Unknown Organization

990PF • Fiscal year 2013 • EIN 56-2116040

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization Profile

7700 Baltusrol Lane28210-4030

(704) 609-5112

Siviq Scores

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

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

74%

Higher net margin than 95% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

7.0%

Faster asset growth than 63% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

$107,786

Up $7,008 (+7.0%) from 2012

Net Assets

$107,786

Up $7,008 (+7.0%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin95th percentile

Revenue

$9,420

No earlier filing loaded for comparison.

Expenses

Down

$2,460

Down $151,290 (-98%) from 2012

Net Income

$6,960

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

Highlighted filing

2013

Assets$107,786

Liabilities$0

Net Assets$107,786

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$9,420

Expenses$2,460

Net Income$6,960

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 30, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KEVIN J ROCHE	President	-	$0	-	-
PEGGY ROCHE	VP/Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 56-2116040
Phone: 7046095112

Signing Officer

Name: Kevin J Roche
Title: President
Phone: 7046095112
Signed: 2014-04-30
Discuss with paid preparer: Yes

Preparer

Preparer: Andrea D Hall
Phone: 7043715000

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/Amt	0	1625
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	3590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	3070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	9254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	12487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	12570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	3175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	5870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	4204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	3917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	3918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	18701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	11	8500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	8024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	6072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	24277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	14116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	12260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	3234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	7996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	6324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	4044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	3417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	20466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	11	9264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	HARBOR INTERNATIONAL FUND INS CL AVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	LAZARD EMERGING MKTS PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	HARBOR CAPITAL APPRECIATION FUND INST CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	LOOMIS SAYLES BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	PIMCO TOTAL RETURN FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	TEMPLETON GLOBAL BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	AMERICA EUROPEAN GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	TOUCHSTONE SMALL CAP CORE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	VANGUARD HIGH YIELD CORP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	PIMCO EMERGING LOCAL BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	THE CRAWFORD DIVIDEND GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	PRINCIPAL MID CAP FD CLASS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	2720
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	2468
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	2607
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	2468
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	5327
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	7795
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	1625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1625
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	5075
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	1625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	2720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	2720
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	6960
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	11166
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	5075
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	5449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	670
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	670
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	51
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	2346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	2460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	7795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	9420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	2346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	2460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2010-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2010-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	3018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	3073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	1087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	1381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	2607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	1087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	1381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	2607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	4105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	4454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	2607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	RIDGEWORTH FD-MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	GOLDMAN SACHS GRTH OPP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	5075
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	6960
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	48
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	107786
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	100778
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	107786
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	6275
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	6275
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	6275
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	6384
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	109
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	0
IRS990PF/FMVAssetsEOYAmt	0	138024
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	13931
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	18530
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	18530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	86847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	89256
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	119494
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	100778
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	107786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	100778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	107786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	138024
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	100778
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	107786
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	100778
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	107786
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	129618
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	15274
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	114344
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	1944
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	6384
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	127674
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	129618
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	KEVIN J ROCHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	PEGGY ROCHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	7700 BALTUSROL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	7700 BALTUSROL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	28210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	28210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	37630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	37684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	149646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	99784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	99927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	74922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.294733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.673535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.342256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.275053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.182820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	54
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	127674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	222180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	291548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	363301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	348426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	409813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	1.473664
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	0
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	KEVIN ROCHE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	7700 BALTUSROL LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	28210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7046095112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	KEVIN J ROCHE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	PEGGY ROCHE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	6275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	139245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	85639
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	81908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	54587
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	6275
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	48312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	306792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	139245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	85639
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	81908
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	355104
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	361379
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	670
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	48
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	PY DIVIDENDS RECEIVED IN 2013
TaxesSchedule/TaxesDetail/Amt	0	51
TaxesSchedule/TaxesDetail/Amt	1	114
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt	1	2012 RETURN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	51
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEVIN J ROCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7046095112
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	KEVIN AND PEGGY ROCHE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	KEVI
ReturnHeader/Filer/EIN	0	562116040
ReturnHeader/Filer/PhoneNum	0	7046095112
ReturnHeader/Filer/USAddress/AddressLine1	0	7700 BALTUSROL LANE
ReturnHeader/Filer/USAddress/City	0	CHARLOTTE
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	282104030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	561982812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	DANIEL RATLIFF & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	301 S MCDOWELL ST STE 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	28204
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7043715000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ANDREA D HALL
ReturnHeader/ReturnTs	0	2014-05-13T08:08:28-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $107,786
Liabilities: $0
Net assets: $107,786
Revenue: $9,420
Expenses: $2,460
Net income: $6,960

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.09	$0.02	$0.07
2012Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01		$1.54
2011Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13		$1.04
2010Detailed filing. Detailed filing data is available for this year.	$2.90	$0.00	$2.90		$1.04