2020-10-14T09:41:48-05:00 2019-12-31 273605969 CBIZ MHM LLC 13577 FEATHER SOUND DR SUITE 400 CLEARWATER FL 337625539 990PF 2019-01-01 453783595 SBJ RESCH FAMILY FOUNDATION INC SBJR 8136369808 2900 E 7TH AVENUE TAMPA FL 33605 JAMES S RESCH VICE PRESIDENT 8136369808 2020-10-13 1 LAUREN KOLSTEDT P01629589 7275721400 12.221.96.220 2020-10-13 10:44:53 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1CC3EEE866770900768A26B859547637405145D7 2019 2021-04-22 16:20:28Z X 3896943 X 750000 28 28 49113 49113 10368 210448 10368 36735 0 846244 59509 0 0 0 6250 0 0 14573 14573 0 4000 0 0 48 0 0 24871 14573 0 350800 350800 375671 14573 350800 470573 44936 1122641 74041 74041 320959 1970914 2200679 1507316 1354527 1622223 2950916 3399482 3896943 0 0 X 2950916 3399482 2950916 3399482 2950916 3399482 2950916 470573 36735 3458224 58742 3399482 LPL #3281-2144 P 19573 19335 238 238 LPL #3281-2144 P 12546 11715 831 831 LPL #7375-2392 P 140924 142324 -1400 -1400 LPL #7375-2392 P 28113 26706 1407 1407 CAPITAL GAINS DIVIDENDS P 9292 9292 9292 10368 0 253700 2538858 0.099927 422259 2607402 0.161946 0.261873 0.130937 3479589 455607 449 456056 350800 899 0 899 0 899 0 3000 0 3000 34 2067 2067 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A JAMES RESCH 8136369808 2900 E 7TH AVENUE TAMPA FL 33605 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 2934713 597865 0 3532578 0 0 3532578 52989 3479589 173979 173979 899 899 173080 0 173080 0 173080 350800 0 350800 0 350800 173080 0 0 90106 69341 7729 293827 127944 588947 350800 0 0 0 173080 177720 0 0 766667 0 0 0 0 0 0 90106 676561 69341 7729 293827 127944 177720 JAMES S RESCH 2900 E 7TH AVENUE TAMPA FL 33605 8136369808 NONE SPECIFIED NONE 501(C)(3) ORGANIZATIONS ONLY A KIDS PLACE OF TAMPA BAY 1715 LITHIA PINECREST RD BRANDON FL 33511 NONE PC GENERAL FUND 2500 ACADEMY OF THE HOLY NAMES 3319 BAYSHORE BLVD TAMPA FL 33629 NONE PC GENERAL FUND 1000 ACADEMY PREP CENTER 1407 E COLUMBUS DR TAMPA FL 33605 NONE PC GENERAL FUND 2500 ACT NOW CHILDRENS HOSPITAL 620 S 76TH ST SUITE 120 MILWAUKEE WI 53214 NONE PC GENERAL FUND 1000 ALZHEIMER'S ASSOCATION 14010 ROOSEVELT BLVD 709 CLEARWATER FL 33762 NONE PC GENERAL FUND 2500 AMERICA CANCER SOCIETY 12810 USF MAGNOLIA DR TAMPA FL 33612 NONE PC GENERAL FUND 5500 ANNUAL PASTORAL APPEAL 6363 9TH AVE NORTH ST PETERSBURG FL 33710 NONE PC GENERAL FUND 60000 BERKELEY PREPARATORY SCHOOL INC 4811 KELLY RD TAMPA FL 33615 NONE PC GENERAL FUND 2500 BIRDIES FOR TAMPA BAY CHRISTIAN ACADEMY 6815 NORTH ROME AVENUE TAMPA FL 33604 NONE PC GENERAL FUND 2000 BOYS & GIRLS CLUB 1307 N MACDILL AVENUE TAMPA FL 33607 NONE PC GENERAL FUND 2000 BOYS TOWN 14100 CRAWFORD STREET BOYS TOWN NE 68010 NONE PC GENERAL FUND 2500 CAMERON K GALLAGHER FOUNDATION 9700 GAYTON RD RICHMOND VA 23238 NONE PC GENERAL FUND 3000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 NONE PC GENERAL FUND 2500 CHILDREN'S CANCER RESEARCH 7301 OHMS LANE SUITE 355 MINNEAPOLIS MN 55439 NONE PC GENERAL FUND 2500 CHRIST THE KING CATHOLIC CHURCH 821 S DALE MABRY HWY TAMPA FL 33609 NONE PC GENERAL FUND 43000 CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 44106 NONE PC GENERAL FUND 10000 CREATED WOMEN PO BOX 5717 TAMPA FL 33675 NONE PC GENERAL FUND 3000 CRISTO REY TAMPA HIGH SCHOOL 6400 E CHELSEA ST TAMPA FL 33610 NONE PC GENERAL FUND 30500 FEEDING AMERICA 35 E WACKER DR SUITE 2000 CHICAGO IL 60601 NONE PC GENERAL FUND 1000 FEEDING TAMPA BAY 4702 TRANSPORT DRIVE BLD 6 TAMPA FL 33605 NONE PC GENERAL FUND 2500 FLORIDA SHERIFF'S YOUTH RANCH 2486 CECIL WEBB PLACE BOYS RANCH FL 32060 NONE PC GENERAL FUND 2000 GIGI'S PLAYHOUSE FOR DOWN SYNDROME 3611 W HILLSBOROUGH AVE TAMPA FL 33614 NONE PC GENERAL FUND 1000 GUIDING STAR OF TAMPA 18560 DALE MABRY HWY LUTZ FL 33548 NONE PC GENERAL FUND 10000 HOLY CROSS ROMANIAN ORTHODOX CHURCH 6232 FILLMORE ST HOLLYWOOD FL 33024 NONE PC GENERAL FUND 7500 HOPE CHILDREN'S HOME 11415 HOPE INTERNATIONAL DRIVE TAMPA FL 33625 NONE PC GENERAL FUND 1000 JESUIT HIGH SCHOOL 4701 N HIMES AVE TAMPA FL 33614 NONE PC GENERAL FUND 3000 JOHN HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 NONE PC GENERAL FUND 2500 JUNIOR LEAGUE 87 COLUMBIA DRIVE TAMPA FL 33606 NONE PC GENERAL FUND 1500 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DR SUITE 200 RYE BROOK NY 10573 NONE PC GENERAL FUND 3500 LOVE INC PO BOX 127 JENISON MI 49429 NONE PC GENERAL FUND 2500 MAKE A WISH FOUNDATION 4742 N 24TH ST STE 400 PHOENIX AZ 85016 NONE PC GENERAL FUND 2500 MARY HELP OF CHRISTIANS CENTER 6400 E CHELSEA ST TAMPA FL 33610 NONE PC GENERAL FUND 1000 MEALS ON WHEELS 550 W HILLSBOROUGH AVE TAMPA FL 33603 NONE PC GENERAL FUND 1000 MEMORIAL SLOAN KETER 1275 YORK AVE NEW YORK NY 10065 NONE PC GENERAL FUND 2500 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 NONE PC GENERAL FUND 4000 NATIONAL MS SOCIETY 2701 MAITLAND CTR PKWAY SUITE 100 MAITLAND FL 32751 NONE PC GENERAL FUND 1000 NATIONAL PEDIATRIC CANCER FOUNDATION 5550 EXECUTIVE DR 200 TAMPA FL 33609 NONE PC GENERAL FUND 4000 NEW LIFE VILLAGE 4926 VENICE LAKE AVENUE TAMPA FL 33619 NONE PC GENERAL FUND 10000 NICARAGUAN CHRISTIAN RELIEF 4001 W MORRISON AVE TAMPA FL 33629 NONE PC GENERAL FUND 1300 PAWS FOR HOPE INC 10401 WILSKY BLVD TAMPA FL 33625 NONE PC GENERAL FUND 1000 PROSTRATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 NONE PC GENERAL FUND 2500 READY FOR LIFE 2300 TALL PINES DR 100 LARGO FL 33771 NONE PC GENERAL FUND 2500 RED CROSS 3310 W MAIN STREET TAMPA FL 33607 NONE PC GENERAL FUND 17000 RONALD MCDONALD HOUSE CHARITIES TAMPA BAY 28 COLUMBUS DR TAMPA FL 33606 NONE PC GENERAL FUND 2500 RYAN NECE FONDATION 4401 W KENNEDY BLVD TAMPA FL 33609 NONE PC GENERAL FUND 3500 SOS CHILDRENS VILLAGES USA 1620 I ST NW 900 WASHINGTON DC 20006 NONE PC GENERAL FUND 2500 SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC 20036 NONE PC GENERAL FUND 5500 SPIRIT FM 717 S DALE MABRY HWAY TAMPA FL 33609 NONE PC GENERAL FUND 2000 ST FRANCIS UNIVERSITY 117 EVERGREEN DR LORETTO PA 15940 NONE PC GENERAL FUND 10000 ST MARY'S EPISCOPAL DAY SCHOOL 2101 S HUBERT AVE TAMPA FL 33629 NONE PC GENERAL FUND 7000 ST VINCENT DE PAUL REGIONAL SEMINARY 10701 S MILITARY TRAIL BOYNTON BEACH FL 33436 NONE PC GENERAL FUND 22000 ST JOSEPH'S HOPSITAL 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 33614 NONE PC GENERAL FUND 4500 ST JUDE'S CHILDREN RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC GENERAL FUND 2500 STARTING RIGHT NOW 1212 W CASS ST TAMPA FL 33606 NONE PC GENERAL FUND 2000 STRAZ CENTER FOR THE PERFORMING ARTS 1010 N WC MACINNES PLACE TAMPA FL 33602 NONE PC GENERAL FUND 3000 SUSAN G KOMEN FOUNDATION 5005 LBJ FREEWAY SUITE 526 DALLAS TX 75244 NONE PC GENERAL FUND 2500 TAMPA PREPARATORY SCHOOL 727 WEST CASS STREET TAMPA FL 33606 NONE PC GENERAL FUND 10000 TEENS FOR HAITI 821 S DALE MABRY HWY TAMPA FL 33609 NONE PC GENERAL FUND 1000 THE GROW SCHOOL 185 SOUTHBRIDGE ROAD DUDLEY MA 01571 NONE PC GENERAL FUND 1000 TIM TEBOW FOUNDATION 7700 SQUARE LAKE BLVD JACKSONVILLE FL 32256 NONE PC GENERAL FUND 2500 350800 0 14 28 14 49113 18 10368 NONDIVIDEND DISTRIBUTIONS 14 36735 0 96244 0 96244 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES S RESCH 2900 E 7TH AVE TAMPA FL 33605 40982 X 2 BRADLEY J RESCH 2900 E 7TH AVE TAMPA FL 33605 238790 X 3 STEPHANIE A RICH 2900 E 7TH AVE TAMPA FL 33605 235114 X 4 JILL M BUHLER 2900 E 7TH AVE TAMPA FL 33605 235114 X ACCOUNTING FEES 6250 0 0 ZACKS INVESMENT MGMT #2392 270015 315902 ZACKS INVESMENT MGMT #2144 276424 312605 INVESTMENT PORTFOLIO -SAM 1424475 1572172 AXA EQUITABLE LIFE INSURANCE POLICY AT COST 200000 252161 JACKSON NATL LIFE INSURANCE POLICY AT COST 400000 615535 GRIFFIN-CAPITAL REIT AT COST 214044 214044 AR HEALTHCARE TRUST II REIT AT COST 91455 91455 GRIFFIN AMERICAN HEALTHCARE AT COST 449028 449028 COST BASIS ADJUSTMENTS 46933 PRIOR YEAR NONDIVIDEND DISTRIBUTIONS 11809 PENALTIES 48 0 0 NONDIVIDEND DISTRIBUTIONS 36735 36735 NONDIVIDEND DISTRIBUTIONS 36735 ADVISORY FEES 14573 14573 0 FEDERAL EXCISE TAX 4000 0 0