The Bershad Foundation Ii Inc

PALM BEACH GARDENS, FL EIN: 26-4177599

The Bershad Foundation Ii Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $100K in total assets. In 2024, it awarded 8 grants totaling $8K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$100K

+7.0% YoY

Annual Giving

$8K

-49.2% YoY

Grant Count

8

-50.0% YoY

Avg Grant Size

$1K

+1.6% YoY

Under IRS private-foundation payout rules, The Bershad Foundation Ii Inc reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About The Bershad Foundation Ii Inc

Based on IRS filings

The Bershad Foundation Ii Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $100K in total assets. In 2024, it awarded 8 grants totaling $8K. Net investment income was $14K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AustinBrooklynGreenwichHagerstownHoustonJupiterMemphisMount KiscoNew YorkPalm BeachPalm Beach GardensParamusPembroke ParkRyeSunriseWest OrangeWest Palm BeachWoodbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$14K$19K20202021202220232024
Metric202420232022
Total Assets$99,912$93,356$103,978
Revenue$15,443$6,635$-1,837
Expenses$9,900$17,565$10,734
Qualifying Distributions$8,050$15,850$8,905
Net Investment Income$13,593$4,920$3,453
Distributable Amount$7,461$6,693$6,801

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K8 grants20209 grants202111 grants202216 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

JUPITER MEDICAL CENTER$3KPLAY FOR PINK$2KST JUDE RESEARCH HOSPITAL$2KFRENCHMANS CREEK CHARITI…$1KMALTZ JUPITER THEATER$300INSIGHT THROUGH EDUCATION$200PARTNERS IN HEARING$200AMERICAN FRIENDS OF CHABAD$100

Grant Size Distribution

52 grants across all recorded years

52<$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 Jupiter Medical Center ($2,500), Play for Pink ($2,000), St Jude Research Hospital ($1,700).

RecipientPurposeAmount
AMERICAN FRIENDS OF CHABAD HOUSTON, TXSEE STATEMENT 6 INCLUDED$100
FRENCHMANS CREEK CHARITIES FOUNDATION PALM BEACH GARDENS, FLSEE STATEMENT 6 INCLUDED$1,050
INSIGHT THROUGH EDUCATION PALM BEACH GARDENS, FLSEE STATEMENT 6 INCLUDED$200
JUPITER MEDICAL CENTER JUPITER, FLSEE STATEMENT 6 INCLUDED$2,500
MALTZ JUPITER THEATER JUPITER, FLSEE STATEMENT 6 INCLUDED$300
PARTNERS IN HEARING MOUNT KISCO, NYSEE STATEMENT 6 INCLUDED$200
PLAY FOR PINK NEW YORK, NYSEE STATEMENT 6 INCLUDED$2,000
ST JUDE RESEARCH HOSPITAL MEMPHIS, TNSEE STATEMENT 6 INCLUDED$1,700

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CAROL A ABRAMSPRES1
HAYLEY F GOLDTREAS1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Bershad Foundation Ii Inc?

The Bershad Foundation Ii Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. It holds $100K in total assets as of 2024.

How large is The Bershad Foundation Ii Inc?

As of 2024, The Bershad Foundation Ii Inc holds $100K in total assets with $15K in annual revenue. It awarded 8 grants totaling $8K in 2024.

Where does The Bershad Foundation Ii Inc operate?

The Bershad Foundation Ii Inc has awarded grants in Connecticut, Florida, Maryland, New Jersey, New York, Tennessee, Texas.

What size grants does The Bershad Foundation Ii Inc award?

In 2024, The Bershad Foundation Ii Inc awarded 8 grants totaling $8K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is The Bershad Foundation Ii Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bershad Foundation Ii Inc reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Bershad Foundation Ii Inc's EIN?

The Bershad Foundation Ii Inc's EIN (Employer Identification Number) is 26-4177599. 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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