BREMER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BREMER FAMILY FOUNDATION (EIN 46-1358346)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-16
IRS object ID
201541979349100309
Schema version
2014v5.0
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)
Return2015-07-16T16:09:50-04:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204274015PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Maria P Hayes CPA & AssocBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15659 Strand Court Suite 104AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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

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
Signature2015-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIA P HAYESPreparerPersonNm
PTINP00366694PTIN
Phone2395966050PhoneNum
Preparation2015-07-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$204,138FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,498DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$2,500NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,515GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,500CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,998TotalRevAndExpnssAmt
Total Net Invst Incm$2,500TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$700LegalFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$700TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,200TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,798ExcessRevenueOverExpensesAmt
Net Investment Income$2,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,300CashBOYAmt
Cash EOY$5,239CashEOYAmt
Cash EOYFMV$5,239CashEOYFMVAmt
Corporate Stock BOY$194,040CorporateStockBOYAmt
Corporate Stock EOY$198,899CorporateStockEOYAmt
Corporate Stock EOYFMV$198,899CorporateStockEOYFMVAmt
Total Assets BOY$199,340TotalAssetsBOYAmt
Total Assets EOY$204,138TotalAssetsEOYAmt
Total Assets EOYFMV$204,138TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$199,340UnrestrictedBOYAmt
Unrestricted EOY$204,138UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$199,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$204,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$199,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$204,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$199,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,798ExcessRevenueOverExpensesAmt
Subtotal$204,138SubtotalAmt
Tot Net Ast Or Fund Balances EOY$204,138TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPM STOCKD2013-01-012014-12-31$3,515$997$2,518$2,518
JPM STOCKD2014-01-012014-12-31$6,000$6,018-$18-$18
FieldValueIRS element (for citing)
Capital Gain Net Income$2,500CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$18NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$50InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$50SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Tax Due$50TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
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

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

FieldValueIRS element (for citing)
PersonBRIAN BREMERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 CAPE MARCO DRIVE 1301AddressLine1Txt
CityMarco IslandCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34145ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NO ACTIVITIES FOR THIS YEARDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NO ADDITIONAL INVESTMENTS FOR THIS YEARDescription1Txt
Expenses1$0Expenses1Amt

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
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
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$0ExpensesAndContributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

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

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ISLAND COUNTRY CLUB CHARITABLE FND
500 NASSAU ROADMarco IslandFL34145JOY OF GIVING FUNDRAISER$1,500
HARRY CHAPIN FOOD BANK
3760 FOWLER STFort MyersFL33908FOOD FOR AT RISK FAMILIES$1,000
HABITAT FOR HUMANITY
11145 TAMIAMI TRAIL EASTNaplesFL34113BUILDING HOMES$2,500
RONALD MCDONALD HOUSE CHARITIES
16100 ROSERUSH CTFort MyersFL33908CARE FOR ILL CHILDREN$600
WOUNDED WARRIOR PROJECT
4899 BELLFORT RDJacksonvilleFL32256CARE FOR INJURED WARRIORS$500
ALZHEIMERS ASSOC
14010 ROOSEVELT BLVDClearwaterFL33765ALZHEIMERS RESEARCH$300
LEUKEMIA LYMPHOMA SOCIETY
200 S PARK ROADHollywoodFL33021RESEARCH$200
THE SALVATION ARMY
3180 ESTEY AVENaplesFL34101COMMUNITY PROGRAMS$1,000
MAKE A WISH FOUNDATION
P O BOX 97104WashingtonDC20090MAKE A WISH PROGRAM$400
FATHER FLANAGAN
P O BOX 6000Boys TownNE68010CHRISTMAS ACTIVITIES$400
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWashingtonDC20001MANDATE LEADERSHIP PROJECT$300
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWashingtonDC20001CONCERVATIVE ACTIVISM$300
JUDICIAL WATCH
425 THIRD ST SW SUITE 800WashingtonDC20024CONSERVATIVE ACTIVISM$300
WGCU
10501 FGCU BLVD SOUTHFort MyersFL33965CONTRIBUTION$300
THE USO
P O BOX 96860WashingtonDC20077MILITARY PROGRAM$300
AMERICAN RED CROSS
2610 NORTHBROOKE PLAZANaplesFL34119ASSISTANCE FOR THE NEEDY$300
WATER 1ST INTERNATIONAL
1904 3RD AVESeattleWA98101CONTRIBUTION$100
AMERICAN HEART ASSOC
11207 ROWE BLVDSaint PetersburgFL33716RESEARCH FOR HEART DISEASE$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONSDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$6,000UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$7,498UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$13,498UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,498TotalIncomeProducingActyAmt

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 BREMERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1980 CAPE MARCO DRIVE SUITE 1301AddressLine1Txt
CityMarco IslandCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34145ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonBRIAN BREMERPersonNm
Short ExplanationNONEShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$198,899EOYBookValueAmt
EOYFMV$198,899EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$700LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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