BORRA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BORRA FAMILY FOUNDATION (EIN 31-1533388)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-26
- IRS object ID
- 201601179349100200
- Schema version
- 2015v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-26T07:31:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274527412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY A TARRANT CPA & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6711 MONROE ST BLDG IV STE B | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311533388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORRA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BORR | BusinessNameControlTxt |
| Phone | 4193037771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1987 | AddressLine1Txt |
| City | BOCA GRANDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PIER C BORRA | PersonNm |
| Person Title | VICE PRES. | PersonTitleTxt |
| Phone | 4193037771 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALLY A TARRANT | PreparerPersonNm |
| PTIN | P00115083 | PTIN |
| Phone | 4195179850 | PhoneNum |
| Preparation | 2016-04-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,216,418 | 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 | $494,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,573 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,573 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $472 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $516,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,422 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,181 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,181 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,587 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,381 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $290,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,427 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $499,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $989,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $989,688 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $105,899 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,303 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $102,303 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $896,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,216,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,216,418 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $896,565 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,216,418 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $896,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $896,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,216,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $896,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $162 | OtherIncreasesAmt |
| Subtotal | $1,224,506 | SubtotalAmt |
| Other Decreases | $8,088 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $472 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,978 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $916,685 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116701 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $226,222 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $928,074 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.243754 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,054 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,601 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009360 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,008 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $73,040 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.013801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,132 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028854 | DistributionYr5Rt |
| Total Distribution | 0.412470 | TotalDistributionRt |
| Average Distribution | 0.082494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $860,833 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,222 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,381 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $208 | SubtotalAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $465 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $465 | TotalPaymentsAndCreditsAmt |
| Overpayment | $257 | OverpaymentAmt |
| Applied To ES Tax | $257 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PIER C BORRA | IndividualWithBooksNm |
| Phone | 4193037771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1987 | AddressLine1Txt |
| Address Line2 | PO BOX 1987 | AddressLine2Txt |
| City | BOCA GRANDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| RENEE A BORRA | ||||||||
| PO BOX 1987 | BOCA GRANDE | FL | 33921 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PIER C BORRA | ||||||||
| P O BOX 1987 | BOCA GRANDE | FL | 33921 | VICE PRES. | 2.00 | $0 | $0 | $0 |
| PIER C BORRA JR | ||||||||
| 125 ASHLAND ROAD | SUMMIT | NJ | 07901 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUSTIN A BORRA | ||||||||
| 19415 FRAZIER DRIVE | ROCKY RIVER | OH | 441161759 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHE BORRA | ||||||||
| 125 ASHLAND AVE | SUMMIT | NJ | 07901 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $627,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $246,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $873,942 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $873,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $860,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208 | TotalTaxAmt |
| Distributable Before Adj | $42,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,381 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $187,381 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,834 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $180,014 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,381 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,547 | RemainingDistriFromCorpusAmt |
| Total Corpus | $386,758 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $386,758 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $180,014 | ExcessFromYear2Amt |
| Excess From Year1 | $62,197 | ExcessFromYear1Amt |
| Excess From Current Year | $144,547 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RENEE A BORRA | ContributingManagerNm |
| Contributing Manager | PIER C BORRA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOMINICAN UNIVERSITY | |||||||
| 7900 WEST DIVISION STREET | RIVER FOREST | IL | 60305 | NONE | PUBLIC | NURSING SCHOLARSHIP | $170,000 |
| RHODES STATE COLLEGE FOUNDATION | |||||||
| 4240 CAMPUS DRIVE | LIMA | OH | 45804 | NONE | PUBLIC | NURSING SCHOLARSHIP | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,573 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,422 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | PIER C AND RENEE BORRA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 4TH AVENUE NORTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341028421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $494,325 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7500 SHS WELL TOWER INC. (HCN) | NoncashPropertyDesc |
| Fair Market Value | $494,325 | FairMarketValueAmt |
| Received | 2015-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALLY A. TARRANT CPA & ASSOCIATE | CategoryTxt |
| Amt | $2,181 | Amt |
| Disbursements Charitable Prps | $2,181 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HEALTH CARE REIT, INC NTS 01/15/2024 | BondNm |
| EOY Book Value | $102,303 | EOYBookValueAmt |
| EOYFMV | $102,303 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 SHS AT & T INCORPORATED | $24,087 | $24,087 |
| 200 SHS ABBVIE INCORPORATED | $11,848 | $11,848 |
| 350 SHS APPLE INC | $36,841 | $36,841 |
| 500 SHS BB&T CORPORATION | $18,905 | $18,905 |
| 1000 SHS FIDUS INVT CORPORATION | $13,690 | $13,690 |
| 2500 SHS FIFTH STREET FINANCE CORP | $15,950 | $15,950 |
| 300 SHS INTEL CORPORATION | $10,335 | $10,335 |
| 200 SHS JP MORGAN CHASE COMPANY | $13,206 | $13,206 |
| 200 SHS JOHNSON & JOHNSON | $20,544 | $20,544 |
| 200 SHS ELI LILLY & COMPANY | $16,852 | $16,852 |
| 200 SHS MERCK & COMPANY INC | $10,564 | $10,564 |
| 4200 SHS NEW YORK CITY BANCORP | $68,544 | $68,544 |
| 300 SHS PFIZER INC | $9,684 | $9,684 |
| 163 SHS VODAFONE GROUP NEW | $5,258 | $5,258 |
| 1000 SHS CUBESMART REIT | $30,620 | $30,620 |
| 1000 SHS PEBBLEBROOK HOTEL TR | $28,020 | $28,020 |
| 1000 SHS POST PPTYS INCORPORATED | $59,160 | $59,160 |
| 1000 SHS RAMCO-GERSHENSON PPTYS | $16,610 | $16,610 |
| 2000 CLAYMORE ETF TR GUGGENHEIM | $65,140 | $65,140 |
| 78 SHS VERIZON COMMUNICIATIONS INC | $3,605 | $3,605 |
| 7500 SHS WELLTOWER INC | $510,225 | $510,225 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $8,088 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OHIO FILING FEE | $200 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $162 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES FEE | CategoryTxt |
| Amt | $1,587 | Amt |
| Net Investment Income | $1,587 | NetInvestmentIncomeAmt |