FURP.ORG / PUBLIC DATA EXPLORER

LAROCHE FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LAROCHE FAMILY FOUNDATION (EIN 71-0944751)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-17
IRS object ID
201842609349100509
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-17T12:04:17-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Phone6153904911PhoneNum

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
Signature2018-09-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCLAUDIA H SHERER CPreparerPersonNm
PTINP00313113PTIN
Phone6158961030PhoneNum
Preparation2018-09-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.247.25.213IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id6232822018134h000435FederalOriginalSubmissionId
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD48B9A100EAB6C8817DC402661CAB63CFE1D37E4AtSubmissionCreationDeviceId
At Submission Filing Device IdD48B9A100EAB6C8817DC402661CAB63CFE1D37E4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$281,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$348,885ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,339DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$46,188CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$517OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$517OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$358,741TotalRevAndExpnssAmt
Total Net Invst Incm$46,705TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$640AccountingFeesRevAndExpnssAmt
Interest Rev And Expnss$23InterestRevAndExpnssAmt
Interest Net Invst Incm$23InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$23InterestDsbrsChrtblAmt
Taxes Rev And Expnss$183TaxesRevAndExpnssAmt
Taxes Net Invst Incm$183TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$183TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$206TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$206TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$270,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$270,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,341TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$206TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$270,701TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$87,400ExcessRevenueOverExpensesAmt
Net Investment Income$46,499NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,700CashBOYAmt
Cash EOY$14,408CashEOYAmt
Cash EOYFMV$14,409CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,250SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,325SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,325SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$147,766CorporateStockBOYAmt
Corporate Stock EOY$267,571CorporateStockEOYAmt
Corporate Stock EOYFMV$263,830CorporateStockEOYFMVAmt
Total Assets BOY$151,716TotalAssetsBOYAmt
Total Assets EOY$285,304TotalAssetsEOYAmt
Total Assets EOYFMV$281,564TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$151,716RetainedEarningBOYAmt
Retained Earning EOY$285,304RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$151,716TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$285,304TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$151,716TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$285,304TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$151,716TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$87,400ExcessRevenueOverExpensesAmt
Other Increases$46,188OtherIncreasesAmt
Subtotal$285,304SubtotalAmt
Tot Net Ast Or Fund Balances EOY$285,304TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2500 SHARES NHID2015-11-042017-06-28$195,536$168,317$27,219$27,219
500 SHARES NHID1991-10-012017-06-22$39,103$29,350$9,753$9,753
500 SHARES NHID2015-11-042017-10-02$38,565$29,349$9,216$9,216
FieldValueIRS element (for citing)
Capital Gain Net Income$46,188CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$306,665AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$204,913NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$286,449AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$191,204NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$456,494AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$230,593NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$375,833AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$201,181NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$248,351AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$175,824NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.000000DistributionYr5Rt
Total Distribution5.000000TotalDistributionRt
Average Distribution1.000000AverageDistributionRt
Net Vl Noncharitable Assets$194,340NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$194,340AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$465NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$194,805AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$270,701QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$465InvestmentIncomeExciseTaxAmt
Subtotal$465SubtotalAmt
Tax Based On Investment Income$465TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Overpayment$35OverpaymentAmt
Applied To ES Tax$35AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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
ZIP37130ZIPCd

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$9,921AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$187,378AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$197,299TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$197,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,959CashDeemedCharitableAmt
Net Vl Noncharitable Assets$194,340NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,717MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,717MinimumInvestmentReturnAmt
Tax Based On Investment Income$465TaxBasedOnInvestmentIncomeAmt
Total Tax$465TotalTaxAmt
Distributable Before Adj$9,252DistributableBeforeAdjAmt
Distributable Before Ded$9,252DistributableBeforeDedAmt
Distributable As Adjusted$9,252DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$270,701ExpensesAndContributionsAmt
Qualifying Distributions$270,701QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$465PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$270,236AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,252DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$239,643ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$365,863ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$449,468ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$277,401ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$296,785ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,629,160TotalExcessDistributionCyovAmt
Qualifying Distributions$270,701QualifyingDistributionsAmt
Applied To Current Year$9,252AppliedToCurrentYearAmt
Remaining Distri From Corpus$261,449RemainingDistriFromCorpusAmt
Total Corpus$1,890,609TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$239,643ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,650,966ExcessDistriCyovToNextYrAmt
Excess From Year4$365,863ExcessFromYear4Amt
Excess From Year3$449,468ExcessFromYear3Amt
Excess From Year2$277,401ExcessFromYear2Amt
Excess From Year1$296,785ExcessFromYear1Amt
Excess From Current Year$261,449ExcessFromCurrentYearAmt

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)
Form And Info And MaterialsAN OPEN LETTER WITH A REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST THOMAS FOUNDATION
1700 MEDICAL CTR PKWYMURFREESBOROTN37129NONENON PRGENERAL FUND$1,500
DARTMOUTH COLLEGE
6066 DEVELOPEMNT OFFICEHANOVERNH03755NONENON PRGENERAL FUND$2,650
ST THOMAS RUTH AMBASSA
1700 MEDICAL CTR PKYMURFREESBOROTN37129NONENON PRGENERAL FUND$100
UNITED WAY
3050 MEDICAL CTR PKWYMURFREESBOROTN37129NONENON PRGENERAL FUND$10,000
BOY SCOUTS OF AMERICA
P O BOX 150409NASHVILLETN37215NONENON PRGENERAL FUND$100,000
OAKLANDS HISTORIC MUSUE
P O BOX 432MURFREESBOROTN37133NONENON PRGENERAL FUND$1,379
MAIN STREET
225 WEST COLLEGE STMURFREESBOROTN37130NONENON PRGENERAL FUND$423
TENNESSEE GREEN
312 ROSA PARKS AVENASHVILLETN37243NONENON PRGENERAL FUND$10,000
CITY OF MURFREESBORO
VINE STREETMURFREESBOROTN37130NONENON PRGENERAL FUND$100
TENN HISTOICAL SOCIETY
305 6TH AVE NONASHVILLETN37215NONENON PRGENERAL FUND$100
CAMPUS SCHOOL PTC
923 E LYTLE STMURFREESBOROTN37130NONENON PRGENERAL FUND$250
READ TO SUCCEED
P O BOX 12161MURFREESBOROTN37129NONENON PRGENERAL FUND$250
CITY SCHOOL FOUNDATION
2552 SO CHURCH STMURFREESBOROTN37127NONENON PRGENERAL FUND$500
VANDERBILT UNIVERSITY
2301 VANDERBILT PLNASHVILLETN37240NONENON PRGENERAL FUND$112,100
CITY SCHOOL FOUNDATION
2552 SO CHURCH STMURFREESBOROTN37127NONENON PRGENERAL FUND$5,000
BACKFIELD IN MOTION
920 WOODLAND STNASHVILLETN37206NONENON PRGENERAL FUND$5,000
SEWANEE UNUVERSITY CREW
TENN BLVDSEWANEETN37383NONENON PRGENERAL FUND$250
AMERICAN HEART ASSOC
1818 PATTERSON STNASHVILLETN37203NONENON PRGENERAL FUND$1,000
SALVATION ARMY
631 DICKERSON PIKENASHVILLETN37207NONENON PRGENERAL FUND$500
JOURNEY HOME
308 W CASTLE STMURFREESBOROTN37129NONENON PRGENERAL FUND$500
NASHVILLE RESCUE MISSIO
639 LAFETTE STNASHVILLETN37203NONENON PRGENERAL FUND$250
WALDENS PUDDLE
P O BOX 641JOELTONTN37080NONENON PRGENERAL FUND$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$270,495TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,339ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCAP GAIN DISTDesc
Exclusion14ExclusionCd
Exclusion$517ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,856ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,856TotalIncomeProducingActyAmt

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 ENTERPRISEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd
FieldValueIRS element (for citing)
Total Contributions$270,495TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd