BRENNER FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BRENNER FOUNDATION INC (EIN 34-1862879)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-16
IRS object ID: 202241369349103524
Schema version: 2021v4.0
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T10:49:44-07:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	475482761	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foerster & Hayes Ltd	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8225 BRECKSVILLE RD STE 3	AddressLine1Txt
City	BRECKSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44141	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	341862879	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BRENNER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BREN	BusinessNameControlTxt
Phone	2162925555	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30050 CHAGRIN BLVD SUITE 100	AddressLine1Txt
City	PEPPER PIKE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44124	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	R CHAD BRENNER	PersonNm
Person Title	President	PersonTitleTxt
Signature	2022-05-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	R CHAD	PersonFirstNm
Person Last	BRENNER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL D MCPHILLIPS	PreparerPersonNm
PTIN	P00348803	PTIN
Phone	2162925555	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,084	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	$80,000	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$80,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$1,300	AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss	$60	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$60	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$60	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$1,360	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,360	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$1,360	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$75,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$75,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$76,360	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,360	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$1,360	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$75,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,640	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,444	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$6,084	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$6,084	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$2,444	TotalAssetsBOYAmt
Total Assets EOY	$6,084	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,084	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$2,444	CapitalStockBOYAmt
Capital Stock EOY	$6,084	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,444	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,084	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,444	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,084	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,444	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,640	ExcessRevenueOverExpensesAmt
Subtotal	$6,084	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$6,084	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	R CHAD BRENNER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2162925555	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	30050 CHAGRIN BLVD SUITE 100	AddressLine1Txt
City	PEPPER PIKE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44124	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
R CHAD BRENNER
30050 CHAGRIN BLVD STE 100	PEPPER PIKE	OH	44124	President	0.00	$0
CAROL BRENNER
30050 CHAGRIN BLVD STE 100	PEPPER PIKE	OH	44124	Secretary	0.00	$0
RONALD L GARMAN
30050 CHAGRIN BLVD STE 100	PEPPER PIKE	OH	44124	Trustee	0.00	$0
MICHAEL D MCPHILLIPS
30050 CHAGRIN BLVD STE 100	PEPPER PIKE	OH	44124	Trustee	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$9,696	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,696	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$9,696	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$145	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,551	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$478	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$478	MinimumInvestmentReturnAmt
Distributable Before Adj	$478	DistributableBeforeAdjAmt
Distributable Before Ded	$478	DistributableBeforeDedAmt
Distributable As Adjusted	$478	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$75,000	ExpensesAndContributionsAmt
Qualifying Distributions	$75,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$478	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$106,278	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$171,132	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$153,172	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$123,519	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$73,657	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$627,758	TotalExcessDistributionCyovAmt
Qualifying Distributions	$75,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$478	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$74,522	RemainingDistriFromCorpusAmt
Total Corpus	$702,280	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$106,278	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$596,002	ExcessDistriCyovToNextYrAmt
Excess From Year4	$171,132	ExcessFromYear4Amt
Excess From Year3	$153,172	ExcessFromYear3Amt
Excess From Year2	$123,519	ExcessFromYear2Amt
Excess From Year1	$73,657	ExcessFromYear1Amt
Excess From Current Year	$74,522	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	R CHAD BRENNER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVERSITY OF MIAMI
STANFORD DRIVE	CORAL GABLES	FL	33124	NONE	PC	GENERAL	$40,000
HEALTH NETWORK FOUNDATION
33 RIVER STREET	CHAGRIN FALLS	OH	44022	NONE	PC	GENERAL	$35,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$75,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	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	R CHAD BRENNER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	30050 CHAGRIN BLVD STE 100	AddressLine1Txt
City	PEPPER PIKE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44124	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$80,000	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	$1,300	Amt
Net Investment Income	$1,300	NetInvestmentIncomeAmt
Adjusted Net Income	$1,300	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK FEES	Desc
Revenue And Expenses Per Books	$60	RevenueAndExpensesPerBooksAmt
Net Investment Income	$60	NetInvestmentIncomeAmt
Adjusted Net Income	$60	AdjustedNetIncomeAmt

BRENNER FOUNDATION INC: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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