Nonprofit · EIN 36-4662468
SUSAN V BERSHAD CHARITABLE FUND INC
Tax-exempt · MONTCLAIR, NJ 07042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $207,971 | $302,524 | -$94,553 | $690,961 | $0 | $690,961 |
| November 30, 2023 | 990-PF | $80,540 | $263,826 | -$183,286 | $792,462 | $0 | $792,462 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $35,359
- Interest
- $5
- Net gain from sales of assets
- $172,607
Expenses
- Grants and similar amounts paid
- $293,773
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $293,773
- Excise tax on investment income
- $2,737
Balance sheet and other
- Total assets, start of year
- $792,462
- Total assets, end of year
- $690,961
- Total liabilities, end of year
- $0
- Net assets, end of year
- $690,961
- Fair market value of assets
- $1,819,974
- Qualifying distributions
- $293,773
- Net investment income
- $205,692
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN V BERSHAD 145 UNION STREET, MONTCLAIR, NJ 07042 | PRESIDENT & TREASURER | 0 | $0 |
| BRADLEY J BERSHAD 145 UNION STREET, MONTCLAIR, NJ 07042 | VICE PRESIDENT | 0 | $0 |
| ELIZABETH J BERSHAD 145 UNION STREET, MONTCLAIR, NY 07042 | SECRETARY | 0 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN V BERSHAD 28 SOUTH MOUNTAIN AVE, MONTCLAIR, NJ 07042 | PRESIDENT & TREASURER | 0 | $0 |
| BRADLEY J BERSHAD 28 SOUTH MOUNTAIN AVE, MONTCLAIR, NJ 07042 | VICE PRESIDENT | 0 | $0 |
| ELIZABETH J BERSHAD 28 SOUTH MOUNTAIN AVE, MONTCLAIR, NY 07042 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 145 UNION ST, MONTCLAIR, NJ 07042-2102
- In care of
- % SUSAN V BERSHAD
- Signed the 990-PF
- SUSAN BERSHAD, PRESIDENT
- Phone
- (973) 783-3330
- Return prepared by
- WEAVER AND TIDWELL LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4662468
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $690,961
- Income (IRS master file)
- $241,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $207,971 | $302,524 | $690,961 | XML |
| 990-PF | November 2023 | $80,540 | $263,826 | $792,462 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4662468).
Questions about SUSAN V BERSHAD CHARITABLE FUND INC
- What is the EIN of SUSAN V BERSHAD CHARITABLE FUND INC?
- The employer identification number (EIN) of SUSAN V BERSHAD CHARITABLE FUND INC is 36-4662468.
- Is SUSAN V BERSHAD CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SUSAN V BERSHAD CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUSAN V BERSHAD CHARITABLE FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUSAN V BERSHAD CHARITABLE FUND INC due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUSAN V BERSHAD CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of SUSAN V BERSHAD CHARITABLE FUND INC?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SUSAN V BERSHAD CHARITABLE FUND INC have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $207,971, expenses of $302,524 and total assets of $690,961 at year end.
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