BREMER FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BREMER FAMILY FOUNDATION (EIN 46-1358346)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-27
IRS object ID
201731789349100113
Schema version
2016v3.0
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)
Return2017-06-27T16:46:10-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650891312PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOEL S MILLER CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 11TH ST S STE 202AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP341026777ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461358346EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BREMER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBREMBusinessNameControlTxt
Phone2393946535PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 CAPE MARCO DRIVE 1301AddressLine1Txt
CityMARCO ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34145ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN BREMERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2393946535PhoneNum
Signature2017-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL S MILLER CPAPreparerPersonNm
PTINP00855314PTIN
Phone2394351040PhoneNum
Preparation2017-06-23PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdCC2BCD0A705382137D17EF27BC3549E788C29080AtSubmissionCreationDeviceId
At Submission Filing Device IdCC2BCD0A705382137D17EF27BC3549E788C29080AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$216,040FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,905DividendsRevAndExpnssAmt
Dividends Adj Net Incm$3,905DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$782NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,798GrossSalesPriceAmt
Total Rev And Expnss$14,688TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$3,906TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$951OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$951TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,751TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,937ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$3,906AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,638CashBOYAmt
Cash EOY$8,879CashEOYAmt
Cash EOYFMV$8,879CashEOYFMVAmt
Corporate Stock BOY$196,217CorporateStockBOYAmt
Corporate Stock EOY$203,722CorporateStockEOYAmt
Corporate Stock EOYFMV$207,161CorporateStockEOYFMVAmt
Total Assets BOY$202,855TotalAssetsBOYAmt
Total Assets EOY$212,601TotalAssetsEOYAmt
Total Assets EOYFMV$216,040TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$202,855UnrestrictedBOYAmt
Unrestricted EOY$212,601UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$202,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$212,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$202,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$212,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$202,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,937ExcessRevenueOverExpensesAmt
Other Increases$6,809OtherIncreasesAmt
Subtotal$212,601SubtotalAmt
Tot Net Ast Or Fund Balances EOY$212,601TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRIAN BREMERIndividualWithBooksNm
Phone2393946535PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1980 CAPE MARCO DRIVE 1301AddressLine1Txt
CityMARCO ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34145ZIPCd
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
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN BREMER
980 CAPE MARCO DRIVE 1301MARCO ISLANDFL34145DIRECTOR000.00$0$0$0
SARAH PIERCY
3400 TAMIAMI TRAIL N 203NAPLESFL34103DIRECTOR000.00$0$0$0
JEFFREY M JANEIRO
3400 TAMIAMI TRIAL N 203NAPLESFL34103DIRECTOR000.00$0$0$0
BRIANNE B FISHER
240 WATERSIDE CIRCLE 202MARCO ISLANDFL34145DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONSDescription1Txt
Expenses1$951Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,800ExpensesAndContributionsAmt
Qualifying Distributions$10,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$10,800QualifyingDistributionsAmt
Remaining Distri From Corpus$10,800RemainingDistriFromCorpusAmt
Total Corpus$10,800TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$10,800CurrentYearAmt
Year1$10,700Year1Amt
Total$21,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$10,800CurrentYearAmt
Year1$10,700Year1Amt
Total$21,500TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOC
14010 ROOSEVELT BLVDCLEARWATERFL33765ALZHEIMERS RESEARCH$1,000
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE 900ARLINGTONVA22202RESEARCH$200
AMERICAN LEGION
PO BOX 361656INDIANAPOLISIN46236PROGRAM CONTRIBUTION$200
AMERICAN RED CROSS
2610 NORTHBROOKE PLAZANAPLESFL34119ASSISTANCE FOR THE NEEDY$500
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001CONCERVATIVE ACTIVISM$200
DISABLED AMERICAN VETERANS
PO BOX 14301CINCINNATIOH45250PROGRAM CONTRIBUTION$100
FATHER FLANAGAN
PO BOX 6000BOYS TOWNNE68010CHRISTMAS ACTIVITIES$200
HABITAT FOR HUMANITY
11145 TAMIAMI TRAIL EASTNAPLESFL34113BUILDING HOMES$2,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STREETFORT MYERSFL33908FOOD FOR AT RISK FAMILIES$1,000
ISLAND COUNTRY CLUB CHARITABLE
500 NASSAU ROADMARCO ISLANDFL34145JOY OF GIVING FUNDRAISER$1,500
JUDICIAL WATCH
425 3RD ST SW STE 800WASHINGTONDC20024CONSERVATIVE ADTIVISM$1,000
LEUKEMIA & LYMPHOMA SOCIETY
200 S PARK ROADHOLLYWOODFL33021RESEARCH$200
RONALD MCDONALD HOUSE CHARITIES
16100 ROSERUSH CTFORT MYERSFL33908CARE FOR ILL CHILDREN$400
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20001MANDATE LEADERSHIP$200
THE HUMANE SOCIETY
1255 23RD STREET NW 450WASHINTONDC20037ANIMAL WELFARE$200
THE SALVATION ARMY
3180 ESTEY AVENAPLESFL34101COMMUNITY PROGRAMS$1,000
THE USO
PO BOX 96860WASHINGTONDC20077MILITARY PROGRAM$100
TIN CAN SAILORS INC
PO BOX 100SOMERSETMA02726HISTORIC PRESERVATION$200
WGCU
10501 FGCU BLVD SOUTHFORT MYERSFL33965PROGRAM CONTRIBUTION$400
WOUNDED WARRIOR PROJECT
4899 BELLFORT ROADJACKSONVILLEFL32256CARE FOR INJURED WARRIORS$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$3,905UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$782RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,906UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$782RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,688TotalIncomeProducingActyAmt

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 PersonBRIAN MERRY BREMERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1980 CAPE MARCO DRIVE 1301AddressLine1Txt
CityMARCO ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34145ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
JPMORGAN INCOME BUILDERPURCHASE2016-07$4,191$4,061$130
JPMORGAN INVESTOR GROWTHPURCHASE2016-07$5,965$5,808$157
JPMORGAN INCOME BUILDERPURCHASE2016-07$95,386$97,147-$1,761
CAPITAL GAINS DISTRIBUTIONSPURCHASE2020-12$2,256$2,256

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$203,722EOYBookValueAmt
EOYFMV$207,161EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INVESTMENT ADVISORY FEES$951

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION IN SECURITIESDesc
Amt$6,809Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.