The Julius H and Barbara B Beers
The Julius H and Barbara B Beers is a private foundation based in Traverse City, Michigan. Its 2025 filing reports 23 grants totaling $86,000, with recipients including charitable organizations in Michigan and Oregon.
Key facts about The Julius H and Barbara B Beers
In short: The Julius H and Barbara B Beers gave $86K across 23 grants in 2025 (avg $4K), mostly in Michigan. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 38-3417343
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $86,000
- Grants made (2025)
- 23
- Average grant
- $3,739
- Median grant
- $3,000
- New grantees (estimate)
- 0% first-time grantees (0 of 23, 2025; small sample)
- Total assets
- $1,475,758
- Primary geography
- Michigan (99% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
-1.1% YoY
Annual Giving
$86K
+10.3% YoY
Grant Count
23
+0.0% YoY
Avg Grant Size
$4K
+10.3% YoY
Under IRS private-foundation payout rules, The Julius H and Barbara B Beers reported a distributable amount of $97K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Julius H and Barbara B Beers open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 23 grantees (0%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s filing does not state a mission. Its 2025 grants went to organizations whose work includes health care, housing, human services, education, land conservation, animal welfare, and support for people impacted by domestic and sexual violence.
The Father Fred Foundation describes its mission as offering help, hope, and compassion to anyone with essential needs. The Grand Traverse Regional Land Conservancy says it protects significant natural, scenic, and farm lands and advances land stewardship. Inland Seas Education Association says it aims to inspire Great Lakes curiosity, stewardship, and passion in people of all ages. The Women’s Resource Center says it protects, shelters, and empowers people impacted by domestic and sexual violence. Cherryland Humane Society describes its work as providing a safe harbor for animals and advancing animal well-being. Habitat for Humanity Menominee River says it brings people together to build homes, communities, and hope. Northwest Michigan Supportive Housing says it provides housing and case management for homeless and mentally ill people in the community.
Grantmaking
In filing year 2025, the foundation made 23 grants totaling $86,000. Grant amounts ranged from $1,000 to $10,000, with a median of $3,000.
The largest reported grant was $10,000 to Munson Healthcare Foundation. Other notable grants included $6,000 to Goodwill Inn; $5,000 each to Cherryland Humane Society, Father Fred Foundation, Grand Traverse Regional Land Conservancy, Habitat for Humanity, Inland Seas Education Association, Northwestern Michigan College, Traverse Health Clinic, and Women’s Resource Center; and $3,000 each to Grand Traverse Regional Community Foundation and Northwest Michigan Supportive Housing.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Julius H and Barbara B Beers?
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 99% of grant dollars went to recipients in Michigan and 1% to recipients in Oregon.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $78K (2024) to $92K (2022). In 2025 it made 23 grants totaling $86K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Munson Healthcare Foundation ($10K). Together the top 10 received $56K.
Grant Size Distribution
117 grants across all recorded years
The most common grant size was under $50K: 117 grants of 117 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Munson Healthcare Foundation Traverse City, MI | General | $10,000 |
| Goodwill Inn Traverse City, MI | General | $6,000 |
| Cherryland Humane Society Traverse City, MI | General | $5,000 |
| Father Fred Foundation Traverse City, MI | General | $5,000 |
| Grand Traverse Regional Land Conservancy Traverse City, MI | General | $5,000 |
| Habitat for Humanity Traverse City, MI | General | $5,000 |
| Inland Seas Education Association Suttons Bay, MI | General | $5,000 |
| Northwestern Michigan College Traverse City, MI | General | $5,000 |
| Traverse Health Clinic Traverse City, MI | General | $5,000 |
| Women's Resource Center Traverse City, MI | General | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,475,758 | $92,579 | $108,512 | $86,000 |
| 2024 | $1,491,691 | $101,955 | $99,604 | $78,000 |
| 2023 | $1,489,340 | $84,561 | $104,324 | $84,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,475,758 | $1,491,691 | $1,489,340 |
| Revenue | $92,579 | $101,955 | $84,561 |
| Expenses | $108,512 | $99,604 | $104,324 |
| Qualifying Distributions | $92,321 | $84,069 | $89,728 |
| Net Investment Income | $76,388 | $86,420 | $69,965 |
| Distributable Amount | $96,527 | $92,009 | $84,477 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Richard Beers as president and director, Bruce Beers as secretary and director, and Elizabeth Beers and Nancy Mantyband as directors.
The Julius H and Barbara B Beers is led by Richard Beers, President & Director on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard Beers
President & Director
On filings since 2020
No compensation reported
Bruce Beers
Secretary & Director
On filings since 2020
No compensation reported
Elizabeth Beers
Director
On filings since 2020
No compensation reported
Nancy Mantyband
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: Co 102 W Front Street, Traverse City, MI 49684
Phone: (231) 995-4585
Frequently asked questions about The Julius H and Barbara B Beers
How much does The Julius H and Barbara B Beers give each year?
The Julius H and Barbara B Beers gave $86K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $78K across 23 grants.
What is The Julius H and Barbara B Beers's typical grant size?
The Julius H and Barbara B Beers's median grant in 2025 was $3,000, and its average grant was $3,739, across 23 grants on its 2025 IRS Form 990-PF.
Where does The Julius H and Barbara B Beers give grants?
The Julius H and Barbara B Beers gives mostly in Michigan: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Traverse City, MI (20 grants).
Does The Julius H and Barbara B Beers give general operating support?
Yes: 100% of The Julius H and Barbara B Beers's 2025 grants with a stated purpose (23 of 23) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Julius H and Barbara B Beers's largest grantees?
The Julius H and Barbara B Beers's largest 2025 grantees include Munson Healthcare Foundation ($10,000), Goodwill Inn ($6,000) and Cherryland Humane Society ($5,000), according to its 2025 IRS Form 990-PF. Together they received 24% of its itemized 2025 grant dollars.
How large is The Julius H and Barbara B Beers?
The Julius H and Barbara B Beers reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $92K in qualifying distributions that year, against a required minimum of $97K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Julius H and Barbara B Beers fund?
The foundation’s filing does not state a mission. Its 2025 grants went to organizations whose work includes health care, housing, human services, education, land conservation, animal welfare, and support for people impacted by domestic and sexual violence. See mission & focus areas ↑
How do I apply for a grant from The Julius H and Barbara B Beers?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Julius H and Barbara B Beers's EIN?
The Julius H and Barbara B Beers's EIN (Employer Identification Number) is 38-3417343. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Julius H and Barbara B Beers accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching The Julius H and Barbara B Beers by hand.
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