2012-09-06T15:53:50-05:00 2011-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990PF 2011-01-01 046063152 ROGERS FAMILY FOUNDATION CO GMA FOUNDATIONS INC ROGE 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101017 AMY R DITTRICH 9784656100 2012-09-06 1 THOMAS WASHBURN CPA P00537319 5083669100 2012-09-06 2011 2016-02-24 21:20:13Z X 18898995 X X 116 116 476096 476096 206062 1160736 206062 682274 682274 0 0 0 13242 7392 5850 10163 0 10163 83435 72645 10790 684 684 0 255 0 255 15012 12867 2145 122791 93588 29203 1029039 1029039 1151830 93588 1058242 -469556 588686 71279 94257 94257 33 376116 19929482 18804738 18804738 20376910 18898995 18898995 0 0 X 20376910 18898995 20376910 18898995 20376910 18898995 20376910 -469556 0 19907354 1008359 18898995 EXXON MOBIL CORP 2010-01-01 2011-09-26 383961 367198 16763 16763 HARBOR INTERNATIONAL FUND 2001-09-27 2011-06-14 402500 285890 116610 116610 PIMCO COMMODITY REALRETURN STR 2010-08-24 2011-06-14 100000 81306 18694 18694 VANGUARD ENERGY FUND 2010-08-31 2011-06-14 99275 77541 21734 21734 VANGUARD TOTAL STOCK MARKET IND 2010-08-31 2011-06-14 175000 142739 32261 32261 206062 0 791103 18678652 0.042353 863623 16608802 0.051998 924893 20100051 0.046014 1094576 22854680 0.047893 1123102 21154644 0.053090 0.241348 0.048270 19937657 962391 5887 968278 1058242 X 5887 0 5887 0 5887 29128 29128 23241 23241 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 DEBORAH R PRATT 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 1.00 0 0 0 AMY R DITTRICH 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 1.00 0 0 0 NONE 0 NONE 0 0 20198268 43008 0 20241276 0 0 20241276 303619 19937657 996883 996883 5887 5887 990996 0 990996 0 990996 1058242 0 1058242 5887 1052355 990996 905736 0 0 1058242 905736 0 0 152506 0 0 0 0 0 0 0 0 838490 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 SOUTHERN NEW HAMPSHIRE. ALZHEIMER'S ASSOCIATION MANH CHAPTER 311 ARSENAL STREET WATERTOWN MA 02472 501C(3) PROGRAM EXPANSION 20000 ASIAN CENTER OF MERRIMACK VALLEY INC 1 BALLARD WAY LAWRENCE MA 01843 501C(3) GENERAL OPERATING SUPPORT 10000 BLESSED STEPHEN BELLESINI OSA ACADEMY INC 94 BRADFORD STREET LAWRENCE MA 01840 501C(3) CAPITAL CAMPAIGN AND STUDENT SCHOLARSHIP 10000 BLESSED STEPHEN BELLESINI OSA ACADEMY INC 94 BRADFORD STREET LAWRENCE MA 01840 501C(3) 2011-2012 STUDENT SPONSORSHIP PROGRAM 20000 BOXFORD ACADEMY PO BOX 223 BOXFORD MA 01921 501C(3) $3,000 WINDRUSH FARM PARTNERSHIP, $5,000 FINANCIAL AID 8000 BRADFORD CHRISTIAN ACADEMY 97 OXFORD AVENUE BRADFORD MA 01835 501C(3) TO ACQUIRE NEXT STEP DATA MANAGEMENT SOFTWARE 5000 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 501C(3) ANNUAL FUND SUPPORT 25000 CATHOLIC CHARITIES NORTH AND MERRIMACK VALLEY 55 LYNN SHORE DRIVE LYNN MA 01902 501C(3) GENERAL OPERATING SUPPORT 2500 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 501C(3) MONTAGNE PROJECT 25000 CHALLENGE UNLIMITED AT IRONSTONE FARM 450 LOWELL STREET ANDOVER MA 01810 501C(3) GENERAL OPERATING SUPPORT 15000 CHILDREN'S CENTER FOR COMMUNICATION 6 ECHO AVENUE BEVERLY MA 01915 501C(3) TECHNOLOGY SOFTWARE 7500 CLASS INC 1 PARKER STREET LAWRENCE MA 01843 501C(3) ARC OF GREATER LAWRENCE RECREATIONAL PROGRAM 15000 COMMUNITIES TOGETHER P O BOX 428 LAWRENCE MA 01842 501C(3) CHAPLAIN PROGRAM 5000 CREATIVE LIVING INC PO BOX 3177 ANDOVER MA 01810 501C(3) TO SUPPORT THE GETAWAY BEDROOMS RENOVATION PROJECT 5000 CREATIVE LIVING INC PO BOX 3177 ANDOVER MA 01810 501C(3) 2012 INFRASTRUCTURE AND SUPPORT PROJECTS 12000 ENDICOTT COLLEGE 376 HALE ST BEVERLY MA 01905 501C(3) KEYS TO DEGREES: EDUCATING TWO GENERATIONS TOGETHER 25000 ESPERANZA ACADEMY INC 198 GARDEN STREET LAWRENCE MA 01840 501C(3) ESPERANZA 11TH MONTH 10000 ESSEX ART CENTER 56 ISLAND STREET LAWRENCE MA 01840 501C(3) ART PROGRAMMING 15000 FAMILY SERVICE INC 430 NORTH CANAL STREET LAWRENCE MA 01840 501C(3) GENERAL OPERATING SUPPORT 7500 GREATER LAWRENCE COMMUNITY BOATING PROGRAM INC P O BOX 955 LAWRENCE MA 01842 501C(3) GENERAL OPERATING SUPPORT 15000 HEALING ABUSE WORKING FOR CHANGE 27 CONGRESS STREET SUITE 201 SALEM MA 01970 501C(3) DOMESTIC VIOLENCE OUTREACH SERVICES 10000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVE ROXBURY MA 02119 501C(3) GENERAL OPERATING SUPPORT 2500 HOSPICE OF THE NORTH SHORE INC 75 SYLVAN STREET SUITE B-102 DANVERS MA 01923 501C(3) GENERAL OPERATING SUPPORT 25000 IMMIGRANT CITY ARCHIVES 6 ESSEX STREET LAWRENCE MA 01840 501C(3) BREAD AND ROSES CENTENNIAL COMMEMORATION 10000 IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 501C(3) GENERAL OPERATING SUPPORT 5000 JEANNE GEIGER CRISIS CENTER 2 HARRIS STREET NEWBURYPORT MA 01950 501C(3) CHILDREN OVERCOMING VIOLENCE EMPOWERMENT PROJECT 15000 JERICHO ROAD LAWRENCE INC 3 GREAT POND ROAD OLD CENTER HALL NORTH ANDOVER MA 01845 501C(3) JERICHO ROAD PROGRAM IN LAWRENCE 5000 JOURNEYS OF HOPE INC 100 WILLOW STREET LYNN MA 019011139 501C(3) DAY PROGRAM 5000 JUSTICE RESOURCE INSTITUTE 545 BOYLSTON ST 7TH FL BOSTON MA 02116 501C(3) THE MY LIFE MY CHOICE PROGRAM 10000 LAHEY CLINIC FOUNDATION 41 MALL ROAD BURLINGTON MA 01805 501C(3) GENERAL OPERATING SUPPORT 150000 LAWRENCE BOYS & GIRLS CLUBS INC 136 WATER STREET LAWRENCE MA 01841 501C(3) GENERAL OPERATING SUPPORT 20000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 501C(3) MOVEMENT CITY 15000 LAZARUS HOUSE INC PO BOX 408 LAWRENCE MA 01842 501C(3) GENERAL OPERATING SUPPORT 20000 LEUKEMIA AND LYMPHOMA SOCIETY MASSACHUSETTS CHAPTER NINE ERIE DRIVE NATICK MA 01760 501C(3) PATIENT SERVICES PROGRAMS 10000 MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE STREET SUITE 600 BOSTON MA 02114 501C(3) YEAR 1 OF A 3-YEAR GRANT. 50000 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 350 SOUTH HUNTINGTON AVENUE BOSTON MA 02130 501C(3) ANGELL PAIN MEDICINE AND NEVINS FARM REPAIRS 25000 MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 501C(3) YEAR 1 OF A 2-YEAR GRANT 63039 MERRIMACK VALLEY HOSPICE 360 MERRIMACK STREET BLDG 9 LAWRENCE MA 01843 501C(3) TO SUPPORT SUBSIDIZED CARE AT THE HOSPICE 10000 MERRIMACK VALLEY YMCA 101 AMESBURY STREET 4TH FLOOR LAWRENCE MA 01840 501C(3) LAWRENCE MUSIC CLUBHOUSE 7500 MY BROTHER'S TABLE 98 WILLOW ST LYNN MA 01901 501C(3) GENERAL OPERATING SUPPORT 2500 NETWORK FOR TEACHING ENTREPRENEURSHIP 231 FOREST ST WOODLAND HILL BUILDING 4 BABSON PARK MA 02457 501C(3) ENTREPRENEURSHIP EDUCATION INITIATIVE 10000 NEW ENGLAND HOMES FOR THE DEAF 154 WATER STREET DANVERS MA 01923 501C(3) GENERAL OPERATING SUPPORT 10000 NORTH ANDOVER HISTORICAL SOCIETY 153 ACADEMY ROAD NORTH ANDOVER MA 01845 501C(3) EDUCATIONAL PROGRAM SUPPORT 1500 NORTHEAST BEHAVIORAL HEALTH ZERO CENTENNIAL DRIVE PEABODY MA 01960 501C(3) SOLSTICE SCHOOL EXPERIENTIAL EDUCATION (S2E2) PROJECT 5000 NORTHEAST SENIOR HEALTH CORPORATION 600 CUMMINGS CENTER STE 275Z BEVERLY MA 01915 501C(3) SPECTURM ADULT DAY HEALTH PROGRAM IN NORTH ANDOVER 10000 NOTRE DAME EDUCATION CENTER - LAWRENCE 354 MERRIMACK ST 3210 LAWRENCE MA 01483 501C(3) ENGLISH CLASSES AT NDEC 25000 NOTRE DAME HIGH SCHOOL INC 207 HAMPSHIRE STREET LAWRENCE MA 01840 501C(3) CORPORATE WORK STUDY PROGRAM 10000 PHILLIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 501C(3) IN SUPPORT OF THE ANDOVER BREAD LOAF PROGRAM 5000 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 019821399 501C(3) PREP@PINGREE 5000 PLUMMER HOME FOR BOYS INC 37 WINTER ISLAND ROAD SALEM MA 01970 501C(3) GENERAL OPERATING SUPPORT AND THINK: KIDS TRAINING PROGRAM 20000 PLYMOUTH PHILHARMONIC 11 NORTH STREET P O BOX 3174 PLYMOUTH MA 02361 501C(3) THE PHIL'S EDUCATIONAL PROGRAMS/HSCC/MUSIC IMMERSION PROGRAM 30000 PROFESSIONAL CENTER FOR HANDICAPPED CHILDREN INC 32 OSGOOD ST ANDOVER MA 01810 501C(3) EARLY INTERVENTION PROGRAM 25000 PROJECT HOME AGAIN 7 HAGGETTS POND ROAD ANDOVER MA 01810 501C(3) GOOD NIGHT SLEEP PROGRAM 7500 RED SOX FOUNDATION AND MASSACHUSETTS GENERAL HOSPITAL HOME BASE PROGRAM 165 CAMBRIDGE STREET SUITE 600 BOSTON MA 02114 501C(3) GENERAL OPERATING SUPPORT 5000 ST ANN'S HOME INC 100A HAVERHILL STREET METHUEN MA 01844 501C(3) SUMMER CAMP EXPERIENCE ON CAPE COD FOR RESIDENTS 5000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS MA 01923 501C(3) YEAR 2 OF 4 25000 ST JOHN'S PREPARATORY SCHOOL INC 72 SPRING STREET DANVERS MA 01923 501C(3) TO ESTABLISH THE ROGERS FAMILY FOUNDATION ENDOWMENT FUND TO AID LAWRENCE STUDENTS 50000 ST JOSEPH'S FOOD PANTRY 13 FRANKLIN STREET SALEM MA 01970 501C(3) GENERAL OPERATING SUPPORT 12000 TEACH FOR AMERICA 60 CANAL STREET THIRD FLOOR BOSTON MA 02114 501C(3) ACCELERATING IMPACT IN THE MERRIMACK VALLEY 10000 THE FISHER HOUSE BOSTON PO BOX 230 SOUTH WALPOLE MA 02081 501C(3) FISHER HOUSE BOSTON 5000 THE SALEM MISSION-DBA LIFEBRDIGE 56 MARGIN STREET SALEM MA 01970 501C(3) GENERAL OPERATING SUPPORT 2500 UP WITH MUSIC INC 1213 SALEM STREET NORTH ANDOVER MA 01845 501C(3) COMMUNITY STRINGS PROGRAM 2500 WINDRUSH FARM THERAPEUTIC EQUITATION INC 30 BROOKVIEW ROAD BOXFORD MA 019212216 501C(3) THERAPEUTIC RIDING FOR CHILDREN AND ADULTS WITH DISABILITIES AND YOUTH 'AT RISK' 15000 YWCA OF GREATER LAWRENCE INC 38 LAWRENCE STREET LAWRENCE MA 01840 501C(3) YWCA HEALTH PROMOTION SERVICES 15000 1029039 0 14 116 14 476096 14 206062 0 682274 0 682274 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5963 0 5963 TAX PREPARATION 4200 0 4200 STATE STREET MUTUAL FUND FMV 14247347 14247347 AETOS FMV 4557391 4557391 LEGAL FEES 13242 7392 5850 UNREALIZED LOSSES 1008359 WEBSITE EXPENSE 1610 0 1610 MISCELLANEOUS OFFICE EXPENSE 535 0 535 STOCK CERTIFICATE REPLACEMENT EXPENSE 12867 12867 0 ADMINISTRATIVE FEES 10790 0 10790 INVESTMENT EXPENSES 72645 72645 0 FEDERAL TAX WITHHOLDING 684 684 0