SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202022889349100607
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T09:41:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 13577 FEATHER SOUND DR SUITE 400 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337625539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 AVENUE | 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 | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN KOLSTEDT | PreparerPersonNm |
| PTIN | P01629589 | PTIN |
| Phone | 7275721400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.221.96.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-13 | IPDt |
| IP Tm | 10:44:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC3EEE866770900768A26B859547637405145D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,896,943 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,368 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,735 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $846,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,509 | 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 |
| Accounting Fees Rev And Expnss | $6,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $470,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,122,641 | CashBOYAmt |
| Cash EOY | $74,041 | CashEOYAmt |
| Cash EOYFMV | $74,041 | CashEOYFMVAmt |
| Corporate Stock BOY | $320,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,970,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,200,679 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,507,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,354,527 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,622,223 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,950,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,399,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,896,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,950,916 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,399,482 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,950,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,399,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,950,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,399,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,950,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $470,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,735 | OtherIncreasesAmt |
| Subtotal | $3,458,224 | SubtotalAmt |
| Other Decreases | $58,742 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,399,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LPL #3281-2144 | P | $19,573 | $19,335 | $238 | $238 |
| LPL #3281-2144 | P | $12,546 | $11,715 | $831 | $831 |
| LPL #7375-2392 | P | $140,924 | $142,324 | -$1,400 | -$1,400 |
| LPL #7375-2392 | P | $28,113 | $26,706 | $1,407 | $1,407 |
| CAPITAL GAINS DIVIDENDS | P | $9,292 | $9,292 | $9,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,368 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,538,858 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099927 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $422,259 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,607,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161946 | DistributionYr2Rt |
| Total Distribution | 0.261873 | TotalDistributionRt |
| Average Distribution | 0.130937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,479,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $455,607 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $449 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $456,056 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $350,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $2,067 | OverpaymentAmt |
| Applied To ES Tax | $2,067 | 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 AVENUE | 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 | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 AVENUE | TAMPA | FL | 33605 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES S RESCH | ||||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHANIE A RICH | ||||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL M BUHLER | ||||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | VICE PRESIDENT | 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 | $2,934,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $597,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,532,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,532,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,479,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $899 | TotalTaxAmt |
| Distributable Before Adj | $173,080 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,080 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,080 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $350,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $350,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $90,106 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,729 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $293,827 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $588,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $350,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,720 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $766,667 | 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 | $90,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $676,561 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,341 | ExcessFromYear4Amt |
| Excess From Year3 | $7,729 | ExcessFromYear3Amt |
| Excess From Year2 | $293,827 | ExcessFromYear2Amt |
| Excess From Year1 | $127,944 | ExcessFromYear1Amt |
| Excess From Current Year | $177,720 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 AVENUE | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A KIDS PLACE OF TAMPA BAY | ||||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | NONE | PC | GENERAL FUND | $2,500 | |
| ACADEMY OF THE HOLY NAMES | ||||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | NONE | PC | GENERAL FUND | $1,000 | |
| ACADEMY PREP CENTER | ||||||||
| 1407 E COLUMBUS DR | TAMPA | FL | 33605 | NONE | PC | GENERAL FUND | $2,500 | |
| ACT NOW CHILDRENS HOSPITAL | ||||||||
| 620 S 76TH ST SUITE 120 | MILWAUKEE | WI | 53214 | NONE | PC | GENERAL FUND | $1,000 | |
| ALZHEIMER'S ASSOCATION | ||||||||
| 14010 ROOSEVELT BLVD 709 | CLEARWATER | FL | 33762 | NONE | PC | GENERAL FUND | $2,500 | |
| AMERICA CANCER SOCIETY | ||||||||
| 12810 USF MAGNOLIA DR | TAMPA | FL | 33612 | NONE | PC | GENERAL FUND | $5,500 | |
| ANNUAL PASTORAL APPEAL | ||||||||
| 6363 9TH AVE NORTH | ST PETERSBURG | FL | 33710 | NONE | PC | GENERAL FUND | $60,000 | |
| BERKELEY PREPARATORY SCHOOL INC | ||||||||
| 4811 KELLY RD | TAMPA | FL | 33615 | NONE | PC | GENERAL FUND | $2,500 | |
| BIRDIES FOR TAMPA BAY CHRISTIAN ACADEMY | ||||||||
| 6815 NORTH ROME AVENUE | TAMPA | FL | 33604 | NONE | PC | GENERAL FUND | $2,000 | |
| BOYS & GIRLS CLUB | ||||||||
| 1307 N MACDILL AVENUE | TAMPA | FL | 33607 | NONE | PC | GENERAL FUND | $2,000 | |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | PC | GENERAL FUND | $2,500 | |
| CAMERON K GALLAGHER FOUNDATION | ||||||||
| 9700 GAYTON RD | RICHMOND | VA | 23238 | NONE | PC | GENERAL FUND | $3,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PC | GENERAL FUND | $2,500 | |
| CHILDREN'S CANCER RESEARCH | ||||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | GENERAL FUND | $2,500 | |
| CHRIST THE KING CATHOLIC CHURCH | ||||||||
| 821 S DALE MABRY HWY | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $43,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL FUND | $10,000 | |
| CREATED WOMEN | ||||||||
| PO BOX 5717 | TAMPA | FL | 33675 | NONE | PC | GENERAL FUND | $3,000 | |
| CRISTO REY TAMPA HIGH SCHOOL | ||||||||
| 6400 E CHELSEA ST | TAMPA | FL | 33610 | NONE | PC | GENERAL FUND | $30,500 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUND | $1,000 | |
| FEEDING TAMPA BAY | ||||||||
| 4702 TRANSPORT DRIVE BLD 6 | TAMPA | FL | 33605 | NONE | PC | GENERAL FUND | $2,500 | |
| FLORIDA SHERIFF'S YOUTH RANCH | ||||||||
| 2486 CECIL WEBB PLACE | BOYS RANCH | FL | 32060 | NONE | PC | GENERAL FUND | $2,000 | |
| GIGI'S PLAYHOUSE FOR DOWN SYNDROME | ||||||||
| 3611 W HILLSBOROUGH AVE | TAMPA | FL | 33614 | NONE | PC | GENERAL FUND | $1,000 | |
| GUIDING STAR OF TAMPA | ||||||||
| 18560 DALE MABRY HWY | LUTZ | FL | 33548 | NONE | PC | GENERAL FUND | $10,000 | |
| HOLY CROSS ROMANIAN ORTHODOX CHURCH | ||||||||
| 6232 FILLMORE ST | HOLLYWOOD | FL | 33024 | NONE | PC | GENERAL FUND | $7,500 | |
| HOPE CHILDREN'S HOME | ||||||||
| 11415 HOPE INTERNATIONAL DRIVE | TAMPA | FL | 33625 | NONE | PC | GENERAL FUND | $1,000 | |
| JESUIT HIGH SCHOOL | ||||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | NONE | PC | GENERAL FUND | $3,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | GENERAL FUND | $2,500 | |
| JUNIOR LEAGUE | ||||||||
| 87 COLUMBIA DRIVE | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $1,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL FUND | $3,500 | |
| LOVE INC | ||||||||
| PO BOX 127 | JENISON | MI | 49429 | NONE | PC | GENERAL FUND | $2,500 | |
| MAKE A WISH FOUNDATION | ||||||||
| 4742 N 24TH ST STE 400 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL FUND | $2,500 | |
| MARY HELP OF CHRISTIANS CENTER | ||||||||
| 6400 E CHELSEA ST | TAMPA | FL | 33610 | NONE | PC | GENERAL FUND | $1,000 | |
| MEALS ON WHEELS | ||||||||
| 550 W HILLSBOROUGH AVE | TAMPA | FL | 33603 | NONE | PC | GENERAL FUND | $1,000 | |
| MEMORIAL SLOAN KETER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL FUND | $2,500 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | ||||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | NONE | PC | GENERAL FUND | $4,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 2701 MAITLAND CTR PKWAY SUITE 100 | MAITLAND | FL | 32751 | NONE | PC | GENERAL FUND | $1,000 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION | ||||||||
| 5550 EXECUTIVE DR 200 | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $4,000 | |
| NEW LIFE VILLAGE | ||||||||
| 4926 VENICE LAKE AVENUE | TAMPA | FL | 33619 | NONE | PC | GENERAL FUND | $10,000 | |
| NICARAGUAN CHRISTIAN RELIEF | ||||||||
| 4001 W MORRISON AVE | TAMPA | FL | 33629 | NONE | PC | GENERAL FUND | $1,300 | |
| PAWS FOR HOPE INC | ||||||||
| 10401 WILSKY BLVD | TAMPA | FL | 33625 | NONE | PC | GENERAL FUND | $1,000 | |
| PROSTRATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL FUND | $2,500 | |
| READY FOR LIFE | ||||||||
| 2300 TALL PINES DR 100 | LARGO | FL | 33771 | NONE | PC | GENERAL FUND | $2,500 | |
| RED CROSS | ||||||||
| 3310 W MAIN STREET | TAMPA | FL | 33607 | NONE | PC | GENERAL FUND | $17,000 | |
| RONALD MCDONALD HOUSE CHARITIES TAMPA BAY | ||||||||
| 28 COLUMBUS DR | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $2,500 | |
| RYAN NECE FONDATION | ||||||||
| 4401 W KENNEDY BLVD | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $3,500 | |
| SOS CHILDRENS VILLAGES USA | ||||||||
| 1620 I ST NW 900 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL FUND | $2,500 | |
| SPECIAL OLYMPICS | ||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL FUND | $5,500 | |
| SPIRIT FM | ||||||||
| 717 S DALE MABRY HWAY | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $2,000 | |
| ST FRANCIS UNIVERSITY | ||||||||
| 117 EVERGREEN DR | LORETTO | PA | 15940 | NONE | PC | GENERAL FUND | $10,000 | |
| ST MARY'S EPISCOPAL DAY SCHOOL | ||||||||
| 2101 S HUBERT AVE | TAMPA | FL | 33629 | NONE | PC | GENERAL FUND | $7,000 | |
| ST VINCENT DE PAUL REGIONAL SEMINARY | ||||||||
| 10701 S MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | PC | GENERAL FUND | $22,000 | |
| ST JOSEPH'S HOPSITAL | ||||||||
| 3001 W DR MARTIN LUTHER KING JR | TAMPA | FL | 33614 | NONE | PC | GENERAL FUND | $4,500 | BLVD |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $2,500 | |
| STARTING RIGHT NOW | ||||||||
| 1212 W CASS ST | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $2,000 | |
| STRAZ CENTER FOR THE PERFORMING ARTS | ||||||||
| 1010 N WC MACINNES PLACE | TAMPA | FL | 33602 | NONE | PC | GENERAL FUND | $3,000 | |
| SUSAN G KOMEN FOUNDATION | ||||||||
| 5005 LBJ FREEWAY SUITE 526 | DALLAS | TX | 75244 | NONE | PC | GENERAL FUND | $2,500 | |
| TAMPA PREPARATORY SCHOOL | ||||||||
| 727 WEST CASS STREET | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $10,000 | |
| TEENS FOR HAITI | ||||||||
| 821 S DALE MABRY HWY | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $1,000 | |
| THE GROW SCHOOL | ||||||||
| 185 SOUTHBRIDGE ROAD | DUDLEY | MA | 01571 | NONE | PC | GENERAL FUND | $1,000 | |
| TIM TEBOW FOUNDATION | ||||||||
| 7700 SQUARE LAKE BLVD | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL FUND | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,800 | 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 | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,368 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,735 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,244 | 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 (4 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 | $40,982 | Yes (X) |
| BRADLEY J RESCH | ||||||
| 2 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $238,790 | Yes (X) |
| STEPHANIE A RICH | ||||||
| 3 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $235,114 | Yes (X) |
| JILL M BUHLER | ||||||
| 4 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $235,114 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZACKS INVESMENT MGMT #2392 | $270,015 | $315,902 |
| ZACKS INVESMENT MGMT #2144 | $276,424 | $312,605 |
| INVESTMENT PORTFOLIO -SAM | $1,424,475 | $1,572,172 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE POLICY | AT COST | $200,000 | $252,161 |
| JACKSON NATL LIFE INSURANCE POLICY | AT COST | $400,000 | $615,535 |
| GRIFFIN-CAPITAL REIT | AT COST | $214,044 | $214,044 |
| AR HEALTHCARE TRUST II REIT | AT COST | $91,455 | $91,455 |
| GRIFFIN AMERICAN HEALTHCARE | AT COST | $449,028 | $449,028 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENTS | $46,933 |
| PRIOR YEAR NONDIVIDEND DISTRIBUTIONS | $11,809 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Revenue And Expenses Per Books | $48 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $36,735 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $36,735 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $36,735 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $14,573 | Amt |
| Net Investment Income | $14,573 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments