BREMER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BREMER FAMILY FOUNDATION (EIN 46-1358346)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202511189349101311
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T11:11:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341033548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461358346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREM | BusinessNameControlTxt |
| Phone | 2393946535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 CAPE MARCO DRIVE 1301 | AddressLine1Txt |
| City | MARCO ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BREMER | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 2393946535 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY DELCOMYN-JAVARINIS | PreparerPersonNm |
| PTIN | P00430555 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2025-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,593,781 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $918,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,247 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $359,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,034 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,076 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,038 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,038 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,661 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,330 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,331 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,774 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,387 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,387 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,104 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,604 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,664 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,487 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $186,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $207,589 | CashBOYAmt |
| Cash EOY | $249,742 | CashEOYAmt |
| Cash EOYFMV | $249,742 | CashEOYFMVAmt |
| US Government Obligations BOY | $25,888 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,952 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,852 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $939,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,088,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,322,187 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,172,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,359,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,593,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,172,956 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,359,821 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,172,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,172,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,359,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,172,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $186,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,359,821 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $918,805 | GrossSalesPriceAmt |
| Cost Or Other Basis | $778,558 | CostOrOtherBasisAmt |
| Gain Or Loss | $140,247 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $140,247 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,247 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $76 | EsPenaltyAmt |
| Tax Due | $1,424 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN BREMER | IndividualWithBooksNm |
| Phone | 2393946535 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 CAPE MARCO DRIVE 1301 | AddressLine1Txt |
| City | MARCO ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN BREMER | ||||||||
| 980 CAPE MARCO DRIVE 1301 | MARCO ISLAND | FL | 34145 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH PIERCY | ||||||||
| 3400 TAMIAMI TRAIL N 203 | NAPLES | FL | 34103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY M JANEIRO | ||||||||
| 3400 TAMIAMI TRAIL N 203 | NAPLES | FL | 34103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIANNE BREMER-KENNISH | ||||||||
| 240 WATERSIDE CIRCLE 202 | MARCO ISLAND | FL | 34145 | DIRECTOR | 20.00 | $33,038 | $0 | $0 |
| JENIFER PANKOW | ||||||||
| 81 TAHITI RD | MARCO ISLAND | FL | 34145 | DIRECTOR | 20.00 | $33,038 | $0 | $0 |
| MARSHA WERNER | ||||||||
| 425 N MARTINGALE RD SUITE 760 | SCHAUMBURG | IL | 60173 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,268,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,480,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,480,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,458,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,348 | TotalTaxAmt |
| Distributable Before Adj | $71,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,598 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,598 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,945 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,715 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $87,544 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $433,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,034 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $472,395 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $89,945 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $382,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,425 | ExcessFromYear4Amt |
| Excess From Year3 | $133,715 | ExcessFromYear3Amt |
| Excess From Year2 | $87,544 | ExcessFromYear2Amt |
| Excess From Year1 | $33,732 | ExcessFromYear1Amt |
| Excess From Current Year | $39,034 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN BREMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TIN CAN SAILORS INC | |||||||
| PO BOX 100 | SOMERSET | MA | 02726 | N/A | PC | HISTORIC PRESERVATION | $200 |
| CONSUMER REPORTS | |||||||
| PO BOX 2109 | HARLAN | IA | 51593 | N/A | PC | PROGRAM CONTRIBUTION | $450 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEX MALL | STANFORD | CA | 94305 | N/A | PC | PROGRAM CONTRIBUTION | $100 |
| BAKER SENIOR CENTER NAPLES | |||||||
| 6200 AUTUMN OAKS LN | NAPLES | FL | 34119 | N/A | PC | PROGRAM CONTRIBUTION | $40,000 |
| MARCO ISLAND HISTORICAL SOCIETY | |||||||
| 180 S HEATHWOOD DR | MARCO ISLAND | FL | 34145 | N/A | PC | COMMUNITY PROGRAMS | $3,250 |
| HABITAT FOR HUMMANITY | |||||||
| 11145 TAMIAMI TRAIL EAST | NAPLES | FL | 34413 | N/A | PC | BUILDING HOMES | $2,000 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | N/A | PC | EDUCATION | $375 |
| THE JAMES MADISON INSTITUTE | |||||||
| 106 N DUVAL ST | TALLAHASSEE | FL | 32301 | N/A | PC | ADVOCACY ON GOOD PUBLIC POLICY | $200 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22206 | N/A | PC | PROGRAM CONTRIBUTION | $200 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | LIBERTY AND FREEDOM | $300 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20001 | N/A | PC | MANDATE LEADERSHIP | $1,000 |
| FL SHERIFFS ASSOCIATION | |||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | N/A | PC | CHILDCARE FOR LAW ENFORCEMENT | $300 |
| BEAR NECESSITIES PEDIATRIC | |||||||
| 55 W WACKER DR STE 1100 | CHICAGO | IL | 60601 | N/A | PC | PROGRAM CONTRIBUTION | $1,000 |
| MARCO DEMENTIA RESPITE | |||||||
| PO BOX 813 | MARCO ISLAND | FL | 34146 | N/A | PC | NEEDS AND CARE OF SENIORS | $2,000 |
| MARINE CORPS HERITAGE FOUNDATION | |||||||
| 1775 SEMPER FIDELIS WY | TRIANGLE | VA | 22172 | N/A | PC | PROGRAM CONTRIBUTION | $100 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | COMMUNITY PROGRAMS | $1,600 |
| WGCU | |||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 33965 | N/A | PC | PROGRAM CONTRIBUTION | $750 |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM (FAIR) | |||||||
| 25 MASSACHUSELLS AVENUE NW STE 330 | WASHINGTON | DC | 20001 | N/A | PC | COMMUNITY PROGRAMS | $200 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | CARE OF CHILDREN | $200 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | N/A | PC | RESEARCH AND DATA COLLECTION | $200 |
| JUDICIAL WATCH | |||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM CONTRIBUTION | $1,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DR | CHICAGO | IL | 60601 | N/A | PC | PROGRAM CONTRIBUTION | $200 |
| THE SALVATION ARMY | |||||||
| 3180 ESTEY AVE | NAPLES | FL | 34101 | N/A | PC | COMMUNITY PROGRAMS | $1,000 |
| CO2 COALITION | |||||||
| 1621 N KENT ST | ARLINGTON | VA | 22209 | N/A | PC | RESEARCH/EDUCATION ON CO2 BENEFIT | $250 |
| VETERANS OF FOREIGN WARS (VFW) | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | N/A | PC | PROGRAM CONTRIBUTION | $200 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DR | ARLINGTON | VA | 22202 | N/A | PC | PROGRAM CONTRIBUTION | $200 |
| CITIZENS AGAINST GOVERNMENT WASTE | |||||||
| 1100 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM CONTRIBUTION | $200 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33908 | N/A | PC | FOOD FOR AT RISK FAMILIES | $1,000 |
| BOY'S TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | N/A | PC | ASSISTANCE FOR NEEDY BOYS | $200 |
| SPERO PREGNANCY CENTER | |||||||
| 1211 GRISWOLD ST | PORT HURON | MI | 48060 | N/A | PC | PROGRAM CONTRIBUTION | $100 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38420 | N/A | PC | CONSERVATION | $100 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | N/A | PC | PROGRAM CONTRIBUTION | $100 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | CARE OF CHILDREN | $200 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | COMMUNITY PROGRAMS | $900 |
| AVOW | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | N/A | PC | PROGRAM CONTRIBUTION | $250 |
| FOUNDATION FOR LIBERTY & AMERICAN GREATNESS (FLAG) | |||||||
| 301 E LEMON ST | TARPON SPRINGS | FL | 34689 | N/A | PC | PROGRAM CONTRIBUTION | $112 |
| HUMANE SOCIETY OF NAPLES | |||||||
| 330 AIRPORT PULLING RD | NAPLES | FL | 34104 | N/A | PC | CARE OF ANIMALS | $400 |
| MIA RAYS SQUADRON | |||||||
| 2255 SAN MARCO RD | MARCO ISLAND | FL | 34145 | N/A | PC | PROGRAM CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,837 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,247 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,503 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRIAN BREMER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 CAPE MARCO DRIVE 1301 | AddressLine1Txt |
| City | MARCO ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,774 | Amt |
| Net Investment Income | $1,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,387 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (104 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY (MMM) | $3,857 | $3,870 |
| ABBOTT LABS (ABT) | $2,835 | $2,941 |
| ALIBABA GROUP HLDG (BABA) | $1,239 | $1,017 |
| ALPHABET INCORPORATED CAP (GOOG) | $13,234 | $24,567 |
| AMAZON COM INC (AMZN) | $27,672 | $33,128 |
| AMERICAN EXPRESS COMPANY (AXP) | $11,748 | $13,949 |
| AMGEN INCORPORATED (AMGN) | $14,918 | $13,293 |
| AMPHENOL CORPORATION NEW CLASS A (APH) | $2,653 | $2,709 |
| APPLE INCORPORATED (AAPL) | $38,410 | $43,824 |
| APPLOVIN CORPORATION COM CLASS A (APP) | $1,952 | $2,267 |
| ARTISTA NETWORKS INC (ANET) | $3,921 | $5,305 |
| AUTOZONE INC (AZO) | $2,816 | $3,202 |
| BERKSHIRE HATHAWAY INC (BRK.B) | $4,758 | $4,533 |
| BLACKSTONE INC (BX) | $4,620 | $5,517 |
| BLOCK INC CLASS A (SQ) | $1,221 | $1,190 |
| BOOKING HOLDINGS INC (BKNG) | $3,840 | $4,968 |
| BROADCOM INCORPORATED (AVGO) | $9,908 | $13,447 |
| CATERPILLAR INCORPORATED (CAT) | $13,113 | $17,412 |
| CHEVRON CORPORATION (CVX) | $10,367 | $9,415 |
| CHIPOTLE MEXICAN GRILL INC (CMG) | $1,366 | $1,266 |
| CME GROUP INCORPORATED (CME) | $16,953 | $17,882 |
| COCA COLA COMPANY (KO) | $5,780 | $5,230 |
| CONOCOPHILLIPS (COP) | $1,204 | $1,091 |
| D R HORTON INC (DHI) | $6,813 | $6,292 |
| DOORDASH INC CLASS A (DASH) | $2,688 | $4,026 |
| DUKE ENERGY (DUK) | $6,752 | $7,111 |
| EATON CORP (ETN) | $2,545 | $2,655 |
| EDWARDS LIFESCIENCES CORP | $1,483 | $1,259 |
| ELI LILLY & COMPANY (LLY) | $13,215 | $11,580 |
| FAIR ISAAC CORP (FICO) | $1,382 | $1,991 |
| FREEPORT-MCMORAN INC (FCX) | $9,732 | $8,758 |
| GOLDMAN SACHS GROUP INCORPORATED (GS) | $11,451 | $22,332 |
| GOLDMAN SACHS GROUP INCORPORATED (GS) | $5,680 | $6,299 |
| GRAINGER W W INC (GWW) | $1,810 | $2,108 |
| HOME DEPOT INCORPORATED (HD) | $13,916 | $18,283 |
| HOME DEPOT INCORPORATED (HD) | $2,060 | $1,945 |
| HONEYWELL INTERNATIONAL INC (HON) | $16,415 | $18,297 |
| HUBSPOT INC (HUBS) | $2,335 | $2,787 |
| INTERNATIONAL BUSINESS MACHINES (IBM) | $4,624 | $4,616 |
| INTERNATIONAL BUSINESS MACHINES (IBM) | $11,711 | $14,289 |
| INTUIT (INTU) | $3,585 | $3,771 |
| INTUITIVE SURGICAL INC (ISRG) | $7,411 | $8,873 |
| ISHARES INCORPORATED CORE MSCI EMKT (IEMG) | $12,448 | $12,951 |
| ISHARES TR CORE MSCI EAFE (IEFA) | $25,574 | $29,166 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $19,993 | $25,485 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $12,440 | $15,900 |
| ISHARES TR EXPANDED TECH (IGV) | $7,043 | $7,008 |
| ISHARES TR MIN VOL USA ETF (USMV) | $11,992 | $15,627 |
| ISHARES TR MSCI USA MMENTM | $14,100 | $20,692 |
| ISHARES TR US BR DEL SE ETF (IAI) | $11,162 | $13,978 |
| JOHNSON & JOHNSON (JNJ) | $3,038 | $2,892 |
| JPMORGAN CHASE & COMPANY (JPM) | $15,838 | $20,375 |
| KKR & COMPANY INC (KKR) | $4,715 | $6,064 |
| LAM RESEARCH CORP (LRCX) | $2,160 | $1,517 |
| MARATHON PETE CORPORATION (MPC) | $5,940 | $4,883 |
| MASTERCARD INC CLASS A (MA) | $11,691 | $13,691 |
| MCDONALDS CORPORATION (MCD) | $5,995 | $7,247 |
| MCDONALDS CORPORATION (MCD) | $3,646 | $4,058 |
| MCKESSON CORP (MCK) | $3,548 | $3,419 |
| MERCADOLIBRE INC (MELI) | $3,153 | $3,401 |
| MERCK & COMPANY INCORPORATED (MRK) | $7,958 | $6,466 |
| META PLATFORMS INCORPORATED CLASS A (META) | $22,605 | $26,348 |
| META PLATFORMS INCORPORATED CLASS B (FCX) | $10,374 | $10,539 |
| MICROSOFT CORPORATION (MSFT) | $31,888 | $30,348 |
| MICROSOFT CORPORATION (MSFT) | $10,362 | $17,282 |
| NATERA INC (NTRA) | $1,009 | $950 |
| NETFLIX INC (NFLX) | $10,747 | $14,261 |
| NVIDIA CORP (NVDA) | $43,746 | $45,256 |
| ORACLE CORP (ORCL) | $6,892 | $8,332 |
| PALO ALTO NETWORKS INC (PANW) | $2,229 | $2,547 |
| PAYPAL HLDGS INC (PYPL) | $3,244 | $3,414 |
| PROCTER AND GAMBLE | $13,885 | $13,412 |
| QUANTA SVCS INC (PWR) | $3,094 | $3,477 |
| REGENERON PHARMACEUTICALS (REGN) | $2,074 | $1,425 |
| RTX CORPORATION (RTX) | $7,114 | $7,059 |
| SALESFORCE INC (CRM) | $4,859 | $4,681 |
| SERVICENOW INC (NOW) | $6,995 | $9,541 |
| SHOPIFY INC CLASS A (SHOP) | $2,292 | $2,765 |
| SPDR COMMUNICATION (XLC) | $17,862 | $28,172 |
| SPDR CONSUMER DISCRETIONARY (XLY) | $21,880 | $29,614 |
| SPDR CONSUMER STAPLES SELECT (XLP) | $26,082 | $27,592 |
| SPDR FINANCIAL SELECT SECTOR FUND (XLF) | $48,516 | $55,290 |
| SPDR HEALTH CARE (XLV) | $49,533 | $51,726 |
| SPDR TECHNOLOGY (XLK) | $38,446 | $61,618 |
| SPOTIFY TECHNOLOGY (SPOT) | $3,761 | $5,369 |
| STARBUCKS CORP (SBUX) | $2,032 | $2,008 |
| SYNOPSYS INC (SNPS) | $1,173 | $971 |
| TAIWAN SEMICONDUCTOR MFG (TSM) | $3,441 | $3,950 |
| TESLA INCORPORATED (TSLA) | $11,115 | $16,961 |
| THE TRADE DESK (TTD) | $1,623 | $1,998 |
| THERMO FISHER SCIENTIFIC INCORPORATED (TMO) | $623 | $520 |
| TJX COMPANIES INCORPORATED NEW (TJX) | $13,713 | $13,893 |
| TRANE TECHNOLOGIES (TT) | $2,949 | $3,324 |
| TRANSDIGM GROUP INC (TDG) | $5,159 | $5,069 |
| UBER TECHNOLOGIES INC (UBER) | $2,377 | $2,051 |
| UNION PAC CORP (UNP) | $1,419 | $1,368 |
| UNITEDHEALTH GROUP INCORPORATED | $16,293 | $17,199 |
| VANGUARD DIVIDEND APPRECIATION ETF (VIG) | $8,270 | $10,183 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) | $78,448 | $133,086 |
| VANGUARD MID CAP ETF (VO) | $16,839 | $20,338 |
| VERIZON COMMUNICATIONS INCORPORATED | $9,531 | $9,198 |
| VERTIV HOLDINGS COMPANY COM CLASS A (VRT) | $1,639 | $2,045 |
| VISA INCORPORATED COM CLASS (V) | $13,111 | $20,543 |
| WALMART INCORPORATED (WMT) | $2,456 | $2,349 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $21,952 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $21,852 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,661 | LegalFeesAmt |
| Net Investment Income | $10,330 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,331 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTION | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $13,104 | $13,104 | $0 |
| PAYROLL FEES | $3,000 | $1,500 | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,974 | $2,487 | $2,487 |
| FOREIGN TAXES | $177 | $177 | $0 |
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