2019-10-28T11:09:56-05:00 2018-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2018-01-01 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 2019-10-22 1 THOMAS WASHBURN CPA P00537319 5083669100 2019-10-01 40.70.31.102 2019-10-22 12:41:58 ED P F4247996A0DFD92197EA51AEF4558D040C319DAA 4DDC68AACE5C161F617EC213E6CD21DA03E6EFE7 2018 2020-03-31 21:24:44Z X 19800085 X X 403 403 368237 368237 1221250 3474738 1221250 1589890 1589890 0 0 0 237 0 237 9016 0 9016 49126 39743 9383 12000 0 0 1967 0 1967 72346 39743 20603 1004450 1004450 1076796 39743 1025053 513094 1550147 15710 57271 57271 125 125 125 22306485 19742689 19742689 22322320 19800085 19800085 0 0 X 22322320 19800085 22322320 19800085 22322320 19800085 22322320 513094 0 22835414 3035329 19800085 PUBLICLY TRADED SECURITIES 3474738 2253488 1221250 1221250 1221250 0 1140845 21556327 0.052924 1055707 20216396 0.052220 1101791 21424816 0.051426 1118229 22298480 0.050148 1052774 21212825 0.049629 0.256347 0.051269 21477332 1101121 15501 1116622 1025053 31003 0 31003 0 31003 9728 24000 0 33728 0 2725 2725 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 17148751 139284 4516363 21804398 0 0 21804398 327066 21477332 1073867 1073867 31003 31003 1042864 0 1042864 0 1042864 1025053 0 1025053 0 1025053 1042864 623861 0 0 1025053 623861 0 0 401192 0 0 0 0 0 0 0 0 641672 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 NONE PC DEEPENING OUR LAWRENCE PROGRAM 10000 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 10000 ANDOVER COMMITTEE 134 MAIN STREET ANDOVER MA 01810 NONE PC A BETTER CHANCE OF ANDOVER 10000 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC YOUTH OPPORTUNITIES PROGRAM LAWRENCE SUMMIT SITE 5000 BEYOND SOCCER INC 280 MERRIMACK STREET SUITE 309 LAWRENCE MA 01840 NONE PC 2018 SPORT, HEALTH, LEADERSHIP & ACADEMIC PROGRAMS 15000 BOYS & GIRLS CLUB OF GREATER SALEM 3 GEREMONTY DR SALEM NH 03079 NONE PC BGCGS LITTLE AMBASSADOR PROGRAM 5000 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01840 NONE PC ARTS FOR ALL 7500 BRADFORD CHRISTIAN ACADEMY 97 OXFORD AVENUE HAVERHILL MA 01835 NONE PC TUITION ASSISTANCE PROGRAM 5000 BREAD & ROSES HOUSING PO BOX 7 15 UNION STREET SUITE 401 LAWRENCE MA 01801 NONE PC AFFORDABLE HOUSING PROJECT 15000 BUDGET BUDDIES INC 114 TURNPIKE ROAD 2D CHELMSFORD MA 01824 NONE PC FINANCIAL EMPOWERMENT FOR LOW-INCOME WOMEN AND AT-RISK TEENS 5000 CARE DIMENSIONS INC 75 SYLVAN STREET SUITE B-102 BRADFORD MA 01835 NONE PC COMPASSIONATE EXPERTISE FOR ADVANCED ILLNESS 15000 CAREER RESOURCES CORPORATION 22 PARKRIDGE ROAD UNIT D HAVERHILL MA 01835 NONE PC WAYPOINT CAREERS VETERAN EMPLOYMENT PROGRAM 10000 CATHOLIC CHAR BUREAU OF ARCH OF BOSTON 51 SLEEPER STREET BOSTON MA 02210 NONE PC THE NEW HOPE SERIES 1000 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 NONE PC MONTAGNE SCHOLARS 18000 CHALLENGE UNLIMITED INC IRONSTONE FARM 450 LOWELL STREET ANDOVER MA 01810 NONE PC SUSTAINABILITY PROJECT - MATCHING GIFT CHALLENGE 10000 CHILDREN'S CENTER FOR COMMUNICATION BEVERLY SCHOOL FOR THE DEAF 6 ECHO AVENUE BEVERLY MA 01915 NONE PC COMPUTERS TO ADHANCE STUDENT LEARNING 5000 COLBY-SAWYER COLLEGE 541 MAIN STREET NEW LONDON NH 03257 NONE PC CAMPAIGN PRIORITIES 20000 COMMUNITIES TOGETHER P O BOX 428 276 ESSEX STREET LAWRENCE NH 01842 NONE PC MANOS FELICES! - HAPPY HANDS 5000 COMMUNITY INROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE PC OPERATING EXPENSES FOR COMMUNITY INROADS 2500 COMMUNITY ROWING INC 20 NONANTUM ROAD BRIGHTON MA 02135 NONE PC GROWTH-INDOOR ROWING PROGRAM 3000 DISCOVERING JUSTICE MOAKLEY US COURTHOUSE ONE COURTHOUS WAY SUITE 3120 BOSTON MA 02210 NONE PC DEEPENING OUR IMPACT IN LAWRENCE AND EXPANDING OUR EFFORTS IN SALEM 5000 ENDICOTT COLLEGE 376 HALE STREET BEVERLY MA 01915 NONE PC KEYS TO DEGREES - EDUCATING TWO GENERATIONS TOGETHER 30000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE PC GRADUATE SUPPORT PROGRAM 10000 ESSEX ART CENTER 56 ISLAND STREET LAWRENCE MA 01840 NONE PC ESSEX ART CENTER PROGRAMS 15000 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER ST SUITE 101 DANVERS MA 01923 NONE PC GREATER LAWRENCE GAS FIRES DISASTER RELIEF 5000 FAMILY SERVICES INC MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE PC BIG FRIENDS LITTLE FRIENDS PROGRAM 10000 FIDELITY HOUSE INC 439 S UNION STREET SUITE 401 LAWRENCE MA 01843 NONE PC CROWDSOURCING APPROACH TO RESPITE CARE PHASE 2 DEVELOPMENT 10000 GREATER LAWRENCE COMM ACTION COUNCIL 305 ESSEX STREET LAWRENCE MA 01840 NONE PC GLCAC CHILD CARE CENTER PROJECT 15000 GREATER LAWRENCE COMM BOATING PROG INC BOATING PROGRAM INC P O BOX 9551 EATON STREET LAWRENCE MA 01843 NONE PC YOUTH PROGRAMMING 15000 GREATER LAWRENCE TECHNICAL SCHOOL 57 RIVER ROAD ANDOVER MA 01810 NONE PC ATHLETIC FACILITY RENOVATION 25000 GROUNDWORK LAWRENCE 50 ISLAND STREET SUITE 101 ENTRANCE B LAWRENCE MA 01840 NONE PC GROUNDWORK LAWRENCE YOUTH EDUCATION AND HEALTHY LIVING PROGRAMMING: PATHWAYS TO FUTURE SUCCESS 5000 HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS STREET SUITE 201 SALEM MA 01970 NONE PC DOMESTIC VIOLENCE SERVICES IN ESSEX COUNTY 10000 HENRY C NEVINS HOME INC 10 INGALLS COURT METHUEN MA 01844 NONE PC SUPPORTING MEANINGFUL LIVES FOR SENIORS WITH DEMENTIA 10000 HOME HEALTH VNA FBO MERRIMACK VALLEY HOSPICE 360 MERRIMACK STREET BLDG 9 LAWRENCE MA 01843 NONE PC END OF LIFE CARE SUPPORT FOR ALL 10000 IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE PC MILESTONES(LAWRENCE STUDENT WRITERS WORKSHOP:THE RISING LOAVES 2018) 2500 JEANNE GEIGER CRISIS CENTER INC 2 HARRIS STREET NEWBURYPORT MA 01950 NONE PC CHILDREN'S SAFETY PROJECT 15000 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 2500 JUSTICE RESOURCE INSTITUTE INC 160 GOULD STREET SUITE 300 NEEDHAM MA 02494 NONE PC SURVIVOR EMPOWERMENT PROGRAM 15000 LAHEY CLINIC HOSPITAL INC 41 MALL ROAD BURLINGTON MA 01805 NONE PC CENTER FOR PROFESSIONAL DEVELOPMENT & SIMULATION EXPANSION 150000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 NONE PC MOVEMENT CITY YOUTH NETWORK 5000 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 20000 LET'S GET READY 89 SOUTH STREET SUITE 401 BOSTON MA 02111 NONE PC LGR AT LAWRENCE: SUMMER COLLEGE ACCESS 2018 3750 MCLEAN HOSPITAL CORPORATION 115 MILL STREET BELMONT MA 02478 NONE PC BRENT FORESTER RESEARCH 150000 MERRIMACK VALLEY IMMIGRANT & ED CENTER 439 S UNION STREET LAWRENCE MA 01843 NONE PC MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER 15000 MERRIMACK VALLEY YMCA 360 MERRIMACK STREET BUILDING 9 SUITE 270 LAWRENCE MA 01843 NONE PC MERRIMACK VALLEY YMCA MUSIC CLUBHOUSES 2500 MISSION OF DEEDS INC 6 CHAPIN AVE READING MA 01867 NONE PC BEDS PROGRAM 2500 NEW HAMPSHIRE CATHOLIC CHARITIES 215 MYRTLE ST MANCHESTER NH 03104 NONE PC THANKSGIVING TURKEYS FOR FAMILIES IN NEED 2500 NEW HAMPSHIRE SPCA 104 PORTSMOUTH AVENUE STRATHAM NH 03885 NONE PC A CAMPAIGN FOR CHANGING TIMES 25000 NORTH ANDOVER HISTORICAL SOCIETY 153 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE PC EDUCATIONAL PROGRAM SUPPORT 1200 NOTRE DAME CRISTO REY HIGH SCHOOL 303 HAVERHILL STREET LAWRENCE MA 01840 NONE PC NDCR'S CORPORATE WORK STUDY PROGRAM 10000 PHILLIPS ANDOVER ACADEMY 180 MAIN STREET ANDOVER MA 01810 NONE PC ANDOVER BREAD LOAF 2019 2500 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 NONE PC PREP@PINGREE AT PINGREE SCHOOL 7500 PLUMMER YOUTH PROMISE 37 WINTER ISLAND ROAD SALEM MA 01970 NONE PC EVALUATING OUR EFFECTIVENESS 10000 PROJECT BREAD 145 BORDER ST EAST BOSTON MA 02128 NONE PC CHEFS IN SCHOOLS - LAWRENCE 10000 PROJECT HOME AGAIN PO BOX 1236 ANDOVER MA 01810 NONE PC GOOD NIGHTS SLEEP, BED BUNDLE, AND A PLACE AT THE TABLE PROGRAMS 10000 SALEM STATE UNIVERSITY FOUNDATION INC 352 LAFAYETTE STREET SALEM MA 01970 NONE PC LAWRENCE UPWARD BOUND PROGRAM 20000 SI SE PUEDE INC PO BOX 53 NORTH ANDOVER MA 01845 NONE PC SI, SE PUEDE 10000 SQUASHBUSTERS INC 60 ISLAND STREET LAWRENCE MA 01840 NONE PC BUILDING PATHWAYS TO HEALTH AND COLLEGE SUCCESS FOR LAWRENCE YOUTH 15000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS MA 01923 NONE PC PARTNERSHIP WITH BELLESINI ACADEMY 25000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET NATICK MA 01760 NONE PC DIVERSITY INITIATIVE ENDOWMENT GROWTH (YEAR 4 & 5 OF 5) 60000 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET FIFTH FLOOR BOSTON MA 02114 NONE PC BUILDING THE PIPELINE OF GREAT TEACHERS AND LEADERS IN LAWRENCE 10000 THE PSYCHOLOGICAL CENTER 11 UNION ST LAWRENCE MA 01840 NONE PC EMPOWERING THE FUTURE 15000 WINDRUSH FARM THERAPEUTIC EQUITATION INC 479 LACY STREET NORTH ANDOVER MA 01845 NONE PC EQUINE ASSISTED ACTIVITIES FOR INDIVIDUALS WITH SPECIAL NEEDS 15000 YMCA OF THE NORTH SHORE 245 CABOT STREET BEVERLY MA 01915 NONE PC VIBE - AN INTEGRATED CREATIVE ARTS AFTERSCHOOL PROGRAM AT THE SALEM YMCA 2500 YOUNG WOMEN'S CHRISTIAN ASSO NEWBURYPORT 13 MARKET STREET NEWBURYPORT MA 01950 NONE PC YWCA CHILDREN'S CENTER SLIDING FEE 2500 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 5000 YWCA NORTHERN MASSACHUSETTS INC 38 LAWRENCE STREET LAWRENCE MA 01840 NONE PC WOMEN'S HEALTH ADVOCACY PROGRAM 10000 1004450 0 14 403 14 368237 14 1221250 0 1589890 0 1589890 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4516 0 4516 TAX PREPARATION 4500 0 4500 MUTUAL FUND FMV 15226325 15226325 AETOS FMV 2402573 2402573 DRAKE FMV 2113791 2113791 LEGAL FEES 237 0 237 UNREALIZED LOSS 3035329 MISCELLANEOUS OFFICE EXPENSE 722 0 722 MISCELLANEOUS 35 0 35 PROPERTY MAINTENANCE EXPENSE 1210 0 1210 ADMINISTRATIVE FEES 9383 0 9383 INVESTMENT EXPENSES 39743 39743 0 ESTIMATED TAX PAYMENTS 12000 0 0