Funder DirectoryTHE JULIUS H AND BARBARA B BEERS
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Private foundation (trust)EIN 383417343Est. 1999-06

THE JULIUS H AND BARBARA B BEERS

TRAVERSE CITY, MI 49684

Total Assets

$1.8M

FY 2023

Annual Giving

$84K

FY 2023

Grants Made

23

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$1K–$10K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$85K

Total Expenses

$104K

Qualifying Distributions

$90K

Distributable Amount

$84K

Min. Investment Return

$85K

Undistributed Income

$78K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

23 grants

Grant sizes from minimum $1K through median $3K to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $92K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

116 grants

NORTHWESTERN MICHIGAN COLLEGE
$35K
5 grants
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
$26K
5 grants
WOMEN'S RESOURCE CENTER
$25K
5 grants
TRAVERSE HEALTH CLINIC
$25K
5 grants
FATHER FRED FOUNDATION
$25K
5 grants
MUNSON HEALTHCARE COMM FOUNDATION
$25K
4 grants
CHERRYLAND HUMANE SOCIETY
$23K
5 grants
INLAND SEAS EDUCATION ASSOCIATION
$19K
5 grants

Grant Size Distribution

116 grants

<$10K
116
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Michigan
$412K
99% of total
Oregon
$5K
1% of total

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