SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202133129349101263
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T11:57:00-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-10-26SignatureDt
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 PersonJIMMY 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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,530,115FMVAssetsEOYAmt
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$173InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$173InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,694DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,694DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$161,301NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,924,959GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$161,301CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$95,493OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$95,493OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$924,661TotalRevAndExpnssAmt
Total Net Invst Incm$274,661TotalNetInvstIncmAmt
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$16,733OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,733OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,733TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,733TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$384,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$384,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$404,133TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,733TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$384,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$520,528ExcessRevenueOverExpensesAmt
Net Investment Income$257,928NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,041CashBOYAmt
Cash EOY$243,946CashEOYAmt
Cash EOYFMV$243,946CashEOYFMVAmt
Sav And Temp Cash Invst EOY$381,780SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$381,780SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,970,914CorporateStockBOYAmt
Corporate Stock EOY$1,943,458CorporateStockEOYAmt
Corporate Stock EOYFMV$2,199,145CorporateStockEOYFMVAmt
Other Investments BOY$1,354,527OtherInvestmentsBOYAmt
Other Investments EOY$1,725,857OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,705,244OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,399,482TotalAssetsBOYAmt
Total Assets EOY$4,295,041TotalAssetsEOYAmt
Total Assets EOYFMV$4,530,115TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,399,482NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,295,041NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,399,482TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,295,041TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,399,482TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,295,041TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,399,482TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$520,528ExcessRevenueOverExpensesAmt
Other Increases$375,031OtherIncreasesAmt
Subtotal$4,295,041SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,295,041TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LPL #3281-2144P$297,038$285,218$11,820$11,820
LPL #7375-2392P$357,777$314,009$43,768$43,768
LPL #4847-2236P$1,270,137$1,164,431$105,706$105,706
CAPITAL GAINS DIVIDENDSP$7$7$7
FieldValueIRS element (for citing)
Capital Gain Net Income$161,301CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,585InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,585SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,585TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,067EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,067TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,518TaxDueAmt

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$3,024,751AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,242,900AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,267,651TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,267,651AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,015CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,203,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$210,182MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$210,182MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,585TaxBasedOnInvestmentIncomeAmt
Total Tax$3,585TotalTaxAmt
Distributable Before Adj$206,597DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$206,597DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$206,597DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$384,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$384,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$384,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$206,597DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$69,341ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,729ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$293,827ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$127,944ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$177,720ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$676,561TotalExcessDistributionCyovAmt
Qualifying Distributions$384,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$206,597AppliedToCurrentYearAmt
Remaining Distri From Corpus$177,803RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$854,364TotalCorpusAmt
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$69,341ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$785,023ExcessDistriCyovToNextYrAmt
Excess From Year4$7,729ExcessFromYear4Amt
Excess From Year3$293,827ExcessFromYear3Amt
Excess From Year2$127,944ExcessFromYear2Amt
Excess From Year1$177,720ExcessFromYear1Amt
Excess From Current Year$177,803ExcessFromCurrentYearAmt

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 (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY OF THE HOLY NAMES
3319 BAYSHORE BLVDTAMPAFL33629NONEPCGENERAL FUND$1,000
ALOIS
225 N MICHIGAN AVE 17TH FLCHICAGOIL60601NONEPCGENERAL FUND$2,500
AMERICAN CANCER SOCIETY
12810 USF MAGNOLIA DRTAMPAFL33612NONEPCGENERAL FUND$3,000
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006NONEPCGENERAL FUND$10,000
ANNUAL PASTORAL APPEAL
6363 9TH AVE NORTHST PETERSBURGFL33710NONEPCGENERAL FUND$60,000
ARCH DIOCESE OF BEAUMONT
710 ARCHIE STBEAUMONTTX77701NONEPCGENERAL FUND$17,500
BOYS & GIRLS CLUB
1307 N MACDILL AVENUETAMPAFL33607NONEPCGENERAL FUND$2,000
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010NONEPCGENERAL FUND$2,500
CAMP MERRIWOOD
9640 CENTER GROVE CHURCH RDCLEMMONSNC27012NONEPCGENERAL FUND$2,500
CATHOLIC CHARITIES
2050 BALLENGER AVE STE 400ALEXANDRIAVA22314NONEPCGENERAL FUND$2,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201NONEPCGENERAL FUND$4,000
CHILDREN'S CANCER RESEARCH
7301 OHMS LANE SUITE 355MINNEAPOLISMN55439NONEPCGENERAL FUND$1,000
CHISELERS INC
407 W KENNEDY BLVD 103FTAMPAFL33606NONEPCGENERAL FUND$2,500
CHRIST THE KING CATHOLIC CHURCH
821 S DALE MABRY HWYTAMPAFL33609NONEPCGENERAL FUND$1,000
CREATED WOMEN INC
PO BOX 5717TAMPAFL33675NONEPCGENERAL FUND$14,500
CRISTO REY TAMPA HIGH SCHOOL
6400 E CHELSEA STTAMPAFL33610NONEPCGENERAL FUND$32,500
FAMILIES AND COMMUNITIES TOGETHER RELIEF
2246 ROSWELL RDMARIETTAGA30062NONEPCGENERAL FUND$1,000
FEEDING AMERICA
35 E WACKER DR SUITE 2000CHICAGOIL60601NONEPCGENERAL FUND$10,000
FEEDING TAMPA BAY
4702 TRANSPORT DRIVE BLD 6TAMPAFL33605NONEPCGENERAL FUND$12,500
FLORIDA SHERIFF'S YOUTH RANCH
2486 CECIL WEBB PLACEBOYS RANCHFL32060NONEPCGENERAL FUND$2,000
FOCUS
PO BOX 17408DENVERCO80217NONEPCGENERAL FUND$4,900
GIFT OF ADOPTION
1200 SHERMER RD STE 111NORTHBROOKIL60062NONEPCGENERAL FUND$2,500
GUIDING STAR OF TAMPA
18560 DALE MABRY HWYLUTZFL33548NONEPCGENERAL FUND$15,000
GULF COAST COMMUNITY FOUNDATION
601 TAMIAMI TRAIL SVENICEFL34285NONEPCGENERAL FUND$1,000
HANDS ACROSS THE BAY
3800 ULMERTON RDCLEARWATERFL33762NONEPCGENERAL FUND$1,000
HOLY CROSS ROMANIAN ORTHODOX CHURCH
6232 FILLMORE STHOLLYWOODFL33024NONEPCGENERAL FUND$52,000
JESUIT HIGH SCHOOL
4701 N HIMES AVETAMPAFL33614NONEPCGENERAL FUND$5,500
JUNIOR LEAGUE
87 COLUMBIA DRIVETAMPAFL33606NONEPCGENERAL FUND$1,500
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR SUITE 200RYE BROOKNY10573NONEPCGENERAL FUND$1,500
LIME CONNECT
590 MADISON AVE 21ST FLNEW YORKNY10022NONEPCGENERAL FUND$1,000
LOVE INC
PO BOX 127JENISONMI49429NONEPCGENERAL FUND$12,000
MAKE A WISH FOUNDATION
4742 N 24TH ST STE 400PHOENIXAZ85016NONEPCGENERAL FUND$2,500
MEALS ON WHEELS
550 W HILLSBOROUGH AVETAMPAFL33603NONEPCGENERAL FUND$3,500
METROPOLITAN MINISTRIES
2002 N FLORIDA AVETAMPAFL33602NONEPCGENERAL FUND$6,000
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY NORTHCHERRY HILLNJ08034NONEPCGENERAL FUND$7,500
NATIONAL PEDIATRIC CANCER FOUNDATION
5550 EXECUTIVE DR 200TAMPAFL33609NONEPCGENERAL FUND$2,500
NEW LIFE VILLAGE
4926 VENICE LAKE AVENUETAMPAFL33619NONEPCGENERAL FUND$10,000
NICARAGUAN CHRISTIAN RELIEF
4001 W MORRISON AVETAMPAFL33629NONEPCGENERAL FUND$1,000
PROSTRATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPCGENERAL FUND$2,500
RONALD MCDONALD HOUSE CHARITIES TAMPA BAY
28 COLUMBUS DRTAMPAFL33606NONEPCGENERAL FUND$2,500
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036NONEPCGENERAL FUND$9,000
SPIRIT FM
717 S DALE MABRY HWAYTAMPAFL33609NONEPCGENERAL FUND$2,000
ST FRANCIS UNIVERSITY
117 EVERGREEN DRLORETTOPA15940NONEPCGENERAL FUND$10,000
ST VINCENT DE PAUL REGIONAL SEMINARY
10701 S MILITARY TRAILBOYNTON BEACHFL33436NONEPCGENERAL FUND$22,500
ST JOSEPH'S HOPSITAL
3001 W DR MARTIN LUTHER KING JRTAMPAFL33614NONEPCGENERAL FUND$2,000BLVD
ST JUDE'S CHILDREN RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEPCGENERAL FUND$2,500
ST MARY'S EPISCOPAL DAY SCHOOL
2101 S HUBERT AVETAMPAFL33629NONEPCGENERAL FUND$1,000
ST MARY'S PARENT ASSOCIATION
2101 S HUBERT AVETAMPAFL33629NONEPCGENERAL FUND$1,500
ST PETERSBURG COLLEGE
PO BOX 13489ST PETERSBURGFL337333489NONEPCGENERAL FUND$1,000
ST PETER CHURCH
1203 N NEBRASKA AVETAMPAFL33602NONEPCGENERAL FUND$1,000
STARTING RIGHT NOW
1212 W CASS STTAMPAFL33606NONEPCGENERAL FUND$1,000
STRAZ CENTER FOR THE PERFORMING ARTS
1010 N WC MACINNES PLACETAMPAFL33602NONEPCGENERAL FUND$3,000
TAMPA BAY WATCH
3000 PINELLAS BAYWAY STIERRA VERDEFL33715NONEPCGENERAL FUND$5,000
TAMPA GARDEN CLUB
2629 BAYSHORE BLVDTAMPAFL33629NONEPCGENERAL FUND$1,000
TAMPA PREPARATORY SCHOOL
727 WEST CASS STREETTAMPAFL33606NONEPCGENERAL FUND$1,000
TIM TEBOW FOUNDATION
7700 SQUARE LAKE BLVDJACKSONVILLEFL32256NONEPCGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$384,400TotalGrantOrContriPdDurYrAmt
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$173ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,694ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,493ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$161,301ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$274,661ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,661TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JAMES S RESCH
12900 E 7TH AVETAMPAFL33605$35,517Yes (X)
BRADLEY J RESCH
22900 E 7TH AVETAMPAFL33605$206,951Yes (X)
STEPHANIE A RICH
32900 E 7TH AVETAMPAFL33605$203,766Yes (X)
JILL M BUHLER
42900 E 7TH AVETAMPAFL33605$203,766Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT PORTFOLIO -SAMStockNm
EOY Book Value$1,943,458EOYBookValueAmt
EOYFMV$2,199,145EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AXA EQUITABLE LIFE INSURANCE POLICYAT COST$290,397$269,784
JACKSON NATL LIFE INSURANCE POLICYAT COST$697,859$697,859
GRIFFIN-CAPITAL REITFMV$205,153$205,153
AR HEALTHCARE TRUST II REITFMV$83,420$83,420
GRIFFIN AMERICAN HEALTHCAREFMV$449,028$449,028

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescANNUITY INCOMEDesc
Revenue And Expenses Per Books$95,493RevenueAndExpensesPerBooksAmt
Net Investment Income$95,493NetInvestmentIncomeAmt
Adjusted Net Income$95,493AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NET UNREALIZED GAIN/LOSS ON INVESTMENTS$4,038
PRIOR PERIOD ADJUSTMENT$370,993

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$16,733Amt
Net Investment Income$16,733NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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