ROACH FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ROACH FAMILY FOUNDATION (EIN 34-7108252)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-12
IRS object ID
201533169349100938
Schema version
2014v5.0
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)
Return2015-11-12T13:20:13-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341959490PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRUSTAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16455 WHEATSTONE CTAddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP435379403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN347108252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROACH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROACBusinessNameControlTxt
Phone5672469090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11614 RIVER ROADAddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY CLARK LES DISHER J ROBERTSONPersonNm
Person TitleTRUSTEESPersonTitleTxt
Phone5672469090PhoneNum
Signature2015-10-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGRANT M KEUNEPreparerPersonNm
PTINP00021963PTIN
Phone4198685555PhoneNum
Preparation2015-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$384,414FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$33,792ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,209InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,209InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$40,001TotalRevAndExpnssAmt
Total Net Invst Incm$6,209TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$5,096LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,548LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,548LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$44,443OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$44,438OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,553TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,986TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,239TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,553TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,686TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,238ExcessRevenueOverExpensesAmt
Net Investment Income$3,656NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,465CashBOYAmt
Cash EOY$2,753CashEOYAmt
Cash EOYFMV$2,753CashEOYFMVAmt
Sav And Temp Cash Invst BOY$416,513SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$121,852SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$121,852SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$265,135OtherInvestmentsEOYAmt
Other Investments EOYFMV$259,809OtherInvestmentsEOYFMVAmt
Total Assets BOY$448,978TotalAssetsBOYAmt
Total Assets EOY$389,740TotalAssetsEOYAmt
Total Assets EOYFMV$384,414TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$93,957CapitalStockBOYAmt
Capital Stock EOY$93,957CapitalStockEOYAmt
Retained Earning BOY$355,021RetainedEarningBOYAmt
Retained Earning EOY$295,783RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$448,978TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$389,740TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$448,978TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$389,740TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$448,978TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,238ExcessRevenueOverExpensesAmt
Subtotal$389,740SubtotalAmt
Tot Net Ast Or Fund Balances EOY$389,740TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,046AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$426,653NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.070423DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,740AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$428,470NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.139426DistributionYr2Rt
Adjusted Qlfy Distri Yr3$67,122AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$433,677NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.154774DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$410,472NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090140DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,196AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$363,003NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050126DistributionYr5Rt
Total Distribution0.504889TotalDistributionRt
Average Distribution0.100978AverageDistributionRt
Net Vl Noncharitable Assets$380,288NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,401AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$37NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,438AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,686QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$37InvestmentIncomeExciseTaxAmt
Subtotal$37SubtotalAmt
Tax Based On Investment Income$37TaxBasedOnInvestmentIncomeAmt
Tax Due$37TaxDueAmt

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 ROADAddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK J ROACH DEC'D
C/O 1721 INDIAN WOOD CIRCLE 1MAUMEEOH43537TRUSTEE1.00$0$0$0
AMY R CLARK
1614 RIVER ROADMAUMEEOH43537TRUSTEE1.00$0$0$0
LES DISHER
9825 DUTCH ROADWHITEHOUSEOH43571TRUSTEE1.00$0$0$0
JODEE ROBERTSON
38 LONGVIEW DRDALY CITYCA94015TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1BETHEL ACADEMY-ASSIST WITH THE CONSTRUCTION OF PRIMARY SCHOOL FOR ORPHANS IN ACHAISE, GHANA. THE SCHOOL SERVES APPROXIMATELY 400 STUDENTS AGE 2 1/2 TO 13. CONSTRUCTION WAS COMPLETED ON 11 CLASSROOMS, TWO OFFICES, LIBRARY AND TWO BATHROOMS WITH RUNNING WATER.Description1Txt
Expenses1$44,314Expenses1Amt

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$207,357AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$178,722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$386,079TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$386,079AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$380,288NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,014MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,014MinimumInvestmentReturnAmt
Tax Based On Investment Income$37TaxBasedOnInvestmentIncomeAmt
Total Tax$37TotalTaxAmt
Distributable Before Adj$18,977DistributableBeforeAdjAmt
Distributable Before Ded$18,977DistributableBeforeDedAmt
Distributable As Adjusted$18,977DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,686ExpensesAndContributionsAmt
Qualifying Distributions$96,686QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$37PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$96,649AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,977DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$45,941ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,316ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,713ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$92,970TotalExcessDistributionCyovAmt
Qualifying Distributions$96,686QualifyingDistributionsAmt
Applied To Current Year$18,977AppliedToCurrentYearAmt
Remaining Distri From Corpus$77,709RemainingDistriFromCorpusAmt
Total Corpus$170,679TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$170,679ExcessDistriCyovToNextYrAmt
Excess From Year3$45,941ExcessFromYear3Amt
Excess From Year2$38,316ExcessFromYear2Amt
Excess From Year1$8,713ExcessFromYear1Amt
Excess From Current Year$77,709ExcessFromCurrentYearAmt

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 ROADAddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
BUCKEYE BORDER FCA
1111 ARROWHEAD TRAILWAUSEONOH43567NONEN/AGENERAL$3,000
BETTER LIFE INTERNATIONAL
P O BOX 311RIDGEVILLE CORNERSOH43555NONEN/AGENERAL$3,600
CITY HOPE TOLEDO
29954 SAINT ANDREWSPERRYSBURGOH43551NONEN/AGENERAL$3,000THAT NEIGHBORHOOD FDN
HANDS OF GRACE
104 MONROE STREETDELTAOH43515NONEN/AGENERAL$100
SARA'S GARDEN
620 WEST KEGGETT STREETWAUSEONOH43567NONEN/AGENERAL$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,209ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,209ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,209TotalIncomeProducingActyAmt

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 ROACH ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11721 INDIAN WOOD CIRCLEAddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
FieldValueIRS element (for citing)
Total Contributions$19,267TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DISCOVER BANK CDAT COST$53,974$53,114
COUNTRY BANK CDAT COST$55,206$54,381
GOLDMAN SACHS CDAT COST$29,464$28,485
CADENCE BANK CDAT COST$31,395$30,757
CAPITAL ONE BANK CDAT COST$75,773$74,207
MFS DIVERSIFIED INCOMEAT COST$17,823$17,318
CAL DIVE INTL INC DEL SR CONVAT COST$1,500$1,547

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,096LegalFeesAmt
Net Investment Income$2,548NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,548DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
AG FILING FEE$100$100
BANK FEES$10$5$5
PAY PAL FEES$19$19
BETHEL ACADEMY PROJECT$44,314$44,314

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