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New York · Private foundation

Bershad Family Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$39k
Granted FY2024(still arriving)
12
Grants FY2024
14
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$1,000
Largest grant, FY2024
$20,000
Organizations funded a year
14 to 27
FY2017 to FY2023
States reached, FY2024
4
Total assets, FY2024
$807k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Bershad Family Foundation Inc funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
HealthEducationPhilanthropyAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving12$39k8%
FY202314$40k0%
FY202216$49k6%
FY202126$52k19%
FY202024$54k8%
FY201925$58k36%
FY201827$58k37%
FY201725$49kn/a
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$138kPhilanthropy$102kYouth Development$31kFood & Nutrition$24kHealth$16kInternational$16kCommunity Improvement$16kRecreation & Sports$11kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
IL
MI
NY
MA
PA
NJ
NC
DC
AL
GA

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 32 grantees

What it could do for these grantees

Plus 21 recipients with no EIN on record ($60k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Bershad Family Foundation Inc supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCornell University: $87,750 over 8y, 0.0% of budgetSocial Venture Partners: $35,000 over 7y, 0.9% of budgetUnited Jewish Charities of Greater Charlotte Inc: $35,000 over 7y, 0.2% of budgetCharlotte Latin Schools: $30,250 over 6y, 0.0% of budgetComprehensive Youth Development Inc: $30,000 over 8y, 0.2% of budgetCitymeals-On-Wheels: $22,000 over 8y, 0.0% of budgetPennpac Inc: $15,500 over 6y, 5.9% of budgetHias Inc: $15,500 over 8y, 0.0% of budgetFather Purcell Memorial Exceptional Children's Center Inc: $10,500 over 6y, 0.1% of budgetNorthwestern University: $10,250 over 5y, 0.0% of budgetVolunteer Lawyers for Justice In: $9,500 over 7y, 0.1% of budgetSpay Neuter Charlotte: $6,000 over 6y, 0.0% of budgetUnited Jewish Appeal-Federation of Jewish Philanthropies of New York Inc: $5,000 over 1y, 0.0% of budgetThe Town School Inc: $4,000 over 8y, 0.0% of budgetRobin Hood Foundation: $3,500 over 2y, 0.0% of budgetCharlotte Mecklenburg Library Foundation: $3,500 over 7y, 0.0% of budgetPut on the Brakes Inc: $1,500 over 2y, 0.1% of budgetCity Harvest Inc: $1,500 over 1y, 0.0% of budgetThe Go Project Inc: $1,500 over 3y, 0.0% of budgetEast Harlem Tutorial Program Inc: $1,000 over 1y, 0.0% of budgetThe Foundation of Shalom Park: $900 over 5y, 0.0% of budgetCornell Hillel: $500 over 2y, 0.0% of budgetThe Young Men's and Young Women's Hebrew Association: $500 over 1y, 0.0% of budgetNational Brain Tumor Society Inc: $250 over 1y, 0.0% of budgetBlood Cancer United Inc: $250 over 1y, 0.0% of budgetAtrium Health Foundation: $250 over 1y, 0.0% of budgetPromise686 Inc: $250 over 1y, 0.0% of budgetCharlotte Bilingual Learning Center: $250 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 28.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Foundation for the CarolinasNC17.9× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Foundation for the Carolinas · The Marc & Mattye Silverman Family Foundation · Pwc Foundation Inc · Jewish Communal Fund · The Goldman Sachs Charitable Gift Fund · Duke Energy Foundation · Foundation for the Charlotte Jewish Community · The Leon Levine Foundation · The Bank of America Charitable Foundation Inc · Albemarle Foundation · National Philanthropic Trust · The Ayco Charitable Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Bershad Family Foundation Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Bershad Family Foundation Inc?

Find your warmest path to Bershad Family Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Bershad Family Foundation Inc

How much does Bershad Family Foundation Inc give?
Bershad Family Foundation Inc reported 12 grants totaling $39,000 in its FY2024 IRS filing. It funded between 14 and 27 organizations a year over FY2017 to FY2023.
What does Bershad Family Foundation Inc fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (34%), Philanthropy (25%), Youth Development (8%).
Who are Bershad Family Foundation Inc's largest grantees?
By total granted over FY2017 to FY2024: Cornell University ($88k), Social Venture Partners ($35k), United Jewish Charities of Greater Charlotte Inc ($35k).
Does Bershad Family Foundation Inc fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Bershad Family Foundation Inc accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Bershad Family Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Foundation for the Carolinas, The Marc & Mattye Silverman Family Foundation, Pwc Foundation Inc.
Where is Bershad Family Foundation Inc based?
Bershad Family Foundation Inc is based in NY.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 54 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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