SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349104400
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:10:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341874260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WEST 47TH STREET SUITE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL M BUHLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8136369808 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA BURKE | PreparerPersonNm |
| PTIN | P00220718 | PTIN |
| Phone | 8169455500 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,716,694 | 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 | $1,128,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,210 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,969 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $725,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,864 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $95,902 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,330,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,744 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,744 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $480 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $480 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,339,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,311,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,386,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,317,011 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,451 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,380 | CashBOYAmt |
| Cash EOY | $50,222 | CashEOYAmt |
| Cash EOYFMV | $50,222 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $259,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $529,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $529,878 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,213,496 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,860,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,133,948 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,012,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,051,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,977,646 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,572,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,516,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,716,694 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,572,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,516,738 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,572,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,516,738 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,572,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,516,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,572,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,516,738 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,516,738 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $725,646 | $706,971 | $18,675 | $18,675 | |
| CAPITAL GAINS DIVIDENDS | $189 | $189 | $189 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,491 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,491 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,163 | OverpaymentAmt |
| Applied To ES Tax | $2,163 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JILL M BUHLER TREASURER | IndividualWithBooksNm |
| Phone | 8136369808 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRADLEY J RESCH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES S RESCH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL M BUHLER | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | TREASURER | 1.00 | $0 | $0 | $0 |
| MOLLY A RESCH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE A RICH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,772,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $594,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,243,622 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,610,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,610,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,510,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,328 | TotalTaxAmt |
| Distributable Before Adj | $323,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,222 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,222 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,317,011 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,317,011 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $177,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $456,876 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $185,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,092,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,991,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,317,011 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $993,789 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,984,998 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $177,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,807,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $456,876 | ExcessFromYear4Amt |
| Excess From Year3 | $78,385 | ExcessFromYear3Amt |
| Excess From Year2 | $185,593 | ExcessFromYear2Amt |
| Excess From Year1 | $1,092,552 | ExcessFromYear1Amt |
| Excess From Current Year | $993,789 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY J RESCH | ContributingManagerNm |
| Contributing Manager | JAMES S RESCH | ContributingManagerNm |
| Contributing Manager | JILL M BUHLER | ContributingManagerNm |
| Contributing Manager | MOLLY A RESCH | ContributingManagerNm |
| Contributing Manager | STEPHANIE A RICH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JILL M BUHLER | 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 (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A KIDS PLACE OF TAMPA BAY | |||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | PC | GENERAL FUND | $69,306 | |
| ACADEMY OF THE HOLY NAMES OF FLORIDA INC | |||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | PC | GENERAL FUND | $7,000 | |
| ACADEMY PREP CENTER OF TAMPA INC | |||||||
| 1407 E COLUMBUS DR | TAMPA | FL | 33605 | PC | GENERAL FUND | $10,000 | |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC DBA ALZHEIMER'S AS | |||||||
| 14010 ROOSEVELT BLVD 709 | CLEARWATER | FL | 33762 | PC | GENERAL FUND | $20,000 | |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION | |||||||
| 34 WASHINGTON ST 310 | WELLESLEY HILLS | MA | 02481 | PC | GENERAL FUND | $4,000 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 12810 USF MAGNOLIA DR | TAMPA | FL | 33612 | PC | GENERAL FUND | $6,500 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 11207 BLUE HERON BLVD | ST PETERSBURG | FL | 33716 | PC | GENERAL FUND | $22,000 | |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1560 WILSON BLVD STE 1000 | ARLINGTON | VA | 22209 | PC | GENERAL FUND | $1,000 | |
| AMERICAN KIDNEY FUND INC | |||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | PC | GENERAL FUND | $2,000 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DR 1150 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $22,500 | |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL FUND | $28,000 | |
| AUTISM SPEAKS INC | |||||||
| 50 F ST NW 360 | WASHINGTON | DC | 20001 | PC | GENERAL FUND | $1,000 | |
| BEACH PARK WOMENS CLUB INC | |||||||
| 801 S WESTSHORE BLVD | TAMPA | FL | 33609 | PC | GENERAL FUND | $2,000 | |
| BERKELEY PREPARATORY SCHOOL INC | |||||||
| 4811 KELLY RD | TAMPA | FL | 33615 | PC | GENERAL FUND | $2,500 | |
| BLOOD CANCER UNITED INC FKA THE LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | PC | GENERAL FUND | $5,000 | |
| BOYS & GIRLS CLUB OF TAMPA BAY INC | |||||||
| 1307 N MACDILL AVE | TAMPA | FL | 33607 | PC | GENERAL FUND | $1,500 | |
| CAMBRIDGE CHRISTIAN SCHOOL INC | |||||||
| 6101 N HABANA AVE | TAMPA | FL | 33614 | PC | GENERAL FUND | $3,500 | |
| CHADTOUGH DEFEAT DIPG FOUNDATION | |||||||
| PO BOX 907 | SALINE | MI | 48176 | PC | GENERAL FUND | $5,000 | |
| CITIZENS BEHIND THE BADGE | |||||||
| 1360 BEVERLY RD 305 | MCLEAN | VA | 22101 | NC | GENERAL FUND | $3,000 | |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY INC - KERR COUNTY FLOOD RELI | |||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | PC | GENERAL FUND | $3,000 | |
| COVENANT HOUSE FLORIDA INC | |||||||
| 733 BREAKERS AVE | FT LAUDERDALE | FL | 33304 | PC | GENERAL FUND | $1,000 | |
| CREATED WOMEN INC | |||||||
| PO BOX 5717 | TAMPA | FL | 33675 | PC | GENERAL FUND | $15,000 | |
| CRISTO REY TAMPA | |||||||
| 6400 E CHELSEA ST | TAMPA | FL | 33610 | PC | GENERAL FUND | $35,000 | |
| DANA-FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVE BP418 | BOSTON | MA | 02215 | PC | GENERAL FUND | $10,000 | |
| DIOCESE OF ST PETERSBURG | |||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | PC | GENERAL FUND | $400,000 | |
| DIOCESE OF ST PETERSBURG - ANNUAL SEMINARIES APPEAL | |||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | PC | GENERAL FUND | $2,500 | |
| DIOCESE OF ST PETERSBURG - CATHOLIC MINISTRY APPEAL | |||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | PC | GENERAL FUND | $60,000 | |
| DISABLED VETERANS NATIONAL FOUNDATION | |||||||
| 4601 FORBES BLVD 130 | LANHAM | MD | 20706 | PC | GENERAL FUND | $1,000 | |
| EISENHOWER FOUNDATION | |||||||
| PO BOX 295 | ABILENE | KS | 67410 | PC | GENERAL FUND | $5,000 | |
| FACES OF COURAGE FOUNDATION INC | |||||||
| 10006 CROSS CREEK BLVD STE 519 | TAMPA | FL | 33647 | PC | GENERAL FUND | $1,500 | |
| FATHER FLANAGANS BOYS HOME DBA BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | PC | GENERAL FUND | $12,500 | |
| FEEDING AMERICA TAMPA BAY INC | |||||||
| 4702 TRANSPORT DR BLDG 6 | TAMPA | FL | 33605 | PC | GENERAL FUND | $6,500 | |
| FLORIDA SHERIFFS ASSOCIATION INC | |||||||
| PO BOX 12519 | TALLAHASSEE | FL | 32317 | PC | GENERAL FUND | $3,000 | |
| FLORIDA SHERIFFS YOUTH RANCHES INC | |||||||
| 2486 CECIL WEBB PL | BOYS RANCH | FL | 32060 | PC | GENERAL FUND | $2,000 | |
| FLORIDA STATE FIREMANS ASSOCIATION INC | |||||||
| 6630 SOUTHPOINT PKWY STE 401 | JACKSONVILLE | FL | 32216 | NC | GENERAL FUND | $1,000 | |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | PC | GENERAL FUND | $2,000 | |
| HABITAT FOR HUMANITY | |||||||
| 14010 ROOSEVELT BLVD 704 | CLEARWATER | FL | 33762 | PC | GENERAL FUND | $15,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | PC | GENERAL FUND | $2,000 | |
| HOSPICE OF THE FLORIDA SUNCOAST INC | |||||||
| 6310 CAPITAL DR | LAKEWOOD RANCH | FL | 34202 | PC | GENERAL FUND | $2,000 | |
| HUMANE SOCIETY OF TAMPA BAY INC | |||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | PC | GENERAL FUND | $1,000 | |
| JESUIT HIGH SCHOOL | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | PC | GENERAL FUND | $4,500 | |
| JOHN HOPKINS ALL CHILDRENS HOSPITAL INC | |||||||
| 3910 KESWICK RD S BLDG 4300A | BALTIMORE | MD | 21211 | PC | GENERAL FUND | $2,000 | |
| JUNIOR LEAGUE OF TAMPA INC | |||||||
| 87 COLUMBIA DR | TAMPA | FL | 33606 | PC | GENERAL FUND | $1,500 | |
| K9S FOR WARRIORS INC | |||||||
| 114 CAMP K9 RD | PONTE VEDRA | FL | 32081 | PC | GENERAL FUND | $2,500 | |
| KNIGHTS OF COLUMBUS | |||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | NC | GENERAL FUND | $1,000 | |
| LOVE INC OF METRO TAMPA | |||||||
| PO BOX 127 | JENISON | MI | 49429 | PC | GENERAL FUND | $3,000 | |
| MERCY FULL PROJECT INC | |||||||
| 901 N FREMONT AVE | TAMPA | FL | 33606 | PC | GENERAL FUND | $5,000 | |
| MERRIE-WOODE FOUNDATION INC | |||||||
| 100 MERRIE WOODE RD | SAPPHIRE | NC | 28774 | PC | GENERAL FUND | $2,500 | |
| METROPOLITAN MINISTRIES INC | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | PC | GENERAL FUND | $4,500 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC | |||||||
| 375 KINGS HWY N | CHERRY HILL | NJ | 08034 | PC | GENERAL FUND | $2,000 | |
| NATIONAL CENTRE FOR PADRE PIO | |||||||
| 111 BARTO RD | BARTO | PA | 19504 | PC | GENERAL FUND | $1,000 | |
| NATIONAL CHILDRENS CANCER SOCIETY INC | |||||||
| 2900 FRANK SCOTT PKWY W 928 | BELLEVILLE | IL | 62223 | PC | GENERAL FUND | $10,000 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION INC | |||||||
| 5550 EXECUTIVE DR 200 | TAMPA | FL | 33609 | PC | GENERAL FUND | $1,000 | |
| NEW LIFE VILLAGE INC | |||||||
| 4926 VENICE LAKE AVE | TAMPA | FL | 33619 | PC | GENERAL FUND | $286,993 | |
| NICARGUAN CHRISTIAN RELIEF MINISTRIES INC | |||||||
| 4001 W MORRISON AVE | TAMPA | FL | 33629 | PC | GENERAL FUND | $1,000 | |
| NO MORE FOUNDATION INC | |||||||
| 16703 EARLY RISER AVE SUITE 231 | LAND O LAKES | FL | 34638 | PC | GENERAL FUND | $2,500 | |
| POSITIVE ALTERNATIVE RADIO INC DBA SPIRIT FM | |||||||
| PO BOX 889 | BLACKSBURG | VA | 24063 | PC | GENERAL FUND | $3,000 | |
| PROJECT FOCUS INC | |||||||
| 304 DRUID HILLS RD | TEMPLE TERRACE | FL | 33617 | PC | GENERAL FUND | $5,500 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH ST 360 | SANTA MONICA | CA | 90401 | PC | GENERAL FUND | $2,000 | |
| RAYS OF HOPE COMMUNITY OUTREACH INC | |||||||
| 7002 E FOWLER AVE | TEMPLE TERRACE | FL | 33617 | PC | GENERAL FUND | $2,000 | |
| READY FOR LIFE INC | |||||||
| 2300 TALL PINES DR 100 | LARGO | FL | 33771 | PC | GENERAL FUND | $2,000 | |
| RENEW HAITI INC | |||||||
| 821 S DALE MABRY HWY | TAMPA | FL | 33609 | PC | GENERAL FUND | $3,000 | |
| REVIVE AND RESTORE INC | |||||||
| 1505 BRIDGEWAY STE 203 | SAUSALITO | CA | 94965 | PC | GENERAL FUND | $2,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF TAMPA BAY INC | |||||||
| 28 COLUMBUS DR | TAMPA | FL | 33606 | PC | GENERAL FUND | $32,000 | |
| SALVATION STUDIOS INC DBA STUDIO 316 | |||||||
| 3106 W NORTH A ST | TAMPA | FL | 33609 | PC | GENERAL FUND | $20,000 | |
| SECURE AMERICA NOW FOUNDATION | |||||||
| 2615 KOELN ST | NEW BRAUNFELS | TX | 78132 | PC | GENERAL FUND | $1,000 | |
| SPECIAL OLYMPICS INC | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $16,500 | |
| ST JOSEPH'S HOSPITAL OF TAMPA FOUNDATION INC | |||||||
| 3001 W DR MARTIN LUTHER KING JR | TAMPA | FL | 33614 | PC | GENERAL FUND | $27,000 | BLVD |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | PC | GENERAL FUND | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | GENERAL FUND | $6,000 | |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 S MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | PC | GENERAL FUND | $10,000 | |
| SUSAN B ANTHONY LIST INC DBA SUSAN B ANTHONY PRO-LIFE AMERICA | |||||||
| 2776 S ARLINGTON MILL DRIVE STE 803 | ARLINGTON | VA | 22206 | NC | GENERAL FUND | $22,500 | |
| TAMPA BAY PERFORMING ARTS CENTER INC DBA STRAZ CENTER | |||||||
| 1010 N WC MACINNES PLACE | TAMPA | FL | 33602 | PC | GENERAL FUND | $6,687 | |
| TAMPA BAYWATCH INC | |||||||
| 3000 PINELLAS BAYWAY S | TIERRA VERDE | FL | 33715 | PC | GENERAL FUND | $5,000 | |
| TAMPA FEDERATION OF GARDEN CLUB CIRCLES INC | |||||||
| 2629 BAYSHORE BLVD | TAMPA | FL | 33629 | PC | GENERAL FUND | $10,000 | |
| TAMPA PREPARATORY SCHOOL INC | |||||||
| 727 W CASS ST | TAMPA | FL | 33606 | PC | GENERAL FUND | $5,000 | |
| TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PC | GENERAL FUND | $1,000 | |
| TRINITY CAFE INC | |||||||
| 2801 N NEBRASKA AVE | TAMPA | FL | 33602 | PC | GENERAL FUND | $10,000 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL FUND | $1,000 | |
| TURNING POINT USA INC | |||||||
| 135 N PENNSYLVANIA ST 1610 | INDIANAPOLIS | IN | 46204 | PC | GENERAL FUND | $2,500 | |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | PC | GENERAL FUND | $795 | |
| UNIVERSITY OF GEORGIA | |||||||
| 1 PRESS PL 101 | ATHENS | GA | 30601 | PC | GENERAL FUND | $1,000 | |
| YMCA OF SOUTHWEST FLORIDA INC | |||||||
| 701 CENTER RD | VENICE | FL | 34285 | PC | GENERAL FUND | $13,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,339,281 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,210 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,969 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,945 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TAMCO - THOMPSON ARCHITECTURAL META | ||||||
| 1 | 5015 E HILLSBOROUGH AVE | TAMPA | FL | 33610 | $250,000 | Yes (X) |
| STEPHANIE A RICH | ||||||
| 2 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $247,358 | Yes (X) |
| JILL M BUHLER | ||||||
| 3 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $247,358 | Yes (X) |
| BRADLEY J RESCH | ||||||
| 4 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $139,862 | Yes (X) |
| JAMES S RESCH | ||||||
| 5 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $103,968 | Yes (X) |
| NOLAN J RESCH 2004 IRREVOCABLE TRUS | ||||||
| 6 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $37,103 | Yes (X) |
| PENELOPE M RESCH 2004 IRREVOCABLE T | ||||||
| 7 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $37,103 | Yes (X) |
| COURTNEY M RESCH 2004 IRREVOCABLE T | ||||||
| 8 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $37,103 | Yes (X) |
| JAMES AND MOLLY RESCH GRANDCHILDREN | ||||||
| 9 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $28,145 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT PORTFOLIO - FIDELITY #5301 | $2,390,925 | $3,417,286 |
| INVESTMENT PORTFOLIO - TRUIST #2814 | $469,248 | $716,662 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN HEALTHCARE REIT | AT COST | $387,628 | $520,719 |
| BLUE OWL CREDIT INCOME CORP | AT COST | $126,315 | $125,259 |
| EQUITABLE 507 LIFE INSURANCE POLICY | AT COST | $308,610 | $308,610 |
| EQUITABLE 623 FINANCIAL ANNUITY CONTRACT | AT COST | $266,667 | $266,667 |
| JACKSON NATL LIFE INSURANCE POLICY | AT COST | $668,345 | $668,345 |
| NATIONAL HEALTHCARE PROPERTIES INC | AT COST | $103,316 | $51,382 |
| PEAKSTONE REALTY TRUST | AT COST | $190,584 | $36,664 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN - CROSS BOSS MEDIA LLC | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $480 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $480 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY INCOME | Desc |
| Revenue And Expenses Per Books | $95,902 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $95,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $95,902 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,744 | Amt |
| Net Investment Income | $30,744 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMCO - THOMPSON ARCHITECTURAL METALS COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5015 E HILLSBOROUGH AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33610 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $6,530 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments