SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-11
- IRS object ID
- 201801929349100205
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-11T10:51:01-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593421030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bashor & Legendre LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4809 Ehrlich Road Suite 203 | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336242037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | BRADLEY J RESCH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Percy J Legendre III | PreparerPersonNm |
| PTIN | P00653079 | PTIN |
| Phone | 8139613220 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,752,237 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,142 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $757,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,142 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $604,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,878 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,175 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,385 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,385 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $412 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $59 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $59 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,886 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $398,432 | CashBOYAmt |
| Cash EOY | $244,780 | CashEOYAmt |
| Cash EOYFMV | $244,780 | CashEOYFMVAmt |
| Corporate Stock BOY | $381,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $205,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $233,103 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,556,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,094,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,274,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,335,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,545,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,752,237 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,500 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,333,091 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,545,269 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,333,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,545,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,335,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,545,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,333,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,791 | OtherIncreasesAmt |
| Subtotal | $2,546,509 | SubtotalAmt |
| Other Decreases | $1,240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,545,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING CAPITAL GAIN DISTRIBUTIONS | P | 2017-01-01 | 2017-12-31 | $29 | $1 | $28 | $28 |
| PERSHING LLC 5YV-816147 | P | 2017-01-01 | 2017-12-31 | $192,972 | $180,522 | $12,450 | $12,450 |
| PERSHING LLC 5YV-816147 | P | 2016-01-01 | 2017-01-23 | $207,432 | $203,711 | $3,721 | $3,721 |
| PERSHING 5YV-348182 | P | 2017-01-01 | 2017-12-31 | $197,749 | $194,990 | $2,759 | $2,759 |
| PERSHING 5HT-266343 | P | 2017-01-01 | 2017-12-31 | $155,162 | $160,774 | -$5,612 | -$5,612 |
| COLONY NORTHSTAR | P | 2015-02-10 | 2017-01-12 | $1 | $2 | -$1 | -$1 |
| CAP GAIN DISTR | P | 2017-01-01 | 2017-12-31 | $1 | $1 | ||
| GRIFFIN CAPITAL CORP | P | 2017-01-01 | 2017-12-31 | $3,780 | $1 | $3,779 | $3,779 |
| arc healthcare reit cap gain distr | P | 2017-01-01 | 2017-12-31 | $19 | $1 | $18 | $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,142 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,422 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,938 | SubtotalAmt |
| Tax Based On Investment Income | $1,938 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $1,951 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES RESCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| BRADLEY J RESCH | ||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | President | 1.00 | $0 |
| JAMES S RESCH | ||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | Vice President | 1.00 | $0 |
| STEPHANIE A RICH | ||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | Secretary | 1.00 | $0 |
| JILL M BUHLER | ||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,294,913 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $352,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,647,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,647,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,607,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,938 | TotalTaxAmt |
| Distributable Before Adj | $128,432 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128,432 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,259 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $422,259 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $422,259 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,432 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $482,379 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,106 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,341 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $701,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,259 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $293,827 | RemainingDistriFromCorpusAmt |
| Total Corpus | $995,587 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $482,379 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $513,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,205 | ExcessFromYear4Amt |
| Excess From Year3 | $90,106 | ExcessFromYear3Amt |
| Excess From Year2 | $69,341 | ExcessFromYear2Amt |
| Excess From Year1 | $7,729 | ExcessFromYear1Amt |
| Excess From Current Year | $293,827 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES S RESCH | ContributingManagerNm |
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 AVE | 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 (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIST THE KING CATHOLIC CHURCH | |||||||
| 821 S DALE MABRY HWY | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $208,000 |
| JESUIT HIGH SCHOOL | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | NONE | PC | GENERAL FUND | $3,500 |
| JUNIOR LEAGUE OF TAMPA | |||||||
| 87 COLUMBIA DRIVE | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $1,000 |
| NEW LIFE VILLAGE | |||||||
| 4926 VENICE LAKE AVENUE | TAMPA | FL | 33619 | NONE | PC | GENERAL FUND | $10,000 |
| PEDRIATRIC CANCER FOUNDATION | |||||||
| PO BOX 785 | MAMARONECK | NY | 10543 | NONE | PC | GENERAL FUND | $2,500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL FUND | $4,000 |
| ST MARY'S EPISCOPAL DAY SCHOOL | |||||||
| 2101 S HUBERT AVE | TAMAP | FL | 33629 | NONE | PC | GENERAL FUND | $10,500 |
| TAMPA PREPARATORY SCHOOL | |||||||
| 727 WEST CASS STREET | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $11,000 |
| DIOCESE OF ST PETERSBURG | |||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | NONE | PC | GENERAL FUND | $26,200 |
| FLORIDA SHERIFF'S YOUTH RANCH | |||||||
| 2486 CECIL WEBB PLACE | BOYS RANCH | FL | 32060 | NONE | PC | GENERAL FUND | $1,500 |
| JUNIOR ACHIEVEMENT OF TAMPA BAY | |||||||
| 5100 W Kennedy Blvd Suite 300 | Tampa | FL | 33609 | NONE | PC | GENERAL FUND | $4,000 |
| ST FRANCIS UNIVERSITY | |||||||
| 117 EVERGREEN DR | LORETTO | PA | 15940 | NONE | PC | GENERAL FUND | $10,000 |
| ST VINCENT DE PAUL REGIONAL SEMINAR | |||||||
| 10701 S MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | PC | GENERAL FUND | $4,500 |
| MAKE A WISH FOUNDATION | |||||||
| 4742 N 24TH ST STE 400 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL FUND | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES TAM | |||||||
| 28 COLUMBUS DR | TAMPA | FL | 33606 | NONE | PC | GENRERAL FUND | $2,000 |
| GIFT OF ADOPTION FUND | |||||||
| PO BOX 567/2001 WAUKEGAN RD5TH FL | TECHNY | IL | 60082 | NONE | PC | GENERAL FUND | $1,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL FUND | $2,000 |
| NATIONAL MS SOCIETY | |||||||
| 2701 MAITLAND CTR PKWY SUITE 100 | MAITLAND | FL | 32751 | NONE | PC | GENERAL FUND | $1,000 |
| ST PAUL CATHOLIC CHURCH | |||||||
| 12708 N DALE MABRY HWY | TAMPA | FL | 33618 | NONE | PC | GENERAL FUND | $2,000 |
| ACADEMY OF THE HOLY NAMES | |||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | NONE | PC | GENERAL FUND | $1,000 |
| A KIDS PLACE OF TAMPA BAY | |||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | NONE | PC | GENERAL FUND | $7,500 |
| ACADEMY PREP CENTER | |||||||
| 1407 E COLUMBUS DR | TAMPA | FL | 33605 | NONE | PC | GENERAL FUND | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 14010 ROOSEVELT BLVD 709 | CLEARWATER | FL | 33762 | NONE | PC | GENERAL FUND | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 12810 USF MAGNOLIA DR | TAMPA | FL | 33612 | NONE | PC | GENERAL FUND | $8,500 |
| CATHOLIC FOUNDATION | |||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | NONE | PC | GENERAL FUND | $3,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUND | $4,000 |
| GUIDING STAR OF TAMPA | |||||||
| 18560 DALE MABRY HWY | LUTZ | FL | 33548 | NONE | PC | GENERAL FUND | $1,000 |
| SOS CHILDRENS VILLAGES USA | |||||||
| 1620 I ST NW 900 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL FUND | $1,000 |
| ST JUDE'S CHILDREN RESEARCH HOSPITA | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $2,500 |
| TIM TEBOW FOUNDATION | |||||||
| 7700 SQUARE LAKE BLVD | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL FUND | $2,000 |
| BAYSHORE LITTLE LEAGUE | |||||||
| 181 COLUMBIA DRIVE | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $2,500 |
| BERKELEY PREPARATORY SCHOOL INC | |||||||
| 4811 KELLY RD | TAMPA | FL | 33615 | NONE | PC | GENERAL FUND | $2,500 |
| CAMERON K GALLAGHER FOUNDATION | |||||||
| 9700 GAYTON RD | RICHMOND | VA | 23238 | NONE | PC | GENERAL FUND | $1,000 |
| CATHOLIC CHARITIES | |||||||
| 15945 CANAL RD | CLINTON TWP | MI | 48038 | NONE | PC | GENERAL FUND | $17,500 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PC | GENERAL FUND | $2,000 |
| CRISTO REY TAMPA HIGH SCHOOL | |||||||
| 6400 E CHELSEA ST | TAMPA | FL | 33610 | NONE | PC | GENERAL FUND | $29,600 |
| HILLSBOROUGH HIGH SCHOOL | |||||||
| 5000 N CENTRAL AVE | TAMPA | FL | 33603 | NONE | PC | GENERAL FUND | $1,900 |
| LOVE INC | |||||||
| PO BOX 127 | JENISON | MI | 49429 | NONE | PC | GENERAL FUND | $2,000 |
| NASHVILLE WINE AUCTION | |||||||
| 3015 POSTON AVE 200 | NASHVILLE | TN | 37203 | NONE | PC | GENERAL FUND | $1,000 |
| RYAN NECE FOUNDATION | |||||||
| 4401 W KENNEDY BLVD | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $5,000 |
| PRESBYTERIAN FOUNDATION | |||||||
| 200 E TWELFTH STREET | JEFFERSONVILLE | IN | 47130 | NONE | PC | GENERAL FUND | $1,000 |
| TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PC | GENERAL FUND | $1,000 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL FUND | $1,000 |
| MAYORS FEED THE HUNGRY PROGRAM | |||||||
| PO BOX 1992 | SARASOTA | FL | 34230 | NONE | PC | GENERAL FUND | $1,000 |
| CARE USA | |||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | NONE | PC | GENERAL FUND | $1,000 |
| SUSAN G KOMEN FOUNDATION | |||||||
| 5005 LBJ FREEWAY SUITE 526 | DALLAS | TX | 75244 | NONE | PC | GENERAL FUND | $1,000 |
| CHRIS KLUG FOUNDATION | |||||||
| 110 E HALLAM ST 102B | ASPEN | CO | 81611 | NONE | PC | GENERAL FUND | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | GENERAL FUND | $1,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUND | $2,000 |
| TRINITY CAFE INC | |||||||
| 100 E MADISON STREET STE 300 | TAMPA | FL | 33602 | NONE | PC | GENERAL FUND | $4,000 |
| CHISELERS INC | |||||||
| 401 WEST KENNEDY BLVD | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,717 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,142 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $104,878 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,878 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 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 | $18,133 | Yes (X) |
| MOLLY A RESCH | ||||||
| 2 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $14,360 | Yes (X) |
| BRADLEY J RESCH | ||||||
| 3 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $157,469 | Yes (X) |
| STEPHANIE A RICH | ||||||
| 4 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $155,019 | Yes (X) |
| JILL M BUHLER | ||||||
| 5 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $155,019 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PERSHING ACCT COMMON STOCKS | StockNm |
| EOY Book Value | $205,852 | EOYBookValueAmt |
| EOYFMV | $233,103 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE POLICY | AT COST | $200,000 | $239,374 |
| JACKSON NATL LIFE INSURANCE POLICY | AT COST | $479,625 | $519,206 |
| GRIFFIN-CAPITAL REIT | AT COST | $229,238 | $218,384 |
| ARC HEALTHCARE TRUST II REIT | AT COST | $114,188 | $112,098 |
| GRIFFIN AMERICAN HEALTHCARE | AT COST | $459,621 | $442,819 |
| INVEST ACCT COMMON STOCKS | AT COST | $251,946 | $329,686 |
| INVEST ACCT ETP | AT COST | $281,033 | $318,139 |
| PERSHING ETP | AT COST | $78,986 | $94,648 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | prior year nondividend adjustments | Desc |
| Amt | $1,240 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | penalties and interest | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| distributions reinvested | $38,707 |
| non-dividend distributions | $84 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT ADVISORY FEES | CategoryTxt |
| Amt | $5,385 | Amt |
| Net Investment Income | $5,385 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| federal excise tax | $410 | $410 |
| foreign tax paid | $2 | $2 |
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