STEVE AND JACKIE BRUGGEMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEVE AND JACKIE BRUGGEMAN CHARITABLE FOUNDATION (EIN 85-4132742)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-27
- IRS object ID
- 202621479349101002
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-27T11:02:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 394403219 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGM ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 INTERNATIONAL DR STE 800 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554251581 | 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 | 854132742 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE & JACKIE BRUGGEMAN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 6125901901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5609 SAINT ALBANS CIR | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE BRUGGEMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6125901901 | PhoneNum |
| Signature | 2026-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK COSSETTE | PreparerPersonNm |
| PTIN | P00096275 | PTIN |
| Phone | 9528442500 | PhoneNum |
| Preparation | 2026-05-27 | 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 | $13,073,785 | 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 | $5,803,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $114,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,984,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,032,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,984,995 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,923,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,120,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,701,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,120,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $478,395 | CashBOYAmt |
| Cash EOY | $52,807 | CashEOYAmt |
| Cash EOYFMV | $52,807 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,869,390 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,357,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,020,978 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,347,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,409,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,073,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,347,785 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,409,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,347,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,409,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,347,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,409,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,347,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,701,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,049,272 | SubtotalAmt |
| Other Decreases | $5,639,426 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,409,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| APPLE | P | 2025-09-22 | $637,981 | $160,838 | $477,143 | $477,143 | |
| PERFORMANCE HEALTH | P | 2025-08-07 | $190,746 | $99,496 | $91,250 | $91,250 | |
| RIGETTI COMPUTING | P | 2025-01-24 | $77,100 | $3,126 | $73,974 | $73,974 | |
| RIGETTI COMPUTING | P | 2025-09-25 | $1,678,767 | $51,475 | $1,627,292 | $1,627,292 | |
| RIGETTI COMPUTING | P | 2025-09-26 | $321,399 | $10,295 | $311,104 | $311,104 | |
| RIGETTI COMPUTING | P | 2025-09-30 | $582,003 | $19,508 | $562,495 | $562,495 | |
| RIGETTI COMPUTING | P | 2025-10-02 | $304,998 | $8,132 | $296,866 | $296,866 | |
| RIGETTI COMPUTING | P | 2025-01-03 | $139,039 | $3,253 | $135,786 | $135,786 | |
| RIGETTI COMPUTING | P | 2025-10-06 | $78,627 | $1,626 | $77,001 | $77,001 | |
| RIGETTI COMPUTING | P | 2025-10-10 | $45,330 | $813 | $44,517 | $44,517 | |
| RIGETTI COMPUTING | P | 2025-10-14 | $50,460 | $813 | $49,647 | $49,647 | |
| RIGETTI COMPUTING | P | 2025-10-16 | $230,000 | $4,119 | $225,881 | $225,881 | |
| SEZZLE | P | 2025-06-16 | $726,000 | $16,617 | $709,383 | $709,383 | |
| SEZZLE | P | 2025-07-01 | $534,300 | $8,857 | $525,443 | $525,443 | |
| SEZZLE | P | 2025-07-09 | $555,000 | $8,857 | $546,143 | $546,143 | |
| MARKET PLUS AC | P | 2025-01-03 | $110,000 | $100,000 | $10,000 | $10,000 | 2023-12-15 |
| PHOENIX F UN | P | 2025-11-28 | $200,000 | $200,000 | $0 | $0 | 2024-05-22 |
| BNP AC | P | 2025-07-14 | $110,000 | $100,000 | $10,000 | $10,000 | 2024-06-25 |
| BNP AC MARKET PLUS | P | 2025-11-12 | $165,000 | $150,000 | $15,000 | $15,000 | 2024-10-23 |
| BNS AC MARKET | P | 2025-12-05 | $220,000 | $200,000 | $20,000 | $20,000 | 2024-11-19 |
| GS 2Y DD BREN | P | 2025-10-09 | $304,750 | $250,000 | $54,750 | $54,750 | 2023-10-05 |
| GS 2Y DD BREN | P | 2025-11-14 | $120,100 | $100,000 | $20,100 | $20,100 | 2023-11-10 |
| GS AC MARKET | P | 2025-08-27 | $110,020 | $100,000 | $10,020 | $10,020 | 2024-08-09 |
| DD CBEN SPX | P | 2025-05-15 | $298,000 | $250,000 | $48,000 | $48,000 | 2023-05-10 |
| TD 2Y SPX | P | 2025-07-03 | $243,200 | $200,000 | $43,200 | $43,200 | 2023-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,984,995 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $106,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $106,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $555 | EsPenaltyAmt |
| Overpayment | $20,365 | OverpaymentAmt |
| Applied To ES Tax | $20,365 | 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 | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | STEVEN BRUGGEMAN | IndividualWithBooksNm |
| Phone | 6125901901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5609 SAINT ALBANS CIRCLE | AddressLine1Txt |
| City | SHOREVIEW | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55126 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN BRUGGEMAN | ||||||||
| 5609 SAINT ALBANS CIRCLE | SHOREVIEW | MN | 55126 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JACKIE BRUGGEMAN | ||||||||
| 5609 SAINT ALBANS CIRCLE | SHOREVIEW | MN | 55126 | TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT BRUGGEMAN | ||||||||
| 15515 51ST AVE N | PLYMOUTH | MN | 55446 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATIE BRUGGEMAN | ||||||||
| 5609 SAINT ALBANS CIRCLE | SHOREVIEW | MN | 55126 | 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 | $6,443,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,048,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,491,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,491,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,364,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $418,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $418,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85,080 | TotalTaxAmt |
| Distributable Before Adj | $333,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $333,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $333,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,803 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $333,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $211,258 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $211,258 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $327,594 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN BRUGGEMAN | ContributingManagerNm |
| Contributing Manager | JACKIE BRUGGEMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | NONE | PC | CHARITABLE | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 655 15TH STREET NW STE 503 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $25,000 |
| BIGHORN BAM | |||||||
| 255 PALOWET DR | PALM DESERT | CA | 92260 | NONE | PC | CHARITABLE | $12,000 |
| BIGHORN GOLF CLUB CHARITIES | |||||||
| 255 PALOWET DR | PALM DESERT | CA | 92260 | NONE | PC | CHARITABLE | $18,000 |
| BLUE ANGLES FOUNDATION | |||||||
| PO BOX 1945 | PENSACOLA | FL | 32591 | NONE | PC | CHARITABLE | $5,000 |
| EMERGENCY FOOD PANTRY | |||||||
| 1101 4TH AVE NORTH | FARGO | ND | 58102 | NONE | PC | CHARITABLE | $20,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $5,000 |
| INCARNATION CHURCH | |||||||
| 4880 HODGSON RD | ST PAUL | MN | 55126 | NONE | PC | CHARITABLE | $7,000 |
| MAKE A WISH MINNESOTA | |||||||
| 1919 UNIVERSITY AVE WEST STE 415 | ST PAUL | MN | 55428 | NONE | PC | CHARITABLE | $5,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | CHARITABLE | $20,000 |
| PALESTINE CHILDRENS RELIEF | |||||||
| PO 861716 | LOS ANGELES | CA | 93105 | NONE | PC | CHARITABLE | $10,000 |
| PLANNED PARENTHOOD | |||||||
| P O BOX 64433 | ST PAUL | MN | 55164 | NONE | PC | CHARITABLE | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 110 N CARPENTER ST | CHICAGO | IL | 60607 | NONE | PC | CHARITABLE | $5,000 |
| SECOND HARVEST HEARTLAND | |||||||
| PO BOX 64051 | ST PAUL | MN | 55164 | NONE | PC | CHAITABLE | $5,000 |
| ST JUDE HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $25,000 |
| TEACH FOR AMERICA | |||||||
| P O BOX 411361 | BOSTON | MA | 02241 | NONE | PC | CHARITABLE | $5,000 |
| TURTLE MOUNTAIN ANIMAL RESCUE | |||||||
| PO BOX 896 | ROLLA | ND | 58367 | NONE | PC | CHARITABLE | $5,000 |
| VARIETY CHILDRENS CHARITY | |||||||
| 42600 COOK STREET STE 150 | PALM DESERT | CA | 92211 | NONE | PC | CHARITABLE | $500 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $10,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| P O BOX 758516 | TOPEKA | KS | 66675 | NONE | PC | CHARITABLE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,500 | 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 | $114,862 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,984,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,119,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,119,857 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEVE BRUGGEMAN | ||||||
| 1 | 5609 ST ALBANS CIR | SHOREVIEW | MN | 55126 | $1,926,300 | Yes (X) |
| STEVE BRUGGEMAN | ||||||
| 2 | 5609 ST ALBANS CIR | SHOREVIEW | MN | 55126 | $2,796,000 | Yes (X) |
| STEVE BRUGGEMAN | ||||||
| 3 | 5609 ST ALBANS CIR | SHOREVIEW | MN | 55126 | $1,081,400 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 15,000 SHARES OF SEZZLE INC. | $1,926,300 | 2025-06-06 |
| 2 | 100,000 SHARES OF RIGETTI COMPUTING INC. | $2,796,000 | 2025-09-22 |
| 3 | 20,000 SHARES OF RIGETTI COMPUTING INC. | $1,081,400 | 2025-10-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB A/C 5732-2367 | $7,093,829 | $9,445,668 |
| JP MORGAN A/C 202-22425 | $3,263,210 | $3,575,310 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED VALUE OF DONATED STOCK | Desc |
| Amt | $5,639,426 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $78 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $78 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JP MORGAN | Desc |
| Revenue And Expenses Per Books | $20,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,000 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| STEVEN BRUGGEMAN | |||
| 5609 SAINT ALBANS CIRCLE | SHOREVIEW | MN | 55126 |
| JACKIE BRUGGEMAN | |||
| 5609 SAINT ALBANS CIRCLE | SHOREVIEW | MN | 55126 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,292 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |