ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ROGERS FAMILY FOUNDATION (EIN 04-6063152)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-10-29
IRS object ID: 202423039349100507
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-29T07:34:51-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042571780	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AAFCPAS INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 WASHINGTON STREET	AddressLine1Txt
City	WESTBOROUGH	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01581	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046063152	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROGERS FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O GMA FOUNDATIONS INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROGE	BusinessNameControlTxt
Phone	6174267080	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 LIBERTY SQUARE SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AMY ROGERS DITTRICH	PersonNm
Person Title	TRUSTEE, PART-TIME	PersonTitleTxt
Phone	9784656100	PhoneNum
Signature	2024-10-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOYCE RIPIANZI CPA	PreparerPersonNm
PTIN	P00548581	PTIN
Phone	5083669100	PhoneNum
Preparation	2024-10-28	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$21,949,955	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$34	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$34	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$345,633	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$345,633	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$659,374	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,274,116	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$659,374	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,005,041	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,005,041	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$13,001	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$13,001	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$59,191	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$45,007	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$14,184	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$15,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,865	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,865	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$89,057	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$45,007	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$29,050	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,186,417	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,186,417	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,275,474	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$45,007	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,215,467	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$270,433	ExcessRevenueOverExpensesAmt
Net Investment Income	$960,034	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$263,158	CashBOYAmt
Cash EOY	$42,632	CashEOYAmt
Cash EOYFMV	$42,632	CashEOYFMVAmt
Other Investments BOY	$19,964,021	OtherInvestmentsBOYAmt
Other Investments EOY	$21,907,323	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$21,907,323	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$20,227,179	TotalAssetsBOYAmt
Total Assets EOY	$21,949,955	TotalAssetsEOYAmt
Total Assets EOYFMV	$21,949,955	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$20,227,179	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$21,949,955	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$20,227,179	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$21,949,955	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$20,227,179	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$21,949,955	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$20,227,179	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$270,433	ExcessRevenueOverExpensesAmt
Other Increases	$1,993,209	OtherIncreasesAmt
Subtotal	$21,949,955	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$21,949,955	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
Gross Sales Price	$1,274,116	GrossSalesPriceAmt
Cost Or Other Basis	$614,742	CostOrOtherBasisAmt
Gain Or Loss	$659,374	GainOrLossAmt
Gains Minus Excess Or Losses	$659,374	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$659,374	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$13,344	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$13,344	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$13,344	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$19,021	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$19,021	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$19	EsPenaltyAmt
Overpayment	$5,658	OverpaymentAmt
Applied To ES Tax	$5,658	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.ROGERSFAMILYFOUNDATION.COM	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	GMA FOUNDATIONS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6174267080	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 LIBERTY SQUARE SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY ROGERS DITTRICH
2 LIBERTY SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE, PART-TIME	1.00	$0	$0	$0
DEBORAH K ROGERS
2 LIBERTY SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE, PART-TIME	1.00	$0	$0	$0
T TYLER DITTRICH
2 LIBERTY SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE, PART-TIME	1.00	$0	$0	$0
KATHRYN DOHERTY O'DONNELL
2 LIBERTY SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE, PART-TIME	1.00	$0	$0	$0
JAMES F SCULLY JR
2 LIBERTY SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE, PART-TIME	1.00	$0	$0	$0
SARAH H ROGERS
2 LIBERTY SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE, PART-TIME	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$16,785,236	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$201,014	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$4,432,901	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$21,419,151	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$21,419,151	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$321,287	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$21,097,864	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,054,893	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,054,893	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$13,344	TaxBasedOnInvestmentIncomeAmt
Total Tax	$13,344	TotalTaxAmt
Distributable Before Adj	$1,041,549	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,041,549	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,041,549	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,215,467	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,215,467	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,041,549	DistributableAsAdjustedAmt
Undistributed Income PY	$513,201	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,215,467	QualifyingDistributionsAmt
Applied To Year1	$513,201	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$702,266	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$339,283	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	GMA FOUNDATIONS INC	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 LIBERTY SQUARE SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6174267080	RecipientPhoneNum
Form And Info And Materials	TO BE CONSIDERED, THE ORGANIZATION MUST BE TAX EXEMPT UNDER IRC 501(C)3 AND BE CLASSIFIED AS NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A). APPLICATIONS SHOULD BE SUBMITTED ELECTRONICALLY THROUGH THE ORGANIZATIONS WEBSITE. THE ONLINE APPLICATION FOLLOWS THE COMMON PROPOSAL DESIGNED AND PUBLISHED BY ASSOCIATED GRANT MAKERS, INC.	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	THE ROGERS FAMILY FOUNDATION TYPICALLY ONLY MAKES GRANTS TO NONPROFIT ORGANIZATIONS PROVIDING SERVICES WITHIN MASSACHUSETTS MERRIMACK VALLEY OR NORTH SHORE OR IN SOUTHEASTERN NEW HAMPSHIRE.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
2ND ACT INC
PO BOX 51352 25 DORCHESTER AVENUE	BOSTON	MA	02205	PC	NORTH SHORE TOUR 2023-24	$10,000
AARON'S PRESENTS
180 MAIN STREET	ANDOVER	MA	01810	PC	EXPANDED OUTREACH TO YOUTH IN LAWRENCE, MA	$25,000
ANDOVER COMMITTEE FOR A BETTER CHANCE DBA A BETTER CHANCE OF ANDOVER
PO BOX 212	ANDOVER	MA	01810	PC	PROGRAM SUPPORT TO FUND SCHOLAR FOOD COSTS AND ENRICHMENT	$3,000
ANNA JAQUES HOSPITAL
529 MAIN STREET SUITE 400	CHARLESTOWN	MA	02129	PC	NEONATAL CARE CENTER ATOM INFANT WARMERS, 2 OF 2	$21,584
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUARE	BOSTON	MA	02129	PC	EDUCATORS OUTDOORS - LAWRENCE	$10,000
BETH ISRAEL DEACONESS MEDICAL CENTER
529 MAIN STREET SUITE 400	CHARLESTOWN	MA	02129	PC	DR. SCOTT A. SHAINKER RESEARCH SUPPORT - INSTALLMENT 1 OF 2	$50,000
BEVERLY BOOTSTRAPS COMMUNITY SERVICES
35 PARK STREET	BEVERLY	MA	01915	PC	ADULT EDUCATION	$5,000
BEYOND SOCCER INC
280 MERRIMACK ST SUITE 311	LAWRENCE	MA	01843	PC	GENERAL OPERATING SUPPORT	$15,000
BLESSED STEPHEN BELLESINI OSA ACADEMY
PO BOX 1021	LAWRENCE	MA	01842	PC	STUDENT SPONSORSHIP PROGRAM	$30,000
BOYS & GIRLS CLUB OF LAWRENCE
136 WATER STREET	LAWRENCE	MA	01841	PC	ARTS FOR ALL	$12,000
BRADFORD CHRISTIAN ACADEMY
97 OXFORD AVENUE	HAVERHILL	MA	01835	PC	TUITION ASSISTANCE PROGRAM	$10,000
BREAD & ROSES HOUSING
15 UNION STREET SUITE 205	LAWRENCE	MA	01840	PC	FAMILY SUPPORT & ADVOCACY	$25,000
BREAD AND ROSES
58 NEWBURY ST	LAWRENCE	MA	01840	PC	EMERGENCY PANTRY	$20,000
BROOKS SCHOOL
1160 GREAT POND ROAD	NORTH ANDOVER	MA	01845	PC	BOATHOUSE CAPITAL CAMPAIGN	$25,000
CARE DIMENSIONS INC
75 SYLVAN STREET SUITE B-102	DANVERS	MA	01923	PC	BUILDING AND SUSTAINING THE FUTURE STANDARD OF SERIOUS ILLNESS CARE	$15,000
CATHOLIC CHARITIES NH
100 WILLIAM LOEB DRIVE UNIT 3	MANCHESTER	NH	031095324	PC	COMMUNITY SERVICES - CASEWORK AND FINANCIAL ASSISTANCE	$7,500
CATIE'S CLOSET
19 SCHOOL STREET	DRACUT	MA	01826	PC	PROGRAM SUPPORT	$15,000
CENTRAL CATHOLIC HIGH SCHOOL
300 HAMPSHIRE STREET	LAWRENCE	MA	01841	PC	REBIRTH & RENOVATION OF THE ALLAN B. ROGERS MEMORIAL THEATER, 2 OF 3	$33,333
CHILDREN'S CENTER FOR COMMUNICATION BEVERLY SCHOOL FOR THE DEAF
6 ECHO AVENUE	BEVERLY	MA	019152417	PC	CLOUD-BASED SCHOOL ACCESS CONTROL SYSTEM	$5,000
CLAY SOPER MEMORIAL FUND
PO BOX 102	WINCHESTER	MA	01890	PC	YOUTH SUBSTANCE ABUSE PREVENTION PROGRAM "IF THEY HAD KNOWN"	$10,000
COMMUNITIES TOGETHER INC
PO BOX 428	LAWRENCE	MA	01842	PC	MANOS FELICES! - HAPPY HANDS	$2,500
COMMUNITY DAY CARE INC DBA THE COMMUNITY GROUP
190 HAMPSHIRE STREET	LAWRENCE	MA	01840	PC	CHILDCARE MENTORING, PRACTICUM, AND PROGRAM SUPPORT	$5,000
COMMUNITY GIVING TREE
572B MAIN STREET	BOXFORD	MA	01921	PC	GENERAL OPERATING SUPPORT	$7,500
COMMUNITY INROADS
190 ACADEMY ROAD	NORTH ANDOVER	MA	01845	PC	OPERATIONAL SUPPORT TO STRENGTHEN LAWRENCE AND HAVERHILL NONPROFITS	$3,000
ELEVATED THOUGHT
15 UNION STREET SUITE 608	LAWRENCE	MA	01840	PC	ET ON THE 6TH ART & SOCIAL JUSTICE LIBRARY PROGRAMMING	$20,000
ELLIE FUND
200 RESERVOIR ST SUITE 300	NEEDHAM	MA	02494	PC	EQUITABLE PATHWAYS TO BREAST CANCER CARE IN THE MERRIMACK VALLEY AND NORTH SHORE	$10,000
ENDICOTT COLLEGE
376 HALE STREET	BEVERLY	MA	01915	PC	SINGLE PARENT SERVICES	$15,000
ESPERANZA ACADEMY
198 GARDEN STREET	LAWRENCE	MA	01840	PC	FIRST GENERATION STUDENT SUPPORT	$10,000
ESSEX ART CENTER
56 ISLAND STREET	LAWRENCE	MA	01840	PC	BUILDING CREATIVELY CAMPAIGN	$15,000
ESSEX COUNTY HABITAT FOR HUMANITY
14 PARK STREET	DANVERS	MA	01923	PC	HAMILTON HOME BUILD PHASE I	$10,000
FAMILY SERVICES OF THE MERRIMACK VALLEY
430 NORTH CANAL STREET	LAWRENCE	MA	01840	PC	YOUTH DEVELOPMENT PROGRAMS	$12,000
FRANCIS OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BOULEVARD	NORTON	MA	02766	PC	OUIMET ONWARD CAREER RESOURCES PROGRAM	$10,000
GATHER
210 WEST ROAD SUITE 3	PORTSMOUTH	NH	03801	PC	GENERAL OPERATING SUPPORT	$10,000
GLOUCESTER MARITIME HERITAGE CENTER
23 HARBOR LOOP	GLOUCESTER	MA	01930	PC	SOCIAL EMOTIONAL TRAINING	$2,500
GREATER LAWRENCE COMMUNITY BOATING PROGRAM
P O BOX 955 1 EATON STREET	LAWRENCE	MA	01843	PC	YOUTH PROGRAMMING SUPPORT	$15,000
GROUNDWORK LAWRENCE
50 ISLAND STREET SUITE 101	LAWRENCE	MA	01840	PC	YOUTH EDUCATION PROGRAMS: EMPOWERING YOUNG PEOPLE FOR LIFELONG SUCCESS	$5,000
HARVEY GIRLS INC
184 PLEASANT VALLEY ST SUITE 2-201	METHUEN	MA	01844	PC	THE ALTMAN PROGRAM EXPANSION	$7,500
HAVEN PROJECT INC
57 MUNROE STREET	LYNN	MA	01901	PC	PROGRAM SUPPORT	$7,500
HAWAI'I COMMUNITY FOUNDATION
827 FORT STREET MALL	HONOLULU	HI	96813	PC	FOR THE MAUI STRONG FUND	$1,500
HEALING ABUSE WORKING FOR CHANGE INC
27 CONGRESS STREET	SALEM	MA	01970	PC	DOMESTIC VIOLENCE SERVICES IN ESSEX COUNTY	$15,000
HORIZONS FOR HOMELESS CHILDREN
1785 COLUMBUS AVENUE	ROXBURY	MA	02119	PC	NORTHEAST REGION PLAYSPACE PROGRAM	$10,000
IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER
6 ESSEX STREET	LAWRENCE	MA	01840	PC	THE RISING LOAVES 2023	$2,500
JEANNE GEIGER CRISIS CENTER INC
2 HARRIS STREET	NEWBURYPORT	MA	01950	PC	SAFE CHILDREN STRONG PARENTS PROGRAM	$15,000
JUMPSTART
308 CONGRESS STREET 6TH FLOOR	BOSTON	MA	02210	PC	MERRIMACK VALLEY & NORTH SHORE PROGRAMMING	$10,000
JUSTICE RESOURCE INSTITUTE INC
160 GOULD STREET SUITE 300	NEEDHAM HEIGHTS	MA	02494	PC	SURVIVOR EMPOWERMENT SERVICES	$15,000
LAWRENCE CATHOLIC ACADEMY
101 PARKER STREET	LAWRENCE	MA	01843	PC	CAPITAL CAMPAIGN SUPPORT	$40,000
LAWRENCE GENERAL HOSPITAL
1 GENERAL STREET PO BOX 189	LAWRENCE	MA	01842	PC	VERTICAL TREATMENT AREA IN THE LGH EMERGENCY CENTER	$100,000
LAZARUS HOUSE INC
PO BOX 408	LAWRENCE	MA	01842	PC	OPENING DOORS OUT OF POVERTY	$25,000
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540	BOSTON	MA	02114	PC	IN SUPPORT OF PEDIATRIC ONCOLOGY AT MGH	$1,000
MERRIMACK COLLEGE
315 TURNPIKE STREET	NORTH ANDOVER	MA	01845	PC	PIONEER SCHOLARS PROGRAM	$10,000
MERRIMACK VALLEY DREAM CENTER
60 ISLAND STREET	LAWRENCE	MA	01840	PC	MOBILE FOOD PANTRY	$5,000
MERRIMACK VALLEY FOOD BANK
PO BOX 2041	LOWELL	MA	01851	PC	FOOD DISTRIBUTION PROGRAM	$12,000
MERRIMACK VALLEY IMMIGRANT & ED CENTER
439 S UNION ST BLDG 2	LAWRENCE	MA	01843	PC	GENERAL OPERATING SUPPORT	$25,000
MERRIMACK VALLEY YMCA
360 MERRIMACK STREET BUILDING 9	LAWRENCE	MA	01843	PC	TEEN ACHIEVERS AND YO PUEDO	$5,000	SUITE 270
NORTH ANDOVER HISTORICAL SOCIETY
800 MASSACHUSETTS AVE	NORTH ANDOVER	MA	01845	PC	EDUCATIONAL PROGRAM SUPPORT	$2,000
NOTRE DAME CRISTO REY HIGH SCHOOL
203 LAWRENCE STREET	METHUEN	MA	01844	PC	CORPORATE WORK STUDY PROGRAM EXPANSION	$10,000
NOTRE DAME EDUCATION CENTER-LAWRENCE
354 MERRIMACK STREET SUITE 210	LAWRENCE	MA	018431755	PC	NURSING ASSISTANT PROGRAM (NAP)	$10,000
ON THE MOVE
3 MCALLISTER WAY	METHUEN	MA	01844	PC	BOOKS FROM THE START	$2,500
OUR NEIGHBORS' TABLE
PO BOX 592 145 MAIN ST	AMESBURY	MA	01913	PC	CAPITAL CAMPAIGN SUPPORT	$25,000
PATHWAYS FOR CHILDREN INC
29 EMERSON AVE	GLOUCESTER	MA	01930	PC	YOUTH AT RISK CONFERENCE	$5,000
PHILLIPS ANDOVER ACADEMY
180 MAIN STREET	ANDOVER	MA	01810	PC	ANDOVER BREAD LOAF	$2,500
PINGREE SCHOOL
537 HIGHLAND STREET	SOUTH HAMILTON	MA	01982	PC	PREP@PINGREE	$7,500
PLAYWORKS NEW ENGLAND
1452 DORCHESTER AVE 4TH FLOOR	DORCHESTER	MA	02122	PC	SAFE & HEALTHY PLAY FOR LAWRENCE ELEMENTARY SCHOOL STUDENTS	$10,000
PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROAD	SALEM	MA	01970	PC	REBUILDING FAMILIES CAPITAL CAMPAIGN - INSTALLMENT 2 OF 5	$75,000
PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROAD	SALEM	MA	01970	PC	ADDRESSING ECONOMIC IMPACTS ON PERMANENCY FOR YOUTH IN FOSTER CARE	$20,000
POSITIVE TRACKS
35 SOUTH MAIN ST SUITE 105	HANOVER	NH	03755	PC	YOUTH CHALLENGES PROGRAM	$5,000
PROFESSIONAL CENTER FOR CHILD DEVELOPMENT
32 OSGOOD STREET	ANDOVER	MA	01810	PC	WOODBRIDGE SCHOOL	$7,500
PROJECT HOME AGAIN
PO BOX 1236	ANDOVER	MA	01810	PC	HOUSEHOLD GOODS DISTRIBUTION	$12,000
ROOT NS INC
35 CONGRESS STREET SUITE 2350	SALEM	MA	01970	PC	CULINARY TRAINING AND EMPLOYMENT PROGRAM	$7,500
SOMEBODY CARES NEW ENGLAND
358 WASHINGTON ST	HAVERHILL	MA	01832	PC	YOUTH CENTER ON THE HILL	$3,000
SQUASHBUSTERS INC
795 COLUMBUS AVE	ROXBURY CROSSING	MA	02120	PC	20 ISLAND PARKSIDE - CAPITAL SUPPORT, 2 OF 5	$50,000
ST JOHN'S PREPARATORY SCHOOL
72 SPRING STREET	DANVERS	MA	01923	PC	PARTNERSHIP WITH BELLESINI ACADEMY - INSTALLMENT 2 OF 4	$30,000
STRONGWATER FARM THERAPEUTIC
500 LIVINGSTON STREET BOX 754	TEWKSBURY	MA	01876	PC	GENERAL OPERATING SUPPORT	$10,000
SUPPORTIVE LIVING
400 WEST CUMMINGS PARK SUITE 6100	WOBURN	MA	01801	PC	NORTH SHORE NEURO-WELLNESS	$2,500
TEACH FOR AMERICA MASSACHUSETTS
50 MILK STREET 16TH FLOOR	BOSTON	MA	02109	PC	EMPOWERING EDUCATORS TO INCREASE STUDENT OUTCOMES IN LAWRENCE	$10,000
THE OPEN DOOR
28 EMERSON AVENUE	GLOUCESTER	MA	01930	PC	HEALTHY FOOD FOR CHILDREN, FAMILIES, & SENIORS	$10,000
THE WISH PROJECT
PO BOX 8693	LOWELL	MA	01853	PC	SPECIAL PROJECTS FOR GREATER LAWRENCE CHILDREN & FAMILIES	$5,000
UNITED TEEN EQUALITY CENTER UTEC
PO BOX 7066	LOWELL	MA	01852	PC	WORKFORCE DEVELOPMENT PROGRAMMING IN LAWRENCE AND HAVERHILL	$10,000
WELLSPRING HOUSE INC
302 ESSEX AVENUE	GLOUCESTER	MA	01930	PC	CAREER PATHWAYS PROGRAM EXPANSION AT GLOUCESTER HIGH SCHOOL	$15,000
WINDRUSH FARM THERAPEUTIC EQUITATION INC
479 LACY STREET	NORTH ANDOVER	MA	01845	PC	THERAPEUTIC RIDING AND HORSE-RELATED ACTIVITIES	$10,000
YMCA OF THE NORTH SHORE
200 CUMMINGS CENTER SUITE 173D	BEVERLY	MA	01915	PC	MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT SERVICES	$7,500
YOUTH DEVELOPMENT ORGANIZATION INC
15 UNION ST SUITE 500	LAWRENCE	MA	01840	PC	STEM OPPORTUNITY PIPELINE	$5,000
YWCA NORTHEASTERN MASS
38 LAWRENCE STREET	LAWRENCE	MA	01840	PC	WOMEN'S HEALTH SERVICES	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,186,417	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$34	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$345,633	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$659,374	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,005,041	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,005,041	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$13,001	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$13,001	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUND	FMV	$17,474,422	$17,474,422
AETOS	FMV	$2,207,548	$2,207,548
DRAKE	FMV	$2,225,353	$2,225,353

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS OFFICE EXPENSE	$380	$0	$380
PROPERTY MAINTENANCE EXPENSE	$1,485	$0	$1,485

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$1,993,209	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES	$14,184	$0	$14,184
INVESTMENT EXPENSES	$45,007	$45,007	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXTENSION PAYMENT	CategoryTxt
Amt	$15,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments