SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-10
IRS object ID
202331309349100813
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-10T07:42:13-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273605969PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1140 FOUNTAIN PKWY N STE 410AddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33716ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453783595EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SBJ RESCH FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSBJRBusinessNameControlTxt
Phone8136369808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12900 E 7TH AVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES S RESCHPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8136369808PhoneNum
Signature2023-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastRESCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES POPEPreparerPersonNm
PTINP01905818PTIN
Phone7275721400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,658,233FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,402InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,402InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,971DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,971DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$158,454NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,614GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,080OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,080OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$892,999TotalRevAndExpnssAmt
Total Net Invst Incm$51,453TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$19,648OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,648OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,708TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,648TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$333,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$333,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$353,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,648TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$333,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$539,921ExcessRevenueOverExpensesAmt
Net Investment Income$31,805NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,110CashBOYAmt
Cash EOY$36,180CashEOYAmt
Cash EOYFMV$36,180CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,254SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$250,363SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$250,363SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,432,607CorporateStockBOYAmt
Corporate Stock EOY$2,772,712CorporateStockEOYAmt
Corporate Stock EOYFMV$2,794,390CorporateStockEOYFMVAmt
Other Investments BOY$1,796,416OtherInvestmentsBOYAmt
Other Investments EOY$1,792,553OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,552,300OtherInvestmentsEOYFMVAmt
Other Assets BOY$25,000OtherAssetsBOYAmt
Other Assets EOY$25,000OtherAssetsEOYAmt
Other Assets EOYFMV$25,000OtherAssetsEOYFMVAmt
Total Assets BOY$4,319,387TotalAssetsBOYAmt
Total Assets EOY$4,876,808TotalAssetsEOYAmt
Total Assets EOYFMV$4,658,233TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,319,387NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,876,808NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,319,387TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,876,808TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,319,387TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,876,808TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,319,387TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$539,921ExcessRevenueOverExpensesAmt
Other Increases$17,500OtherIncreasesAmt
Subtotal$4,876,808SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,876,808TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$190,112$349,068-$158,956-$158,956
CAPITAL GAINS DIVIDENDS$502$502$502P
FieldValueIRS element (for citing)
Capital Gain Net Income-$158,454CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$442InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$442SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$442TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,486EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,486TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,044OverpaymentAmt
Applied To ES Tax$2,044AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES RESCHIndividualWithBooksNm
Phone8136369808PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12900 E 7TH AVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33605ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRADLEY J RESCH
2900 E 7TH AVETAMPAFL33605PRESIDENT1.00$0$0$0
JAMES S RESCH
2900 E 7TH AVETAMPAFL33605VICE PRESIDENT1.00$0$0$0
STEPHANIE A RICH
2900 E 7TH AVETAMPAFL33605VICE PRESIDENT1.00$0$0$0
JILL M BUHLER
2900 E 7TH AVETAMPAFL33605VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,428,363AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$403,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,832,215TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,832,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,759,732NetVlNoncharitableAssetsAmt
Minimum Investment Return$237,987MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$237,987MinimumInvestmentReturnAmt
Tax Based On Investment Income$442TaxBasedOnInvestmentIncomeAmt
Total Tax$442TotalTaxAmt
Distributable Before Adj$237,545DistributableBeforeAdjAmt
Recoveries Qualfied Distri$17,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$255,045DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$255,045DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$333,430ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$333,430QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$255,045DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$293,827ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$127,944ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$177,720ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,803ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$456,876ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,234,170TotalExcessDistributionCyovAmt
Qualifying Distributions$333,430QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$255,045AppliedToCurrentYearAmt
Remaining Distri From Corpus$78,385RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,312,555TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$293,827ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,018,728ExcessDistriCyovToNextYrAmt
Excess From Year4$127,944ExcessFromYear4Amt
Excess From Year3$177,720ExcessFromYear3Amt
Excess From Year2$177,803ExcessFromYear2Amt
Excess From Year1$456,876ExcessFromYear1Amt
Excess From Current Year$78,385ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRADLEY J RESCHContributingManagerNm
Contributing ManagerJAMES S RESCHContributingManagerNm
Contributing ManagerSTEPHANIE A RICHContributingManagerNm
Contributing ManagerJILL M BUHLERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES S RESCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12900 E 7TH AVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33605ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8136369808RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On Awards501(C)(3) ORGANIZATIONS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A KIDS PLACE OF TAMPA BAY
1715 LITHIA PINECREST RDBRANDONFL33511PCGENERAL FUND$2,500
ACADEMY OF THE HOLY NAMES
3319 BAYSHORE BLVDTAMPAFL33629PCGENERAL FUND$6,000
ACADEMY PREP CENTER
1407 E COLUMBUS AVETAMPAFL33605PCGENERAL FUND$6,000
AKRON CHILDRENS HOSPITAL FOUNDATION
ONE PERKINS SQUAREAKRONOH44308PCGENERAL FUND$5,000
ALZHEIMER'S ASSOCIATION
14010 ROOSEVELT BLVD 709CLEARWATERFL33762PCGENERAL FUND$4,000
AMERICAN CANCER SOCIETY
12810 USF MAGNOLIA DRTAMPAFL33612PCGENERAL FUND$7,000
AMERICAN HEART ASSOCIATION
11207 BLUE HERON BLVDST PETERSBURGFL33716PCGENERAL FUND$1,000
AMERICAN INSTITUTE FOR CANCER RESEARCH
1560 WILSON BLVD STE 1000ARLINGTONVA22209PCGENERAL FUND$4,000
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006PCGENERAL FUND$18,000
ARCHDIOCESE OF BEAUMONT
710 ARCHIE STBEAUMONTTX77701PCGENERAL FUND$17,000
BEACH PARK WOMENS CLUB INC
801 S WESTSHORE BLVDTAMPAFL33609PCGENERAL FUND$2,500
BOYS & GIRLS CLUB
1307 N MACDILL AVENUETAMPAFL33607PCGENERAL FUND$2,500
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010PCGENERAL FUND$2,000
CATHOLIC CHARITIES
2050 BALLENGER AVE STE 400ALEXANDRIAVA22314PCGENERAL FUND$3,500
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201PCGENERAL FUND$5,000
CHRIST THE KING CATHOLIC CHURCH
821 S DALE MABRY HWYTAMPAFL33609PCGENERAL FUND$7,500
CREATED WOMEN INC
PO BOX 5717TAMPAFL33675PCGENERAL FUND$12,500
CRISTO REY TAMPA HIGH SCHOOL
6400 E CHELSEA STTAMPAFL33610PCGENERAL FUND$32,000
DORTHY DAY TAMPA INC
6005 N 9TH STTAMPAFL33604PCGENERAL FUND$1,000
FEEDING AMERICA
35 E WACKER DR SUITE 2000CHICAGOIL60601PCGENERAL FUND$1,000
FEEDING TAMPA BAY
4702 TRANSPORT DRIVE BLD 6TAMPAFL33605PCGENERAL FUND$7,000
FLORIDA SHERIFF'S YOUTH RANCH
2486 CECIL WEBB PLACEBOYS RANCHFL32060PCGENERAL FUND$2,500
FOCUS
PO BOX 17408DENVERCO80217PCGENERAL FUND$5,000
FRAMEWORKS OF TAMPA BAY
402 E OAK AVETAMPAFL33602PCGENERAL FUND$2,500
H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC
12902 USF MAGNOLIA DRTAMPAFL33612PCGENERAL FUND$1,000
HILLSBOROUGH SHERIFF ASSOCIATION
2617 MAHAN DRTALLAHASSEEFL32308PCGENERAL FUND$1,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242PCGENERAL FUND$1,500
HOLY CROSS ROMANIAN ORTHODOX CHURCH
6232 FILLMORE STHOLLYWOODFL33024PCGENERAL FUND$2,500
JESUIT HIGH SCHOOL
4701 N HIMES AVETAMPAFL33614PCGENERAL FUND$5,500
JUNIOR LEAGUE
87 COLUMBIA DRIVETAMPAFL33606PCGENERAL FUND$2,000
LEUKEMIA AND LYMPHOMA SOCIETY
3 INTERNATIONAL DR SUITE 200RYE BROOKNY10573PCGENERAL FUND$3,000
LIFE CHOICES FAMILY
18560 N DALE MABRY HWYLUTZFL33548PCGENERAL FUND$5,000
LOVE INC
PO BOX 127JENISONMI49429PCGENERAL FUND$2,000
MAKE A WISH FOUNDATION
4742 N 24TH ST STE 400PHOENIXAZ85016PCGENERAL FUND$3,000
MEALS ON WHEELS
550 W HILLSBOROUGH AVETAMPAFL33603PCGENERAL FUND$2,000
METROPOLITAN MINISTRIES
2002 N FLORIDA AVETAMPAFL33602PCGENERAL FUND$2,000
MISES INSTITUTE
518 W MAGNOLIA AVEAUBURNAL36832PCGENERAL FUND$1,500
NATIONAL CHILDRENS CANCER SOCIETY
500 N BROADWAY 1850ST LOUISMO63102PCGENERAL FUND$2,000
NATIONAL LAW ENFORCEMENT MEMORIAL FUND
444 E STREET NWWASHINGTONDC20001PCGENERAL FUND$1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVE 3RD FLOORNEW YORKNY10017PCGENERAL FUND$1,000
NATIONAL PEDIATRIC CANCER FOUNDATION
5550 EXECUTIVE DR 200TAMPAFL33609PCGENERAL FUND$2,000
NEW LIFE VILLAGE
4926 VENICE LAKE AVENUETAMPAFL33619PCGENERAL FUND$25,067
NICARAGUAN CHRISTIAN RELIEF
4001 W MORRISON AVETAMPAFL33629PCGENERAL FUND$1,500
PROSTRATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401PCGENERAL FUND$1,000
READY FOR LIFE
2300 TALL PINES DR 100LARGOFL33771PCGENERAL FUND$1,000
RONALD MCDONALD HOUSE CHARITIES TAMPA BAY
28 COLUMBUS DRTAMPAFL33606PCGENERAL FUND$16,599
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607PCGENERAL FUND$3,000
SOPHIA FOUNDATION
107 N 11TH ST 634TAMPAFL33602PCGENERAL FUND$6,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036PCGENERAL FUND$8,500
SPIRIT FM
717 S DALE MABRY HWAYTAMPAFL33609PCGENERAL FUND$2,500
ST FRANCIS UNIVERSITY
117 EVERGREEN DRLORETTOPA15940PCGENERAL FUND$45,000
ST JOSEPH'S HOSPITAL
3001 W DR MARTIN LUTHER KING JRTAMPAFL33614PCGENERAL FUND$2,000BLVD
ST VINCENT DE PAUL REGIONAL SEMINARY
10701 S MILITARY TRAILBOYNTON BEACHFL33436PCGENERAL FUND$10,000
ST PETE SUNCOAST HOSPICE
5771 ROOSEVELT BLVDCLEARWATERFL33760PCGENERAL FUND$1,000
STRAZ CENTER FOR THE PERFORMING ARTS
1010 N WC MACINNES PLACETAMPAFL33602PCGENERAL FUND$1,204
TAMPA BAY WATCH
3000 PINELLAS BAYWAY STIERRA VERDEFL33715PCGENERAL FUND$5,000
TAMPA PREPARATORY SCHOOL
727 WEST CASS STREETTAMPAFL33606PCGENERAL FUND$2,500
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRTRIANGLEVA22172PCGENERAL FUND$1,000
WILSON MIDDLE SCHOOL
1005 W SWANN AVETAMPAFL33606PCGENERAL FUND$2,500
YMCA OF SOUTHWEST FLORIDA INC
701 CENTER RDVENICEFL34285PCGENERAL FUND$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$333,370TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,402ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,971ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,080ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$158,454ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$107,001ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$107,001TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JAMES S RESCH
12900 E 7TH AVETAMPAFL33605$5,100Yes (X)
BRADLEY J RESCH
22900 E 7TH AVETAMPAFL33605$323,315Yes (X)
STEPHANIE A RICH
32900 E 7TH AVETAMPAFL33605$318,415Yes (X)
JILL M BUHLER
42900 E 7TH AVETAMPAFL33605$318,415Yes (X)
JAMES AND MOLLY RESCH GRANDCHILDREN
52900 E 7TH AVETAMPAFL33605$34,755Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT PORTFOLIO - LPL #2236StockNm
EOY Book Value$2,772,712EOYBookValueAmt
EOYFMV$2,794,390EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AXA EQUITABLE LIFE INSURANCE POLICYAT COST$314,094$236,399
JACKSON NATL LIFE INSURANCE POLICYAT COST$767,802$644,794
GRIFFIN REALTY TRUSTAT COST$197,749$170,884
HEALTHCARE TRUSTAT COST$103,316$89,023
AMERICAN HEALTHCARE REITAT COST$409,592$411,200

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLOAN - CROSS BOSS MEDIA LLCDesc
BOY Book Value$25,000BOYBookValueAmt
EOY Book Value$25,000EOYBookValueAmt
EOYFMV$25,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$60DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescANNUITY INCOMEDesc
Revenue And Expenses Per Books$12,080RevenueAndExpensesPerBooksAmt
Net Investment Income$12,080NetInvestmentIncomeAmt
Adjusted Net Income$12,080AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERIES OF PRIOR PERIOD GRANTSDesc
Amt$17,500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$19,648Amt
Net Investment Income$19,648NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.