SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349102965
Schema version
2018v3.1
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)
Return2019-11-15T12:12:24-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line113577 FEATHER SOUND DR SUITE 400AddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337625539ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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 AVENUEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES S RESCHPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8136369808PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN KOLSTEDTPreparerPersonNm
PTINP01629589PTIN
Phone7275721400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.41.95.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm12:08:24IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id10A581EF7A5384B3E6F1C1252D9AC43E82C55238AtSubmissionCreationDeviceId
At Submission Filing Device Id8795436A6D2F947286B80284B86DAF385C7935EAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,054,402FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$39,169DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,169DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,539NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$62,511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,539CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,841OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11,841OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$661,549TotalRevAndExpnssAmt
Total Net Invst Incm$61,549TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,202TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,202TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$253,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$253,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$255,902TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,202TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$253,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$405,647ExcessRevenueOverExpensesAmt
Net Investment Income$59,347NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$244,780CashBOYAmt
Cash EOY$1,122,641CashEOYAmt
Cash EOYFMV$1,122,641CashEOYFMVAmt
Corporate Stock BOY$205,852CorporateStockBOYAmt
Corporate Stock EOY$320,954CorporateStockEOYAmt
Corporate Stock EOYFMV$320,954CorporateStockEOYFMVAmt
Other Investments BOY$2,094,637OtherInvestmentsBOYAmt
Other Investments EOY$1,507,321OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,610,807OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,545,269TotalAssetsBOYAmt
Total Assets EOY$2,950,916TotalAssetsEOYAmt
Total Assets EOYFMV$3,054,402TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,545,269UnrestrictedBOYAmt
Unrestricted EOY$2,950,916UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,545,269TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,950,916TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,545,269TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,950,916TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,545,269TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$405,647ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,950,916SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,950,916TotNetAstOrFundBalancesEOYAmt

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
PERSHING #6147P$15,264$12,797$2,467$2,467
PERSHING #6147P$414$216$198$198
PERSHING #8182P$30,300$27,918$2,382$2,382
PERSHING #8182P$16,533$11,041$5,492$5,492
FieldValueIRS element (for citing)
Capital Gain Net Income$10,539CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,187InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,187SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,187TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$48EsPenaltyAmt
Overpayment$2,765OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$2,765RefundAmt

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 AVENUEAddressLine1Txt
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 AVENUETAMPAFL33605PRESIDENT1.00$0$0$0
JAMES S RESCH
2900 E 7TH AVENUETAMPAFL33605VICE PRESIDENT1.00$0$0$0
STEPHANIE A RICH
2900 E 7TH AVENUETAMPAFL33605VICE PRESIDENT1.00$0$0$0
JILL M BUHLER
2900 E 7TH AVENUETAMPAFL33605VICE 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$1,893,810AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$683,711AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,577,521TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,577,521AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,663CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,538,858NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,943MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,943MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,187TaxBasedOnInvestmentIncomeAmt
Total Tax$1,187TotalTaxAmt
Distributable Before Adj$125,756DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$125,756DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$125,756DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$253,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$253,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$253,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,756DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$52,205ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,106ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,341ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,729ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$293,827ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$513,208TotalExcessDistributionCyovAmt
Qualifying Distributions$253,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$125,756AppliedToCurrentYearAmt
Remaining Distri From Corpus$127,944RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$641,152TotalCorpusAmt
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$52,205ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$588,947ExcessDistriCyovToNextYrAmt
Excess From Year4$90,106ExcessFromYear4Amt
Excess From Year3$69,341ExcessFromYear3Amt
Excess From Year2$7,729ExcessFromYear2Amt
Excess From Year1$293,827ExcessFromYear1Amt
Excess From Current Year$127,944ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES S RESCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12900 E 7TH AVENUEAddressLine1Txt
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 (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE CHILDRENS DREAM FUND
200 CENTRAL AVE SUITE 410ST PETERSBURGFL33701NONEPCGENERAL FUND$2,000
TAMPA BAY WATCH
3000 PINELLAS BAYWAY STIERRA VERDEFL33715NONEPCGENERAL FUND$5,000
MOFFITT CANCER CENTER
PO BOX 23827TAMPAFL33623NONEPCGENERAL FUND$1,000
MEMORIAL SLOAN KETER
1275 YORK AVENEW YORKNY10065NONEPCGENERAL FUND$2,000
NICARAGUAN CHRISTIAN RELIEF
4001 W MORRISON AVETAMPAFL33629NONEPCGENERAL FUND$1,300
JUNIOR LEAGUE
87 COLUMBIA DRIVETAMPAFL33606NONEPCGENERAL FUND$1,000
SUSAN G KOMEN FOUNDATION
5005 LBJ FREEWAY SUITE 526DALLASTX75244NONEPCGENERAL FUND$2,000
TRINITY CARE INC
100 E MADISON STREET STE 300TAMPAFL33602NONEPCGENERAL FUND$2,000
RONALD MCDONALD HOUSE CHARITIES TAMPA BAY
28 COLUMBUS DRTAMPAFL33606NONEPCGENERAL FUND$2,000
SOS CHILDRENS VILLAGES USA
1620 I ST NW 900WASHINGTONDC20006NONEPCGENERAL FUND$2,000
ST JUDE'S CHILDREN RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEPCGENERAL FUND$3,000
PEDIATRIC CANCER FOUNDATION
5550 EXECUTIVE DRIVE 200TAMPAFL33609NONEPCGENERAL FUND$3,000
NATIONAL MS SOCIETY
2701 MAITLAND CTR PKWAY SUITE 100MAITLANDFL32751NONEPCGENERAL FUND$3,000
ST MARY'S EPISCOPAL DAY SCHOOL
2101 S HUBERT AVETAMPAFL33629NONEPCGENERAL FUND$6,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036NONEPCGENERAL FUND$6,500
ST FRANCIS UNIVERSITY
117 EVERGREEN DRLORETTOPA15940NONEPCGENERAL FUND$10,000
NEW LIFE VILLAGE
4926 VENICE LAKE AVENUETAMPAFL33619NONEPCGENERAL FUND$10,000
RYAN NECE FONDATION
4401 W KENNEDY BLVDTAMPAFL33609NONEPCGENERAL FUND$2,000
MERRIE WOODE FOUNDATION
100 MERRIE-WOODE ROADSAPPHIRENC28774NONEPCGENERAL FUND$1,000
SHRINERS HOSPITAL
12502 USF PINE DRIVETAMPAFL33612NONEPCGENERAL FUND$2,000
TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRTRIANGLEVA22172NONEPCGENERAL FUND$2,000
ST JOSEPH'S HOPSITAL
3001 W DR MARTIN LUTHER KING JRTAMPAFL33614NONEPCGENERAL FUND$2,000BLVD
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010NONEPCGENERAL FUND$2,000
FEED THE CHILDREN
333 N MERIDIANOKLAHOMA CITYOK73107NONEPCGENERAL FUND$2,000
ALOIS SOCIETY
14010 ROOSEVELT BLVD 709CLEARWATERFL33762NONEPCGENERAL FUND$2,000
MARY HELP OF CHRISTIANS CENTER
6400 E CHELSEA STTAMPAFL33610NONEPCGENERAL FUND$2,000
CHILDREN'S CANCER RESEARCH
7301 OHMS LANE SUITE 355MINNEAPOLISMN55439NONEPCGENERAL FUND$2,000
CORNERSTONE CAMPUS MINISTRIES
PO BOX 17244TAMPAFL33682NONEPCGENERAL FUND$1,000
BOYS & GIRLS CLUB
1307 N MACDILL AVENUETAMPAFL33607NONEPCGENERAL FUND$1,000
SPIRIT FM
717 S DALE MABRY HWAYTAMPAFL33609NONEPCGENERAL FUND$2,000
HUMANE SOCIETY
3607 N ARMENIA AVETAMPAFL33607NONEPCGENERAL FUND$2,500
HOLY CROSS ROMANIAN ORTHODOX CHURCH
6232 FILLMORE STHOLLYWOODFL33024NONEPCGENERAL FUND$2,500
HOMEMAKERS OF HOPE
2900 E 7TH AVETAMPAFL33605NONEPCGENERAL FUND$5,000
FEEDING TAMPA BAY
4702 TRANSPORT DRIVE BLD 6TAMPAFL33605NONEPCGENERAL FUND$2,500
STARTING RIGHT NOW
1212 W CASS STTAMPAFL33606NONEPCGENERAL FUND$2,000
RED CROSS
3310 W MAIN STREETTAMPAFL33607NONEPCGENERAL FUND$12,000
ST JOHN'S ORTHODOX CHURCH
2418 W SWANN AVETAMPAFL33609NONEPCGENERAL FUND$1,000
PACE CENTER FOR GIRLS
1900 E HILLSBOROUGH AVE STE 300TAMPAFL33610NONEPCGENERAL FUND$1,000
PHILANTHROPIC WOMEN OF ST JOE'S
2700 W DR MARTIN LUTHER KING JRTAMPAFL33607NONEPCGENERAL FUND$2,000BLVD STE 310
ANNUAL PASTORAL APPEAL
6363 9TH AVE NORTHST PETERSBURGFL33710NONEPCGENERAL FUND$40,000
IMERMAN ANGELS
205 W RANDOLPH 19TH FLCHICAGOIL60606NONEPCGENERAL FUND$1,000
ST VINCENT DE PAUL REGIONAL SEMINARY
10701 S MILITARY TRAILBOYNTON BEACHFL33436NONEPCGENERAL FUND$8,200
AMERICA CANCER SOCIETY
12810 USF MAGNOLIA DRTAMPAFL33612NONEPCGENERAL FUND$5,700
ALZHEIMER'S ASSOCATION
14010 ROOSEVELT BLVD 709CLEARWATERFL33762NONEPCGENERAL FUND$2,500
A KIDS PLACE OF TAMPA BAY
1715 LITHIA PINECREST RDBRANDONFL33511NONEPCGENERAL FUND$2,500
GUIDING STAR OF TAMPA
18560 DALE MABRY HWYLUTZFL33548NONEPCGENERAL FUND$10,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201NONEPCGENERAL FUND$3,500
FLORIDA SHERIFF'S YOUTH RANCH
2486 CECIL WEBB PLACEBOYS RANCHFL32060NONEPCGENERAL FUND$1,500
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR SUITE 200RYE BROOKNY10573NONEPCGENERAL FUND$4,000
ACADEMY OF THE HOLY NAMES
3319 BAYSHORE BLVDTAMPAFL33629NONEPCGENERAL FUND$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOORNEW YORKNY10001NONEPCGENERAL FUND$2,000
FEEDING AMERICA
35 E WACKER DR SUITE 2000CHICAGOIL60601NONEPCGENERAL FUND$2,000
CHISELERS INC
401 WEST KENNEDY BLVDTAMPAFL33606NONEPCGENERAL FUND$2,500
JESUIT HIGH SCHOOL
4701 N HIMES AVETAMPAFL33614NONEPCGENERAL FUND$6,000
MAKE A WISH FOUNDATION
4742 N 24TH ST STE 400PHOENIXAZ85016NONEPCGENERAL FUND$3,000
BERKELEY PREPARATORY SCHOOL INC
4811 KELLY RDTAMPAFL33615NONEPCGENERAL FUND$2,500
CRISTO REY TAMPA HIGH SCHOOL
6400 E CHELSEA STTAMPAFL33610NONEPCGENERAL FUND$30,500
CHRIST THE KING CATHOLIC CHURCH
821 S DALE MABRY HWYTAMPAFL33609NONEPCGENERAL FUND$6,000
CAMERON K GALLAGHER
9700 GAYTON RDRICHMONDVA23238NONEPCGENERAL FUND$1,000
LOVE INC
PO BOX 127JENISONMI49429NONEPCGENERAL FUND$1,000
GIFT OF ADOPTION FUND
PO BOX 567/2001 WAUKEGAN RD 5TH FLTECHNYIL60082NONEPCGENERAL FUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$253,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,169ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,539ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
GRIFFIN CAPITAL CORPORATION$001$9,552
PERSHING #6147$001$43
AR GLOBAL$001$2,246

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$61,549ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,549TotalIncomeProducingActyAmt

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$32,785Yes (X)
BRADLEY J RESCH
22900 E 7TH AVETAMPAFL33605$191,032Yes (X)
STEPHANIE A RICH
32900 E 7TH AVETAMPAFL33605$188,092Yes (X)
JILL M BUHLER
42900 E 7TH AVETAMPAFL33605$188,091Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,200Amt
Net Investment Income$2,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ZACKS INVESMENT MGMT #2392$156,532$156,532
ZACKS INVESMENT MGMT #2144$164,422$164,422

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AXA EQUITABLE LIFE INSURANCE POLICYAT COST$200,000$215,524
JACKSON NATL LIFE INSURANCE POLICYAT COST$400,000$487,962
GRIFFIN-CAPITAL REITAT COST$218,602$218,602
ARC HEALTHCARE TRUST II REITAT COST$105,826$105,826
GRIFFIN AMERICAN HEALTHCAREAT COST$582,888$582,888
INVESTMENT PORTFOLIO -SAMAT COST$5$5

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
GRIFFIN CAPITAL CORPORATION$9,552$9,552$9,552
PERSHING #6147$43$43$43
AR GLOBAL$2,246$2,246$2,246

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2Amt
Net Investment Income$2NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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