Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SBJ RESCH FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2900 E 7TH AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAMPA, FL33605
A Employer identification number

45-3783595
B Telephone number (see instructions)

(813) 636-9808
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,621,684J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,025,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 14,939 14,939  
4 Dividends and interest from securities... 53,796 53,796  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -33,554
b Gross sales price for all assets on line 6a 460,098
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,765 10,765  
12 Total. Add lines 1 through 11........ 1,070,946 79,500  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,507 22,507   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
295 150   145
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,802 22,657   145
25 Contributions, gifts, grants paid....... 460,459 478,057
26 Total expenses and disbursements. Add lines 24 and 25 483,261 22,657   478,202
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 587,685
b Net investment income (if negative, enter -0-) 56,843
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 36,180 59,961 59,961
2 Savings and temporary cash investments......... 250,363 367,574 367,574
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,772,712 Click to see attachment
List of Attached Documents:
// Content
3,083,264 		3,537,186
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,792,553 Click to see attachment
List of Attached Documents:
// Content
1,913,601 		1,631,963
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
25,000 		Click to see attachment
List of Attached Documents:
// Content
25,000 		Click to see attachment
List of Attached Documents:
// Content
25,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,876,808 5,449,400 5,621,684
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,876,808 5,449,400
29 Total net assets or fund balances (see instructions)..... 4,876,808 5,449,400
30 Total liabilities and net assets/fund balances (see instructions). 4,876,808 5,449,400
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,876,808
2
Enter amount from Part I, line 27a .....................
2
587,685
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,464,493
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
15,093
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,449,400
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CASH IN LIEU      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 460,089   493,652 -33,563
b 9     9
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -33,563
b       9
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -33,554
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 790
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 790
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 790
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,044
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,044
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,254
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,254 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJAMES RESCH Telephone no.right arrow (813) 636-9808

Located atright arrow2900 E 7TH AVETAMPAFL ZIP+4right arrow33605
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
Yes
 
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRADLEY J RESCH PRESIDENT
1.00 		0 0 0
2900 E 7TH AVE
TAMPA,FL33605
JAMES S RESCH VICE PRESIDENT
1.00 		0 0 0
2900 E 7TH AVE
TAMPA,FL33605
STEPHANIE A RICH DIRECTOR
1.00 		0 0 0
2900 E 7TH AVE
TAMPA,FL33605
JILL M BUHLER DIRECTOR
1.00 		0 0 0
2900 E 7TH AVE
TAMPA,FL33605
MOLLY A RESCH DIRECTOR
1.00 		0 0 0
2900 E 7TH AVE
TAMPA,FL33605
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,861,026
b
Average of monthly cash balances.......................
1b
552,966
c
Fair market value of all other assets (see instructions)................
1c
1,145,418
d
Total (add lines 1a, b, and c).........................
1d
5,559,410
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,559,410
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,391
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,476,019
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
273,801
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
273,801
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
790
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
790
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
273,011
4
Recoveries of amounts treated as qualifying distributions................
4
19,598
5
Add lines 3 and 4............................
5
292,609
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
292,609
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
478,202
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
478,202
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 292,609
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 127,944
b From 2019...... 177,720
c From 2020...... 177,803
d From 2021...... 456,876
e From 2022...... 78,385
f Total of lines 3a through e ........ 1,018,728
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 478,202
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 292,609
e Remaining amount distributed out of corpus 185,593
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,204,321
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		127,944
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,076,377
10 Analysis of line 9:
a Excess from 2019.... 177,720
b Excess from 2020.... 177,803
c Excess from 2021.... 456,876
d Excess from 2022.... 78,385
e Excess from 2023.... 185,593
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
BRADLEY J RESCH
JAMES S RESCH
STEPHANIE A RICH
JILL M BUHLER
MOLLY A RESCH
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JAMES S RESCH
2900 E 7TH AVE
TAMPA,FL33605
(813) 636-9808
bThe form in which applications should be submitted and information and materials they should include:
NONE SPECIFIED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
501(C)(3) ORGANIZATIONS ONLY
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACADEMY OF THE HOLY NAMES

3319 BAYSHORE BLVD
TAMPA,FL33629 		  PC GENERAL FUND 11,000

ACADEMY PREP CENTER

1407 E COLUMBUS AVE
TAMPA,FL33605 		  PC GENERAL FUND 1,000

ACCUMULATED

2900 E 77TH AVE
TAMPA,FL33605 		  PC GENERAL FUND 125

ALOIS

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		  PC GENERAL FUND 2,000

ALZHEIMER'S ASSOCIATION

14010 ROOSEVELT BLVD 709
CLEARWATER,FL33762 		  PC GENERAL FUND 4,000

ALZHEIMER'S DISEASE RESEARCH FOUNDATION

34 WASHINGTON ST 310
WELLESLEY HILLS,MA02481 		  PC GENERAL FUND 1,000

AMERICAN CANCER SOCIETY

12810 USF MAGNOLIA DR
TAMPA,FL33612 		  PC GENERAL FUND 7,000

AMERICAN HEART ASSOCIATION

11207 BLUE HERON BLVD
ST PETERSBURG,FL33716 		  PC GENERAL FUND 4,000

AMERICAN INSTITUTE FOR CANCER RESEARCH

1560 WILSON BLVD STE 1000
ARLINGTON,VA22209 		  PC GENERAL FUND 1,000

AMERICAN LUNG ASSOCIATION

55 W WACKER DR 1150
CHICAGO,IL60601 		  PC GENERAL FUND 1,000

AMERICAN PARKINSON DISEASE ASSOCIATION

2562 HYLAN BLVD 61420
STATEN ISLAND,NY10306 		  PC GENERAL FUND 1,000

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		  PC GENERAL FUND 11,000

BAY AREA PREGNANCY CENTER

1940 DREW ST
CLEARWATER,FL33765 		  PC GENERAL FUND 2,500

BOYS & GIRLS CLUB

1307 N MACDILL AVE
TAMPA,FL33607 		  PC GENERAL FUND 2,500

BOYS TOWN

14100 CRAWFORD ST
BOYS TOWN,NE68010 		  PC GENERAL FUND 5,000

CATHOLIC CHARITIES

2050 BALLENGER AVE STE 400
ALEXANDRIA,VA22314 		  PC GENERAL FUND 12,000

CATHOLIC RELIEF SERVICES

228 W LEXINGTON ST
BALTIMORE,MD21201 		  PC GENERAL FUND 4,500

CHILDREN'S CANCER RESEARCH

7301 OHMS LN STE 355
MINNEAPOLIS,MN55439 		  PC GENERAL FUND 5,000

CHILDREN'S HUNGER RELIEF FUND

PO BOX 5366
SANTA ROSA,CA95402 		  PC GENERAL FUND 2,000

CHISELERS INC

407 W KENNEDY BLVD 103F
TAMPA,FL33606 		  PC GENERAL FUND 1,000

CHRIST THE KING CATHOLIC CHURCH

821 S DALE MABRY HWY
TAMPA,FL33609 		  PC GENERAL FUND 1,000

CLEVELAND CLINIC FOUNDATION

6801 BRECKSVILLE RD RK1-85
INDEPENDENCE,OH44131 		  PC GENERAL FUND 1,000

CREATED WOMEN INC

PO BOX 5717
TAMPA,FL33675 		  PC GENERAL FUND 35,000

CRISTO REY TAMPA HIGH SCHOOL

6400 E CHELSEA ST
TAMPA,FL33610 		  PC GENERAL FUND 16,000

DANA-FARBER CANCER INSTITUTE INC

450 BROOKLINE AVE BP418
BOSTON,MA02215 		  PC GENERAL FUND 3,000

DAVE THOMAS FOUNDATION FOR ADOPTION

4900 TUTTLE CROSSING BLVD
DUBLIN,OH43016 		  PC GENERAL FUND 1,000

DIOCESE OF BEAUMONT

710 ARCHIE ST
BEAUMONT,TX77701 		  PC GENERAL FUND 10,000

DIOCESE OF ST PETERSBURG

6363 9TH AVE N
ST PETERSBURG,FL33710 		  PC GENERAL FUND 102,000

DISABLED VETERANS NATIONAL FOUNDATION

4601 FORBES BLVD 130
LANHAM,MD20706 		  PC GENERAL FUND 1,500

DOCTORS WITHOUT BORDERS USA

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		  PC GENERAL FUND 2,000

DORTHY DAY TAMPA INC

6005 N 9TH ST
TAMPA,FL33604 		  PC GENERAL FUND 3,000

EISENHOWER FOUNDATION

PO BOX 295
ALBILENE,KS67410 		  PC GENERAL FUND 500

FEEDING AMERICA

35 E WACKER DR STE 2000
CHICAGO,IL60601 		  PC GENERAL FUND 1,000

FLORIDA SHERIFFS ASSOCIATION INC

PO BOX 12519
TALLAHASSEE,FL32317 		  PC GENERAL FUND 1,000

FLORIDA SHERIFF'S YOUTH RANCH

2486 CECIL WEBB PL
BOYS RANCH,FL32060 		  PC GENERAL FUND 2,500

GIFT OF ADOPTION

1200 SHERMER RD STE 111
NORTHBROOK,IL60062 		  PC GENERAL FUND 2,000

JENNIFER ANN HINES MEMORIAL SCHOLARSHIP FOUNDATION CHARITABLE TRUST

2900 E 77TH AVE
TAMPA,FL33605 		  PC GENERAL FUND 1,000

JESUIT HIGH SCHOOL

4701 N HIMES AVE
TAMPA,FL33614 		  PC GENERAL FUND 3,500

JOHN HOPKINS ALL CHILDREN'S HOSPITAL INC

3910 KESWICK RD S BLDG 4300A
BALTIMORE,MD21211 		  PC GENERAL FUND 15,516

JUNIOR LEAGUE

87 COLUMBIA DR
TAMPA,FL33606 		  PC GENERAL FUND 1,000

KIDS WISH NETWORK INC

301 BEAR RIDGE CIR
PALM HARBOR,FL33543 		  PC GENERAL FUND 2,000

KNIGHTS OF COLUMBUS

1 COLUMBUS PLAZA
NEW HAVEN,CT06510 		  PC GENERAL FUND 1,000

LEUKEMIA AND LYMPHOMA SOCIETY

3 INTERNATIONAL DR STE 200
RYE BROOK,NY10573 		  PC GENERAL FUND 7,500

LIFE CHOICES FAMILY

18560 N DALE MABRY HWY
LUTZ,FL33548 		  PC GENERAL FUND 30,000

LOVE INC

PO BOX 127
JENISON,MI49429 		  PC GENERAL FUND 2,000

LOVING HANDS MINISTRIES INC

PO BOX 1157
BRADENTON,FL34206 		  PC GENERAL FUND 1,000

LOWER CAPE CODDERS YOUTH HOCKEY INC

PO BOX 928
ORLEANS,MA02653 		  PC GENERAL FUND 1,000

LUSTGARTEN FOUNDATION

415 CROSSWAYS PARK DR STE D
WOODBURY,NY11797 		  PC GENERAL FUND 1,000

MAKE A WISH FOUNDATION

4742 N 24TH ST STE 400
PHOENIX,AZ85016 		  PC GENERAL FUND 6,000

MEALS ON WHEELS

550 W HILLSBOROUGH AVE
TAMPA,FL33603 		  PC GENERAL FUND 5,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY10065 		  PC GENERAL FUND 1,000

METROPOLITAN MINISTRIES

2002 N FLORIDA AVE
TAMPA,FL33602 		  PC GENERAL FUND 7,500

MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA

375 KINGS HWY N
CHERRY HILL,NJ08034 		  PC GENERAL FUND 2,000

NATIONAL CHILDRENS CANCER SOCIETY

500 N BROADWAY 1850
ST LOUIS,MO63102 		  PC GENERAL FUND 4,000

NATIONAL PEDIATRIC CANCER FOUNDATION

5550 EXECUTIVE DR 200
TAMPA,FL33609 		  PC GENERAL FUND 4,000

NEW LIFE VILLAGE

4926 VENICE LAKE AVE
TAMPA,FL33619 		  PC GENERAL FUND 10,000

NICARAGUAN CHRISTIAN RELIEF

4001 W MORRISON AVE
TAMPA,FL33629 		  PC GENERAL FUND 1,400

NO KID HUNGRY

1030 15TH ST NW STE 1100 W
WASHINGTON,DC20005 		  PC GENERAL FUND 2,000

PARKINSON RESEARCH FOUNDATION INC

5969 CATTLERIDGE BLVD STE 100
SARASOTA,FL34232 		  PC GENERAL FUND 3,000

PIEDMONT HEALTHCARE FOUNDATION INC

2001 PEACHTREE RD NE STE 400
ATLANTA,GA30309 		  PC GENERAL FUND 1,000

PRIEST OF THE SACRED HEART

PO BOX 900
HALES CORNERS,WI53130 		  PC GENERAL FUND 2,000

PROJECT FOCUS INC

304 DRUID HILLS RD
TEMPLE TERRACE,FL33617 		  PC GENERAL FUND 5,000

PROSTRATE CANCER FOUNDATION

1250 FOURTH ST
SANTA MONICA,CA90401 		  PC GENERAL FUND 1,000

QUALITY OF LIFE HEALTH SERVICES INC

PO BOX 97
GADSDEN,AL35902 		  PC GENERAL FUND 500

READY FOR LIFE

2300 TALL PINES DR 100
LARGO,FL33771 		  PC GENERAL FUND 2,000

RENEW HAITI

3816 W MORRISON AVE
TAMPA,FL33629 		  PC GENERAL FUND 1,000

RONALD MCDONALD HOUSE CHARITIES TAMPA BAY

28 COLUMBUS DR
TAMPA,FL33606 		  PC GENERAL FUND 16,016

SALVATION ARMY

1603 N FLORIDA AVE
TAMPA,FL33602 		  PC GENERAL FUND 1,000

SHRINERS HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL33607 		  PC GENERAL FUND 2,000

SMILE TRAIN INC

633 THIRD AVE 9TH FL
NEW YORK,NY10017 		  PC GENERAL FUND 1,000

SPECIAL OLYMPICS

1133 19TH ST NW
WASHINGTON,DC20036 		  PC GENERAL FUND 7,000

SPIRIT FM

717 S DALE MABRY HWY
TAMPA,FL33609 		  PC GENERAL FUND 2,500

ST BALDRICK'S FOUNDATION INC

1333 S MAYFLOWER AVE 400
MONROVIA,CA91016 		  PC GENERAL FUND 1,000

ST FRANCIS UNIVERSITY

117 EVERGREEN DR
LORETTO,PA15940 		  PC GENERAL FUND 10,000

ST JOSEPH'S HOSPITAL

3001 W DR MARTIN LUTHER KING JR
BLVD
TAMPA,FL33614 		  PC GENERAL FUND 2,000

ST JUDE'S CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105 		  PC GENERAL FUND 9,500

ST MARY'S EPISCOPAL DAY SCHOOL

2101 S HUBERT AVE
TAMPA,FL33629 		  PC GENERAL FUND 1,000

ST VINCENT DE PAUL REGIONAL SEMINARY

10701 S MILITARY TRAIL
BOYNTON BEACH,FL33436 		  PC GENERAL FUND 15,000

STRAZ CENTER FOR THE PERFORMING ARTS

1010 N WC MACINNES PLACE
TAMPA,FL33602 		  PC GENERAL FUND 3,000

STUDENTS FOR LIFE OF AMERICA INC

1000 WINCHESTER ST 301
FREDERICKSBURG,VA22401 		  PC GENERAL FUND 1,000

TAMPA BAY WATCH

3000 PINELLAS BAYWAY S
TIERRA VERDE,FL33715 		  PC GENERAL FUND 5,000

TAMPA PREPARATORY SCHOOL

727 W CASS ST
TAMPA,FL33606 		  PC GENERAL FUND 5,000

TOYS FOR TOTS

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		  PC GENERAL FUND 2,000

UNITED STATES DEPUTY SHERIFFS ASSOCIATION

2233 S WEST STREET CT
WICHITA,KS67213 		  PC GENERAL FUND 1,000

WEDU PBS

1300 NORTH BLVD
TAMPA,FL33607 		  PC GENERAL FUND 500

YMCA OF SOUTHWEST FLORIDA INC

701 CENTER RD
VENICE,FL34285 		  PC GENERAL FUND 5,500

YOUNG LIFE

420 N CASCADE AVE
COLORADO SPRINGS,CO80903 		  PC GENERAL FUND 1,000
Total .................................right arrow 3a 478,057
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 14,939  
4 Dividends and interest from securities ....     14 53,796  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 10,765  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -33,554  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 45,946 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
45,946
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SBJ RESCH FAMILY FOUNDATION INC
 
Employer identification number

45-3783595
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SBJ RESCH FAMILY FOUNDATION INC
  		Employer identification number
45-3783595
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JAMES S RESCH
2900 E 7TH AVE
 
TAMPA, FL33605

$ 30,100


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BRADLEY J RESCH
2900 E 7TH AVE
 
TAMPA, FL33605

$ 322,842


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
STEPHANIE A RICH
2900 E 7TH AVE
 
TAMPA, FL33605

$ 317,941


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
JILL M BUHLER
2900 E 7TH AVE
 
TAMPA, FL33605

$ 317,941


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
JAMES AND MOLLY RESCH GRANDCHILDREN
2900 E 7TH AVE
 
TAMPA, FL33605

$ 36,176


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SBJ RESCH FAMILY FOUNDATION INC
  		Employer identification number

45-3783595
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SBJ RESCH FAMILY FOUNDATION INC
  		Employer identification number

45-3783595
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpStockSchedule
Name:
SBJ RESCH FAMILY FOUNDATION INC
EIN:
45-3783595
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENT PORTFOLIO - LPL #2236 2,718,140 3,148,980
INVESTMENT PORTFOLIO - LPL #7299 161,989 161,983
INVESTMENT PORTFOLIO - TRUIST #2814 203,135 226,223

TY 2023 InvestmentsOtherSchedule2
Name:
SBJ RESCH FAMILY FOUNDATION INC
EIN:
45-3783595
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN HEALTHCARE REIT AT COST 397,237 347,463
AXA EQUITABLE LIFE INSURANCE POLICY AT COST 299,000 264,761
EQUITABLE FINANCIAL ANNUITY CONTRACT AT COST 210,765 210,765
HEALTHCARE TRUST AT COST 103,316 88,161
JACKSON NATL LIFE INSURANCE POLICY AT COST 708,419 669,892
PEAKSTONE REALTY TRUST AT COST 194,864 50,921

TY 2023 OtherAssetsSchedule
Name:
SBJ RESCH FAMILY FOUNDATION INC
EIN:
45-3783595
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LOAN - CROSS BOSS MEDIA LLC 25,000 25,000 25,000


TY 2023 OtherDecreasesSchedule
Name:
SBJ RESCH FAMILY FOUNDATION INC
EIN:
45-3783595
Description Amount
PRIOR PERIOD ADJUSTMENT 15,093


TY 2023 OtherExpensesSchedule
Name:
SBJ RESCH FAMILY FOUNDATION INC
EIN:
45-3783595
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 295 150   145


TY 2023 OtherIncomeSchedule2
Name:
SBJ RESCH FAMILY FOUNDATION INC
EIN:
45-3783595
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ANNUITY INCOME 10,765 10,765 10,765


TY 2023 OtherProfessionalFeesSchedule
Name:
SBJ RESCH FAMILY FOUNDATION INC
EIN:
45-3783595
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 22,507 22,507   0