David Bershad Family Foundation Inc

West Orange, NJ
Tax-exempt since April 2011
EIN: 80-0315868

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$81.2k (2023)

Expenses

$376k (2023)

Total Assets

$475k (2023)

Total Liabilities

$239k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$81,228

Expenses

$376,490

Net Income

-$295,262

Net Assets

$236,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$887	1.1%
Dividends	$5,105	6.3%
Sales of Assets	$44,848	55.2%
Other Income	$30,388	37.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,135	99.6%
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	$475,280
Total Liabilities	$239,196
Net Assets	$236,084

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on Oct. 15, 2024

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.
2022

Revenue

$410,796

Expenses

$667,024

Net Income

-$256,228

Net Assets

$531,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$328	0.1%
Dividends	$18,308	4.5%
Sales of Assets	$369,680	90.0%
Other Income	$22,480	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$666,241	99.9%
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	$652,015
Total Liabilities	$120,669
Net Assets	$531,346

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on July 10, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2021

Revenue

$143,891

Expenses

$442,690

Net Income

-$298,799

Net Assets

$787,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$176	0.1%
Dividends	$11,228	7.8%
Sales of Assets	$125,999	87.6%
Other Income	$6,488	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$441,530	99.7%
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	$877,579
Total Liabilities	$90,005
Net Assets	$787,574

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on Oct. 11, 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

$91,100

Expenses

$526,041

Net Income

-$434,941

Net Assets

$1,092,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$260	0.3%
Dividends	$20,144	22.1%
Sales of Assets	$66,563	73.1%
Other Income	$4,133	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$524,328	99.7%
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	$1,340,763
Total Liabilities	$248,408
Net Assets	$1,092,355

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on Aug. 26, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$388,271

Expenses

$355,119

Net Income

$33,152

Net Assets

$1,527,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,477	0.4%
Dividends	$61,140	15.7%
Sales of Assets	$95,243	24.5%
Other Income	$230,411	59.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,141	99.7%
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	$1,733,201
Total Liabilities	$205,905
Net Assets	$1,527,296

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on July 7, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$459,955

Expenses

$442,679

Net Income

$17,276

Net Assets

$1,494,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,082	0.5%
Dividends	$17,451	3.8%
Sales of Assets	$298,561	64.9%
Other Income	$141,861	30.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$426,083	96.3%
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	$1,935,052
Total Liabilities	$440,908
Net Assets	$1,494,144

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on Oct. 15, 2019

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.
2017

Revenue

$310,630

Expenses

$432,703

Net Income

-$122,073

Net Assets

$1,476,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,260	0.4%
Dividends	$10,357	3.3%
Sales of Assets	$140,692	45.3%
Other Income	$158,321	51.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$427,553	98.8%
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	$1,697,074
Total Liabilities	$220,206
Net Assets	$1,476,868

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on Aug. 2, 2018

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.
2016

Revenue

$360,813

Expenses

$479,830

Net Income

-$119,017

Net Assets

$1,598,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$822	0.2%
Dividends	$13,577	3.8%
Sales of Assets	$176,771	49.0%
Other Income	$169,643	47.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$474,710	98.9%
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	$1,771,944
Total Liabilities	$173,003
Net Assets	$1,598,941

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on Oct. 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$271,432

Expenses

$399,346

Net Income

-$127,914

Net Assets

$1,714,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,464	0.9%
Dividends	$29,004	10.7%
Sales of Assets	$81,155	29.9%
Other Income	$158,809	58.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$394,582	98.8%
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	$1,881,143
Total Liabilities	$166,833
Net Assets	$1,714,310

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on April 9, 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

$258,132

Expenses

$381,106

Net Income

-$122,974

Net Assets

$1,843,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,488	1.0%
Dividends	$38,536	14.9%
Sales of Assets	$46,503	18.0%
Other Income	$170,605	66.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$370,480	97.2%
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	$2,011,830
Total Liabilities	$168,473
Net Assets	$1,843,357

Compensation

Key Employees and Officers	Compensation	Other
David J Bershad (President)	$0	$0
Jeffrey Bershad (Officer)	$0	$0
William Bershad (Officer)	$0	$0

990-PF

Filed on April 2, 2015

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.
2013

Revenue

$240,995

Expenses

$340,858

Net Income

-$99,863

Net Assets

$1,968,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,859	1.2%
Dividends	$38,315	15.9%
Sales of Assets	$39,538	16.4%
Other Income	$160,283	66.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,107	98.0%
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	$2,137,612
Total Liabilities	$168,758
Net Assets	$1,968,854

990-PF

Filed on July 21, 2014

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

View Filing

Schedules ▼

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Fiscal Year Ending Nov.
2012

Revenue

$226,785

Expenses

$189,203

Net Income

$37,582

Net Assets

$2,069,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,822	0.8%
Dividends	$33,597	14.8%
Sales of Assets	$48,152	21.2%
Other Income	$143,214	63.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,459	99.1%
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	$2,233,624
Total Liabilities	$164,378
Net Assets	$2,069,246

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$263,146

Expenses

$187,742

Net Income

$75,404

Net Assets

$2,019,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,872	0.7%
Dividends	$30,822	11.7%
Sales of Assets	$83,921	31.9%
Other Income	$146,531	55.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,185	98.1%
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	$2,185,738
Total Liabilities	$166,258
Net Assets	$2,019,480

990-PF

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

PDF

Fiscal Year Ending Nov.
2010

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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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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David Bershad Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $81.2k (2023)

Expenses $376k (2023)

Total Assets $475k (2023)

Total Liabilities $239k (2023)

Tax Filings by Year

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

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Revenue

$81.2k (2023)

Expenses

$376k (2023)

Total Assets

$475k (2023)

Total Liabilities

$239k (2023)

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