SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201743189349101754
Schema version
2016v3.0
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)
Return2017-11-14T11:56:20-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bashor & Legendre LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14809 Ehrlich Road Suite 203AddressLine1Txt
CityTampaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP336242037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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)
PersonBRADLEY J RESCHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPercy J Legendre IIIPreparerPersonNm
PTINP00653079PTIN
Phone8139613220PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,375,882FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,567DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,567DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,680NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$453,937GrossSalesPriceAmt
Total Rev And Expnss$524,902TotalRevAndExpnssAmt
Total Net Invst Incm$29,582TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,175AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,880OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,880OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss-$713TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$59PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,401TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,062TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$121,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$121,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$129,601TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,062TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$395,301ExcessRevenueOverExpensesAmt
Net Investment Income$20,520NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$77,893CashBOYAmt
Cash EOY$398,432CashEOYAmt
Cash EOYFMV$398,432CashEOYFMVAmt
Corporate Stock BOY$418,101CorporateStockBOYAmt
Corporate Stock EOY$381,042CorporateStockEOYAmt
Corporate Stock EOYFMV$383,115CorporateStockEOYFMVAmt
Other Investments BOY$1,471,591OtherInvestmentsBOYAmt
Other Investments EOY$1,556,117OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,594,335OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,967,585TotalAssetsBOYAmt
Total Assets EOY$2,335,591TotalAssetsEOYAmt
Total Assets EOYFMV$2,375,882TotalAssetsEOYFMVAmt
Other Liabilities EOY$2,500OtherLiabilitiesEOYAmt
Total Liabilities EOY$2,500TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,967,585UnrestrictedBOYAmt
Unrestricted EOY$2,333,091UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,967,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,333,091TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,967,585TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,335,591TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,967,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$395,301ExcessRevenueOverExpensesAmt
Subtotal$2,362,886SubtotalAmt
Other Decreases$29,795OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,333,091TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
AR GLOBAL HEALTHCARE TRUST CAP GAIN DISTP2016-01-012016-12-31$44$44$44
PERSHING CAPITAL GAIN DISTRIBUTIONSP2016-01-012016-12-31$292$292$292
PERSHING LLC 5YV-816147P2016-01-012016-12-31$74,557$9,258$9,258$65,299
PERSHING LLC 5YV-816147P2010-01-012016-12-31$70,830-$2,110-$2,110$72,940
pershing llc 5YV-348182P2016-01-012016-12-31$236,566-$1,291-$1,291$237,857
invest 5HT-266343 capital gain distrP2016-01-012016-12-31$230$230$230
707 northstar rlty europeP2015-11-032016-04-26$8,361$431$431$7,930
1557 select income reitP2014-01-012016-04-26$35,309-$3,178-$3,178$38,487
2120 northstar rlty finP2015-02-102016-05-12$27,748-$8,356-$8,356$36,104
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,680CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,964NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$410InvestmentIncomeExciseTaxAmt
Subtotal$410SubtotalAmt
Tax Based On Investment Income$410TaxBasedOnInvestmentIncomeAmt
Tax Due$410TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES RESCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
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 QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BRADLEY J RESCH
2900 E 7TH AVENUETAMPAFL33605President0.00$0
JAMES S RESCH
2900 E 7TH AVENUETAMPAFL33605Vice President0.00$0
STEPHANIE A RICH
2900 E 7TH AVENUETAMPAFL33605Secretary0.00$0
JILL M BUHLER
2900 E 7TH AVENUETAMPAFL33605Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,840,815AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$471,484AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,312,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,312,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,684CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,277,615NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,881MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,881MinimumInvestmentReturnAmt
Tax Based On Investment Income$410TaxBasedOnInvestmentIncomeAmt
Total Tax$410TotalTaxAmt
Distributable Before Adj$113,471DistributableBeforeAdjAmt
Distributable Before Ded$113,471DistributableBeforeDedAmt
Distributable As Adjusted$113,471DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,200ExpensesAndContributionsAmt
Qualifying Distributions$121,200QualifyingDistributionsAmt
Adjusted Qualifying Distri$121,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,471DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$109,224ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$482,379ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,205ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,106ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$69,341ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$803,255TotalExcessDistributionCyovAmt
Qualifying Distributions$121,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,471AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,729RemainingDistriFromCorpusAmt
Total Corpus$810,984TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$109,224ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$701,760ExcessDistriCyovToNextYrAmt
Excess From Year4$482,379ExcessFromYear4Amt
Excess From Year3$52,205ExcessFromYear3Amt
Excess From Year2$90,106ExcessFromYear2Amt
Excess From Year1$69,341ExcessFromYear1Amt
Excess From Current Year$7,729ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES S RESCHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES S RESCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12900 E 7TH AVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33605ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8136369808RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On Awards501(c)(3) ORGANIZATIONS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRIST THE KING CATHOLIC CHURCH
821 S DALE MABRY HWYTAMPAFL33609NONEPCGENERAL FUND$6,000
JESUIT HIGH SCHOOL
4701 N HIMES AVETAMPAFL33614NONEPCGENERAL FUND$1,000
JUNIOR LEAGUE OF TAMPA
87 COLUMBIA DRIVETAMPAFL33606NONEPCGENERAL FUND$1,000
NEW LIFE VILLAGE
4926 VENICE LAKE AVENUETAMPAFL33619NONEPCGENERAL FUND$10,000
PEDRIATRIC CANCER FOUNDATION
PO BOX 785MAMARONECKNY10543NONEPCGENERAL FUND$2,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036NONEPCGENERAL FUND$4,000
ST MARY'S EPISCOPAL DAY SCHOOL
2101 S HUBERT AVETAMAPFL33629NONEPCGENERAL FUND$4,000
TAMPA PREPARATORY SCHOOL
727 WEST CASS STREETTAMPAFL33606NONEPCGENERAL FUND$10,000
DIOCESE OF ST PETERSBURG
6363 9TH AVE NST PETERSBURGFL33710NONEPCGENERAL FUND$15,000
FLORIDA SHERIFF'S YOUTH RANCH
2486 CECIL WEBB PLACEBOYS RANCHFL32060NONEPCGENERAL FUND$1,200
ST FRANCIS UNIVERSITY
117 EVERGREEN DRLORETTOPA15940NONEPCGENERAL FUND$10,000
ST VINCENT DE PAUL REGIONAL SEMINAR
10701 S MILITARY TRAILBOYNTON BEACHFL33436NONEPCGENERAL FUND$5,000
ST JOSEPH'S HOSPITAL FOUNDATION
2700 WEST DRMLK STE 310TAMPAFL33607NONEPCGENERAL FUND$1,000
RONALD MCDONALD HOUSE CHARITIES TAM
28 COLUMBUS DRTAMPAFL33606NONEPCGENRERAL FUND$1,000
BOYS AND GIRLS CLUB OF TAMPA
1218 E KAY STREETTAMPAFL33602NONEPCGENERAL FUND$1,000
CATHOLICS FOR CAMEROON
100 MADISON STREET SUITE 300TAMPAFL33602NONEPCGENERAL FUND$10,000
HOMEMAKERS INC
149 ABACO DRIVEPALM SPRINGSFL33461NONEPCGENERAL FUND$4,000
NATIONAL MS SOCIETY
2701 MAITLAND CTR PKWY SUITE 100MAITLANDFL32751NONEPCGENERAL FUND$1,000
A KIDS PLACE OF TAMPA BAY
1715 LITHIA PINECREST RDBRANDONFL33511NONEPCGENERAL FUND$1,000
ACADEMY PREP CENTER
1407 E COLUMBUS DRTAMPAFL33605NONEPCGENERAL FUND$2,000
ALZHEIMER'S ASSOCIATION
14010 ROOSEVELT BLVD 709CLEARWATERFL33762NONEPCGENERAL FUND$1,000
AMERICAN CANCER SOCIETY
12810 USF MAGNOLIA DRTAMPAFL33612NONEPCGENERAL FUND$4,000
CATHOLIC FOUNDATION
6363 9TH AVE NST PETERSBURGFL33710NONEPCGENERAL FUND$2,500
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOORNEW YORKNY10001NONEPCGENERAL FUND$3,000
GIFT OF ADOPTION
2001 WAUKEGAN RDDEERFIELDIL60015NONEPCGENERAL FUND$1,000
GUIDING STAR OF TAMPA
18560 DALE MABRY HWYLUTZFL33548NONEPCGENERAL FUND$1,000
LIFE CHOICES WOMENS CARE
18560 N DALE MABRY HWYLUTZFL33548NONEPCGENERAL FUND$1,000
MAKE A WISH FOUNDATION
324 N DALE MABRY HWYTAMPAFL33609NONEPCGENERAL FUND$3,000
MARINE TOYS FOR TOTS
18251 QUANTICO GATEWAY DRTRIANGLEVA22172NONEPCGENERAL FUND$3,000
NEIGHBORS LOVING NEIGHBORS
300 WEST MAIN STREETWHITE SULPHER SPRINGWV24986NONEPCGENERAL FUND$1,500
HELP BRINGS HOPE FOR HAITI INRENEW
3816 W MORRISON AVETAMPAFL33629NONEPCGENERAL FUND$2,000
SOS CHILDRENS VILLAGES USA
1620 I ST NW 900WASHINGTONDC20006NONEPCGENERAL FUND$2,000
ST MICHAELS LEGAL CENTER FOR WOMEN
821 S DALE MABRYTAMPAFL33609NONEPCGENERAL FUND$1,000
ST JUDE'S CHILDREN RESEARCH HOSPITA
262 DANNY THOMAS PLMEMPHISTN38105NONEPCGENERAL FUND$3,000
THE RYAN NEESE FOUNDATION
4401 W KENNEDY BLVDTAMPAFL33609NONEPCGENERAL FUND$1,000
TIM TEBOW FOUNDATION
7700 SQUARE LAKE BLVDJACKSONVILLEFL32256NONEPCGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$121,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$29,567RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$4,680RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,902RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,902TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JAMES S RESCH
12900 E 7TH AVETAMPAFL33605$24,519Yes (X)
MOLLY A RESCH
22900 E 7TH AVETAMPAFL33605$18,723Yes (X)
BRADLEY J RESCH
32900 E 7TH AVETAMPAFL33605$152,786Yes (X)
STEPHANIE A RICH
42900 E 7TH AVETAMPAFL33605$151,986Yes (X)
JILL M BUHLER
52900 E 7TH AVETAMPAFL33605$151,986Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$2,175Amt
Net Investment Income$2,175NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPERSHING ACCT COMMON STOCKSStockNm
EOY Book Value$381,042EOYBookValueAmt
EOYFMV$383,115EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AXA EQUITABLE LIFE INSURANCE POLICYAT COST$200,000$214,265
JACKSON NATL LIFE INSURANCE POLICYAT COST$422,776$466,480
GRIFFIN-CAPITAL REITAT COST$205,930$213,639
ARC HEALTHCARE TRUST II REITAT COST$122,069$116,383
GRIFFIN AMERICAN HEALTHCAREAT COST$427,049$405,016
INVEST ACCT COMMON STOCKSAT COST$17$15
INVEST ACCT ETPAT COST$99,825$98,501
PERSHING ETPAT COST$78,451$80,036

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Descprior year nondividend adjustmentsDesc
Amt$29,795Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDeposits PayableDesc
EOY Book Value$2,500EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT ADVISORY FEESCategoryTxt
Amt$6,880Amt
Net Investment Income$6,880NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
federal excise tax$359
federal excise tax refund from 2014$1,079
foreign tax paid$7$7

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