultural institutions, and Jewish community organizations.

Grantmaking

The David Bershad Family Foundation made 27 grants in fiscal year 2023. Recent grants include:

How to Apply

or submission guidelines are documented in available sources.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in New Jersey, with a particular concentration in the greater Metrowest region and surrounding areas.

Grant Distribution by State

New Jersey $1.6M (80%)

New York $362K (18%)

Indiana $10K (1%)

District of Columbia $9K (0%)

Alabama $8K (0%)

Georgia $8K (0%)

Connecticut $2K (0%)

Maryland $2K (0%)

+4 more states

States

Alabama California Connecticut District of Columbia Georgia Indiana Massachusetts Maryland New Jersey New York Pennsylvania Virginia

Cities

ArmonkAtlantaBaltimoreBrigantineBrooklynChula VistaEnglewoodGarden CityGarrisonHagerstownHillsideIthacaMerrifieldMetuchenMontclairMontgomeryMorristownNew HavenNew YorkNewark

Financial History

Multi-year comparison from IRS filings

As of fiscal year ending November 2023:

Total Assets: $475,280
Total Revenues: $81,228
Total Expenses: $376,490
Investments: $332,500
Employees: 0

The foundation operates without paid staff.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$475,280	$652,015	$877,579
Revenue	$81,228	$410,796	$143,891
Expenses	$376,490	$667,024	$442,690
Qualifying Distributions	$375,135	$666,241	—
Net Investment Income	$79,873	$410,013	$142,731
Distributable Amount	$67,019	$76,579	$86,027

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

Grant Size Distribution

133 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Volunteer Lawyers for Justice ($113,400), New Jersey Performing Arts Center - Njpac ($80,500), Temple Neve Shalom ($50,000).

Recipient	Purpose	Amount
ACLU FOUNDATION NEW YORK, NY	GENERAL USE	$10,000
AJC METRO ATLANTA, GA	GENERAL USE	$1,250
ANTI DEFAMATION LEAGUE NEW YORK, NY	GENERAL USE	$500
COMMUNITY FOUNDATION OF NJ MORRISTOWN, NJ	GENERAL USE	$500
CORNELL UNIVERSITY ITHACA, NY	GENERAL USE	$10,000
HENRY SETTLEMENT STREET NEW YORK, NY	GENERAL USE	$1,000
JEWISH FEDERATION OF GREATER METROWEST NJ WHIPPANY, NJ	GENERAL USE	$20,000
MARCH OF DIMES WHITE PLAINS, NY	GENERAL USE	$100
METROPOLITAN MUSEUM OF ART NEW YORK, NY	GENERAL USE	$1,500
MONTCLAIR ART MUSEUM MONTCLAIR, NJ	GENERAL USE	$1,500

Leadership & Key People

Leadership team and compensation from IRS filings

David J. Bershad serves as President of the foundation. He receives no compensation for this role.

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
DAVID J BERSHAD	PRESIDENT	—	—
JEFFREY BERSHAD	OFFICER	—	—
WILLIAM BERSHAD	OFFICER	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does David Bershad Family Foundation Inc fund?

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

The David Bershad Family Foundation made 27 grants in fiscal year 2023. Recent grants include: • Volunteer Lawyers for Justice: $113,400 (General Use) • New Jersey Symphony Orchestra: $22,500 (General Use) • Jewish Federation of Greater Metrowest NJ: $20,000 (General Use) The foundation provides grants designated for general use purposes. No specific application process or submission guidelines are documented in available sources.

Where does David Bershad Family Foundation Inc make grants?

The foundation primarily funds organizations in New Jersey, with a particular concentration in the greater Metrowest region and surrounding areas.

What size grants does David Bershad Family Foundation Inc award?

In 2023, David Bershad Family Foundation Inc awarded 28 grants totaling $372K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is David Bershad Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, David Bershad Family Foundation Inc reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2023.