ROACH FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROACH FAMILY FOUNDATION (EIN 34-7108252)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-09-17
- IRS object ID
- 201232619349100403
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-17T08:21:42-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTAX LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6455 WHEATSTONE CT | AddressLine1 |
| City | MAUMEE | City |
| State | OH | State |
| ZIP Code | 435379403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347108252 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROACH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROAC | NameControl |
| Phone | 4198236048 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17608 WEST RIVER ROAD | AddressLine1 |
| City | BOWLING GREEN | City |
| State | OH | State |
| ZIP Code | 43402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK J ROACH | Name |
| Title | TRUSTEE | Title |
| Phone | 4198236048 | Phone |
| Date Signed | 2012-09-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GRANT M KEUNE | Name |
| Phone | 4198685555 | Phone |
| Date Prepared | 2012-09-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 431795 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 75203 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1495 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1495 | InterestOnSavingsNetInvstIncm |
| Total Revenue And Expenses | 76698 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1495 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 965 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 483 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 482 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 43994 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 347 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 43647 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 44959 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 830 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 44129 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 67959 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 830 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 67129 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8739 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 665 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3853 | CashBOY |
| Cash EOY | 17122 | CashEOY |
| Cash EOYFMV | 17122 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 411197 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 414673 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 414673 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 415050 | TotalAssetsBOY |
| Total Assets EOY | 431795 | TotalAssetsEOY |
| Total Assets EOYFMV | 431795 | TotalAssetsEOYFMV |
| Grants Payable EOY | 8000 | GrantsPayableEOY |
| Total Liabilities EOY | 8000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 93957 | CapitalStockBOY |
| Capital Stock EOY | 93957 | CapitalStockEOY |
| Retained Earnings BOY | 321093 | RetainedEarningsBOY |
| Retained Earnings EOY | 329838 | RetainedEarningsEOY |
| Total Net Assets BOY | 415050 | TotalNetAssetsBOY |
| Total Net Assets EOY | 423795 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 415050 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 431795 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 415050 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8739 | ExcessOfRevenueOverExpenses |
| Other Increases | 6 | OtherIncreases |
| Subtotal | 423795 | Subtotal |
| Total Net Assets Fund Balances EOY | 423795 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 410472 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.090140 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18196 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 363003 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050126 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11586 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 327418 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035386 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 303084 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.032994 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12897 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 214982 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.059991 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.268637 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053727 | AverageDistributionRatio |
| Net Noncharitable Assets | 433677 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23300 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23307 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 67129 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7 | InvestmentIncomeExciseTax |
| Subtotal | 7 | Subtotal |
| Tax Based On Investment Income | 7 | TaxBasedOnInvestmentIncome |
| Tax Due | 7 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FRANK J ROACH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4198236048 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17608 WEST RIVER ROAD | AddressLine1 |
| City | BOWLING GREEN | City |
| State | OH | State |
| ZIP Code | 43402 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FRANK J ROACH | ||||||||
| 17608 WEST RIVER ROAD | BOWLING GREEN | OH | 43402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| AMY R CLARK | ||||||||
| 6649 EAST BLUE PRAIRIE DRIVE | WHITEHOUSE | OH | 43571 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSTRUCTION OF A SCHOOL FACILITY IN GOMOA ACHIASE GHANA. | Description1 |
| Expenses1 | 42903 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 440281 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 440281 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 440281 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6604 | CashDeemedCharitable |
| Net Noncharitable Assets | 433677 | NetNoncharitableAssets |
| Minimum Investment Return | 21684 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21684 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7 | TaxBasedOnInvestmentIncome |
| Total Tax | 7 | TotalTax |
| Distributable Amount Before Adj | 21677 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21677 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21677 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 67129 | ExpensesAndContributions |
| Qualifying Distributions | 67129 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 67122 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21677 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 489 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 489 | TotalExcessDistriCarryover |
| Qualifying Distributions | 67129 | QualifyingDistributions |
| Treated As Distri From Corpus | 45941 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21188 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 489 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 489 | ExcessDistriCyovAppliedCY |
| Total Corpus | 45941 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 45941 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 45941 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK J ROACH | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FRANK J ROACH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17608 WEST RIVER ROAD | AddressLine1 |
| City | BOWLING GREEN | City |
| State | OH | State |
| ZIP Code | 43402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4198236048 | RecipientPhoneNumber |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | 501(C)(3) CHARITABLE ORGANIZATIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE OPEN DOOR OF DELTA | |||||||
| 104 MONROE STREET | DELTA | OH | 43515 | NONE | N/A | GENERAL | $13,000 |
| ST PAULS COMMUNITY CENTER | |||||||
| 230 13TH STREET | TOLEDO | OH | 43604 | NONE | N/A | GENERAL | $5,000 |
| SHEPARDS CIRCLE | |||||||
| V-314 ROAD 19 | ARCHBOLD | OH | 43502 | NONE | N/A | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,495 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,495 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1495 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | FRANK J ROACH | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17608 WEST RIVER ROAD | AddressLine1 |
| City | BOWLING GREEN | City |
| State | OH | State |
| ZIP Code | 43402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 40000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $965 | Amount |
| Net Investment Income | 483 | NetInvestmentIncome |
| Disbursements Charitable Prps | 482 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| FRANK J ROACH |
| AMY R CLARK |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| AG FILING FEE | 100 | 100 | |
| BANK FEES | 51 | 26 | 25 |
| OTHER | 645 | 323 | 322 |
| PAY PAL FEES | 295 | 295 | |
| CONSTRUCTION EXPENSES | 42903 | 42903 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Amount | $6 | Amount |
Comments