ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-07
- IRS object ID
- 201422199349100622
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-07T15:14:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY ROGERS DITTRICH | PersonNm |
| Person Title | TRUSTEE, PART-TIME | PersonTitleTxt |
| Phone | 9784656100 | PhoneNum |
| Signature | 2014-07-31 | 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 | 2014-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,466,180 | 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 | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $359,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $359,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $528,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,001,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $528,929 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $685 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $888,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $888,001 | 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 |
| Legal Fees Rev And Expnss | $1,033 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,033 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,520 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,568 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,803 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $156 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,245 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,040,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,040,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,127,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,060,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$239,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $821,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198,223 | CashBOYAmt |
| Cash EOY | $4,687 | CashEOYAmt |
| Cash EOYFMV | $4,687 | CashEOYFMVAmt |
| Other Investments BOY | $20,283,547 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,461,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,461,493 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,481,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,466,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,466,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,481,770 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,466,180 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,481,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,466,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,481,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,466,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,481,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$239,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,223,475 | OtherIncreasesAmt |
| Subtotal | $22,466,180 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,466,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SSGA FUNDS | 2012-09-14 | 2013-01-10 | $941,087 | $941,087 | $0 | $0 |
| ARTISAN FUNDS INC | 2011-01-04 | 2013-06-11 | $550,000 | $477,816 | $72,184 | $72,184 |
| HARBOR INTERNATIONAL FUND | 2001-09-27 | 2013-03-28 | $450,000 | $319,312 | $130,688 | $130,688 |
| PIMCO TOTAL RETURN FUND | 2007-04-13 | 2013-06-11 | $200,000 | $194,767 | $5,233 | $5,233 |
| VANGUARD TOTAL STOCK MARKET IND | 2010-08-31 | 2013-06-11 | $525,000 | $339,935 | $185,065 | $185,065 |
| VANGUARD TOTAL STOCK MARKET IND | 2010-08-31 | 2013-11-04 | $335,000 | $199,241 | $135,759 | $135,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $528,929 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $974,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,681,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049521 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,052,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,937,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052782 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $791,103 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,678,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042353 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $863,623 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,608,802 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051998 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $924,893 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,100,051 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046014 | DistributionYr5Rt |
| Total Distribution | 0.242668 | TotalDistributionRt |
| Average Distribution | 0.048534 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,212,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,029,543 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,037,755 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,060,986 | 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 | $8,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,036 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,036 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,824 | OverpaymentAmt |
| Applied To ES Tax | $8,824 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $21,491,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,535,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,535,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,212,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,060,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,060,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,212 | TotalTaxAmt |
| Distributable Before Adj | $1,052,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,052,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,052,429 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,060,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,060,986 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,212 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,052,774 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,052,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $835,501 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,060,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $835,501 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,485 | 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 | $826,944 | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | |||||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | 501C(3) | EARLY STAGE EMPOWERMENT PROJECT | $20,000 | |
| ANDOVER YOUTH FOUNDATION | |||||||
| PO BOX 5051 | ANDOVER | MA | 01810 | 501C(3) | FOR 3 YEARS, CAPITAL CAMPAIGN | $50,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | 501C(3) | FOR 2013-14 LAWRENCE SUMMIT PROJECT | $5,000 | |
| BELLESINI ACADEMY | |||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR SCHOLARSHIPS PROGRAM | $22,000 | |
| BOYS & GIRLS CLUB OF GREATER SALEM | |||||||
| 3 GEREMONTY DR | SALEM | NH | 03079 | 501C(3) | MORE MEMBERS MORE OFTEN | $10,000 | |
| BOYS & GIRLS CLUB OF LAWRENCE | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | 501C(3) | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| BREAD & ROSES HOUSING | |||||||
| PO BOX 7 15 UNION STREET | LAWRENCE | MA | 01842 | 501C(3) | FOR FAMILY SUPPORT & ADVOCACY PROGRAM | $5,000 | |
| CCAB | |||||||
| ARCHDIOCESE OF BOSTON INC 51 | BOSTON | MA | 02210 | 501C(3) | EDUCATION & TRAINING SERVICES AT CATHOLIC CHARITIES NORTH | $2,500 | SLEEPER ST |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | 501C(3) | FOR MONTAGNE SCHOLARSHIPS | $15,000 | |
| CLASS INC | |||||||
| 1 PARKER STREET | LAWRENCE | MA | 01843 | 501C(3) | FOR COMMUNITY INCLUSION/HYDROPONIC GREENHOUSE | $10,000 | |
| COMMUNITIES TOGETHER | |||||||
| P O BOX 428 276 ESSEX STREET | LAWRENCE | MA | 01842 | 501C(3) | FOR CHAPLAIN PROGRAM | $5,000 | |
| ENDICOTT COLLEGE | |||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | 501C(3) | FOR KEYS TO DEGREES: EDUCATING TWO GENERATIONS | $20,000 | |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR SUMMER ENRICHMENT PROGRAM | $10,000 | |
| ESSEX ART CENTER | |||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR AFTER SCHOOL ARTS PROGRAM | $15,000 | |
| FAMILY SERVICES INC | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR YOUTH MENTORING PROGRAM | $7,500 | |
| GIRLS INC- HAVERHILL | |||||||
| 7 WILLIAM STREET | HAVERHILL | MA | 01830 | 501C(3) | SMART DAYS PROGRAM | $10,000 | |
| GIRLS INC- LYNN | |||||||
| 50 HIGH STREET | LYNN | MA | 01902 | 501C(3) | FOR TEEN COLLEGE MENTORING | $10,000 | |
| GREATER LAWRENCE COMM BOATING PROG INC | |||||||
| BOATING PROGRAM INC P O BOX 955 | LAWRENCE | MA | 01842 | 501C(3) | FOR GENERAL OPERATING/YOUTH PROGRAM | $10,000 | |
| GROUNDWORK LAWRENCE | |||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | 501C(3) | GWL YOUTH EDUCATION PROGRAM | $5,000 | |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS ST STE 201 | SALEM | MA | 01970 | 501C(3) | FOR DOMESTIC VIOLENCE PREVENTION | $7,500 | |
| HOME HEALTH VNA | |||||||
| F/B/O MERRIMACK VALLEY HOSPICE 360 | LAWRENCE | MA | 01843 | 501C(3) | FOR MERRIMACK VALLEY HOSPICE HOUSE EXPANSION, FINAL PAYMENT | $75,000 | MERRIMACK STREET BLDG 9 |
| HOSPICE OF THE NORTH SHORE | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | 501C(3) | FOR GENERAL OPERATIONS | $10,000 | |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| TWO HARRIS STREET | NEWBURYPORT | MA | 01950 | 501C(3) | FOR GENERAL OPERATIONS | $10,000 | |
| JERICHO ROAD LAWRENCE INC | |||||||
| 3 GREAT POND ROAD OLD CENTER HALL | ANDOVER | MA | 01845 | 501C(3) | FOR OPERATIONAL SUPPORT | $5,000 | NORTH |
| JOURNEYS OF HOPE INC | |||||||
| PO BOX 937 | SALEM | MA | 01970 | 501C(3) | FOR GENERAL OPERATIONS | $7,500 | |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | 501C(3) | FOR THE SURVIVOR MENTORING PROGRAM | $10,000 | |
| LAWRENCE COMMUNITYWORKS INC | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | 501C(3) | FOR YOUTH PROGRAM | $5,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | 501C(3) | CAPITAL CAMPAIGN FOR DIGNITY, YR 2 OF 3 | $85,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | 501C(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | 501C(3) | CAPITAL CAMPAIGN, FINAL PAYMENT 3-YEAR GRANT (EARLY PAYMENT) | $80,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | 501C(3) | BALANCE DUE TO REACH $255,000 | $5,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| MASSACHUSETTS CHAPTER NINE ERIE | NATICK | MA | 01760 | 501C(3) | FOR STEM CELL TRANSPLANT RESEARCH | $10,000 | DRIVE |
| MASS GENERAL HOSPITAL CANCER CENTER | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | 501C(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | 501C(3) | YEAR 3 OF 3 | $50,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | 501C(3) | YEAR 1 OF 5, CARA ROGERS ENDOWMENT | $200,000 | |
| MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 501C(3) | YEAR 1 OF 2, BRENT FORESTER RESEARCH PROGRAM | $84,729 | |
| MERRIMACK VALLEY YMCA | |||||||
| 101 AMESBURY ST 4TH FLOOR | LAWRENCE | MA | 01840 | 501C(3) | ANDOVER/NO. ANDOVER CAPITAL CAMPAIGN EXPANSION YR 2 OF 4 | $25,000 | |
| MERRIMACK VALLEY YMCA | |||||||
| 101 AMESBURY ST 4TH FLOOR | LAWRENCE | MA | 01840 | 501C(3) | FOR LAWRENCE MUSIC CLUBHOUSE | $5,000 | |
| NEW HAMPSHIRE CATHOLIC CHARITIES | |||||||
| 215 MYRTLE ST | MANCHESTER | NH | 03104 | 501C(3) | THANKSGIVING TURKEYS FOR LOW-INCOME FAMILIES | $5,000 | |
| NORTH ANDOVER HISTORICAL SOCIETY | |||||||
| 153 ACADEMY ROAD NORTH | ANDOVER | MA | 01845 | 501C(3) | FOR GENERAL OPERATIONS | $1,000 | |
| NOTRE DAME HIGH SCHOOL | |||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR EARLY COLLEGE PROGRAM | $10,000 | |
| PHILLIPS ANDOVER ACADEMY | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | 501C(3) | FOR THE ANDOVER BREAD LOAF PROGRAM | $2,500 | |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET SOUTH | HAMILTON | MA | 01982 | 501C(3) | FOR PREP@PINGREE | $5,000 | |
| PLUMMER HOME FOR BOYS INC | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | 501C(3) | FOR ON POINT PROGRAM | $15,000 | |
| PLYMOUTH PHILHARMONIC | |||||||
| 11 NORTH STREET P O BOX 3174 | PLYMOUTH | MA | 02361 | 501C(3) | FOR MUSIC EDUCATION PROGRAM | $20,000 | |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | 501C(3) | FOR LAWRENCE PROJECT | $7,500 | |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | 501C(3) | YEAR 4 OF 4 | $25,000 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 30 BROOKVIEW ROAD | BOXFORD | MA | 01921 | 501C(3) | FOR GENERAL OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,040,229 | 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 | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $359,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $528,929 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $685 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $888,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $685 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $888,686 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | RelationshipStatementTxt |
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 | $5,320 | $0 | $5,320 |
| TAX PREPARATION | $4,200 | $0 | $4,200 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | FMV | $17,959,998 | $17,959,998 |
| AETOS | FMV | $2,663,623 | $2,663,623 |
| DRAKE | FMV | $1,837,872 | $1,837,872 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,033 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,033 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE EXPENSE | $990 | $0 | $990 |
| MISCELLANEOUS OFFICE EXPENSE | $255 | $0 | $255 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $685 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $685 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $2,223,475 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $8,803 | $0 | $8,803 |
| INVESTMENT EXPENSES | $66,765 | $66,765 | $0 |
Comments