ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-20
- IRS object ID
- 202142939349100604
- Schema version
- 2020v4.1
- 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
- General Explanation Attachment
- 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 | 2021-10-20T08:46:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-18 | 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 | 2021-09-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $23,510,223 | 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 | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,395,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $553,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,701 | 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 | $9,649 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,649 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,294 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,724 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,570 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,040,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,040,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,107,343 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$553,642 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $508,977 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,714 | CashBOYAmt |
| Cash EOY | $24,178 | CashEOYAmt |
| Cash EOYFMV | $24,178 | CashEOYFMVAmt |
| Acct Rcvbl | $400,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $400,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $400,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $22,252,096 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,086,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,086,045 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,318,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,510,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,510,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,318,810 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,510,223 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,318,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,510,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,318,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,510,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,318,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$553,642 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,745,055 | OtherIncreasesAmt |
| Subtotal | $23,510,223 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,510,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,995,212 | $1,874,708 | $120,504 | $120,504 | |||
| DRAKE II | $400,000 | $219,190 | $180,810 | $180,810 | P | 2012-01-01 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301,314 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,598 | 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 | $11,598 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,523 | OverpaymentAmt |
| Applied To ES Tax | $4,523 | 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 | $16,602,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,562,879 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,274,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,274,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,955,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,047,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,047,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,075 | TotalTaxAmt |
| Distributable Before Adj | $1,040,677 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,040,677 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,040,677 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,062,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,040,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $557,204 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $557,204 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $505,415 | 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 | $535,262 | 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 (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AARON'S PRESENTS | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | ENGAGING LAWRENCE YOUTH IN HEALING THEIR COMMUNITIES AMID COVID-19 CRISIS | $10,000 | |
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | PC | MAINTAINING CARE AND SUPPORT SERVICES THROUGHOUT THE COVID-19 PANDEMIC | $5,000 | |
| AMERICAN INDEPENDENCE MUSEUM | |||||||
| ONE GOVERNORS LANE | EXETER | NH | 03833 | PC | DIGITAL TRAVELING TRUNK EXPANSION FOR OLDER ADULTS | $1,000 | |
| ANDOVER COMMITTEE FOR A BETTER CHANCE | |||||||
| PO BOX 212 134 MAIN STREET | ANDOVER | MA | 01810 | PC | A BETTER CHANCE OF ANDOVER | $5,000 | |
| ANDOVER COMMUNITY TRUST | |||||||
| 2 DUNDEE PARK SUITE B02A | ANDOVER | MA | 01810 | PC | UNRESTRICTED SUPPORT | $5,000 | |
| ANNA JAQUES COMMUNITY HEALTH FOUNDATION | |||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | SO-1 | CARDIAC CATHETERIZATION AND INTERVENTIONAL RADIOLOGY SUITE (YEAR 2 OF 2) | $25,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | CHARLESTOWN | MA | 02129 | PC | OLIE-LAWRENCE | $5,000 | |
| BLESSED STEPHEN BELLESINI OSA ACADEMY | |||||||
| 94 BRADFORD ST | LAWRENCE | MA | 01840 | PC | STUDENT SPONSORSHIP PROGRAM | $20,000 | |
| BOYS & GIRLS CLUB OF LAWRENCE | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | UNRESTRICTED SUPPORT | $10,000 | |
| BRADFORD CHRISTIAN ACADEMY | |||||||
| 97 OXFORD AVENUE | HAVERHILL | MA | 01835 | PC | TUITION ASSISTANCE PROGRAM | $5,000 | |
| BREAD AND ROSES | |||||||
| 58 NEWBURY ST | LAWRENCE | MA | 01840 | PC | COVID RESPONSE - UNRESTRICTED SUPPORT | $25,000 | |
| BUDGET BUDDIES INC | |||||||
| 114 TURNPIKE ROAD 2D | CHELMSFORD | MA | 01824 | PC | VIRTUAL FINANCIAL EDUCATION AND EMPOWERMENT PROGRAMS | $5,000 | |
| CARE DIMENSIONS INC | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | PC | RAPID TELE-MEDICAL SCALE UP | $15,000 | |
| CATHOLIC CHARITIES NH | |||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 031095324 | PC | HUNGER RELIEF SOUTHEASTERN NH | $5,000 | |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PC | UNRESTRICTED SUPPORT | $15,000 | |
| CHILDREN'S CENTER FOR COMMUNICATION BEVERLY SCHOOL FOR THE DEAF | |||||||
| 6 ECHO AVENUE | BEVERLY | MA | 019152417 | PC | TECHNOLOGY LOANER PROGRAM FOR REMOTE LEARNING | $6,000 | |
| COMMUNITIES TOGETHER INC | |||||||
| 60 ISLAND STREET SUITE 214 EAST PO | LAWRENCE | MA | 01842 | PC | UNRESTRICTED SUPPORT | $2,500 | BOX 428 |
| COMMUNITY CAREGIVERS OF GREATER DERRY | |||||||
| 6 WEST BROADWAY UNIT 6 | DERRY | NH | 03038 | PC | UNRESTRICTED SUPPORT | $2,500 | |
| COMMUNITY GIVING TREE | |||||||
| 572B MAIN STREET | BOXFORD | MA | 01921 | PC | COMMUNITY PARTNERSHIPS IN LAWRENCE AND THE MERRIMACK VALLEY | $1,500 | |
| COMMUNITY INROADS | |||||||
| 190 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | PC | OPERATIONAL SUPPORT | $2,500 | |
| ELEVATED THOUGHT | |||||||
| 15 UNION STREET SUITE 120 EVERETT | LAWRENCE | MA | 01840 | PC | UNRESTRICTED SUPPORT | $5,000 | MILL |
| ENDICOTT COLLEGE | |||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | PC | SUPPORT FOR SINGLE PARENT STUDENTS IN HIGHER EDUCATION | $15,000 | |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | PC | COVID RESPONSE - UNRESTRICTED SUPPORT | $5,000 | |
| ESSEX ART CENTER | |||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED SUPPORT | $10,000 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER ST SUITE 101 | DANVERS | MA | 01923 | PC | COVID RESPONSE - UNRESTRICTED SUPPORT | $15,000 | |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | PC | YOUTH DEVELOPMENT PROGRAM | $7,500 | |
| GREATER LAWRENCE COMM BOATING PROG INC | |||||||
| P O BOX 955 1 EATON STREET | LAWRENCE | MA | 01843 | PC | UNRESTRICTED SUPPORT | $15,000 | |
| GREATER LAWRENCE FAMILY HEALTH CTR INC | |||||||
| 34 HAVERHILL STREET | LAWRENCE | MA | 01841 | PC | COVID RESPONSE - UNRESTRICTED SUPPORT | $25,000 | |
| GREATER LAWRENCE TECHNICAL SCHOOL | |||||||
| 57 RIVER ROAD | ANDOVER | MA | 01810 | PC | ATHLETIC FACILITY RENOVATION (YEAR 3 OF 4) | $25,000 | |
| GROUNDWORK LAWRENCE | |||||||
| 50 ISLAND STREET SUITE 101 ENTRANCE | LAWRENCE | MA | 01840 | PC | YOUTH EDUCATION: PATHWAYS TO FUTURE SUCCESS | $5,000 | B |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS STREET SUITE 204 | SALEM | MA | 01970 | PC | UNRESTRICTED SUPPORT | $15,000 | |
| HENRY C NEVINS HOME INC | |||||||
| 10 INGALLS COURT | METHUEN | MA | 01844 | PC | COMMITMENT TO COMFORT INITIATIVE | $7,500 | |
| 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 | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | PC | NORTHEAST PLAYSPACE PROGRAM | $5,000 | |
| IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER | |||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED SUPPORT | $2,500 | |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | UNRESTRICTED SUPPORT | $15,000 | |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | ANTI-EXPLOITATION SURVIVOR LEADERSHIP INITIATIVE | $10,000 | |
| LAHEY CLINIC FOUNDATION INC | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | PC | LAHEY HOSPITAL & MEDICAL CENTER GREATEST NEEDS FUND | $50,000 | |
| LAHEY HOSPITAL & MEDICAL CENTER | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | PC | COVID RESPONSE - UNRESTRICTED SUPPORT | $50,000 | |
| LAWRENCE COMMUNITYWORKS INC | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | UNRESTRICTED SUPPORT | $2,500 | |
| LAWRENCE GENERAL HOSPITAL | |||||||
| 1 GENERAL STREET | LAWRENCE | MA | 01842 | PC | ANGIOSCREEN OUTREACH PROGRAM (YEAR 2 OF 2) | $50,000 | |
| LAWRENCE GENERAL HOSPITAL | |||||||
| 1 GENERAL STREET | LAWRENCE | MA | 01842 | PC | COVID RESPONSE - UNRESTRICTED SUPPORT | $100,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | PC | OPENING DOORS OUT OF POVERTY THROUGH FOOD AND HOUSING | $20,000 | |
| LET'S GET READY | |||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | PC | UNRESTRICTED SUPPORT | $2,000 | |
| MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL STREET MAIL STOP 126 | BELMONT | MA | 02478 | PC | BRENT FORESTER RESEARCH PROGRAM (YEAR 2 OF 2) | $150,000 | |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | PIONEER SCHOLARS PROGRAM | $10,000 | |
| MERRIMACK VALLEY FOOD BANK | |||||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | PC | UNRESTRICTED SUPPORT | $5,000 | |
| MERRIMACK VALLEY HABITAT FOR HUMANITY | |||||||
| 60 ISLAND STREET 2ND FLOOR EAST | LAWRENCE | MA | 01840 | PC | UNRESTRICTED SUPPORT | $10,000 | |
| MERRIMACK VALLEY IMMIGRANT & ED CENTER | |||||||
| 439 S UNION STREET | LAWRENCE | MA | 01843 | PC | MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER | $10,000 | |
| MERRIMACK VALLEY YMCA | |||||||
| 360 MERRIMACK STREET ENTRANCE K | LAWRENCE | MA | 01843 | PC | UNRESTRICTED SUPPORT | $5,000 | SUITE 270 |
| MERRIMACK VALLEY YMCA | |||||||
| 360 MERRIMACK STREET ENTRANCE K | LAWRENCE | MA | 01843 | PC | HERE FOR GOOD CAMPAIGN (YEAR 2 OF 3) | $50,000 | SUITE 270 |
| NORTH ANDOVER HISTORICAL SOCIETY | |||||||
| 153 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | PC | UNRESTRICTED SUPPORT | $1,200 | |
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | PC | SUPPORTING NOTRE DAME CRISTO REY'S CORPORATE WORK STUDY PROGRAM DURING COVID-19 | $10,000 | |
| NOTRE DAME EDUCATION CENTER-LAWRENCE | |||||||
| 354 MERRIMACK STREET SUITE 210 | LAWRENCE | MA | 018431755 | PC | UNRESTRICTED SUPPORT | $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 | UNRESTRICTED SUPPORT | $5,000 | |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | PC | UNRESTRICTED SUPPORT | $7,500 | |
| PROFESSIONAL CENTER FOR CHILD DEVELOPMENT | |||||||
| 32 OSGOOD STREET | ANDOVER | MA | 01810 | PC | UNRESTRICTED SUPPORT | $2,500 | |
| PROJECT HOME AGAIN | |||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | PC | GOOD NIGHTS SLEEP, BED BUNDLE, AND A PLACE AT THE TABLE PROGRAMS | $7,500 | |
| SALEM STATE UNIVERSITY FOUNDATION INC | |||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | PC | LAWRENCE UPWARD BOUND PROGRAM IN THE AGE OF COVID-19 | $17,500 | |
| SOMEBODY CARES NEW ENGLAND | |||||||
| 358 WASHINGTON ST | HAVERHILL | MA | 01832 | PC | UNRESTRICTED SUPPORT | $1,500 | |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVE | ROXBURY CROSSING | MA | 02120 | PC | UNRESTRICTED SUPPORT | $15,000 | |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | PC | PARTNERSHIP WITH BELLESINI ACADEMY (YEAR 3 OF 4) | $25,000 | |
| STRONGWATER FARM THERAPEUTIC | |||||||
| 500 LIVINGSTON STREET BOX 754 | TEWKSBURY | MA | 01876 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TEACH FOR AMERICA MASSACHUSETTS | |||||||
| PO BOX 117 | MALDEN | MA | 02148 | PC | UNRESTRICTED SUPPORT | $7,500 | |
| THE OPEN DOOR | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PC | OPERATING DURING COVID-19 RESPONSE AND RECOVERY | $10,000 | |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | PC | UNRESTRICTED SUPPORT | $5,000 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | PC | UNRESTRICTED SUPPORT | $10,000 | |
| YMCA OF THE NORTH SHORE | |||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | PC | FOR SALEM YMCA - COVID RESPONSE UNRESTRICTED SUPPORT | $5,000 | |
| YMCA OF THE NORTH SHORE | |||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | PC | SALEM AND HAVERHILL YMCA SCHOOL SUPPORT PROGRAMS | $10,000 | |
| YOUTH DEVELOPMENT ORGANIZATION INC | |||||||
| 15 UNION ST SUITE 563 | LAWRENCE | MA | 01840 | PC | YDO'S STEM OPPORTUNITY PIPELINE | $2,500 | |
| YWCA NORTHEASTERN MASS | |||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | PC | WOMEN'S HEALTH SERVICES | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,040,700 | 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 | $51 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $553,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,701 | 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 | $4,899 | $0 | $4,899 |
| TAX PREPARATION | $4,750 | $0 | $4,750 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD OF ACQUISITION | IdentifierTxt |
| Form And Line Reference | FORM 5471, SCHEDULE O, PART II, SECTION C: | FormAndLineReferenceDesc |
| Medium Explanation | THE ROGERS FAMILY FOUNDATION'S INTEREST IN THE DRAKE FUND INCREASED TO OVER 10% IN 2020 DUE TO CAPITAL ACTIVITIES OF OTHER PARTNERS. THEY DID NOT ACQUIRE NEW INTEREST IN THE DRAKE FUND. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | FMV | $18,619,090 | $18,619,090 |
| AETOS | FMV | $2,241,423 | $2,241,423 |
| DRAKE | FMV | $2,225,532 | $2,225,532 |
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 | $255 | $0 | $255 |
| PROPERTY MAINTENANCE EXPENSE | $1,320 | $0 | $1,320 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,745,055 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $10,570 | $0 | $10,570 |
| INVESTMENT EXPENSES | $44,724 | $44,724 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
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