The Roche Family Foundation in Baltimore, Maryland (MD)

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The Roche Family Foundation
Employer Identification Number (EIN)061801624
Name of OrganizationThe Roche Family Foundation
In Care of NameGeorge A Roche
Address6506 Montrose Ave, Baltimore, MD 21212-1023
SubsectionCharitable Organization
Ruling Date05/2007
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$9,490,645
Amount of Income$2,131,517
Form 990 Revenue Amount$107,181
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2013: $2,131,517 (it was $3,203,920 in 2012)
This organization: 

 $2,131,517
Other organizations performing similar types of work: 

 $103,138

Assets in 2013: $9,490,645 (it was $7,981,652 in 2012)
The Roche Family Foundation: 

 $9,490,645
Other organizations performing similar types of work: 

 $338,623

Expenses in 2012: $390,522
The Roche Family Foundation: 

 $390,522
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2012: 5.5
This organization: 

 5.5
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2012: 93.6%
This organization: 

 93.6%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$3,203,920$203,920$0
Contributions, gifts, grants, etc., received$3,000,000
Interest on savings and temporary cash investments$0
Dividends and interest from securities$203,920
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$390,522$0$0$386,950
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$3,572$0$0
Contributions, gifts, grants paid$386,950
Excess of revenue over expenses and disbursements$2,813,398
Net investment income$203,920
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$7,981,652$9,043,738
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$4,563,250
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$3,418,402
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$7,981,652
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$2,039
Total credits and payments$19,853
2012 estimated tax payments and 2011 overpayment credited to 2012$19,853
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$17,814
Amount to be credited to 2013 estimated tax$17,814
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$5,945,222
Net value of noncharitable-use assets$5,856,040
Minimum investment return$292,802
Distributable Amount (for 2012)
Distributable amount$290,763
Undistributed Income (for 2012)
Distributable amount for 2012$290,763
Undistributed income for 2012. This amount must be distributed in 2013$79,480
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Marriott Daughters Foundation10400 Fernwood Rd Dept 901 01, Bethesda, MD 20817-1102MD2011-09$21,011,236
2The@scott And Patrice Brickman Family Foundation, Scott W & Patrice K Brickman Ttee10721 Red Barn Ln, Potomac, MD 20854-1956MD2009-02$11,021,893
3John C Goldsmith And Nancy L Goldsmith Family Foundation4550 Montgomery Ave Ste 775n, Bethesda, MD 20814-3376MD2009-04$9,014,517
4Ingrid D Tauber Fund Inc6000 Executive Blvd Ste 600, N Bethesda, MD 20852-3818MD2012-03$8,093,631
5Winans Foundation Tr, Mike Winans Ttee9630 Milestone Way Apt 3081, College Park, MD 20740-4344MD2007-10$5,920,543
6William E Seale Family Foundation, William E Seale Ttee1800 Dreams Landing Way, Annapolis, MD 21401-1072MD2007-06$5,000,018
7Marinus And Minna B Koster Foundation Inc481 N Frederick Ave Ste 300, Gaithersburg, MD 20877-2472MD2014-06$4,137,070
8William E Cross Foundation Inc201 Thomas Johnson Dr, Frederick, MD 21702-5166MD2004-07$3,526,624
9The Nicholl Family Foundation Inc1124 Day Rd, Sykesville, MD 21784-5607MD2002-05$3,027,478
10Sdg Foundation Inc10211 Wincopin Cir Ste 450, Columbia, MD 21044-3430MD2007-03$2,183,842
11The Roche Family Foundation6506 Montrose Ave, Baltimore, MD 21212-1023MD2007-05$2,131,517
12Butz Foundation Inc3663b Cap Stine Rd, Frederick, MD 21703-7837MD2012-01$1,954,592
13Shepard Family Private Foundation6225 Smith Avenue, Baltimore, MD 21209-3626MD1999-12$1,838,099
14Besson Cooper Fund Inc9529 Nightsong Ln, Columbia, MD 21046-2065MD2012-09$1,734,835
15The Dorothy L & Henry A Rosenberg Jr Foundation IncOne N Charles St 22nd Fl, Baltimore, MD 21201-3740MD2001-07$1,668,673
16Monique C And George L Braude Memorial Foundation Inc1 South St Fl 27, Baltimore, MD 21202-3282MD2010-08$1,598,637
17Sandra And Malcolm Berman Charitable Foundation IncPO BOX 15101, Baltimore, MD 21282-5101MD2007-06$1,401,995
18The Rita Poretsky Memorial Fund IncC/O Allan J Gibber One South St, Baltimore, MD 21202MD2003-05$1,374,563
19The Murthynayak Foundation Inc11 Cool Spring Ct, Lutherville, MD 21093-3529MD2002-05$1,370,686
20Leslie & Samuel Kaplan Family Foundation7710 Woodmont Ave Apt 510, Bethesda, MD 20814-6076MD2012-11$1,349,575
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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