The Bershad Foundation II Inc

Foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $110K in total assets. In 2025, it awarded 7 grants totaling $8K. Net investment income was $17K.

Key facts about The Bershad Foundation II Inc

In short: The Bershad Foundation II Inc gave $8K across 7 grants in 2025 (avg $1K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
26-4177599
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$8,000
Grants made (2025)
7
Average grant
$1,143
Median grant
$1,500
Total assets
$109,727
Primary geography
Florida (61% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$110K

+9.8% YoY

Annual Giving

$8K

-0.6% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$1K

+13.6% YoY

Under IRS private-foundation payout rules, The Bershad Foundation II Inc reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

How The Bershad Foundation II Inc gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 7 itemized 2025 grant dollars.

Cities

Palm Beach GardensWest Palm BeachJupiterMount KiscoNew YorkRyeWest OrangeMemphisAustinBrooklynGreenwichHagerstownHoustonPalm BeachParamusPembroke ParkSunriseWoodbury

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K6 grants20198 grants20209 grants202111 grants202216 grants20238 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Jupiter Medical Center: $3KJupiter Medical Center$3KFrenchmans Creek Charities Foundation: $2KFrenchmans Creek CharitiesFoundation$2KPlay for Pink: $2KPlay for Pink$2KSt Jude Research Hospital: $2KSt Jude Research Hospital$2KPlanned Parenthood: $300Planned Parenthood$300Mental Health America of the Palm Beaches: $200Mental Health America of thePalm Beaches$200Daughters of Israel: $100Daughters of Israel$100

Grant Size Distribution

51 grants across all recorded years

51<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
JUPITER MEDICAL CENTER Jupiter, FLSEE STATEMENT 6 INCLUDED$2,500
FRENCHMANS CREEK CHARITIES FOUNDATION Palm Beach Gardens, FLSEE STATEMENT 6 INCLUDED$1,900
PLAY FOR PINK New York, NYSEE STATEMENT 6 INCLUDED$1,500
ST JUDE RESEARCH HOSPITAL Memphis, TNSEE STATEMENT 6 INCLUDED$1,500
PLANNED PARENTHOOD West Palm Beach, FLSEE STATEMENT 6 INCLUDED$300
MENTAL HEALTH AMERICA OF THE PALM BEACHES West Palm Beach, FLSEE STATEMENT 6 INCLUDED$200
DAUGHTERS OF ISRAEL West Orange, NJSEE STATEMENT 6 INCLUDED$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2019202020212022202320242025
Metric202520242023
Total Assets$109,727$99,912$93,356
Revenue$18,625$15,443$6,635
Expenses$9,861$9,900$17,565
Qualifying Distributions$8,000$8,050$15,850
Net Investment Income$16,764$13,593$4,920
Distributable Amount$7,673$7,461$6,693

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 8, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
  8. Added Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
  9. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 8, 2021)
  10. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  11. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  12. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)

Leadership & Key People

Officers and directors from IRS filings

The Bershad Foundation II Inc is led by Carol A. Abrams, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carol A. Abrams

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Hayley F. Gold

    Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 The Bershad Foundation II Inc

How much does The Bershad Foundation II Inc give each year?

The Bershad Foundation II Inc gave $8K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 8 grants.

What is The Bershad Foundation II Inc's typical grant size?

The Bershad Foundation II Inc's median grant in 2025 was $1,500, and its average grant was $1,143, across 7 grants on its 2025 IRS Form 990-PF.

Where does The Bershad Foundation II Inc give grants?

The Bershad Foundation II Inc gives mostly in Florida: 61% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (19%) and Tennessee (19%). The most frequent recipient cities were West Palm Beach, FL (2 grants).

Does The Bershad Foundation II Inc give general operating support?

Not in 2025: none of the 7 grants with a stated purpose on The Bershad Foundation II Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "See Statement 6 Included" (7 grants).

Who are The Bershad Foundation II Inc's largest grantees?

The Bershad Foundation II Inc's largest 2025 grantees include Jupiter Medical Center ($2,500), Frenchmans Creek Charities Foundation ($1,900) and Play for Pink ($1,500), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.

How large is The Bershad Foundation II Inc?

The Bershad Foundation II Inc reported $110K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

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 $110K in total assets as of 2025.

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 2019–2025.

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

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