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Also known as: FAMILY FOUNDATION
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Julius H And Barbara B Beers Family Foundation is a private corporation based in TRAVERSE CITY, MI. The foundation received its IRS ruling in 1999. The principal officer is Terry C Rogers. It holds total assets of $1.5M. Annual income is reported at $330K. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Michigan. According to available records, Julius H And Barbara B Beers Family Foundation has made 119 grants totaling $430K, with a median grant of $3K. The foundation has distributed between $80K and $184K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $184K distributed across 50 grants. Individual grants have ranged from $1K to $10K, with an average award of $4K. The foundation has supported 27 unique organizations. Grants have been distributed to organizations in Michigan and Oregon. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$3K
Average Grant
$3K
Largest Grant
$10K
Based on 23 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Julius H And Barbara B Beers Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 119 grants. Its grantmaking reaches organizations primarily in MI, OR.
Julius H And Barbara B Beers Family Foundation has distributed a total of $430K across 119 grants. The median grant size is $3K, with an average of $4K. Individual grants have ranged from $1K to $10K.
Julius H And Barbara B Beers Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Julius H And Barbara B Beers Family Foundation is headquartered in TRAVERSE CITY, MI. While based in MI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Richard Beers | PRESIDENT, DIRECTOR | $0 | $0 | N/A |
| Bruce Beers | SECRETARY, DIRECTOR | $0 | $0 | N/A |
| Elizabeth Beers | DIRECTOR | $0 | $0 | N/A |
| Nancy Mantyband | DIRECTOR | $0 | $0 | N/A |
Total Giving
$104K
Total Assets
$1.5M
Fair Market Value
$1.8M
Net Worth
$1.5M
Grants Paid
$84K
Contributions
N/A
Net Investment Income
$70K
Distribution Amount
$84K
Total: $1.4M
Total Grants
119
Total Giving
$430K
Average Grant
$4K
Median Grant
$3K
Unique Recipients
27
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Northwestern Michigan CollegeGENERAL | Traverse City, MI | $10K | 2023 |
| Grand Traverse Regional Land ConservancyGENERAL | Traverse City, MI | $5K | 2023 |
| Inland Seas Education AssociationGENERAL | Suttons Bay, MI | $5K | 2023 |
| Father Fred FoundationGENERAL | Traverse City, MI | $5K | 2023 |
| Cherryland Humane SocietyGENERAL | Traverse City, MI | $5K | 2023 |
| Habitat For HumanityGENERAL | Traverse City, MI | $5K | 2023 |
| Traverse Health ClinicGENERAL | Traverse City, MI | $5K | 2023 |
| Women'S Resource CenterGENERAL | Traverse City, MI | $5K | 2023 |
| Epilepsy Foundation Of MichiganGENERAL | Southfield, MI | $4K | 2023 |
| Grand Traverse Regional Community FoundationGENERAL | Traverse City, MI | $3K | 2023 |
| Grand Traverse Conservation DistrictGENERAL | Traverse City, MI | $3K | 2023 |
| United Way Of Northwest MichiganGENERAL | Traverse City, MI | $3K | 2023 |
| Safe Harbor Of Grand TraverseGENERAL | Traverse City, MI | $3K | 2023 |
| Old Town PlayhouseGENERAL | Traverse City, MI | $3K | 2023 |
| Northwest Michigan Supportive HousingGENERAL | Traverse City, MI | $3K | 2023 |
| Goodwill InnGENERAL | Traverse City, MI | $3K | 2023 |
| Tart TrailsGENERAL | Traverse City, MI | $3K | 2023 |
| Food Rescue Of Northwest MichiganGENERAL | Traverse City, MI | $3K | 2023 |
| Grand Traverse Pavilions FoundationGENERAL | Traverse City, MI | $3K | 2023 |
| Traverse Bay Child Advocacy CenterGENERAL | Traverse City, MI | $2K | 2023 |
| Northwest Michigan Community Action AgencyGENERAL | Traverse City, MI | $2K | 2023 |
| Mt Holiday Capital FundGENERAL | Traverse City, MI | $1K | 2023 |
| Michael'S PlaceGENERAL | Beaverton, OR | $1K | 2023 |
| Munson Healthcare Comm FoundationGENERAL | Traverse City, MI | $10K | 2022 |