BREMER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BREMER FAMILY FOUNDATION (EIN 46-1358346)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-23
- IRS object ID
- 201912669349100306
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-23T12:56:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746479 | 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 | 2018-01-01 | 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 | 2019-09-23 | 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 | 2019-09-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-23 | IPDt |
| IP Tm | 12:12:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FBEFE20CA9FBCE9975C8DD0893E71CECAC97200 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 719E7CDDACB6E07C223B30F026158B37A0449F7B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $868,421 | 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 | $707,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,044,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $694,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $747,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $707,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,500 | 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 | $720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,312 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,744 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,454 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,147 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,949 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,736 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $637,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $684,124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,490 | CashBOYAmt |
| Cash EOY | $35,053 | CashEOYAmt |
| Cash EOYFMV | $35,053 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $5,541 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,541 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $354,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $950,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $827,827 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $357,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $990,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $868,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $357,644 | UnrestrictedBOYAmt |
| Unrestricted EOY | $990,666 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $357,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $990,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $357,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $990,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $357,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $637,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $994,889 | SubtotalAmt |
| Other Decreases | $4,223 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $990,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,043,327 | $349,206 | $694,121 | $694,121 | |
| CAPITAL GAINS DIVIDENDS | $809 | $809 | $809 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $694,930 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $301,113 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.225480 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,800 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 0.225480 | TotalDistributionRt |
| Average Distribution | 0.075160 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $596,403 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,826 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,841 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,667 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,736 | 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 | $6,841 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,841 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $6,846 | 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 | 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 | $15,000 | $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 | $584,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $605,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $605,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $596,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,841 | TotalTaxAmt |
| Distributable Before Adj | $22,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,736 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,736 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,841 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,895 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,736 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,757 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,757 | 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 | $63,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $63,757 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 |
| AMERICAN RED CROSS | ||||||
| 2610 NORTHBROOKE PLAZA | NAPLES | FL | 34119 | PC | ASSISTANCE FOR THE NEEDY | $300 |
| BOY'S TOWN | ||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | PC | ASSISTANCE FOR NEEDY BOYS | $100 |
| 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 | $1,200 |
| 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 | $400 |
| ISLAND COUNTRY CLUB CHARITABLE | ||||||
| 500 NASSAU ROAD | MARCO ISLAND | FL | 34145 | PC | JOY OF GIVING FUNDRAISER | $1,500 |
| NAPLES SENIOR CENTER | ||||||
| 5029 CASTELLO DR | NAPLES | FL | 34103 | PC | CARE/SERVICES FOR SENIORS | $58,800 |
| JUDICIAL WATCH | ||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20001 | PC | CONSERVATIVE ACTIVISM | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 16100 ROSERUSH CT | FORT MYERS | FL | 33908 | PC | CARE FOR ILL CHILDREN | $200 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20001 | PC | MANDATE LEADERSHIP | $300 |
| THE HUMANE SOCIETY | ||||||
| 1255 23RD STREET NW 450 | WASHINGTON | DC | 20037 | PC | ANIMAL WELFARE | $50 |
| 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 | $400 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELLFORT ROAD | JACKSONVILLE | FL | 32256 | PC | CARE FOR INJURED WARRIORS | $200 |
| THE SALVATION ARMY | ||||||
| 3180 ESTEY AVE | NAPLES | FL | 34101 | PC | COMMUNITY PROGRAMS | $800 |
| CITIZENS AGAINST GOVERNMENT WASTE | ||||||
| 1100 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20036 | PC | PROGRAM CONTRIBUTION | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,550 | 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 | $12,151 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,681 | 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 | $707,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 HOME DEPOT & 2000 THERMO SCIENTIFIC STOCK | NoncashPropertyDesc |
| Fair Market Value | $667,400 | FairMarketValueAmt |
| Received | 2018-07-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $720 | Amt |
| Net Investment Income | $360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $360 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IQ HEDGE MULTI-STRATEGY TRACKER ETF (QAI) | $48,766 | $46,006 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $83,976 | $69,413 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $71,469 | $56,773 |
| ISHARES TR MIN VOL USA ETF (USMV) | $37,973 | $35,841 |
| ISHARES TR CORE MSCI EAFE (IEFA) | $245,949 | $212,190 |
| ISHARES INCORPORATED CORE MSCI EMKT (IEMG) | $51,172 | $46,113 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) | $410,767 | $361,491 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT OF SECURITIES FROM FMV TO HISTORICAL COST BASIS | $3,423 |
| ADJUSTMENT FOR PRIOR PERIOD CONTRIBUTION | $800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,949 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,949 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $5,412 | $5,412 | $0 |
| PAYROLL FEES | $900 | $450 | $450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $143 | $0 | $0 |
| PAYROLL TAXES | $2,295 | $1,148 | $1,147 |
| FOREIGN TAXES | $306 | $306 | $0 |
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