Civic Intelligence

Roach Maxam Family Foundation

990PF • Fiscal year 2017 • EIN 46-4297381

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization Profile
1939 Harrison StreetOakland, CA 94612

(510) 273-8595

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

95th percentile

98%

Faster asset growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

2037%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$503,950

Up $249,091 (+98%) from 2016

Net Assets

Up

$503,950

Up $249,091 (+98%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Up

$267,160

Up $254,659 (+2037%) from 2016

Expenses

Up

$16,894

Up $1,069 (+6.8%) from 2016

Net Income

Up

$250,266

Up $253,590 (+7629%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $257,938Liabilities 2014: $0Net Assets 2014: $257,9382014Assets 2015: $258,183Liabilities 2015: $0Net Assets 2015: $258,1832015Assets 2016: $254,859Liabilities 2016: $0Net Assets 2016: $254,8592016Assets 2017: $503,950Liabilities 2017: $0Net Assets 2017: $503,9502017Assets 2018: $1,000,802Liabilities 2018: $0Net Assets 2018: $1,000,8022018Assets 2019: $1,026,877Liabilities 2019: $0Net Assets 2019: $1,026,8772019Assets 2020: $889,848Liabilities 2020: $0Net Assets 2020: $889,8482020Assets 2021: $1,272,755Liabilities 2021: $0Net Assets 2021: $1,272,7552021Assets 2022: $1,153,019Liabilities 2022: $0Net Assets 2022: $1,153,0192022Assets 2023: $1,192,642Liabilities 2023: $0Net Assets 2023: $1,192,6422023Assets 2024: $1,860,152Liabilities 2024: $0Net Assets 2024: $1,860,1522024Assets 2025: $1,864,442Liabilities 2025: $325Net Assets 2025: $1,864,1172025

Highlighted filing

2017

Assets$503,950
Liabilities$0
Net Assets$503,950
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2014: $267,167Expenses 2014: $9,229Net Income 2014: $257,9382014Revenue 2015: $24,011Expenses 2015: $23,766Net Income 2015: $2452015Revenue 2016: $12,501Expenses 2016: $15,825Net Income 2016: -$3,3242016Revenue 2017: $267,160Expenses 2017: $16,894Net Income 2017: $250,2662017Revenue 2018: $537,008Expenses 2018: $41,904Net Income 2018: $495,1042018Revenue 2019: $43,198Expenses 2019: $51,938Net Income 2019: -$8,7402019Revenue 2020: $165,531Expenses 2020: $59,498Net Income 2020: $106,0332020Revenue 2021: $267,708Expenses 2021: $67,902Net Income 2021: $199,8062021Revenue 2022: $144,440Expenses 2022: $118,705Net Income 2022: $25,7352022Revenue 2023: $108,484Expenses 2023: $85,233Net Income 2023: $23,2512023Revenue 2024: $683,038Expenses 2024: $84,984Net Income 2024: $598,0542024Revenue 2025: $120,972Expenses 2025: $111,683Net Income 2025: $9,2892025

Highlighted filing

2017

Revenue$267,160
Expenses$16,894
Net Income$250,266
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD G ROACHCEO-$0--
JEANETTE M ROACHSecretary-$0--
ABIGAIL R MAXAMCFO-$0--
Filing and Contact Details

Filer

Filer Name
Roach Maxam Family Foundation
EIN
46-4297381
Phone
5102738595
Address
1939 HARRISON STREET, OAKLAND, CA 94612

Signing Officer

Name
Edward G Roach
Title
CEO
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Sweeney Kovar LLP
Address
3800 Blackhawk Road 100, Danville, CA 94506
Preparer
Joseph C Kovar CPA
Phone
9256483660
Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01390
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES (30% INVEST, 70% CHARIT)
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0973
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0243470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0243470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0650
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-833
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt011
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TRUST DEED - INTEREST INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt010833
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010833
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-172
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010661
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0973
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01390
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0661
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0256499
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0250266
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0251666
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0640
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-833
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt010833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010833
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0267160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0252499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0251666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02167 APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-833
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-833
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0250266
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01175
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0505125
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0254859
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0503950
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024866
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024866
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024866
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025079
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/DistributableAmountGrp/TotalTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0213
IRS990PF/FMVAssetsEOYAmt0503950
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04859
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02605
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0243470
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0243470
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07875
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0254859
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0503950
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0503950
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0254859
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0503950
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0254859
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0503950
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0254859
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0503950
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0509210
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07865
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07638
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0501345
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025079
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0501572
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0509210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD G ROACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANETTE M ROACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ABIGAIL R MAXAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01939 HARRISON STREET STE 410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11939 HARRISON STREET STE 410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21939 HARRISON STREET STE 410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294612
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016054
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016054
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016054
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01939 HARRISON STREET STE 410
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OAKLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094612
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EDWARD G ROACH
IRS990PF/StatementsRegardingActyGrp/PhoneNum05102738595
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S ONLY MAJOR CHARITABLE ACTIVITY IS TO PROVIDE GENERAL SUPPORT, SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS TO INDIVIDUALS AND ORGANIZATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION SHOULD BE IN WRITING AND SHOULD DESCRIBE THE AMOUNT, EDUCATIONAL NEED AND/OR PROGRAM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROACH MAXAM FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05102738595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01939 HARRISON STREET SUITE 410
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FUNDING TO PRESERVE THE CHARACTER OF NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE FUNDING TO POGO AS GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE FUNDING TO OAKWOOD SCHOOL AS GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE FUNDING TO GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE FUNDING FOR GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROVIDE FUNDING TO PEIDMONT FOUNDATION AS ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LAND TRUST OF NAPA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PROJECT ON GOVERNMENT OVERSIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2OAKWOOD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE EDIBLE SCHOOLYARD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PIEDMONT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01700 SOSCOL AVENUE 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11100 G STREET NW SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211600 MAGNOLIA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41517 SHATTUCK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5401 HIGHLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PIEDMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594611
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016054
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04505
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06603
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016054
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06603
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02209
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EDWARD G ROACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01939 HARRISON STREET STE 410
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094612
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0252499
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0252499
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,167 SHS APPLE STOCK DONATION
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0640
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0915
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0275
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TRUST DEED - INTEREST INC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010833
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010833
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0EDWARD G ROACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01939 HARRISON STREET STE 410
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OAKLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094612
TaxesSchedule/TaxesDetail/Amt0181
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0181
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD G ROACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROACH MAXAM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROAC
ReturnHeader/Filer/EIN0464297381
ReturnHeader/Filer/PhoneNum05102738595
ReturnHeader/Filer/USAddress/AddressLine1Txt01939 HARRISON STREET
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sweeney Kovar LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 Blackhawk Road 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094506
ReturnHeader/PreparerPersonGrp/PhoneNum09256483660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH C KOVAR CPA
ReturnHeader/ReturnTs02017-11-14T14:51:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$503,950
Liabilities
$0
Net assets
$503,950
Revenue
$267,160
Expenses
$16,894
Net income
$250,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.12$0.11$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.68$0.08$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.11$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.14$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.27$0.07$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.17$0.06$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.04$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.54$0.04$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.27$0.02$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.27$0.01$0.26