ROACH FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROACH FAMILY FOUNDATION (EIN 34-7108252)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-11-08
IRS object ID
201303129349100525
Schema version
2012v2.1
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)
Timestamp2013-11-08T14:38:34-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUSTAX LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16455 WHEATSTONE CTAddressLine1
CityMAUMEECity
StateOHState
ZIP Code435379403ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN347108252EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROACH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROACNameControl
Phone4198236048Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line117608 WEST RIVER ROADAddressLine1
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFRANK J ROACHName
TitleTRUSTEETitle
Phone4198236048Phone
Date Signed2013-11-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameGRANT M KEUNEName
Phone4198685555Phone
Date Prepared2013-11-04DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY447704FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss83165ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss879InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm879InterestOnSavingsNetInvstIncm
Total Revenue And Expenses84044TotalRevenueAndExpenses
Total Net Investment Income879TotalNetInvestmentIncome
Accounting Fees Rev And Expnss875AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm700AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps175AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss7TaxesRevAndExpnss
Other Expenses Rev And Expnss287OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm187OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps100OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1169TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm887TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps275TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss59465ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps59465ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss60634TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm887TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps59740TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses23410ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY17122CashBOY
Cash EOY11654CashEOY
Cash EOYFMV11654CashEOYFMV
Savings And Temp Cash Invst BOY414673SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY436050SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV436050SavingsAndTempCashInvstEOYFMV
Total Assets BOY431795TotalAssetsBOY
Total Assets EOY447704TotalAssetsEOY
Total Assets EOYFMV447704TotalAssetsEOYFMV
Grants Payable BOY8000GrantsPayableBOY
Grants Payable EOY500GrantsPayableEOY
Total Liabilities BOY8000TotalLiabilitiesBOY
Total Liabilities EOY500TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY93957CapitalStockBOY
Capital Stock EOY93957CapitalStockEOY
Retained Earnings BOY329838RetainedEarningsBOY
Retained Earnings EOY353247RetainedEarningsEOY
Total Net Assets BOY423795TotalNetAssetsBOY
Total Net Assets EOY447204TotalNetAssetsEOY
Total Liabilities Net Assets BOY431795TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY447704TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY423795TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses23410ExcessOfRevenueOverExpenses
Subtotal447205Subtotal
Other Decreases1OtherDecreases
Total Net Assets Fund Balances EOY447204TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year167122QualifyingDistributionsYear1
Noncharitable Assets Year1433677NoncharitableAssetsYear1
Distribution Ratio Year10.154774DistributionRatioYear1
Qualifying Distributions Year237000QualifyingDistributionsYear2
Noncharitable Assets Year2410472NoncharitableAssetsYear2
Distribution Ratio Year20.090140DistributionRatioYear2
Qualifying Distributions Year318196QualifyingDistributionsYear3
Noncharitable Assets Year3363003NoncharitableAssetsYear3
Distribution Ratio Year30.050126DistributionRatioYear3
Qualifying Distributions Year411586QualifyingDistributionsYear4
Noncharitable Assets Year4327418NoncharitableAssetsYear4
Distribution Ratio Year40.035386DistributionRatioYear4
Qualifying Distributions Year510000QualifyingDistributionsYear5
Noncharitable Assets Year5303084NoncharitableAssetsYear5
Distribution Ratio Year50.032994DistributionRatioYear5
Total Distribution Ratio0.363420TotalDistributionRatio
Average Distribution Ratio0.072684AverageDistributionRatio
Net Noncharitable Assets428470NetNoncharitableAssets
Adjusted Noncharitable Assets31143AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One31143AdjNonchrtblAssetsAndOnePct
Qualifying Distributions59740QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameFRANK J ROACHBooksInCareOfPersonName
Books In Care Of Phone Number4198236048BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line117608 WEST RIVER ROADAddressLine1
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
FRANK J ROACH
17608 WEST RIVER ROADBOWLING GREENOH43402TRUSTEE1.00000
AMY R CLARK
6649 EAST BLUE PRAIRIE DRIVEWHITEHOUSEOH43571TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances434995AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets434995TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets434995AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6525CashDeemedCharitable
Net Noncharitable Assets428470NetNoncharitableAssets
Minimum Investment Return21424MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return21424MinimumInvestmentReturn
Distributable Amount Before Adj21424DistributableAmountBeforeAdj
Distributable Amount Before Ded21424DistributableAmountBeforeDed
Distributable Amount As Adjusted21424DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions59740ExpensesAndContributions
Qualifying Distributions59740QualifyingDistributions
Adj Qualifying Distributions59740AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted21424DistributableAmountAsAdjusted
Excess Distri Carryover Year145941ExcessDistriCarryoverYear1
Total Excess Distri Carryover45941TotalExcessDistriCarryover
Qualifying Distributions59740QualifyingDistributions
Applied To Current Year21424AppliedToCurrentYear
Remaining Distri From Corpus38316RemainingDistriFromCorpus
Total Corpus84257TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year84257ExcessDistriCyovToNextYear
Excess From Year145941ExcessFromYear1
Excess From Current Year38316ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerFRANK J ROACHContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameFRANK J ROACHRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line117608 WEST RIVER ROADAddressLine1
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4198236048RecipientPhoneNumber
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On Awards501(C)(3) CHARITABLE ORGANIZATIONSRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
THE OPEN DOOR
2823 CHERRY STREETTOLEDOOH43608NONEN/AGENERAL$5,000
BETHEL ACADEMY
38 LONGVIEW DRIVEDALY CITYCA94015N/ABE THE CHANGE SCHOOL$35,465
DEFIANCE AREA YMCA
15990PALMER DRIVEDEFIANCEOH43512NONEN/AGENERAL$3,000
ST JOHN'S UNITED METHODIST CHURCH
1200 OLD PECOS TRAILSANTA FENM87506NONEN/AFOOD PANTRY$2,000
ANTHONY WAYNE SCHOOLS
P O BOX 2487WHITEHOUSEOH43571NONEN/ADARE PROGRAM$12,000
AWAKE
808 MICHIGAN AVENUEWATERVILLEOH43566NONEN/ASCHOLARSHIPS$500
ZONA DEL SOL
6600 VALENTINE WAYSANTA FENM87507NONEN/ASUMMER CAMP$1,000BUILDING A
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006NONEN/AGENERAL$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year59465TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$879ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$879ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA879TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualFRANK J ROACHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line117608 WEST RIVER ROADAddressLine1
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions57500AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$875Amount
Net Investment Income700NetInvestmentIncome
Disbursements Charitable Prps175DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

FRANK J ROACH
AMY R CLARK

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionROUNDINGDescription
Amount$1Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
EXPENSES
AG FILING FEE100100
BANK FEES7272
PAY PAL FEES115115

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAX DEPOSITSCategory
Amount$7Amount

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