Susan V Bershad Charitable Fund Inc
Susan V Bershad Charitable Fund Inc is a private foundation based in Montclair, New Jersey. Its 2024 filing reports 22 grants totaling $293,773 to charitable organizations, including recipients in New Jersey, New York, and Illinois.
Susan V Bershad Charitable Fund Inc at a glance
In short: Susan V Bershad Charitable Fund Inc gave $294K across 22 grants in 2024 (avg $13K), mostly in New Jersey. 18% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $293,773
- +16.5% vs 2023
- Grants made (2024)
- 22
- +10.0% vs 2023
- Average grant
- $13,353
- +5.9% vs 2023
- Median grant
- $5,000
- Total assets
- $690,961
- -12.8% vs 2023
- New grantees (estimate)
- 18% first-time grantees (4 of 22, 2024; small sample)
- Primary geography
- New Jersey (66% 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 Susan V Bershad Charitable Fund Inc
- Accepts unsolicited proposals
- No
- Contact
Mailing address: 145 Union Street, Montclair, NJ 07042-2102
Phone: (973) 783-3330
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Susan V Bershad Charitable Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Montclair Film Festival ($125K). Together the top 10 received $265K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 95 grants of 99 (96%).
Geographic Focus
Where this funder awards grants
The funder is based in Montclair, New Jersey. In 2024, 66% of grant dollars went to recipients in New Jersey, 31% to recipients in New York, and 3% to recipients in Illinois; the filing also reports 0% for South Carolina.
Grant Distribution by State
Share of 2024 grant dollars across all 22 itemized grants.
Cities
Is Susan V Bershad Charitable Fund Inc open to new grantees?
18%
first-time grantees, 2024
In 2024, 4 of 22 grantees (18%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $8K; repeat grants $15K. How we count
Medians: $3K first-time, $5K repeat.
- 68% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+18%). Method
- In 2024 it paid out 354% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $149K (2020) to $294K (2024). In 2024 it made 22 grants totaling $294K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montclair Film Festival Montclair, NJ | To further the char. Purpose of the recip org | $125,000 |
| Montclair Art Museum Montclair, NJ | To further the char. Purpose of the recip org | $35,000 |
| New York STEM Cell Foundation New York, NY | To further the char. Purpose of the recip org | $25,000 |
| Page 73 Productions Brooklyn, NY | To further the char. Purpose of the recip org | $25,000 |
| Volunteer Lawyers for Justice Newark, NJ | To further the char. Purpose of the recip org | $12,500 |
| Jazz House Kids Montclair, NY | To further the char. Purpose of the recip org | $10,000 |
| Metropolitan Museum of Art New York, NY | To further the char. Purpose of the recip org | $10,000 |
| Montclair Community Pre-K Montclair, NY | To further the char. Purpose of the recip org | $10,000 |
| Montclair Foundation Montclair, NJ | To further the char. Purpose of the recip org | $7,500 |
| American Academy of Dermatology Chicago, IL | To further the char. Purpose of the recip org | $5,000 |
Ready to take the next step with Susan V Bershad Charitable Fund Inc?
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 | $690,961 | $207,971 | $302,524 | $293,773 | 22 | $293,773 | $196,883 | $83,071 |
| 2023 | $792,462 | $80,540 | $263,826 | $252,200 | 20 | $252,200 | $73,539 | $78,180 |
| 2022 | $976,310 | $134,173 | $292,555 | $275,222 | 19 | $280,028 | $122,917 | $87,175 |
| 2021 | $1,134,692 | $327,051 | $265,629 | $249,195 | 22 | — | $314,495 | $102,122 |
| 2020 | $1,073,270 | $44,708 | $159,957 | $149,250 | 16 | — | $32,421 | $94,448 |
Under IRS private-foundation payout rules, Susan V Bershad Charitable Fund Inc reported a distributable amount of $83K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the funder is provided. Its 2024 grants included support for arts and cultural organizations, health and medical organizations, community services, and other charitable organizations. For example, the Montclair Film Festival describes its mission as connecting global filmmakers with audiences through films and year-round programs; the Dermatology Foundation says it funds dermatology research to advance patient care and develop future leaders in the specialty. Human Needs Food Pantry says it provides food, clothing, household goods, and other services to people in Montclair and neighboring Essex County communities.
Grantmaking
In 2024, the funder gave 22 grants totaling $293,773. Grants ranged from $500 to $125,000, with a median of $5,000. The largest awards included $125,000 to Montclair Film Festival, $35,000 to Montclair Art Museum, $25,000 each to New York Stem Cell Foundation and Page 73 Productions, and $12,500 to Volunteer Lawyers for Justice. Other reported grants included $10,000 each to Jazz House Kids, the Metropolitan Museum of Art, and Montclair Community Pre-K; $7,500 to Montclair Foundation; and $5,000 each to the American Academy of Dermatology and the Dermatology Foundation.
The foundation stated on its 2023 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Susan V Bershad as president and treasurer, Bradley J Bershad as vice president, and Elizabeth J Bershad as secretary.
Susan V Bershad Charitable Fund Inc is led by Susan V. Bershad, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Susan V. Bershad
President & Treasurer
On filings since 2020
No compensation reported
Bradley J. Bershad
Vice President
On filings since 2020
No compensation reported
Elizabeth J. Bershad
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Susan V Bershad Charitable Fund Inc
How much does Susan V Bershad Charitable Fund Inc give each year?
Susan V Bershad Charitable Fund Inc gave $294K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $252K across 20 grants.
What is Susan V Bershad Charitable Fund Inc's typical grant size?
Susan V Bershad Charitable Fund Inc's median grant in 2024 was $5,000, and its average grant was $13,353, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Susan V Bershad Charitable Fund Inc that year got $8K on average.
Where does Susan V Bershad Charitable Fund Inc give grants?
Susan V Bershad Charitable Fund Inc gives mostly in New Jersey: 66% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (31%). The most frequent recipient cities were Montclair, NJ (6 grants), New York, NY (5 grants) and Montclair, NY (2 grants).
Does Susan V Bershad Charitable Fund Inc give general operating support?
Not in 2024: none of the 22 grants with a stated purpose on Susan V Bershad Charitable Fund Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further the Char. Purpose of the Recip Org" (22 grants).
Who are Susan V Bershad Charitable Fund Inc's largest grantees?
Susan V Bershad Charitable Fund Inc's largest 2024 grantees include Montclair Film Festival ($125,000), Montclair Art Museum ($35,000) and New York STEM Cell Foundation ($25,000), according to its 2024 IRS Form 990-PF. Together they received 63% of its itemized 2024 grant dollars.
How large is Susan V Bershad Charitable Fund Inc?
Susan V Bershad Charitable Fund Inc reported $691K in total assets on its 2024 IRS Form 990-PF. It paid out $294K in qualifying distributions that year, against a required minimum of $83K (roughly 5% of its investment assets).
What does Susan V Bershad Charitable Fund Inc fund?
No mission statement for the funder is provided. Its 2024 grants included support for arts and cultural organizations, health and medical organizations, community services, and other charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Susan V Bershad Charitable Fund Inc?
Susan V Bershad Charitable Fund Inc does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
What is Susan V Bershad Charitable Fund Inc's EIN?
Susan V Bershad Charitable Fund Inc's EIN (Employer Identification Number) is 36-4662468. IRS Form 990 filing data is available on this page for 2020–2024.
Does Susan V Bershad Charitable Fund 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 15, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 24, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Susan V Bershad Charitable Fund Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Susan V Bershad Charitable Fund Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in New Jersey
Community Foundation of New Jersey
Morristown, NJ
The Community Foundation of New Jersey supports a broad range of causes, including arts, education, health, human services, and the environment, through donor-directed and other charitable funds. Its 2024 itemized grants had a median of $19,759, with awards ranging widely; its current health grant opportunity serves Morris and Somerset counties. Eligible New Jersey nonprofits may apply to specific grant opportunities, subject to each opportunity’s guidelines.
Assets
$1.0B
Grants
1,321
Total Given
$93.8M
Coastal Community Foundation of South Carolina Inc
N Charleston, SC
Coastal Community Foundation of South Carolina supports nonprofits and community initiatives in education, health, human services, the environment, arts, social justice, and community development across nine coastal South Carolina counties. Its 2024 itemized grants ranged from $5,057 to $2.3 million, with a median of $16,500; competitive programs accept applications through its online portal.
Assets
$435.6M
Grants
459
Total Given
$26.0M
Investors Foundation Inc
Summit, NJ
Investors Foundation Inc funds community organizations working in arts, education, health and human services, youth, and affordable housing, primarily in New Jersey, New York City’s five boroughs, and Long Island. Its 2025 grants ranged from $500 to $60,000, with a median of $2,500. It accepts unsolicited requests through its online application, with deadlines of February 1, May 1, August 1, and November 1.
Assets
$13.4M
Grants
135
Total Given
$986K
Jewish Community Foundation of Greater Metrowest NJ
Whippany, NJ
The Jewish Community Foundation of Greater MetroWest NJ supports Jewish community life and other charitable causes, including education, social services, emergency aid, and community initiatives, locally, nationally, and internationally. Its 2025 grants had a median of $17,400, though amounts varied widely and most giving is recommended by fundholders. It offers applications for specific grant opportunities, but its general policy on unsolicited requests is not stated.
Assets
$648.3M
Grants
407
Total Given
$29.3M
Open Society Institute
New York, NY
The Open Society Institute funds organizations and individuals advancing democracy, human rights, equity, and justice, including work on civic engagement, independent media, and digital rights. Its 2024 grants had a median of $15,000, though awards ranged widely, and it supports work nationally and globally. Application processes vary by program; most grants go to groups approached directly, and the Latin America and Caribbean program rarely funds unsolicited proposals.
Assets
$5.4B
Grants
559
Total Given
$146.9M
The Robert Wood Johnson Foundation
Princeton, NJ
The Robert Wood Johnson Foundation funds efforts to improve health and health equity in the United States, including systems change addressing structural barriers to health. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000. It typically funds through targeted programs and partnerships; whether it accepts unsolicited requests is not stated.
Assets
$13.4B
Grants
3,093
Total Given
$622.6M
More similar funders
More Funders in New Jersey
Cite this profile
Grantable. (2026). Susan V Bershad Charitable Fund Inc funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/susan-v-bershad-charitable-fund-inc-morg_65b36e8c6fac4a03b0b5988fda355548
BibTeX
@misc{grantable_364662468_2026,
author = {{Grantable}},
title = {{Susan V Bershad Charitable Fund Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/susan-v-bershad-charitable-fund-inc-morg_65b36e8c6fac4a03b0b5988fda355548},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Susan V Bershad Charitable Fund Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Susan V Bershad Charitable Fund Inc down — hundreds of funders to go?