ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-04
- IRS object ID
- 201303089349100310
- Schema version
- 2012v2.1
- 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 Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T13:56:37-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046063152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGERS FAMILY FOUNDATION CO GMA FOUNDATIONS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROGE | NameControl |
| Phone | 6174267080 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY ROGERS DITTRICH | Name |
| Title | TRUSTEE, PART-TIME | Title |
| Phone | 9784656100 | Phone |
| Date Signed | 2013-10-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS WASHBURN CPA | Name |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2013-10-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20481770 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 28 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 28 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 472543 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 472543 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 212404 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4041999 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 212404 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 684975 | TotalRevenueAndExpenses |
| Total Net Investment Income | 684975 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 20380 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 20380 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9762 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9762 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 74896 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 64505 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 10391 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 115 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 115 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1168 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1168 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 106321 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 64505 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 41816 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 939039 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 939039 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1045360 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 64505 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 980855 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -360385 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 620470 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 94257 | CashBOY |
| Cash EOY | 198223 | CashEOY |
| Cash EOYFMV | 198223 | CashEOYFMV |
| Investments Other BOY | 18804738 | InvestmentsOtherBOY |
| Investments Other EOY | 20283547 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 20283547 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 18898995 | TotalAssetsBOY |
| Total Assets EOY | 20481770 | TotalAssetsEOY |
| Total Assets EOYFMV | 20481770 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 18898995 | UnrestrictedBOY |
| Unrestricted EOY | 20481770 | UnrestrictedEOY |
| Total Net Assets BOY | 18898995 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20481770 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18898995 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20481770 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18898995 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -360385 | ExcessOfRevenueOverExpenses |
| Other Increases | 1943160 | OtherIncreases |
| Subtotal | 20481770 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20481770 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| ARTISAN FDS INC | 2011-04-01 | 2012-09-13 | 525000 | 510666 | 14334 | 14334 | |
| HARBOR INTERNATIONAL FUND | 2001-09-27 | 2012-09-13 | 150000 | 113046 | 36954 | 36954 | |
| PIMCO TOTAL RETURN FUND | 2001-09-28 | 2012-06-14 | 350000 | 330449 | 19551 | 19551 | |
| VANGUARD TOTAL STOCK MARKET | 2010-08-31 | 2012-09-13 | 525000 | 408003 | 116997 | 116997 | |
| AETOS MULTI-STRATEGY FUND | 2007-05-01 | 2012-01-01 | 728121 | 756119 | -27998 | -27998 | P |
| AETOS DISTRESSED INVESTMENT FUND | 2007-05-01 | 2012-01-01 | 501729 | 437035 | 64694 | 64694 | P |
| AETOS DISTRESSED INVESTMENT FUND | 2007-05-01 | 2012-04-01 | 14700 | 12383 | 2317 | 2317 | P |
| AETOS DISTRESSED INVESTMENT FUND | 2008-06-01 | 2012-05-01 | 27300 | 22864 | 4436 | 4436 | P |
| AETOS LONG/SHORT FUND | 2007-05-01 | 2012-01-01 | 1069449 | 1090496 | -21047 | -21047 | P |
| AETOS LONG/SHORT FUND | 2007-05-01 | 2012-04-01 | 54800 | 54106 | 694 | 694 | P |
| AETOS LONG/SHORT FUND | 2007-05-01 | 2012-05-01 | 95900 | 94428 | 1472 | 1472 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 212404 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1052355 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19937657 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052782 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 791103 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18678652 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042353 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 863623 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16608802 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051998 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 924893 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 20100051 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046014 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1094576 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 22854680 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047893 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241040 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048208 | AverageDistributionRatio |
| Net Noncharitable Assets | 19681418 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 948802 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6205 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 955007 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 980855 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6205 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6205 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6205 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 23241 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 23241 | TotalCreditsAndPayments |
| Overpayment | 17036 | Overpayment |
| Amount Credited To Next Year | 17036 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.ROGERSFAMILYFOUNDATION.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6174267080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 19942685 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38450 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 19981135 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 19981135 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 299717 | CashDeemedCharitable |
| Net Noncharitable Assets | 19681418 | NetNoncharitableAssets |
| Minimum Investment Return | 984071 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 984071 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6205 | TaxBasedOnInvestmentIncome |
| Total Tax | 6205 | TotalTax |
| Distributable Amount Before Adj | 977866 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 977866 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 977866 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 980855 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 980855 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6205 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 974650 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 977866 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 838490 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 980855 | QualifyingDistributions |
| Applied To Year1 | 838490 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 142365 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 835501 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GMA FOUNDATIONS INC | RecipientName |
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 Number | 6174267080 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | |||||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | 501C(3) | EARLY STAGE PATIENT PROGRAMS | $20,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | 501C(3) | FOR 2013 LAWRENCE SUMMIT PROJECT | $5,000 | |
| ASIAN CENTER OF MERRIMACK VALLEY INC | |||||||
| 1 BALLARD WAY | LAWRENCE | MA | 01843 | 501C(3) | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| BELLESINI ACADEMY | |||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | 501C(3) | 2 STUDENT TUITIONS/3 STUDENT ALUMNI SUPPORT | $25,000 | |
| BOYS & GIRLS CLUB OF LAWRENCE | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | 501C(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| BRADFORD CHRISTIAN ACADEMY | |||||||
| 97 OXFORD AVENUE | BRADFORD | MA | 01835 | 501C(3) | TO SUPPORT LOW INCOME LAWRENCE STUDENTS | $2,500 | |
| BREAD & ROSES HOUSING | |||||||
| 15 UNION STREET LAWRENCE | LAWRENCE | MA | 01842 | 501C(3) | FOR FAMILY SUPPORT & ADVOCACY PROGRAM | $5,000 | |
| CAMBRIDGE COLLEGE | |||||||
| 1000 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | 501C(3) | FOR CLIMBING THE LADDER TO LANGUAGE | $5,000 | |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | 501C(3) | IN SUPPORT OF THE MONTAGNE PROJECT | $20,000 | |
| CHALLENGE UNLIMITED INC | |||||||
| 450 LOWELL STREET | ANDOVER | MA | 01810 | 501C(3) | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| CHILDREN'S CENTER FOR COMMUNICATION | |||||||
| 6 ECHO AVENUE | BEVERLY | MA | 01915 | 501C(3) | FOR BURNHAM GYMNASIUM RENOVATIONS | $2,500 | |
| CLASS INC | |||||||
| 1 PARKER STREET | LAWRENCE | MA | 01843 | 501C(3) | FOR COMMUNITY INCLUSION | $8,000 | |
| COLBY-SAWYER COLLEGE | |||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | 501C(3) | FINE AND PERFORMING ARTS CENTER | $30,000 | |
| COMMUNITY CAREGIVERS OF DERRY NH | |||||||
| 58 EAST BROADWAY | DERRY | NH | 03038 | 501C(3) | VOLUNTEER CARE GIVING 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) | 11TH MONTH SUMMER PROGRAM | $10,000 | |
| ESSEX ART CENTER | |||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | 501C(3) | AFTER SCHOOL ARTS PROGRAM | $20,000 | |
| FAMILY SERVICES INC | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | 501C(3) | YOUTH MENTORING PROGRAMS | $10,000 | |
| FRIENDS OF KIPP ACADEMY INC | |||||||
| 25 BESSOM STREET | LYNN | MA | 01902 | 501C(3) | MORE TIME PROGRAM IN LYNN | $15,000 | |
| GIRLS INC- HAVERHILL | |||||||
| 7 WILLIAM STREET | HAVERHILL | MA | 01830 | 501C(3) | SCHOOL AGE AFTER SCHOOL PROGRAM | $10,000 | |
| GIRLS INC- LYNN | |||||||
| 50 HIGH STREET | LYNN | MA | 01902 | 501C(3) | TEEN COLLEGE MENTORING | $10,000 | |
| GREATER LAWRENCE COMM BOATING PROG INC | |||||||
| P O BOX 955 | LAWRENCE | MA | 01842 | 501C(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| GROUNDWORK LAWRENCE | |||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR YOUTH PROGRAM EXPANSION | $5,000 | |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS ST STE 201 | SALEM | MA | 01970 | 501C(3) | DOMESTIC VIOLENCE PROGRAM AND SERVICES | $10,000 | |
| HISTORICAL SOCIETY OF SEABROOK | |||||||
| PO BOX 414 | SEABROOK | NH | 03874 | 501C(3) | IN MEMORY OF STANLEY A. HAMEL | $5,000 | |
| HOME HEALTH VNA | |||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | 501C(3) | FOR MERRIMACK VALLEY HOSPICE HOUSE EXPANSION | $75,000 | |
| HOSPICE OF THE NORTH SHORE INC | |||||||
| 75 SYLVAN STREET | DANVERS | MA | 01923 | 501C(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| IMMIGRANT CITY ARCHIVES | |||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | 501C(3) | BREAD AND ROSES CENTENNIAL OPERATING SUPPORT | $10,000 | |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| TWO HARRIS STREET | NEWBURYPORT | MA | 01950 | 501C(3) | CRISIS CENTER CLINICAL SERVICES | $20,000 | |
| JERICHO ROAD LAWRENCE INC | |||||||
| 3 GREAT POND ROAD OLD CENTER HALL | NORTH ANDOVER | MA | 01845 | 501C(3) | FOR OPERATIONAL SUPPORT | $5,000 | |
| JOURNEYS OF HOPE INC | |||||||
| PO BOX 937 | SALEM | MA | 01970 | 501C(3) | BUILD PRGM. CAPACITY FOR JOURNEYS OF HOPE DAY PRGM. | $10,000 | |
| JUMPSTART | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | 501C(3) | JUMPSTART IN THE MERRIMACK VALLEY | $10,000 | |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 545 BOYLSTON STREET | BOSTON | MA | 02116 | 501C(3) | FOR THE SURVIVOR MENTORING INITIATIVE | $10,000 | |
| LA VIDA | |||||||
| 40 GREEN STREET | LYNN | MA | 01902 | 501C(3) | SCHOLARS PROGRAM COLLEGE FAMILIARIZATION & MENTORING | $10,000 | |
| LAWRENCE COMMUNITYWORKS INC | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | 501C(3) | FOR MOVEMENT CITY YOUTH PROGRAM | $10,000 | |
| LAWRENCE GENERAL HOSPITAL | |||||||
| 1 GENERAL STREET | LAWRENCE | MA | 01842 | 501C(3) | FOR WEIGHT MNGT. & BARIATRIC SURGERY CENTER | $10,000 | |
| LAZARUS HOUSE INC | |||||||
| 48 HOLY STREET | LAWRENCE | MA | 01842 | 501C(3) | CAPITAL CAMPAIGN FOR DIGNITY AND GENERAL OPERATING SUPPORT | $100,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| MASSACHUSETTS CHAPTER NINE ERIE | NATICK | MA | 01760 | 501C(3) | FOR PATIENT SERVICES PROGRAMS | $15,000 | DRIVE |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET | BOSTON | MA | 02114 | 501C(3) | YEAR 2 OF 3 | $50,000 | |
| MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 501C(3) | YEAR 2 OF A 2-YEAR GRANT | $63,039 | |
| MERRIMACK VALLEY HABITAT FOR HUMANITY | |||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | 501C(3) | CONVERT 100 PARKER STREET-AFFORDABLE HOUSING | $20,000 | |
| MERRIMACK VALLEY YMCA | |||||||
| 101 AMESBURY STREET | LAWRENCE | MA | 01840 | 501C(3) | ANDOVER CAPITAL CAMPAIGN EXPANSION AND LAWRENCE MUSIC CLUBHOUSE | $32,500 | |
| NORTH ANDOVER HISTORICAL SOCIETY | |||||||
| 153 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | 501C(3) | GENERAL OPERATING EDUCATIONAL SUPPORT | $1,500 | |
| NORTHEAST SENIOR HEALTH CORPORATION | |||||||
| 600 CUMMINGS CENTER | BEVERLY | MA | 01915 | 501C(3) | FOR THE SPECTRUM ADULT DAY HEALTH PROGRAM | $2,500 | |
| NOTRE DAME HIGH SCHOOL | |||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR CORPORATE WORK STUDY PROGRAM | $5,000 | |
| 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 HEALTH AND WELLNESS & GENERAL OPERATING SUPPORT | $20,000 | |
| PLYMOUTH PHILHARMONIC | |||||||
| 11 NORTH STREET P O BOX 3174 | PLYMOUTH | MA | 02361 | 501C(3) | FOR EDUCATION PROGRAMS | $30,000 | |
| SAILING HEALS INC | |||||||
| 5 WINCHESTER STREET | BRADFORD | MA | 01835 | 501C(3) | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 021202108 | 501C(3) | FOR SPORTS AND ACADEMIC-BASED AFTER-SCHOOL PROGRAM | $10,000 | |
| ST ANN'S HOME & SCHOOL INC | |||||||
| 100A HAVERHILL STREET | METHUEN | MA | 01844 | 501C(3) | FOR SUMMER CAMP EXPERIENCE ON CAPE COD | $5,000 | |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | 501C(3) | YEAR 3 OF 4 | $25,000 | |
| TEACH FOR AMERICA | |||||||
| 60 CANAL STREET | BOSTON | MA | 02114 | 501C(3) | TO DEEPEN IMPACT ON STUDENT ACHIEVEMENT | $10,000 | |
| UP WITH MUSIC INC | |||||||
| 1213 SALEM STREET | NORTH ANDOVER | MA | 01845 | 501C(3) | FOR COMMUNITY STRINGS PROGRAM | $1,500 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 30 BROOKVIEW ROAD | BOXFORD | MA | 019212216 | 501C(3) | IN SUPPORT OF THE THERAPEUTIC RIDING PROGRAM | $20,000 | |
| YMCA OF THE NORTH SHORE | |||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | 501C(3) | FOR THE SALEM CREATIVE ARTS CENTER | $15,000 | |
| YWCA OF GREATER LAWRENCE | |||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | 501C(3) | FOR YWCA HEALTH PROMOTION SERVICES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 939039 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $472,543 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $212,404 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $684,975 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 684975 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING FEES | $5,762 | 0 | 5762 |
| TAX PREPARATION | $4,000 | 0 | 4000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| STATE STREET MUTUAL FUND | FMV | 16233696 | 16233696 |
| AETOS | FMV | 2415629 | 2415629 |
| DRAKE | FMV | 1634222 | 1634222 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $20,380 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 20380 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WEBSITE EXPENSE | 820 | 0 | 820 |
| MISCELLANEOUS OFFICE EXPENSE | 348 | 0 | 348 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $1,943,160 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMINISTRATIVE FEES | $10,391 | 0 | 10391 |
| INVESTMENT EXPENSES | $64,505 | 64505 | 0 |
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