SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-03
- IRS object ID
- 202402479349100325
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-03T15:55:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273605969 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 FOUNTAIN PKWY N STE 410 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453783595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBJ RESCH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SBJR | BusinessNameControlTxt |
| Phone | 8136369808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 E 7TH AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S RESCH | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8136369808 | PhoneNum |
| Signature | 2024-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA N RILEY | PreparerPersonNm |
| PTIN | P00745420 | PTIN |
| Phone | 7275721400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,621,684 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,025,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,939 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $460,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,765 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,765 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,070,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,500 | 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 |
| Other Prof Fees Rev And Expnss | $22,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,507 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $478,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $483,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $478,202 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $587,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,843 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,180 | CashBOYAmt |
| Cash EOY | $59,961 | CashEOYAmt |
| Cash EOYFMV | $59,961 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $250,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $367,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $367,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,772,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,083,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,537,186 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,792,553 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,913,601 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,631,963 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,876,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,449,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,621,684 | 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 | $4,876,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,449,400 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,876,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,449,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,876,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,449,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,876,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $587,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,464,493 | SubtotalAmt |
| Other Decreases | $15,093 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,449,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $460,089 | $493,652 | -$33,563 | -$33,563 |
| CASH IN LIEU | $9 | $9 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,554 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $790 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $790 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,044 | 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 | $2,044 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,254 | OverpaymentAmt |
| Applied To ES Tax | $1,254 | 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 | JAMES RESCH | IndividualWithBooksNm |
| Phone | 8136369808 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 E 7TH AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33605 | 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 | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRADLEY J RESCH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES S RESCH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHANIE A RICH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JILL M BUHLER | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MOLLY A RESCH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | 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 | $3,861,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $552,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,145,418 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,559,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,559,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,476,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,801 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,801 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $790 | TotalTaxAmt |
| Distributable Before Adj | $273,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $19,598 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $292,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $292,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $478,202 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $478,202 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,944 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $177,720 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,803 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $456,876 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,385 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,018,728 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $478,202 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $185,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,204,321 | 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 | $127,944 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,076,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $177,720 | ExcessFromYear4Amt |
| Excess From Year3 | $177,803 | ExcessFromYear3Amt |
| Excess From Year2 | $456,876 | ExcessFromYear2Amt |
| Excess From Year1 | $78,385 | ExcessFromYear1Amt |
| Excess From Current Year | $185,593 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY J RESCH | ContributingManagerNm |
| Contributing Manager | JAMES S RESCH | ContributingManagerNm |
| Contributing Manager | STEPHANIE A RICH | ContributingManagerNm |
| Contributing Manager | JILL M BUHLER | ContributingManagerNm |
| Contributing Manager | MOLLY A RESCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES S RESCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 E 7TH AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8136369808 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF THE HOLY NAMES | |||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | PC | GENERAL FUND | $11,000 | |
| ACADEMY PREP CENTER | |||||||
| 1407 E COLUMBUS AVE | TAMPA | FL | 33605 | PC | GENERAL FUND | $1,000 | |
| ACCUMULATED | |||||||
| 2900 E 77TH AVE | TAMPA | FL | 33605 | PC | GENERAL FUND | $125 | |
| ALOIS | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | PC | GENERAL FUND | $2,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 14010 ROOSEVELT BLVD 709 | CLEARWATER | FL | 33762 | PC | GENERAL FUND | $4,000 | |
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION | |||||||
| 34 WASHINGTON ST 310 | WELLESLEY HILLS | MA | 02481 | PC | GENERAL FUND | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 12810 USF MAGNOLIA DR | TAMPA | FL | 33612 | PC | GENERAL FUND | $7,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 11207 BLUE HERON BLVD | ST PETERSBURG | FL | 33716 | PC | GENERAL FUND | $4,000 | |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1560 WILSON BLVD STE 1000 | ARLINGTON | VA | 22209 | PC | GENERAL FUND | $1,000 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DR 1150 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $1,000 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| 2562 HYLAN BLVD 61420 | STATEN ISLAND | NY | 10306 | PC | GENERAL FUND | $1,000 | |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL FUND | $11,000 | |
| BAY AREA PREGNANCY CENTER | |||||||
| 1940 DREW ST | CLEARWATER | FL | 33765 | PC | GENERAL FUND | $2,500 | |
| BOYS & GIRLS CLUB | |||||||
| 1307 N MACDILL AVE | TAMPA | FL | 33607 | PC | GENERAL FUND | $2,500 | |
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | PC | GENERAL FUND | $5,000 | |
| CATHOLIC CHARITIES | |||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | PC | GENERAL FUND | $12,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | GENERAL FUND | $4,500 | |
| CHILDREN'S CANCER RESEARCH | |||||||
| 7301 OHMS LN STE 355 | MINNEAPOLIS | MN | 55439 | PC | GENERAL FUND | $5,000 | |
| CHILDREN'S HUNGER RELIEF FUND | |||||||
| PO BOX 5366 | SANTA ROSA | CA | 95402 | PC | GENERAL FUND | $2,000 | |
| CHISELERS INC | |||||||
| 407 W KENNEDY BLVD 103F | TAMPA | FL | 33606 | PC | GENERAL FUND | $1,000 | |
| CHRIST THE KING CATHOLIC CHURCH | |||||||
| 821 S DALE MABRY HWY | TAMPA | FL | 33609 | PC | GENERAL FUND | $1,000 | |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 6801 BRECKSVILLE RD RK1-85 | INDEPENDENCE | OH | 44131 | PC | GENERAL FUND | $1,000 | |
| CREATED WOMEN INC | |||||||
| PO BOX 5717 | TAMPA | FL | 33675 | PC | GENERAL FUND | $35,000 | |
| CRISTO REY TAMPA HIGH SCHOOL | |||||||
| 6400 E CHELSEA ST | TAMPA | FL | 33610 | PC | GENERAL FUND | $16,000 | |
| DANA-FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVE BP418 | BOSTON | MA | 02215 | PC | GENERAL FUND | $3,000 | |
| DAVE THOMAS FOUNDATION FOR ADOPTION | |||||||
| 4900 TUTTLE CROSSING BLVD | DUBLIN | OH | 43016 | PC | GENERAL FUND | $1,000 | |
| DIOCESE OF BEAUMONT | |||||||
| 710 ARCHIE ST | BEAUMONT | TX | 77701 | PC | GENERAL FUND | $10,000 | |
| DIOCESE OF ST PETERSBURG | |||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | PC | GENERAL FUND | $102,000 | |
| DISABLED VETERANS NATIONAL FOUNDATION | |||||||
| 4601 FORBES BLVD 130 | LANHAM | MD | 20706 | PC | GENERAL FUND | $1,500 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | PC | GENERAL FUND | $2,000 | |
| DORTHY DAY TAMPA INC | |||||||
| 6005 N 9TH ST | TAMPA | FL | 33604 | PC | GENERAL FUND | $3,000 | |
| EISENHOWER FOUNDATION | |||||||
| PO BOX 295 | ALBILENE | KS | 67410 | PC | GENERAL FUND | $500 | |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $1,000 | |
| FLORIDA SHERIFFS ASSOCIATION INC | |||||||
| PO BOX 12519 | TALLAHASSEE | FL | 32317 | PC | GENERAL FUND | $1,000 | |
| FLORIDA SHERIFF'S YOUTH RANCH | |||||||
| 2486 CECIL WEBB PL | BOYS RANCH | FL | 32060 | PC | GENERAL FUND | $2,500 | |
| GIFT OF ADOPTION | |||||||
| 1200 SHERMER RD STE 111 | NORTHBROOK | IL | 60062 | PC | GENERAL FUND | $2,000 | |
| JENNIFER ANN HINES MEMORIAL SCHOLARSHIP FOUNDATION CHARITABLE TRUST | |||||||
| 2900 E 77TH AVE | TAMPA | FL | 33605 | PC | GENERAL FUND | $1,000 | |
| JESUIT HIGH SCHOOL | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | PC | GENERAL FUND | $3,500 | |
| JOHN HOPKINS ALL CHILDREN'S HOSPITAL INC | |||||||
| 3910 KESWICK RD S BLDG 4300A | BALTIMORE | MD | 21211 | PC | GENERAL FUND | $15,516 | |
| JUNIOR LEAGUE | |||||||
| 87 COLUMBIA DR | TAMPA | FL | 33606 | PC | GENERAL FUND | $1,000 | |
| KIDS WISH NETWORK INC | |||||||
| 301 BEAR RIDGE CIR | PALM HARBOR | FL | 33543 | PC | GENERAL FUND | $2,000 | |
| KNIGHTS OF COLUMBUS | |||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | PC | GENERAL FUND | $1,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | PC | GENERAL FUND | $7,500 | |
| LIFE CHOICES FAMILY | |||||||
| 18560 N DALE MABRY HWY | LUTZ | FL | 33548 | PC | GENERAL FUND | $30,000 | |
| LOVE INC | |||||||
| PO BOX 127 | JENISON | MI | 49429 | PC | GENERAL FUND | $2,000 | |
| LOVING HANDS MINISTRIES INC | |||||||
| PO BOX 1157 | BRADENTON | FL | 34206 | PC | GENERAL FUND | $1,000 | |
| LOWER CAPE CODDERS YOUTH HOCKEY INC | |||||||
| PO BOX 928 | ORLEANS | MA | 02653 | PC | GENERAL FUND | $1,000 | |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | PC | GENERAL FUND | $1,000 | |
| MAKE A WISH FOUNDATION | |||||||
| 4742 N 24TH ST STE 400 | PHOENIX | AZ | 85016 | PC | GENERAL FUND | $6,000 | |
| MEALS ON WHEELS | |||||||
| 550 W HILLSBOROUGH AVE | TAMPA | FL | 33603 | PC | GENERAL FUND | $5,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | GENERAL FUND | $1,000 | |
| METROPOLITAN MINISTRIES | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | PC | GENERAL FUND | $7,500 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | |||||||
| 375 KINGS HWY N | CHERRY HILL | NJ | 08034 | PC | GENERAL FUND | $2,000 | |
| NATIONAL CHILDRENS CANCER SOCIETY | |||||||
| 500 N BROADWAY 1850 | ST LOUIS | MO | 63102 | PC | GENERAL FUND | $4,000 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION | |||||||
| 5550 EXECUTIVE DR 200 | TAMPA | FL | 33609 | PC | GENERAL FUND | $4,000 | |
| NEW LIFE VILLAGE | |||||||
| 4926 VENICE LAKE AVE | TAMPA | FL | 33619 | PC | GENERAL FUND | $10,000 | |
| NICARAGUAN CHRISTIAN RELIEF | |||||||
| 4001 W MORRISON AVE | TAMPA | FL | 33629 | PC | GENERAL FUND | $1,400 | |
| NO KID HUNGRY | |||||||
| 1030 15TH ST NW STE 1100 W | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $2,000 | |
| PARKINSON RESEARCH FOUNDATION INC | |||||||
| 5969 CATTLERIDGE BLVD STE 100 | SARASOTA | FL | 34232 | PC | GENERAL FUND | $3,000 | |
| PIEDMONT HEALTHCARE FOUNDATION INC | |||||||
| 2001 PEACHTREE RD NE STE 400 | ATLANTA | GA | 30309 | PC | GENERAL FUND | $1,000 | |
| PRIEST OF THE SACRED HEART | |||||||
| PO BOX 900 | HALES CORNERS | WI | 53130 | PC | GENERAL FUND | $2,000 | |
| PROJECT FOCUS INC | |||||||
| 304 DRUID HILLS RD | TEMPLE TERRACE | FL | 33617 | PC | GENERAL FUND | $5,000 | |
| PROSTRATE CANCER FOUNDATION | |||||||
| 1250 FOURTH ST | SANTA MONICA | CA | 90401 | PC | GENERAL FUND | $1,000 | |
| QUALITY OF LIFE HEALTH SERVICES INC | |||||||
| PO BOX 97 | GADSDEN | AL | 35902 | PC | GENERAL FUND | $500 | |
| READY FOR LIFE | |||||||
| 2300 TALL PINES DR 100 | LARGO | FL | 33771 | PC | GENERAL FUND | $2,000 | |
| RENEW HAITI | |||||||
| 3816 W MORRISON AVE | TAMPA | FL | 33629 | PC | GENERAL FUND | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES TAMPA BAY | |||||||
| 28 COLUMBUS DR | TAMPA | FL | 33606 | PC | GENERAL FUND | $16,016 | |
| SALVATION ARMY | |||||||
| 1603 N FLORIDA AVE | TAMPA | FL | 33602 | PC | GENERAL FUND | $1,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | PC | GENERAL FUND | $2,000 | |
| SMILE TRAIN INC | |||||||
| 633 THIRD AVE 9TH FL | NEW YORK | NY | 10017 | PC | GENERAL FUND | $1,000 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $7,000 | |
| SPIRIT FM | |||||||
| 717 S DALE MABRY HWY | TAMPA | FL | 33609 | PC | GENERAL FUND | $2,500 | |
| ST BALDRICK'S FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE 400 | MONROVIA | CA | 91016 | PC | GENERAL FUND | $1,000 | |
| ST FRANCIS UNIVERSITY | |||||||
| 117 EVERGREEN DR | LORETTO | PA | 15940 | PC | GENERAL FUND | $10,000 | |
| ST JOSEPH'S HOSPITAL | |||||||
| 3001 W DR MARTIN LUTHER KING JR | TAMPA | FL | 33614 | PC | GENERAL FUND | $2,000 | BLVD |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | GENERAL FUND | $9,500 | |
| ST MARY'S EPISCOPAL DAY SCHOOL | |||||||
| 2101 S HUBERT AVE | TAMPA | FL | 33629 | PC | GENERAL FUND | $1,000 | |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 S MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | PC | GENERAL FUND | $15,000 | |
| STRAZ CENTER FOR THE PERFORMING ARTS | |||||||
| 1010 N WC MACINNES PLACE | TAMPA | FL | 33602 | PC | GENERAL FUND | $3,000 | |
| STUDENTS FOR LIFE OF AMERICA INC | |||||||
| 1000 WINCHESTER ST 301 | FREDERICKSBURG | VA | 22401 | PC | GENERAL FUND | $1,000 | |
| TAMPA BAY WATCH | |||||||
| 3000 PINELLAS BAYWAY S | TIERRA VERDE | FL | 33715 | PC | GENERAL FUND | $5,000 | |
| TAMPA PREPARATORY SCHOOL | |||||||
| 727 W CASS ST | TAMPA | FL | 33606 | PC | GENERAL FUND | $5,000 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PC | GENERAL FUND | $2,000 | |
| UNITED STATES DEPUTY SHERIFFS ASSOCIATION | |||||||
| 2233 S WEST STREET CT | WICHITA | KS | 67213 | PC | GENERAL FUND | $1,000 | |
| WEDU PBS | |||||||
| 1300 NORTH BLVD | TAMPA | FL | 33607 | PC | GENERAL FUND | $500 | |
| YMCA OF SOUTHWEST FLORIDA INC | |||||||
| 701 CENTER RD | VENICE | FL | 34285 | PC | GENERAL FUND | $5,500 | |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | PC | GENERAL FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $478,057 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,939 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,796 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,946 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES S RESCH | ||||||
| 1 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $30,100 | Yes (X) |
| BRADLEY J RESCH | ||||||
| 2 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $322,842 | Yes (X) |
| STEPHANIE A RICH | ||||||
| 3 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $317,941 | Yes (X) |
| JILL M BUHLER | ||||||
| 4 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $317,941 | Yes (X) |
| JAMES AND MOLLY RESCH GRANDCHILDREN | ||||||
| 5 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $36,176 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT PORTFOLIO - LPL #2236 | $2,718,140 | $3,148,980 |
| INVESTMENT PORTFOLIO - LPL #7299 | $161,989 | $161,983 |
| INVESTMENT PORTFOLIO - TRUIST #2814 | $203,135 | $226,223 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN HEALTHCARE REIT | AT COST | $397,237 | $347,463 |
| AXA EQUITABLE LIFE INSURANCE POLICY | AT COST | $299,000 | $264,761 |
| EQUITABLE FINANCIAL ANNUITY CONTRACT | AT COST | $210,765 | $210,765 |
| HEALTHCARE TRUST | AT COST | $103,316 | $88,161 |
| JACKSON NATL LIFE INSURANCE POLICY | AT COST | $708,419 | $669,892 |
| PEAKSTONE REALTY TRUST | AT COST | $194,864 | $50,921 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN - CROSS BOSS MEDIA LLC | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $15,093 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $295 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $145 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY INCOME | Desc |
| Revenue And Expenses Per Books | $10,765 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,765 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $22,507 | Amt |
| Net Investment Income | $22,507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments