BREMER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BREMER FAMILY FOUNDATION (EIN 46-1358346)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-22
- IRS object ID
- 202112039349100401
- Schema version
- 2020v4.1
- 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
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-22T07:20:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-07-13 | 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 | 2021-07-13 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,132,670 | 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 | $12,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $799,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,312 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $800 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $216,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,443 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,221 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,222 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,444 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,222 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,222 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $561 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $281 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $280 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,161 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,947 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,214 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,259 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,984 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,770 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,191 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,770 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,082 | CashBOYAmt |
| Cash EOY | $105,455 | CashEOYAmt |
| Cash EOYFMV | $105,455 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $4,891 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,891 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,891 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $890,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $861,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,022,324 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $939,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,132,670 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $939,707 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $971,871 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $939,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $971,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $939,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $939,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $971,871 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $971,871 | 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 | $799,910 | GrossSalesPriceAmt |
| Cost Or Other Basis | $796,598 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,312 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,312 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,312 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | 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 (4 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 B FISHER | ||||||||
| 240 WATERSIDE CIRCLE 202 | MARCO ISLAND | FL | 34145 | DIRECTOR | 20.00 | $36,443 | $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 | $869,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $913,643 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $913,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $899,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,997 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $44,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,422 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $133,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $63,757 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,425 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $242,127 | 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 | $242,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $63,757 | ExcessFromYear2Amt |
| Excess From Year1 | $89,945 | ExcessFromYear1Amt |
| Excess From Current Year | $88,425 | 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 (31 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 |
| AMERICAN LEGION | ||||||
| PO BOX 361656 | INDIANAPOLIS | IN | 46236 | PC | PROGRAM CONTRIBUTION | $300 |
| BEAR NECESSITIES PEDIATRIC | ||||||
| 55 W WACKER DR STE 1100 | CHICAGO | IL | 60601 | PC | PROGRAM CONTRIBUTION | $100 |
| BOY'S TOWN | ||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | PC | ASSISTANCE FOR NEEDY BOYS | $100 |
| CATO INSTITUDE | ||||||
| 2481 NE 10TH CT | HOMESTEAD | FL | 33033 | PC | ASSISTANCE FOR THE NEEDY | $250 |
| CITIZENS AGAINST GOVERNMENT WASTE | ||||||
| 1100 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20036 | PC | PROGRAM CONTRIBUTION | $200 |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM (FAIR) | ||||||
| 25 MASSACHUSELLS AVENUE NW STE 330 | WASHINGTON | DC | 20001 | PC | COMMUNITY PROGRAMS | $200 |
| CONSUMER REPORTS | ||||||
| PO BOX 2109 | HARLAN | IA | 51593 | PC | PROGRAM CONTRIBUTION | $30 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PC | PROGRAM CONTRIBUTION | $200 |
| HABITAT FOR HUMMANITY | ||||||
| 11145 TAMIAMI TRAIL EAST | NAPLES | FL | 34413 | PC | BUILDING HOMES | $1,000 |
| SOCIETY OF THE LITTLE FLOWER | ||||||
| 1313 N FRONTAGE RD | DARIEN | IL | 60561 | PC | PROGRAM CONTRIBUTION | $30 |
| HILLSDALE COLLEGE | ||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | PC | SCHOOL ACTIVITIES | $500 |
| ISLAND COUNTRY CLUB CHARITABLE | ||||||
| 500 NASSAU ROAD | MARCO ISLAND | FL | 34145 | PC | JOY OF GIVING FUNDRAISER | $1,500 |
| 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 | $100 |
| MISERICORDIA HEART OF MERCY | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | FOOD FOR AT RISK FAMILIES | $100 |
| NAPLES SENIOR CENTER | ||||||
| 5029 CASTELLO DR | NAPLES | FL | 34103 | PC | CARE/SERVICES FOR SENIORS | $52,500 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 16100 ROSERUSH CT | FORT MYERS | FL | 33908 | PC | CARE FOR ILL CHILDREN | $250 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | PC | CARE FOR ILL CHILDREN | $200 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20001 | PC | MANDATE LEADERSHIP | $300 |
| THE SALVATION ARMY | ||||||
| 3180 ESTEY AVE | NAPLES | FL | 34101 | PC | COMMUNITY PROGRAMS | $800 |
| TIN CAN SAILORS INC | ||||||
| PO BOX 100 | SOMERSET | MA | 02726 | PC | HISTORIC PRESERVATION | $50 |
| WGCU | ||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 33965 | PC | PROGRAM CONTRIBUTION | $250 |
| CHARITY NAVIGATOR | ||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | PC | RESEARCH AND DATA COLLECTION | $100 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PC | CARE OF CHILDREN | $100 |
| FL SHERIFFS ASSOCIATION | ||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | PC | CHILDCARE FOR LAW ENFORCEMENT | $100 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PC | CARE OF CHILDREN | $200 |
| COMMNUITY FOUNDATION OF COLLICER COUNTY | ||||||
| 1100 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | PC | CARE/SERVICES FOR SENIORS | $30,000 |
| MUTTS WITH A MISSION | ||||||
| PO BOX 4147 | SUFFOLK | VA | 23439 | PC | ANIMAL HEALTHCARE FOR VETERANS | $100 |
| ST MATTHEW'S HOUSE | ||||||
| 2001 AIRPORT RD S | NAPLES | FL | 34112 | PC | CARE FOR NEEDY FAMILIES | $200 |
| VIETNAM VETERAN MEMORIAL FUND (VVMF) | ||||||
| 1235 S CLARK ST STE 910 | ARLINGTON | VA | 22202 | PC | PROGRAM CONTRIBUTION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,660 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,243 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 05 | ExclusionCd |
| Exclusion | $800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,355 | 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 | $1,680 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $840 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IQ HEDGE MULTI-STRATEGY TRACKER ETF (QAI) | $6,756 | $7,057 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $26,806 | $31,257 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $21,641 | $22,883 |
| ISHARES TR MIN VOL USA ETF (USMV) | $20,302 | $22,265 |
| ISHARES TR CORE MSCI EAFE (IEFA) | $34,886 | $38,829 |
| ISHARES INCORPORATED CORE MSCI EMKT (IEMG) | $11,096 | $13,711 |
| ISHARES TR MSCI USA SMCP MN (SMMV) | $7,297 | $8,066 |
| SPDR S&P DIVIDEND ETF (SDY) | $18,553 | $18,538 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) | $76,281 | $98,983 |
| ALPHABET INCORPORATED CAP (GOOG) | $23,183 | $28,030 |
| AMETEK INCORPORATED (AME) | $12,393 | $16,448 |
| ARAMARK (ARMK) | $17,711 | $29,091 |
| AUTODESK INCORPORATED (ADSK) | $12,194 | $15,572 |
| BALL CORPORATION (BLL) | $11,888 | $14,722 |
| CDW CORPORATION (CDW) | $27,695 | $31,498 |
| COOPER COMPANIES INCORPORATED COM (COO) | $24,787 | $29,066 |
| DANAHER CORPORATION (DHR) | $12,243 | $14,439 |
| DENTSPLY SIRONA (XRAY) | $17,219 | $20,211 |
| DIAGEO PLC SPON ADR (DEO) | $20,127 | $23,345 |
| FIDELITY NATL INFORMATION SVCS (FIS) | $16,167 | $16,268 |
| FISERV INCORPORATED (FISV) | $37,682 | $42,698 |
| GLOBAL PMTS INCORPORATED (GPN) | $33,218 | $41,145 |
| GODADDY INCORPORATED CLASS (GDDY) | $23,090 | $22,231 |
| MARKEL CORPORATION (MKL) | $13,171 | $14,466 |
| MARTIN MARIETTA MATLS INCORPORATED (MLM) | $13,304 | $16,754 |
| NESTLE SA SPONSORED ADR (NSRGY) | $13,071 | $13,564 |
| OREILLY AUTOMOTIVE INCORPORATED (ORLY) | $19,592 | $20,366 |
| ROSS STORES INCORPORATED (ROST) | $23,149 | $32,053 |
| SHERWIN WILLIAMS COMPANY (SHW) | $18,762 | $22,782 |
| TJX COMPANIES INCORPORATED NEW (TJX) | $39,070 | $50,808 |
| TELEFLEX INCORPORATED (TFX) | $32,167 | $36,630 |
| THERMO FISHER SCIENTIFIC INCORPORATED (TMO) | $26,790 | $33,070 |
| TRANSUNION (TRU) | $19,080 | $20,340 |
| US BANCORP DEL COM NEW (USB) | $25,505 | $32,939 |
| VERISK ANALYTICS INCORPORATED (VRSK) | $13,074 | $15,362 |
| VISA INCORPORATED COM CLASS (V) | $21,376 | $23,623 |
| STERIS PLC SHS USD (STE) | $18,776 | $22,176 |
| WHITE MTNS INS GROUP LIMITED (WTM) | $51,423 | $61,038 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $561 | LegalFeesAmt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $280 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $800 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $8,733 | $8,733 | $0 |
| PAYROLL FEES | $2,428 | $1,214 | $1,214 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,967 | $2,984 | $2,984 |
| FOREIGN TAXES | $275 | $275 | $0 |
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