Nonprofit · EIN 46-4297381
ROACH MAXAM FAMILY FOUNDATION
Tax-exempt · PLEASANTON, CA 94588
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $120,972 | $111,683 | $9,289 | $1,864,442 | $325 | $1,864,117 |
| June 30, 2024 | 990-PF | $683,038 | $84,984 | $598,054 | $1,860,152 | $0 | $1,860,152 |
| June 30, 2023 | 990-PF | $108,484 | $85,233 | $23,251 | $1,192,642 | $0 | $1,192,642 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $110,935
- Interest
- $8
- Other income
- $10,029
Expenses
- Grants and similar amounts paid
- $95,200
- Disbursements for charitable purposes
- $109,151
- Excise tax on investment income
- $1,507
Balance sheet and other
- Total assets, start of year
- $1,860,152
- Total assets, end of year
- $1,864,442
- Total liabilities, end of year
- $325
- Net assets, end of year
- $1,864,117
- Fair market value of assets
- $269,722
- Qualifying distributions
- $109,151
- Net investment income
- $110,943
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE M ROACH 1939 HARRISON STREET STE 410, OAKLAND, CA 94612 | CEO | 0 | $0 |
| ABIGAIL R MAXAM 1939 HARRISON STREET STE 410, OAKLAND, CA 94612 | CFO | 0 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE M ROACH 1939 HARRISON STREET STE 410, OAKLAND, CA 94612 | CEO | 0 | $0 |
| ABIGAIL R MAXAM 1939 HARRISON STREET STE 410, OAKLAND, CA 94612 | CFO | 0 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE M ROACH 1939 HARRISON STREET STE 410, OAKLAND, CA 94612 | CEO | 0 | $0 |
| ABIGAIL R MAXAM 1939 HARRISON STREET STE 410, OAKLAND, CA 94612 | CFO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7901 STONERIDGE DR STE 504 # 410, PLEASANTON, CA 94588-3671
- In care of
- % EDWARD G ROACH
- Signed the 990-PF
- JEANETTE M ROACH, President
- Phone
- (510) 273-8595
- Return prepared by
- AVANTAX SOLUTIONS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 46-4297381 or by the name ROACH MAXAM FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4297381
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,864,442
- Income (IRS master file)
- $120,972
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $120,972 | $111,683 | $1,864,442 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $683,038 | $84,984 | $1,860,152 | XML |
| 990-PF | June 2023 | $108,484 | $85,233 | $1,192,642 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4297381).
Questions about ROACH MAXAM FAMILY FOUNDATION
- What is the EIN of ROACH MAXAM FAMILY FOUNDATION?
- The employer identification number (EIN) of ROACH MAXAM FAMILY FOUNDATION is 46-4297381.
- Is ROACH MAXAM FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ROACH MAXAM FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROACH MAXAM FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROACH MAXAM FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROACH MAXAM FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROACH MAXAM FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROACH MAXAM FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $120,972, expenses of $111,683 and total assets of $1,864,442 at year end.
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