NEW BREMEN FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEW BREMEN FOUNDATION INC (EIN 34-1837854)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-16
- IRS object ID
- 202312899349302956
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T15:53:23-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W FIFTH STREET SUITE 200 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341837854 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW BREMEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWB | BusinessNameControlTxt |
| Phone | 4196292311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97 | AddressLine1Txt |
| City | NEW BREMEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45869 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES THIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4196292311 | PhoneNum |
| Signature | 2023-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | THIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK JONES | PreparerPersonNm |
| PTIN | P02049277 | PTIN |
| Phone | 5137847100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES THIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S WASHINGTON ST | AddressLine1Txt |
| City | NEW BREMEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45869 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,817,394 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NEWBREMENFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND RELIGIOUS PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,801,307 | PYContributionsGrantsAmt |
| CY Contributions Grants | $723,570 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $954,037 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,597,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,200 | PYOtherRevenueAmt |
| CY Other Revenue | $16,450 | CYOtherRevenueAmt |
| PY Total Revenue | $2,771,544 | PYTotalRevenueAmt |
| CY Total Revenue | $3,337,307 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,115,991 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $875,278 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $135,775 | PYOtherExpensesAmt |
| CY Other Expenses | $128,039 | CYOtherExpensesAmt |
| PY Total Expenses | $2,251,766 | PYTotalExpensesAmt |
| CY Total Expenses | $1,003,317 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $519,778 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,333,990 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,385,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,719,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,385,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,719,638 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE NEW BREMEN FOUNDATION IS TO PROVIDE FUNDS TO SUPPORT SCIENTIFIC, LITERARY, EDUCATIONAL, RELIGIOUS, OR GOVERNMENTAL ORGANIZATIONS, OR TOWARDS OTHER CHARITABLE ACTIVITY IN OR AFFECTING THE NEW BREMEN AREA (WITHIN A 200-MILE RADIUS OF THE VILLAGE OF NEW BREMEN, OHIO). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $889,832 | ExpenseAmt |
| Grant | $875,278 | GrantAmt |
| Desc | NEW BREMEN FOUNDATION PROVIDES FUNDS TO SUPPORT SCIENTIFIC, LITERARY, EDUCATIONAL, RELIGIOUS, AND GOVERNMENTAL ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $889,832 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4196292311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S WASHINGTON ST | AddressLine1Txt |
| City | NEW BREMEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45869 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| JAMES F DICKE II | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JASON THIS | |||||||
| TRUSTEE/PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES F DICKE III | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL WENTE | |||||||
| TRUSTEE/TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RUTH ANN SCHWIETERMAN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA KUENNING | |||||||
| TRUSTEE/SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE HARTWIG | |||||||
| TRUSTEE/VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $723,570 | AllOtherContributionsAmt |
| Total Contributions | $723,570 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $385,380 | TotalRevenueColumnAmt |
| Exclusion | $385,380 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,450 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,450 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,450 | TotalRevenueColumnAmt |
| Exclusion | $16,450 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,691,994 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,480,087 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,211,907 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,211,907 | TotalRevenueColumnAmt |
| Exclusion | $2,211,907 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,337,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,613,737 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,815 | TotalAmt |
| Program Services | $748,815 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,463 | TotalAmt |
| Program Services | $126,463 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,485 | TotalAmt |
| Management And General | $113,485 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776 | TotalAmt |
| Program Services | $776 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,556 | TotalAmt |
| Program Services | $5,556 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LOCAL FILING FEES | $4,558 | $4,558 |
| MEMBERSHIP DUES | $250 | $250 |
| FOREIGN TAXES PAID | $214 | $214 |
| STATE FILING FEES | $200 | $200 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,317 | TotalAmt |
| Program Services | $889,832 | ProgramServicesAmt |
| Management And General | $113,485 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,298 | BOYAmt |
| EOY | $555,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,362,118 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,162,118 | BOYAmt |
| EOY | $1,362,118 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,786,232 | BOYAmt |
| EOY | $16,801,987 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,385,648 | BOYAmt |
| EOY | $18,719,638 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,385,648 | BOYAmt |
| EOY | $18,719,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,385,648 | BOYAmt |
| EOY | $18,719,638 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,385,648 | BOYAmt |
| EOY | $18,719,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,333,990 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $719,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,825,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,801,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $723,570 | CurrentTaxYearAmt |
| Total | $10,334,918 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $719,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,825,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,801,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $723,570 | CurrentTaxYearAmt |
| Total | $10,334,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $582,758 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,752,160 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,380 | CurrentTaxYearAmt |
| Total | $1,230,555 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $14,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $16,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,450 | CurrentTaxYearAmt |
| Total | $46,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,612,123 | TotalSupportAmt |
| Public Support CY170 | 0.83980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 34 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 30 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $291,700 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $532,690 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $412,302 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $336,513 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,001,490 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $10,977,167 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,362,118 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,362,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,362,118 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK | ||||||||
| PO BOX 68 | NEW BREMEN | OH | 45869 | $235,822 | $0 | CARDINAL BOOSTER CENTER LOAN, NK BARN 2.0 LOAN | ||
| NEW KNOXVILLE COMMUNITY PARK ASSOCIATION | ||||||||
| PO BOX 273 | NEW KNOXVILLE | OH | 45871 | $177,743 | $0 | INDEPENDENCE 2022 CELEBRATION, SPLASH PAD PROJECT | 341655270 | 501(C)(3) |
| NEW BREMEN SCHOOLS | ||||||||
| 901 E MONROE ST | NEW BREMEN | OH | 45869 | $82,200 | $0 | COMPUTER DESIGN TECHNOLOGY EQUIPMENT, UNPAID SCHOOL FEES, NO SHAME LUNCH FUND | GOVERNMENT ENTITY | |
| MAJESTIC FLOORING SYSTEMS LLC | ||||||||
| PO BOX 30 | COLDWATER | OH | 45828 | $65,500 | $0 | NK BARN 2.0 GYM FLOOR | ||
| NEW KNOXVILLE SUPPLY COMPANY INC | ||||||||
| PO BOX 368 | NEW KNOXVILLE | OH | 45871 | $19,439 | $0 | SCHWIETERMAN'S PHARMACY FURNACE, ST. PAUL CHURCH | ||
| FIRST BAPTIST CHURCH | ||||||||
| 8750 VETERANS MEMORIAL PARKWAY | OFALLON | MO | 63366 | $15,000 | $0 | GENERAL FUND | 431113147 | 501(C)(3) |
| HOLY REDEEMER CHURCH | ||||||||
| PO BOX 67 | NEW BREMEN | OH | 45869 | $14,550 | $0 | GENERAL FUND | 501(C)(3) | |
| ST PAUL CHURCH | ||||||||
| 119 N FRANKLIN ST | NEW BREMEN | OH | 45869 | $14,256 | $0 | JIM MOELLER MEMORIAL FUND, GENERAL FUND, LANDSCAPING PROJECT | 341381165 | 501(C)(3) |
| COTTERMAN & COMPANY INC | ||||||||
| PO BOX 75 | MINSTER | OH | 45865 | $13,378 | $0 | SCHWIETERMAN PHARMACY ROOF REPLACEMENT/REPAIR | 341391975 | |
| LOCK ONE COMMUNITY ARTS | ||||||||
| PO BOX 21 | NEW BREMEN | OH | 45869 | $13,000 | $0 | CANAL COMMISSIONER SPONSOR, ASSISTED LIVING PROJECT AND 2023/24 SEASON | 364495062 | 501(C)(3) |
| VILLAGE OF NEW BREMEN | ||||||||
| PO BOX 27 | NEW BREMEN | OH | 45869 | $10,500 | $0 | K9 PROGRAM, KOMMINSK LEGACY PARK TREE REMOVAL | GOVERNMENT ENTITY | |
| ARTS PLACE | ||||||||
| PO BOX 801 | PORTLAND | IN | 47371 | $6,000 | $0 | ARTS IN THE PARK 2022 | 351379424 | 501(C)(3) |
| ANNA CIVIC ASSOCIATION | ||||||||
| PO BOX 347 | ANNA | OH | 45302 | $5,500 | $0 | ANNA COMMUNITY PARK SPLASH PAD PROJECT | 311461318 | 501(C)(3) |
| MARIA STEIN SHRINE OF THE HOLY RELICS | ||||||||
| PO BOX 128 | MARIA STEIN | OH | 45860 | $5,150 | $0 | GENERAL FUND | 450819147 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 42 | RecipientCnt |
| Cash Grant | $126,463 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SELECTION CRITERIA: GRANTS ARE AWARDED TO GOVERNMENT ENTITIES AND NONPROFIT ORGANIZATIONS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYLEY THIS | PersonNm |
| Relationship With Org | DAUGHTER OF JASON THIS, PRESIDENT | RelationshipWithOrgTxt |
| Cash Grant | $1,000 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | SCHOLARSHIP | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JAMES F. DICKE II, TRUSTEE, IS THE FATHER OF JAMES F. DICKE III, TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE ORGANIZATION'S FORM 990 AND ALL RELATED SCHEDULES ARE PROVIDED TO THE BOARD OF TRUSTEES BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE NEW BREMEN FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE THREE WAYS IN WHICH THIS IS DONE ARE: 1. MEMBERS OF THE FOUNDATION'S BOARD OF TRUSTEES AND FOUNDATION EMPLOYEES MAY NOT PARTICIPATE IN ANY DECISION THAT RESULTS OR COULD RESULT IN FINANCIAL GAIN TO THE MEMBER OR EMPLOYEE OR ANY IMMEDIATE FAMILY THEREOF. 2. IN THE EVENT THAT A DECISION WITH WHICH A TRUSTEE MAY HAVE A DUAL INTEREST OR CONFLICT OF INTEREST IS PUT BEFORE THE BOARD OF TRUSTEES, THE TRUSTEES SHALL IMMEDIATELY DISCLOSE THE NATURE OF THE INTEREST TO THE BOARD. THE DISCLOSURE SHALL BE RECORDED IN THE MINUTES OF THE MEETING AND THE TRUSTEE SHALL BE EXCUSED FROM ANY DISCUSSION AND SHALL ABSTAIN FROM ANY VOTE ON THE DECISION. 3. EACH MEMBER OF THE FOUNDATION'S BOARD OF TRUSTEES UPON ELECTION AND AS DETERMINED FROM TIME TO TIME SHALL COMPLETE AND FILE WITH THE FOUNDATION A FORM LISTING BUSINESS AND COMMUNITY ORGANIZATIONS WITH WHICH THEY ARE AFFILIATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION AND OTHER GOVERNING DOCUMENTS ARE MAINTAINED AT THE FOUNDATION'S OFFICES AND THE NEW BREMEN FOUNDATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS TO THE PUBLIC UPON REQUEST. |
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