2021-10-20T08:46:44-05:00 2020-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2020-01-01 046063152 ROGERS FAMILY FOUNDATION C/O GMA FOUNDATIONS INC ROGE 6174267080 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 AMY ROGERS DITTRICH TRUSTEE, PART-TIME 9784656100 2021-10-18 1 AMY ROGERS DITTRICH XXX-XX-XXXX THOMAS WASHBURN CPA P00537319 5083669100 2021-09-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 23510223 X X 51 51 252336 252336 301314 2395212 301314 553701 553701 0 0 0 9649 0 9649 55294 44724 10570 125 0 125 1575 0 1575 66643 44724 21919 1040700 1040700 1107343 44724 1062619 -553642 508977 66714 24178 24178 400000 400000 400000 22252096 23086045 23086045 22318810 23510223 23510223 0 0 X 22318810 23510223 22318810 23510223 22318810 23510223 22318810 -553642 1745055 23510223 0 23510223 PUBLICLY TRADED SECURITIES 1995212 1874708 120504 120504 DRAKE II P 2012-01-01 2020-12-31 400000 219190 180810 180810 301314 7075 0 7075 0 7075 11598 0 0 0 11598 0 4523 4523 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.ROGERSFAMILYFOUNDATION.COM GMA FOUNDATIONS 6174267080 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 16602904 108377 4562879 21274160 0 0 21274160 319112 20955048 1047752 1047752 7075 7075 1040677 0 1040677 0 1040677 1062619 0 1062619 0 1062619 1040677 557204 0 0 1062619 557204 0 0 505415 0 0 0 0 0 0 0 0 535262 0 0 0 GMA FOUNDATIONS INC 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 6174267080 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. N/A 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. AARON'S PRESENTS 180 MAIN STREET ANDOVER MA 01810 PC ENGAGING LAWRENCE YOUTH IN HEALING THEIR COMMUNITIES AMID COVID-19 CRISIS 10000 ALZHEIMER'S ASSOCIATION MANH CHAPTER 309 WAVERLEY OAKS ROAD WALTHAM MA 02452 PC MAINTAINING CARE AND SUPPORT SERVICES THROUGHOUT THE COVID-19 PANDEMIC 5000 AMERICAN INDEPENDENCE MUSEUM ONE GOVERNORS LANE EXETER NH 03833 PC DIGITAL TRAVELING TRUNK EXPANSION FOR OLDER ADULTS 1000 ANDOVER COMMITTEE FOR A BETTER CHANCE PO BOX 212 134 MAIN STREET ANDOVER MA 01810 PC A BETTER CHANCE OF ANDOVER 5000 ANDOVER COMMUNITY TRUST 2 DUNDEE PARK SUITE B02A ANDOVER MA 01810 PC UNRESTRICTED SUPPORT 5000 ANNA JAQUES COMMUNITY HEALTH FOUNDATION 25 HIGHLAND AVE NEWBURYPORT MA 01950 SO-1 CARDIAC CATHETERIZATION AND INTERVENTIONAL RADIOLOGY SUITE (YEAR 2 OF 2) 25000 APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE CHARLESTOWN MA 02129 PC OLIE-LAWRENCE 5000 BLESSED STEPHEN BELLESINI OSA ACADEMY 94 BRADFORD ST LAWRENCE MA 01840 PC STUDENT SPONSORSHIP PROGRAM 20000 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01841 PC UNRESTRICTED SUPPORT 10000 BRADFORD CHRISTIAN ACADEMY 97 OXFORD AVENUE HAVERHILL MA 01835 PC TUITION ASSISTANCE PROGRAM 5000 BREAD AND ROSES 58 NEWBURY ST LAWRENCE MA 01840 PC COVID RESPONSE - UNRESTRICTED SUPPORT 25000 BUDGET BUDDIES INC 114 TURNPIKE ROAD 2D CHELMSFORD MA 01824 PC VIRTUAL FINANCIAL EDUCATION AND EMPOWERMENT PROGRAMS 5000 CARE DIMENSIONS INC 75 SYLVAN STREET SUITE B-102 DANVERS MA 01923 PC RAPID TELE-MEDICAL SCALE UP 15000 CATHOLIC CHARITIES NH 100 WILLIAM LOEB DRIVE UNIT 3 MANCHESTER NH 031095324 PC HUNGER RELIEF SOUTHEASTERN NH 5000 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 PC UNRESTRICTED SUPPORT 15000 CHILDREN'S CENTER FOR COMMUNICATION BEVERLY SCHOOL FOR THE DEAF 6 ECHO AVENUE BEVERLY MA 019152417 PC TECHNOLOGY LOANER PROGRAM FOR REMOTE LEARNING 6000 COMMUNITIES TOGETHER INC 60 ISLAND STREET SUITE 214 EAST PO BOX 428 LAWRENCE MA 01842 PC UNRESTRICTED SUPPORT 2500 COMMUNITY CAREGIVERS OF GREATER DERRY 6 WEST BROADWAY UNIT 6 DERRY NH 03038 PC UNRESTRICTED SUPPORT 2500 COMMUNITY GIVING TREE 572B MAIN STREET BOXFORD MA 01921 PC COMMUNITY PARTNERSHIPS IN LAWRENCE AND THE MERRIMACK VALLEY 1500 COMMUNITY INROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 PC OPERATIONAL SUPPORT 2500 ELEVATED THOUGHT 15 UNION STREET SUITE 120 EVERETT MILL LAWRENCE MA 01840 PC UNRESTRICTED SUPPORT 5000 ENDICOTT COLLEGE 376 HALE STREET BEVERLY MA 01915 PC SUPPORT FOR SINGLE PARENT STUDENTS IN HIGHER EDUCATION 15000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 PC COVID RESPONSE - UNRESTRICTED SUPPORT 5000 ESSEX ART CENTER 56 ISLAND STREET LAWRENCE MA 01840 PC UNRESTRICTED SUPPORT 10000 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER ST SUITE 101 DANVERS MA 01923 PC COVID RESPONSE - UNRESTRICTED SUPPORT 15000 FAMILY SERVICES OF THE MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE MA 01840 PC YOUTH DEVELOPMENT PROGRAM 7500 GREATER LAWRENCE COMM BOATING PROG INC P O BOX 955 1 EATON STREET LAWRENCE MA 01843 PC UNRESTRICTED SUPPORT 15000 GREATER LAWRENCE FAMILY HEALTH CTR INC 34 HAVERHILL STREET LAWRENCE MA 01841 PC COVID RESPONSE - UNRESTRICTED SUPPORT 25000 GREATER LAWRENCE TECHNICAL SCHOOL 57 RIVER ROAD ANDOVER MA 01810 PC ATHLETIC FACILITY RENOVATION (YEAR 3 OF 4) 25000 GROUNDWORK LAWRENCE 50 ISLAND STREET SUITE 101 ENTRANCE B LAWRENCE MA 01840 PC YOUTH EDUCATION: PATHWAYS TO FUTURE SUCCESS 5000 HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS STREET SUITE 204 SALEM MA 01970 PC UNRESTRICTED SUPPORT 15000 HENRY C NEVINS HOME INC 10 INGALLS COURT METHUEN MA 01844 PC COMMITMENT TO COMFORT INITIATIVE 7500 HOME HEALTH VNA FBO MERRIMACK VALLEY HOSPICE 360 MERRIMACK STREET BLDG 9 LAWRENCE MA 01843 PC END OF LIFE CARE FOR ALL 10000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 PC NORTHEAST PLAYSPACE PROGRAM 5000 IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 PC UNRESTRICTED SUPPORT 2500 JEANNE GEIGER CRISIS CENTER INC 2 HARRIS STREET NEWBURYPORT MA 01950 PC UNRESTRICTED SUPPORT 15000 JUSTICE RESOURCE INSTITUTE INC 160 GOULD STREET SUITE 300 NEEDHAM MA 02494 PC ANTI-EXPLOITATION SURVIVOR LEADERSHIP INITIATIVE 10000 LAHEY CLINIC FOUNDATION INC 41 MALL ROAD BURLINGTON MA 01805 PC LAHEY HOSPITAL & MEDICAL CENTER GREATEST NEEDS FUND 50000 LAHEY HOSPITAL & MEDICAL CENTER 41 MALL ROAD BURLINGTON MA 01805 PC COVID RESPONSE - UNRESTRICTED SUPPORT 50000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 PC UNRESTRICTED SUPPORT 2500 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 PC ANGIOSCREEN OUTREACH PROGRAM (YEAR 2 OF 2) 50000 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 PC COVID RESPONSE - UNRESTRICTED SUPPORT 100000 LAZARUS HOUSE INC 48 HOLY STREET PO BOX 408 LAWRENCE MA 01842 PC OPENING DOORS OUT OF POVERTY THROUGH FOOD AND HOUSING 20000 LET'S GET READY 89 SOUTH STREET SUITE 401 BOSTON MA 02111 PC UNRESTRICTED SUPPORT 2000 MCLEAN HOSPITAL CORPORATION 115 MILL STREET MAIL STOP 126 BELMONT MA 02478 PC BRENT FORESTER RESEARCH PROGRAM (YEAR 2 OF 2) 150000 MERRIMACK COLLEGE 315 TURNPIKE STREET NORTH ANDOVER MA 01845 PC PIONEER SCHOLARS PROGRAM 10000 MERRIMACK VALLEY FOOD BANK 735 BROADWAY STREET LOWELL MA 01854 PC UNRESTRICTED SUPPORT 5000 MERRIMACK VALLEY HABITAT FOR HUMANITY 60 ISLAND STREET 2ND FLOOR EAST LAWRENCE MA 01840 PC UNRESTRICTED SUPPORT 10000 MERRIMACK VALLEY IMMIGRANT & ED CENTER 439 S UNION STREET LAWRENCE MA 01843 PC MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER 10000 MERRIMACK VALLEY YMCA 360 MERRIMACK STREET ENTRANCE K SUITE 270 LAWRENCE MA 01843 PC UNRESTRICTED SUPPORT 5000 MERRIMACK VALLEY YMCA 360 MERRIMACK STREET ENTRANCE K SUITE 270 LAWRENCE MA 01843 PC HERE FOR GOOD CAMPAIGN (YEAR 2 OF 3) 50000 NORTH ANDOVER HISTORICAL SOCIETY 153 ACADEMY ROAD NORTH ANDOVER MA 01845 PC UNRESTRICTED SUPPORT 1200 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 10000 NOTRE DAME EDUCATION CENTER-LAWRENCE 354 MERRIMACK STREET SUITE 210 LAWRENCE MA 018431755 PC UNRESTRICTED SUPPORT 5000 PHILLIPS ANDOVER ACADEMY 180 MAIN STREET ANDOVER MA 01810 PC ANDOVER BREAD LOAF 2500 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 PC UNRESTRICTED SUPPORT 5000 PLUMMER YOUTH PROMISE 37 WINTER ISLAND ROAD SALEM MA 01970 PC UNRESTRICTED SUPPORT 7500 PROFESSIONAL CENTER FOR CHILD DEVELOPMENT 32 OSGOOD STREET ANDOVER MA 01810 PC UNRESTRICTED SUPPORT 2500 PROJECT HOME AGAIN PO BOX 1236 ANDOVER MA 01810 PC GOOD NIGHTS SLEEP, BED BUNDLE, AND A PLACE AT THE TABLE PROGRAMS 7500 SALEM STATE UNIVERSITY FOUNDATION INC 352 LAFAYETTE STREET SALEM MA 01970 PC LAWRENCE UPWARD BOUND PROGRAM IN THE AGE OF COVID-19 17500 SOMEBODY CARES NEW ENGLAND 358 WASHINGTON ST HAVERHILL MA 01832 PC UNRESTRICTED SUPPORT 1500 SQUASHBUSTERS INC 795 COLUMBUS AVE ROXBURY CROSSING MA 02120 PC UNRESTRICTED SUPPORT 15000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS MA 01923 PC PARTNERSHIP WITH BELLESINI ACADEMY (YEAR 3 OF 4) 25000 STRONGWATER FARM THERAPEUTIC 500 LIVINGSTON STREET BOX 754 TEWKSBURY MA 01876 PC GENERAL OPERATING SUPPORT 5000 TEACH FOR AMERICA MASSACHUSETTS PO BOX 117 MALDEN MA 02148 PC UNRESTRICTED SUPPORT 7500 THE OPEN DOOR 28 EMERSON AVENUE GLOUCESTER MA 01930 PC OPERATING DURING COVID-19 RESPONSE AND RECOVERY 10000 WELLSPRING HOUSE INC 302 ESSEX AVENUE GLOUCESTER MA 01930 PC UNRESTRICTED SUPPORT 5000 WINDRUSH FARM THERAPEUTIC EQUITATION INC 479 LACY STREET NORTH ANDOVER MA 01845 PC UNRESTRICTED SUPPORT 10000 YMCA OF THE NORTH SHORE 245 CABOT STREET BEVERLY MA 01915 PC FOR SALEM YMCA - COVID RESPONSE UNRESTRICTED SUPPORT 5000 YMCA OF THE NORTH SHORE 245 CABOT STREET BEVERLY MA 01915 PC SALEM AND HAVERHILL YMCA SCHOOL SUPPORT PROGRAMS 10000 YOUTH DEVELOPMENT ORGANIZATION INC 15 UNION ST SUITE 563 LAWRENCE MA 01840 PC YDO'S STEM OPPORTUNITY PIPELINE 2500 YWCA NORTHEASTERN MASS 38 LAWRENCE STREET LAWRENCE MA 01840 PC WOMEN'S HEALTH SERVICES 7500 1040700 0 14 51 14 252336 14 301314 0 553701 0 553701 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4899 0 4899 TAX PREPARATION 4750 0 4750 METHOD OF ACQUISITION FORM 5471, SCHEDULE O, PART II, SECTION C: 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. MUTUAL FUND FMV 18619090 18619090 AETOS FMV 2241423 2241423 DRAKE FMV 2225532 2225532 MISCELLANEOUS OFFICE EXPENSE 255 0 255 PROPERTY MAINTENANCE EXPENSE 1320 0 1320 UNREALIZED GAIN 1745055 ADMINISTRATIVE FEES 10570 0 10570 INVESTMENT EXPENSES 44724 44724 0 FILING FEES 125 0 125