James and Susan Bere Family Foundation
James and Susan Bere Family Foundation is a private foundation, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 2 grants totaling $142K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$359K
-27.3% YoY
Annual Giving
$142K
Grant Count
2
Avg Grant Size
$71K
Under IRS private-foundation payout rules, James and Susan Bere Family Foundation reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
About James and Susan Bere Family Foundation
Based on IRS filings
James and Susan Bere Family Foundation is a private foundation, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 2 grants totaling $142K. Net investment income was $17K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $359,188 | $494,353 | $475,284 |
| Revenue | $28,635 | $22,372 | $17,661 |
| Expenses | $164,120 | $3,145 | $18,842 |
| Qualifying Distributions | $152,057 | $650 | $5,411 |
| Net Investment Income | $16,860 | $19,964 | $9,890 |
| Distributable Amount | $27,178 | $24,862 | $24,634 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Thedacare Family of Foundations ($92,000), Christian Life Ministries ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRISTIAN LIFE MINISTRIES FLOWER MOUND, TX | GENERAL SUPPORT | $50,000 |
| THE THEDACARE FAMILY OF FOUNDATIONS APPLETON, WI | GENERAL SUPPORT | $92,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES F BERE' JR | DIRECTOR/PRESIDENT | 1 | — |
| SUSAN BERE' | DIRECTOR/VP/TREAS/SECRETARY | 1 | — |
| ALLISON S KNEUPFER | DIRECTOR | 1 | — |
| JAMES F BERE' III | DIRECTOR | 1 | — |
| JOHN S BERE' | DIRECTOR | 1 | — |
Frequently Asked Questions
How large is James and Susan Bere Family Foundation?
As of 2024, James and Susan Bere Family Foundation holds $359K in total assets with $29K in annual revenue. It awarded 2 grants totaling $142K in 2024.
Where does James and Susan Bere Family Foundation operate?
James and Susan Bere Family Foundation has awarded grants in Colorado, Florida, Illinois, Texas, Washington, Wisconsin.
What size grants does James and Susan Bere Family Foundation award?
In 2024, James and Susan Bere Family Foundation awarded 2 grants totaling $142K — an average of about $71K per grant, based on its IRS Form 990 filings.
How much is James and Susan Bere Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James and Susan Bere Family Foundation reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James and Susan Bere Family Foundation's EIN?
James and Susan Bere Family Foundation's EIN (Employer Identification Number) is 36-3272779. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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