BETA

BRENNER FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BRENNER FOUNDATION INC (EIN 34-1862879)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-20
IRS object ID
202011419349101411
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-20T14:04:25-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475482761PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foerster & Hayes LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18225 BRECKSVILLE RD STE 3AddressLine1Txt
CityBRECKSVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP441411362ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341862879EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRENNER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRENBusinessNameControlTxt
Phone2162925555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130050 CHAGRIN BLVD SUITE 100AddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR CHAD BRENNERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL D MCPHILLIPSPreparerPersonNm
PTINP00348803PTIN
Phone2162925555PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$44,984FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$120,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1DividendsAdjNetIncmAmt
Total Rev And Expnss$120,001TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,100AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50TaxesNetInvstIncmAmt
Taxes Adj Net Incm$50TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$36OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,186TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,186TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,186TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$126,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$126,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$127,186TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,186TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,186TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$126,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,185ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,009SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,009SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$29,560CorporateStockBOYAmt
Corporate Stock EOY$29,560CorporateStockEOYAmt
Corporate Stock EOYFMV$33,975CorporateStockEOYFMVAmt
Total Assets BOY$47,754TotalAssetsBOYAmt
Total Assets EOY$40,569TotalAssetsEOYAmt
Total Assets EOYFMV$44,984TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$47,754CapitalStockBOYAmt
Capital Stock EOY$40,569CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$47,754TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,569TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,754TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,569TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,754TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,185ExcessRevenueOverExpensesAmt
Subtotal$40,569SubtotalAmt
Tot Net Ast Or Fund Balances EOY$40,569TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$155,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$36,557NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.23995DistributionYr1Rt
Adjusted Qlfy Distri Yr2$175,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$77,531NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.25716DistributionYr2Rt
Adjusted Qlfy Distri Yr3$109,965AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$75,131NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.46364DistributionYr3Rt
Adjusted Qlfy Distri Yr4$119,944AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$123,763NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.96914DistributionYr4Rt
Adjusted Qlfy Distri Yr5$69,949AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$130,506NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.53598DistributionYr5Rt
Total Distribution9.465886TotalDistributionRt
Average Distribution1.893177AverageDistributionRt
Net Vl Noncharitable Assets$49,627NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,953AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$93,953AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$126,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1R CHAD BRENNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2162925555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130050 CHAGRIN BLVD SUITE 100AddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
R CHAD BRENNER
30050 CHAGRIN BLVD STE 100PEPPER PIKEOH44124President0.00$0
CAROL BRENNER
30050 CHAGRIN BLVD STE 100PEPPER PIKEOH44124Secretary0.00$0
RONALD L GARMAN
30050 CHAGRIN BLVD STE 100PEPPER PIKEOH44124Trustee0.00$0
MICHAEL D MCPHILLIPS
30050 CHAGRIN BLVD STE 100PEPPER PIKEOH44124Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,391AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,992AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,383TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$50,383AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$756CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,627NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,481MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,481MinimumInvestmentReturnAmt
Distributable Before Adj$2,481DistributableBeforeAdjAmt
Distributable Before Ded$2,481DistributableBeforeDedAmt
Distributable As Adjusted$2,481DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,000ExpensesAndContributionsAmt
Qualifying Distributions$126,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$126,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,481DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$63,526ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$113,868ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$106,278ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$171,132ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$153,172ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$607,976TotalExcessDistributionCyovAmt
Qualifying Distributions$126,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,481AppliedToCurrentYearAmt
Remaining Distri From Corpus$123,519RemainingDistriFromCorpusAmt
Total Corpus$731,495TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$63,526ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$667,969ExcessDistriCyovToNextYrAmt
Excess From Year4$113,868ExcessFromYear4Amt
Excess From Year3$106,278ExcessFromYear3Amt
Excess From Year2$171,132ExcessFromYear2Amt
Excess From Year1$153,172ExcessFromYear1Amt
Excess From Current Year$123,519ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR CHAD BRENNERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MIAMI UNIVERSITY
725 EAST CHESTNUT STREETOXFORDOH45056NONEPCGENERAL$50,000
UNIVERSITY OF MIAMI
STANFORD DRIVECORAL GABLESFL33124NONEPCGENERAL$40,000
HEALTH NETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022NONEPCGENERAL$35,000
EDENTON STEAMERS
PO BOX 86EDENTONNC27932NONEPCGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$126,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonR CHAD BRENNERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line130050 CHAGRIN BLVD STE 100AddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Total Contributions$120,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Adjusted Net Income$1,100AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$36RevenueAndExpensesPerBooksAmt
Net Investment Income$36NetInvestmentIncomeAmt
Adjusted Net Income$36AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOHIO REGISTRATIONCategoryTxt
Amt$50Amt
Net Investment Income$50NetInvestmentIncomeAmt
Adjusted Net Income$50AdjustedNetIncomeAmt

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