ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-29
- IRS object ID
- 201702419349100110
- Schema version
- 2016v3.0
- 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 Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-29T12:01:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 21 EAST MAIN 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 | 2016-01-01 | 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 | 2017-08-28 | 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 | 2017-08-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.197.103.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-28 | IPDt |
| IP Tm | 16:44:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C3B1CA5E9EDD1B55B0F6E2DA0EC022650C85F82C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,370,761 | 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 | $193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $324,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $326,619 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,149,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $326,619 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $651,504 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $651,504 | 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 | $7,477 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,477 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,001 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,458 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $258 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $258 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,044,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,044,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,105,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,061,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$454,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $607,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,078 | CashBOYAmt |
| Cash EOY | $31,732 | CashEOYAmt |
| Cash EOYFMV | $31,732 | CashEOYFMVAmt |
| Other Investments BOY | $20,492,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,339,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,339,029 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,549,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,370,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,370,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,549,788 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,370,761 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,549,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,370,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,549,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,370,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,549,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$454,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $275,252 | OtherIncreasesAmt |
| Subtotal | $20,370,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,370,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MUTUAL FUNDS | P | $1,649,835 | $1,410,076 | $239,759 | $239,759 |
| AETOS | P | $500,000 | $413,140 | $86,860 | $86,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $326,619 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,101,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,424,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051426 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,118,229 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,298,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,052,774 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,212,825 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049629 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $974,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,681,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,052,355 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,937,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052782 | DistributionYr5Rt |
| Total Distribution | 0.253506 | TotalDistributionRt |
| Average Distribution | 0.050701 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,216,396 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,024,991 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,075 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,031,066 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,061,782 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,949 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,949 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,874 | OverpaymentAmt |
| Applied To ES Tax | $6,874 | 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 |
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 ROGERS PRATT | ||||||||
| 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 | $20,323,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,524,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,524,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,216,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,010,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,010,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,075 | TotalTaxAmt |
| Distributable Before Adj | $1,004,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,004,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,004,745 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,061,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,061,782 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,075 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,055,707 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,004,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $762,219 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,061,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $762,219 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $299,563 | 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 | $705,182 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | PC | DEMENTIA CARE COORDINATION EXPANSION | $2,500 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | YOUTH OPPORTUNITIES PROGRAM LAWRENCE SUMMIT SITE | $10,000 |
| BLESSED STEPHEN BELLESINI OSA ACADEMY | |||||||
| POBOX 1021 | LAWRENCE | MA | 01842 | NONE | PC | STUDENT SPONSORSHIP PROGRAM | $22,000 |
| BLESSED STEPHEN BELLESINI OSA ACADEMY | |||||||
| POBOX 1021 | LAWRENCE | MA | 01842 | NONE | PC | BUILDING BRIGHTER FUTURES CAPITAL CONSTRUCTION PROJECT | $25,000 |
| BREAD & ROSES HOUSING | |||||||
| PO BOX 7 15 UNION STREET SUITE 401 | LAWRENCE | MA | 01842 | NONE | PC | BRH AFFORDABLE HOUSING PROGRAM | $10,000 |
| BREAD AND ROSES | |||||||
| 58 NEWBURY ST | LAWRENCE | MA | 01840 | NONE | PC | OUTREACH & ADVOCACY FOR GUESTS EXPER. HOMELESSNESS, POVERTY, & FOOD INSECURITY | $2,500 |
| CARE DIMENSIONS INC | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | NONE | PC | COMPLEMENTARY THERAPIES FOR END-OF-LIFE PATIENTS | $10,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PC | THE MONTAGNE SCHOLARS | $15,000 |
| CHILDREN'S CENTER FOR COMMUNICATION FBO BEVERLY SCHOOL FOR THE DEAF | |||||||
| 6 ECHO AVENUE | BEVERLY | MA | 019152417 | NONE | PC | TRAVERSE LIFT SYSTEMS | $6,200 |
| COMMUNITIES TOGETHER | |||||||
| PO BOX 428 276 ESSEX STREET | LAWRENCE | MA | 01842 | NONE | PC | CARING HANDS CHAPLAIN PROGRAM | $3,500 |
| 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 PROGRAMMING | $10,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER ST SUITE 101 | DANVERS | MA | 01923 | NONE | PC | FOR THE LAWRENCE EMERGENCY FUND | $1,500 |
| FAMILY SERVICES INC OF MERRIMACK VALLEY | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | NONE | PC | BIG FRIENDS, LITTLE FRIENDS | $7,500 |
| GREATER LAWRENCE COMMUNITY BOATING PROGROM INC | |||||||
| PO BOX 955 | LAWRENCE | MA | 01842 | NONE | PC | YOUTH PROGRAMMING/GENERAL OPERATING | $10,000 |
| GROUNDWORK LAWRENCE | |||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | NONE | PC | GROUNDWORK LAWRENCE YOUTH PROGRAMS | $5,000 |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS STREET SUITE 201 | SALEM | MA | 01970 | NONE | PC | DOMESTIC VIOLENCE SERVICES AND COMMUNITY EDUCATION | $10,000 |
| HOME HEALTH VNA FBO MERRIMACK VALLEY HOSPICE | |||||||
| 360 MERRIMACK STREET BLDG 9 | LAWRENCE | MA | 01843 | NONE | PC | COMPASSIONATE END-OF-LIFE CARE FOR ALL | $10,000 |
| IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER | |||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | NONE | PC | LAWRENCE STUDENT WRITER'S WORKSHOP: THE RISING LOAVES | $2,500 |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PC | JGCC COMMUNITY BASED SERVICES | $10,000 |
| JERICHO ROAD LAWRENCE INC | |||||||
| 190 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | NONE | PC | FOR THE SURVIVOR MENTORING & LEADERSHIP DEVELOPMENT PROGRAM | $15,000 |
| LAWRENCE BOYS & GIRLS CLUBS INC | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | NONE | PC | OPERATING SUPPORT | $2,500 |
| LAWRENCE COMMUNITYWORKS INC | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | NONE | PC | MOVEMENT CITY YOUTH NETWORK | $5,000 |
| LAWRENCE GENERAL HOSPITAL | |||||||
| 1 GENERAL STREET | LAWRENCE | MA | 01842 | NONE | PC | A LEGACY OF CARING - LAWRENCE GENERAL'S LARGEST EXPANSION OF SERVICES | $140,000 |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | NONE | PC | FOR OPENING DOORS OUT OF POVERTY THROUGH FOOD, HOUSING, & EDUCATION | $20,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY - MASSACHUSETTS CHAPTER | |||||||
| 9 ERIE DRIVE | NATICK | MA | 01760 | NONE | PC | BEAT AML | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PC | CARA J. ROGERS ENDOWMENT TO ADVANCE RESEARCH IN BONE MARROW TRANSPLANT | $200,000 |
| MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PC | BRENT FORESTER RESEARCH PROGRAM | $150,000 |
| MERRIMACK VALLEY HABITAT FOR HUMANITY | |||||||
| 60 ISLAND STREET 2ND FLOOR | LAWRENCE | MA | 01840 | NONE | PC | NEW HOMES FOR VETERANS | $15,000 |
| MERRIMACK VALLEY IMMIGRANT & ED CENTER | |||||||
| 439 S UNION STREET | LAWRENCE | MA | 01843 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| MERRIMACK VALLEY YMCA | |||||||
| 101 AMESBURY 4TH FLOOR | LAWRENCE | MA | 01840 | NONE | PC | YMCA MUSIC CLUBHOUSE PROGRAM | $2,500 |
| MERRIMACK VALLEY YMCA | |||||||
| 101 AMESBURY 4TH FLOOR | LAWRENCE | MA | 01840 | NONE | PC | RENOVATION & EXPANSION | $100,000 |
| NH ASSOCIATION FOR THE BLIND | |||||||
| 25 WALKER STREET | CONCORD | NH | 03301 | NONE | PC | NEW HAMPSHIRE THRIVES IN ROCKINGHAM COUNTY | $2,500 |
| NORTH ANDOVER HISTORICAL SOCIETY | |||||||
| 153 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | GENERAL OPERATING SUPPORT - EDUCATION | $1,200 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | NONE | PC | CORPORATE WORK STUDY PROGRAM AT AREA NONPROFITS | $10,000 |
| PHILLIPS ANDOVER ACADEMY | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | FOR THE ANDOVER BREAD LOAF PROGRAM | $2,500 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | PC | PREP@PINGREE AT PINGREE SCHOOL | $5,000 |
| PLUMMER HOME FOR BOYS INC | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PC | FOSTER CARE SUPPORT & EXPANSION | $15,000 |
| PROF CENTER FOR HANDICAPPED CHILDREN | |||||||
| 32 OSGOOD STREET | ANDOVER | MA | 01810 | NONE | PC | EARLY INTERVENTION EXPANSION PROJECT | $10,000 |
| SALEM STATE UNIVERSITY FOUNDATION INC | |||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | NONE | PC | UPWARD BOUND PROGRAM: LAWRENCE, MA TEENS AIM HIGH | $17,500 |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 021202108 | NONE | PC | SQUASHBUSTERS LAWRENCE: SQUASH AND ACADEMIC PROGRAM | $10,000 |
| 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 | DANVERS | MA | 01923 | NONE | PC | DIVERSITY INITIATIVE ENDOWMENT GROWTH | $30,000 |
| STRAIGHT AHEAD MINISTRIES INC | |||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | LAWRENCE YOUTH RE-ENTRY PROJECT | $10,000 |
| TEACH FOR AMERICA - MASSACHUSETTS REGION | |||||||
| PO BOX 398441 | SAN FRANCISCO | CA | 941398441 | NONE | PC | BUILDING EDUCATIONAL EQUITY IN LAWRENCE | $2,500 |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | NONE | PC | EQUINE ASSISTED ACTIVITIES FOR INDIVIDUALS WITH DISABILITIES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,044,400 | 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 | $193 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,619 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $651,504 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $651,504 | 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 | $3,077 | $0 | $3,077 |
| TAX PREPARATION | $4,400 | $0 | $4,400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | FMV | $16,083,131 | $16,083,131 |
| AETOS | FMV | $2,300,552 | $2,300,552 |
| DRAKE | FMV | $1,955,346 | $1,955,346 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,189 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $275,252 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $8,458 | $0 | $8,458 |
| INVESTMENT EXPENSES | $44,001 | $44,001 | $0 |
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