Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ROGERSSLATER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 824
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLUFFTON, SC299100824
A Employer identification number

30-0134900
B Telephone number (see instructions)

(803) 223-3122
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,159,948J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 453,384
2 Check bullet.............
3 Interest on savings and temporary cash investments 217 217  
4 Dividends and interest from securities... 80,230 80,230  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 89
b Gross sales price for all assets on line 6a 1,248,731
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 533,920 80,447  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 1,250 1,250    
c Other professional fees (attach schedule).... Click to see attachment 7,229 7,229    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 744 744    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,223 9,223   0
25 Contributions, gifts, grants paid....... 117,440 117,440
26 Total expenses and disbursements. Add lines 24 and 25 126,663 9,223   117,440
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 407,257
b Net investment income (if negative, enter -0-) 71,224
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 139    
2 Savings and temporary cash investments......... 295,625 336,999 336,999
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 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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,814,392 Click to see attachment1,171,564 2,754,666
c Investments—corporate bonds (attach schedule)....... 46,625 Click to see attachment46,625 50,632
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 64,426 Click to see attachment887,285 1,017,651
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) 2,221,207 2,442,473 4,159,948
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,221,207 2,442,473
29 Total net assets or fund balances (see instructions)..... 2,221,207 2,442,473
30 Total liabilities and net assets/fund balances (see instructions). 2,221,207 2,442,473
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,221,207
2
Enter amount from Part I, line 27a .....................
2
407,257
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,628,464
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
185,991
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,442,473
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1a
b
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
b
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
b
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  
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 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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 990
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 990
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 990
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 769
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 769
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 227
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 instructions)
    bulletSC
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    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 ofbulletLOUISE SLATER Telephone no.bullet (803) 223-3122

    Located atbulletPO BOX 824BLUFFTONSC ZIP+4bullet299100824
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 instructions ........
    1b
     
     
    ........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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? See 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 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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
    LOUISE SLATER DIRECTOR
    000.00     		0 0 0
    PO BOX 824
    BLUFFTON,SC299100824
    STEVEN C SLATER DIRECTOR
    000.00     		0 0 0
    PO BOX 824
    BLUFFTON,SC299100824
    IRENE B GILLESPIE DIRECTOR
    000.00     		0 0 0
    PO BOX 824
    BLUFFTON,SC299100824
    W CLAYTON SLATER DIRECTOR
    000.00     		0 0 0
    PO BOX 824
    BLUFFTON,SC299100824
    STEVEN L SLATER DIRECTOR
    000.00     		0 0 0
    PO BOX 824
    BLUFFTON,SC299100824
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see 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.............bullet  
    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  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 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
    3,073,591
    b
    Average of monthly cash balances.......................
    1b
    239,952
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,313,543
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,313,543
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    49,703
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,263,840
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    163,192
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    163,192
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    990
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    990
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    162,202
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    162,202
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    162,202
    Part XII
    Qualifying Distributions (see 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
    117,440
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    117,440
    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 instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    117,440
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 162,202
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 85,576
    e From 2019...... 62,687
    fTotal of lines 3a through e........ 148,263
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 117,440
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 117,440
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 44,762 44,762
    (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 5 103,501
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		103,501
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 40,814
    d Excess from 2019.... 62,687
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see 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).)
    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 or e-mail address of the person to whom applications should be addressed:
    LOUISE R SLATER
    PO BOX 824
    BLUFFTON,SC29910
    (803) 223-3122
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST
    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 (2020)
    Form 990-PF (2020)
    Page 11
    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
    AHRE
    PO BOX 1541
    KENNESAW,GA30156     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 100
    APPALACHIAN WILDLIFE REFUGE
    PO BOX 824
    CANDLER,NC28715     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 1,000
    ARROW'S HEART ANIMAL RESCUE
    PO BOX 7
    ZIMMERMAN,MN55398     		NONE PUBLIC ORGANIZATRIONAL DEVELOPMENT 1,500
    ASHEVILLE AREA HABITAT FOR HUMANITY
    33 MEADOW ROAD
    ASHVILLE,NC28803     		NONE PUBLIC ORGINAZATIONAL DEVELOPMENT 100
    CAMP GREER
    PO BOX 490
    OLD FORT,NC28762     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 38,240
    CAROLINA MOUNTAIN WOODTURNERS
    6 JUMP COVE RD
    WEAVERVILLE,NC28787     		NONE PUBLIC ORGANIZATONAL DEVELOPMENT 2,500
    CENTER FOR ACTION & CONTEMPLATION
    PO BOX 12464
    ALBUQUERQUE,NM87195     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 100
    CENTRAL CAROLINA COMMUNITY FOUNDATI
    2711 MIDDLEBURG DR
    COLUMBIA,SC29204     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 500
    HEROES ON HORSEBACK
    PO BOX 3678
    BLUFFTON,SC29910     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 500
    LOVE HOUSE LEARNING
    PO BOX 4132
    BEAUFORT,SC29903     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 500
    MANNA FOOD BANK
    627 SWANNANOA RIVER RD
    ASHEVILLE,NC28805     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 5,600
    OPPORTUNITY INTERNATIONAL
    550 WEST VAN BUREN
    OAK BROOK,IL60523     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 1,000
    REAL CHAMPIONS
    PO BOX 669
    RIDGELAND,SC29936     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 25,000
    RIVER LINK
    170 LYMAN STREET
    ASHEVILLE,NC28801     		NONE PUBLIC ORGANIZAIONAL DEVELOPMENT 100
    SKY'S THE LIMIT FUND
    510A VALLEY WAY
    MILPITAS,CA95035     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 30,000
    STORYBOOK FARM
    300 CUSSETA ROAD
    OPELIKA,AL36801     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 100
    TRUEFACE
    300 OLD DAWSON VILLAGE
    DAWSONVILLE,GA30534     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 500
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 100
    YMCA OF WESTERN NORTH CAROLINA
    40 N MERRIMON AVE STE309
    ASHEVILLE,NC28804     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 2,500
    BLUFFTON SELF HELP
    39 SHERIDAN PARK CIRCLE
    BLUFFTON,SC29910     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 5,000
    SAVINGTEENS
    PO BOX 193
    WALLINGFORD,CT06492     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 1,000
    HOPEFUL HORIZONS
    1212 CHARLES STREET
    BEAUFORT,SC29902     		NONE PUBLIC ORGANIZATIONAL DEVELOPMENT 1,000
    LOW COUNTRY HOPE HOUSE
    4077 SHELL POINT RD
    BEAUFORT,SC29906     		NONE PUBLIC ORGANIZATIONAL DEVLOPMENT 500
    Total .................................bullet 3a 117,440
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 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....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 217  
    4 Dividends and interest from securities....     14 80,230  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        89
    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)..   80,447 89
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    80,536
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    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.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ROGERSSLATER FOUNDATION INC
     
    Employer identification number

    30-0134900
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ROGERSSLATER FOUNDATION INC
          		Employer identification number
    30-0134900
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LOUISE R SLATER
    PO BOX 824
     
    BLUFFTON, SC299100824

    		$ 453,384


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ROGERSSLATER FOUNDATION INC
          		Employer identification number

    30-0134900
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHARES ADP $ 177,315 2020-12-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,098 SHARES ANWPX $ 126,069 2020-12-29
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ROGERSSLATER FOUNDATION INC
          		Employer identification number

    30-0134900
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 1,250 1,250    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    XLV 2020-10 PURCHASE 2020-12   10,166 9,881     285  
    XLP 2020-10 PURCHASE 2020-12   26,496 26,188     308  
    WBA 2020-10 PURCHASE 2020-10   5,067 5,214     -147  
    JLL 2020-10 PURCHASE 2020-10   8,549 7,907     642  
    INGR 2020-10 PURCHASE 2020-10   8,410 8,282     128  
    GD 2020-09 PURCHASE 2020-10   4,601 4,422     179  
    INGR 2020-09 PURCHASE 2020-10   7,870 7,735     135  
    HIG 2020-09 PURCHASE 2020-10   6,934 6,685     249  
    CSCO 2020-09 PURCHASE 2020-10   6,378 6,430     -52  
    PNC 2020-09 PURCHASE 2020-10   2,266 2,250     16  
    USB 2020-09 PURCHASE 2020-10   4,024 3,961     63  
    WBA 2020-08 PURCHASE 2020-10   14,946 16,300     -1,354  
    DISCK 2020-08 PURCHASE 2020-10   1,956 2,044     -88  
    XOM 2020-08 PURCHASE 2020-10   2,989 3,837     -848  
    WFC 2020-07 PURCHASE 2020-10   3,481 3,621     -140  
    SCHW 2020-07 PURCHASE 2020-10   8,944 8,312     632  
    PNC 2020-07 PURCHASE 2020-10   3,173 3,004     169  
    GL 2020-06 PURCHASE 2020-10   10,495 9,276     1,219  
    SCHW 2020-06 PURCHASE 2020-10   189 185     4  
    SCHW 2020-06 PURCHASE 2020-10   872 831     41  
    PPL 2020-06 PURCHASE 2020-10   5,066 4,690     376  
    EXC 2020-06 PURCHASE 2020-10   1,501 1,397     104  
    ABC 2020-06 PURCHASE 2020-10   2,422 2,475     -53  
    NGG 2020-06 PURCHASE 2020-10   1,943 1,855     88  
    AGNC 2020-05 PURCHASE 2020-10   2,361 2,107     254  
    ESRT 2020-05 PURCHASE 2020-10   7,227 7,702     -475  
    NGG 2020-04 PURCHASE 2020-10   972 932     40  
    WFC 2020-04 PURCHASE 2020-10   1,978 2,377     -399  
    ESRT 2020-04 PURCHASE 2020-10   5,739 7,579     -1,840  
    JNJ 2020-04 PURCHASE 2020-10   297 305     -8  
    PPL 2020-04 PURCHASE 2020-10   15,852 13,924     1,928  
    SCHW 2020-04 PURCHASE 2020-10   796 732     64  
    HIG 2020-04 PURCHASE 2020-10   3,963 3,806     157  
    KR 2020-03 PURCHASE 2020-10   1,970 1,633     337  
    MDT 2020-03 PURCHASE 2020-10   17,317 11,954     5,363  
    GD 2020-03 PURCHASE 2020-10   15,670 11,464     4,206  
    WFC 2020-03 PURCHASE 2020-10   1,678 1,805     -127  
    TFC 2020-03 PURCHASE 2020-10   514 356     158  
    LOW 2020-03 PURCHASE 2020-10   5,424 2,187     3,237  
    HIG 2020-03 PURCHASE 2020-10   2,705 2,383     322  
    BKNG 2020-03 PURCHASE 2020-10   1,788 1,225     563  
    TTE 2020-03 PURCHASE 2020-10   2,233 1,713     520  
    USB 2020-03 PURCHASE 2020-10   3,443 2,893     550  
    WMB 2020-03 PURCHASE 2020-10   2,701 1,481     1,220  
    PNC 2020-03 PURCHASE 2020-10   1,700 1,403     297  
    PPG 2020-03 PURCHASE 2020-10   3,750 2,063     1,687  
    TGT 2020-03 PURCHASE 2020-10   166 99     67  
    XEC 2020-03 PURCHASE 2020-10   4,385 2,901     1,484  
    GL 2020-03 PURCHASE 2020-10   1,546 1,249     297  
    XOM 2020-03 PURCHASE 2020-10   1,649 1,591     58  
    AXP 2020-03 PURCHASE 2020-10   3,068 2,251     817  
    COP 2020-03 PURCHASE 2020-10   4,198 3,340     858  
    AGNC 2020-03 PURCHASE 2020-10   4,848 3,516     1,332  
    EXC 2020-03 PURCHASE 2020-10   1,298 1,063     235  
    DISCK 2020-03 PURCHASE 2020-10   484 437     47  
    EBAY 2020-03 PURCHASE 2020-05   2,133 1,355     778  
    MHK 2020-03 PURCHASE 2020-07   5,522 4,673     849  
    SLB 2020-03 PURCHASE 2020-03   4,839 5,097     -258  
    PEP 2020-03 PURCHASE 2020-05   137 112     25  
    SYY 2020-03 PURCHASE 2020-04   1,979 1,321     658  
    SYY 2020-03 PURCHASE 2020-03   1,149 1,050     99  
    SYY 2020-03 PURCHASE 2020-10   14,766 7,315     7,451  
    TFC 2020-03 PURCHASE 2020-10   5,742 3,936     1,806  
    TGT 2020-03 PURCHASE 2020-10   829 526     303  
    TRV 2020-03 PURCHASE 2020-10   2,947 2,395     552  
    SCHW 2020-03 PURCHASE 2020-10   14,591 12,067     2,524  
    SCHW 2020-03 PURCHASE 2020-03   1,529 1,504     25  
    NGG 2020-03 PURCHASE 2020-10   182 162     20  
    TTE 2020-03 PURCHASE 2020-10   893 964     -71  
    WMB 2020-03 PURCHASE 2020-10   5,790 4,210     1,580  
    WFC 2020-03 PURCHASE 2020-10   1,728 2,537     -809  
    WMB 2020-03 PURCHASE 2020-10   12,688 10,597     2,091  
    JNJ 2020-03 PURCHASE 2020-10   4,902 4,588     314  
    USB 2020-03 PURCHASE 2020-10   426 523     -97  
    CSCO 2020-02 PURCHASE 2020-03   1,545 1,713     -168  
    EXC 2020-02 PURCHASE 2020-10   1,785 1,886     -101  
    CSCO 2020-02 PURCHASE 2020-10   13,672 13,665     7  
    XEC 2020-02 PURCHASE 2020-10   2,403 3,030     -627  
    FB 2020-02 PURCHASE 2020-10   1,385 960     425  
    COP 2020-02 PURCHASE 2020-10   2,519 3,480     -961  
    XOM 2020-02 PURCHASE 2020-10   2,440 3,652     -1,212  
    DISCK 2020-02 PURCHASE 2020-10   697 836     -139  
    MHK 2020-02 PURCHASE 2020-07   442 734     -292  
    XEC 2020-02 PURCHASE 2020-08   2,068 2,187     -119  
    TAP 2020-02 PURCHASE 2020-03   873 1,138     -265  
    SLB 2020-02 PURCHASE 2020-03   3,056 6,195     -3,139  
    SHV 2020-02 PURCHASE 2020-03   5,214 5,200     14  
    TTE 2020-02 PURCHASE 2020-10   2,165 2,725     -560  
    UPS 2020-02 PURCHASE 2020-10   10,269 5,237     5,032  
    USB 2020-02 PURCHASE 2020-10   696 875     -179  
    PPG 2020-02 PURCHASE 2020-10   1,071 865     206  
    HIG 2020-02 PURCHASE 2020-10   533 749     -216  
    HMC 2020-02 PURCHASE 2020-10   6,141 6,633     -492  
    NFG 2020-02 PURCHASE 2020-10   805 704     101  
    WFC 2020-02 PURCHASE 2020-10   776 1,335     -559  
    VZ 2020-02 PURCHASE 2020-10   6,891 6,767     124  
    TRV 2020-01 PURCHASE 2020-10   2,381 2,774     -393  
    TGT 2020-01 PURCHASE 2020-10   2,652 1,787     865  
    NFG 2020-01 PURCHASE 2020-10   10,595 10,722     -127  
    NFG 2020-01 PURCHASE 2020-03   1,778 2,187     -409  
    SHV 2019-12 PURCHASE 2020-03   16,863 16,785     78  
    DISCK 2019-10 PURCHASE 2020-10   12,378 16,681     -4,303  
    SNY 2019-09 PURCHASE 2020-03   594 699     -105  
    SNY 2019-09 PURCHASE 2020-02   1,451 1,398     53  
    SNY 2019-09 PURCHASE 2020-10   16,018 14,541     1,477  
    AGNC 2019-09 PURCHASE 2020-02   2,285 2,101     184  
    AGNC 2019-09 PURCHASE 2020-10   9,035 10,394     -1,359  
    AGNC 2019-09 PURCHASE 2020-07   3,460 4,122     -662  
    KR 2019-07 PURCHASE 2020-10   8,227 5,037     3,190  
    KR 2019-07 PURCHASE 2020-04   3,755 2,455     1,300  
    XEC 2019-06 PURCHASE 2020-08   6,471 12,487     -6,016  
    TTE 2019-06 PURCHASE 2020-08   9,843 13,350     -3,507  
    TTE 2019-06 PURCHASE 2020-10   1,855 2,861     -1,006  
    WFC 2019-06 PURCHASE 2020-10   3,180 5,817     -2,637  
    KR 2019-03 PURCHASE 2020-04   1,101 827     274  
    KR 2019-03 PURCHASE 2020-03   3,536 2,676     860  
    KR 2019-03 PURCHASE 2020-02   2,575 2,190     385  
    KR 2019-03 PURCHASE 2020-03   1,970 1,460     510  
    BKNG 2019-03 PURCHASE 2020-10   16,094 15,651     443  
    ADS 2019-02 PURCHASE 2020-03   2,497 8,733     -6,236  
    ADS 2019-01 PURCHASE 2020-03   1,791 6,860     -5,069  
    ADS 2019-01 PURCHASE 2020-02   436 903     -467  
    SLB 2019-01 PURCHASE 2020-03   2,802 7,806     -5,004  
    MHK 2018-12 PURCHASE 2020-07   2,650 4,244     -1,594  
    FB 2018-12 PURCHASE 2020-10   7,480 3,617     3,863  
    ABC 2018-12 PURCHASE 2020-10   6,006 4,574     1,432  
    JNJ 2018-12 PURCHASE 2020-10   5,199 4,334     865  
    USB 2018-12 PURCHASE 2020-10   2,476 2,833     -357  
    PNC 2018-12 PURCHASE 2020-10   10,765 10,630     135  
    HIG 2018-12 PURCHASE 2020-10   10,783 11,616     -833  
    HIG 2018-12 PURCHASE 2020-01   4,678 3,243     1,435  
    TFC 2018-12 PURCHASE 2020-10   10,090 9,688     402  
    UPS 2018-12 PURCHASE 2020-10   7,613 4,564     3,049  
    FB 2018-10 PURCHASE 2020-09   2,373 1,136     1,237  
    FB 2018-10 PURCHASE 2020-10   2,493 1,278     1,215  
    MHK 2018-09 PURCHASE 2020-07   6,331 15,966     -9,635  
    ABC 2018-09 PURCHASE 2020-10   8,719 7,978     741  
    ABC 2018-08 PURCHASE 2020-10   3,294 3,052     242  
    ABC 2018-08 PURCHASE 2020-02   2,355 2,334     21  
    ABC 2018-08 PURCHASE 2020-03   2,598 2,783     -185  
    EBAY 2018-08 PURCHASE 2020-05   14,663 11,193     3,470  
    FB 2018-08 PURCHASE 2020-03   457 533     -76  
    FB 2018-08 PURCHASE 2020-01   7,714 6,218     1,496  
    FB 2018-08 PURCHASE 2020-08   7,389 4,797     2,592  
    FB 2018-08 PURCHASE 2020-09   7,416 4,441     2,975  
    VZ 2018-06 PURCHASE 2020-10   7,657 6,384     1,273  
    TAP 2018-05 PURCHASE 2020-03   4,363 6,890     -2,527  
    TAP 2018-04 PURCHASE 2020-03   393 712     -319  
    TAP 2018-04 PURCHASE 2020-03   3,604 6,767     -3,163  
    TAP 2018-04 PURCHASE 2020-03   6,289 11,579     -5,290  
    SLB 2018-03 PURCHASE 2020-03   1,542 7,277     -5,735  
    XOM 2018-03 PURCHASE 2020-10   2,577 5,493     -2,916  
    SHV 2018-03 PURCHASE 2020-03   17,195 17,093     102  
    SHV 2018-03 PURCHASE 2020-03   12,091 12,021     70  
    SHV 2018-03 PURCHASE 2020-02   18,593 18,527     66  
    KR 2018-03 PURCHASE 2020-02   458 378     80  
    NGG 2018-03 PURCHASE 2020-10   8,501 7,452     1,049  
    USB 2018-02 PURCHASE 2020-10   4,256 6,052     -1,796  
    NGG 2018-02 PURCHASE 2020-10   5,829 5,015     814  
    NGG 2018-02 PURCHASE 2020-02   3,411 2,664     747  
    UPS 2018-02 PURCHASE 2020-10   3,699 2,479     1,220  
    UPS 2018-02 PURCHASE 2020-10   3,187 2,028     1,159  
    GSK 2018-01 PURCHASE 2020-10   7,901 8,101     -200  
    SLB 2017-11 PURCHASE 2020-03   2,413 11,241     -8,828  
    TGT 2017-11 PURCHASE 2020-08   4,293 1,537     2,756  
    TGT 2017-11 PURCHASE 2020-10   9,448 3,129     6,319  
    WFC 2017-10 PURCHASE 2020-10   1,002 2,233     -1,231  
    LOW 2017-08 PURCHASE 2020-10   7,524 3,062     4,462  
    LOW 2017-08 PURCHASE 2020-08   2,827 1,211     1,616  
    LOW 2017-08 PURCHASE 2020-05   5,476 3,205     2,271  
    LOW 2017-08 PURCHASE 2020-05   4,746 2,888     1,858  
    LOW 2017-08 PURCHASE 2020-02   658 444     214  
    MCK 2017-04 PURCHASE 2020-10   8,473 7,645     828  
    COP 2017-03 PURCHASE 2020-10   3,323 4,236     -913  
    UPS 2017-03 PURCHASE 2020-08   1,420 1,059     361  
    UPS 2017-03 PURCHASE 2020-10   13,284 8,367     4,917  
    UPS 2017-03 PURCHASE 2020-03   7,122 8,049     -927  
    VZ 2017-02 PURCHASE 2020-10   5,890 4,872     1,018  
    GSK 2017-01 PURCHASE 2020-10   2,609 2,733     -124  
    MCK 2016-12 PURCHASE 2020-03   904 1,006     -102  
    MCK 2016-12 PURCHASE 2020-02   3,283 3,161     122  
    MCK 2016-12 PURCHASE 2020-10   6,203 5,891     312  
    COP 2016-11 PURCHASE 2020-10   5,597 7,048     -1,451  
    PPG 2016-10 PURCHASE 2020-10   9,374 6,520     2,854  
    PPG 2016-10 PURCHASE 2020-10   14,061 9,658     4,403  
    VZ 2016-09 PURCHASE 2020-10   8,069 7,121     948  
    VZ 2016-09 PURCHASE 2020-02   1,738 1,611     127  
    VZ 2016-09 PURCHASE 2020-03   4,206 4,262     -56  
    EBAY 2016-06 PURCHASE 2020-04   4,109 2,743     1,366  
    EBAY 2016-06 PURCHASE 2020-03   3,804 2,426     1,378  
    GSK 2016-06 PURCHASE 2020-10   2,982 3,204     -222  
    EBAY 2016-06 PURCHASE 2020-05   2,310 1,179     1,131  
    TGT 2016-05 PURCHASE 2020-08   1,380 615     765  
    TGT 2016-05 PURCHASE 2020-05   5,000 2,802     2,198  
    TFC 2016-02 PURCHASE 2020-07   2,860 2,051     809  
    TFC 2016-02 PURCHASE 2020-10   1,693 1,054     639  
    AXP 2016-01 PURCHASE 2020-10   6,876 3,583     3,293  
    GSK 2015-12 PURCHASE 2020-10   4,845 5,318     -473  
    XOM 2015-08 PURCHASE 2020-10   2,577 5,524     -2,947  
    BEN 2015-08 PURCHASE 2020-03   2,788 4,897     -2,109  
    AXP 2015-07 PURCHASE 2020-10   4,231 3,056     1,175  
    EBAY 2015-07 PURCHASE 2020-03   3,981 3,226     755  
    EBAY 2015-07 PURCHASE 2020-02   1,534 1,239     295  
    BEN 2015-07 PURCHASE 2020-03   4,878 10,281     -5,403  
    EXC 2015-04 PURCHASE 2020-10   4,463 3,630     833  
    AXP 2015-02 PURCHASE 2020-10   6,876 5,086     1,790  
    JNJ 2015-02 PURCHASE 2020-10   11,142 7,432     3,710  
    HMC 2014-12 PURCHASE 2020-10   843 1,092     -249  
    HMC 2014-12 PURCHASE 2020-03   5,058 6,552     -1,494  
    HMC 2014-12 PURCHASE 2020-03   214 312     -98  
    HMC 2014-11 PURCHASE 2020-03   6,142 7,955     -1,813  
    TFC 2014-10 PURCHASE 2020-02   2,735 1,610     1,125  
    TFC 2014-10 PURCHASE 2020-07   5,133 3,969     1,164  
    JNJ 2014-09 PURCHASE 2020-02   143 103     40  
    JNJ 2014-09 PURCHASE 2020-03   3,234 2,681     553  
    JNJ 2014-09 PURCHASE 2020-04   440 309     131  
    JNJ 2014-09 PURCHASE 2020-10   4,308 2,990     1,318  
    PNC 2014-08 PURCHASE 2020-10   2,606 1,892     714  
    TRV 2014-08 PURCHASE 2020-10   16,890 13,307     3,583  
    USB 2014-08 PURCHASE 2020-10   9,440 10,122     -682  
    WFC 2014-08 PURCHASE 2020-10   8,889 18,030     -9,141  
    PEP 2014-08 PURCHASE 2020-05   14,092 9,228     4,864  
    PEP 2014-08 PURCHASE 2020-04   4,622 3,136     1,486  
    GSK 2014-08 PURCHASE 2020-03   1,236 1,760     -524  
    TRV 2014-08 PURCHASE 2020-03   1,192 1,161     31  
    PEP 2014-08 PURCHASE 2020-03   335 269     66  
    MDT 2014-08 PURCHASE 2020-01   18,313 9,480     8,833  
    GSK 2014-08 PURCHASE 2020-02   2,930 3,422     -492  
    AXP 2014-08 PURCHASE 2020-02   919 693     226  
    GL 2014-08 PURCHASE 2020-02   4,837 2,602     2,235  
    PNC 2014-08 PURCHASE 2020-02   134 82     52  
    TRV 2014-08 PURCHASE 2020-02   381 268     113  
    PEP 2014-08 PURCHASE 2020-02   3,510 2,240     1,270  
    TRV 2014-08 PURCHASE 2020-07   601 447     154  
    USB 2014-08 PURCHASE 2020-07   4,968 5,642     -674  
    EXC 2014-08 PURCHASE 2020-10   11,724 9,092     2,632  
    XOM 2014-08 PURCHASE 2020-10   447 1,287     -840  
    AXP 2014-08 PURCHASE 2020-10   3,914 3,205     709  
    GSK 2014-08 PURCHASE 2020-10   5,180 6,796     -1,616  
    GL 2014-08 PURCHASE 2020-10   9,844 6,425     3,419  
    XOM 1998-04 PURCHASE 2020-09   20,686 20,498     188  
    XOM 1999-11 PURCHASE 2020-09   6,895 7,344     -449  
    XOM 2017-04 PURCHASE 2020-09   41,372 99,087     -57,715  
    AGNC 2019-09 PURCHASE 2020-10   865       865  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WACHOVIA CAP TR III 46,625 50,632

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 44,923 131,388
    AGNC INVESTMENT CORP    
    ALLIANCE DATA SYSTEMS    
    AMERICAN EXPRESS 165,037 423,185
    AMERICAN EXPRESS    
    AMERISOURCEBERGEN CORP    
    AMGEN INC 32,282 114,960
    APPLE INC 743 265,380
    BOEING COMPANY 38,231 64,218
    BOOKING HOLDINGS INC    
    CHEVRON CORP 112,407 84,450
    CIMAREX ENERGY COMPANY    
    CISCO SYSTEMS INC    
    COLGATE PALMOLIVE CO. 68,846 136,816
    CONOCOPHILLIPS    
    DIAMOND OFFSHORE DRILLING INC    
    DISCOVERY INC    
    EBAY INC    
    EXELON CORP    
    EXXON MOBIL CORP    
    EXXON MOBIL CORP    
    FACEBOOK INC    
    FRANKLIN RESOURCES INC    
    GLAXOSMITHKLINE PLC    
    GLOBE LIFE INC    
    HARTFORD FINANCIAL SERVICES GR    
    HONDA MOTORS LTD    
    JOHNSON & JOHNSON 133,796 377,712
    JOHNSON & JOHNSON    
    KROGER COMPANY    
    LINDE PLC 245,183 395,265
    LOWES COMPANIES INC    
    MACK CALI REALTY CORP    
    MCKESSON CORP    
    MEDTRONIC INC    
    MICROSOFT CORP 105,982 222,420
    MOHAWK INDUSTRIES    
    MOLSON COORS BREWING CO    
    NATIONAL GRID PLC    
    PEPSICO INC    
    PNC FINANCIAL SERVICES GROUP    
    PPG INDUSTRIES    
    PROCTOR & GAMBLE CO    
    PROCTOR & GAMBLE CO 77,757 250,452
    QUALCOMM INC    
    SANOFI SPON ADR    
    SCHLUMBERGER LTD    
    TARGET CORP    
    TORCHMARK COPR    
    TOTAL S A SPON ADR    
    TRAVELERS COMPANIES INC    
    TRUIST FINANCIAL CORP    
    UNITED PARCEL SERVICE INC    
    US BANCORP DE    
    VERIZON COMMUNICATIONS INC    
    WELLS FARGO & CO    
    ABBVIE INC 50,940 64,290
    ADP 41,293 176,200
    TRUIST FINANCIAL CORP 54,144 47,930

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 887,285 1,017,651

    TY 2020 OtherDecreasesSchedule
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Description Amount
    FMV VS COST BASIS OF SECURITIES DONATED 185,991


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISOR FEES 7,229 7,229    


    TY 2020 TaxesSchedule
    Name:
    ROGERSSLATER FOUNDATION INC
    EIN:
    30-0134900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 744 744