ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY FOUNDATION (EIN 04-6063152)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201142279349100844
- Schema version
- 2010v3.4
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T20:18:08-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 R DITTRICH | Name |
| Title | TRUSTEE, PART-TIME | Title |
| Phone | 9784656100 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS WASHBURN CPA | Name |
| Phone | 5083669100 | Phone |
| Date Prepared | 2011-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20376910 | 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 | 105 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 105 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 457308 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 457308 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1407123 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9184276 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 15666 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -934044 | TotalRevenueAndExpenses |
| Total Net Investment Income | 457413 | 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 |
| Accounting Fees Rev And Expnss | 13225 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 13225 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 83943 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 76243 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7700 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 542 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 542 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1436 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1436 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 99146 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 76243 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22903 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 768200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 768200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 867346 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 76243 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 791103 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1801390 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 381170 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 51344 | CashBOY |
| Cash EOY | 71279 | CashEOY |
| Cash EOYFMV | 71279 | CashEOYFMV |
| Prepaid Expenses EOY | 33 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 33 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 349908 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 376116 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 376116 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 18470846 | InvestmentsOtherBOY |
| Investments Other EOY | 19929482 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 19929482 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 18872098 | TotalAssetsBOY |
| Total Assets EOY | 20376910 | TotalAssetsEOY |
| Total Assets EOYFMV | 20376910 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 18872098 | UnrestrictedBOY |
| Unrestricted EOY | 20376910 | UnrestrictedEOY |
| Total Net Assets BOY | 18872098 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20376910 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18872098 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20376910 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18872098 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1801390 | ExcessOfRevenueOverExpenses |
| Other Increases | 3306202 | OtherIncreases |
| Subtotal | 20376910 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20376910 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| ING GLOBAL REAL ESTATE FUND/UN ING GLOBAL REAL ESTATE FD I | 2009-01-01 | 2010-11-05 | 100000 | 85722 | 14278 | 14278 |
| PIMCO TOTAL RETURN FUND | 2009-01-01 | 2010-06-16 | 250000 | 238689 | 11311 | 11311 |
| REAL ASSET CTF | 2009-01-01 | 2010-08-18 | 1827922 | 2177502 | -349580 | -349580 |
| RUSSELL 3000 INDEX CTF | 2009-01-01 | 2010-08-18 | 2602713 | 2464170 | 138543 | 138543 |
| SSGA RUSSELL 3000 LNDING INDEX CMU3LEN | 2009-01-01 | 2010-08-18 | 4084741 | 5344449 | -1259708 | -1259708 |
| VANGUARD ENERGY FUND | 2009-01-01 | 2010-11-05 | 108900 | 91486 | 17414 | 17414 |
| VANGUARD INFLATION PROTECTED S VANGUARD INFLAT PROTECTED AD | 2009-01-01 | 2010-11-04 | 100000 | 96756 | 3244 | 3244 |
| PIMCO COMMODITY REALRETURN STR PIMCO COMMODITY RR STRAT INS | 2009-01-01 | 2010-11-05 | 110000 | 92625 | 17375 | 17375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1407123 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 863623 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 16608802 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051998 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 924893 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 20100051 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046014 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1094576 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 22854680 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047893 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1123102 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 21154644 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053090 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1010908 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 19920983 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050746 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249741 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049948 | AverageDistributionRatio |
| Net Noncharitable Assets | 18678652 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 932961 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3812 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 936773 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 791103 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7623 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7623 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7623 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 36751 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 36751 | TotalCreditsAndPayments |
| Overpayment | 29128 | Overpayment |
| Amount Credited To Next Year | 29128 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN H ROGERS | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 02110 | TRUSTEE, PART-TIME | 0.00 | 0 | 0 | 0 |
| DEBORAH R PRATT | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 02110 | TRUSTEE, PART-TIME | 0.00 | 0 | 0 | 0 |
| AMY R DITTRICH | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 02110 | TRUSTEE, PART-TIME | 0.00 | 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 | 18423136 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 539962 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 18963098 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 18963098 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 284446 | CashDeemedCharitable |
| Net Noncharitable Assets | 18678652 | NetNoncharitableAssets |
| Minimum Investment Return | 933933 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 933933 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7623 | TaxBasedOnInvestmentIncome |
| Total Tax | 7623 | TotalTax |
| Distributable Amount Before Adj | 926310 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 926310 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 926310 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 791103 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 791103 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 791103 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 926310 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 770529 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 791103 | QualifyingDistributions |
| Applied To Year1 | 770529 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20574 | 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 | 905736 | 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 MEET CERTAIN CRITERIA TO BE INVITED. THEN INCLUDE ITS CONTACT INFORMATION, EVIDENCE OF 501(C)(3) STATUS AND AUDITED FINANCIAL STATEMENTS FOR THE TWO MOST RECENT COMPLETED FISCAL YEARS. INCLUDE A SHORT SUMMARY TO INCLUDE THE GOALS OF THE ORGANIZATION, THE METHODS IMPLEMENTED TO REACH THESE GOALS, THE POPULATION THE ORGANIZATION SERVES, THREE EXAMPLES OF HOW THE ORGANIZATION HAS SUCCEEDED IN THEIR MISSION, THE AMOUNT OF FUNDING THEY WISH TO RECEIVE FROM THE ROGERS FAMILY FOUNDATION, THE WAYS THE FUNDING WILL BE USED BY THE ORGANIZATION, IF THE FUNDING WILL BE USED TOWARDS GENERAL OPERATIONS OR FOR A SPECIFIC PROJECT RELATED TO THE MISSION OF THE ORGANIZATION, NOTING IF THE ORGANIZATION HAS SOUGHT FOR FUNDING FROM THE ROGERS FAMILY FOUNDATION IN THE PAST AND IF SO HOW FAVORABLE WAS THE RESPONSE AND PROVIDE A CURRENT LISTING OF THE ORGANIZATIONS BOARD OF DIRECTORS AND RELEVANT INFORMATION PERTAINING TO THEIR POSITION ON THE BOARD. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | THE ROGERS FAMILY FOUNDATION NO LONGER ACCEPTS UNSOLICITED PROPOSALS. PROPOSALS CAN BE SUBMITTED ONLY AFTER BEING INVITED BY THE ORGANIZATION. ONCE BEING INVITED APPLICANTS MAY ONLY BE CONSIDERED FOR A GRANT IF THEY ARE NONPROFIT ORGANIZATIONS PROVIDING SERVICES WITHIN MASSACHUSETTS MERRIMACK VALLEY OR NORTH SHORE OR IN SOUTHEASTERN SOUTHERN NEW HAMPSHIRE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ASIAN CENTER OF MERRIMACK VALLEY INC | ||||||
| 1 BALLARD WAY | LAWRENCE | MA | 01843 | 501C(3) | OPERATING SUPPORT | $10,000 |
| BLESSED STEPHEN BELLESINI OSA ACADEMY INC | ||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | 501C(3) | CAPITAL CAMPAIGN AND STUDENT SCHOLARSHIPS | $10,000 |
| BOXFORD ACADEMY INC | ||||||
| 4 GEORGETOWN ROAD | BOXFORD | MA | 01921 | 501C(3) | ANNUAL FUND AND SCHOLARSHIPS | $11,500 |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | 501C(3) | SCHOLARSHIPS | $15,000 |
| CHALLENGE UNLIMITED AT IRONSTONE FARM | ||||||
| 450 LOWELL STREET | ANDOVER | MA | 01810 | 501C(3) | OPERATING SUPPORT | $15,000 |
| COMMUNITIES TOGETHER | ||||||
| PO BOX 428 | LAWRENCE | MA | 01842 | 501C(3) | OPERATING SUPPORT | $5,000 |
| ENDICOTT COLLEGE | ||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | 501C(3) | OPERATING SUPPORT | $25,000 |
| ESSEX ART CENTER | ||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | 501C(3) | OPERATING SUPPORT | $15,000 |
| GREATER LAWRENCE COMMUNITY BOATING PROGRAM INC | ||||||
| PO BOX 955 | LAWRENCE | MA | 01842 | 501C(3) | OPERATING SUPPORT | $10,000 |
| HOSPICE OF THE NORTH SHORE INC | ||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | 501C(3) | CAPITAL CAMPAIGN | $10,000 |
| LAWRENCE BOYS & GIRLS CLUBS INC | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | 501C(3) | CAPITAL CAMPAIGN | $15,000 |
| LAWRENCE BOYS & GIRLS CLUBS INC | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | 501C(3) | OPERATING SUPPORT | $20,000 |
| LAWRENCE GENERAL HOSPITAL | ||||||
| 1 GENERAL STREET | LAWRENCE | MA | 01842 | 501C(3) | CAPITAL GRANT | $25,000 |
| LAZARUS HOUSE INC | ||||||
| 48 HOLLY STREET PO BOX 408 | LAWRENCE | MA | 01842 | 501C(3) | OPERATING SUPPORT | $35,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | 501C(3) | OPERATING SUPPORT | $39,000 |
| MERRIMACK VALLEY YMCA | ||||||
| 101 AMESBURY STREET 4TH FLOOR | LAWRENCE | MA | 01840 | 501C(3) | OPERATING SUPPORT | $7,500 |
| NORTH ANDOVER HISTORICAL SOCIETY | ||||||
| 153 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | 501C(3) | OPERATING SUPPORT | $1,200 |
| NORTHSHORE YOUTH SYMPHONY ORCHESTRA | ||||||
| PO BOX 195 | TOPSFIELD | MA | 01983 | 501C(3) | OPERATING SUPPORT | $6,500 |
| PLUMMER HOME FOR BOYS INC | ||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | 501C(3) | OPERATING SUPPORT | $10,000 |
| PLYMOUTH PHILHARMONIC | ||||||
| 11 NORTH STREET | PLYMOUTH | MA | 02361 | 501C(3) | OPERATING SUPPORT | $30,000 |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | ||||||
| 30 BROOKVIEW ROAD | BOXFORD | MA | 01921 | 501C(3) | OPERATING SUPPORT | $15,000 |
| ALZHEIMER'S ASSOCIATION MANH CHAPTER | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | 501C(3) | OPERATING SUPPORT | $20,000 |
| BRADFORD CHRISTIAN ACADEMY | ||||||
| 97 OXFORD AVE | HAVERHILL | MA | 01835 | 501C(3) | OPERATING SUPPORT | $7,500 |
| CAPE ANN MUSEUM | ||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | 501C(3) | OPERATING SUPPORT | $5,000 |
| CHILDREN'S CENTER FOR COMMUNICATION | ||||||
| 6 ECHO AVE | BEVERLY | MA | 01915 | 501C(3) | OPERATING SUPPORT | $10,000 |
| ELIOT COMMUNITY HUMAN SERVICES INC | ||||||
| 14 JOHN STREET | WORCESTER | MA | 01605 | 501C(3) | OPERATING SUPPORT | $5,000 |
| IMMIGRANT CITY ARCHIVES | ||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01843 | 501C(3) | OPERATING SUPPORT | $10,000 |
| JEANNE GEIGER CRISIS CENTER INC | ||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | 501C(3) | OPERATING SUPPORT | $15,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 1210 PONTIAC AVE | CRANSTON | RI | 02920 | 501C(3) | OPERATING SUPPORT | $10,000 |
| PROFESSIONAL CENTER FOR CHILD DEVELOPMENT | ||||||
| 32 OSGOOD STREET | ANDOVER | MA | 01810 | 501C(3) | OPERATING SUPPORT | $10,000 |
| ST JOHN'S PREPARATORY SCHOOL | ||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | 501C(3) | OPERATING SUPPORT | $25,000 |
| ST JOSEPH'S PANTRY | ||||||
| 13 FRANKLIN STREET | SALEM | MA | 01970 | 501C(3) | OPERATING SUPPORT | $10,000 |
| LAHEY CLINIC | ||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 501C(3) | OPERATING SUPPORT | $150,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 14 FRUIT STREET | BOSTON | MA | 02114 | 501C(3) | OPERATING SUPPORT | $100,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | 501C(3) | OPERATING SUPPORT | $15,000 |
| HEALING ABUSE WORKING FOR CHANGE INC | ||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | 501C(3) | OPERATING SUPPORT | $10,000 |
| WWP INC | ||||||
| 195 COTTAGE STREET | CHELSEA | MA | 02150 | 501C(3) | OPERATING SUPPORT | $15,000 |
| COMMUNITIES WITHOUT BORDERS | ||||||
| 195 COTTAGE STREET | CHELSEA | MA | 02150 | 501C(3) | OPERATING SUPPORT | $10,000 |
| FISHER HOUSE OF BOSTON INC | ||||||
| 195 COTTAGE STREET | CHELSEA | MA | 02150 | 501C(3) | OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 768200 | 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 | $105 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $457,308 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$1,407,123 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Related Or Exempt Function Income | 15666 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$949,710 | ExclusionAmount |
| Related Or Exempt Function Income | 15666 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -934044 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | IRS TAX REFUND | RelationshipStatement |
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 | $6,325 | 0 | 6325 |
| TAX PREPARATION | $6,900 | 0 | 6900 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EXXON MOBIL | NameOfStock |
| EOY Book Value | 376116 | EOYBookValue |
| EOYFMV | 376116 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| STATE STREET MUTUAL FUND | FMV | 15252938 | 15252938 |
| AETOS | FMV | 4676544 | 4676544 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WEBSITE EXPENSE | 1138 | 0 | 1138 |
| MISCELLANEOUS OFFICE EXPENSE | 298 | 0 | 298 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Revenue And Expenses Per Books | 15666 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 15666 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $3,306,202 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMINISTRATIVE FEES | $7,700 | 0 | 7700 |
| INVESTMENT EXPENSES | $76,243 | 76243 | 0 |
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