James And Susan Bere Family Foundation

Naples, FL
Tax-exempt since Feb. 1984
EIN: 36-3272779

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 tax deductible.

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

$28,635

Expenses

$164,120

Net Income

-$135,485

Net Assets

$359,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,408	50.3%
Sales of Assets	$14,226	49.7%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,057	92.6%
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	$359,188
Total Liabilities	$0
Net Assets	$359,188

Compensation

Key Employees and Officers	Compensation	Other
James F Bere' Jr (Director/President)	$0	$0
Susan Bere' (Director/Vp/Treas/Secretary)	$0	$0
Allison S Kneupfer (Director)	$0	$0
James F Bere' Iii (Director)	$0	$0
John S Bere' (Director)	$0	$0

+ View more people

990-PF

Filed on May 15, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$22,372

Expenses

$3,145

Net Income

$19,227

Net Assets

$494,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,590	65.2%
Sales of Assets	$7,764	34.7%
Other Income	$18	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$650	20.7%
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	$494,353
Total Liabilities	$0
Net Assets	$494,353

Compensation

Key Employees and Officers	Compensation	Other
James F Bere' Jr (Director/President)	$0	$0
Susan Bere' (Director/Vp/Treas/Secretary)	$0	$0
Allison S Kneupfer (Director)	$0	$0
James F Bere' Iii (Director)	$0	$0
John S Bere' (Director)	$0	$0

+ View more people

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$17,661

Expenses

$18,842

Net Income

-$1,181

Net Assets

$475,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,194	69.0%
Sales of Assets	$4,352	24.6%
Other Income	$1,115	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,411	28.7%
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	$475,284
Total Liabilities	$0
Net Assets	$475,284

Compensation

Key Employees and Officers	Compensation	Other
James F Bere' Jr (Director/President)	$0	$0
Susan Bere' (Director/Vp/Treas/Secretary)	$0	$0
Allison S Kneupfer (Director)	$0	$0
James F Bere' Iii (Director)	$0	$0
John S Bere' (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$21,576

Expenses

$27,283

Net Income

-$5,707

Net Assets

$476,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,083	56.0%
Sales of Assets	$9,482	43.9%
Other Income	$11	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,283	41.4%
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	$476,465
Total Liabilities	$0
Net Assets	$476,465

Compensation

Key Employees and Officers	Compensation	Other
James F Bere' Jr (Director/President)	$0	$0
Susan Bere' (Director/Vp/Treas/Secretary)	$0	$0
Allison S Kneupfer (Director)	$0	$0
James F Bere' Iii (Director)	$0	$0
John S Bere' (Director)	$0	$0

+ View more people

990-PF

Filed on July 21, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$171,077

Expenses

$554,156

Net Income

-$383,079

Net Assets

$482,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,788	46.6%
Interest Revenue	$0
Dividends	$16,130	9.4%
Sales of Assets	$75,158	43.9%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$550,549	99.3%
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	$482,368
Total Liabilities	$1
Net Assets	$482,367

Compensation

Key Employees and Officers	Compensation	Other
James F Bere' Jr (Director/President)	$0	$0
Susan Bere' (Director/Vp/Treas/Secretary)	$0	$0
Allison S Kneupfer (Director)	$0	$0
James F Bere' Iii (Director)	$0	$0
John S Bere' (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 11, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$381,564

Expenses

$1,330,548

Net Income

-$948,984

Net Assets

$865,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,205	78.7%
Interest Revenue	$0
Dividends	$22,052	5.8%
Sales of Assets	$59,306	15.5%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,327,928	99.8%
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	$865,439
Total Liabilities	$0
Net Assets	$865,439

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$177,410

Expenses

$1,084,272

Net Income

-$906,862

Net Assets

$1,709,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,885	51.8%
Sales of Assets	$85,525	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,039,862	95.9%
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	$1,709,050
Total Liabilities	$0
Net Assets	$1,709,050

Compensation

Key Employees and Officers	Compensation	Other
Robert P Bere' (Director/Vice President)	$0	$0
James F Bere' Jr (Director/Vice President)	$0	$0
David L Bere' (Director/Sec & Treasurer)	$0	$0
Lynn B Stine (Director/Vice President)	$0	$0
Becky Sigfusson (Director/Vice President)	$0	$0
Susan Bere' (Treasurer)	$0	$0

+ View more people

990-PF

Filed on Sept. 4, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$140,916

Expenses

$567,315

Net Income

-$426,399

Net Assets

$2,622,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,553	71.4%
Sales of Assets	$40,363	28.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$527,515	93.0%
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	$2,774,149
Total Liabilities	$151,328
Net Assets	$2,622,821

Compensation

Key Employees and Officers	Compensation	Other
Barbara V Bere' (Director/President)	$0	$0
Robert P Bere' (Director/Vice President)	$0	$0
James F Bere' Jr (Director/Vice President)	$0	$0
David L Bere' (Director/Sec & Treasurer)	$0	$0
Lynn B Stine (Director/Vice President)	$0	$0
Becky Sigfusson (Director/Vice President)	$0	$0

+ View more people

990-PF

Filed on July 17, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$110,204

Expenses

$650,495

Net Income

-$540,291

Net Assets

$3,325,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,878	3.5%
Dividends	$101,661	92.2%
Sales of Assets	$4,665	4.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$611,124	93.9%
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	$3,367,452
Total Liabilities	$41,500
Net Assets	$3,325,952

Compensation

Key Employees and Officers	Compensation	Other
Barbara V Bere' (Director/President)	$0	$0
Robert P Bere' (Director/Vice President)	$0	$0
James F Bere' Jr (Director/Vice President)	$0	$0
David L Bere' (Director/Sec & Treasurer)	$0	$0
Lynn B Stine (Director/Vice President)	$0	$0
Becky Sigfusson (Director/Vice President)	$0	$0

+ View more people

990-PF

Filed on May 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$362,664

Expenses

$566,891

Net Income

-$204,227

Net Assets

$3,866,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,666	1.0%
Dividends	$95,880	26.4%
Sales of Assets	$263,118	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$525,460	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	$3,921,243
Total Liabilities	$55,000
Net Assets	$3,866,243

Compensation

Key Employees and Officers	Compensation	Other
Barbara V Bere' (Director/President)	$0	$0
Robert P Bere' (Director/Vice President)	$0	$0
James F Bere' Jr (Director/Vice President)	$0	$0
David L Bere' (Director/Sec & Treasurer)	$0	$0
Lynn B Stine (Director/Vice President)	$0	$0
Becky Sigfusson (Director/Vice President)	$0	$0

+ View more people

990-PF

Filed on May 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$254,540

Expenses

$479,934

Net Income

-$225,394

Net Assets

$4,070,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,984	1.6%
Dividends	$130,992	51.5%
Sales of Assets	$119,564	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$438,500	91.4%
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	$4,125,770
Total Liabilities	$55,300
Net Assets	$4,070,470

Compensation

Key Employees and Officers	Compensation	Other
Barbara V Bere' (Director/President)	$0	$0
Robert P Bere' (Director/Vice President)	$0	$0
James F Bere' Jr (Director/Vice President)	$0	$0
David L Bere' (Director/Sec & Treasurer)	$0	$0
Lynn B Stine (Director/Vice President)	$0	$0
Becky Sigfusson (Director/Vice President)	$0	$0

+ View more people

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,221,778

Expenses

$391,788

Net Income

$829,990

Net Assets

$4,295,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,008	2.8%
Dividends	$81,603	6.7%
Sales of Assets	$1,099,667	90.0%
Other Income	$6,500	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$347,500	88.7%
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	$4,344,364
Total Liabilities	$48,500
Net Assets	$4,295,864

Compensation

Key Employees and Officers	Compensation	Other
Barbara V Bere' (Director/President)	$0	$0
Robert P Bere' (Director/Vice President)	$0	$0
James F Bere' Jr (Director/Vice President)	$0	$0
David L Bere' (Director/Sec & Treasurer)	$0	$0
Lynn B Stine (Director/Vice President)	$0	$0
Becky Sigfusson (Director/Vice President)	$0	$0

+ View more people

990-PF

Filed on May 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$171,189

Expenses

$346,094

Net Income

-$174,905

Net Assets

$3,465,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,587	13.2%
Dividends	$108,389	63.3%
Sales of Assets	$40,213	23.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,000	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	$3,503,074
Total Liabilities	$37,200
Net Assets	$3,465,874

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$286,784

Expenses

$468,936

Net Income

-$182,152

Net Assets

$3,640,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,696	51.8%
Sales of Assets	$138,088	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,000	88.9%
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	$3,662,179
Total Liabilities	$21,400
Net Assets	$3,640,779

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

James And Susan Bere Family Foundation

Organization summary

Type of Nonprofit

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

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

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

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001