FURP.ORG / PUBLIC DATA EXPLORER

LAROCHE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LAROCHE FAMILY FOUNDATION (EIN 71-0944751)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349107784
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T12:37:00-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLAUDIA H SHERER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11907 WINDSOR STAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37130ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710944751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAROCHE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAROBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRIVEAddressLine1Txt
CityMurfreesboroCityNm
State AbbreviationTNStateAbbreviationCd
ZIP371291334ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIA LAROCHEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2021-11-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGLORIAPersonFirstNm
Person LastLAROCHEPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCLAUDIA H SHERER CPreparerPersonNm
PTINP00313113PTIN
Phone6158961030PhoneNum
Preparation2021-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$418,533FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$224,150ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,743DividendsRevAndExpnssAmt
Other Income Rev And Expnss$449OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$244,342TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$670AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$670AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$670AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$219InterestRevAndExpnssAmt
Interest Net Invst Incm$219InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$219InterestDsbrsChrtblAmt
Printing And Pub Rev And Expnss$23PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$23PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$23PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$175OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,087TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,087TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,087TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$333,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$333,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$334,582TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,087TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$334,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$90,240ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$38,506CashBOYAmt
Cash EOY-$35,919CashEOYAmt
Cash EOYFMV-$35,919CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,050SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,528SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,528SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$907,012CorporateStockBOYAmt
Corporate Stock EOY$532,228CorporateStockEOYAmt
Corporate Stock EOYFMV$450,924CorporateStockEOYFMVAmt
Total Assets BOY$869,556TotalAssetsBOYAmt
Total Assets EOY$499,837TotalAssetsEOYAmt
Total Assets EOYFMV$418,533TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Retained Earning BOY$869,556RetainedEarningBOYAmt
Retained Earning EOY$499,837RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$869,556TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$499,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$869,556TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$499,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$869,556TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$90,240ExcessRevenueOverExpensesAmt
Subtotal$779,316SubtotalAmt
Other Decreases$279,479OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$499,837TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS STOCK SALESD2020-12-11$305,735$589,632-$283,897-$283,897
MERRILL LYNCH STOCK SALESD2020-02-07$12,905$8,487$4,418$4,418
FieldValueIRS element (for citing)
Capital Gain Net Income-$279,479CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksRICHARD F LAROCHEIndividualWithBooksNm
Phone6158938490PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RICHARD F LAROCHE
2103 SHANNON DRMURFREESBOROTN37129TRUSTEE0$0
GLORIA LAROCHE
2103 SHANNON DRMURFREESBOROTN37129TRUSTEE0$0
DAVID LAROCHE
1728 WALKING DRMURFREESBOTN37130TRUSTEE0$0
ASHLEY L HEEREN
327 LAUDERDALE RDNASHVILLETN37205TRUSTEE0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$534,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,090AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$594,722TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$594,722AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,921CashDeemedCharitableAmt
Net Vl Noncharitable Assets$585,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,290MinimumInvestmentReturnAmt
Distributable Before Adj$29,290DistributableBeforeAdjAmt
Distributable Before Ded$29,290DistributableBeforeDedAmt
Distributable As Adjusted$29,290DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$334,582ExpensesAndContributionsAmt
Qualifying Distributions$334,582QualifyingDistributionsAmt
Adjusted Qualifying Distri$334,582AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,290DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$277,401ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$296,785ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$261,449ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$450,654ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$467,504ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,753,793TotalExcessDistributionCyovAmt
Qualifying Distributions$334,582QualifyingDistributionsAmt
Applied To Current Year$29,290AppliedToCurrentYearAmt
Remaining Distri From Corpus$305,292RemainingDistriFromCorpusAmt
Total Corpus$2,059,085TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$277,401ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,781,684ExcessDistriCyovToNextYrAmt
Excess From Year4$296,785ExcessFromYear4Amt
Excess From Year3$261,449ExcessFromYear3Amt
Excess From Year2$450,654ExcessFromYear2Amt
Excess From Year1$467,504ExcessFromYear1Amt
Excess From Current Year$305,292ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD F LAROCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6153904911RecipientPhoneNum
Form And Info And MaterialsOPEN LETTER WITH A REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOY SCOUTS OF AMERICA
3414 HILLSBORO PKNASHVILLETN37214NONENON PRGENERAL FUND$5,000
ROSEBANK CEMETARY
BEDFORD COSHELBYVILLETN37160NONENON PRGENERAL FUND$25
COL HARDY MURFREE DAR
140 VIRGIL BEASLEY RDCHAPEL HILLTN37034NONENON PRGENERAL FUND$900
EBENEZER BAPTIST CHURCH
900 JAMES STMURFREESBOROTN37129NONENON PRGENERAL FUND$2,500
ST MARKS UNITED METH CH
1267 RUTHERFORD BLVDMURFREESBOROTN37130NONENON PRGENERAL FUND$1,000
MBORO MUSLIM YOUTH
1480 S CHURCH STMURFREESBOROTN37130NONENON PRGENERAL FUND$1,000
OAKLAND HISTORIC MUSUEM
P O BOX 432MURFREESBOROTN37133NONENON PRGENERAL FUND$250
LINEBAUGH LIBRARY
105 W VINE STREETMURFREESBOROTN37130NONENON PRGENERAL FUND$15,000
UNIVERSITY OF THE SOUTH
735 UNIVERSITY AVESEWANEETN37383NONENON PRGENERAL FUND$100
ARCHEOLOGICAL CONSERV
1717 GIRARD BLVDALBUQUERQUENM87106NONENON PRGENERAL FUND$100
BOOKS TO BIRTH
P O BOX 188MURFREESBOROTN37130NONENON PRGENERAL FUND$250
GARDEN CLUB OF LONGBOAT
P O BOX 1478ANNA MARIAFL34216NONENON PRGENERAL FUND$1,500
FRIENDS OF CUMBERLAND
BOX 816SEWANEETN37375NONENON PRGENERAL FUND$500
MOTE MARINE LAB
1600 KEN THOMPSON PKWYSARASOTAFL34236NONENON PRGENERAL FUND$180
CENTER FOR THE ARTS
P O BOX 5069MURFREESBOROTN37130NONENON PRGENERAL FUND$5,000
NASHVILLE SYMPHONY
1 SYMPHONY PLACENASHVILLETN37201NONENON PRGENERAL FUND$2,230
VANDERBILT UNIVERSITY
3301 VANDERBILT PLACENASHVILLETN37240NONENON PRCOMMODORE FUND$8,000
VANDERBILT UNIVERSITY
131 21ST AVE SONASHVILLETN37203NONENON PRFAMILY CH LAW$200,000
VANDERBILT UNIVERSITY
2301 VANDERBILT PLNASHVILLETN37240NONENON PRGENERAL FUND$50
MLK SCHOLARSHIP
P O BOX 331382MURFREESBOROTN37133NONENON PRGENERAL FUND$1,000
CHARITY CIRCLE
P O BOX 11128MURFREESBOROTN37129NONENON PRGENERAL FUND$4,750
OKAS
P O BOX 333031MURFREESBOROTN37133NONENON PRGENERAL FUND$1,000
THE MET
1000 5TH AVE NORTHNEW YORKNY10028NONENON PRGENERAL FUND$110
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$333,495TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,743ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,743ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,743TotalIncomeProducingActyAmt

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAROCHE ENTERPRISE LPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd
FieldValueIRS element (for citing)
Total Contributions$224,150TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SEC OF STATE FEE$20$20$20
BANK FEES$155$155$155

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLAROCHE ENTERPRISE LPPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd