BREMER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BREMER FAMILY FOUNDATION (EIN 46-1358346)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349100723
- Schema version
- 2025v4.1
- 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
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T07:08:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 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 | 2026-04-24 | 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 | 2026-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,781,236 | 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 | $150,463 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $676,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,369 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $248,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,011 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,506 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,506 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,204 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,602 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,602 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,556 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,537 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,896 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,754 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,335 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,335 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,447 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,742 | CashBOYAmt |
| Cash EOY | $220,038 | CashEOYAmt |
| Cash EOYFMV | $220,038 | CashEOYFMVAmt |
| US Government Obligations BOY | $21,952 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,364 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,281 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,088,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,172,789 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,541,917 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,359,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,412,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,781,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,359,821 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,412,191 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,359,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,412,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,359,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,412,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,359,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,412,191 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,412,191 | 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 | $676,506 | GrossSalesPriceAmt |
| Cost Or Other Basis | $598,137 | CostOrOtherBasisAmt |
| Gain Or Loss | $78,369 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $78,369 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,460 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $938 | OverpaymentAmt |
| Applied To ES Tax | $938 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 BREMER-KENNISH | ||||||||
| 240 WATERSIDE CIRCLE 202 | MARCO ISLAND | FL | 34145 | DIRECTOR | 20.00 | $36,000 | $0 | $0 |
| JENIFER PANKOW | ||||||||
| 81 TAHITI RD | MARCO ISLAND | FL | 34145 | DIRECTOR | 20.00 | $36,000 | $0 | $0 |
| MARSHA WERNER | ||||||||
| 425 N MARTINGALE RD SUITE 760 | SCHAUMBURG | IL | 60173 | DIRECTOR | 1.00 | $0 | $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 | $1,441,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,579,756 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,579,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,556,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $522 | TotalTaxAmt |
| Distributable Before Adj | $77,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,281 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,715 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,732 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $382,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,478 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $438,928 | 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 | $88,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $350,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,715 | ExcessFromYear4Amt |
| Excess From Year3 | $87,544 | ExcessFromYear3Amt |
| Excess From Year2 | $33,732 | ExcessFromYear2Amt |
| Excess From Year1 | $39,034 | ExcessFromYear1Amt |
| Excess From Current Year | $56,478 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN BREMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TIN CAN SAILORS INC | ||||||||
| PO BOX 100 | SOMERSET | MA | 02726 | N/A | PC | HISTORIC PRESERVATION | $100 | |
| CONSUMER REPORTS | ||||||||
| PO BOX 2109 | HARLAN | IA | 51593 | N/A | PC | PROGRAM CONTRIBUTION | $75 | |
| TPUSA | ||||||||
| 217 1/2 E ILLINOIS ST | LEMONT | IL | 60439 | N/A | PC | PROGRAM CONTRIBUTION | $500 | |
| BAKER SENIOR CENTER NAPLES | ||||||||
| 6200 AUTUMN OAKS LN | NAPLES | FL | 34119 | N/A | PC | PROGRAM CONTRIBUTION | $75,000 | |
| MARCO ISLAND HISTORICAL SOCIETY | ||||||||
| 180 S HEATHWOOD DR | MARCO ISLAND | FL | 34145 | N/A | PC | COMMUNITY PROGRAMS | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 11145 TAMIAMI TRAIL EAST | NAPLES | FL | 34413 | N/A | PC | BUILDING HOMES | $800 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | N/A | PC | EDUCATION | $200 | |
| MISERICORDIA FOUNDATION | ||||||||
| 106 N DUVAL ST | TALLAHASSEE | FL | 32301 | N/A | PC | ADVOCACY ON GOOD PUBLIC POLICY | $200 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | LIBERTY AND FREEDOM | $250 | |
| FL SHERIFFS ASSOCIATION | ||||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | N/A | PC | CHILDCARE FOR LAW ENFORCEMENT | $100 | |
| BEAR NECESSITIES PEDIATRIC | ||||||||
| 55 W WACKER DR STE 1100 | CHICAGO | IL | 60601 | N/A | PC | PROGRAM CONTRIBUTION | $600 | |
| MARCO DEMENTIA RESPITE | ||||||||
| PO BOX 813 | MARCO ISLAND | FL | 34146 | N/A | PC | NEEDS AND CARE OF SENIORS | $1,200 | |
| MARINE CORPS HERITAGE FOUNDATION | ||||||||
| 1775 SEMPER FIDELIS WY | TRIANGLE | VA | 22172 | N/A | PC | PROGRAM CONTRIBUTION | $300 | |
| WGCU | ||||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 33965 | N/A | PC | PROGRAM CONTRIBUTION | $120 | |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM (FAIR) | ||||||||
| 25 MASSACHUSETTS AVENUE NW STE 330 | WASHINGTON | DC | 20001 | N/A | PC | COMMUNITY PROGRAMS | $500 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | CARE OF CHILDREN | $290 | |
| CHARITY NAVIGATOR | ||||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 74520 | N/A | PC | RESEARCH AND DATA COLLECTION | $200 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20001 | N/A | PC | CONSERVATIVE ACTIVISM | $700 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | PROGRAM CONTRIBUTION | $500 | |
| THE SALVATION ARMY | ||||||||
| 3180 ESTEY AVE | NAPLES | FL | 34101 | N/A | PC | COMMUNITY PROGRAMS | $600 | |
| CO2 COALITION | ||||||||
| 1621 N KENT ST | ARLINGTON | VA | 22209 | N/A | PC | RESEARCH/EDUCATION ON CO2 BENEFIT | $500 | |
| VETERANS OF FOREIGN WARS (VFW) | ||||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | N/A | PC | PROGRAM CONTRIBUTION | $100 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 2451 CRYSTAL DR | ARLINGTON | VA | 22202 | N/A | PC | PROGRAM CONTRIBUTION | $400 | |
| BOY'S TOWN | ||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | N/A | PC | ASSISTANCE FOR NEEDY BOYS | $200 | |
| DUCKS UNLIMITED | ||||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38420 | N/A | PC | CONSERVATION | $200 | |
| ST JOSEPH'S INDIAN SCHOOL | ||||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | N/A | PC | PROGRAM CONTRIBUTION | $200 | |
| TUNNELS TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | COMMUNITY PROGRAMS | $1,000 | |
| AVOW | ||||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | N/A | PC | PROGRAM CONTRIBUTION | $200 | |
| PATTY BAKER HUMANE SOCIETY OF NAPLES | ||||||||
| 330 AIRPORT PULLING RD | NAPLES | FL | 34104 | N/A | PC | CARE OF ANIMALS | $200 | |
| MIA RAYS SQUADRON | ||||||||
| 2255 SAN MARCO RD | MARCO ISLAND | FL | 34145 | N/A | PC | PROGRAM CONTRIBUTION | $1,000 | |
| COMMITTEE FOR A CONSTRUCTIVE TOMORROW | ||||||||
| 1717 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | PROGRAM CONTRIBUTION | $200 | 1025 |
| MAYO CLINIC | ||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | N/A | PC | PROGRAM CONTRIBUTION | $100 | |
| NATIONAL CENTER OF PUBLIC POLICY RESEARCH | ||||||||
| 2005 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM CONTRIBUTION | $100 | |
| LUSTGARTEN PANCREATIC CANCER RESEARCH | ||||||||
| 504 AXR PLAZA | UNIONDALE | NY | 11556 | N/A | PC | PROGRAM CONTRIBUTION | $100 | |
| CENTER FOR SCIENCE IN THE PUBLIC SUPPORT | ||||||||
| PO BOX 37161 | BOONE | IA | 50037 | N/A | PC | PROGRAM CONTRIBUTION | $100 | |
| ST MATTHEWS HOUSE | ||||||||
| 2601 AIRPORT RD S | NAPLES | FL | 34112 | N/A | PC | PROGRAM CONTRIBUTION | $200 | |
| MEDIA RESEARCH CENTER | ||||||||
| 2340 DULLERS CORNER BLVD | HERNDON | VA | 20171 | N/A | PC | PROGRAM CONTRIBUTION | $100 | |
| THE EPOCH TIMES | ||||||||
| 229 W 26TH ST FLOOR 7 | NEW YORK | NY | 10001 | N/A | PC | PROGRAM CONTRIBUTION | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,335 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,369 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,354 | 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 | $150,463 | 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 | $3,204 | Amt |
| Net Investment Income | $1,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,602 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (109 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR CORE S&P MCP ETF (IJH) | $18,060 | $23,694 |
| NETFLIX INC (NFLX) | $3,436 | $3,938 |
| NATERA INC (NTRA) | $4,382 | $5,956 |
| MICROSOFT CORPORATION (MSFT) | $48,911 | $51,747 |
| MERCADOLIBRE INC (MELI) | $1,577 | $2,014 |
| MCKESSON CORP (MCK) | $2,759 | $3,281 |
| MCDONALDS CORPORATION (MCD) | $2,295 | $2,445 |
| MASTERCARD INC CLASS A (MA) | $12,493 | $15,414 |
| ELI LILLY & COMPANY (LLY) | $10,350 | $10,747 |
| JOHNSON & JOHNSON (JNJ) | $4,819 | $5,381 |
| INTUITIVE SURGICAL INC (ISRG) | $1,697 | $1,699 |
| INSMED INCORPORATED COM (INSM) | $4,455 | $7,310 |
| NVIDIA CORP (NVDA) | $52,975 | $71,430 |
| INTUIT (INTU) | $3,585 | $3,975 |
| HIMS & HERS HEALTH INCORPORATED COM CLASS A(HIMS) | $2,791 | $1,622 |
| GOLDMAN SACHS GROUP INCORPORATED (GS) | $6,263 | $9,669 |
| GILEAD SCIENCES INCORPORATED (GILD) | $3,157 | $3,559 |
| GE AEROSPACE COM NEW (GE) | $6,218 | $7,085 |
| GE VERNOVA INCORPORATED (GEV) | $8,061 | $8,496 |
| META PLATFORMS INCORPORATED CLASS A (META) | $11,000 | $13,862 |
| DOORDASH INC CLASS A (DASH) | $1,617 | $2,265 |
| DEERE & COMPANY (DE) | $1,246 | $1,397 |
| D R HORTON INC (DHI) | $2,551 | $2,160 |
| INTERNATIONAL BUSINESS MACHINES (IBM) | $6,303 | $7,701 |
| ORACLE CORP (ORCL) | $8,741 | $5,652 |
| PALANTIR TECHNOLOGIES INCORPORATED (PANW) | $7,662 | $8,532 |
| PALO ALTO NETWORKS INC (PANW) | $1,174 | $1,289 |
| WESTERN DIGITAL CORPORATION (WDC) | $2,775 | $2,756 |
| WALMART INCORPORATED (WMT) | $7,118 | $8,690 |
| VISTRA CORPORATION (VST) | $1,812 | $1,452 |
| VISA INCORPORATED COM CLASS (V) | $2,034 | $2,104 |
| UBER TECHNOLOGIES INC (UBER) | $1,350 | $1,307 |
| 3M COMPANY (MMM) | $5,399 | $6,244 |
| TESLA INCORPORATED (TSLA) | $18,944 | $21,587 |
| TAIWAN SEMICONDUCTOR MFG (TSM) | $3,491 | $5,166 |
| PHILIP MORRIS INTERNATIONAL (PM) | $5,742 | $5,614 |
| QUANTA SVCS INC (PWR) | $1,733 | $2,532 |
| RTX CORPORATION (RTX) | $2,896 | $3,485 |
| ROBINHOOD MKTS (HOOD) | $3,828 | $5,203 |
| ROBLOX MKTS INCORPORATED (RBLX) | $4,557 | $2,836 |
| SCHWAB CHARLES CORPORATION (SCHW) | $2,409 | $3,397 |
| SEA LIMITED SPONSORD ADS (SE) | $4,095 | $2,934 |
| SERVICENOW INC (NOW) | $2,947 | $2,298 |
| SHOPIFY INC CLASS A (SHOP) | $5,233 | $6,761 |
| SNOWFLAKE IMCORPORATED COM (SNOW) | $1,158 | $1,316 |
| SOFI TECHNOLOGIES (SOFI) | $3,633 | $4,058 |
| CROWDSTRIKE HLDGS INCORPORATED CLASS (CRWD) | $2,831 | $2,813 |
| COCA COLA COMPANY (KO) | $2,821 | $3,006 |
| GOLDMAN SACHS GROUP INCORPORATED (GS) | $8,621 | $25,491 |
| META PLATFORMS INCORPORATED CLASS B (FCX) | $12,187 | $12,542 |
| DUKE ENERGY (DUK) | $6,752 | $7,736 |
| COCA COLA COMPANY (KO) | $7,277 | $7,341 |
| CHEVRON CORPORATION (CVX) | $10,367 | $9,907 |
| CATERPILLAR INCORPORATED (CAT) | $11,156 | $21,769 |
| CME GROUP INCORPORATED (CME) | $17,283 | $20,754 |
| APPLE INCORPORATED (AAPL) | $20,764 | $20,390 |
| AGNICO EAGLE MINES(AEM) | $6,004 | $7,798 |
| AMGEN INCORPORATED (AMGN) | $11,521 | $12,765 |
| AMERICAN EXPRESS COMPANY (AXP) | $15,999 | $22,567 |
| SPDR UTILITIES SELECT (XLU) | $14,495 | $15,112 |
| SPDR COMMUNICATION (XLC) | $29,889 | $49,089 |
| HOME DEPOT INCORPORATED (HD) | $18,169 | $17,893 |
| SPDR TECHNOLOGY (XLK) | $35,785 | $68,530 |
| SPDR CONSUMER DISCRETIONARY (XLY) | $10,262 | $16,240 |
| SPDR CONSUMER STAPLES SELECT (XLP) | $31,269 | $32,237 |
| SPDR HEALTH CARE (XLV) | $36,307 | $42,106 |
| ISHARES TR US BIOTECH (IBB) | $15,458 | $15,696 |
| ISHARES TR EXPANDED TECH (IGM) | $14,596 | $15,887 |
| VANGUARD GROWTH ETF (VUG) | $13,344 | $13,172 |
| VANGUARD MID CAP ETF (VO) | $17,990 | $23,508 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) | $72,886 | $141,731 |
| VANGUARD DIVIDEND APPRECIATION ETF (VIG) | $8,703 | $11,868 |
| ISHARES INCORPORATED CORE MSCI EMKT (IEMG) | $12,449 | $16,671 |
| ISHARES TR CORE MSCI EAFE (IEFA) | $28,991 | $40,615 |
| ISHARES TR MSCI USA MMENTM | $12,871 | $23,279 |
| ISHARES TR MIN VOL USA ETF (USMV) | $13,854 | $18,455 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $11,552 | $15,263 |
| SPDR FINANCIAL SELECT SECTOR FUND (XLF) | $55,010 | $65,505 |
| INTERNATIONAL BUSINESS MACHINES (IBM) | $15,025 | $22,216 |
| JPMORGAN CHASE & COMPANY (JPM) | $16,142 | $24,167 |
| CLOUDFLARE INCORPORATED CLASS A COM (NET) | $4,685 | $4,732 |
| CIENA CORPORATION (CIEN) | $2,395 | $2,806 |
| CELESTICA INCORPORATED (CLS) | $1,630 | $2,365 |
| CARVANA COMPANY CLASS A (CVNA) | $3,463 | $4,220 |
| BROADCOM INCORPORATED (AVGO) | $15,971 | $26,304 |
| BOOKING HOLDINGS INC (BKNG) | $3,840 | $5,355 |
| BERKSHIRE HATHAWAY INC (BRK.B) | $1,863 | $2,011 |
| AUTOZONE INC (AZO) | $2,816 | $3,392 |
| APPLOVIN CORPORATION COM CLASS A (APP) | $3,094 | $5,391 |
| APPLE INCORPORATED (AAPL) | $33,032 | $40,235 |
| AMPHENOL CORPORATION NEW CLASS A (APH) | $2,549 | $4,189 |
| AMAZON COM INC (AMZN) | $14,271 | $15,696 |
| ALPHABET INCORPORATED CAP (GOOG) | $14,578 | $30,752 |
| ALNYLAM PHARMACEUTICALS (ALNY) | $2,334 | $2,386 |
| ALIBABA GROUP HLDG (BABA) | $3,904 | $4,837 |
| MARATHON PETE CORPORATION (MPC) | $7,953 | $6,830 |
| MCDONALDS CORPORATION (MCD) | $13,713 | $15,282 |
| MERCK & COMPANY INCORPORATED (MRK) | $11,366 | $14,526 |
| MICROSOFT CORPORATION (MSFT) | $10,835 | $20,312 |
| PROCTER AND GAMBLE | $5,137 | $4,299 |
| RTX CORPORATION (RTX) | $17,405 | $21,091 |
| TRANE TECHNOLOGIES (TT) | $1,311 | $1,557 |
| TJX COMPANIES INCORPORATED NEW (TJX) | $15,638 | $18,433 |
| VERIZON COMMUNICATIONS INCORPORATED | $4,132 | $4,277 |
| VISA INCORPORATED COM CLASS (V) | $12,599 | $20,692 |
| WALMART INCORPORATED (WMT) | $11,987 | $12,255 |
| ABBOTT LABS (ABT) | $3,230 | $3,132 |
| ABBVIE INCORPORATED (ABBV) | $3,370 | $3,884 |
| ADVANCED MICRO DEVICES INCORPORATED (AMD) | $5,326 | $4,497 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,364 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,281 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,011 | LegalFeesAmt |
| Net Investment Income | $3,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,506 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTION | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $15,019 | $15,019 | $0 |
| PAYROLL FEES | $3,074 | $1,537 | $1,537 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,508 | $2,754 | $2,754 |
| FOREIGN TAXES | $142 | $142 | $0 |
| FEDERAL TAXES | $2,028 | $0 | $0 |
| PENALTY | $76 | $0 | $0 |
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