ROACH FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROACH FAMILY FOUNDATION (EIN 34-7108252)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-09-13
- IRS object ID
- 201102569349100000
- Schema version
- 2010v3.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-13T07:21:12-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHULTZ HUBER & ASSOCIATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CLINTON ST SUITE 2000 | AddressLine1 |
| City | DEFIANCE | City |
| State | OH | State |
| ZIP Code | 435122172 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 ROACH | Name |
| Title | TRUSTEE | Title |
| Phone | 4198236048 | Phone |
| Date Signed | 2011-08-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY L GERICKE CPA | Name |
| Phone | 4197822000 | Phone |
| Date Prepared | 2011-08-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 415050 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 75000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5138 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5138 | InterestOnSavingsNetInvstIncm |
| Total Revenue And Expenses | 80138 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5138 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1045 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 180 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 116 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 59 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1341 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 59 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38341 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 59 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 41797 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5079 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 3853 | CashEOY |
| Cash EOYFMV | 3853 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 373253 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 411197 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 411197 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 373253 | TotalAssetsBOY |
| Total Assets EOY | 415050 | TotalAssetsEOY |
| Total Assets EOYFMV | 415050 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 93957 | CapitalStockBOY |
| Capital Stock EOY | 93957 | CapitalStockEOY |
| Retained Earnings BOY | 279296 | RetainedEarningsBOY |
| Retained Earnings EOY | 321093 | RetainedEarningsEOY |
| Total Net Assets BOY | 373253 | TotalNetAssetsBOY |
| Total Net Assets EOY | 415050 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 373253 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 415050 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 373253 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 41797 | ExcessOfRevenueOverExpenses |
| Subtotal | 415050 | Subtotal |
| Total Net Assets Fund Balances EOY | 415050 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18196 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 363003 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050126 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11586 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 327418 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035386 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 10000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 303084 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.032994 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 12897 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 214982 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059991 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 186169 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.021486 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.199983 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039997 | AverageDistributionRatio |
| Net Noncharitable Assets | 410472 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16418 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 51 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16469 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 51 | InvestmentIncomeExciseTax |
| Subtotal | 51 | Subtotal |
| Tax Based On Investment Income | 51 | TaxBasedOnInvestmentIncome |
| Tax Due | 51 | 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 | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2009 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 | 0.00 | 0 | 0 | 0 |
| AMY R CLARK | ||||||||
| 6649 EAST BLUE PRAIRIE DRIVE | WHITEHOUSE | OH | 43571 | TRUSTEE | 0.00 | 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 |
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 | 416723 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 416723 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 416723 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6251 | CashDeemedCharitable |
| Net Noncharitable Assets | 410472 | NetNoncharitableAssets |
| Minimum Investment Return | 20524 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20524 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 51 | TaxBasedOnInvestmentIncome |
| Total Tax | 51 | TotalTax |
| Distributable Amount Before Adj | 20473 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 20473 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 20473 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37000 | ExpensesAndContributions |
| Qualifying Distributions | 37000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 51 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 36949 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20473 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 16038 | UndistributedIncomePriorYear |
| Qualifying Distributions | 37000 | QualifyingDistributions |
| Applied To Year1 | 16038 | AppliedToYear1 |
| Applied To Current Year | 20473 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 489 | RemainingDistriFromCorpus |
| Total Corpus | 489 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 489 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 489 | 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 | THE ORGANIZATION WILL MAKE QUALIFYING DISTRIBUTIONS TO SUPPORT ACTIVITIES AND/OR ORGANIZATIONS THAT PROVIDE ENRICHMENT AND EDUCATION FOR THE ECONOMICALLY DISADVANTAGED, SUPPORT ARTS, LITERATURE AND RELIGION AND SUCH OTHER CHARITABLE ACTIVITIES FOR THE BETTERMENT OF SUCH COMMUNITIES AS DETERMINED BY THE TRUSTEES OF THE FOUNDATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| SHEPARDS CIRCLE | |||||
| V-314 ROAD 19 | ARCHBOLD | OH | 43502 | SUPPORT | $12,000 |
| SONGS OF LOVE FOUNDATION | |||||
| PO BOX 75809 | FOREST HILLS | NY | 11375 | SUPPORT | $5,000 |
| THE OPEN DOOR OF DELTA | |||||
| 104 MONROE STREET | DELTA | OH | 43515 | SUPPORT | $15,000 |
| DEFIANCE AREA YMCA | |||||
| 1599 PALMER DRIVE | DEFIANCE | OH | 43512 | SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37000 | 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 | $5,138 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,138 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5138 | 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 | 75000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $1,045 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| FRANK J ROACH |
| AMY R CLARK |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | 59 | 59 |
| MISCELLANEOUS | 57 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL TAX | $80 |
| OHIO FILING FEE | $100 |
Comments