Private Foundation

JAMES AND SUSAN BERE FAMILY FOUNDATION

JAMES AND SUSAN BERE FAMILY FOUNDATION is a Private Foundation headquartered in NAPLES, FL. Financial data from the 2024 filing: $29K revenue, $164K expenses, $359K total assets. IRS filings disclose 73 grants awarded by this foundation, totaling roughly $2.3M.

EIN: 363272779 NAPLES, FL Latest filing: 2024

Total Revenue$29K

Total Expenses$164K

Total Assets$359K

Grants Given73

Grant Total$2.3M

Filing Years2020–2024

Sample Grants Given

THE THEDACARE FAMILY OF FOUNDATIONS

APPLETON, WI · 2024

GENERAL SUPPORT

$92,000

CHRISTIAN LIFE MINISTRIES

FLOWER MOUND, TX · 2024

GENERAL SUPPORT

$50,000

NAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP FUND

NAPLES, FL · 2021

GENERAL SUPPORT

$500

WORLD VISION INC

FEDERAL WAY, WA · 2020

GENERAL SUPPORT

$350,000

YOUNG LIFE

COLORADO SPRINGS, CO · 2020

GENERAL SUPPORT

$100,000

Showing up to 5 of 73 total records — full history available with membership.

Officers & Directors

DIRECTOR Allison S Kneupfer

DIRECTOR James F Bere' Iii

DIRECTOR/PRESIDENT James F Bere' Jr

DIRECTOR John S Bere'

DIRECTOR/VP/TREAS/SECRETARY Susan Bere'

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$754,114 3 grants

GENERAL SUPPORT

$692,500 6 grants

RELIGIOUS

$231,000 3 grants

YOUTH MINISTRY

$213,000 2 grants

SOCIAL SERVICES

$197,815 27 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$29K	$164K	$359K
2023	$22K	$3K	$494K
2022	$18K	$19K	$475K
2021	$22K	$27K	$476K
2020	$171K	$554K	$482K

Between 2020 and 2024, reported annual revenue declined from $171K to $29K (-83%), with total assets most recently reported at $359K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, DC, FL, IA, IL, and 4 other states.

CACODCFLIAILINKYMIMN

Full geographic grant map with state-by-state breakdown available with membership.

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