2024-04-18T09:13:12-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 273335437 David and Karen Bere Foundation % Foundation Source DAVI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KAREN BERE SECRETARY 8008391754 2024-04-09 true KAREN BERE 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 182458 X 199311 5350 5350 6518 6518 12470 312940 194936 223649 206804 0 1103 1103 7134 12004 12004 20241 1103 12004 546500 546500 566741 1103 558504 -343092 205701 243133 1200 1200 261622 160463 181258 504755 161663 182458 0 0 X 504755 161663 504755 161663 504755 161663 504755 -343092 161663 161663 Publicly-traded Securities 312940 118004 194936 194936 194936 2859 2859 2859 2900 0 2900 X 0 41 41 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false David L Bere Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 J Daniel Bere Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 J David Bere Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Karen Bere Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 1.0 0 0 0 Anne Bere Carson Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 272594 101186 0 373780 0 373780 5607 368173 18409 18409 2859 2859 15550 15550 15550 558504 0 0 0 0 558504 15550 2021 2020 2019 412605 851252 714275 671293 490795 3140220 558504 15550 542954 3683174 0 412605 3270569 851252 714275 671293 490795 542954 DAVID L BERE KAREN BERE X ALLEGRO ORGANIZATIONAL SOLUTIONS INC 5535 MEMORIAL DR STE F- 811 HOUSTON TX 77007 N/A PC General & Unrestricted 5500 ALTAR FLY FISHING 21W186 BRIARCLIFF RD LOMBARD IL 60148 N/A PC General & Unrestricted 5000 AMERICAN-CZECH TEACHING MINISTRIES NFP PO BOX 173 GLEN ELLYN IL 60138 N/A PC General & Unrestricted 500 BERRIEN COMMUNITY FOUNDATION INC 2900 S STATE ST STE 2E SAINT JOSEPH MI 49085 N/A PC 310 Orchard Project 5000 CHAMPIONSHIP FATHERING 3133 BENTON BLVD KANSAS CITY MO 64128 N/A PC General & Unrestricted 10000 CHICAGO WEST SIDE CHRISTIAN SCHOOL ASSOCIATION 1240 S PULASKI RD CHICAGO IL 60623 N/A PC General & Unrestricted 1500 CHRIST CHURCH OF OAK BROOK 501 OAK BROOK RD OAK BROOK IL 60523 N/A PC Lift Campaign FUND 150000 CHRISTIANITY TODAY INTERNATIONAL 465 GUNDERSEN DR CAROL STREAM IL 60188 N/A PC branding initiative 20000 CHRISTIANITY TODAY INTERNATIONAL 465 GUNDERSEN DR CAROL STREAM IL 60188 N/A PC General & Unrestricted 100000 COME AND SEE FOUNDATION INC 6385 CORPORATE DR STE 200 COLORADO SPGS CO 80919 N/A PC The Chosen 5000 ENCOUNTERING THE LOGOS MINISTRY 958 PINE ST WINNETKA IL 60093 N/A PC General & Unrestricted 5000 FELLOWSHIP OF CHRISTIAN ATHLETES 4498 W OLDHAM DR FAYETTEVILLE AR 72704 N/A PC General & Unrestricted 1200 FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVE PASADENA CA 91101 N/A PC General & Unrestricted 75000 LAWNDALE COMMUNITY CHURCH 3827 W OGDEN AVE CHICAGO IL 60623 N/A PC General & Unrestricted 18000 LOYOLA UNIVERSITY MEDICAL CENTER 2160 S 1ST AVE MAYWOOD IL 60153 N/A PC Charitable Event 500 MIKE KRUGER MINISTRIES INC PO BOX 19291 SARASOTA FL 34276 N/A PC General & Unrestricted 33000 PILLAR CHURCH 2800 BRIERY ST FORT WORTH TX 76119 N/A PC General & Unrestricted 6000 SIM USA INCORPORATED 14830 CHOATE CIR CHARLOTTE NC 28273 N/A PC General & Unrestricted 1200 TEACHBEYOND INC PO BOX 610 DOWNERS GROVE IL 60515 N/A PC General & Unrestricted 1200 THE FULLER FOUNDATION 135 N OAKLAND AVE PASADENA CA 91182 N/A PC Presidential transition Fund 50000 THILLEN EDUCATION FOUNDATION INC 1101 HAWTHORNE HEIGHTS GREENSBORO GA 30642 N/A PC General & Unrestricted 5000 THORNSTON EDUCATIONAL FUND 6015 PARK DR 2951 WRIGHTWOOD CA 92397 N/A PC General & Unrestricted 12000 TIMOTHY CHRISTIAN SCHOOLS 188 W BUTTERFIELD RD ELMHURST IL 60126 N/A PC Staff Christmas Bonus Fund 2500 TIMOTHY CHRISTIAN SCHOOLS 188 W BUTTERFIELD RD ELMHURST IL 60126 N/A PC General & Unrestricted 5000 WHITE HOUSE FELLOWS FOUNDATION 1750 PENNSYLVANIA AVE NW STE 300 WASHINGTON DC 20006 N/A PC General & Unrestricted 1000 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC Eastern DuPage Chapter 200 YOUNG LIFE PO BOX 112481 NAPLES FL 34108 N/A PC General & Unrestricted 500 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC Warrick County 4500 YOUNG LIFE 836 W HINSDALE HINSDALE IL 60521 N/A PC General & Unrestricted 10200 YOUNG LIFE 836 W HINSDALE HINSDALE IL 60521 N/A PC Eastern Dupage Chapter 1800 YOUNG LIFE 836 W HINSDALE HINSDALE IL 60521 N/A PC Eastern DuPage Chapter 200 YOUNG LIFE 2627 NILES AVE SAINT JOSEPH MI 49085 N/A PC General & Unrestricted 3000 YOUNG LIFE PO BOX 112481 NAPLES FL 34108 N/A PC Warrick County 500 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC Charitable Event 5000 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC General & Unrestricted 1500 546500 14 5350 14 6518 18 12470 24338 24338 false false false false false false false false false false X X 1 Bere David L 22 Casa Mar Lane Naples FL 34103 199311 X 1 NVIDIA CORP NVDA, 448 sh. 199311 2023-08-15 DFA U S CORE EQUITY 1 PORTFOLI 59825 86069 FLEXSHARES GLOBAL UPSTREAM NAT 5749 6757 FLEXSHARES IBOXX 3-YEAR TARGET 1621 1488 INVESCO OPPENHEIMER DEVELOPING 7078 6020 ISHARES TRUST MSCI EAFE INDEX 28000 28633 NORTHERN FUNDS FIXED INCOME FU 34691 30651 NORTHERN GLOBAL RE INDES FD 5890 5286 NORTHERN MULTI MANAGER GLOBAL 5640 5690 PIMCO HIGH-YIELD INSTL 11969 10664 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $546,500. This amount represents 25% or more of the Foundation's net assets of $506,177 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 11979 11979 State or Local Filing Fees 25 25 Investment Management Services 1103 1103 990-PF Estimated Tax for 2023 2900 990-PF Excise Tax for 2022 4234