FURP.ORG / PUBLIC DATA EXPLORER

LAROCHE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LAROCHE FAMILY FOUNDATION (EIN 71-0944751)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-16
IRS object ID
202532899349100018
Schema version
2024v5.0
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)
Return2025-10-16T08:57:49-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 STREETAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37130ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Phone6153904911PhoneNum
Signature2025-10-16SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCLAUDIA H SHERER CPreparerPersonNm
PTINP00313113PTIN
Phone6158961030PhoneNum
Preparation2025-10-16PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,548,308FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$252InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$49,071DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,232DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$395,046CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$395,046NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$49,323TotalRevAndExpnssAmt
Total Net Invst Incm$444,278TotalNetInvstIncmAmt
Total Adj Net Incm$395,046TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Taxes Rev And Expnss$5,588TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,588TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,610TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,608TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$327,133ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$327,133ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$342,743TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,608TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$327,133TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$293,420ExcessRevenueOverExpensesAmt
Net Investment Income$428,670NetInvestmentIncomeAmt
Adjusted Net Income$395,046AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$137,908CashBOYAmt
Cash EOY$17,942CashEOYAmt
Cash EOYFMV$17,942CashEOYFMVAmt
Acct Rcvbl$706AcctRcvblAmt
Acct Rcvbl BOY$7,630AcctRcvblBOYAmt
Acct Rcvbl EOY$706AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$706AcctRcvblEOYFMVAmt
Corporate Stock BOY$694,009CorporateStockBOYAmt
Corporate Stock EOY$622,526CorporateStockEOYAmt
Corporate Stock EOYFMV$1,529,660CorporateStockEOYFMVAmt
Total Assets BOY$839,547TotalAssetsBOYAmt
Total Assets EOY$641,174TotalAssetsEOYAmt
Total Assets EOYFMV$1,548,308TotalAssetsEOYFMVAmt
Loans From Officers BOY$325,000LoansFromOfficersBOYAmt
Loans From Officers EOY$25,000LoansFromOfficersEOYAmt
Total Liabilities BOY$325,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$514,547RetainedEarningBOYAmt
Retained Earning EOY$616,174RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$514,547TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$616,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$839,547TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$641,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$514,547TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$293,420ExcessRevenueOverExpensesAmt
Subtotal$221,127SubtotalAmt
Tot Net Ast Or Fund Balances EOY$221,127TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property5858 SHS PUBICALLY TRADED STOCKPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$466,446GrossSalesPriceAmt
Cost Or Other Basis$71,400CostOrOtherBasisAmt
Gain Or Loss$395,046GainOrLossAmt
Gains Minus Excess Or Losses$395,046GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$395,046CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$395,046NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,959InvestmentIncomeExciseTaxAmt
Subtotal$5,959SubtotalAmt
Tax Based On Investment Income$5,959TaxBasedOnInvestmentIncomeAmt
Tax Due$5,959TaxDueAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksRICHARD F LAROCHEIndividualWithBooksNm
Phone6153904911PhoneNum

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 E LAROCHE
2103 SHANNON DRMURFREESBOROTN37129TRUSTEE0$0
ASHLEY HEERN
2813 27TH AVE SONASHVILLETN37212TRUSTEE0$5,000
DAVID LAROCHE
2838 CHERRY BLOSSOM LANEMURFREESBOROTN37129TRUSTEE0$5,000
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$1,743,982AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,504AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,811,486TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,811,486AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,172CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,784,314NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,216MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,216MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,959TaxBasedOnInvestmentIncomeAmt
Total Tax$5,959TotalTaxAmt
Distributable Before Adj$83,257DistributableBeforeAdjAmt
Distributable Before Ded$83,257DistributableBeforeDedAmt
Distributable As Adjusted$83,257DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$327,133ExpensesAndContributionsAmt
Qualifying Distributions$327,133QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$83,257DistributableAsAdjustedAmt
Qualifying Distributions$327,133QualifyingDistributionsAmt
Applied To Current Year$83,257AppliedToCurrentYearAmt
Remaining Distri From Corpus$243,876RemainingDistriFromCorpusAmt
Total Corpus$243,876TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$243,876ExcessDistriCyovToNextYrAmt
Excess From Current Year$243,876ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID LAROCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12838 CHERRY BLOAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6153905014RecipientPhoneNum
Form And Info And MaterialsAN OPEN LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MLK SCHOLARSHIP
P O BOX 331382MURFREESBOROTN37133NON PRGENERAL FUND$500
CHARITY CIRCLE
P O BOX 11128MURFREESBOROTN37129NON PRGENERAL FUND$2,350
BSA OF AMERICA
3414 HILLSBORO PIKENASHVILLETN37214NON PRGENERAL FUND$2,500
THE FORGE
217 WILLOW STNASHVILLETN37210NON PRGENERAL FUND$15,000
TN GREEN CONSERVANCY
1213A 16TH AVENASHVILLETN37212NON PRGENERAL FUND$25,000
FORWARD TENNESSEE
5016 CENTENNIAL BLVDNASHVILLETN37209NON PRGENERAL FUND$10,000
SMITHSONIAN
P O BOX37012 MRC 712WASHINGTONDC20013NON PRGENERAL FUND$1,000
DARTMOUTH COLLEGE
6066 DEVELOPEMENT OFFICHANOVERNH03755NON PRGENERAL FUND$2,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,050TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CURREY INGRAM FOUNDATIO
6544 MURRAY LANEBRENTWOODTN37027NON PRGENERAL FUND$25,000
ARCHAEOLOGICAL CONSERV
1717 GIRARD BLVD NEALBUQUERQUENM87106NON PRGENERAL FUND$100
OAKLAND HISTORIC MUSEUM
P O BOX 432MURFREESBOROTN37133NON PRGENERAL FUND$579
GREENHOUSE MINISTRIES
309 S SPRING STMURFREESBOROTN37130NON PRGENERAL FUND$50,000
AMER MUSEUM NATIONAL HI
200 CENTRAL PARK WNEW YORKNY10024NON PRGENERAL FUND$354
TN HISTORICAL SOCIETY
305 SIXTH AVE NORTHNASHVILLETN37243NON PRGENERAL FUND$100
WPXN
361 N RAILROAD AVEPAXTONIL60957NON PRGENERAL FUND$5,000
FIRST UNITED METH CHURC
265 W THOMPSON LANEMURFREESBOROTN37129NON PRGENERAL LFUND$100
DISCOVERY CENTER
502 SE BROAD STMURFREESBOROTN37130NON PRGENERAL FUND$25,400
POSSIBLITY PLACE
200 E MAIN STMURFREESBOROTN37130NON PRGENERAL FUND$500
CITY SCHOOL FOUNDATION
2552 S CHURCH STMURFREESBOROTN37127NON PRGENERAL FUND$2,500
CENTERSTONE
P O BOX 530281ATLANTAGA30353NON PRGENERAL FUND$2,500
NASHVILLE SYMPHONY
1 SYMPHONY PLACENASHVILLETN37201NON PRGENERAL FUND$800
VICTORY CHRISTIAN CTR
1641 MIDDLE TN BLVDMURFREESBOROTN37130NON PRGENERAL FUND$250
CASA
340 21ST AVE NNASHVILLETN37203NON PRGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$268,083TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$252ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,071ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,323ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,323TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd