2016-07-29T10:09:44-05:00 2015-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990PF 2015-01-01 046063152 ROGERS FAMILY FOUNDATION C/O GMA FOUNDATIONS INC ROGE 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101017 AMY ROGERS DITTRICH TRUSTEE, PART-TIME 9784656100 2016-07-18 1 THOMAS WASHBURN CPA P00537319 5083669100 2016-07-14 2015 2016-12-15 16:53:06Z X 20549788 X X 46 46 284368 284368 604570 1239380 604570 888984 888984 0 0 0 1400 0 1400 8860 0 8860 61552 55836 5716 9560 0 0 175 0 175 3456 0 3456 85003 55836 19607 1090515 1090515 1175518 55836 1110122 -286534 833148 46506 57078 57078 22092133 20492710 20492710 22138639 20549788 20549788 0 0 X 22138639 20549788 22138639 20549788 22138639 20549788 22138639 -286534 0 21852105 1302317 20549788 VANGUARD INFLATION PROTECTED P 48 48 48 VANGUARD TOTAL BOND MARKET P 407 407 407 VANGUARD TOTAL BOND MARKET P 339 339 339 VANGUARD TOTAL BOND MARKET P 1611 1611 1611 VANGUARD TOTAL BOND MARKET P 644 646 -2 -2 VANGUARD TOTAL STOCK MARKET P 650000 330647 319353 319353 ARTISAN INTERNATIONAL FUND P 150000 105880 44120 44120 LAUDUS MONDRIAN INTERNATIONAL P 12438 12438 12438 HARBOR INTERNATIONAL FUND P 48893 48893 48893 VANGUARD TOTAL STOCK MARKET P 375000 197637 177363 177363 604570 0 1118229 22298480 0.050148 1052774 21212825 0.049629 974650 19681418 0.049521 1052355 19937657 0.052782 791103 18678652 0.042353 0.244433 0.048887 21424816 1047395 8331 1055726 1110122 X 8331 0 8331 0 8331 21280 21280 12949 12949 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 77 SUMMER STREET BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMY ROGERS DITTRICH 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 TRUSTEE, PART-TIME 1.00 0 0 0 DEBORAH ROGERS PRATT 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 TRUSTEE, PART-TIME 1.00 0 0 0 T TYLER DITTRICH 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 TRUSTEE, PART-TIME 1.00 0 0 0 KATHRYN DOHERTY 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 TRUSTEE, PART-TIME 1.00 0 0 0 JAMES F SCULLY JR 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 TRUSTEE, PART-TIME 1.00 0 0 0 SARAH H ROGERS 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 TRUSTEE, PART-TIME 1.00 0 0 0 NONE 0 NONE 0 0 21597450 153632 0 21751082 0 0 21751082 326266 21424816 1071241 1071241 8331 8331 1062910 0 1062910 0 1062910 1110122 0 1110122 8331 1101791 1062910 809431 0 0 1110122 809431 0 0 300691 0 0 0 0 0 0 0 0 762219 0 0 0 X GMA FOUNDATIONS INC 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 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. APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE 501C(3) YOUTH OPPORTUNITIES PROGRAM LAWRENCE SUMMIT SITE 10000 BEVERLY SCHOOL FOR THE DEAF 6 ECHO AVE BEVERLY MA 01915 NONE 501C(3) ENHANCED PHYSICAL EXERCISE PROGRAM FOR ALL STUDENTS 5815 BLESSED STEPHEN BELLESINI OSA ACADEMY POBOX 1021 LAWRENCE MA 01842 NONE 501C(3) STUDENT SCHOLARSHIP PROGRAM 36000 BOYS & GIRLS CLUB OF GREATER SALEM 3 GEREMONTY DR SALEM NH 03079 NONE 501C(3) ELEMENTARY OUTREACH PROGRAM/SOULE SCHOOL 5000 BREAD & ROSES HOUSING PO BOX 7 15 UNION STREET LAWRENCE MA 01842 NONE 501C(3) FAMILY ADVOCACY & SUPPORT PROGRAM 10000 BREAD AND ROSES INC 58 NEWBURY STREET LAWRENCE MA 01840 NONE 501C(3) FEEDING AND CARING FOR THOSE IN NEED 2500 CARE DIMENSIONS INC 75 SYLVAN STREET SUITE B-102 DANVERS MA 01923 NONE 501C(3) OPERATING 15000 CAREER RESOURCES CORPORATION 22 PARKRIDGE ROAD UNIT D HAVERHILL MA 01835 NONE 501C(3) VETERANS WITH DISABILITIES EMPLOYMENT PROGRAM 5000 CATHOLIC CHAR BUREAU OF ARCH OF BOSTON 51 SLEEPER STREET BOSTON MA 02210 NONE 501C(3) MY LOVING PARENTS 2500 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 NONE 501C(3) MONTAGNE PROJECT 15000 CHALLENGE UNLIMITED INC IRONSTONE FARM 450 LOWELL STREET ANDOVER MA 01810 NONE 501C(3) PROGRAM SUPPORT 10000 COMMUNITY CAREGIVERS OF DERRY NH 58 EAST BROADWAY DERRY NH 03038 NONE 501C(3) VOLUNTEER CARE GIVING PROGRAM 2500 ENDICOTT COLLEGE 376 HALE STREET BEVERLY MA 01915 NONE 501C(3) KEYS TO DEGREES: EDUCATING TWO GENERATIONS TOGETHER 30000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE 501C(3) GRADUATE SUPPORT PROGRAM 10000 ESSEX ART CENTER 56 ISLAND STREET LAWRENCE MA 01840 NONE 501C(3) ESSEX ART CENTER PROGRAMMING 15000 ESSEX COUNTY COMMUNITY FOUNDATION FBO LAWRENCE PUBLIC SCHOOLS 255 ESSEX ST LAWRENCE MA 01840 NONE 501C(3) ACCELERATION ACADEMIES 10000 FAMILY SERVICES INC MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE 501C(3) YOUTH MENTORING PROGRAM 10000 GREATER LAWRENCE COMM BOATING PROG INC PO BOX 955 1 EATON STREET LAWRENCE MA 01843 NONE 501C(3) GENERAL OPERATING/YOUTH PROGRAM 15000 GROUNDWORK LAWRENCE 60 ISLAND STREET LAWRENCE MA 01840 NONE 501C(3) GROUNDWORK LAWRENCE YOUTH PROGRAM 5000 HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS ST SUITE 201 SALEM MA 01970 NONE 501C(3) DOMESTIC VIOLENCE SERVICES AND COMMUNITY EDUCATION 10000 HENRY C NEVINS HOME INC 10 INGALLS COURT METHUEN MA 01844 NONE 501C(3) NEVINS SPECIAL CARE OUTDOOR SPACE 10000 IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE 501C(3) LAWRENCE STUDENT WRITER'S WORKSHOP: ANDOVER BREADLOAF 2500 JEANNE GEIGER CRISIS CENTER INC 2 HARRIS STREET NEWBURYPORT MA 01950 NONE 501C(3) JGCC COMMUNITY BASED SERVICES 10000 JERICHO ROAD LAWRENCE INC 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE 501C(3) JERICHO ROAD LAWRENCE GENERAL OPERATIONS 5000 JUSTICE RESOURCE INSTITUTE FBO MY LIFE MY CHOICE 160 GOULD STREET SUITE 300 NEEDHAM MA 02494 NONE 501C(3) SURVIVOR MENTORING & LEADERSHIP DEVEL. PROGRAM 15000 LAHEY CLINIC FOUNDATION INC 41 MALL ROAD BURLINGTON MA 01805 NONE 501C(3) MEDICAL SIMULATION TRAINING FOR IMPROVED PATIENT SAFETY 150000 LAWRENCE BOYS & GIRLS CLUBS INC 136 WATER STREET LAWRENCE MA 01841 NONE 501C(3) OPERATING REQUEST 10000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 NONE 501C(3) MOVEMENT CITY YOUTH NETWORK 5000 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 NONE 501C(3) A LEGACY OF CARING - LAWRENCE GENERAL'S LARGEST EXP. (YEAR 1 OF 7) 35000 LAZARUS HOUSE INC 48 HOLY STREET PO BOX 408 LAWRENCE MA 01842 NONE 501C(3) FOR GENERAL OPERATIONS 20000 LEUKEMIA AND LYMPHOMA SOCIETY MASSACHUSETTS CHAPTER 9 ERIE DRIVE NATICK MA 01760 NONE 501C(3) BEAT AML 10000 MARY IMMACULATE HEALTHCARE SERVICES 172 LAWRENCE STREET LAWRENCE MA 01841 NONE 501C(3) TRANQUILITY PROJECT 2500 MASSACHUSETTS GENERAL HOSPITAL 100 CAMBRIDGE STREET SUITE 1310 BOSTON MA 02445 NONE 501C(3) YEAR 3 OF 5, CARA J. ROGERS ENDOWMENT 200000 MERRIMACK VALLEY HOSPICE 360 MERRIMACK ST BLDG 9 LAWRENCE MA 01843 NONE 501C(3) END-OF-LIFE CARE FOR ALL 10000 MERRIMACK VALLEY IMMIGRANT & ED CENTER 439 S UNION STREET LAWRENCE MA 01843 NONE 501C(3) MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER 10000 MERRIMACK VALLEY YMCA 101 AMESBURY ST 4TH FLOOR LAWRENCE MA 01840 NONE 501C(3) LAWRENCE MUSIC CLUBHOUSE 5000 MERRIMACK VALLEY YMCA 101 AMESBURY ST 4TH FLOOR LAWRENCE MA 01840 NONE 501C(3) MERRIMACK VALLEY YMCA - RENOVATION AND EXPANSION (YEAR 1 OF 3) 50000 NETWORK FOR TEACHING ENTREPRENEURSHIP 231 FOREST STREET WOODLAND HILL BUILDING 4 BABSON PARK MA 02457 NONE 501C(3) ENTREPRENEURSHIP EDUCATION INITIATIVE 5000 NEW HAMPSHIRE CATHOLIC CHARITIES 215 MYRTLE ST MANCHESTER NH 031044354 NONE 501C(3) HUNGER RELIEF IN SOUTHEASTERN NEW HAMPSHIRE 2500 NEW HAMPSHIRE CHILDREN'S TRUST 10 FERRY STREET SUITE 315 CONCORD NH 03301 NONE 501C(3) STRENGTHENING FAMILIES FRAMEWORK TRAINING 2500 NORTH ANDOVER HISTORICAL SOCIETY 153 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE 501C(3) GENERAL OPERATING SUPPORT - EDUCATION 1200 NOTRE DAME HIGH SCHOOL 303 HAVERHILL STREET LAWRENCE MA 01840 NONE 501C(3) CORPORATE WORK STUDY PROGRAM AT AREA NONPROFITS 10000 PARTNERS HEALTHCARE SYSTEMS INC FBO MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 NONE 501C(3) BRENT FORESTER RESEARCH PROGRAM 150000 PHILLIPS ANDOVER ACADEMY 180 MAIN STREET ANDOVER MA 01810 NONE 501C(3) FOR THE ANDOVER BREAD LOAF PROGRAM 2500 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 NONE 501C(3) PREP@PINGREE AT PINGREE SCHOOL 5000 PLUMMER HOME FOR BOYS INC 37 WINTER ISLAND ROAD SALEM MA 01970 NONE 501C(3) EVALUATION & ASSESSMENT CAPACITY- BUILDING PROJECT 15000 SALEM STATE UNIVERSITY FOUNDATION INC 352 LAFAYETTE ST SALEM MA 01970 NONE 501C(3) STUDENT SUCCESS INITIATIVES FOR LAWRENCE TEENS THROUGH UPWARD BOUND 15000 SELF ESTEEM BOSTON EDUC INSTITUTE PO BOX 301155 JAMAICA PLAIN MA 02130 NONE 501C(3) BUILDING SKILLS FOR SUCCESS 2500 SQUASHBUSTERS INC 795 COLUMBUS AVENUE ROXBURY CROSSING MA 021202108 NONE 501C(3) LAWRENCE PROJECT 10000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS MA 01923 NONE 501C(3) PARTNERSHIP WITH BELLESINI ACADEMY YEAR 2 OF 4 25000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS MA 01923 NONE 501C(3) RFF ENDOWMENT FUND FOR LAWRENCE/BELLESINI STUDENTS (YEAR 1 OF 5) 30000 STRAIGHT AHEAD MINISTRIES INC 791 MAIN STREET WORCESTER MA 01610 NONE 501C(3) LAWRENCE YOUTH RE-ENTRY PROGRAM (YRP) 10000 TEACH FOR AMERICA - GREATER BOSTON 60 CANAL STREET FIFTH FLOOR BOSTON MA 02114 NONE 501C(3) HARNESSING MOMENTUM FOR EDUCATIONAL EQUITY 5000 UASPIRE 31 MILK STREET SUITE 900 BOSTON MA 02109 NONE 501C(3) LAWRENCE COLLEGE AFFORDABILITY ADVISING 10000 WINDRUSH FARM THERAPEUTIC EQUITATION INC 479 LACY STREET NORTH ANDOVER MA 01845 NONE 501C(3) THERAPEUTIC RIDING PROGRAM 15000 1090515 0 14 46 14 284368 14 604570 0 888984 0 888984 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4560 0 4560 TAX PREPARATION 4300 0 4300 MUTUAL FUND FMV 15662488 15662488 AETOS FMV 2783935 2783935 DRAKE FMV 2046287 2046287 LEGAL FEES 1400 0 1400 UNREALIZED LOSSES 1302317 MISCELLANEOUS OFFICE EXPENSE 3456 0 3456 ADMINISTRATIVE FEES 5716 0 5716 INVESTMENT EXPENSES 55836 55836 0 EXCISE TAXES 9560 0 0