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.
James and Susan Bere Family Foundation at a glance
In short: James and Susan Bere Family Foundation gave $142K across 2 grants in 2024 (avg $71K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $142,000
- Grants made (2024)
- 2
- Average grant
- $71,000
- Median grant
- $71,000
- Total assets
- $359,188
- -27.3% vs 2023
- Primary geography
- Wisconsin (65% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who James and Susan Bere Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was The Thedacare Family of Foundations ($92K). Together the top 2 received $142K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 6 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How James and Susan Bere Family Foundation gives
- Giving grew 28300% from 2021 to 2024. Method
- In 2024 it paid out 559% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $500 (2021) to $550K (2020). In 2024 it made 2 grants totaling $142K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Thedacare Family of Foundations Appleton, WI | General Support | $92,000 |
| Christian Life Ministries Flower Mound, TX | General Support | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $359,188 | $28,635 | $164,120 | $142,000 | 2 | $152,057 | $16,860 | $27,178 |
| 2023 | $494,353 | $22,372 | $3,145 | — | — | $650 | $19,964 | $24,862 |
| 2022 | $475,284 | $17,661 | $18,842 | — | — | $5,411 | $9,890 | $24,634 |
| 2021 | $476,465 | $21,576 | $27,283 | $500 | 1 | $11,283 | $9,681 | $27,424 |
| 2020 | $482,368 | $171,077 | $554,156 | $550,000 | 3 | — | $87,663 | $38,276 |
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.
Leadership & Key People
Officers and directors from IRS filings
James and Susan Bere Family Foundation is led by James F. Bere' Jr., Director & President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
James F. Bere' Jr.
Director & President
On filings since 2020
1 hr/week
No compensation reported
Allison S. Kneupfer
Director
On filings since 2020
1 hr/week
No compensation reported
James F. Bere' III
Director
On filings since 2020
1 hr/week
No compensation reported
John S. Bere'
Director
On filings since 2020
1 hr/week
No compensation reported
Susan Bere'
Director, Vice President, Treasurer & Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about James and Susan Bere Family Foundation
How much does James and Susan Bere Family Foundation give each year?
James and Susan Bere Family Foundation gave $142K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.
How large is James and Susan Bere Family Foundation?
James and Susan Bere Family Foundation reported $359K in total assets on its 2024 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). James and Susan Bere Family Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/james-and-susan-bere-family-foundation-morg_dda01a1c73e243c9960223b14a868f91
BibTeX
@misc{grantable_363272779_2026,
author = {{Grantable}},
title = {{James and Susan Bere Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-and-susan-bere-family-foundation-morg_dda01a1c73e243c9960223b14a868f91},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from James and Susan Bere Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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