BREMER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BREMER FAMILY FOUNDATION (EIN 46-1358346)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202031679349100913
- Schema version
- 2019v5.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-15T12:59:21-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY DELCOMYN-JAVARINIS | PreparerPersonNm |
| PTIN | P00430555 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2020-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $998,176 | 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 | $120,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,078 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,000 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,733 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,890 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $843 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,430 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,800 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,053 | CashBOYAmt |
| Cash EOY | $44,082 | CashEOYAmt |
| Cash EOYFMV | $44,082 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $5,541 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,891 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,891 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $950,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $890,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $949,203 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $990,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $939,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $998,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $990,666 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $939,707 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $990,666 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $939,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $990,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $939,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $990,666 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $939,707 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $939,707 | 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 | $184,773 | GrossSalesPriceAmt |
| Cost Or Other Basis | $181,546 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,227 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,227 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,227 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $596,403 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,895 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $301,113 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.225480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,800 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.359441 | TotalDistributionRt |
| Average Distribution | 0.089860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $915,453 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,263 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,263 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,718 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| 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 | $6,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,880 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $6,880 | RefundAmt |
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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | $36,000 | $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 | $893,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $929,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $929,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $915,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,773 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $45,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,773 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,718 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $63,757 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,773 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,702 | 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 | $153,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $63,757 | ExcessFromYear1Amt |
| Excess From Current Year | $89,945 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 | $200 |
| BOY'S TOWN | ||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | PC | ASSISTANCE FOR NEEDY BOYS | $100 |
| CITIZENS AGAINST GOVERNMENT WASTE | ||||||
| 1100 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20036 | PC | PROGRAM CONTRIBUTION | $250 |
| 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 | $1,500 |
| 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 | $550 |
| 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 |
| NAPLES SENIOR CENTER | ||||||
| 5029 CASTELLO DR | NAPLES | FL | 34103 | PC | CARE/SERVICES FOR SENIORS | $32,500 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 16100 ROSERUSH CT | FORT MYERS | FL | 33908 | PC | CARE FOR ILL CHILDREN | $250 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20001 | PC | MANDATE LEADERSHIP | $200 |
| 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 | $450 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELLFORT ROAD | JACKSONVILLE | FL | 32256 | PC | CARE FOR INJURED WARRIORS | $200 |
| AVOW | ||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | PC | PROGRAM CONTRIBUTION | $250 |
| BEAR NECESSITIES PEDIATRIC | ||||||
| 55 W WACKER DR STE 1100 | CHICAGO | IL | 60601 | PC | PROGRAM CONTRIBUTION | $100 |
| CATO INSTITUDE | ||||||
| 2481 NE 10TH CT | HOMESTEAD | FL | 33033 | PC | ASSISTANCE FOR THE NEEDY | $200 |
| COMMNUITY FOUNDATION OF COLLICER COUNTY | ||||||
| 1100 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | PC | CARE/SERVICES FOR SENIORS | $50,000 |
| CONSUMER REPORTS | ||||||
| PO BOX 2109 | HARLAN | IA | 51593 | PC | PROGRAM CONTRIBUTION | $45 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 200 S PARK RD | HOLLYWOOD | FL | 33021 | PC | ASSISTANCE FOR THE NEEDY | $100 |
| MARCO PRESBYTERIAN CHURCH | ||||||
| 875 W ELKCAM CIR | MARCO ISLAND | FL | 34145 | PC | FOOD FOR AT RISK FAMILIES | $600 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | PC | CARE FOR ILL CHILDREN | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,045 | 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 | $21,851 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,078 | 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 | $120,000 | 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 | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IQ HEDGE MULTI-STRATEGY TRACKER ETF (QAI) | $46,730 | $47,001 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $82,780 | $84,798 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $75,435 | $72,866 |
| ISHARES TR MIN VOL USA ETF (USMV) | $57,416 | $67,174 |
| ISHARES TR CORE MSCI EAFE (IEFA) | $185,357 | $189,848 |
| ISHARES INCORPORATED CORE MSCI EMKT (IEMG) | $47,871 | $49,352 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) | $328,884 | $370,933 |
| SPDE S&P DIVIDEND ETF (SDY) | $66,261 | $67,231 |
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 Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $9,047 | $9,047 | $0 |
| PAYROLL FEES | $1,686 | $843 | $843 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $7,968 | $0 | $0 |
| PAYROLL TAXES | $9,600 | $4,800 | $4,800 |
| FOREIGN TAXES | $630 | $630 | $0 |
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