Ers Charitable Fund Inc

Foundation · Grantmaker 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.

Key facts about Ers Charitable Fund Inc

EIN
13-4065892
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$121,670
Grants made (2024)
19
Average grant
$6,404
Median grant
$1,500
New grantees (estimate)
12% first-time grantees (2 of 17, 2024)
Total assets
$129,255
Primary geography
New Jersey (98% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Ers Charitable Fund Inc funds

By grant dollars, the top recipient states for Ers Charitable Fund Inc's 19 itemized 2024 grants were New Jersey (98%). The most frequent recipient cities were Bridgewater, NJ (4 grants), Oldwick, NJ (4 grants), Somerville, NJ (2 grants) and Flemington, NJ (2 grants). 74% of grants with a stated purpose were for general or operating support.

Is Ers Charitable Fund Inc open to new grantees?

12%

first-time grantees, 2024

In 2024, 2 of 17 grantees (12%) were first-time recipients. First grants averaged $5K; repeat grants $7K. How we count

Medians: $5K first-time, $2K repeat.

  • 88% of 2024 grantees were also funded in 2023. Method
  • Giving grew 50% from 2021 to 2024. Method
  • In 2024 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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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

Share of all 19 itemized 2024 grant dollars.

Cities

BridgewaterOldwickFlemingtonSomervilleCalifonPottersvilleEast WindsorGreenwichNewarkSan FranciscoMillburnNew YorkSomerset

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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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

Shimon & Sara Birnbaum JCC: $36K across 3 grantsShimon & Sara Birnbaum JCC$36K · 3 grantsRaritan Valley Community College - RVCC Foundation: $35KRaritan Valley CommunityCollege - RVCC Foundation$35KFlemington Food Pantry: $15KFlemington Food Pantry$15KJewish Family Servicefamily Mentor Service: $10KJewish Family ServicefamilyMentor Service$10KTewksbury TWP Public Library: $10KTewksbury TWP Public Library$10KTewksbury Connect: $3KTewksbury Connect$3KHunterdon Healthcare Foundation: $3KHunterdon HealthcareFoundation$3KThe Family Resource Network: $2KThe Family Resource Network$2KFriends of the Tewksbury TWP Library: $2KFriends of the Tewksbury TWPLibrary$2KTewksbury Family Assistance Fund: $2KTewksbury Family AssistanceFund$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 recipients include Shimon & Sara Birnbaum JCC ($35,645 across 3 grants), Raritan Valley Community College - RVCC Foundation ($35,000), Flemington Food Pantry ($15,000).

RecipientPurposeAmount
RARITAN VALLEY COMMUNITY COLLEGE - RVCC FOUNDATION Somerville, NJTHE PATRICIA CRITELLI SCHOLARSHIP FUND / NORMAN SOMER SCHOLARSHIP FUND$35,000
SHIMON & SARA BIRNBAUM JCC Bridgewater, NJGENERAL FUND$35,000
FLEMINGTON FOOD PANTRY Flemington, NJGENERAL$15,000
JEWISH FAMILY SERVICEFAMILY MENTOR SERVICE Somerville, NJGENERAL$10,000
TEWKSBURY TWP PUBLIC LIBRARY Oldwick, NJGENERAL FUND$10,000
TEWKSBURY CONNECT Califon, NJGENERAL$3,000
HUNTERDON HEALTHCARE FOUNDATION Flemington, NJGENERAL$2,500
THE FAMILY RESOURCE NETWORK East Windsor, NJGENERAL$2,000
FRIENDS OF THE TEWKSBURY TWP LIBRARY Oldwick, NJGENERAL$1,500
TEWKSBURY FAMILY ASSISTANCE FUND Oldwick, NJGENERALGENERAL$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.

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