ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-29
- IRS object ID
- 201502109349100500
- Schema version
- 2014v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T07:58:37-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 CO GMA FOUNDATIONS INC | BusinessNameLine1Txt |
| 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 | 77 SUMMER STREET 8TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101017 | 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 | 2015-07-17 | 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 | 2015-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,138,639 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $337,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $337,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $441,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,120,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $441,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $779,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $779,564 | 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 | $9,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,676 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,391 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $176 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $176 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $866 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,109 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,104,224 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,104,224 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,204,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,125,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$424,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $710,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,687 | CashBOYAmt |
| Cash EOY | $46,506 | CashEOYAmt |
| Cash EOYFMV | $46,506 | CashEOYFMVAmt |
| Other Investments BOY | $22,461,493 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,092,133 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,092,133 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,466,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,138,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,138,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,466,180 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,138,639 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,466,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,138,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,466,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,138,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,466,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$424,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97,376 | OtherIncreasesAmt |
| Subtotal | $22,138,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,138,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK | P | $50,000 | $28,725 | $21,275 | $21,275 |
| ARTISAN FDS INC | P | $150,000 | $111,175 | $38,825 | $38,825 |
| HARBOR INTERNATIONAL FUND | P | $200,000 | $122,982 | $77,018 | $77,018 |
| VARGUARD TOTAL STOCK | P | $525,000 | $290,137 | $234,863 | $234,863 |
| VANGUARD TOTAL STOCK | P | $50,000 | $26,823 | $23,177 | $23,177 |
| PIMCO | P | $2,440,418 | $2,390,757 | $49,661 | $49,661 |
| PIMCO COMMODITY RR | P | $376,384 | $544,783 | -$168,399 | -$168,399 |
| VANGUARD TOTAL STOCK | P | $300,000 | $163,349 | $136,651 | $136,651 |
| VANGUARD INFLATION PROTECTED | P | $548 | $548 | $548 | |
| CAPITAL GAINS DIVIDENDS | P | $28,099 | $28,099 | $28,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $441,718 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,052,774 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,212,825 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049629 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $974,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,681,418 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,052,355 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,937,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052782 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $791,103 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,678,652 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042353 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $863,623 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,608,802 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051998 | DistributionYr5Rt |
| Total Distribution | 0.246283 | TotalDistributionRt |
| Average Distribution | 0.049257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,298,480 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,098,356 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,105,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,125,333 | 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 | $7,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,824 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $24,824 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,720 | OverpaymentAmt |
| Applied To ES Tax | $17,720 | 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 | 77 SUMMER STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (4 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 | ||||||||
| 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 |
| 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 | $22,577,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,638,051 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,638,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $339,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,298,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,114,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,114,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,104 | TotalTaxAmt |
| Distributable Before Adj | $1,107,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,107,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,107,820 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,125,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,125,333 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,104 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,118,229 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,107,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $826,944 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,125,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $826,944 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,389 | 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 | $809,431 | 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 | 77 SUMMER STREET 8TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | ||||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | 501C(3) | NEW HAMPSHIRE FAMILY CARE AND SUPPORT PROGRAM | $10,000 | |
| ANDOVER YOUTH FOUNDATION | ||||||||
| PO BOX 5051 | ANDOVER | MA | 01810 | NONE | 501C(3) | CORMIER YOUTH CENTER, YR. 2 OF 3 | $50,000 | |
| ANDOVER YOUTH FOUNDATION | ||||||||
| PO BOX 5051 | ANDOVER | MA | 01810 | NONE | 501C(3) | CORMIER YOUTH CENTER, YR. 3 OF 3 | $50,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | 501C(3) | 2014-2015 LAWRENCE SUMMIT PROJECT | $5,000 | |
| ASIAN CENTER OF MERRIMACK VALLEY INC | ||||||||
| ONE BALLARD WAY | LAWRENCE | MA | 01843 | NONE | 501C(3) | FAMILY LITERACY PROGRAM | $10,000 | |
| BEVERLY SCHOOL FOR THE DEAF | ||||||||
| 6 ECHO AVE | BEVERLY | MA | 01915 | NONE | 501C(3) | STUDENT SAFETY WITH TRAVERSE LIFT SYSTEMS | $5,795 | |
| BLESSED STEPHEN BELLESINI OSA ACADEMY | ||||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | NONE | 501C(3) | STUDENT SPONSORSHIP PROGRAM | $24,000 | |
| BOYS & GIRLS CLUB OF GREATER SALEM | ||||||||
| 3 GEREMONTY DR | SALEM | NH | 03079 | NONE | 501C(3) | BEFORE AND AFTER SCHOOL ENRICHMENT PROGRAM | $5,000 | |
| BREAD & ROSES HOUSING | ||||||||
| PO BOX 7 15 UNION STREET | LAWRENCE | MA | 01842 | NONE | 501C(3) | FAMILY ADVOCACY & SUPPORT PROGRAM | $10,000 | |
| BREAD AND ROSES | ||||||||
| 58 NEWBURY ST | LAWRENCE | MA | 01840 | NONE | 501C(3) | FEEDING AND CARING FOR THOSE IN NEED | $2,500 | |
| CARE DIMENSIONS INC | ||||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | NONE | 501C(3) | COMPASSION...THE CAMPAIGN FOR CARE DIMENSIONS | $50,000 | |
| CAREER RESOURCES CORPORATION | ||||||||
| 22 PARKRIDGE ROAD UNIT D | HAVERHILL | MA | 01835 | NONE | 501C(3) | DISABLED VETERANS EMPLOYMENT INITIATIVE | $2,500 | |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | 501C(3) | MONTAGNE PROJECT | $15,000 | |
| CHALLENGE UNLIMITED INC | ||||||||
| IRONSTONE FARM 450 LOWELL STREET | ANDOVER | MA | 01810 | NONE | 501C(3) | PROGRAM SUPPORT | $5,000 | |
| CLASS INC | ||||||||
| 1 PARKER STREET | LAWRENCE | MA | 01843 | NONE | 501C(3) | COMMUNITY INCLUSION & PHYSICAL FITNESS | $8,000 | |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03357 | NONE | 501C(3) | FINE AND PERFORMING ARTS CENTER | $15,000 | |
| COMMUNITIES TOGETHER | ||||||||
| P O BOX 428 276 ESSEX STREET | LAWRENCE | MA | 01842 | NONE | 501C(3) | CHAPLAIN PROGRAM | $5,000 | |
| ENDICOTT COLLEGE | ||||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | NONE | 501C(3) | KEYS TO DEGREES: EDUCATING TWO GENERATIONS | $20,000 | |
| ESPERANZA ACADEMY | ||||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | NONE | 501C(3) | SUMMER LEARNING PROGRAM (ESPERANZA'S 11TH MONTH) | $10,000 | |
| ESSEX ART CENTER | ||||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | NONE | 501C(3) | ART PROGRAMMING | $15,000 | |
| ESSEX COUNTY COMMUNITY FOUNDATION FBO LAWRENCE PUBLIC SCHOOLS | ||||||||
| 255 ESSEX ST | LAWRENCE | MA | 01840 | NONE | 501C(3) | ACCELERATION ACADEMIES | $20,000 | |
| FAMILY SERVICES INC | ||||||||
| MERRIMACK VALLEY 430 NORTH CANAL | LAWRENCE | MA | 01840 | NONE | 501C(3) | YOUTH MENTORING PROGRAM | $10,000 | STREET |
| GIRLS INC- LYNN | ||||||||
| 50 HIGH STREET LYNN MA 01902 | LYNN | MA | 01902 | NONE | 501C(3) | TEEN COLLEGE MENTORING | $10,000 | |
| GREATER LAWRENCE COMM BOATING PROG INC | ||||||||
| P O BOX 955 | LAWRENCE | MA | 01842 | NONE | 501C(3) | GENERAL OPERATING/YOUTH PROGRAM | $15,000 | |
| GROUNDWORK LAWRENCE | ||||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | NONE | 501C(3) | GWL YOUTH EDUCATION PROGRAM | $5,000 | |
| HEALING ABUSE WORKING FOR CHANGE INC | ||||||||
| 27 CONGRESS ST SUITE 201 | SALEM | MA | 01970 | NONE | 501C(3) | DOMESTIC VIOLENCE OUTREACH AND INTERVENTION | $10,000 | |
| HOOPS FOR HOPE | ||||||||
| 46 PORTER ROAD | ANDOVER | MA | 01810 | NONE | 501C(3) | RICK HARRISON PRESS BOX | $2,500 | |
| IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER | ||||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | NONE | 501C(3) | LAWRENCE YOUTH PROPELLED BY DYNAMIC CITY HISTORY | $2,500 | |
| JEANNE GEIGER CRISIS CENTER INC | ||||||||
| TWO HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | 501C(3) | JGCC CLINICAL SERVICES | $10,000 | |
| JERICHO ROAD LAWRENCE INC | ||||||||
| 190 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | NONE | 501C(3) | OPERATIONAL SUPPORT | $2,500 | |
| JOURNEYS OF HOPE INC | ||||||||
| PO BOX 937 | SALEM | MA | 01970 | NONE | 501C(3) | DAY AND OUTREACH PROGRAM | $7,500 | |
| JUSTICE RESOURCE INSTITUTE FBO MY LIFE MY CHOICE | ||||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | NONE | 501C(3) | SURVIVOR MENTORING & LEADERSHIP DEVEL. PROGRAM | $15,000 | |
| LAHEY CLINIC FOUNDATION INC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NONE | 501C(3) | MEDICAL SIMULATION TRAINING FOR IMPROVED PATIENT SAFETY | $150,000 | |
| LAWRENCE BOYS & GIRLS CLUBS INC | ||||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | NONE | 501C(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| LAWRENCE COMMUNITYWORKS INC | ||||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | NONE | 501C(3) | MOVEMENT CITY | $7,500 | |
| LAZARUS HOUSE INC | ||||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | NONE | 501C(3) | GENERAL OPERATIONS | $20,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY MASSACHUSETTS CHAPTER | ||||||||
| NINE ERIE | NATICK | MA | 01760 | NONE | 501C(3) | BEAT AML | $10,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | NONE | 501C(3) | YEAR 2 OF 5, CARA J. ROGERS ENDOWMENT | $200,000 | |
| MERRIMACK VALLEY HOSPICE | ||||||||
| 360 MERRIMACK ST BLDG 9 | LAWRENCE | MA | 01843 | NONE | 501C(3) | SUBSIDIZED CARE | $10,000 | |
| MERRIMACK VALLEY YMCA | ||||||||
| 101 AMESBURY ST 4TH FLOOR | LAWRENCE | MA | 01840 | NONE | 501C(3) | LAWRENCE MUSIC CLUBHOUSE- EXPANSION TO VIDEO PRODUCTION | $5,000 | |
| MERRIMACK VALLEY YMCA | ||||||||
| 101 AMESBURY ST 4TH FLOOR | LAWRENCE | MA | 01840 | NONE | 501C(3) | CAPITAL CAMPAIGN, YR. 3 OF 4 | $25,000 | |
| MERRIMACK VALLEY YMCA | ||||||||
| 101 AMESBURY ST 4TH FLOOR | LAWRENCE | MA | 01840 | NONE | 501C(3) | A/NA ANDOVER EXPANSION PROJECT | $25,000 | |
| NORTH ANDOVER HISTORICAL SOCIETY | ||||||||
| 153 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | NONE | 501C(3) | GENERAL OPERATING EDUCATIONAL SUPPORT | $1,200 | |
| NOTRE DAME CRISTO REY HIGH SCHOOL | ||||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | NONE | 501C(3) | CORPORATE WORK STUDY PROGRAM (CWSP) | $10,000 | |
| PARTNERS HEALTHCARE SYSTEMS INC FBO MCLEAN HOSPITAL | ||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | 501C(3) | BRENT FORESTER RESEARCH PROGRAM, YR. 2 OF 2 | $84,729 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | 501C(3) | ANDOVER BREAD LOAF PROGRAM | $2,500 | |
| PINGREE SCHOOL | ||||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | 501C(3) | PREP@PINGREE | $5,000 | |
| PLUMMER HOME FOR BOYS INC | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | 501C(3) | ON POINT PROGRAM | $15,000 | |
| PLYMOUTH PHILHARMONIC | ||||||||
| 16 COURT STREET P O BOX 3174 | PLYMOUTH | MA | 02061 | NONE | 501C(3) | MUSIC EDUCATION PROGRAMS | $20,000 | |
| SALEM STATE UNIVERSITY FOUNDATION INC | ||||||||
| 352 LAFAYETTE ST | SALEM | MA | 01970 | NONE | 501C(3) | BUILDING ON THE SUCCESS OF SSU'S UPWARD BOUND PROGRAM | $10,500 | |
| SQUASHBUSTERS INC | ||||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 021202108 | NONE | 501C(3) | LAWRENCE PROJECT | $10,000 | |
| ST JOHN'S PREPARATORY SCHOOL | ||||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | NONE | 501C(3) | PARTNERSHIP WITH BELLESINI ACADEMY | $25,000 | |
| THE BOB WALLACK COMMUNITY JOURNALISM FUND | ||||||||
| NENPA 370 COMMON ST | DEDHAM | MA | 02026 | NONE | 501C(3) | GENERAL OPERATIONS | $2,500 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | ||||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | NONE | 501C(3) | THERAPEUTIC RIDING PROGRAM | $15,000 | |
| YWCA OF GREATER LAWRENCE | ||||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | NONE | 501C(3) | YWCA WOMEN'S HEALTH ADVOCACY PROJECT | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,104,224 | 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 | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $337,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $779,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $779,564 | 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 | $5,376 | $0 | $5,376 |
| TAX PREPARATION | $4,300 | $0 | $4,300 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | FMV | $17,382,553 | $17,382,553 |
| AETOS | FMV | $2,777,473 | $2,777,473 |
| DRAKE | FMV | $1,932,107 | $1,932,107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $866 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $866 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $97,376 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $10,391 | $0 | $10,391 |
| INVESTMENT EXPENSES | $69,148 | $69,148 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments