EIN 38-3417343

The Julius H and Barbara B Beers Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Traverse City
Year formed
1999
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Julius H and Barbara B Beers Family Foundation is a private foundation located in Traverse City, MI. Its primary focus is to fund general charitable purposes through investment income. In the past year, the foundation made 25 grants to various organizations, including Munson Healthcare Comm Foundation and others.
Total revenues
$84,561
2023
Total expenses
$104,324
2023
Total assets
$1,489,340
2023
Num. employees
0
2023

Program areas at The Julius H and Barbara B Beers Family Foundation

Investment income for charitable purposes

Grants made by The Julius H and Barbara B Beers Family Foundation

GranteeGrant descriptionAmount
Cherryland Humane SocietyGeneral$5,000
Traverse Health ClinicGeneral$5,000
Inland Seas Education Association (ISEA)General$5,000
...and 12 more grants made

Personnel at The Julius H and Barbara B Beers Family Foundation

NameTitle
Andrew SamockiAdministrator

Financials for The Julius H and Barbara B Beers Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$46,815
Net rental income$0
Net gain from sale of non-inventory assets$37,746
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$84,561

Form 990s for The Julius H and Barbara B Beers Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-02990PFView PDF
2022-122023-05-04990PFView PDF
2021-122022-05-09990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s

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Pat and Charles Fullerton FoundationPlacerville, CA$45,458
The Michelle Wightman-Karrie Wieber Charitable FoundationSandusky, OH$258,385
Thakur Family FoundationSt Petersburg, FL$23,820
Abc Mountain RetreatWeston, OR$87,082
Gaits of Hope Eap and L NonprofitRice, MN$122,360
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Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 22, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 24, 2023
Updated personnel
Identified 1 new personnel
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
October 5, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
Co 102 W Front St
Traverse City, MI 49684
County
Grand Traverse County, MI
Website URL
taxexemptworld.com/ 
Phone
(231) 995-4585
IRS details
EIN
38-3417343
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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