SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-20
- IRS object ID
- 201631729349100103
- Schema version
- 2015v2.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-20T07:56:27-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | 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 | 2016-06-20 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,935,520 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $556,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,088 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,383 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,202 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,202 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$155,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,429 | CashBOYAmt |
| Cash EOY | $77,893 | CashEOYAmt |
| Cash EOYFMV | $77,893 | CashEOYFMVAmt |
| Pledges Rcvbl BOY | $450,000 | PledgesRcvblBOYAmt |
| Corporate Stock BOY | $241,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $418,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $462,408 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,217,893 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,471,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,395,219 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,084,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,967,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,935,520 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,084,741 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,967,585 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,084,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,084,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,967,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,084,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$155,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,988 | OtherIncreasesAmt |
| Subtotal | $1,967,585 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| pershing llc 5YV-348182 | P | 2015-01-01 | 2015-12-31 | $155,962 | $165,959 | -$9,997 | -$9,997 |
| pershing llc 5YV-348182 CAP GAIN DIST | P | 2010-01-01 | 2015-12-31 | $3 | $3 | $3 | |
| PERSHING LLC 5YV-816147 | P | 2015-01-01 | 2015-12-31 | $142,568 | $137,413 | $5,155 | $5,155 |
| PERSHING LLC 5YV-816147 CAP GAIN DIST | P | 2010-01-01 | 2015-12-31 | $1,042 | $1,042 | $1,042 | |
| PERSHING LLC 5YV-816147 | P | 2010-01-01 | 2015-12-31 | $48,459 | $45,992 | $2,467 | $2,467 |
| 0.500 NORTHSTAR RLTY CASH IN LIEU | P | 2015-01-01 | 2015-11-05 | $10 | $10 | $10 | |
| PERSHING LLC 5YV-816147 CAP GAIN DIST | P | 2015-01-01 | 2015-12-31 | $150 | $150 | $150 | |
| WELLS FARGO - SELECT INCOME REIT | P | 2015-01-01 | 2015-01-29 | $6,963 | $7,721 | -$758 | -$758 |
| WELLS FARGO - SELECT INC REIT SIRA | P | 2010-01-01 | 2015-01-29 | $172,249 | $195,439 | -$23,190 | -$23,190 |
| WELLS FARGO - SELECT INC REIT SIR1 | P | 2010-01-01 | 2015-01-29 | $20 | $20 | ||
| AMERICAN REALTY HEALTHCARE TRUSTcao gain | P | 2015-01-01 | 2015-12-31 | $28 | $28 | $28 | |
| cole reit merge & cash out | P | 2015-01-01 | 2015-01-29 | $29,133 | $29,133 | $29,133 | |
| Wash Sale | $45 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,088 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,766 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $356 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $356 | SubtotalAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $356 | 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 | 0.00 | $0 |
| JAMES S RESCH | ||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | Vice President | 0.00 | $0 |
| STEPHANIE A RICH | ||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | Secretary | 0.00 | $0 |
| JILL M BUHLER | ||||||
| 2900 E 7TH AVENUE | TAMPA | FL | 33605 | Treasurer | 0.00 | $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 | $1,909,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,087,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,087,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,056,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $356 | TotalTaxAmt |
| Distributable Before Adj | $102,454 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,454 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,454 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,795 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $171,795 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $171,795 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,454 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $109,224 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $482,379 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,205 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $733,914 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,795 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,454 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,341 | RemainingDistriFromCorpusAmt |
| Total Corpus | $803,255 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $803,255 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,224 | ExcessFromYear4Amt |
| Excess From Year3 | $482,379 | ExcessFromYear3Amt |
| Excess From Year2 | $52,205 | ExcessFromYear2Amt |
| Excess From Year1 | $90,106 | ExcessFromYear1Amt |
| Excess From Current Year | $69,341 | 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 (31 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 | $7,000 |
| JESUIT HIGH SCHOOL | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | NONE | PC | GENERAL FUND | $1,000 |
| JUNIOR LEAGUE OF TAMPA | |||||||
| 87 COLUMBIA DRIVE | TAMPA | FL | 33606 | NONE | PC | GENERAL FUND | $4,000 |
| PEDRIATRIC CANCER FOUNDATION | |||||||
| PO BOX 785 | MAMARONECK | NY | 10543 | NONE | PC | GENERAL FUND | $1,500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL FUND | $3,250 |
| ST MARY'S EPISCOPAL DAY SCHOOL | |||||||
| 2101 S HUBERT AVE | TAMAP | FL | 33629 | NONE | PC | GENERAL FUND | $5,000 |
| CHILDREN'S CANCER CENTER | |||||||
| 4901 W CYPRESS ST | TAMPA | FL | 33607 | NONE | PC | GENERAL FUND | $5,000 |
| DIOCESE OF ST PETERSBURG | |||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | NONE | PC | GENERAL FUND | $62,000 |
| FLORIDA SHERIFF'S YOUTH RANCH | |||||||
| 2486 CECIL WEBB PLACE | BOYS RANCH | FL | 32060 | NONE | PC | GENERAL FUND | $1,000 |
| JUNIOR ACHIEVEMENT OF TAMPA BAY | |||||||
| 5100 W Kennedy Blvd Suite 300 | 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 VINCENT DE PAUL REGIONAL SEMINAR | |||||||
| 10701 S MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | PC | GENERAL FUND | $1,000 |
| MAKE A WISH FOUNDATION | |||||||
| 4742 N 24TH ST STE 400 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL FUND | $1,000 |
| ST JOSEPH'S HOSPITAL FOUNDATION | |||||||
| 2700 WEST DRMLK STE 310 | TAMPA | FL | 33607 | NONE | PC | GENERAL FUND | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES TAM | |||||||
| 28 COLUMBUS DR | TAMPA | FL | 33606 | NONE | PC | GENRERAL FUND | $1,000 |
| CATHOLICS FOR CAMEROON | |||||||
| 100 MADISON STREET SUITE 300 | TAMPA | FL | 33602 | NONE | PC | GENERAL FUND | $27,000 |
| FOUNDATIONS OF LIFE PREGNANCY CENTE | |||||||
| 2021 E BUSCH BOULEVARD | TAMPA | FL | 33612 | NONE | PC | GENERAL FUND | $2,500 |
| FRIENDS OF PALM BEACH INC | |||||||
| 214 ALHAMBRA PLACE | WEST PALM BEACH | FL | 33405 | NONE | PC | GENERAL FUND | $1,000 |
| GIFT OF ADOPTION FUND | |||||||
| PO BOX 567/2001 WAUKEGAN RD5TH FL | TECHNY | IL | 60082 | NONE | PC | GENERAL FUND | $1,000 |
| HOMEMAKERS INC | |||||||
| 149 ABACO DRIVE | PALM SPRINGS | FL | 33461 | NONE | PC | GENERAL FUND | $1,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL FUND | $1,000 |
| THE ARC | |||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL FUND | $1,000 |
| MOST HOLY NAME OF JESUS CATHOLIC CH | |||||||
| 5800 15TH AVE S | ST PETERSBURG | FL | 33707 | NONE | PC | GENERAL FUND | $1,000 |
| NATIONAL BREAST CANCER FOUNDATION | |||||||
| 2600 NETWORK BLVD 300 | FRISCO | TX | 75034 | NONE | PC | GENERAL FUND | $345 |
| NATIONAL MS SOCIETY | |||||||
| 2701 MAITLAND CTR PKWY SUITE 100 | MAITLAND | FL | 32751 | NONE | PC | GENERAL FUND | $1,000 |
| OUR LADY OF KILIMANJARO | |||||||
| 1234 38TH AVE N | ST PETERSBURG | FL | 33704 | NONE | PC | GENERAL FUND | $1,000 |
| SISTERS OF HOLY CROSS | |||||||
| 377 ISLAND POND ROAD | MANCHESTER | NH | 03109 | NONE | PC | GENERAL FUND | $20,000 |
| SONRISE MISSION | |||||||
| 2080 NW 22ND ST | FORT LAUDERDALE | FL | 33311 | NONE | PC | GENERAL FUND | $2,500 |
| ST PAUL CATHOLIC CHURCH | |||||||
| 12708 N DALE MABRY HWY | TAMPA | FL | 33618 | NONE | PC | GENERAL FUND | $2,500 |
| THE HUMANE SOCIETY OF TAMPA BAY | |||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | NONE | PC | GENERAL FUND | $1,000 |
| ACADEMY OF THE HOLY NAMES | |||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | NONE | PC | GENERAL FUND | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,795 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,295 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,043 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,338 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,338 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $37,988 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT ADVISORY FEES | CategoryTxt |
| Amt | $6,202 | Amt |
| Net Investment Income | $6,202 | 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 | $1,083 | |
| foreign tax paid | $2 | $2 |
Comments