ROACH FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROACH FAMILY FOUNDATION (EIN 34-7108252)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-15
IRS object ID
201501359349102660
Schema version
2013v4.0
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)
Return2015-05-15T09:58:46-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341959490PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRUSTAX LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16455 WHEATSTONE CTAddressLine1
CityMAUMEECity
StateOHState
ZIP Code435379403ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN347108252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROACH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROACBusinessNameControlTxt
Phone5672469090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11614 RIVER ROADAddressLine1
CityMAUMEECity
StateOHState
ZIP Code43537ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY CLARK LES DISHER J ROBERTSONPersonNm
Person TitleTRUSTEESPersonTitleTxt
Phone5672469090PhoneNum
Signature2015-01-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGRANT M KEUNEPreparerPersonNm
PTINP00021963PTIN
Phone4198685555PhoneNum
Preparation2015-04-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$448,978FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$31,800ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$465InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$465InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$32,265TotalRevAndExpnssAmt
Total Net Invst Incm$465TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$437AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$438AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$117OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$108OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$446TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$546TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,492TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$446TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,046TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,773ExcessRevenueOverExpensesAmt
Net Investment Income$19NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,654CashBOYAmt
Cash EOY$32,465CashEOYAmt
Cash EOYFMV$32,465CashEOYFMVAmt
Sav And Temp Cash Invst BOY$436,050SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$416,513SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$416,513SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$447,704TotalAssetsBOYAmt
Total Assets EOY$448,978TotalAssetsEOYAmt
Total Assets EOYFMV$448,978TotalAssetsEOYFMVAmt
Grants Payable BOY$500GrantsPayableBOYAmt
Total Liabilities BOY$500TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$93,957CapitalStockBOYAmt
Capital Stock EOY$93,957CapitalStockEOYAmt
Retained Earning BOY$353,247RetainedEarningBOYAmt
Retained Earning EOY$355,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$447,204TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$448,978TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$447,704TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$448,978TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$447,204TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,773ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$448,978SubtotalAmt
Tot Net Ast Or Fund Balances EOY$448,978TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$59,740AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$428,470NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.139426DistributionYr1Rt
Adjusted Qlfy Distri Yr2$67,122AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$433,677NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.154774DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$410,472NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.090140DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,196AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$363,003NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050126DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,586AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$327,418NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035386DistributionYr5Rt
Total Distribution0.469852TotalDistributionRt
Average Distribution0.093970AverageDistributionRt
Net Vl Noncharitable Assets$426,653NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,093AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$40,093AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,046QualifyingDistributionsAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMY R CLARKIndividualWithBooksNm
Phone5672469090PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11614 RIVER ROADAddressLine1
CityMAUMEECity
StateOHState
ZIP Code43537ZIPCode
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY R CLARK
1614 RIVER ROADMAUMEEOH43537TRUSTEE1.00$0$0$0
LES DISHER
9825 DUTCH ROADWHITEHOUSEOH43571TRUSTEE1.00$0$0$0
JODEE ROBERTSON
38 LONG VIEWDALY CITYCA94015TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$433,150AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$433,150TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$433,150AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$426,653NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,333MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,333MinimumInvestmentReturnAmt
Distributable Before Adj$21,333DistributableBeforeAdjAmt
Distributable Before Ded$21,333DistributableBeforeDedAmt
Distributable As Adjusted$21,333DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,046ExpensesAndContributionsAmt
Qualifying Distributions$30,046QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,046AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,333DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$45,941ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$38,316ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,257TotalExcessDistributionCyovAmt
Qualifying Distributions$30,046QualifyingDistributionsAmt
Applied To Current Year$21,333AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,713RemainingDistriFromCorpusAmt
Total Corpus$92,970TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$92,970ExcessDistriCyovToNextYrAmt
Excess From Year2$45,941ExcessFromYear2Amt
Excess From Year1$38,316ExcessFromYear1Amt
Excess From Current Year$8,713ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAMY R CLARKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11614 RIVER ROADAddressLine1
CityMAUMEECity
StateOHState
ZIP Code43537ZIPCode
FieldValueIRS element (for citing)
Recipient Phone5672469090RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On Awards501(C)(3) CHARITABLE ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DEFIANCE AREA YMCA
15990PALMER DRIVEDEFIANCEOH43512NONEN/AGENERAL$5,000
ST JOHN'S UNITED METHODIST CHURCH
1200 OLD PECOS TRAILSANTA FENM87506NONEN/AFOOD PANTRY$2,000
ANTHONY WAYNE SCHOOLS
P O BOX 2487WHITEHOUSEOH43571NONEN/APRINCIPAL'S FUND$1,000
CALVARY ASSEMBLY OF GOD
1360 CONANT STREETMAUMEEOH43537NONEN/AGENERAL$2,000
HOPE UNITED METHODIST CHURCH
10610 WATERVILLE STREETWHITEHOUSEOH43571NONEN/AGENERAL$1,000
WATERVILLE COMMUNITY CHURCH
8217 DUTCH ROADWATERVILLEOH43566NONEN/AGENERAL$400
ST LUKE'S HOSPITAL FOUNDATION
5901 MONCLOVA ROADMAUMEEOH43537NONEN/AGENERAL$500
MAUMEE UNITED METHODIST CHURCH
405 SACKETT STREETMAUMEEOH43537NONEN/AGENERAL$2,000
BUCKEYE BORDER FCA
1111 ARROWHEAD TRAILWAUSEONOH43567NONEN/AGENERAL$14,000
BETTER LIFE MINISTRIES
P O BOX 311RIDGEVILLE CORNERSOH43555NONEN/AGENERAL$1,000
NATIONAL CHILD SAFTEY COUNCIL
P O BOX 1368JACKSONMI49204NONEN/AGENERAL$500
MLK CENTER-KITCHEN FOR THE POOR
650 VANCE STREETTOLEDOOH43604NONEN/AGENERAL$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$465ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$465ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$465TotalIncomeProducingActyAmt

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFRANK J ROACHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11614 RIVER ROADAddressLine1
CityMAUMEECity
StateOHState
ZIP Code43537ZIPCode
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$875Amt
Net Investment Income$437NetInvestmentIncomeAmt
Disbursements Charitable Prps$438DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

AMY R CLARK
LES DISHER
JODEE ROBERTSON

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
AG FILING FEE$100$100
BANK FEES$17$8$9
PAY PAL FEES

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionROUNDINGDescription
Amount$1Amount

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