ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-19
- IRS object ID
- 202242929349100304
- Schema version
- 2021v4.2
- 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 | 2022-10-19T09:31:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | ROGERS DITTRICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS WASHBURN CPA | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2022-10-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,026,587 | 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 | $67 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $342,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $342,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,455,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,447,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,455,386 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,797,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,797,547 | 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 | $13,197 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,197 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,650 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,380 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $127 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,106,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,106,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,207,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,134,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $589,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,723,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,178 | CashBOYAmt |
| Cash EOY | $77,626 | CashEOYAmt |
| Cash EOYFMV | $77,626 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $400,000 | AcctRcvblBOYAmt |
| Other Investments BOY | $23,086,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,948,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,948,961 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,510,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,026,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,026,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,510,223 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,026,587 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,510,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,026,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,510,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,026,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,510,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $589,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $926,675 | OtherIncreasesAmt |
| Subtotal | $25,026,587 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,026,587 | 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 | $2,447,158 | GrossSalesPriceAmt |
| Cost Or Other Basis | $991,772 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,455,386 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,455,386 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,455,386 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,523 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,623 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $85 | EsPenaltyAmt |
| Overpayment | $12,576 | OverpaymentAmt |
| Applied To ES Tax | $12,576 | 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 | $19,826,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,838,835 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,850,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,850,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $372,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,477,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,223,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,223,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,962 | TotalTaxAmt |
| Distributable Before Adj | $1,199,938 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,199,938 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,199,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,134,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,134,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,199,938 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $535,262 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,134,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $535,262 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $598,946 | 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 | $600,992 | 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 (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GREATER LAWRENCE TECHNICAL SCHOOL | |||||||
| 57 RIVER ROAD | ANDOVER | MA | 01810 | GOV | ATHLETIC FACILITY RENOVATION (YEAR 4 OF 4) | $25,000 | |
| AARON'S PRESENTS | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | HELPING LAWRENCE YOUTH HEAL THROUGH CONTRIBUTING | $15,000 | |
| ANDOVER COMMUNITY TRUST | |||||||
| 2 DUNDEE PARK SUITE B02A | ANDOVER | MA | 01810 | PC | BUILDING AFFORDABLE HOUSING AND TRAINING STUDENT TRADESPEOPLE IN ANDOVER | $15,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PC | EDUCATORS OUTDOORS - LAWRENCE | $7,500 | |
| BLESSED STEPHEN BELLESINI OSA ACADEMY | |||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | PC | STUDENT SPONSORSHIP PROGRAM | $20,000 | |
| BOYS & GIRLS CLUB OF GREATER SALEM | |||||||
| 3 GEREMONTY DR | SALEM | NH | 03079 | PC | NECESSARY OUTDOOR ACTIVITIES FOR SALEM YOUTH | $6,400 | |
| BOYS & GIRLS CLUB OF LAWRENCE | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | ARTS FOR ALL | $7,500 | |
| BRADFORD CHRISTIAN ACADEMY | |||||||
| 97 OXFORD AVENUE | HAVERHILL | MA | 01835 | PC | TUITION ASSISTANCE PROGRAM FOR A LAWRENCE STUDENT | $6,000 | |
| BREAD & ROSES HOUSING | |||||||
| 15 UNION STREET SUITE 401 | LAWRENCE | MA | 01840 | PC | STABILIZING FAMILIES THROUGH AFFORDABLE HOMEOWNERSHIP | $20,000 | |
| BREAD AND ROSES | |||||||
| 58 NEWBURY ST | LAWRENCE | MA | 01840 | PC | FOOD AID FOR LAWRENCE DURING COVID-19 | $15,000 | |
| BUDGET BUDDIES INC | |||||||
| 6 LIBERTY SQUARE 2697 | BOSTON | MA | 02109 | PC | EXPANSION OF VIRTUAL FINANCIAL EMPOWERMENT PROGRAM FOR WOMEN | $5,000 | |
| CARE DIMENSIONS INC | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | PC | BUILDING THE FUTURE STANDARD OF COMPASSIONATE CARE | $15,000 | |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PC | THE MONTAGNE SCHOLARS | $18,000 | |
| CHILDREN'S CENTER FOR COMMUNICATION | |||||||
| 6 ECHO AVENUE | BEVERLY | MA | 01915 | PC | AAC TECHNOLOGY FOR LEARNING | $5,200 | |
| COMMUNITY CAREGIVERS OF GREATER DERRY | |||||||
| 6 WEST BROADWAY UNIT 6 | DERRY | NH | 03038 | PC | VOLUNTEER CAREGIVING PROGRAM EXPANSION | $2,500 | |
| COMMUNITY GIVING TREE | |||||||
| 572B MAIN STREET | BOXFORD | MA | 01921 | PC | COMMUNITY GIVING TREE GENERAL OPERATIONS | $2,500 | |
| COMMUNITY INROADS | |||||||
| 190 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CREATIVE HAVERHILL | |||||||
| PO BOX 205 | HAVERHILL | MA | 01831 | PC | COGSWELL ARTSPACE | $15,000 | |
| DISCOVERING JUSTICE | |||||||
| MOAKLEY US COURTHOUSE ONE COURTHOUS | BOSTON | MA | 02210 | PC | MOCK TRIAL AND MOCK APPEAL IN LAWRENCE AND DANVERS | $5,000 | WAY SUITE 3120 |
| DRAVET SYNDROME FOUNDATION | |||||||
| PO BOX 3026 | CHERRY HILL | NJ | 08034 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ELEVATED THOUGHT | |||||||
| 15 UNION STREET SUITE 120 EVERETT | LAWRENCE | MA | 01840 | PC | I AM ART. I AM CHANGE. APPRENTICESHIP | $10,000 | MILL |
| ENDICOTT COLLEGE | |||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | PC | SINGLE PARENT PROGRAMMING AT ENDICOTT COLLEGE | $15,000 | |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | PC | ESPERANZA GRADUATE SUPPORT PROGRAM | $10,000 | |
| ESSEX ART CENTER | |||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | PC | ESSEX ART CENTER PROGRAMS | $10,000 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER ST SUITE 101 | DANVERS | MA | 01923 | PC | ADVANCING DIGITAL EQUITY IN ESSEX COUNTY | $2,000 | |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | PC | YOUTH MENTORING | $10,000 | |
| FRANCIS OUIMET SCHOLARSHIP FUND | |||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | PC | GENERAL OPERATING SUPPORT | $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 | STEM EDUCATION PROGRAMING FOR NEW MARITIME SCIENCE EDUCATION CENTER | $2,500 | |
| GREATER LAWRENCE COMM BOATING PROG INC | |||||||
| P O BOX 955 1 EATON STREET | LAWRENCE | MA | 01843 | PC | YOUTH PROGRAMMING AT GREATER LAWRENCE COMMUNITY BOATING | $15,000 | |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS STREET SUITE 201 | SALEM | MA | 01970 | PC | DOMESTIC VIOLENCE SERVICES IN ESSEX COUNTY | $15,000 | |
| HENRY C NEVINS HOME INC | |||||||
| 10 INGALLS COURT | METHUEN | MA | 01844 | PC | PREPARING FOR THE FUTURE WITH COVID-19 | $10,000 | |
| HOME HEALTH VNA FBO MERRIMACK VALLEY HOSPICE | |||||||
| 360 MERRIMACK STREET BLDG 9 | LAWRENCE | MA | 01843 | PC | END-OF-LIFE CARE FOR ALL | $10,000 | |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $33,000 | |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | PC | NORTHEAST PLAYSPACE PROGRAM | $10,000 | |
| IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER | |||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | PC | THE RISING LOAVES 2021 | $2,500 | |
| 2ND ACT | |||||||
| 25 DORCHESTER AVE | BOSTON | MA | 02205 | PC | IMPROBABLE PLAYERS 2021/22 NORTHERN MA SCHOOL TOUR | $5,000 | |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | SAFE CHILDREN STRONG PARENTS PROGRAM | $15,000 | |
| JUSTICE RESOURCE INSTITUTE FBO MY LIFE MY CHOICE | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | MY LIFE MY CHOICE | $13,000 | |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | ANTI-EXPLOITATION SURVIVOR EMPOWERMENT SERVICES EXPANSION | $15,000 | |
| LAWRENCE COMMUNITYWORKS INC | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | MOVEMENT CITY YOUTH NETWORK | $5,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | PC | OPENING DOORS OUT OF POVERTY THROUGH FOOD AND SHELTER | $20,000 | |
| LEAP FOR EDUCATION INC | |||||||
| 35 CONGRESS ST SUITE 102 | SALEM | MA | 01970 | PC | COLLEGE AND CAREER SUCCESS | $2,500 | |
| MASSACHUSETTS WONDERFUND | |||||||
| 600 WASHINGTON ST 6TH FLOOR | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | PIONEER SCHOLARS PROGRAM | $10,000 | |
| MERRIMACK RIVER WATERSHED COUNCIL | |||||||
| 60 ISLAND STREET SUITE 246 | LAWRENCE | MA | 01840 | PC | PINE ISLAND YOUTH INITIATIVE (YEAR 1 OF 2) | $25,000 | |
| MERRIMACK RIVER WATERSHED COUNCIL | |||||||
| 60 ISLAND STREET SUITE 246 | LAWRENCE | MA | 01840 | PC | PINE ISLAND YOUTH INITIATIVE - 2ND AND FINAL INSTALLMENT | $25,000 | |
| MERRIMACK VALLEY FOOD BANK | |||||||
| PO BOX 8638 | LOWELL | MA | 01853 | PC | FOOD DISTRIBUTION PROGRAM | $10,000 | |
| MERRIMACK VALLEY IMMIGRANT & ED CENTER | |||||||
| 439 S UNION ST BLDG 2 | LAWRENCE | MA | 01843 | PC | MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER | $15,000 | |
| MERRIMACK VALLEY YMCA | |||||||
| 360 MERRIMACK STREET ENTRANCE K | LAWRENCE | MA | 01843 | PC | ADELANTE EDUCATION CENTER AND TEEN ACHIEVERS AT THE LAWRENCE YMCA | $7,500 | SUITE 270 |
| MERRIMACK VALLEY YMCA | |||||||
| 360 MERRIMACK STREET ENTRANCE K | LAWRENCE | MA | 01843 | PC | HERE FOR GOOD: STRATEGIC EXPANSION & RENOVATION OF THE LAWRENCE YMCA (YEAR 3 OF 3) | $50,000 | SUITE 270 |
| MY BROTHER'S TABLE INC | |||||||
| 98 WILLOW STREET | LYNN | MA | 01901 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NORTH ANDOVER HISTORICAL SOCIETY | |||||||
| 800 MASSACHUSETTS AVE | NORTH ANDOVER | MA | 01845 | PC | EDUCATIONAL PROGRAM SUPPORT | $1,200 | |
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | PC | CORPORATE WORK STUDY PROGRAM | $10,000 | |
| OPERATION DELTA DOG | |||||||
| 321 BILLERICA RD SUITE 100 | CHELMSFORD | MA | 01824 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| OUR NEIGHBOR'S TABLE | |||||||
| PO BOX 592 145 MAIN ST | AMESBURY | MA | 01913 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | PC | 2022 ANNUAL 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 AT PINGREE SCHOOL | $7,500 | |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | PC | PERMANENCY: CONNECTING FOSTER CHILDREN & TEENS TO PERMANENT FAMILIES | $10,000 | |
| PROFESSIONAL CENTER FOR CHILD DEVELOPMENT | |||||||
| 32 OSGOOD STREET | ANDOVER | MA | 01810 | PC | PCCD DEVELOPMENTAL DAY SCHOOL CLASSROOM UPGRADES | $7,500 | |
| PROJECT BREAD | |||||||
| 145 BORDER ST | EAST BOSTON | MA | 02128 | PC | PROJECT BREAD'S COMMUNITY PARTNERSHIPS | $5,000 | |
| PROJECT HOME AGAIN | |||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | PC | HOUSEHOLD GOODS DISTRIBUTION PROGRAM | $7,500 | |
| SALEM ATHENAEUM | |||||||
| 337 ESSEX STREET | SALEM | MA | 01970 | PC | RENOVATING THE SALEM ATHENAEUMS BACK PORCH & GARDEN | $2,500 | |
| SALEM STATE UNIVERSITY FOUNDATION INC | |||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | PC | FOR LAWRENCE UPWARD BOUND PROGRAMMING COSTS | $21,000 | |
| SEACOAST ALLIANCE FOR EMANCIPATION | |||||||
| PO BOX 92 | SEABROOK | NH | 03874 | PC | GENERAL OPERATING SUPPORT | $13,000 | |
| 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 | PANDEMIC PROGRAMMING: COLLEGE, CHARACTER, AND HEALTH IN THE AGE OF COVID | $15,000 | |
| STRONGWATER FARM THERAPEUTIC | |||||||
| 500 LIVINGSTON STREET BOX 754 | TEWKSBURY | MA | 01876 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| STURGIS LIBRARY | |||||||
| PO BOX 606 | BARNSTABLE | MA | 02129 | PC | JEAN AND HARRY HILTON MEMORIAL GARDEN | $10,000 | |
| TEACH FOR AMERICA MASSACHUSETTS | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | REFUELING AND MOBILIZING OUR TALENT TO REIGNITE OUR MOMENTUM IN LAWRENCE | $10,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY NEW ENGLAND REGION | |||||||
| PO BOX 22470 | NEW YORK | NY | 10087 | PC | TRAVEL SUPPORT COMPONENT OF PATIENT FINANCIAL ASSISTANCE | $10,000 | |
| THE OPEN DOOR | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PC | HEALTHY FOOD FOR CHILDREN AND FAMILIES | $10,000 | |
| THE SALEM MISSION DBA LIFEBRIDGE | |||||||
| 56 MARGIN STREET | SALEM | MA | 01970 | PC | COMMUNITY MEALS PROGRAM | $10,000 | |
| TOP NOTCH SCHOLARS INC | |||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | PC | TOP NOTCH SCHOLARS LEADERSHIP AND SUCCESS ACADEMY | $10,000 | |
| UNITED TEEN EQUALITY CENTER UTEC | |||||||
| PO BOX 7066 | LOWELL | MA | 01852 | PC | UTEC PROGRAMMING IN LAWRENCE AND HAVERHILL | $5,000 | |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | PC | WELLSPRING'S CAREER AND EDUCATIONAL ADVISING PROGRAM WITHIN GLOUCESTER HIGH SCHOOL | $7,500 | |
| 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 PO | BEVERLY | MA | 01915 | PC | FOR SALEM YMCA | $10,000 | BOX 7073 |
| YOUTH DEVELOPMENT ORGANIZATION INC | |||||||
| 15 UNION ST SUITE 563 | LAWRENCE | MA | 01840 | PC | STEM OPPORTUNITY PIPELINE | $2,500 | |
| YWCA NORTHEASTERN MASS | |||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | PC | WOMEN'S HEALTH SERVICES | $13,500 | |
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | PC | COMMUNITY ENGAGEMENT IN LAWRENCE | $5,000 | |
| CATHOLIC CHARITIES NH | |||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 03109 | PC | COMMUNITY SERVICES IN SOUTHEASTERN NH | $5,000 | |
| COR UNUM MEAL CENTER | |||||||
| 118 S BROADWAY | LAWRENCE | MA | 01843 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL STREET MAIL STOP 126 | BELMONT | MA | 02478 | PC | BRENT FORESTER RESEARCH PROGRAM | $150,000 | |
| ST VINCENT DE PAUL | |||||||
| 289 LAFAYETTE ROAD | HAMPTON | NH | 03842 | PC | COMMUNITY KITCHEN, 441R LAFAYETTE ROAD, HAMPTON, NH | $10,000 | |
| THE CHURCH OF THE GOOD SHEPHERD | |||||||
| 214 MAIN ST | NASHUA | NH | 03060 | PC | TO HELP PURCHASE A HANDICAPPED VAN FOR COOPER DOUCETTE | $20,000 | |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | PC | PARTNERSHIP WITH BELLESINI ACADEMY (YEAR 4 OF 4) | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,106,300 | 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 | $67 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $342,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,455,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,797,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,797,547 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $5,897 | $0 | $5,897 |
| TAX PREPARATION | $7,300 | $0 | $7,300 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | FMV | $20,110,126 | $20,110,126 |
| AETOS | FMV | $2,354,137 | $2,354,137 |
| DRAKE | FMV | $2,484,698 | $2,484,698 |
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 | $829 | $0 | $829 |
| PROPERTY MAINTENANCE EXPENSE | $1,375 | $0 | $1,375 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $926,675 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $12,380 | $0 | $12,380 |
| INVESTMENT EXPENSES | $48,650 | $48,650 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS | $25,000 | $25,000 | $0 |
| FILING FEES | $125 | $0 | $125 |
| BUSINESS/ PROPERTY TAX | $2 | $0 | $2 |
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