ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-18
- IRS object ID
- 202502619349100905
- Schema version
- 2024v5.2
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-18T15:38:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-09-17 | 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 | CHRISTOPHER CONSOLETTI ESQ | PreparerPersonNm |
| PTIN | P02060442 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,092,006 | 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 |
| Dividends Rev And Expnss | $387,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $387,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $992,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,193,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $992,081 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,383,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,380,017 | 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 | $12,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,008 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,797 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,209,834 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,209,834 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,302,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,237,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,333,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,632 | CashBOYAmt |
| Cash EOY | $53,853 | CashEOYAmt |
| Cash EOYFMV | $53,853 | CashEOYFMVAmt |
| Other Investments BOY | $21,907,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,038,153 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,038,153 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,949,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,092,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,092,006 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,949,955 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,092,006 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,949,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,092,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,949,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,092,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,949,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,061,364 | OtherIncreasesAmt |
| Subtotal | $23,092,006 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,092,006 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,954,071 | $1,201,477 | $752,594 | $752,594 | |
| CAPITAL GAINS DIVIDENDS | $239,487 | $239,487 | $239,487 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $992,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,658 | 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 | $20,658 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $136 | EsPenaltyAmt |
| Overpayment | $1,993 | OverpaymentAmt |
| Applied To ES Tax | $1,993 | 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 | $18,031,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,955,592 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,215,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,215,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $348,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,866,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,143,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,143,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,529 | TotalTaxAmt |
| Distributable Before Adj | $1,124,817 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,124,817 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,124,817 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,237,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,237,431 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,124,817 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $339,283 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,237,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $339,283 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $898,148 | 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 | $226,669 | 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 (87 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 | SEL THEATRE PROGRAM EXPANSION | $5,000 | |
| AARON'S PRESENTS | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | PREPARING FOR GROWTH IN LAWRENCE | $25,000 | |
| ANDOVER COMMITTEE FOR A BETTER CHANCE DBA A BETTER CHANCE OF ANDOVER | |||||||
| PO BOX 212 | ANDOVER | MA | 01810 | PC | SCHOLAR ENRICHMENT ACTIVITIES & SAT PREP | $5,000 | |
| ANDOVER COMMUNITY TRUST | |||||||
| 2 DUNDEE PARK SUITE B02A | ANDOVER | MA | 01810 | PC | AFFORDABLE HOMEOWNERSHIP & STUDENT TRAINING OPPORTUNITIES | $25,000 | |
| BERKLEE COLLEGE OF MUSIC FBO CENTER FOR MUSIC THERAPY | |||||||
| 1140 BOYLSTON STREET MS-855 IA | BOSTON | MA | 02215 | PC | CENTER FOR MUSIC THERAPY - ADDRESSING ADOLESCENT MENTAL HEALTH IN LAWRENCE | $5,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 529 MAIN STREET SUITE 400 | CHARLESTOWN | MA | 02129 | PC | DR. SCOTT A. SHAINKER RESEARCH SUPPORT | $50,000 | |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | |||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | PC | ADULT EDUCATION PROGRAMMING | $5,000 | |
| BEYOND SOCCER | |||||||
| 280 MERRIMACK STREET SUITE 311 | LAWRENCE | MA | 01843 | PC | PROGRAMMING FOR LAWRENCE YOUTH | $20,000 | |
| BOYS & GIRLS CLUB OF GREATER SALEM - NH | |||||||
| 3 GEREMONTY DRIVE | SALEM | NH | 03079 | PC | PEE-WEE HEALTH & WELLNESS PROGRAM | $7,500 | |
| BOYS AND GIRLS CLUB OF LAWRENCE | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | ARTS FOR ALL PROGRAM | $12,000 | |
| BRADFORD CHRISTIAN ACADEMY | |||||||
| 97 OXFORD AVENUE | HAVERHILL | MA | 01835 | PC | TUITION ASSISTANCE PROGRAM | $10,000 | |
| CARE DIMENSIONS | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | PC | BUILDING AND SUSTAINING THE FUTURE STANDARD OF SERIOUS ILLNESS CARE | $15,000 | |
| CATHOLIC CHARITIES NEW HAMPSHIRE | |||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 03109 | PC | HUNGER RELIEF IN SOUTHEASTERN NH | $7,500 | |
| CATIE'S CLOSET | |||||||
| 28 LOON HILL ROAD | DRACUT | MA | 01826 | PC | GATEWAY TO CONFIDENCE: LAWRENCE | $15,000 | |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PC | REBIRTH & RENOVATION OF THE ALLAN B. ROGERS MEMORIAL THEATER | $33,334 | |
| CHALLENGE UNLIMITED | |||||||
| 450 LOWELL STREET | ANDOVER | MA | 01810 | PC | EQUINE-ASSISTED EXPERIENCES (EAE) FOR VETERANS | $10,000 | |
| CHILDREN'S CENTER FOR COMMUNICATIONBEVERLY SCHOOL FOR THE DEAF | |||||||
| 6 ECHO AVENUE | BEVERLY | MA | 01915 | PC | ENHANCED EARLY INTERVENTION TO PROMOTE OPTIMUM DEVELOPMENT OF DEAF AND HARD OF HEARING CHILDREN | $5,000 | |
| COMMUNITY CAREGIVERS OF GREATER DERRY | |||||||
| 6 WEST BROADWAY UNIT 6 | DERRY | NH | 03038 | PC | VOLUNTEER CAREGIVING PROGRAM | $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 | CAPACITY AND LEADERSHIP BUILDING TO SUPPORT LAWRENCE AND HAVERHILL NONPROFITS | $3,000 | |
| ELEVATED THOUGHT | |||||||
| 15 UNION STREET SUITE 608 | LAWRENCE | MA | 01840 | PC | ADDITIONAL PROGRAM SPACE & MEDIA LAB BUILD OUT | $25,000 | |
| ELLIE FUND | |||||||
| 200 RESERVOIR STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | BUILDING CAPACITY TO SERVE BREAST CANCER PATIENTS IN MASSACHUSETTS' 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 | |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01749 | PC | READY TO RISE CAPITAL CAMPAIGN | $75,000 | |
| ESSEX ART CENTER | |||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | PC | MAKING SPACE FOR YOUTH | $10,000 | |
| ESSEX COUNTY HABITAT FOR HUMANITY | |||||||
| 14 PARK STREET | DANVERS | MA | 01923 | PC | HAVERHILL AFFORDABLE HOME BUILD | $10,000 | |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | PC | YOUTH DEVELOPMENT PROGRAMMING | $15,000 | |
| GIRLS ON THE RUN GREATER BOSTON | |||||||
| 89 SOUTH STREET SUITE 104 | BOSTON | MA | 02111 | PC | INSPIRING GIRLS IN THE NORTH SHORE AND MERRIMACK VALLEY | $5,000 | |
| GREATER LAWRENCE COMMUNITY BOATING PROGRAM | |||||||
| 1 EATON STREET PO BOX 955 | LAWRENCE | MA | 01843 | PC | YOUTH PROGRAMMING AND DEVELOPMENT | $15,000 | |
| GREATER LAWRENCE FAMILY HEALTH CENTER | |||||||
| 1 GRIFFIN BROOK DRIVE SUITE 101 | METHUEN | MA | 01844 | PC | MOBILE HEALTH PROGRAM SERVICE ENHANCEMENT FOR VULNERABLE PATIENTS | $5,000 | |
| GROUNDWORK LAWRENCE | |||||||
| 50 ISLAND STREET SUITE 101 ENTRANCE | LAWRENCE | MA | 01840 | PC | CULTIVATING LEADERS: SUPPORTING FY25 YOUTH PROGRAMS | $5,000 | B |
| HARBOR HOMES DBA HARBOR CARE | |||||||
| 77 NORTHEASTERN BOULEVARD | NASHUA | NH | 03062 | PC | TREATMENT SERVICES OF ROCKINGHAM COUNTY DRUG COURT | $5,000 | |
| HEALING ABUSE WORKING FOR CHANGE | |||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | PC | DOMESTIC VIOLENCE SERVICES IN ESSEX COUNTY | $15,000 | |
| HOPE AND COMFORT | |||||||
| 33 FOURTH AVENUE | NEEDHAM | MA | 02494 | PC | ENSURING ACCESS TO ESSENTIAL HYGIENE PRODUCTS FOR THOSE IN NEED IN LAWRENCE AND SALEM | $5,000 | |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | PC | NORTHEAST REGION PLAYSPACE PROGRAM | $7,500 | |
| IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER | |||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | PC | THE RISING LOAVES 2024 | $2,500 | |
| JEANNE GEIGER CRISIS CENTER | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | SAFE CHILDREN STRONG PARENTS PROGRAM | $20,000 | |
| JOEY FOURNIER SERVICES | |||||||
| 11 UNION STREET | LAWRENCE | MA | 01840 | PC | SECOND STEP AFTER-SCHOOL VIOLENCE PREVENTION PROGRAM IN LAWRENCE | $2,500 | |
| JUNIOR ACHIEVEMENT OF GREATER BOSTON | |||||||
| 80 CITY SQUARE | BOSTON | MA | 02129 | PC | SUMMER PROGRAMMING IN GREATER LAWRENCE | $3,000 | |
| LAWRENCE CATHOLIC ACADEMY | |||||||
| 101 PARKER STREET | LAWRENCE | MA | 01843 | PC | CAPITAL CAMPAIGN SUPPORT | $40,000 | |
| LAWRENCE COMMUNITY WORKS | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | DYEWORKS REDEVELOPMENT AND MOVEMENT CITY EXPANSION | $10,000 | |
| LAWRENCE GENERAL HOSPITAL CHARITABLE TRUST | |||||||
| 1 GENERAL STREET PO BOX 189 | LAWRENCE | MA | 01842 | PC | COMMUNITY HEALTH SCREENINGS | $30,000 | |
| LAZARUS HOUSE | |||||||
| PO BOX 408 | LAWRENCE | MA | 01842 | PC | OPENING DOORS OUT OF POVERTY | $25,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | PC | FINANCIAL ASSISTANCE FOR MERRIMACK VALLEY BLOOD CANCER PATIENTS | $25,000 | |
| LUCY'S LOVE BUS | |||||||
| PO BOX 464 | AMESBURY | MA | 01913 | PC | HOLISTIC FAMILY SUPPORT FOR CHILDHOOD CANCER FAMILIES | $2,500 | |
| MARBLEHEAD MUSEUM & HISTORICAL SOCIETY | |||||||
| 170 WASHINGTON STREET | MARBLEHEAD | MA | 01945 | PC | REHABILITATION OF THE SLAVE QUARTERS OF THE JEREMIAH LEE MANSION | $25,000 | |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | PIONEER SCHOLARS PROGRAM | $10,000 | |
| MERRIMACK VALLEY FOOD BANK | |||||||
| PO BOX 2041 | LOWELL | MA | 01851 | PC | FOOD DISTRIBUTION PROGRAM | $12,000 | |
| MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER | |||||||
| 439 S UNION STREET BUILDING 2 | LAWRENCE | MA | 01843 | PC | GENERAL OPERATING SUPPORT | $25,000 | BASEMENT |
| MERRIMACK VALLEY YMCA | |||||||
| 280 MERRIMACK STREET SUITE 500 | LAWRENCE | MA | 01843 | PC | YOUTH AND WORKFORCE DEVELOPMENT PROGRAM SUPPLIES AT THE LAWRENCE BRANCH | $3,500 | |
| NEIGHBORS IN NEED | |||||||
| PO BOX 447 | LAWRENCE | MA | 01842 | PC | FOOD PANTRY PROGRAM | $15,000 | |
| NORTH ANDOVER HISTORICAL SOCIETY | |||||||
| 800 MASSACHUSETTS AVENUE | NORTH ANDOVER | MA | 01845 | PC | GENERAL EDUCATION SUPPORT | $2,000 | |
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | PC | CORPORATE WORK STUDY PROGRAM (CWSP) | $10,000 | |
| NOTRE DAME EDUCATION CENTER-LAWRENCE | |||||||
| 354 MERRIMACK STREET ENTRANCE C | LAWRENCE | MA | 01843 | PC | NURSING ASSISTANT/HOME HEALTH AID TRAINING PROGRAMS | $12,000 | SUITE 210 |
| ON THE MOVE | |||||||
| 3 MCALLISTER WAY | METHUEN | MA | 01844 | PC | BOOKS FROM THE START | $2,500 | |
| OPERATION DELTA DOG | |||||||
| 19G CLINTON DRIVE | HOLLIS | NH | 03049 | PC | PROGRAMMING AND FINANCIAL ASSISTANCE FOR DISABLED VETERANS IN HILLSBOROUGH COUNTY | $15,000 | |
| OUR NEIGHBORS' TABLE | |||||||
| PO BOX 592 | AMESBURY | MA | 01913 | PC | ANNUAL FUND | $10,000 | |
| OUR NEIGHBORS' TABLE | |||||||
| PO BOX 592 | AMESBURY | MA | 01913 | PC | CAPITAL CAMPAIGN SUPPORT | $25,000 | |
| PATHWAYS FOR CHILDREN | |||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PC | 25TH ANNUAL YOUTH AT RISK CONFERENCE | $5,000 | |
| PHILLIPS ACADEMY | |||||||
| OFFICE OF ACADEMY RESOURCES ATTN | ANDOVER | MA | 01810 | PC | ANDOVER BREAD LOAF | $2,500 | GRAHAM HALL 180 MAIN STREET |
| PHOENIX CHARTER ACADEMY FOUNDATION FBO PHOENIX CHARTER ACADEMY LAWRENCE | |||||||
| PO BOX 170665 | BOSTON | MA | 02117 | PC | ART AS HOPE: ART THERAPY & ARTISTIC EXPRESSION FOR LAWRENCE AREA YOUTH | $10,000 | |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | PC | PREP AT PINGREE | $7,500 | |
| PLAYWORKS NEW ENGLAND | |||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | DORCHESTER | MA | 02122 | PC | TAGTEAM PROGRAM FOR SAFE, HEALTHY PLAY IN LAWRENCE SCHOOLS | $5,000 | |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | PC | REBUILDING FAMILIES CAPITAL CAMPAIGN | $75,000 | |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | PC | ADDRESSING ECONOMIC IMPACTS ON PERMANENCY FOR YOUTH IN FOSTER CARE | $15,000 | |
| POSITIVE TRACKS | |||||||
| 35 SOUTH MAIN STREET SUITE 105 | HANOVER | NH | 03755 | PC | CHALLENGES PROGRAM | $5,000 | |
| PROFESSIONAL CENTER FOR CHILD DEVELOPMENT | |||||||
| 32 OSGOOD STREET | ANDOVER | MA | 01810 | PC | WOODBRIDGE SCHOOL - EARLY CHILDHOOD EDUCATION FOR CHILDREN OF ALL ABILITIES | $10,000 | |
| ROOT NS | |||||||
| 35 CONGRESS STREET SUITE 2350 | SALEM | MA | 01970 | PC | CULINARY TRAINING AND ALUMNI EMPLOYMENT PROGRAMS | $7,500 | BUILDING 2 THIRD FLOOR |
| SOMEBODY CARES NEW ENGLAND | |||||||
| 358 WASHINGTON STREET | HAVERHILL | MA | 01832 | PC | YOUTH CENTER ON THE HILL | $4,000 | |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | PC | POST-SECONDARY STUDENT SERVICES & PROGRAMMING | $15,000 | |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | PC | 20 ISLAND PARKSIDE - CAPITAL SUPPORT | $50,000 | |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | PC | PARTNERSHIP WITH BELLESINI ACADEMY | $30,000 | |
| STRONGWATER FARM THERAPEUTIC EQUESTRIAN CENTER | |||||||
| 500 LIVINGSTON STREET BOX 754 | TEWKSBURY | MA | 01876 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEACH FOR AMERICA MASSACHUSETTS | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | EMPOWERING EDUCATORS TO IMPROVE STUDENT OUTCOMES IN LAWRENCE | $7,500 | |
| THE HAVEN PROJECT | |||||||
| 57 MUNROE STREET | LYNN | MA | 01901 | PC | CLIENT SERVICES FOR HOMELESS YOUNG ADULTS AGED 17-24 | $5,000 | |
| THE OPEN DOOR | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PC | FEEDING OUR COMMUNITY | $10,000 | |
| THE WISH PROJECT | |||||||
| PO BOX 8693 | LOWELL | MA | 01853 | PC | MEETING BASIC NEEDS FOR GREATER LAWRENCE CHILDREN AND FAMILIES | $5,000 | |
| TOP NOTCH SCHOLARS | |||||||
| 60 ISLAND STREET SUITE 200 | LAWRENCE | MA | 01840 | PC | LEARNING AND LEADERSHIP ACADEMY | $12,500 | |
| UTEC | |||||||
| PO BOX 7066 | LOWELL | MA | 01852 | PC | EDUCATIONAL AND MENTAL HEALTH PROGRAMMING FOR YOUNG ADULTS IN LAWRENCE AND HAVERHILL | $10,000 | |
| VILLAGE FOOD HUB | |||||||
| 23 CLARK ROAD | ANDOVER | MA | 01810 | PC | FOOD RESCUE | $10,000 | |
| WELLSPRING HOUSE | |||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | PC | CAREER PATHWAYS PROGRAM | $15,000 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION | |||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | PC | THERAPEUTIC RIDING AND HORSE-RELATED ACTIVITIES | $10,000 | |
| WOMEN'S MONEY MATTERS | |||||||
| 6 LIBERTY SQUARE 2697 | BOSTON | MA | 02109 | PC | FINANCIAL WELLNESS PROGRAM FOR WOMEN AND GIRLS IN THE NORTH SHORE AND MERRIMACK VALLEY | $10,000 | |
| YMCA OF THE NORTH SHORE | |||||||
| 200 CUMMINGS CENTER SUITE 173D | BEVERLY | MA | 01915 | PC | MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT SERVICES | $20,000 | |
| YOUTH DEVELOPMENT ORGANIZATION | |||||||
| 15 UNION STREET SUITE 500 | LAWRENCE | MA | 01840 | PC | STEM OPPORTUNITY PIPELINE | $2,500 | |
| YWCA NORTHEASTERN MASSACHUSETTS | |||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | PC | WOMENS HEALTH SERVICES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,209,834 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $992,081 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TAX REFUND | $3,000 |
| RETURNED BANK FEES | $109 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,380,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,109 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,383,126 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | MISCELLANEOUS INCOME |
| 11B | MISCELLANEOUS INCOME |
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 | $12,840 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,840 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | FMV | $18,082,560 | $18,082,560 |
| AETOS | FMV | $2,408,939 | $2,408,939 |
| DRAKE | FMV | $2,546,654 | $2,546,654 |
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 | $475 | $0 | $475 |
| PROPERTY MAINTENANCE EXPENSE | $1,485 | $0 | $1,485 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| TAX REFUND | $3,000 | $3,000 |
| RETURNED BANK FEES | $109 | $109 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,061,364 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $12,797 | $0 | $12,797 |
| INVESTMENT EXPENSES | $47,008 | $47,008 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments