BREMER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BREMER FAMILY FOUNDATION (EIN 46-1358346)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-18
- IRS object ID
- 202241999349100719
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-18T14:13:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | BREMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY DELCOMYN-JAVARINIS | PreparerPersonNm |
| PTIN | P00430555 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2022-07-06 | PreparationDt |
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 | 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 | $1,420,616 | 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 | $360,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $308,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,653 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $433,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,519 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $997 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,220 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,997 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,844 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,901 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,456 | CashBOYAmt |
| Cash EOY | $255,533 | CashEOYAmt |
| Cash EOYFMV | $255,533 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $4,891 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $861,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $897,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,165,083 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $971,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,153,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,420,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $971,871 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,153,147 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $971,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,153,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $971,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,153,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $971,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,153,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,153,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,693 | $8,312 | $381 | $381 |
| PUBLICLY TRADED SECURITIES | $69,649 | $58,205 | $11,444 | $11,444 |
| PUBLICLY TRADED SECURITIES | $230,504 | $178,676 | $51,828 | $51,828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,653 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $293 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $293 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $293 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $293 | 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 | $36,000 | $0 | $0 |
| JENIFER PANKOW | ||||||||
| 81 TAHITI RD | MARCO ISLAND | FL | 34145 | DIRECTOR | 20.00 | $36,000 | $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 | $1,118,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,248,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,248,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,229,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $293 | TotalTaxAmt |
| Distributable Before Adj | $61,186 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,186 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,901 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $194,901 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $63,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $89,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,127 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,901 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $375,842 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $375,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $63,757 | ExcessFromYear3Amt |
| Excess From Year2 | $89,945 | ExcessFromYear2Amt |
| Excess From Year1 | $88,425 | ExcessFromYear1Amt |
| Excess From Current Year | $133,715 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOC | ||||||
| 14010 ROOSEVELT BLVD | CLEARWATER | FL | 33765 | PC | ALZHEIMERS RESEARCH | $800 |
| AVOW | ||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | PC | PROGRAM CONTRIBUTION | $200 |
| CHARITY NAVIGATOR | ||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | PC | RESEARCH AND DATA COLLECTION | $200 |
| CITIZENS AGAINST GOVERNMENT WASTE | ||||||
| 1100 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20036 | PC | PROGRAM CONTRIBUTION | $300 |
| CONSUMER REPORTS | ||||||
| PO BOX 2109 | HARLAN | IA | 51593 | PC | PROGRAM CONTRIBUTION | $40 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PC | PROGRAM CONTRIBUTION | $200 |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM (FAIR) | ||||||
| 25 MASSACHUSELLS AVENUE NW STE 330 | WASHINGTON | DC | 20001 | PC | COMMUNITY PROGRAMS | $300 |
| FL SHERIFFS ASSOCIATION | ||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | PC | CHILDCARE FOR LAW ENFORCEMENT | $200 |
| HABITAT FOR HUMANITY | ||||||
| 11145 TAMIAMI TRAIL EAST | NAPLES | FL | 34413 | PC | BUILDING HOMES | $1,000 |
| HARRY CHAPIN FOOD BANK | ||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33908 | PC | FOOD FOR AT RISK FAMILIES | $1,000 |
| HILLSDALE COLLEGE | ||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | PC | SCHOOL ACTIVITIES | $1,000 |
| ISLAND COUNTRY CLUB CHARITABLE | ||||||
| 500 NASSAU ROAD | MARCO ISLAND | FL | 34145 | PC | JOY OF GIVING FUNDRAISER | $1,000 |
| JUDICIAL WATCH | ||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20001 | PC | CONSERVATIVE ACTIVISM | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 200 S PARK RD | HOLLYWOOD | FL | 33021 | PC | ASSISTANCE FOR THE NEEDY | $150 |
| MARCO ISLAND ACADAMY | ||||||
| 2255 SAN MARCO ROAD | MARCO ISLAND | FL | 34145 | PC | EDUCATION | $5,000 |
| MARCO ISLAND HISTORICAL SOCIETY | ||||||
| 180 S HEATHWOOD DR | MARCO ISLAND | FL | 34145 | PC | COMMUNITY PROGRAMS | $5,000 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PC | CARE OF CHILDREN | $200 |
| NAPLES SENIOR CENTER | ||||||
| 5029 CASTELLO DR | NAPLES | FL | 34103 | PC | CARE/SERVICES FOR SENIORS | $67,500 |
| PRAGER UNIVERISTY FOUNDATION | ||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | PC | EDUCATION | $300 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 16100 ROSERUSH CT | FORT MYERS | FL | 33908 | PC | CARE FOR ILL CHILDREN | $200 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PC | CARE OF CHILDREN | $200 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | PC | CARE FOR ILL CHILDREN | $200 |
| ST MATTHEW'S HOUSE | ||||||
| 2001 AIRPORT RD S | NAPLES | FL | 34112 | PC | CARE FOR NEEDY FAMILIES | $400 |
| TUNNELS TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | COMMUNITY PROGRAMS | $400 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20001 | PC | MANDATE LEADERSHIP | $500 |
| THE HUMANE SOCIETY | ||||||
| 1255 23RD STREET NW 450 | WASHINGTON | DC | 20037 | PC | ANIMAL WELFARE | $200 |
| WGCU | ||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 33965 | PC | PROGRAM CONTRIBUTION | $300 |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | ||||||
| 1100 PINE RIDGE ROAD STE 200 | NAPLES | FL | 34108 | PC | CARE/SERVICES FOR SENIORS | $65,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,590 | 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 | $9,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,653 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,519 | 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 | $360,000 | 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 | $1,995 | Amt |
| Net Investment Income | $998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $997 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR CORE S&P MCP ETF (IJH) | $4,251 | $6,228 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $4,233 | $6,069 |
| ISHARES TR MIN VOL USA ETF (USMV) | $7,924 | $10,113 |
| ISHARES TR MSCI USA MMENTM | $10,538 | $10,909 |
| ISHARES TR CORE MSCI EAFE (IEFA) | $12,725 | $15,301 |
| ISHARES INCORPORATED CORE MSCI EMKT (IEMG) | $4,256 | $4,968 |
| ISHARES TR MSCI USA SMCP MN (SMMV) | $2,544 | $3,244 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) | $26,221 | $43,220 |
| VANGUARD MID CAP ETF | $7,501 | $7,898 |
| ALPHABET INCORPORATED CAP (GOOG) | $23,182 | $46,297 |
| AMETEK INCORPORATED (AME) | $12,393 | $19,997 |
| ARAMARK (ARMK) | $17,712 | $27,859 |
| AUTODESK INCORPORATED (ADSK) | $12,194 | $14,341 |
| BALL CORPORATION (BLL) | $11,889 | $15,211 |
| CDW CORPORATION (CDW) | $27,966 | $49,352 |
| COOPER COMPANIES INCORPORATED COM (COO) | $10,795 | $13,406 |
| DANAHER CORPORATION (DHR) | $12,243 | $21,386 |
| DIAGEO PLC SPON ADR (DEO) | $20,128 | $32,361 |
| FISERV INCORPORATED (FISV) | $37,682 | $38,921 |
| GARTNER | $20,942 | $37,444 |
| GLOBAL PMTS INCORPORATED (GPN) | $33,217 | $25,819 |
| GODADDY INCORPORATED CLASS (GDDY) | $25,970 | $25,713 |
| MARKEL CORPORATION (MKL) | $29,806 | $35,786 |
| MARTIN MARIETTA MATLS INCORPORATED (MLM) | $14,536 | $27,753 |
| NESTLE SA SPONSORED ADR (NSRGY) | $13,071 | $16,085 |
| OREILLY AUTOMOTIVE INCORPORATED (ORLY) | $19,592 | $31,780 |
| ROSS STORES INCORPORATED (ROST) | $23,149 | $29,827 |
| SHERWIN WILLIAMS COMPANY (SHW) | $18,762 | $32,751 |
| TJX COMPANIES INCORPORATED NEW (TJX) | $39,069 | $56,484 |
| TELEFLEX INCORPORATED (TFX) | $32,168 | $29,235 |
| THERMO FISHER SCIENTIFIC INCORPORATED (TMO) | $15,964 | $27,357 |
| TRANSUNION (TRU) | $19,080 | $24,309 |
| US BANCORP DEL COM NEW (USB) | $25,505 | $39,712 |
| VERISK ANALYTICS INCORPORATED (VRSK) | $13,074 | $16,926 |
| VISA INCORPORATED COM CLASS (V) | $21,377 | $23,405 |
| STERIS PLC SHS USD (STE) | $18,776 | $28,479 |
| WHITE MTNS INS GROUP LIMITED (WTM) | $51,422 | $61,848 |
| ISHARE TR US FIN SVC | $9,779 | $9,847 |
| SPDR HEALTH CARE | $30,664 | $32,546 |
| SPDR CONSUMER | $27,189 | $30,666 |
| SPDE ENERGY SELECT | $4,378 | $4,884 |
| SPDR FINANCIAL SELECT | $29,267 | $30,147 |
| SPDR INDUSTRIAL | $9,965 | $10,158 |
| SPDR TECHNOLOGY | $52,851 | $59,290 |
| SPDR COMMUNICATION | $31,664 | $29,751 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PREPAID COSTS | Desc |
| Revenue And Expenses Per Books | $4,889 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $10,987 | $10,987 | $0 |
| PAYROLL FEES | $2,380 | $1,190 | $1,190 |
| BUSINESS REGISTRATION | $61 | $31 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,689 | $2,845 | $2,844 |
| FOREIGN TAXES | $152 | $152 | $0 |
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