SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202241299349101409
Schema version
2021v4.2
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)
Return2022-05-09T09:52:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-04-28SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES POPEPreparerPersonNm
PTINP01905818PTIN
Phone7275721400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,932,956FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$650,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,479DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,479DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$81,559OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$81,559OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$750,058TotalRevAndExpnssAmt
Total Net Invst Incm$100,058TotalNetInvstIncmAmt
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$19,943OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,943OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,186TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,129TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,943TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$701,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$701,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$726,779TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,943TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$701,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,279ExcessRevenueOverExpensesAmt
Net Investment Income$80,115NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$243,946CashBOYAmt
Cash EOY$52,110CashEOYAmt
Cash EOYFMV$52,110CashEOYFMVAmt
Sav And Temp Cash Invst BOY$381,780SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,254SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,254SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,943,458CorporateStockBOYAmt
Corporate Stock EOY$2,432,607CorporateStockEOYAmt
Corporate Stock EOYFMV$3,076,627CorporateStockEOYFMVAmt
Other Investments BOY$1,725,857OtherInvestmentsBOYAmt
Other Investments EOY$1,796,416OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,765,965OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$25,000OtherAssetsEOYAmt
Other Assets EOYFMV$25,000OtherAssetsEOYFMVAmt
Total Assets BOY$4,295,041TotalAssetsBOYAmt
Total Assets EOY$4,319,387TotalAssetsEOYAmt
Total Assets EOYFMV$4,932,956TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,295,041NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,319,387NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,295,041TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,319,387TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,295,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,319,387TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,295,041TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,279ExcessRevenueOverExpensesAmt
Other Increases$1,067OtherIncreasesAmt
Subtotal$4,319,387SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,319,387TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,114InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,114SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,114TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,486OverpaymentAmt
Applied To ES Tax$2,486AppliedToESTaxAmt
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$4,484,848AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$507,799AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,992,647TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,992,647AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,890CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,917,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,888MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,888MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,114TaxBasedOnInvestmentIncomeAmt
Total Tax$1,114TotalTaxAmt
Distributable Before Adj$244,774DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$244,774DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$244,774DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$701,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$701,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$244,774DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,729ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$293,827ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$127,944ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,720ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$177,803ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$785,023TotalExcessDistributionCyovAmt
Qualifying Distributions$701,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$244,774AppliedToCurrentYearAmt
Remaining Distri From Corpus$456,876RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,241,899TotalCorpusAmt
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$7,729ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,234,170ExcessDistriCyovToNextYrAmt
Excess From Year4$293,827ExcessFromYear4Amt
Excess From Year3$127,944ExcessFromYear3Amt
Excess From Year2$177,720ExcessFromYear2Amt
Excess From Year1$177,803ExcessFromYear1Amt
Excess From Current Year$456,876ExcessFromCurrentYearAmt

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 (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1 BETTER CHRIS NIKIC FOUNDATION (PLAYERS PHILANTHROPY FUND)
1122 KENILWORTH DR 201TOWSONMD21204NONEPCGENERAL FUND$4,000
ACADEMY OF THE HOLY NAMES
3319 BAYSHORE BLVDTAMPAFL33629NONEPCGENERAL FUND$2,500
ACADEMY PREP CENTER
1407 E COLUMBUS AVETAMPAFL33605NONEPCGENERAL FUND$24,000
ALZHEIMER'S ASSOCIATION
14010 ROOSEVELT BLVD 709CLEARWATERFL33762NONEPCGENERAL FUND$3,000
AMERICAN CANCER SOCIETY
12810 USF MAGNOLIA DRTAMPAFL33612NONEPCGENERAL FUND$5,500
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006NONEPCGENERAL FUND$8,000
ANNUAL PASTORAL APPEAL
6363 9TH AVE NORTHST PETERSBURGFL33710NONEPCGENERAL FUND$80,000
ARCH DIOCESE OF BEAUMONT
710 ARCHIE STBEAUMONTTX77701NONEPCGENERAL FUND$12,500
ASPEN RESCUE
37925 HIGHWAY 82ASPENCO81611NONEPCGENERAL FUND$1,000
BOYS & GIRLS CLUB
1307 N MACDILL AVENUETAMPAFL33607NONEPCGENERAL FUND$1,500
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010NONEPCGENERAL FUND$3,000
CATHOLIC CHARITIES
2050 BALLENGER AVE STE 400ALEXANDRIAVA22314NONEPCGENERAL FUND$100,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201NONEPCGENERAL FUND$2,000
CHISELERS INC
407 W KENNEDY BLVD 103FTAMPAFL33606NONEPCGENERAL FUND$1,000
CHRIST THE KING CATHOLIC CHURCH
821 S DALE MABRY HWYTAMPAFL33609NONEPCGENERAL FUND$6,000
CKG FOUNDATION
9700 GAYTON RDRICHMONDVA23238NONEPCGENERAL FUND$3,000
CREATED WOMEN INC
PO BOX 5717TAMPAFL33675NONEPCGENERAL FUND$10,000
CRISTO REY TAMPA HIGH SCHOOL
6400 E CHELSEA STTAMPAFL33610NONEPCGENERAL FUND$32,000
ECHO OF BRANDON
507 N PARSONS AVEBRANDONFL33510NONEPCGENERAL FUND$1,000
FEEDING TAMPA BAY
4702 TRANSPORT DRIVE BLD 6TAMPAFL33605NONEPCGENERAL FUND$7,000
FLORIDA SHERIFF'S YOUTH RANCH
2486 CECIL WEBB PLACEBOYS RANCHFL32060NONEPCGENERAL FUND$4,500
FOCUS
PO BOX 17408DENVERCO80217NONEPCGENERAL FUND$4,900
FRANCISCAN SISTERS
PO BOX WST BONAVENTURENY14778NONEPCGENERAL FUND$1,000
GAWA KALINGA
14241 E FIRESTONE BLVD STE 400LA MIRADACA90638NONEPCGENERAL FUND$2,000
GIFT OF ADOPTION
1200 SHERMER RD STE 111NORTHBROOKIL60062NONEPCGENERAL FUND$1,000
GULF COAST COMMUNITY FOUNDATION
601 TAMIAMI TRAIL SVENICEFL34285NONEPCGENERAL FUND$2,500
HOLY CROSS ROMANIAN ORTHODOX CHURCH
6232 FILLMORE STHOLLYWOODFL33024NONEPCGENERAL FUND$2,500
JESUIT HIGH SCHOOL
4701 N HIMES AVETAMPAFL33614NONEPCGENERAL FUND$7,000
JUNIOR LEAGUE
87 COLUMBIA DRIVETAMPAFL33606NONEPCGENERAL FUND$2,500
LEUKEMIA AND LYMPHOMA SOCIETY
3 INTERNATIONAL DR SUITE 200RYE BROOKNY10573NONEPCGENERAL FUND$2,000
LIBRARY FOUNDATION SARASOTA
1970 MAIN STSARASOTAFL34236NONEPCGENERAL FUND$1,750
LIFE CHOICES FAMILY
18560 N DALE MABRY HWYLUTZFL33548NONEPCGENERAL FUND$1,500
LOVE INC
PO BOX 127JENISONMI49429NONEPCGENERAL FUND$2,000
MAKE A WISH FOUNDATION
4742 N 24TH ST STE 400PHOENIXAZ85016NONEPCGENERAL FUND$17,000
MEALS ON WHEELS
550 W HILLSBOROUGH AVETAMPAFL33603NONEPCGENERAL FUND$2,500
METROPOLITAN MINISTRIES
2002 N FLORIDA AVETAMPAFL33602NONEPCGENERAL FUND$5,000
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY NORTHCHERRY HILLNJ08034NONEPCGENERAL FUND$1,000
MUSEUM OF THE BIBLE
400 4TH ST SWWASHINGTONDC20024NONEPCGENERAL FUND$1,000
NATIONAL PEDIATRIC CANCER FOUNDATION
5550 EXECUTIVE DR 200TAMPAFL33609NONEPCGENERAL FUND$2,000
NEW LIFE VILLAGE
4926 VENICE LAKE AVENUETAMPAFL33619NONEPCGENERAL FUND$260,500
RENEW HAITI
3816 W MORRISON AVETAMPAFL33629NONEPCGENERAL FUND$10,000
RONALD MCDONALD HOUSE CHARITIES TAMPA BAY
28 COLUMBUS DRTAMPAFL33606NONEPCGENERAL FUND$5,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036NONEPCGENERAL FUND$7,500
SPIRIT FM
717 S DALE MABRY HWAYTAMPAFL33609NONEPCGENERAL FUND$2,000
ST FRANCIS UNIVERSITY
117 EVERGREEN DRLORETTOPA15940NONEPCGENERAL FUND$15,000
ST VINCENT DE PAUL REGIONAL SEMINARY
10701 S MILITARY TRAILBOYNTON BEACHFL33436NONEPCGENERAL FUND$20,000
ST JOHN'S EPISCOPAL CHURCH
906 S ORLEANS AVETAMPAFL33606NONEPCGENERAL FUND$1,000
ST JOSEPH'S HOSPITAL
3001 W DR MARTIN LUTHER KING JRTAMPAFL33614NONEPCGENERAL FUND$2,000BLVD
STRAZ CENTER FOR THE PERFORMING ARTS
1010 N WC MACINNES PLACETAMPAFL33602NONEPCGENERAL FUND$2,000
TAMPA BAY WATCH
3000 PINELLAS BAYWAY STIERRA VERDEFL33715NONEPCGENERAL FUND$5,000
UNITED METHODIST CHURCH
210 W BROAD STCLIMAXGA39834NONEPCGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$701,650TotalGrantOrContriPdDurYrAmt
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$20ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,479ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$100,058ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,058TotalIncomeProducingActyAmt

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$3,315Yes (X)
BRADLEY J RESCH
22900 E 7TH AVETAMPAFL33605$210,154Yes (X)
STEPHANIE A RICH
32900 E 7TH AVETAMPAFL33605$206,970Yes (X)
JILL M BUHLER
42900 E 7TH AVETAMPAFL33605$206,970Yes (X)
JAMES AND MOLLY RESCH GRANDCHILDREN
52900 E 7TH AVETAMPAFL33605$22,591Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT PORTFOLIO -SAMStockNm
EOY Book Value$2,432,607EOYBookValueAmt
EOYFMV$3,076,627EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AXA EQUITABLE LIFE INSURANCE POLICYAT COST$302,013$299,000
JACKSON NATL LIFE INSURANCE POLICYAT COST$767,802$767,802
GRIFFIN-CAPITAL REITAT COST$205,798$209,753
AR HEALTHCARE TRUST II REITAT COST$103,316$81,308
GRIFFIN AMERICAN HEALTHCAREAT COST$417,487$408,102

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescANNUITY INCOMEDesc
Revenue And Expenses Per Books$81,559RevenueAndExpensesPerBooksAmt
Net Investment Income$81,559NetInvestmentIncomeAmt
Adjusted Net Income$81,559AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTSDesc
Amt$1,067Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$19,943Amt
Net Investment Income$19,943NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$5,186Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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