2015-07-29T07:58:37-05:00 2014-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990PF 2014-01-01 046063152 ROGERS FAMILY FOUNDATION CO GMA FOUNDATIONS INC ROGE 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101017 AMY ROGERS DITTRICH TRUSTEE, PART-TIME 9784656100 2015-07-17 1 THOMAS WASHBURN CPA P00537319 5083669100 2015-07-01 2014 2016-02-25 16:41:14Z X 22138639 X X 48 48 337798 337798 441718 4120449 441718 779564 779564 0 0 0 9676 0 9676 79539 69148 10391 10000 0 0 176 0 176 866 0 866 100257 69148 21109 1104224 1104224 1204481 69148 1125333 -424917 710416 4687 46506 46506 22461493 22092133 22092133 22466180 22138639 22138639 0 0 X 22466180 22138639 22466180 22138639 22466180 22138639 22466180 -424917 97376 22138639 0 22138639 VANGUARD TOTAL STOCK P 50000 28725 21275 21275 ARTISAN FDS INC P 150000 111175 38825 38825 HARBOR INTERNATIONAL FUND P 200000 122982 77018 77018 VARGUARD TOTAL STOCK P 525000 290137 234863 234863 VANGUARD TOTAL STOCK P 50000 26823 23177 23177 PIMCO P 2440418 2390757 49661 49661 PIMCO COMMODITY RR P 376384 544783 -168399 -168399 VANGUARD TOTAL STOCK P 300000 163349 136651 136651 VANGUARD INFLATION PROTECTED P 548 548 548 CAPITAL GAINS DIVIDENDS P 28099 28099 28099 441718 0 1052774 21212825 0.049629 974650 19681418 0.049521 1052355 19937657 0.052782 791103 18678652 0.042353 863623 16608802 0.051998 0.246283 0.049257 22298480 1098356 7104 1105460 1125333 X 7104 0 7104 0 7104 18824 6000 24824 17720 17720 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 NONE 0 NONE 0 0 22577982 60069 0 22638051 0 0 22638051 339571 22298480 1114924 1114924 7104 7104 1107820 0 1107820 0 1107820 1125333 0 1125333 7104 1118229 1107820 826944 0 0 1125333 826944 0 0 298389 0 0 0 0 0 0 0 0 809431 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. ALZHEIMER'S ASSOCIATION MANH CHAPTER 480 PLEASANT STREET WATERTOWN MA 02472 NONE 501C(3) NEW HAMPSHIRE FAMILY CARE AND SUPPORT PROGRAM 10000 ANDOVER YOUTH FOUNDATION PO BOX 5051 ANDOVER MA 01810 NONE 501C(3) CORMIER YOUTH CENTER, YR. 2 OF 3 50000 ANDOVER YOUTH FOUNDATION PO BOX 5051 ANDOVER MA 01810 NONE 501C(3) CORMIER YOUTH CENTER, YR. 3 OF 3 50000 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE 501C(3) 2014-2015 LAWRENCE SUMMIT PROJECT 5000 ASIAN CENTER OF MERRIMACK VALLEY INC ONE BALLARD WAY LAWRENCE MA 01843 NONE 501C(3) FAMILY LITERACY PROGRAM 10000 BEVERLY SCHOOL FOR THE DEAF 6 ECHO AVE BEVERLY MA 01915 NONE 501C(3) STUDENT SAFETY WITH TRAVERSE LIFT SYSTEMS 5795 BLESSED STEPHEN BELLESINI OSA ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 NONE 501C(3) STUDENT SPONSORSHIP PROGRAM 24000 BOYS & GIRLS CLUB OF GREATER SALEM 3 GEREMONTY DR SALEM NH 03079 NONE 501C(3) BEFORE AND AFTER SCHOOL ENRICHMENT PROGRAM 5000 BREAD & ROSES HOUSING PO BOX 7 15 UNION STREET LAWRENCE MA 01842 NONE 501C(3) FAMILY ADVOCACY & SUPPORT PROGRAM 10000 BREAD AND ROSES 58 NEWBURY ST 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) COMPASSION...THE CAMPAIGN FOR CARE DIMENSIONS 50000 CAREER RESOURCES CORPORATION 22 PARKRIDGE ROAD UNIT D HAVERHILL MA 01835 NONE 501C(3) DISABLED VETERANS EMPLOYMENT INITIATIVE 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 5000 CLASS INC 1 PARKER STREET LAWRENCE MA 01843 NONE 501C(3) COMMUNITY INCLUSION & PHYSICAL FITNESS 8000 COLBY-SAWYER COLLEGE 541 MAIN STREET NEW LONDON NH 03357 NONE 501C(3) FINE AND PERFORMING ARTS CENTER 15000 COMMUNITIES TOGETHER P O BOX 428 276 ESSEX STREET LAWRENCE MA 01842 NONE 501C(3) CHAPLAIN PROGRAM 5000 ENDICOTT COLLEGE 376 HALE STREET BEVERLY MA 01915 NONE 501C(3) KEYS TO DEGREES: EDUCATING TWO GENERATIONS 20000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE 501C(3) SUMMER LEARNING PROGRAM (ESPERANZA'S 11TH MONTH) 10000 ESSEX ART CENTER 56 ISLAND STREET LAWRENCE MA 01840 NONE 501C(3) ART PROGRAMMING 15000 ESSEX COUNTY COMMUNITY FOUNDATION FBO LAWRENCE PUBLIC SCHOOLS 255 ESSEX ST LAWRENCE MA 01840 NONE 501C(3) ACCELERATION ACADEMIES 20000 FAMILY SERVICES INC MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE 501C(3) YOUTH MENTORING PROGRAM 10000 GIRLS INC- LYNN 50 HIGH STREET LYNN MA 01902 LYNN MA 01902 NONE 501C(3) TEEN COLLEGE MENTORING 10000 GREATER LAWRENCE COMM BOATING PROG INC P O BOX 955 LAWRENCE MA 01842 NONE 501C(3) GENERAL OPERATING/YOUTH PROGRAM 15000 GROUNDWORK LAWRENCE 60 ISLAND STREET LAWRENCE MA 01840 NONE 501C(3) GWL YOUTH EDUCATION PROGRAM 5000 HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS ST SUITE 201 SALEM MA 01970 NONE 501C(3) DOMESTIC VIOLENCE OUTREACH AND INTERVENTION 10000 HOOPS FOR HOPE 46 PORTER ROAD ANDOVER MA 01810 NONE 501C(3) RICK HARRISON PRESS BOX 2500 IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE 501C(3) LAWRENCE YOUTH PROPELLED BY DYNAMIC CITY HISTORY 2500 JEANNE GEIGER CRISIS CENTER INC TWO HARRIS STREET NEWBURYPORT MA 01950 NONE 501C(3) JGCC CLINICAL SERVICES 10000 JERICHO ROAD LAWRENCE INC 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE 501C(3) OPERATIONAL SUPPORT 2500 JOURNEYS OF HOPE INC PO BOX 937 SALEM MA 01970 NONE 501C(3) DAY AND OUTREACH PROGRAM 7500 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) GENERAL OPERATING SUPPORT 15000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 NONE 501C(3) MOVEMENT CITY 7500 LAZARUS HOUSE INC 48 HOLY STREET PO BOX 408 LAWRENCE MA 01842 NONE 501C(3) GENERAL OPERATIONS 20000 LEUKEMIA AND LYMPHOMA SOCIETY MASSACHUSETTS CHAPTER NINE ERIE NATICK MA 01760 NONE 501C(3) BEAT AML 10000 MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE STREET SUITE 600 BOSTON MA 02114 NONE 501C(3) YEAR 2 OF 5, CARA J. ROGERS ENDOWMENT 200000 MERRIMACK VALLEY HOSPICE 360 MERRIMACK ST BLDG 9 LAWRENCE MA 01843 NONE 501C(3) SUBSIDIZED CARE 10000 MERRIMACK VALLEY YMCA 101 AMESBURY ST 4TH FLOOR LAWRENCE MA 01840 NONE 501C(3) LAWRENCE MUSIC CLUBHOUSE- EXPANSION TO VIDEO PRODUCTION 5000 MERRIMACK VALLEY YMCA 101 AMESBURY ST 4TH FLOOR LAWRENCE MA 01840 NONE 501C(3) CAPITAL CAMPAIGN, YR. 3 OF 4 25000 MERRIMACK VALLEY YMCA 101 AMESBURY ST 4TH FLOOR LAWRENCE MA 01840 NONE 501C(3) A/NA ANDOVER EXPANSION PROJECT 25000 NORTH ANDOVER HISTORICAL SOCIETY 153 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE 501C(3) GENERAL OPERATING EDUCATIONAL SUPPORT 1200 NOTRE DAME CRISTO REY HIGH SCHOOL 303 HAVERHILL STREET LAWRENCE MA 01840 NONE 501C(3) CORPORATE WORK STUDY PROGRAM (CWSP) 10000 PARTNERS HEALTHCARE SYSTEMS INC FBO MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 NONE 501C(3) BRENT FORESTER RESEARCH PROGRAM, YR. 2 OF 2 84729 TRUSTEES OF PHILLIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 NONE 501C(3) ANDOVER BREAD LOAF PROGRAM 2500 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 NONE 501C(3) PREP@PINGREE 5000 PLUMMER HOME FOR BOYS INC 37 WINTER ISLAND ROAD SALEM MA 01970 NONE 501C(3) ON POINT PROGRAM 15000 PLYMOUTH PHILHARMONIC 16 COURT STREET P O BOX 3174 PLYMOUTH MA 02061 NONE 501C(3) MUSIC EDUCATION PROGRAMS 20000 SALEM STATE UNIVERSITY FOUNDATION INC 352 LAFAYETTE ST SALEM MA 01970 NONE 501C(3) BUILDING ON THE SUCCESS OF SSU'S UPWARD BOUND PROGRAM 10500 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 25000 THE BOB WALLACK COMMUNITY JOURNALISM FUND NENPA 370 COMMON ST DEDHAM MA 02026 NONE 501C(3) GENERAL OPERATIONS 2500 WINDRUSH FARM THERAPEUTIC EQUITATION INC 479 LACY STREET NORTH ANDOVER MA 01845 NONE 501C(3) THERAPEUTIC RIDING PROGRAM 15000 YWCA OF GREATER LAWRENCE 38 LAWRENCE STREET LAWRENCE MA 01840 NONE 501C(3) YWCA WOMEN'S HEALTH ADVOCACY PROJECT 7500 1104224 0 14 48 14 337798 14 441718 0 779564 0 779564 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5376 0 5376 TAX PREPARATION 4300 0 4300 MUTUAL FUND FMV 17382553 17382553 AETOS FMV 2777473 2777473 DRAKE FMV 1932107 1932107 MISCELLANEOUS OFFICE EXPENSE 866 0 866 UNREALIZED GAINS 97376 ADMINISTRATIVE FEES 10391 0 10391 INVESTMENT EXPENSES 69148 69148 0 EXCISE TAXES 10000 0 0