Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
THOMAS A RODGERS JR FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2509   Room/suite
City or town, state, and ZIP code
FALL RIVER, MA02722
A Employer identification number

04-3442439
B Telephone number (see page 10 of the instructions)

(508) 679-6452
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,004,038J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 127,518
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 1,126,752 999,759  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 446,801
b Gross sales price for all assets on line 6a 8,802,328
7 Capital gain net income (from Part IV, line 2)... 446,801
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 263 263  
12 Total. Add lines 1 through 11........ 1,701,334 1,446,823  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 59,000 0   59,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 19,877 0   22,513
c Other professional fees (attach schedule)....        
17 Interest............... 39 39   0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 23,633 3,282   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 12,000 0   13,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23,589 16,980   6,609
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,138 20,301   101,122
25 Contributions, gifts, grants paid........ 775,500 775,500
26 Total expenses and disbursements. Add lines 24 and 25 913,638 20,301   876,622
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 787,696
b Net investment income (if negative, enter -0-) 1,426,522
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... -7 987 987
2 Savings and temporary cash investments.......... 87,783 105,196 105,196
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 1,277 7,759 7,759
10a Investments—U.S. and state government obligations (attach schedule) 3,152,397 Click to see attachment2,448,620 2,448,620
b Investments—corporate stock (attach schedule)........ 16,446,349 Click to see attachment20,046,107 20,046,107
c Investments—corporate bonds (attach schedule)........ 1,833,525 Click to see attachment2,521,513 2,521,513
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 967,120 Click to see attachment873,856 873,856
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,488,444 26,004,038 26,004,038
Liabilities 17 Accounts payable and accrued expenses.......... 7,541 22,468
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment26,900
23 Total liabilities (add lines 17 through 22).......... 7,541 49,368
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 22,480,903 25,954,670
30 Total net assets or fund balances (see page 17 of the
instructions).................... 22,480,903 25,954,670
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 22,488,444 26,004,038
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 22,480,903
2 Enter amount from Part I, line 27a...................... 2 787,696
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,686,071
4 Add lines 1, 2, and 3.......................... 4 25,954,670
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 25,954,670
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 8,801,051   8,355,527 445,524
b 1,277     1,277
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       445,524
b       1,277
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 446,801
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 931,072 19,156,249 0.048604
2008 1,130,516 23,729,425 0.047642
2007 603,429 26,471,946 0.022795
2006 1,069,850 19,596,086 0.054595
2005 913,777 18,748,654 0.048738
2 Total of line 1, column (d) ...................... 2 0.222374
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.044475
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 23,474,596
5 Multiply line 4 by line 3....................... 5 1,044,033
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 14,265
7 Add lines 5 and 6......................... 7 1,058,298
8 Enter qualifying distributions from Part XII, line 4.............. 8 876,622
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 28,530
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 28,530
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,530
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 11,394
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 25,063
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,457
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 427
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,500
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet7,500 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletRI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletMYRON WILNER Telephone no.bullet (508) 679-6451
    Located atbulletPO BOX 831 111 DURFEE STREETFALL RIVERMA ZIP+4bullet027220831
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    THOMAS A RODGERS III PRESIDENT
    10.00     		0 0 0
    1027 SEAPOWET AVENUE
    TIVERTON,RI02878
    MYRON WILNER TREASURER
    20.00     		59,000 0 0
    786 MADISON STREET
    FALL RIVER,MA02720
    ROBERT STOICO DIRECTOR
    1.00     		0 0 0
    907 RAYMOND CT
    MARCO ISLAND,FL34145
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    23,809,751
    b
    Average of monthly cash balances.......................
    1b
    22,326
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,832,077
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    23,832,077
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    357,481
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,474,596
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    1,173,730
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,173,730
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    28,530
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,530
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,145,200
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    1,145,200
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    1,145,200
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    876,622
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    876,622
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    876,622
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 1,145,200
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 629,010
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 876,622
    a Applied to 2009, but not more than line 2a 629,010
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 247,612
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		897,588
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    THOMAS A RODGERS III
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    THE RODGERS FAMILY FOUNDATION
    111 DURFEE STREET
    FALL RIVER,MA02722
    (508) 679-6452
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST STATING NATURE OF ORGANIZATION AND INTENDED USE OF FUNDS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A WISH COME TRUE INC
    1010 WARWICK AVENUE
    WARWICK,RI02888     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    AMERICAN RED CROSS
    315 PLEASANT STREET
    FALL RIVER,MA02723     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    BATTLESHIP COVE BOATING PROGRAM
    BATTLESHIP COVE
    FALL RIVER,MA02721     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    BISHOP CONNOLLY HIGH SCHOOL
    373 ELSBREE STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    BRISTOL COMMUNITY COLLEGE
    777 ELSBREE STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 50,000
    CARE
    151 ELLIS NE
    ATLANTA,GA30303     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    CATHOLIC CHARITIES APPEAL
    PO BOX 1470
    FALL RIVER,MA02722     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    CATHOLIC RELIEF SERVICES
    209 WEST FAYETE STREET
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY OPERATING SUPPORT 50,000
    CHRISTIAN APPALACHIAN PROJECT
    PO BOX 511
    LANCASTER,KY40444     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    CITIZENS SCHOLARSHIP FUND AMERICAN DREAM CHALLENGE
    624 FLORENCE STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    DIOCESE OF FALL RIVER
    PO BOX 2577
    FALL RIVER,MA02722     		NONE PUBLIC CHARITY OPERATING SUPPORT 35,000
    FALL RIVER HISTORICAL SOCIETY
    451 ROCK STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 11,000
    FAMILY SERVICE ASSOC OF GR F R
    151 ROCK STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 50,000
    GREATER FR ART ASSOCIATION
    80 BELMONT STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000
    GREATER FR SYMPHONY SOCIETY
    PO BOX 9034
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 2,500
    HEALTHFIRST FAMILY CARE CENTER
    102 COUNTY STREET
    FALL RIVER,MA02723     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    HERALD NEWS CHRISTMAS FUND
    207 POCASSET ST
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    HOSPICE OUTREACH
    502 BEDFORD STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    JIMMY FUND
    375 LONGWOOD AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,500
    JUNIOR ACHIEVEMENT OF SOUTHERN MA INC
    106 SPRING STREET
    NEW BEDFORD,MA02740     		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000
    KATIE BROWN EDUCATIONAL PROGRAM
    139 S MAIN STREET 1ST FLOOR
    FALL RIVER,MA02721     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    LITTLE FLOWER HOME INC
    304 HOOPER STREET
    TIVERTON,RI02878     		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000
    LLOYD CENTER FOR THE ENVIRONMENT
    430 POTOMSKA ROAD
    DARTMOUTH,MA02748     		NONE PUBLIC CHARITY OPERATING SUPPORT 2,500
    LOWN CARDIOVASCULAR RESEARCH FOUNDATION
    21 LONGWOOD AVENUE
    BROOKLINE,MA02446     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    MARINE MUSEUM OF FR
    70 WATER STREET
    FALL RIVER,MA02721     		NONE PUBLIC CHARITY OPERATING SUPPORT 2,500
    MEETING STREET SCHOOL
    667 WATERMAN AVENUE
    EAST PROVIDENCE,RI02914     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    NARRAGANSETT COUNCIL BOY SCOUTS OF AMERICA
    PO BOX 14777
    EAST PROVIDENCE,RI02914     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,500
    NARROWS CENTER FOR THE ARTS
    16 ANAWAN STREET
    FALL RIVER,MA02721     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA02740     		NONE PUBLIC CHARITY OPERATING SUPPORT 20,000
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841     		NONE PUBLIC CHARITY OPERATING SUPPORT 2,500
    NEWPORT HOSPITAL
    11 FRIENDSHIP STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    NORMAN BIRD SANCTUARY
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING SUPPORT 2,500
    POLICE ATHLETIC LEAGUE
    31 FRANKLIN STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    POTTER LEAGUE FOR ANIMALS
    PO BOX 412
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    PRIESTS RETIREMENT FUND
    1697 E MAIN ROAD
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    PROJECT HOPE
    255 CARTER HALL LANE
    MILLWOOD,VA22646     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    R I COMMUNITY FOOD BANK
    200 NIANTIC AVENUE
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000
    RESIDENTIAL CARE CONSORTIUM
    177 ROCK STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 20,000
    SALVATION ARMY-FALL RIVER
    290 BEDFORD STREET
    FALL RIVER,MA02722     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    SALVE REGINA UNIVERSITY
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING SUPPORT 100,000
    SAN MIGUEL SCHOOL OF PROVIDENCE
    12 CARTER STREET
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    SAVE THE BAY
    100 BAY VIEW AVENUE
    PROVIDENCE,RI02905     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,000
    SEAMENS CHURCH INSTITUTE OF NEWPORT
    18 MARKET STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING SUPPORT 6,000
    ST PHILOMENA SCHOOL
    324 CORYS LANE
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    ST VINCENT'S HOME
    2425 HIGHLAND AVENUE
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000
    TASHIRAT FOUNDATION
    PO BOX 920
    FORKED RIVER,NJ08731     		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000
    THOMAS CHEW MEMORIAL BOYS AND GIRLS CLUB
    803 BEDFORD STREET
    FALL RIVER,MA02723     		NONE PUBLIC CHARITY OPERATING SUPPORT 50,000
    TIVERTON LAND TRUST
    PO BOX 167
    TIVERTON,RI02878     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    UNITED WAY OF GREATER FR
    101 ROCK STREET
    FALL RIVER,MA02720     		NONE PUBLIC CHARITY OPERATING SUPPORT 125,000
    USS MASSACHUSETTS MEMORIAL COMMITTEE INC
    BATTLESHIP COVE
    FALL RIVER,MA02721     		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000
    Total .................................bullet 3a 775,500
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 1,126,752  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     01 263  
    8Gain or (loss) from sales of assets other than inventory     18 446,801  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,573,816 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,573,816
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    THOMAS A RODGERS JR FAMILY FOUNDATION
     
    Employer identification number

    04-3442439
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    THOMAS A RODGERS JR FAMILY FOUNDATION
          		Employer identification number

    04-3442439
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
    ESTATE OF THOMAS A RODGERS JR
     

         
    PO BOX 831
       
    FALL RIVER, MA   02722

    		$127,518




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    THOMAS A RODGERS JR FAMILY FOUNDATION
          		Employer identification number

    04-3442439
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    THOMAS A RODGERS JR FAMILY FOUNDATION
          		Employer identification number

    04-3442439
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & ADMINISTRATIVE 19,877 0   22,513

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALCOA INC 110,041 110,041
    AMERICAN GEN FIN MEDTM SRNT BE 189,000 189,000
    BANK OF AMERICA CORP 06/30/25 97,654 97,654
    BANK OF AMERICA CORP 03/29/30 97,272 97,272
    BNP PAIBAS SA NOTES MTN 0 0
    CHESAPEAKE ENERGY CORP B/E 0 0
    CINCINNATI BELL INC NEW B/E 99,250 99,250
    CIT GROUP INC 05/01/13 22,199 22,199
    CIT GROUP INC 22,872 22,872
    CIT GROUP INC 05/01/15 22,703 22,703
    CIT GROUP INC 05/01/16 24,502 24,502
    CIT GROUP INC 05/01/17 26,239 26,239
    FFCB 3.250% 9/27/19 49,640 49,640
    FHLB V-A 2% 10/28/20 47,666 47,666
    FORD MTR CR CO 0 0
    FORD MTR CR CO 0 0
    FORD MTR CR CO 103,355 103,355
    FORD MTR CR CO 0 0
    FORD MTR CR CO 49,444 49,444
    FORD MTR CR CO LLC B/E DUE 10/25/11 0 0
    FORD MTR CR CO LLC B/E DUE 04/15/15 107,461 107,461
    GENERAL MTRS ACCEP CPS 97,785 97,785
    HUNTSMAN INTL LLC 102,250 102,250
    KERR MCGEE CORP B/E 0 0
    KRAFT FOODS INC 0 0
    LEHMAN BROS HLDGS INC MTN BE 60,988 60,988
    LEHMAN BROS HLDGS INC MTN BE 8,094 8,094
    MARSHALL & ISLEY CORP MTNS BE 100,805 100,805
    MORGAN STANLEY BE 0 0
    MORGAN STANLEY D W DISC SRMTNS 11/10/24 94,607 94,607
    MORGAN STANLEY D W DISC SRMTNS 6/11/25 99,300 99,300
    NRG ENERGY INC B/E 102,000 102,000
    SLM CORP MTN BOOK 479,468 479,468
    TESORO CORP B/E 200,500 200,500
    VALERO ENERGY CORP B/E 106,418 106,418

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADDUS HOMECARE CORP 12,300 12,300
    ADVANTAGE PRIMARY LIQ FD 3,241 3,241
    ALCOA INC 307,800 307,800
    ALPINE GLOBAL PREMIER PPTYS FD COM 141,800 141,800
    ALPINE TOTAL DYNAMIC DIVID FD COM 140,302 140,302
    ALPS ETF TR ALERIAN MLP 48,210 48,210
    ALTRIA GROUP INC 344,680 344,680
    AMEDISYS INC 67,000 67,000
    AMERICAN BILTRITE INC 115,830 115,830
    ANADARKO PETE CORP 214,856 214,856
    ANNALY CAP MGMT INC REIT 89,600 89,600
    ANTHRACITE CAP INC 0 0
    ARCHER DANIELS MIDLAND CO 38,830 38,830
    ARTESIAN RESOURCES CORP 24,635 24,635
    ARTESIAN RESOURCES CORP 3,790 3,790
    BABCOCK & WILCOX CO NEW 76,770 76,770
    BANCORP RHODE ISLAND INC 465,440 465,440
    BERKSHIRE HATHAWAY INC DEL CL B 0 0
    BLACKROCK CORPOR HIGH YLD FD 101,850 101,850
    BLACKROCK CREDIT ALL INC TR II 221,175 221,175
    BLACKROCK GBL EQUITY INCOME TR 128,450 128,450
    BLACKROCK REAL ASSET EQUITY TR CLOSED END SBI/CBI 146,200 146,200
    BP PRUDHOE BAY TRY TR UNIT 0 0
    BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 151,050 151,050
    BROOKLINE BANCORP 86,800 86,800
    CAMBRIDGE BANCORP 1,042,913 1,042,913
    CAMPBELL SOUP CO 104,250 104,250
    CANADIAN PAC RY LTD 64,810 64,810
    CARPENTER TECHNOLOGY CORP 100,600 100,600
    CARRIZO OIL & CO INC 34,490 34,490
    CEMEX SAB DE CV SPON ADR 189,353 189,353
    CHEMUNG FINANCIAL CORP 280,575 280,575
    CHICAGO BRIDGE & IRON CO 493,500 493,500
    CIT GROUP INC COM NEW 235,500 235,500
    CLEARBRIDGE ENERGY MLP FD INC 54,950 54,950
    CNB FINANCIAL CORP PENNSYLVANIA 88,860 88,860
    CREDIT SUISSE HIGH YLD BND FD SH BEN INT 28,900 28,900
    CRUDE CARRIERS CORPORATION 58,030 58,030
    DANVERS BANCORP INC 512,430 512,430
    DIAMOND OFFSHORE DRILLING INC 133,740 133,740
    DOMINION RESOURCES INC 8.375% PFD 113,360 113,360
    DOUBLE EAGLE PETE CO 98,600 98,600
    DOVER CORP 58,450 58,450
    DOW 3OSM ENHANCED PREM & INC 181,650 181,650
    DOW CHEM CO 238,980 238,980
    DR PEPPER SNAPPLE GROUP 0 0
    DU PONT E I DE NEMOURS & CO 99,760 99,760
    EATON VANCE LTD DURATION INCOME FD 361,125 361,125
    EATON VANCE TAX MNG GLB DV EQT 184,275 184,275
    EATON VANCE TX MGD DIV EQ INCM 28,275 28,275
    ECA MARCELLUS TR I COM UNIT 79,650 79,650
    EUROSEAS LTD COM NEW 36,910 36,910
    FINANCIAL INSTITUTIONS INC 588,070 588,070
    FRANKLIN TEMPLETON LTD DUR INC 86,905 86,905
    FREESEAS INC 18,700 18,700
    FRONTIER COMMUNICATIONS CORP 72,975 72,975
    GENERAL ELECTRIC CO 274,350 274,350
    GENERAL STEEL HOLDINGS INC 14,350 14,350
    GLADSTONE CAPITAL CORP 115,200 115,200
    H & Q HEALTHCARE FD SH BEN INT 200,550 200,550
    HERSHEY CO 0 0
    HOSPITALITY PROPERTIES REIT TRUST 138,240 138,240
    HUNTSMAN CORP 218,540 218,540
    ISHARES BARCLYS TIPS BD 0 0
    ISHARES COHEN & STEERS REALTY MAJORS 151,156 151,156
    ISHARES MSCI EAFE INDEX FUND 398,807 398,807
    ISHARES MSCI EMERGING MARKETS INDEX 131,016 131,016
    ISHARES RUSSELL 1000 VALUE 454,090 454,090
    ISHARES RUSSELL 2000 INDEX FUND 246,456 246,456
    ISHARES RUSSELL MIDCAP INDEX FUND 427,350 427,350
    ISHARES S&P PREF STK 27,160 27,160
    ISHARES TR RUSSELL 1000 GROWTH INDEX 446,628 446,628
    JOHNSON & JOHNSON 61,850 61,850
    KANSAS CITY SOUTHERN COM NEW 47,860 47,860
    KOHLS CORP 217,360 217,360
    KRAFT FOODS INC 393,875 393,875
    LANNETT CORP INC 8,385 8,385
    LEAR CORP COM NEW 246,775 246,775
    LSB CORP 0 0
    LYONDELLBASELL INDUSTRIES N V SHS 137,600 137,600
    MARKEL CORP 7.5% SR DB 46 126,600 126,600
    MAYFLOWER COOPERATIVE BANK 273,789 273,789
    MCDERMOTT INTL INC 82,760 82,760
    MCDONALDS CORP 76,760 76,760
    MID-AMERICA APARTMENT COMMUNITIES INC 0 0
    MIDDLESEX WATER COMPANY 367,000 367,000
    MOSAIC CO 76,360 76,360
    MUELLER WTR PRODS INC COM 52,125 52,125
    MV OIL TR 318,960 318,960
    NAUGATUCK VY FINL CORP 138,100 138,100
    NAVIOS MARITIME HOLDINGS 52,800 52,800
    NGAS RESOURCES INC 11,200 11,200
    NISOURCE INC 211,440 211,440
    NUVEEN BUILD AMER BD FD COM SHS 91,850 91,850
    NUVEEN MULTI STRAT INC GR FD 2 220,000 220,000
    OLIN CORP COM PAR $1 102,600 102,600
    PACE OIL & GAS LTD 15,199 15,199
    PENN WEST ENERGY TR 0 0
    PEOPLES UNITED FINANCIAL INC 280,200 280,200
    PFIZER INC 367,710 367,710
    PHILIP MORRIS INTL INC 146,325 146,325
    PMA CAP CORP 180,000 180,000
    POSTROCK ENERGY CORP 14,405 14,405
    PREMIER FINANCIAL BANCORP 221,600 221,600
    PRESIDENTIAL LIFE CORP 119,160 119,160
    PROSPECT CAPITAL CORPORATION 216,000 216,000
    PROVIDENT ENERGY TR 119,250 119,250
    PRUDENTIAL FINL INC 58,710 58,710
    REGENERON PHARMACEUTICALS 32,830 32,830
    RIVUS BOND FUND 52,357 52,357
    SANDERS MORRIS HARRIS GROUP 72,500 72,500
    SEADRILL LIMITED 118,720 118,720
    SEARS ROEBUCK ACCEP CORP NT 7% 23,450 23,450
    SEI DAILY INCOME TR MM PORT #32 45,667 45,667
    SEI DAILY INCOME TR MM PORT #32 6,621 6,621
    SI FINL GROUP INC 88,300 88,300
    SKY-MOBI LTD SPONSORED ADS 2,672 2,672
    SMURFIT-STONE CONTAINER CORP 128,000 128,000
    SOUTHERN UN CO 300,875 300,875
    SUSQUEHANNA BANCSHARES INC 96,800 96,800
    SYNGENTA AG SPONSORED ADR 58,780 58,780
    THERAVANCE INC 25,070 25,070
    TIDELANDS RTY TR B UNIT BEN INT 80,000 80,000
    UNILEVER PLC 0 0
    UNITED STATES STL CORP NEW 116,840 116,840
    UNITIL CORP 113,700 113,700
    USA TECHNOLOGIES INC COM 15,450 15,450
    VAN KAMPEN DYNAMIC CR OPPORTUN 268,620 268,620
    VANGUARD INFLAT PROTECTED 59,199 59,199
    VANGUARD INTM TERM CORP-ADM #571 62,504 62,504
    VANGUARD INTRM TRM BD IDX-SI 76,898 76,898
    VANGUARD S/T BOND INDEX 52,228 52,228
    VIRNETX HLDG CORP 59,400 59,400
    WAL MART STORES INC 0 0
    WALGREEN CO 584,400 584,400
    WESTFIELD FINANCIAL INC NEW 46,250 46,250
    WESTERN ASSET HIGH INCM OPP FD 30,400 30,400
    WEYERHAEUSER CO 302,880 302,880
    WHITING USA TR 225,000 225,000
    ZENITH NATL INS CORP 0 0

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    2,448,620
    State & Local Government Securities - End of Year Fair Market Value:


    2,448,620


    TY 2010 InvestmentsOtherSchedule2
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ENTERPRISE PRODS PARTNERS LP FMV 41,610 41,610
    NAVIOS MARITIME PARTNERS FMV 97,250 97,250
    NUSTAR ENERGLY LP FMV 0 0
    PENN VIRGINIA RESOURCE PARTNERS FMV 665,896 665,896
    POWERSHARES ETF TR II BUILD AMER FMV 0 0
    QUEST ENERGY PARTNERS LP FMV 38,050 38,050
    UNITES STATES NATL GAS FUND LP FMV 0 0
    VALLEY NATL BANCORP WARRANT FMV 31,050 31,050

    TY 2010 OtherExpensesSchedule
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES, POSTAGE, ETC. 3,428 0   3,428
    TELEPHONE 2,686 0   2,686
    DUES 495 0   495
    INVESTMENT FEES 16,980 16,980   0


    TY 2010 OtherIncomeSchedule2
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME - OTHER 263 263 263


    TY 2010 OtherIncreasesSchedule
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 2,686,071


    TY 2010 OtherLiabilitiesSchedule
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Description Beginning of Year - Book Value End of Year - Book Value
    CALL OPTIONS 0 26,900


    TY 2010 TaxesSchedule
    Name:
    THOMAS A RODGERS JR FAMILY FOUNDATION
    EIN: 04-3442439
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS 3,282 3,282   0
    FEDERAL TAX 20,351 0   0