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
Tony and Kyra Rogers Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

46-0742207
B Telephone number (see instructions)

(800) 839-1754
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$6,891,074J 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) 2,425,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,992 1,992  
4 Dividends and interest from securities... 111,305 111,305  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -430,491
b Gross sales price for all assets on line 6a 3,095,883
7 Capital gain net income (from Part IV, line 2)... 0
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........ 2,107,806 113,297  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 19,108 19,108    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,509 698    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30,773 2,282   28,491
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,390 22,088   28,491
25 Contributions, gifts, grants paid....... 1,643,200 1,643,200
26 Total expenses and disbursements. Add lines 24 and 25 1,697,590 22,088   1,671,691
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 410,216
b Net investment income (if negative, enter -0-) 91,209
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.............      
2 Savings and temporary cash investments......... 795,757 1,857,247 1,857,247
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)....... 4,762,961 Click to see attachment4,111,687 5,033,827
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 5,558,718 5,968,934 6,891,074
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 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 5,558,718 5,968,934
29 Total net assets or fund balances (see instructions)..... 5,558,718 5,968,934
30 Total liabilities and net assets/fund balances (see instructions). 5,558,718 5,968,934
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
5,558,718
2
Enter amount from Part I, line 27a .....................
2
410,216
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,968,934
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,968,934
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.)
1 a Publicly-traded Securities      
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 3,095,883   3,526,374 -430,491
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       -430,491
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 -430,491
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 1,268
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 1,268
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 1,268
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 10 132
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet132 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
 
No
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
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)
    bulletCA, DE
    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 addressbulletN/A
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    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 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
    Anthony Rogers Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kyra Rogers Pres, Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    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
     
    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  
    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
    4,622,294
    b
    Average of monthly cash balances.......................
    1b
    909,422
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,531,716
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,531,716
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    82,976
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,448,740
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    272,437
    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
    272,437
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,268
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,268
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    271,169
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    271,169
    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
    271,169
    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
    1,671,691
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,671,691
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,671,691
    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 7 271,169
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 221,976
    b From 2016...... 213,137
    c From 2017...... 202,267
    d From 2018...... 535,002
    e From 2019...... 731,147
    fTotal of lines 3a through e........ 1,903,529
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,671,691
    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..... 271,169
    e Remaining amount distributed out of corpus 1,400,522
    5 Excess distributions carryover applied to 2020.    
    (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 3,304,051
    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) ...     		221,976
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,082,075
    10 Analysis of line 9:
    a Excess from 2016.... 213,137
    b Excess from 2017.... 202,267
    c Excess from 2018.... 535,002
    d Excess from 2019.... 731,147
    e Excess from 2020.... 1,400,522
    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).)
    Anthony Rogers
    Kyra Rogers
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    AHA ATTITUDE HARMONY ACHIEVEMENT
    1209 DE LA VINA ST
    SANTA BARBARA,CA93101     		N/A PC General & Unrestricted 1,000
    ANGELS FOSTER CARE OF SANTA BARBARA
    3905 STATE ST 7-115
    SANTA BARBARA,CA93105     		N/A PC General & Unrestricted 1,000
    ANTI DEFAMATION LEAGUE FOUNDATION
    605 3RD AVE
    NEW YORK,NY10158     		N/A PC General & Unrestricted 1,000
    CALIFORNIA LUTHERAN UNIVERSITY
    60 W OLSEN RD MC 1675
    THOUSAND OAKS,CA91360     		N/A PC KCLU Public Radio Program 5,000
    CARPINTERIA CHILDRENS PROJECT
    5201 8TH ST STE 100
    CARPINTERIA,CA93013     		N/A PC General & Unrestricted 5,000
    CHARITYSMITH NONPROFIT FOUNDATION
    13100 FILLY LN
    TRUCKEE,CA96161     		N/A PC General & Unrestricted 20,000
    CHARITYSMITH NONPROFIT FOUNDATION
    13100 FILLY LN
    TRUCKEE,CA96161     		N/A PC Jordan Lindsey's Gentle Soul fund 500
    CHILD ABUSE LISTENING MEDIATION INC
    1236 CHAPALA ST
    SANTA BARBARA,CA93101     		N/A PC General & Unrestricted 15,000
    CHILDRENS MUSEUM OF SANTA BARBARA
    125 STATE ST
    SANTA BARBARA,CA93101     		N/A PC General & Unrestricted 2,500
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		N/A PC General & Unrestricted 10,000
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		N/A PC CMC: Responsible Leadership FUND 250,000
    CONSERVATION INTERNATIONAL FOUNDATION
    2011 CRYSTAL DR STE 600
    ARLINGTON,VA22202     		N/A PC General & Unrestricted 10,000
    CRANE SCHOOL
    1795 SAN LEANDRO LN
    SANTA BARBARA,CA93108     		N/A PC Charitable Event 3,450
    CRANE SCHOOL
    1795 SAN LEANDRO LN
    SANTA BARBARA,CA93108     		N/A PC Cate Hall Renovation FUND 25,000
    CRANE SCHOOL
    1795 SAN LEANDRO LN
    SANTA BARBARA,CA93108     		N/A PC Crane Annual Fund 15,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117     		N/A PC General & Unrestricted 20,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    1875 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 50,000
    EQUALITECH
    5749 STOW CANYON RD
    GOLETA,CA93117     		N/A PC General & Unrestricted 500
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVE
    SANTA BARBARA,CA93110     		N/A PC General & Unrestricted 30,000
    GENTLE BARN FOUNDATION
    15825 SIERRA HWY
    SANTA CLARITA,CA91390     		N/A PC General & Unrestricted 2,000
    GREENPEACE FUND INC
    702 H ST NW STE 300
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 10,000
    HUMAN RIGHTS WATCH INC
    350 5TH AVE 34TH FL
    NEW YORK,NY10118     		N/A PC General & Unrestricted 10,000
    JOHNS HOPKINS UNIVERSITY
    3400 N CHURCH ST
    BALTIMORE,MD21218     		N/A PC Psychedelics and Consciousness Research Unit 1,000
    LOU GRANT PARENT-CHILD WORKSHOP
    5400 6TH ST
    CARPINTERIA,CA93013     		N/A PC General & Unrestricted 2,500
    MATH FOR AMERICA INC
    915 BROADWAY 16TH FL
    NEW YORK,NY10010     		N/A PC General & Unrestricted 1,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 40,000
    NAACP FOUNDATION
    7 ST PAUL ST STE 12
    BALTIMORE,MD21202     		N/A PC General & Unrestricted 25,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190     		N/A PC General & Unrestricted 10,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST 11TH FL
    NEW YORK,NY10011     		N/A PC General & Unrestricted 20,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 20,000
    ONESKY
    2246B 6TH ST
    BERKELEY,CA94710     		N/A PC General & Unrestricted 10,000
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    PO BOX 996
    FREDERICK,MD21705     		N/A PC General & Unrestricted 40,000
    PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
    518 GARDEN ST
    SANTA BARBARA,CA93101     		N/A PC General & Unrestricted 10,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 10,000
    POMONA COLLEGE
    150 E 8TH ST
    CLAREMONT,CA91711     		N/A PC General & Unrestricted 20,000
    RUNX1 FOUNDATION
    1482 E VALLEY RD NO 137
    SANTA BARBARA,CA93108     		N/A PC General & Unrestricted 2,500
    SANTA BARBARA BIRTH CENTER
    2958 STATE ST
    SANTA BARBARA,CA93105     		N/A PC General & Unrestricted 10,000
    SANTA BARBARA CHANNELKEEPER
    714 BOND AVE
    SANTA BARBARA,CA93103     		N/A PC General & Unrestricted 5,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA ST STE 200
    SANTA BARBARA,CA93101     		N/A PC COVID-19 Joint Response Fund 250,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105     		N/A PC General & Unrestricted 10,000
    SANTA BARBARA RESCUE MISSION
    535 E YANONALI ST
    SANTA BARBARA,CA93103     		N/A PC General & Unrestricted 5,000
    SANTA BARBARA YOUTH FOUNDATION
    130 HARBOR WAY
    SANTA BARBARA,CA93109     		N/A PC General & Unrestricted 1,000
    STORYTELLER CHILDRENS CENTER INC
    2115 STATE ST
    SANTA BARBARA,CA93105     		N/A PC General & Unrestricted 50,000
    THACHER SCHOOL INC
    5025 THACHER RD
    OJAI,CA93023     		N/A PC Next Peak Campaign 200,000
    THACHER SCHOOL INC
    5025 THACHER RD
    OJAI,CA93023     		N/A PC Thacher Annual Fund 50,000
    THE DALMATIAN DREAMS FOUNDATION
    1528 CHAPALA ST STE 304
    SANTA BARBARA,CA93101     		N/A PC General & Unrestricted 2,500
    THE LAND TRUST FOR SANTA BARBARA COUNTY
    PO BOX 91830
    SANTA BARBARA,CA93190     		N/A PC General & Unrestricted 5,000
    THE NATURE CONSERVANCY
    2500 MAITLAND CENTER PKWY STE 311
    MAITLAND,FL32751     		N/A PC Dangermond Preserve 200,000
    TRANSITION HOUSE
    425 E COTA ST
    SANTA BARBARA,CA93101     		N/A PC General & Unrestricted 10,000
    UNIVERSITY OF CALIFORNIA SANTA BARBARA - ARTS & LE
    BLDG 402 UNIVERSITY OF CALIFORNIA S
    SANTA BARBARA,CA93106     		N/A PC Producers Circle Membership Fund 2,500
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 500
    WILDERNESS YOUTH PROJECT INCORPORATED
    5386 HOLLISTER AVE STE D
    SANTA BARBARA,CA93111     		N/A PC General & Unrestricted 120,000
    WOMENS FUND OF SANTA BARBARA
    133 E DE LA GUERRA ST NO 15
    SANTA BARBARA,CA93101     		N/A PC General & Unrestricted 2,750
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 20,000
    Total .................................bullet 3a 1,643,200
    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 1,992  
    4 Dividends and interest from securities....     14 111,305  
    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 ............     		    18 -430,491  
    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)..   -317,194  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -317,194
    (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
    Tony and Kyra Rogers Foundation
     
    Employer identification number

    46-0742207
    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
    Tony and Kyra Rogers Foundation
          		Employer identification number
    46-0742207
    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
    Rogers Anthony
    c/o TWM 5500 Preston RD Suite 250
     
    Dallas, TX75205

    		$ 2,425,000


    (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
    Tony and Kyra Rogers Foundation
          		Employer identification number

    46-0742207
    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
     
    		$    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Tony and Kyra Rogers Foundation
          		Employer identification number

    46-0742207
    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:  

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

    TY 2020 DepreciationSchedule
    Name:
    Tony and Kyra Rogers Foundation
    EIN:
    46-0742207
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Tony and Kyra Rogers Foundation
    EIN:
    46-0742207
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 37,862 46,145
    ABBOTT LABS 34,598 43,139
    ABBVIE INC 11,211 13,715
    ACCENTURE PLC 75,076 105,790
    ADOBE SYSTEMS, INC 30,247 42,510
    AGILENT TECHNOLOGIES INC 13,297 15,878
    AGRICULTURAL BANK OF CHINA LIM 1,889 1,703
    AIR PRODS & CHEM INC 4,896 5,738
    AKAMAI TECH COM STK 12,837 14,174
    ALCON INC 4,333 5,410
    ALIBABA GROUP HOLDING LTD 30,237 28,393
    ALPHABET INC CL A 103,590 138,459
    AMAZON COM 59,733 94,451
    AMBEV SA 9,840 13,752
    AMDOCS LIMITED 11,530 12,200
    AMGEN INC 28,520 28,510
    ANHEUSER BUSCH COS INC 3,087 5,103
    ANHUI CONCH CEM ADR 11,379 10,285
    ANTHEM INC 21,373 26,008
    APPLE INC 89,729 181,519
    APTAR GROUP INC 35,109 45,174
    ASAHI GLASS ADR 31,890 49,067
    AVANGRID INC 29,252 27,497
    BANK OF CHINA UNSP/ADR 10,752 8,754
    BANK OF NOVA SCOTIA 13,859 17,401
    BAXTER INTERNATIONAL INC 8,474 8,666
    BECTON DICKINSON & CO 11,998 11,260
    BIOGEN INC 46,933 38,933
    CALRSBERG AS SP ADR REP B 15,892 17,832
    CANON INC 17,894 12,578
    CERENCE INC 2,166 13,464
    CERNER CORPORATION 23,751 26,291
    CGI INC 16,388 17,448
    CHINA CONSTRUCT UNSPON ADR 71,101 72,186
    CISCO SYSTEMS INC 40,890 41,349
    CLEAR CHANNEL COMMUNICATIONS 32,252 29,591
    COGNIZANT TECHNOLOGY SOLUTIONS 11,536 16,554
    COLOPLAST AS ADR 15,865 20,988
    COMCAST CORP 19,876 23,266
    COMPANHIA PARANAENSE DE ENERGI 19,137 23,037
    CONSOLIDATED EDISON INC 35,858 35,123
    CUMMINS INC 44,250 69,493
    CVS CAREMARK CORP 18,472 18,509
    DAI NIPPON PRINTING LTD JAPANS 20,598 18,535
    DANAHER CORP 7,053 11,551
    DENSO CORP ADR 30,838 51,334
    DEUTSCHE POST AG 19,275 23,873
    DIGITAL RLTY TR INC 5,641 5,441
    DOMINION ENERGY INC 6,947 6,467
    DOUBLELINE FLEXIBLE INCOME FUN 92,900 91,375
    EBAY INC 7,466 7,236
    EMERSON ELECTRIC CO 4,562 6,992
    ESTEE LAUDER COMPANIES INC 6,549 9,849
    EXELON CORPORATION 7,778 7,346
    EXPEDITORS INTL WASH INC 33,605 45,367
    FACEBOOK INC 57,002 78,397
    FLUTTER ENTMT PLC ADR 16,714 22,946
    FRESENIUS MED CAR AG 6,702 7,564
    FUCHS PETROLUB SE 3,242 4,604
    FUJIFILM HOLDINGS ADR NPV 19,001 22,438
    FUJITSU LTD ADR OTC 11,623 13,471
    GILEAD SCIENCES INC 17,993 13,633
    GOLDMAN SACHS GROUP 25,583 38,238
    GRAND CANYON EDUCATION, INC 2,115 2,514
    HANG LUNG PROPERTIES-SP ADR 20,747 25,721
    HARTFORD FINANCIALSERVICES GRO 6,224 7,788
    HEIDELBERGCEMENT AG UNSPONSORE 5,982 10,451
    HEINEKEN N V S ADR 32,971 45,119
    HENDERSON LAND DEV COMP LTD AD 59,382 60,605
    HEWLETT PACKARD ENTERPRISE CO 40,461 52,436
    HITACHI LTD 16,636 16,833
    HNI CORP 10,302 11,579
    HOST HOTELS & RESORTS INC 6,446 8,910
    HOYA CORP SPONS ADR 10,362 14,851
    HUNT J B 9,793 13,255
    ILLUMINA INC COM 9,620 9,250
    INDUSTRIAL & COM UNSP/ADR 25,219 24,429
    INFOSYS TECH LTD SPD ADR 23,336 46,155
    INGREDION INC 22,204 22,500
    INTERNATIONAL BUSINESS MACHINE 28,177 27,694
    INTUIT 42,338 61,916
    JANUS HIGH YIELD FUND CLASS I 140,771 141,998
    JUNIPER NETWORKS 33,114 31,401
    KAO CORP 29,066 27,869
    KASIKORNBANK PUB CO LTD ADR CM 23,994 17,859
    KIRIN BREWERY LTD 18,933 23,848
    KONINKLIJKE PHILIPS ELECTRONIC 19,689 24,972
    KYOCERA CORP ADR 37,591 41,429
    L'AIR LIQUIDE ADR OTC 47,232 59,366
    L'OREAL ADR 72,702 97,853
    LEIDOS HOLDINGS INC 13,365 15,242
    LENOVO GROUP LTD ADR 7,525 10,429
    LINDE PLC COM 48,085 65,350
    LIONS GATE ENTERTAINMENT CORP 5,528 7,857
    LOGITECH INTERNATIONAL 31,665 43,930
    LONZA GROUP AG UNSP/ADR 27,369 30,758
    MAGNA INTERNATIONAL INC 23,874 35,400
    MANHATTAN ASSOCIATES INC 3,646 3,997
    MEDTRONIC PLC 25,048 29,168
    MICHELIN CIE GEN UNSP/ADR 33,895 36,008
    MICROSOFT CORP 85,831 130,561
    MILLER HERMAN INC 4,239 6,219
    MITSUBISHI ELEC UNSP/ADR 36,710 41,888
    MOLSON COOR BREW CO CL B 9,161 11,478
    MURATA MFG INC UNSP/ADR 19,561 31,543
    NEDBANK GROUP LTD S/ADR 3,250 6,172
    NETFLIX INC 7,913 8,111
    NEXTERA ENERGY, INC 19,383 26,231
    NOAH HOLDINGS LTD 1,224 2,391
    NOKIA 5,633 5,576
    OLD DOMINION FREIGHT LINES 2,837 4,294
    OMRON CORP S/ADR 14,621 24,339
    PACCAR INC 2,649 3,451
    PAYPAL HOLDINGS, INC 11,479 15,457
    PEARSON PLC 14,421 16,735
    PERNOD-RECARD SA 32,917 42,377
    PINNACLE WEST CAPITAL CORP 778 800
    PROLOGIS 27,272 29,200
    PS BUSINESS PARKS, INC 2,303 2,392
    PUBLIC STORAGE INC 33,248 39,027
    PUBLICIS GROUPE S.A 8,676 12,241
    REGAL BELOITE CP 17,676 33,650
    REGENERON PHARMACEUTICALS INC 27,422 27,537
    RELX PLC 25,674 28,285
    RESMED INC 3,726 4,889
    ROCKWELL AUTOMATION INC 4,846 7,273
    ROYAL BANK OF CANADA 29,647 32,660
    RYDER SYSTEM 3,682 8,585
    S&P GLOBAL INC COM 14,766 14,464
    SALESFORCE.COM 19,046 16,245
    SAP AKTIENGESELL ADS 22,001 21,384
    SCHNEIDER NATIONAL INC 22,768 22,915
    SEKISUI HOUSE LTD 57,843 65,249
    SGS SA UNSP ADR 36,659 42,014
    SHAW COMMUNICATIONS INC 15,043 14,557
    SHIMANO INC UNSP ADR EACH REPR 14,605 23,765
    SIEMENS AG 10,909 18,235
    SINOPEC SHANGHAI-SPONS ADR 5,112 4,301
    SMITH & NEPHEW PLC ADR 8,069 8,012
    SONIC HEALTHCARE LTD SHS 8,488 10,389
    STORA ENSO OYJ 14,929 25,423
    SUN HUNG KAI PY LTD S/ADR 76,349 74,400
    SYSMEX CORP UNSP ASDR 7,448 13,233
    T. ROWE PRICE GROUP 39,547 59,193
    TARGET CORPORATION 26,227 40,778
    TE CONNECTIVITY LTD 13,214 23,851
    TENCENT HOLDINGS LIMITED 33,486 36,592
    THERMO FISHER SCIENTIFIC INC 13,973 14,439
    TORONTO DOMINION 15,923 19,803
    TRAVELERS COMPANIES INC 10,521 12,774
    UBISOFT ENTERTAIN UNSP ADR EAC 9,176 11,935
    UNITEDHEALTH GROUP INC 17,148 18,937
    UNUM CORP 8,034 12,525
    UPM KYMMENE CORP 38,940 54,567
    VALEO SA SPONS ADR 7,528 14,661
    VANGUARD SHORT-TERM CORPORATE 298,896 306,003
    VERISK ANALYTICS, INC 12,641 15,569
    VIPSHOP HOLDINGS LTD 18,024 24,540
    VIVENDI SA 10,606 11,749
    WABTEC 6,310 9,077
    WALT DISNEY HOLDINGS CO 2,752 3,624
    WASTE MANAGEMENT INC 20,957 22,289
    WERNER ENTERPRISES INC 42,620 41,573
    WEST PHARMA SVCS INC 12,613 21,248
    WESTROCK COMPANY 1,973 3,004
    WIPRO LTD SPON ADR 20,191 38,590
    WOLTERS KLUWER S/ADR 21,333 24,427
    WOORI FINANCE ADR 32 27
    WPP PLC 1,066 1,731
    YY INC 5,603 5,519
    ZALANDO SE 17,319 23,970
    ZOOM VIDEO COMMUNICATIONS INC 8,882 12,144

    TY 2020 LiquidationExplanationStmt
    Name:
    Tony and Kyra Rogers Foundation
    EIN:
    46-0742207
    Statement:
    As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,643,200. This amount represents 25% or more of the Foundation's net assets of $5,689,484 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


    TY 2020 OtherExpensesSchedule
    Name:
    Tony and Kyra Rogers Foundation
    EIN:
    46-0742207
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 27,256     27,256
    Bank Charges 2,282 2,282    
    Foundation Dues & Memberships 1,000     1,000
    State or Local Filing Fees 235     235


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Tony and Kyra Rogers Foundation
    EIN:
    46-0742207
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 19,108 19,108    


    TY 2020 TaxesSchedule
    Name:
    Tony and Kyra Rogers Foundation
    EIN:
    46-0742207
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 1,400      
    990-PF Excise Tax for 2019 2,411      
    Foreign Tax Paid 698 698