ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201903019349100650
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T11:09:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | ALEXANDER ARONSON FINNING & CO PC | 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 | 2018-01-01 | 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 | 2019-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS WASHBURN CPA | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2019-10-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.70.31.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-22 | IPDt |
| IP Tm | 12:41:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F4247996A0DFD92197EA51AEF4558D040C319DAA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4DDC68AACE5C161F617EC213E6CD21DA03E6EFE7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,800,085 | 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 | $403 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $403 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $368,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $368,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,221,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,474,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,221,250 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,589,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,589,890 | 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 |
| Legal Fees Rev And Expnss | $237 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $237 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,016 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,016 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,383 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,967 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,004,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,004,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,076,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,025,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $513,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,550,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,710 | CashBOYAmt |
| Cash EOY | $57,271 | CashEOYAmt |
| Cash EOYFMV | $57,271 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $125 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $125 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $125 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $22,306,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,742,689 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,742,689 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,322,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,800,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,800,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,322,320 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,800,085 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,322,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,800,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,322,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,800,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,322,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $513,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,835,414 | SubtotalAmt |
| Other Decreases | $3,035,329 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,800,085 | 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 | $3,474,738 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,253,488 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,221,250 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,221,250 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,221,250 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,140,845 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,556,327 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052924 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,055,707 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,216,396 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052220 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,101,791 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,424,816 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,118,229 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,298,480 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050148 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,052,774 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,212,825 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049629 | DistributionYr5Rt |
| Total Distribution | 0.256347 | TotalDistributionRt |
| Average Distribution | 0.051269 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,477,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,101,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,501 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,116,622 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,025,053 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,728 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $24,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,725 | OverpaymentAmt |
| Applied To ES Tax | $2,725 | 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 | $17,148,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,516,363 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,804,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,804,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $327,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,477,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,073,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,073,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,003 | TotalTaxAmt |
| Distributable Before Adj | $1,042,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,042,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,042,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,025,053 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,025,053 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,025,053 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,042,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $623,861 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,025,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $623,861 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $401,192 | 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 | $641,672 | 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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARON'S PRESENTS | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | DEEPENING OUR LAWRENCE PROGRAM | $10,000 | |
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | ||||||||
| 480 PLEASANT ST | WATERTOWN | MA | 02472 | NONE | PC | MA/NH CHAPTER: EXTENDING CARE AND SUPPORT: VOLUNTEER-POWERED PROGRAM DELIVERY INITIATIVE | $10,000 | |
| ANDOVER COMMITTEE | ||||||||
| 134 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | A BETTER CHANCE OF ANDOVER | $10,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | YOUTH OPPORTUNITIES PROGRAM LAWRENCE SUMMIT SITE | $5,000 | |
| BEYOND SOCCER INC | ||||||||
| 280 MERRIMACK STREET SUITE 309 | LAWRENCE | MA | 01840 | NONE | PC | 2018 SPORT, HEALTH, LEADERSHIP & ACADEMIC PROGRAMS | $15,000 | |
| BOYS & GIRLS CLUB OF GREATER SALEM | ||||||||
| 3 GEREMONTY DR | SALEM | NH | 03079 | NONE | PC | BGCGS LITTLE AMBASSADOR PROGRAM | $5,000 | |
| BOYS & GIRLS CLUB OF LAWRENCE | ||||||||
| 136 WATER STREET | LAWRENCE | MA | 01840 | NONE | PC | ARTS FOR ALL | $7,500 | |
| BRADFORD CHRISTIAN ACADEMY | ||||||||
| 97 OXFORD AVENUE | HAVERHILL | MA | 01835 | NONE | PC | TUITION ASSISTANCE PROGRAM | $5,000 | |
| BREAD & ROSES HOUSING | ||||||||
| PO BOX 7 15 UNION STREET SUITE 401 | LAWRENCE | MA | 01801 | NONE | PC | AFFORDABLE HOUSING PROJECT | $15,000 | |
| BUDGET BUDDIES INC | ||||||||
| 114 TURNPIKE ROAD 2D | CHELMSFORD | MA | 01824 | NONE | PC | FINANCIAL EMPOWERMENT FOR LOW-INCOME WOMEN AND AT-RISK TEENS | $5,000 | |
| CARE DIMENSIONS INC | ||||||||
| 75 SYLVAN STREET SUITE B-102 | BRADFORD | MA | 01835 | NONE | PC | COMPASSIONATE EXPERTISE FOR ADVANCED ILLNESS | $15,000 | |
| CAREER RESOURCES CORPORATION | ||||||||
| 22 PARKRIDGE ROAD UNIT D | HAVERHILL | MA | 01835 | NONE | PC | WAYPOINT CAREERS VETERAN EMPLOYMENT PROGRAM | $10,000 | |
| CATHOLIC CHAR BUREAU OF ARCH OF BOSTON | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PC | THE NEW HOPE SERIES | $1,000 | |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PC | MONTAGNE SCHOLARS | $18,000 | |
| CHALLENGE UNLIMITED INC | ||||||||
| IRONSTONE FARM 450 LOWELL STREET | ANDOVER | MA | 01810 | NONE | PC | SUSTAINABILITY PROJECT - MATCHING GIFT CHALLENGE | $10,000 | |
| CHILDREN'S CENTER FOR COMMUNICATION | ||||||||
| BEVERLY SCHOOL FOR THE DEAF 6 ECHO | BEVERLY | MA | 01915 | NONE | PC | COMPUTERS TO ADHANCE STUDENT LEARNING | $5,000 | AVENUE |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | NONE | PC | CAMPAIGN PRIORITIES | $20,000 | |
| COMMUNITIES TOGETHER | ||||||||
| P O BOX 428 276 ESSEX STREET | LAWRENCE | NH | 01842 | NONE | PC | MANOS FELICES! - HAPPY HANDS | $5,000 | |
| COMMUNITY INROADS | ||||||||
| 190 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | OPERATING EXPENSES FOR COMMUNITY INROADS | $2,500 | |
| COMMUNITY ROWING INC | ||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | NONE | PC | GROWTH-INDOOR ROWING PROGRAM | $3,000 | |
| DISCOVERING JUSTICE | ||||||||
| MOAKLEY US COURTHOUSE ONE COURTHOUS | BOSTON | MA | 02210 | NONE | PC | DEEPENING OUR IMPACT IN LAWRENCE AND EXPANDING OUR EFFORTS IN SALEM | $5,000 | WAY SUITE 3120 |
| ENDICOTT COLLEGE | ||||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | NONE | PC | KEYS TO DEGREES - EDUCATING TWO GENERATIONS TOGETHER | $30,000 | |
| ESPERANZA ACADEMY | ||||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | NONE | PC | GRADUATE SUPPORT PROGRAM | $10,000 | |
| ESSEX ART CENTER | ||||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | NONE | PC | ESSEX ART CENTER PROGRAMS | $15,000 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | ||||||||
| 175 ANDOVER ST SUITE 101 | DANVERS | MA | 01923 | NONE | PC | GREATER LAWRENCE GAS FIRES DISASTER RELIEF | $5,000 | |
| FAMILY SERVICES INC | ||||||||
| MERRIMACK VALLEY 430 NORTH CANAL | LAWRENCE | MA | 01840 | NONE | PC | BIG FRIENDS LITTLE FRIENDS PROGRAM | $10,000 | STREET |
| FIDELITY HOUSE INC | ||||||||
| 439 S UNION STREET SUITE 401 | LAWRENCE | MA | 01843 | NONE | PC | CROWDSOURCING APPROACH TO RESPITE CARE PHASE 2 DEVELOPMENT | $10,000 | |
| GREATER LAWRENCE COMM ACTION COUNCIL | ||||||||
| 305 ESSEX STREET | LAWRENCE | MA | 01840 | NONE | PC | GLCAC CHILD CARE CENTER PROJECT | $15,000 | |
| GREATER LAWRENCE COMM BOATING PROG INC | ||||||||
| BOATING PROGRAM INC P O BOX 9551 | LAWRENCE | MA | 01843 | NONE | PC | YOUTH PROGRAMMING | $15,000 | EATON STREET |
| GREATER LAWRENCE TECHNICAL SCHOOL | ||||||||
| 57 RIVER ROAD | ANDOVER | MA | 01810 | NONE | PC | ATHLETIC FACILITY RENOVATION | $25,000 | |
| GROUNDWORK LAWRENCE | ||||||||
| 50 ISLAND STREET SUITE 101 ENTRANCE | LAWRENCE | MA | 01840 | NONE | PC | GROUNDWORK LAWRENCE YOUTH EDUCATION AND HEALTHY LIVING PROGRAMMING: PATHWAYS TO FUTURE SUCCESS | $5,000 | B |
| HEALING ABUSE WORKING FOR CHANGE INC | ||||||||
| 27 CONGRESS STREET SUITE 201 | SALEM | MA | 01970 | NONE | PC | DOMESTIC VIOLENCE SERVICES IN ESSEX COUNTY | $10,000 | |
| HENRY C NEVINS HOME INC | ||||||||
| 10 INGALLS COURT | METHUEN | MA | 01844 | NONE | PC | SUPPORTING MEANINGFUL LIVES FOR SENIORS WITH DEMENTIA | $10,000 | |
| HOME HEALTH VNA FBO MERRIMACK VALLEY HOSPICE | ||||||||
| 360 MERRIMACK STREET BLDG 9 | LAWRENCE | MA | 01843 | NONE | PC | END OF LIFE CARE SUPPORT FOR ALL | $10,000 | |
| IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER | ||||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | NONE | PC | MILESTONES(LAWRENCE STUDENT WRITERS WORKSHOP:THE RISING LOAVES 2018) | $2,500 | |
| JEANNE GEIGER CRISIS CENTER INC | ||||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PC | CHILDREN'S SAFETY PROJECT | $15,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND | ||||||||
| 400 FIFTH AVENUE SUITE 300 | WALTHAM | MA | 02451 | NONE | PC | DEVELOPMENT OF LIFE SKILLS CAPABILITIES FOR MERRIMACK VALLEY YOUTH | $2,500 | |
| JUSTICE RESOURCE INSTITUTE INC | ||||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | NONE | PC | SURVIVOR EMPOWERMENT PROGRAM | $15,000 | |
| LAHEY CLINIC HOSPITAL INC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NONE | PC | CENTER FOR PROFESSIONAL DEVELOPMENT & SIMULATION EXPANSION | $150,000 | |
| LAWRENCE COMMUNITYWORKS INC | ||||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | NONE | PC | MOVEMENT CITY YOUTH NETWORK | $5,000 | |
| LAZARUS HOUSE INC | ||||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | NONE | PC | OPENING DOORS OUT OF POVERTY THROUGH FOOD, HOUSING, EDUCATION, AND ADVOCACY | $20,000 | |
| LET'S GET READY | ||||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | NONE | PC | LGR AT LAWRENCE: SUMMER COLLEGE ACCESS 2018 | $3,750 | |
| MCLEAN HOSPITAL CORPORATION | ||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PC | BRENT FORESTER RESEARCH | $150,000 | |
| MERRIMACK VALLEY IMMIGRANT & ED CENTER | ||||||||
| 439 S UNION STREET | LAWRENCE | MA | 01843 | NONE | PC | MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER | $15,000 | |
| MERRIMACK VALLEY YMCA | ||||||||
| 360 MERRIMACK STREET BUILDING 9 | LAWRENCE | MA | 01843 | NONE | PC | MERRIMACK VALLEY YMCA MUSIC CLUBHOUSES | $2,500 | SUITE 270 |
| MISSION OF DEEDS INC | ||||||||
| 6 CHAPIN AVE | READING | MA | 01867 | NONE | PC | BEDS PROGRAM | $2,500 | |
| NEW HAMPSHIRE CATHOLIC CHARITIES | ||||||||
| 215 MYRTLE ST | MANCHESTER | NH | 03104 | NONE | PC | THANKSGIVING TURKEYS FOR FAMILIES IN NEED | $2,500 | |
| NEW HAMPSHIRE SPCA | ||||||||
| 104 PORTSMOUTH AVENUE | STRATHAM | NH | 03885 | NONE | PC | A CAMPAIGN FOR CHANGING TIMES | $25,000 | |
| NORTH ANDOVER HISTORICAL SOCIETY | ||||||||
| 153 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | EDUCATIONAL PROGRAM SUPPORT | $1,200 | |
| NOTRE DAME CRISTO REY HIGH SCHOOL | ||||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | NONE | PC | NDCR'S CORPORATE WORK STUDY PROGRAM | $10,000 | |
| PHILLIPS ANDOVER ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | ANDOVER BREAD LOAF 2019 | $2,500 | |
| PINGREE SCHOOL | ||||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | PC | PREP@PINGREE AT PINGREE SCHOOL | $7,500 | |
| PLUMMER YOUTH PROMISE | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PC | EVALUATING OUR EFFECTIVENESS | $10,000 | |
| PROJECT BREAD | ||||||||
| 145 BORDER ST | EAST BOSTON | MA | 02128 | NONE | PC | CHEFS IN SCHOOLS - LAWRENCE | $10,000 | |
| PROJECT HOME AGAIN | ||||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | NONE | PC | GOOD NIGHTS SLEEP, BED BUNDLE, AND A PLACE AT THE TABLE PROGRAMS | $10,000 | |
| SALEM STATE UNIVERSITY FOUNDATION INC | ||||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | NONE | PC | LAWRENCE UPWARD BOUND PROGRAM | $20,000 | |
| SI SE PUEDE INC | ||||||||
| PO BOX 53 | NORTH ANDOVER | MA | 01845 | NONE | PC | SI, SE PUEDE | $10,000 | |
| SQUASHBUSTERS INC | ||||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | NONE | PC | BUILDING PATHWAYS TO HEALTH AND COLLEGE SUCCESS FOR LAWRENCE YOUTH | $15,000 | |
| ST JOHN'S PREPARATORY SCHOOL | ||||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | NONE | PC | PARTNERSHIP WITH BELLESINI ACADEMY | $25,000 | |
| ST JOHN'S PREPARATORY SCHOOL | ||||||||
| 72 SPRING STREET | NATICK | MA | 01760 | NONE | PC | DIVERSITY INITIATIVE ENDOWMENT GROWTH (YEAR 4 & 5 OF 5) | $60,000 | |
| TEACH FOR AMERICA MASSACHUSETTS | ||||||||
| 60 CANAL STREET FIFTH FLOOR | BOSTON | MA | 02114 | NONE | PC | BUILDING THE PIPELINE OF GREAT TEACHERS AND LEADERS IN LAWRENCE | $10,000 | |
| THE PSYCHOLOGICAL CENTER | ||||||||
| 11 UNION ST | LAWRENCE | MA | 01840 | NONE | PC | EMPOWERING THE FUTURE | $15,000 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | ||||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | NONE | PC | EQUINE ASSISTED ACTIVITIES FOR INDIVIDUALS WITH SPECIAL NEEDS | $15,000 | |
| YMCA OF THE NORTH SHORE | ||||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | NONE | PC | VIBE - AN INTEGRATED CREATIVE ARTS AFTERSCHOOL PROGRAM AT THE SALEM YMCA | $2,500 | |
| YOUNG WOMEN'S CHRISTIAN ASSO NEWBURYPORT | ||||||||
| 13 MARKET STREET | NEWBURYPORT | MA | 01950 | NONE | PC | YWCA CHILDREN'S CENTER SLIDING FEE | $2,500 | |
| YOUTH DEVELOPMENT ORGANIZATION INC | ||||||||
| 51 WARREN STREET P O BOX 1758 | LAWRENCE | MA | 01841 | NONE | PC | YDO STEM: SUSTAINING A SCIENCE & ENGINEERING PIPELINE FOR LAWRENCE YOUTH | $5,000 | |
| YWCA NORTHERN MASSACHUSETTS INC | ||||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | NONE | PC | WOMEN'S HEALTH ADVOCACY PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,004,450 | 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 | $403 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,221,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,589,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,589,890 | 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 | $4,516 | $0 | $4,516 |
| TAX PREPARATION | $4,500 | $0 | $4,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | FMV | $15,226,325 | $15,226,325 |
| AETOS | FMV | $2,402,573 | $2,402,573 |
| DRAKE | FMV | $2,113,791 | $2,113,791 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $237 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $237 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $3,035,329 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS OFFICE EXPENSE | $722 | $0 | $722 |
| MISCELLANEOUS | $35 | $0 | $35 |
| PROPERTY MAINTENANCE EXPENSE | $1,210 | $0 | $1,210 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $9,383 | $0 | $9,383 |
| INVESTMENT EXPENSES | $39,743 | $39,743 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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