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Roach Maxam Family Foundation

  • Pleasanton, CA
  • Tax-exempt since Sept. 2014
  • EIN: 46-4297381

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$683k (2024)

Expenses
$85k (2024)

Total Assets
$1.86M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$683,038
Expenses
$84,984
Net Income
$598,054
Net Assets
$1,860,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $574,638
84.1%
Interest Revenue $242
0.0%
Dividends $92,342
13.5%
Sales of Assets $6,629
1.0%
Other Income $9,187
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,167
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,860,152
Total Liabilities $0
Net Assets $1,860,152
Compensation
Key Employees and Officers Compensation Other
Jeanette M Roach (Ceo) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,484
Expenses
$85,233
Net Income
$23,251
Net Assets
$1,192,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,650
8.9%
Interest Revenue $49
0.0%
Dividends $88,742
81.8%
Sales of Assets $0
Other Income $10,043
9.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,914
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,192,642
Total Liabilities $0
Net Assets $1,192,642
Compensation
Key Employees and Officers Compensation Other
Jeanette M Roach (Ceo) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Feb. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$144,440
Expenses
$118,705
Net Income
$25,735
Net Assets
$1,153,019
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $60,000
41.5%
Interest Revenue $1
0.0%
Dividends $74,433
51.5%
Sales of Assets $0
Other Income $10,006
6.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $117,148
98.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,153,019
Total Liabilities $0
Net Assets $1,153,019
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Dec. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$267,708
Expenses
$67,902
Net Income
$199,806
Net Assets
$1,272,754
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
74.7%
Interest Revenue $0
Dividends $57,703
21.6%
Sales of Assets $0
Other Income $10,005
3.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,845
98.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,272,755
Total Liabilities $1
Net Assets $1,272,754
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$165,531
Expenses
$59,498
Net Income
$106,033
Net Assets
$889,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
60.4%
Interest Revenue $5
0.0%
Dividends $55,522
33.5%
Sales of Assets $0
Other Income $10,004
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,274
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $889,848
Total Liabilities $1
Net Assets $889,847
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,198
Expenses
$51,938
Net Income
-$8,740
Net Assets
$1,026,877
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $154
0.4%
Dividends $41,706
96.5%
Sales of Assets -$8,665
Other Income $10,003
23.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,228
96.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,026,877
Total Liabilities $0
Net Assets $1,026,877
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$537,008
Expenses
$41,904
Net Income
$495,104
Net Assets
$1,000,802
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $509,000
94.8%
Interest Revenue $33
0.0%
Dividends $19,642
3.7%
Sales of Assets $0
Other Income $8,333
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,817
92.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,000,802
Total Liabilities $0
Net Assets $1,000,802
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 28, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$267,160
Expenses
$16,894
Net Income
$250,266
Net Assets
$503,950
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $256,499
96.0%
Interest Revenue $11
0.0%
Dividends $650
0.2%
Sales of Assets -$833
Other Income $10,833
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,054
95.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $503,950
Total Liabilities $0
Net Assets $503,950
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,501
Expenses
$15,825
Net Income
-$3,324
Net Assets
$254,859
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,500
20.0%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $10,001
80.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,827
93.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $254,859
Total Liabilities $0
Net Assets $254,859
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,011
Expenses
$23,766
Net Income
$245
Net Assets
$258,183
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,010
58.3%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $10,001
41.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,886
96.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $258,183
Total Liabilities $0
Net Assets $258,183
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on Feb. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$267,167
Expenses
$9,229
Net Income
$257,938
Net Assets
$257,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $263,000
98.4%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $4,167
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,709
72.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $257,938
Total Liabilities $0
Net Assets $257,938
Compensation
Key Employees and Officers Compensation Other
Edward G Roach (Ceo) $0 $0
Jeanette M Roach (Secretary) $0 $0
Abigail R Maxam (Cfo) $0 $0

Document Links

990-PF
Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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