Susan And Gerald Bereika Family Foundation

Rhinebeck, NY
Tax-exempt since Jan. 2011
EIN: 27-1551662

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are not tax deductible.

Revenue

$196k (2024)

Expenses

$125k (2024)

Total Assets

$2.39M (2024)

Total Liabilities

$13.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$196,071

Expenses

$125,405

Net Income

$70,666

Net Assets

$2,373,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,703	25.9%
Sales of Assets	$145,368	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,150	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,386,481
Total Liabilities	$13,357
Net Assets	$2,373,124

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on July 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$79,113

Expenses

$102,479

Net Income

-$23,366

Net Assets

$2,140,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,032	30.4%
Sales of Assets	$55,081	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,555	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,154,267
Total Liabilities	$13,357
Net Assets	$2,140,910

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on July 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$62,251

Expenses

$92,041

Net Income

-$154,292

Net Assets

$1,859,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,743
Sales of Assets	-$83,994
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,950	76.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,872,549
Total Liabilities	$13,357
Net Assets	$1,859,192

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on May 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$220,699

Expenses

$141,922

Net Income

$78,777

Net Assets

$2,568,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,011	17.7%
Sales of Assets	$181,688	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,491	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,582,355
Total Liabilities	$13,357
Net Assets	$2,568,998

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on Aug. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

-$10,705

Expenses

$96,905

Net Income

-$107,610

Net Assets

$2,349,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,848
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,150	67.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,354,413
Total Liabilities	$5,366
Net Assets	$2,349,047

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on July 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$2,038,717

Expenses

$22,811

Net Income

$2,015,906

Net Assets

$2,061,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,123,356	55.1%
Interest Revenue	$0
Dividends	$25,622	1.3%
Sales of Assets	$889,739	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,375	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,066,466
Total Liabilities	$5,366
Net Assets	$2,061,100

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Di)	$0	$0
Gerald Bereika (Dir/Sec/Trea)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$70,932

Expenses

$61,928

Net Income

$9,004

Net Assets

$765,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,038	38.1%
Sales of Assets	$43,894	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,404	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$770,470
Total Liabilities	$5,366
Net Assets	$765,104

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Di)	$0	$0
Gerald Bereika (Dir/Sec/Trea)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$18,281

Expenses

$62,810

Net Income

-$44,529

Net Assets

$892,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,255	> 100%
Sales of Assets	-$1,974
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,429	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$898,289
Total Liabilities	$5,366
Net Assets	$892,923

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$18,042

Expenses

$55,543

Net Income

-$37,501

Net Assets

$826,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,046	> 100%
Sales of Assets	-$15,004
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,946	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$831,442
Total Liabilities	$5,366
Net Assets	$826,076

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$52,391

Expenses

$67,417

Net Income

-$15,026

Net Assets

$814,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,797	58.8%
Sales of Assets	$21,594	41.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,541	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$820,241
Total Liabilities	$5,366
Net Assets	$814,875

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on May 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$57,243

Expenses

$61,285

Net Income

-$4,042

Net Assets

$930,129

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,609	8.1%
Dividends	$22,481	39.3%
Sales of Assets	$30,153	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,543	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$935,495
Total Liabilities	$5,366
Net Assets	$930,129

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$86,180

Expenses

$81,574

Net Income

$4,606

Net Assets

$953,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$23,501	27.3%
Sales of Assets	$62,669	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,240	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$959,004
Total Liabilities	$5,366
Net Assets	$953,638

Compensation

Key Employees and Officers	Compensation	Other
Susan Bereika (President/Dir)	$0	$0
Gerald Bereika (Dir/Sec/Treas)	$0	$0
Margaret Vetter (Director)	$0	$0

990-PF

Filed on July 24, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

-$3,047

Expenses

$72,210

Net Income

-$75,257

Net Assets

$897,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17
Dividends	$22,822
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,923	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$902,828
Total Liabilities	$5,366
Net Assets	$897,462

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,259

Expenses

$55,290

Net Income

-$34,031

Net Assets

$819,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,679	7.9%
Dividends	$21,599	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,264	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$824,993
Total Liabilities	$5,366
Net Assets	$819,627

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Susan And Gerald Bereika Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $196k (2024)

Expenses $125k (2024)

Total Assets $2.39M (2024)

Total Liabilities $13.4k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$196k (2024)

Expenses

$125k (2024)

Total Assets

$2.39M (2024)

Total Liabilities

$13.4k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009