Ers Charitable Fund Inc

POTTERSVILLE, NJ EIN: 13-4065892

Ers Charitable Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTTERSVILLE, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 19 grants totaling $122K. Net investment income was $110K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$129K

-24.4% YoY

Annual Giving

$122K

+9.7% YoY

Grant Count

19

+18.8% YoY

Avg Grant Size

$6K

-7.6% YoY

Under IRS private-foundation payout rules, Ers Charitable Fund Inc reported a distributable amount of $179K for 2024 — the minimum it must pay out in qualifying distributions.

About Ers Charitable Fund Inc

Based on IRS filings

Ers Charitable Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTTERSVILLE, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 19 grants totaling $122K. Net investment income was $110K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BridgewaterCalifonEast WindsorFlemingtonGreenwichMillburnNew YorkNewarkOldwickPottersvilleSan FranciscoSomersetSomerville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49K$98K$146K$195K20202021202220232024
Metric202420232022
Total Assets$129,255$170,929$206,787
Revenue$137,573$125,389$92,351
Expenses$177,435$159,995$143,722
Qualifying Distributions$149,552$135,445$123,762
Net Investment Income$109,690$100,839$72,391
Distributable Amount$179,498$146,177$130,636

Giving Over Time

Total grant dollars and number of grants per year

$0$30K$61K$91K$122K10 grants202014 grants202116 grants202216 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

RARITAN VALLEY COMMUNITY…$35KSHIMON & SARA BIRNBAUM JCC$35KFLEMINGTON FOOD PANTRY$15KJEWISH FAMILY SERVICEFAM…$10KTEWKSBURY TWP PUBLIC LIB…$10KTEWKSBURY CONNECT$3KHUNTERDON HEALTHCARE FOU…$3KTHE FAMILY RESOURCE NETW…$2KFRIENDS OF THE TEWKSBURY…$2KTEWKSBURY FAMILY ASSISTA…$2K

Grant Size Distribution

75 grants across all recorded years

75<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Raritan Valley Community College - Rvcc Foundation ($35,000), Shimon & Sara Birnbaum Jcc ($35,000), Flemington Food Pantry ($15,000).

RecipientPurposeAmount
ENDWELL FOUNDATION SAN FRANCISCO, CAGENERAL$1,000
FLEMINGTON FOOD PANTRY FLEMINGTON, NJGENERAL$15,000
FRIENDS OF THE TEWKSBURY TWP LIBRARY OLDWICK, NJGENERAL$1,500
FRIENDS OF WHITTEMORE OLDWICK, NJGENERAL$1,000
HUNTERDON HEALTHCARE FOUNDATION FLEMINGTON, NJGENERAL$2,500
JEWISH FAMILY SERVICEFAMILY MENTOR SERVICE SOMERVILLE, NJGENERAL$10,000
JEWISH FEDERATION BRIDGEWATER, NJGENERAL$1,000
POTTERSVILLE VOLUNTEER FIRE CO POTTERSVILLE, NJGENERAL$500
RARITAN VALLEY COMMUNITY COLLEGE - RVCC FOUNDATION SOMERVILLE, NJTHE PATRICIA CRITELLI SCHOLARSHIP FUND / NORMAN SOMER SCHOLARSHIP FUND$35,000
SHIMON & SARA BIRNBAUM JCC BRIDGEWATER, NJTEXAS HOLD UM$250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LISA BUNEVICHDIRECTOR/PRESIDENT
DAVID BUNEVICHDIRECTOR/SECRETARY5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Ers Charitable Fund Inc?

Ers Charitable Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTTERSVILLE, NJ. It holds $129K in total assets as of 2024.

How large is Ers Charitable Fund Inc?

As of 2024, Ers Charitable Fund Inc holds $129K in total assets with $138K in annual revenue. It awarded 19 grants totaling $122K in 2024.

Where does Ers Charitable Fund Inc operate?

Ers Charitable Fund Inc has awarded grants in California, Connecticut, New Jersey, New York.

What size grants does Ers Charitable Fund Inc award?

In 2024, Ers Charitable Fund Inc awarded 19 grants totaling $122K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Ers Charitable Fund Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ers Charitable Fund Inc reported a distributable amount of $179K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ers Charitable Fund Inc's EIN?

Ers Charitable Fund Inc's EIN (Employer Identification Number) is 13-4065892. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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