Susan V Bershad Charitable Fund Inc

Montclair, NJ
Tax-exempt since April 2011
EIN: 36-4662468

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$208k (2024)

Expenses

$303k (2024)

Total Assets

$691k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$207,971

Expenses

$302,524

Net Income

-$94,553

Net Assets

$690,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$35,359	17.0%
Sales of Assets	$172,607	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,773	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$690,961
Total Liabilities	$0
Net Assets	$690,961

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Nov. 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$80,540

Expenses

$263,826

Net Income

-$183,286

Net Assets

$792,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,195	1.5%
Dividends	$22,097	27.4%
Sales of Assets	$57,248	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,200	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$792,462
Total Liabilities	$0
Net Assets	$792,462

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Oct. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$134,173

Expenses

$292,555

Net Income

-$158,382

Net Assets

$976,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,615	2.7%
Dividends	$33,108	24.7%
Sales of Assets	$97,450	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,028	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$976,310
Total Liabilities	$0
Net Assets	$976,310

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Sept. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$327,051

Expenses

$265,629

Net Income

$61,422

Net Assets

$1,134,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,845	1.8%
Dividends	$31,529	9.6%
Sales of Assets	$289,677	88.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,563	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,134,692
Total Liabilities	$0
Net Assets	$1,134,692

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Oct. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$44,708

Expenses

$159,957

Net Income

-$115,249

Net Assets

$1,073,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,655	19.4%
Dividends	$29,808	66.7%
Sales of Assets	$6,245	14.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,642	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,073,270
Total Liabilities	$0
Net Assets	$1,073,270

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Feb. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$195,582

Expenses

$298,094

Net Income

-$102,512

Net Assets

$1,188,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,081	3.1%
Dividends	$29,396	15.0%
Sales of Assets	$160,105	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,791	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,188,519
Total Liabilities	$1
Net Assets	$1,188,518

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on July 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2018

Revenue

$106,364

Expenses

$316,772

Net Income

-$210,408

Net Assets

$1,291,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,342	3.1%
Dividends	$37,207	35.0%
Sales of Assets	$65,815	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$309,712	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,291,031
Total Liabilities	$0
Net Assets	$1,291,031

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Oct. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$119,118

Expenses

$333,328

Net Income

-$214,210

Net Assets

$1,501,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,158	2.7%
Dividends	$42,078	35.3%
Sales of Assets	$73,882	62.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,840	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,501,439
Total Liabilities	$0
Net Assets	$1,501,439

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Oct. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$124,079

Expenses

$320,011

Net Income

-$195,932

Net Assets

$1,715,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,489	2.0%
Dividends	$46,680	37.6%
Sales of Assets	$74,910	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$310,885	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,715,649
Total Liabilities	$0
Net Assets	$1,715,649

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Oct. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$138,734

Expenses

$270,746

Net Income

-$132,012

Net Assets

$1,911,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,523	1.1%
Dividends	$49,297	35.5%
Sales of Assets	$87,914	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,288	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,911,581
Total Liabilities	$0
Net Assets	$1,911,581

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Oct. 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Nov.
2014

Revenue

$194,050

Expenses

$326,311

Net Income

-$132,261

Net Assets

$2,043,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,619	0.8%
Dividends	$50,707	26.1%
Sales of Assets	$141,724	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,682	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,043,593
Total Liabilities	$0
Net Assets	$2,043,593

Compensation

Key Employees and Officers	Compensation	Other
Susan V Bershad (President & Treasurer)	$0	$0
Bradley J Bershad (Vice President)	$0	$0
Elizabeth J Bershad (Secretary)	$0	$0

990-PF

Filed on Oct. 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$87,216

Expenses

$344,533

Net Income

-$257,317

Net Assets

$2,175,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$533	0.6%
Dividends	$56,357	64.6%
Sales of Assets	$28,638	32.8%
Other Income	$1,688	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$308,897	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,175,854
Total Liabilities	$1
Net Assets	$2,175,853

990-PF

Filed on Oct. 30, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$122,496

Expenses

$314,497

Net Income

-$192,001

Net Assets

$2,433,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$63,845	52.1%
Sales of Assets	$58,638	47.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$299,879	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,433,171
Total Liabilities	$1
Net Assets	$2,433,170

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$121,596

Expenses

$205,349

Net Income

-$83,753

Net Assets

$2,625,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,680	3.8%
Dividends	$55,537	45.7%
Sales of Assets	$38,514	31.7%
Other Income	$22,865	18.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,242	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,625,172
Total Liabilities	$1
Net Assets	$2,625,171

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

Revenue

$642,177

Expenses

$233,668

Net Income

$408,509

Net Assets

$2,732,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,590	2.3%
Dividends	$63,041	9.8%
Sales of Assets	$354,545	55.2%
Other Income	$210,001	32.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,357	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,732,614
Total Liabilities	$0
Net Assets	$2,732,614

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Susan V Bershad Charitable Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $208k (2024)

Expenses $303k (2024)

Total Assets $691k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$208k (2024)

Expenses

$303k (2024)

Total Assets

$691k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Dec.
2009