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
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.
Ready to take the next step with James and Susan Bere Family Foundation?
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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