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Nonprofit · EIN 36-3272779

JAMES AND SUSAN BERE FAMILY FOUNDATION

Tax-exempt · NAPLES, FL 34102

Financials

$22K$3K2023$29K$164K2024$18K$12K2025
Revenue Expenses · by fiscal year end
Financials of JAMES AND SUSAN BERE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,812$11,523$6,289$365,530$0$365,530
December 31, 2024990-PF$28,635$164,120-$135,485$359,188$0$359,188
December 31, 2023990-PF$22,372$3,145$19,227$494,353$0$494,353
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,017
Net gain from sales of assets
$4,794
Other income
$1

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,877
Excise tax on investment income
$155

Balance sheet and other

Total assets, start of year
$359,188
Total assets, end of year
$365,530
Total liabilities, end of year
$0
Net assets, end of year
$365,530
Fair market value of assets
$521,131
Qualifying distributions
$4,877
Net investment income
$17,777

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES F BERE' JR
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR/PRESIDENT1$0
SUSAN BERE'
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR/VP/TREAS/SECRETARY1$0
ALLISON S KNEUPFER
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
JAMES F BERE' III
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
JOHN S BERE'
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JAMES F BERE' JR
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR/PRESIDENT1$0
SUSAN BERE'
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR/VP/TREAS/SECRETARY1$0
ALLISON S KNEUPFER
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
JAMES F BERE' III
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
JOHN S BERE'
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JAMES F BERE' JR
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR/PRESIDENT1$0
SUSAN BERE'
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR/VP/TREAS/SECRETARY1$0
ALLISON S KNEUPFER
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
JAMES F BERE' III
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0
JOHN S BERE'
963 GALLEON DR, NAPLES, FL 34102
DIRECTOR1$0

Address and contacts

Address (IRS master file)
963 GALLEON DR, NAPLES, FL 34102-7703
Signed the 990-PF
JAMES F BERE' JR, PRESIDENT
Phone
(920) 205-6622
Return prepared by
GRANT THORNTON ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3272779
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$365,530
Income (IRS master file)
$17,644

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,812$11,523$365,530XML
990-PFDecember 2024$28,635$164,120$359,188IRS
990-PFDecember 2023$22,372$3,145$494,353XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3272779).

Questions about JAMES AND SUSAN BERE FAMILY FOUNDATION

What is the EIN of JAMES AND SUSAN BERE FAMILY FOUNDATION?
The employer identification number (EIN) of JAMES AND SUSAN BERE FAMILY FOUNDATION is 36-3272779.
Is JAMES AND SUSAN BERE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to JAMES AND SUSAN BERE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND SUSAN BERE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND SUSAN BERE FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES AND SUSAN BERE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JAMES AND SUSAN BERE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JAMES AND SUSAN BERE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,812, expenses of $11,523 and total assets of $365,530 at year end.

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