2025-07-02T07:37:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 273335437 David and Karen Bere Foundation % Foundation Source DAVI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KAREN BERE SECRETARY 8008391754 2025-06-26 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 438957 X 806262 242 242 6305 6305 48664 949790 728833 861473 735380 0 1333 1333 2900 12223 12223 16456 1333 12223 588500 588500 604956 1333 600723 256517 734047 0 1200 2577 2577 160463 415603 436380 161663 418180 438957 0 0 X 161663 418180 161663 418180 161663 418180 161663 256517 418180 418180 Publicly-traded Securities 949790 220957 728833 728833 728833 10203 10203 10203 2941 0 7500 10441 X 13 225 225 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 381228 13354 0 394582 0 394582 5919 388663 19433 19433 10203 10203 9230 9230 9230 600723 0 0 0 0 600723 9230 851252 714275 671293 490795 542954 3270569 600723 9230 591493 3862062 0 851252 3010810 714275 671293 490795 542954 591493 DAVID L BERE KAREN BERE X ALTAR FLY FISHING 21W186 BRIARCLIFF RD LOMBARD IL 60148 N/A PC General & Unrestricted 5000 CHAMPIONSHIP GREATNESS 3133 BENTON BLVD KANSAS CITY MO 64128 N/A PC General & Unrestricted 15000 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 150000 CHRISTIANITY TODAY INTERNATIONAL PO BOX 788 WHEATON IL 60187 N/A PC General & Unrestricted 100000 COME AND SEE FOUNDATION INC 9540 FEDERAL DR STE 250 COLORADO SPGS CO 80921 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 5200 FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVE PASADENA CA 91101 N/A PC General & Unrestricted 75000 FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVE PASADENA CA 91101 N/A PC Rev. Dr. Daniel Meyer/Christ Church of Oak Brook Scholarship Fund 100000 GOOD WORKS COLLECTIVE PO BOX 7473 HOUSTON TX 77248 N/A PC General & Unrestricted 11000 INDIANA UNIVERSITY FOUNDATION PO BOX 6460 INDIANAPOLIS IN 46206 N/A PC John Miley Media School Collection Fund 5000 LAWNDALE COMMUNITY CHURCH 3827 W OGDEN AVE CHICAGO IL 60623 N/A PC General & Unrestricted 18000 MIKE KRUGER MINISTRIES INC PO BOX 19291 SARASOTA FL 34276 N/A PC General & Unrestricted 33000 NORTHERN BAPTIST THEOLOGICAL SEMINARY 410 WARRENVILLE RD STE 300 LISLE IL 60532 N/A PC John Perkins Fellows 10000 PILLAR CHURCH 6801 CHURCH ST FORT WORTH TX 76112 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 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 Christmas Bonus for Staff 2000 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 Warrick County 6000 YOUNG LIFE 45924 W SEVEN MILE RD NORTHVILLE MI 48167 N/A PC General & Unrestricted 3000 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC General & Unrestricted 5000 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC Charitable Event 10000 YOUNG LIFE PO BOX 5184 HARLAN IA 51593 N/A PC Eastern Dupage 2400 588500 14 242 14 6305 18 48664 55211 55211 false false false false false false false false false false X X 1 Bere David L 22 Casa Mar Lane Naples FL 34103 806262 X 1 VIDENT U.S. EQUITY STRATEGY ETF VUSE, 1890 sh. 99868 2024-05-29 1 ELI LILLY & CO LLY, 119 sh. 97420 2024-05-31 1 APPLE INC AAPL, 997 sh. 190666 2024-05-31 1 NVIDIA CORP NVDA, 12 sh. 13179 2024-05-31 1 ALPHABET INC CL C GOOG, 322 sh. 54178 2024-10-04 1 BROADCOM INC AVGO, 522 sh. 91219 2024-10-04 1 ADVANCED MICRO DEVICES INC AMD, 342 sh. 57393 2024-10-04 1 DAVITA HEALTHCARE PARTNERS INC DVA, 1 sh. 160 2024-10-04 1 APPLE INC AAPL, 330 sh. 74601 2024-10-04 1 MICROSOFT CORP MSFT, 137 sh. 57179 2024-10-04 1 COSTCO WHOLESALE CORPORATION COST, 80 sh. 70399 2024-10-04 FLEXSHARES GLOBAL UPSTREAM NAT 3763 3927 FLEXSHARES IBOXX 3-YEAR TARGET 9711 9460 ISHARES TRUST MSCI EAFE INDEX 24906 25556 NORTHERN FUNDS FIXED INCOME FU 51199 45921 NORTHERN GLOBAL RE INDES FD 7293 6512 NORTHERN MULTI MANAGER GLOBAL 6937 6566 PIMCO HIGH-YIELD INSTL 24803 23713 SPDR S&P 500 ETF TRUST 286991 314725 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $588,500. This amount represents 25% or more of the Foundation's net assets of $182,458 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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 12198 12198 State or Local Filing Fees 25 25 Investment Management Services 1333 1333 990-PF Estimated Tax for 2024 2900