SBJ RESCH FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SBJ RESCH FAMILY FOUNDATION INC (EIN 45-3783595)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-29
- IRS object ID
- 202532419349100113
- Schema version
- 2024v5.2
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-29T13:19:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273605969 | 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 | 140 FOUNTAIN PKWY N STE 410 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | BRADLEY J RESCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8136369808 | PhoneNum |
| Signature | 2025-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA N RILEY | PreparerPersonNm |
| PTIN | P00745420 | PTIN |
| Phone | 7275721400 | PhoneNum |
| Preparation | 2025-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $6,311,198 | 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 | $1,396,319 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,548 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,023 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,303 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48,303 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,548,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,507 | 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 | $8,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,105 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,105 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,410 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,398,593 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,390,943 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,428,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,395,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $120,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,961 | CashBOYAmt |
| Cash EOY | $61,380 | CashEOYAmt |
| Cash EOYFMV | $61,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $367,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,950 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,083,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,213,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,227,686 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,913,601 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,012,502 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,737,182 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,449,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,572,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,311,198 | 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 | $5,449,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,572,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,449,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,572,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,449,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,572,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,449,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $120,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $5,572,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,572,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $527,321 | $504,226 | $23,095 | $23,095 | |
| CASH IN LIEU | $11 | $11 | $11 | ||
| SECURITIES SETTLEMENT | $106 | $106 | $106 | ||
| CAPITAL GAINS DIVIDENDS | $811 | $811 | $811 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,023 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,763 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,763 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,763 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,254 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,254 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,491 | OverpaymentAmt |
| Applied To ES Tax | $4,491 | 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 | JAMES RESCH | 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 |
| STEPHANIE A RICH | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JILL M BUHLER | ||||||||
| 2900 E 7TH AVE | TAMPA | FL | 33605 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MOLLY A RESCH | ||||||||
| 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 | $4,392,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $539,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,195,431 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,127,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,127,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,035,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,763 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,763 | TotalTaxAmt |
| Distributable Before Adj | $299,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $302,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $302,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,395,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,395,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $177,720 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $177,803 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $456,876 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $78,385 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $185,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,076,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,395,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,092,552 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,168,929 | 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 | $177,720 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,991,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $177,803 | ExcessFromYear4Amt |
| Excess From Year3 | $456,876 | ExcessFromYear3Amt |
| Excess From Year2 | $78,385 | ExcessFromYear2Amt |
| Excess From Year1 | $185,593 | ExcessFromYear1Amt |
| Excess From Current Year | $1,092,552 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY J RESCH | ContributingManagerNm |
| Contributing Manager | JAMES S RESCH | ContributingManagerNm |
| Contributing Manager | STEPHANIE A RICH | ContributingManagerNm |
| Contributing Manager | JILL M BUHLER | ContributingManagerNm |
| Contributing Manager | MOLLY A 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 (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| A KIDS PLACE OF TAMPA BAY | ||||||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | PC | GENERAL FUND | $12,000 | ||||
| ACADEMY OF THE HOLY NAMES | ||||||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | PC | GENERAL FUND | $10,500 | ||||
| ALABAMA ALPHA MU FRATERNAL ASSOCIATION | ||||||||||
| 1856 SHERIDAN ROAD | EVANSTON | IL | 60201 | PC | GENERAL FUND | $5,000 | ||||
| ALS ASSOCIATION | ||||||||||
| 1300 WILSON BOULEVARD SUITE 1600 | ARLINGTON | VA | 22209 | PC | GENERAL FUND | $1,000 | ||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | ||||||||||
| 14010 ROOSEVELT BLVD 709 | CLEARWATER | FL | 33762 | PC | GENERAL FUND | $7,500 | ||||
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION | ||||||||||
| 34 WASHINGTON ST 310 | WELLESLEY HILLS | MA | 02481 | PC | GENERAL FUND | $7,000 | ||||
| AMERICAN CORNERSTONE INSTITUTE | ||||||||||
| 300 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | PC | GENERAL FUND | $1,000 | ||||
| AMERICAN CANCER SOCIETY | ||||||||||
| 12810 USF MAGNOLIA DR | TAMPA | FL | 33612 | PC | GENERAL FUND | $6,500 | ||||
| AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS | ||||||||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | PC | GENERAL FUND | $1,000 | ||||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 11207 BLUE HERON BLVD | ST PETERSBURG | FL | 33716 | PC | GENERAL FUND | $5,500 | ||||
| AMERICAN INSTITUTE FOR CANCER RESEARCH | ||||||||||
| 1560 WILSON BLVD STE 1000 | ARLINGTON | VA | 22209 | PC | GENERAL FUND | $2,000 | ||||
| AMERICAN KIDNEY FUND INC | ||||||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | PC | GENERAL FUND | $1,000 | ||||
| AMERICAN LUNG ASSOCIATION | ||||||||||
| 55 W WACKER DR 1150 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $6,000 | ||||
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||||
| 2562 HYLAN BLVD 61420 | STATEN ISLAND | NY | 10306 | PC | GENERAL FUND | $1,000 | ||||
| AMERICAN RED CROSS | ||||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL FUND | $26,000 | ||||
| AND THEN THERE WERE NONE | ||||||||||
| PO BOX 2571 | ROUND ROCK | TX | 78680 | PC | GENERAL FUND | $1,000 | ||||
| BOYS & GIRLS CLUB OF TAMPA BAY | ||||||||||
| 1307 N MACDILL AVE | TAMPA | FL | 33607 | PC | GENERAL FUND | $2,500 | ||||
| CAMBRIDGE CHRISTIAN SCHOOL | ||||||||||
| 6101 N HABANA AVE | TAMPA | FL | 33614 | PC | GENERAL FUND | $2,500 | ||||
| CASTING NETS MINISTRIES INC | ||||||||||
| 240 W WICHITA AVE SUITE 106 | COLWICH | KS | 67030 | PC | GENERAL FUND | $1,000 | ||||
| CATHOLIC CHARITIES | ||||||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | PC | GENERAL FUND | $15,000 | ||||
| CHILDRENS CANCER CENTER | ||||||||||
| 4901 W CYPRESS ST | TAMPA | FL | 33607 | PC | GENERAL FUND | $12,500 | ||||
| CHILDRENS HUNGER RELIEF FUND | ||||||||||
| PO BOX 5366 | SANTA ROSA | CA | 95402 | PC | GENERAL FUND | $1,000 | ||||
| CHISELERS INC | ||||||||||
| 407 W KENNEDY BLVD 103F | TAMPA | FL | 33606 | PC | GENERAL FUND | $1,000 | ||||
| CHRIST THE KING CATHOLIC CHURCH | ||||||||||
| 821 S DALE MABRY HWY | TAMPA | FL | 33609 | PC | GENERAL FUND | $239,371 | ||||
| CHRIST THE KING CATHOLIC SCHOOL | ||||||||||
| 3809 W MORRISON AVE | TAMPA | FL | 33629 | PC | GENERAL FUND | $137,588 | ||||
| CHRISTIAN APPALACHIAN PROJECT | ||||||||||
| 485 PONDEROSE DRIVE | PAINTSVILLE | KY | 41240 | PC | GENERAL FUND | $1,000 | ||||
| CLEVELAND CLINIC FOUNDATION | ||||||||||
| 6801 BRECKSVILLE RD RK1-85 | INDEPENDENCE | OH | 44131 | PC | GENERAL FUND | $2,000 | ||||
| CREATED WOMEN INC | ||||||||||
| PO BOX 5717 | TAMPA | FL | 33675 | PC | GENERAL FUND | $15,000 | ||||
| CYPRESS CREEK CHURCH | ||||||||||
| 1075 LIVINGSTON ROAD | LUTZ | FL | 33559 | PC | GENERAL FUND | $1,000 | ||||
| DANA-FARBER CANCER INSTITUTE INC | ||||||||||
| 450 BROOKLINE AVE BP418 | BOSTON | MA | 02215 | PC | GENERAL FUND | $2,500 | ||||
| DIOCESE OF BEAUMONT | ||||||||||
| 710 ARCHIE ST | BEAUMONT | TX | 77701 | PC | GENERAL FUND | $10,000 | ||||
| DIOCESE OF ST PETERSBURG | ||||||||||
| 6363 9TH AVE N | ST PETERSBURG | FL | 33710 | PC | GENERAL FUND | $202,500 | ||||
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||||
| 4601 FORBES BLVD 130 | LANHAM | MD | 20706 | PC | GENERAL FUND | $1,000 | ||||
| EMERALD M THREAPEUTIC RIDING CENTER INC | ||||||||||
| 4022 GOLDSMITH RD | BROOKSVILLE | FL | 34602 | PC | GENERAL FUND | $5,500 | ||||
| EWTN NEWS INC | ||||||||||
| 5817 OLD LEEDS ROAD | IRONDALE | AL | 35210 | PC | GENERAL FUND | $1,000 | ||||
| FATHER FLANAGANS BOYS HOME (BOYS TOWN) | ||||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | PC | GENERAL FUND | $5,500 | ||||
| FEEDING AMERICA | ||||||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $1,000 | ||||
| FEEDING TAMPA BAY | ||||||||||
| 4702 TRANSPORT DR BLDG 6 | TAMPA | FL | 33605 | PC | GENERAL FUND | $1,000 | ||||
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS (FOCUS) | ||||||||||
| PO BOX 17408 | DENVER | CO | 80217 | PC | GENERAL FUND | $4,500 | ||||
| FLORIDA SHERIFFS ASSOCIATION INC | ||||||||||
| PO BOX 12519 | TALLAHASSEE | FL | 32317 | PC | GENERAL FUND | $3,000 | ||||
| FLORIDA SHERIFFS YOUTH RANCHERS 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 | PC | GENERAL FUND | $1,650 | ||||
| FRANCISCAN SISTERS | ||||||||||
| PO BOX W | ST BONAVENTURE | NY | 14778 | PC | GENERAL FUND | $1,000 | ||||
| GOOD SAMARITAN MISSION | ||||||||||
| 14920 BALM WIMAUMA RD | WIMAUMA | FL | 33598 | PC | GENERAL FUND | $1,000 | ||||
| HABITAT FOR HUMANITY OF TAMPA BAY GULFSIDE | ||||||||||
| 14010 ROOSEVELT BLVD 704 | CLEARWATER | FL | 33762 | PC | GENERAL FUND | $10,000 | ||||
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | PC | GENERAL FUND | $1,000 | ||||
| HILLSDALE COLLEGE | ||||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | GENERAL FUND | $2,000 | ||||
| HOLY CROSS ROMANIAN ORTHODOX CHURCH | ||||||||||
| 6232 FILLMORE ST | HOLLYWOOD | FL | 33024 | PC | GENERAL FUND | $2,500 | ||||
| HOPE CHILDREN'S HOME | ||||||||||
| 11415 HOPE INTERNATIONAL DR | TAMPA | FL | 33625 | PC | GENERAL FUND | $2,000 | ||||
| HUMANE SOCIETY OF TAMPA BAY | ||||||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | PC | GENERAL FUND | $500 | ||||
| JESUIT HIGH SCHOOL | ||||||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | PC | GENERAL FUND | $7,000 | ||||
| JOSHUAS HOUSE FOUNDATION | ||||||||||
| PISO 1 3201 E COLONIAL DR STE F-24 | ORLANDO | FL | 32803 | PC | GENERAL FUND | $2,500 | ||||
| JUNIOR LEAGUE OF TAMPA INC | ||||||||||
| 87 COLUMBIA DR | TAMPA | FL | 33606 | PC | GENERAL FUND | $1,000 | ||||
| KIDS WISH NETWORK INC | ||||||||||
| 301 BEAR RIDGE CIR | PALM HARBOR | FL | 33543 | PC | GENERAL FUND | $1,000 | ||||
| LA SALLE COLLEGE HIGH SCHOOL | ||||||||||
| 8605 W CHELTENHAM AVE | WYNDMOOR | PA | 19038 | PC | GENERAL FUND | $1,000 | ||||
| LEGATUS | ||||||||||
| 5000 S MAIN ST | ANN ARBOR | MI | 48109 | PC | GENERAL FUND | $4,200 | ||||
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | PC | GENERAL FUND | $5,500 | ||||
| LIFECHOICES WOMENS CARE INC | ||||||||||
| 18560 N DALE MABRY HWY | LUTZ | FL | 33548 | PC | GENERAL FUND | $10,000 | ||||
| LOVE INC | ||||||||||
| PO BOX 127 | JENISON | MI | 49429 | PC | GENERAL FUND | $1,000 | ||||
| MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC | ||||||||||
| 3430 MAGIC OAK LN | SARASOTA | FL | 34232 | PC | GENERAL FUND | $12,500 | ||||
| MARCH OF DIMES INC | ||||||||||
| 21301 S TAMIAMI TRAIL STE 320 BOX | ESTERO | FL | 33928 | PC | GENERAL FUND | $1,000 | 246 | |||
| MEALS ON WHEELS OF TAMPA INC | ||||||||||
| 550 W HILLSBOROUGH AVE | TAMPA | FL | 33603 | PC | GENERAL FUND | $27,000 | ||||
| METROPOLITAN MINISTRIES | ||||||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | PC | GENERAL FUND | $5,000 | ||||
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | GENERAL FUND | $1,000 | ||||
| MISES INSTITUTE | ||||||||||
| 518 W MAGNOLIA AVE | AUBURN | AL | 36832 | PC | GENERAL FUND | $1,500 | ||||
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||||
| 9600 KOGER BLVD N 102 | ST PETERSBURG | FL | 33702 | PC | GENERAL FUND | $1,000 | ||||
| MUSEUM OF THE BIBLE | ||||||||||
| 400 4TH ST SW | WASHINGTON | DC | 20024 | PC | GENERAL FUND | $6,000 | ||||
| NATIONAL LAW ENFORCEMENT MEMORIAL FUND | ||||||||||
| 444 E STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL FUND | $1,000 | ||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||
| 733 THIRD AVE 3RD FL | NEW YORK | NY | 10017 | PC | GENERAL FUND | $2,000 | ||||
| NATIONAL PEDIATRIC CANCER FOUNDATION | ||||||||||
| 5550 EXECUTIVE DR 200 | TAMPA | FL | 33609 | PC | GENERAL FUND | $4,000 | ||||
| NEW LIFE VILLAGE | ||||||||||
| 4926 VENICE LAKE AVE | TAMPA | FL | 33619 | PC | GENERAL FUND | $389,000 | ||||
| NICARAGUAN CHRISTIAN RELIEF | ||||||||||
| 4001 W MORRISON AVE | TAMPA | FL | 33629 | PC | GENERAL FUND | $1,500 | ||||
| NO CHILD HUNGRY | ||||||||||
| 1030 15TH ST NW STE 1100 W | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $2,000 | ||||
| NO MORE FOUNDATION | ||||||||||
| 16703 EARLY RISER AVE SUITE 231 | LAND O LAKES | FL | 34638 | PC | GENERAL FUND | $2,500 | ||||
| PRIEST OF THE SACRED HEART | ||||||||||
| PO BOX 900 | HALES CORNERS | WI | 53130 | PC | GENERAL FUND | $4,000 | ||||
| PROJECT FOCUS INC | ||||||||||
| 304 DRUID HILLS RD | TEMPLE TERRACE | FL | 33617 | PC | GENERAL FUND | $7,000 | ||||
| REVIVE & RESTORE | ||||||||||
| 1505 BRIDGEWAY STE 203 | SAUSALITO | CA | 94965 | PC | GENERAL FUND | $2,000 | ||||
| RONALD MCDONALD HOUSE CHARITIES TAMPA BAY | ||||||||||
| 28 COLUMBUS DR | TAMPA | FL | 33606 | PC | GENERAL FUND | $10,000 | ||||
| SAINT FRANCIS FOUNDATION | ||||||||||
| 1250-B GRUMMAN PLACE | TITUSVILLE | FL | 32780 | PC | GENERAL FUND | $1,000 | ||||
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | PC | GENERAL FUND | $1,000 | ||||
| SOUTHERN ILLINOIS HEALTHCARE FOUNDATION INC | ||||||||||
| 7210 W MAIN ST | BELLEVILLE | IL | 62223 | PC | GENERAL FUND | $2,000 | ||||
| SPECIAL OLYMPICS | ||||||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $12,000 | ||||
| SPIRIT FM | ||||||||||
| 717 S DALE MABRY HWY | TAMPA | FL | 33609 | PC | GENERAL FUND | $2,000 | ||||
| ST ELIZABETH CATHOLIC CHURCH | ||||||||||
| 1401 W COUNTRY CLUB BLVD | CITRUS SPRINGS | FL | 34434 | PC | GENERAL FUND | $5,000 | ||||
| ST JOSEPH'S CATHOLIC CHURCH | ||||||||||
| 3100 26TH ST W | BRADENTON | FL | 34205 | PC | GENERAL FUND | $1,000 | ||||
| ST JOSEPHS HOSPITAL OF TAMPA FOUNDATION INC | ||||||||||
| 3001 W DR MARTIN LUTHER KING JR | TAMPA | FL | 33614 | PC | GENERAL FUND | $12,500 | BLVD | |||
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | GENERAL FUND | $10,500 | ||||
| ST MARY'S EPISCOPAL DAY SCHOOL | ||||||||||
| 2101 S HUBERT AVE | TAMPA | FL | 33629 | PC | GENERAL FUND | $2,500 | ||||
| ST VINCENT DE PAUL REGIONAL SEMINARY | ||||||||||
| 10701 S MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | PC | GENERAL FUND | $2,500 | ||||
| STEP UP FOR STUDENTS INC | ||||||||||
| 4655 SALISBURY ROAD SUITE 400 | JACKSONVILLE | FL | 32256 | PC | GENERAL FUND | $5,000 | ||||
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL FUND | $1,000 | ||||
| STRAZ CENTER FOR THE PERFORMING ARTS | ||||||||||
| 1010 N WC MACINNES PLACE | TAMPA | FL | 33602 | PC | GENERAL FUND | $6,784 | ||||
| SUPPORTING OUR AGING RELIGIOUS INC (SOAR) | ||||||||||
| 8484 GEORGIA AVE STE 300 | SILVER SPRING | MD | 20910 | PC | GENERAL FUND | $1,000 | ||||
| SUSAN B ANTHONY LIST INC | ||||||||||
| 2776 S ARLINGTON MILL DRIVE STE 803 | ARLINGTON | VA | 22206 | PC | GENERAL FUND | $6,000 | ||||
| SUSAN G KOMEN BREAST CANCER FOUNDATION INC | ||||||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | PC | GENERAL FUND | $2,000 | ||||
| TAMPA BAYWATCH INC | ||||||||||
| 3000 PINELLAS BAYWAY S | TIERRA VERDE | FL | 33715 | PC | GENERAL FUND | $5,000 | ||||
| TAMPA PREPARATORY SCHOOL | ||||||||||
| 727 W CASS ST | TAMPA | FL | 33606 | PC | GENERAL FUND | $5,000 | ||||
| THE FRIENDS OF THE AUDOBON HOUSE INC | ||||||||||
| 9400 S DADELAND BLVD STE 100 | MIAMI | FL | 33156 | PC | GENERAL FUND | $5,000 | ||||
| UNITED FOR MERCY | ||||||||||
| PC | GENERAL FUND | $1,000 | RWANDA-KIGALI-MUSANZE PO BOX 45 | RUHENGERI | RW | |||||
| UNITED STATES DEPUTY SHERIFFS ASSOCIATION | ||||||||||
| 2233 S WEST STREET CT | WICHITA | KS | 67213 | PC | GENERAL FUND | $2,000 | ||||
| UNITED STATES LAW ENFORCEMENT FOUNDATION INC | ||||||||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | PC | GENERAL FUND | $1,000 | ||||
| WEDU PBS | ||||||||||
| 1300 NORTH BLVD | TAMPA | FL | 33607 | PC | GENERAL FUND | $1,000 | ||||
| YMCA OF SOUTHWEST FLORIDA INC | ||||||||||
| 701 CENTER RD | VENICE | FL | 34285 | PC | GENERAL FUND | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,398,593 | 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 | $8,548 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,633 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,303 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,507 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,507 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BRADLEY J RESCH | ||||||
| 1 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $322,842 | Yes (X) |
| STEPHANIE A RICH | ||||||
| 2 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $317,941 | Yes (X) |
| JILL M BUHLER | ||||||
| 3 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $317,941 | Yes (X) |
| SBJ RESCH FAMILY PARTNERSHIP LTD | ||||||
| 4 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $250,000 | Yes (X) |
| JAMES S RESCH | ||||||
| 5 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $151,419 | Yes (X) |
| JAMES AND MOLLY RESCH GRANDCHILDREN | ||||||
| 6 | 2900 E 7TH AVE | TAMPA | FL | 33605 | $36,176 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,210 | Amt |
| Net Investment Income | $4,105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,105 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT PORTFOLIO - FIDELITY #5301 | $2,623,453 | $3,492,440 |
| INVESTMENT PORTFOLIO - TRUIST #2814 | $590,043 | $735,246 |
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 | $395,238 | $314,467 |
| BLUE OWL CREDIT INCOME CORP | AT COST | $114,281 | $115,895 |
| EQUITABLE 507 LIFE INSURANCE POLICY | AT COST | $299,000 | $287,327 |
| EQUITABLE 623 FINANCIAL ANNUITY CONTRACT | AT COST | $240,019 | $240,019 |
| JACKSON NATL LIFE INSURANCE POLICY | AT COST | $668,084 | $668,084 |
| NATIONAL HEALTHCARE PROPERTIES INC | AT COST | $103,316 | $83,106 |
| PEAKSTONE REALTY TRUST | AT COST | $192,564 | $28,284 |
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 | $185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY INCOME | Desc |
| Revenue And Expenses Per Books | $48,303 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,303 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANTS | Desc |
| Amt | $2,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,410 | Amt |
| Net Investment Income | $21,410 | 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 | SBJ RESCH FAMILY PARTNERSHIP LTD | BusinessNameLine1Txt |
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 |