Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE ROGERS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)701 SOUTH 9TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89101
A Employer identification number

47-2340132
B Telephone number (see instructions)

(702) 657-3114
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$72,127,279J 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) 1,660,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13,663 13,663  
4 Dividends and interest from securities... 658,900 658,900  
5a Gross rents............ 294,311 294,311  
b Net rental income or (loss) 294,311
6a Net gain or (loss) from sale of assets not on line 10 -287,830
b Gross sales price for all assets on line 6a 19,333,441
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)....... Click to see attachment
List of Attached Documents:
// Content
-406,602 -406,602  
12 Total. Add lines 1 through 11........ 1,932,442 560,272  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 407,531 81,506   326,025
14 Other employee salaries and wages...... 410,387 82,077   328,310
15 Pension plans, employee benefits....... 58,899     47,119
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,288     12,230
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,000     8,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
364,996 241,601   98,716
17 Interest............... 585,426 585,426    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
179,829 32,073   129,567
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
610,828    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,820     2,256
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
539,927     441,493
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,185,931 1,022,683   1,393,716
25 Contributions, gifts, grants paid....... 4,437,076 4,437,076
26 Total expenses and disbursements. Add lines 24 and 25 7,623,007 1,022,683   5,830,792
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,690,565
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 6,692,804 1,129,839 1,129,839
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 105,250 Click to see attachment
List of Attached Documents:
// Content
217,844 		217,844
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 49,385,936 Click to see attachment
List of Attached Documents:
// Content
45,075,284 		46,170,470
14 Land, buildings, and equipment: basis right arrow25,855,498
Less: accumulated depreciation (attach schedule) right arrow1,647,370 8,140,229 Click to see attachment
List of Attached Documents:
// Content
24,208,128 		24,530,000
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
15,465,935 		Click to see attachment
List of Attached Documents:
// Content
79,126 		Click to see attachment
List of Attached Documents:
// Content
79,126
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 79,790,154 70,710,221 72,127,279
Liabilities 17 Accounts payable and accrued expenses.......... 51,255 80,001
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 13,551,331 Click to see attachment
List of Attached Documents:
// Content
10,138,023
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
15,928 		Click to see attachment
List of Attached Documents:
// Content
11,122
23 Total liabilities (add lines 17 through 22)......... 13,618,514 10,229,146
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 66,171,640 60,481,075
29 Total net assets or fund balances (see instructions)..... 66,171,640 60,481,075
30 Total liabilities and net assets/fund balances (see instructions). 79,790,154 70,710,221
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
66,171,640
2
Enter amount from Part I, line 27a .....................
2
-5,690,565
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
60,481,075
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
60,481,075
Form 990-PF (2023)
Form 990-PF (2023)
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 STOCK SALES - COVERED SHORT-TERM P 2023-01-01 2023-12-31
b STOCK SALES - NONCOVERED SHORT-TERM P 2023-01-01 2023-12-31
c STOCK SALES - COVERED LONG-TERM P 2020-01-01 2023-12-31
d MINI COOPER WMWXP7C57 P 2018-06-04 2023-04-05
e 2016 LEXUS VIN#JTHBA1D27 P 2018-06-11 2023-03-13
2018 JAGUAR XE P 2021-03-01 2023-04-01
2021 PORSCHE MACAN S P 2021-02-18 2023-03-13
2022 CHEVROLET P 2022-06-13 2023-04-01
Wash Sale      
(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 13,753,484   13,834,039 -80,555
b 206,505   203,911 2,594
c 5,250,858   5,526,761 -275,903
d 15,000 39,693 40,594 14,099
e 15,987 31,007 31,615 15,379
21,111 26,857 26,857 21,111
50,088 47,245 76,696 20,637
20,408 14,400 40,000 -5,192
      35,145
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       -80,555
b       2,594
c       -275,903
d       14,099
e       15,379
      21,111
      20,637
      -5,192
       
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 -252,685
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
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 right arrow 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) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
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  
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 63,123
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 63,123
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 63,123
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow63,123 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNV
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowTHE ROGERS.FOUNDATION
14
The books are in care ofright arrowJANAE DOWNEY Telephone no.right arrow (702) 657-3114

Located atright arrow701 SOUTH 9TH STREETLAS VEGASNV ZIP+4right arrow89101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
Yes
 
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
RORY REID Trustee
0.00 		0    
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
BEVERLY ROGERS Trustee
0.00 		0    
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
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
RORY REID PRESIDENT
40.00 		206,185 17,308  
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
BEVERLY ROGERS CHAIRWOMAN
40.00 		201,346    
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
MICHELLE SANDERS COO
40.00 		149,862 12,678  
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
AMANDA MORGAN LEGAL COUNSEL
40.00 		102,721 12,981  
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
MARITZA WHITE OFFICE MANAGER
40.00 		69,557 9,358  
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
Morgan Stanley Investment Advisor 241,601
1 New York Plaza 40th Floor
New York,NY10004
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
45,211,405
b
Average of monthly cash balances.......................
1b
3,911,322
c
Fair market value of all other assets (see instructions)................
1c
27,171,054
d
Total (add lines 1a, b, and c).........................
1d
76,293,781
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
76,293,781
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,144,407
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,149,374
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,757,469
Part X
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 IX, line 6..................
1
3,757,469
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,757,469
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,757,469
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,757,469
Part XI
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
5,830,792
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
5,830,792
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,757,469
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,656,995
b From 2019...... 4,645,376
c From 2020...... 5,084,990
d From 2021...... 4,469,101
e From 2022...... 1,656,748
f Total of lines 3a through e ........ 18,513,210
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,830,792
a Applied to 2022, 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)........ 		0
d Applied to 2023 distributable amount..... 3,757,469
e Remaining amount distributed out of corpus 2,073,323
5 Excess distributions carryover applied to 2023.    
(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 20,586,533
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,656,995
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		17,929,538
10 Analysis of line 9:
a Excess from 2019.... 4,645,376
b Excess from 2020.... 5,084,990
c Excess from 2021.... 4,469,101
d Excess from 2022.... 1,656,748
e Excess from 2023.... 2,073,323
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SCHOLARSHIPS
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
(702) 657-3114
bThe form in which applications should be submitted and information and materials they should include:
SCHOLARSHIP APPLICATION FORM AND APPLICATION PROCESS INSTRUCTIONS AVAILABLE AT THEROGERS.FOUNDATION
cAny submission deadlines:
FEBRUARY 8, 2023
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE A CURRENT HIGH SCHOOL SENIOR IN A PUBLIC SCHOOL IN THE CLARK COUNTY SCHOOL DISTRICT. OTHER MINIMUM ELIGIBILITY REQUIREMENTS AND SELECTION CRITERIA ARE LISTED AT THEROGERS.FOUNDATION
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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
BLACK MOUNTAIN INSTITUTE


4505 S MARYLAND PARKWAY
LAS VEGAS,NV89154 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 45,456
NEVADA STATE COLLEGE FOUNDATION


1300 NEVADA STATE DRIVE
HENDERSON,NV89002 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 500,000
CORE ACADEMY


701 SOUTH 9TH STREET
LAS VEGAS,NV89101 		COMMON BOARD MEMBERS 501C(3) EDUCATIONAL PURPOSES 423,900
THE SMITH CENTER FOR THE PERFORMING


361 SYMPHONY PARK AVE
LAS VEGAS,NV89106 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 200,000
LADIES IN TRAINING


701 SOUTH 9TH STREET
LAS VEGAS,NV89101 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 28,469
KENTUCKY WESLEYAN COLLEGE


3000 FREDERICA ST
OWENSBORO,KY42301 		UNRELATED 501C(3) SCHOLARSHIPS 1,466,404
UNLV SCHOLARSHIPS


4505 SOUTH MARYLAND PKWY
LAS VEGAS,NV89154 		UNRELATED 501C(3) SCHOLARSHIPS 83,530
UNIVERSITY OF NEVADA RENO


1664 N VIRGINIA ST
RENO,NV89557 		UNRELATED 501C(3) SCHOLARSHIPS 25,692
UNIVERSITY OF WASHINGTON


BOX 24967
SEATTLE,WA98124 		UNRELATED 501C(3) SCHOLARSHIPS 16,667
UNIVERSITY SOUTHERN CALIFORNIA


620 W McCARTHY WAY STE 21
LOS ANGELES,CA90089 		UNRELATED 501C(3) SCHOLARSHIPS 61,461
UNIVERSITY OF PENNSYLVANIA


3541 WALNUT STREET
PHILADELPHIA,PA19104 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
HARVARD LAW SCHOOL


1585 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		UNRELATED 501C(3) SCHOLARSHIPS 17,039
OHIO STATE UNIVERSITY


PO BOX 183248
COLUMBUS,OH43218 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
MASSACHUSETTS INSTITUTE OF TECHNOLO


77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		UNRELATED 501C(3) SCHOLARSHIPS 9,275
UNIVERSITY OF MIAMI


P O BOX 025551
MIAMI,FL33102 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
UNIVERSITY OF MICHIGAN


515 EAST JEFFERSON
ANN ARBOR,MI48109 		UNRELATED 501C(3) SCHOLARSHIPS 12,500
MISC SCHOLARSHIPS


N/A
LAS VEGAS,NV89101 		UNRELATED   SCHOLARSHIPS 166,455
BROWN UNIVERSITY


CASHIERS OFFICE BOX 1911
PROVIDENCE,RI02912 		UNRELATED 501C(3) SCHOLARSHIPS 20,000
CHAPMAN UNIVERSITY


ONE UNIVERSITY DRIVE
ORANGE,CA92866 		UNRELATED 501C(3) SCHOLARSHIPS 9,855
COLUMBIA UNIVERSITY


PO BOX 1385
NEW YORK,NY10008 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
GEORGE WASHINGTON UNIVERSITY


45155 RESEARCH PLACE
ASHBURN,VA20147 		UNRELATED 501C(3) SCHOLARSHIPS 13,560
NEVADA STATE COLLEGE


1300 NEVADA STATE DRIVE
HENDERSON,NV89002 		UNRELATED 501C(3) SCHOLARSHIPS 3,643
NEW YORK UNIVERSITY


ONE-HALF FIFTH AVE
NEW YORK,NY10003 		UNRELATED 501C(3) SCHOLARSHIPS 5,011
SARAH LAWRENCE COLLEGE


PO BOX 8000
BUFFALO,NY14267 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
UNIVERSITY OF ARIZONA


PO BOX 28820
TUCSON,AZ85726 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
UNC-CHAPEL HILL


450 RIDGE RD CB 1400
CHAPEL HILL,NC27599 		UNRELATED 501C(3) SCHOLARSHIPS 15,000
UNIVERSITY OF CENTRAL FLORIDA


PO BOX 160113
ORLANDO,FL32816 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
UNIVERSITY OF WYOMING


1000 E UNIVERSITY AVE
LARAMIE,WY82071 		UNRELATED 501C(3) SCHOLARSHIPS 2,500
UNIVERSITY OF KENTUCKY


800 ROSE ST RM MN-104B
LEXINGTON,KY40536 		UNRELATED 501C(3) SCHOLARSHIPS 9,510
VIRGINIA TECH


800 WASHINGTON STREET SW
BLACKSBURG,VA24061 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
AMERICAN UNIVERSITY


4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		UNRELATED 501C(3) SCHOLARSHIPS 3,142
BRESCIA UNIVERSITY


717 FREDERICA STREET
OWENSBORO,KY42301 		UNRELATED 501C(3) SCHOLARSHIPS 16,127
CHATHAM UNIVERSITY


WOODLAND ROAD
PITTSBURGH,PA15232 		UNRELATED 501C(3) SCHOLARSHIPS 5,306
CORNELL UNIVERSITY


PO BOX 752
ITHACA,NY14851 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
DREXEL UNIVERSITY


3141 CHESTNUT ST
PHILADELPHIA,PA19104 		UNRELATED 501C(3) SCHOLARSHIPS 4,474
HARVARD UNIVERSITY


1350 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		UNRELATED 501C(3) SCHOLARSHIPS 35,000
HOWARD UNIVERSITY


2400 6TH ST NW
WASHINGTON,DC20059 		UNRELATED 501C(3) SCHOLARSHIPS 24,181
NORTHERN ARIZONA UNIVERSITY


601 S KNOLES DR
FLAGSTAFF,AZ86011 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
UNIVERSITY OF CALIFORNIA-DAVIS


PO BOX 989062
WEST SACRAMENTO,CA95798 		UNRELATED 501C(3) SCHOLARSHIPS 35,000
UNIVERSITY OF VIRGINIA


PO BOX 400204
CHARLOTTESVILLE,VA22904 		UNRELATED 501C(3) SCHOLARSHIPS 7,500
YALE UNIVERSITY


PO BOX 208232
NEW HAVEN,CT06520 		UNRELATED 501C(3) SCHOLARSHIPS 15,000
THE BEVERLY THEATER


515 S 6TH ST
LAS VEGAS,NV89101 		COMMON MANAGING MEMBERS 501C(3) FILM, THEATER, & PERFORMING ARTS 1,011,735
GENTLEMEN BY CHOICE


1016 W OWENS AVE
LAS VEGAS,NV89106 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 500
PARENT POWERED PBC


548 MARKET ST SUITE 75516
SAN FRANCISCO,CA94104 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 3,967
DUKE UNIVERSITY


BOX 90759
DURHAM,NC27708 		UNRELATED 501C(3) SCHOLARSHIPS 30,000
GEORGE MASON UNIVERSITY


PO BOX 716475
PHILADELPHIA,PA19171 		UNRELATED 501C(3) SCHOLARSHIPS 8,464
PURDUE UNIVERSITY


128 MEMORIAL MALL RM 194
WEST LAFAYETTE,IN47907 		UNRELATED 501C(3) SCHOLARSHIPS 2,500
UNIVERSITY OF NORTH TEXAS


1155 UNION CIRCLE 310620
DENTON,TX76203 		UNRELATED 501C(3) SCHOLARSHIPS 10,018
UNIVERSITY OF UTAH


201 SOUTH 1460 EAST
SALT LAKE CITY,UT84112 		UNRELATED 501C(3) SCHOLARSHIPS 3,235
Total .................................right arrow 3a 4,437,076
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 13,663  
4 Dividends and interest from securities ....     14 658,900  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 294,311  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -287,830
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a8VC CO-INVEST FUND 1 (AIV), LP 		    1 -79  
b8VC CO-INVEST FUND 1, L.P.     1 -11,829  
cBRIDGE SENIORS HOUSING & MEDIC 523900 -137,178      
dCAPITAL GAIN DISTRIBUTIONS     1 17,387  
eFORESITE CAPITAL FUND IV, L.P.     1 -77,300  
fFORESITE CAPITAL FUND V, L.P.     1 -6,404  
gFORESITE CAPITAL OPPORT FUND V     1 1,954  
hSHERPAEVEREST FUND, LP     1 -184,961  
iTVM LIFE SCIENCE INNOVATION II     1 -25,167  
jWRITERS BLOCK PASSTHROUGH 459210 16,975      
12 Subtotal. Add columns (b), (d), and (e) .. -120,203 680,475 -287,830
13Total. Add line 12, columns (b), (d), and (e)..................
13
272,442
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
THE ROGERS FOUNDATION
 
Employer identification number

47-2340132
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE ROGERS FOUNDATION
  		Employer identification number
47-2340132
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
Englestad Family Foundation
11105 W Flamingo Road
 
Las Vegas, NV89135

$ 1,660,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE ROGERS FOUNDATION
  		Employer identification number

47-2340132
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE ROGERS FOUNDATION
  		Employer identification number

47-2340132
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) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,000 0 0 8,000

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TY 2023 DepreciationSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
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
2007 FORD F500 VIN#103025 2014-10-31 32,249 32,195 200DB 5.0000 54      
MINI COOPER WMWXP7C57 2018-06-04 40,594 38,792 200DB 5.0000 901      
2016 LEXUS VIN#JTHBA1D27 2018-06-11 31,615 30,399 200DB 5.0000 608      
701 S 9TH STREET BUILDING 2015-07-31 663,826 126,944 SL 2.56 % 17,020      
FURNITURE&EQUIPMENT 2016-03-26 4,706 4,544 200DB 7.0000 162      
LUCY-BUILDING RESIDENTAIL 2018-11-01 2,793,150 418,938 SL 3.64 % 101,559      
LUCY-SEC 754 27.5 BLDG 2018-11-01 856,415 128,451 SL 3.64 % 31,139      
TENANT IMPROVEMENTS 2018-11-01 630,814 66,718 SL 2.56 % 16,174      
GFI OUTLET/SIGN LIGHTING 2019-09-05 10,906 922 SL 2.56 % 280      
LUCY-BUILDING COMMERCIAL 2018-11-01 808,394 85,500 SL 2.56 % 20,727      
LUCY-SEC 754 39 BLDG 2018-11-01 223,374 23,625 SL 2.56 % 5,727      
RSG BUILDING 2020-01-30 405,000 30,727 SL 2.56 % 10,384      
2021 PORSCHE MACAN S 2021-02-18 76,696 39,882 200DB 19.20 % 7,363      
HVAC UNITS-LUCY 2021-10-06 62,352 24,180 200DB 17.49 % 10,905      
A/C BTU CONDENSERS 2022-06-29 21,980 3,141 200DB 24.49 % 5,383      
2022 CHEVROLET 2022-06-13 40,000 8,000 200DB 32.00 % 6,400      
BEVERLY THEATER-BUILDING COMMERCIAL 2023-02-01 16,735,287   SL 2.25 % 376,042      

TY 2023 InvestmentsOtherSchedule2
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROKERAGE ACCOUNT FMV 42,731,200 43,826,386
INVESTMENT IN THE WRITERS BLOCK AT COST 2,344,084 2,344,084

TY 2023 LandEtcSchedule2
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Auto./Transportation Equip. 56,625 56,625   15,000
Furniture and Fixtures 126,639 85,916 40,723 15,000
Machinery and Equipment 37,597 37,597    
Buildings 22,485,446 1,376,783 21,108,663 22,000,000
Improvements 641,720 84,094 557,626  
Land 2,501,116   2,501,116 2,500,000
Miscellaneous 6,355 6,355    


TY 2023 LegalFeesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 15,288 0 0 12,230


TY 2023 MortgagesAndNotesPayableSch
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Total Mortgage Amount: 10,138,023


TY 2023 OtherAssetsSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 882 16,003 16,003
PREPAID FEDERAL EXCISE TAX 63,123 63,123 63,123


TY 2023 OtherExpensesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUTOMOBILE EXPENSE 7,418     5,934
BANK SERVICE CHARGES 2,407     1,926
COMPUTER & INTERNET EXPENSE 48,786     39,029
CORE EXPENSES 254     254
DUES AND SUBSCRIPTIONS 731     585
ENN EXPENSES 116,282     93,026
EQUIPMENT RENTAL 8,115     6,492
INSURANCE EXPENSE 147,342     117,874
LOSS FROM THEFT 5,918     4,734
MEALS & ENTERTAINMENT 13,849     11,079
OFFICE EXPENSES 12,047     9,638
PAYROLL PROCESSING FEES 3,097     2,478
POSTAGE 2,795     2,236
RENT EXPENSE 4,015     3,212
REPAIRS & MAINTENANCE 60,612     48,490
ROGERS ART LOFT EXPENSES 25,578     25,578
SPECIAL EVENTS 21,916     21,916
SUPPLIES/SWAG 1,452     1,162
TELEPHONE EXPENSE 8,594     6,875
UTILITIES 48,719     38,975


TY 2023 OtherIncomeSchedule2
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
8VC CO-INVEST FUND 1 (AIV), LP -79 -79  
8VC CO-INVEST FUND 1, L.P. -11,829 -11,829  
BRIDGE SENIORS HOUSING & MEDIC -137,178 -137,178  
CAPITAL GAIN DISTRIBUTIONS 17,387 17,387  
FORESITE CAPITAL FUND IV, L.P. -77,300 -77,300  
FORESITE CAPITAL FUND V, L.P. -6,404 -6,404  
FORESITE CAPITAL OPPORT FUND V 1,954 1,954  
SHERPAEVEREST FUND, LP -184,961 -184,961  
TVM LIFE SCIENCE INNOVATION II -25,167 -25,167  
WRITERS BLOCK PASSTHROUGH 16,975 16,975  


TY 2023 OtherLiabilitiesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
TENANT SECURITY DEPOSITS 11,982 11,122


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT/ADVISOR FEES 241,601 241,601 0 0
OUTSIDE CONTRACT SERVICES 49,709 0 0 39,767
PROFESSIONAL FEES 73,686 0 0 58,949


TY 2023 OtherReceivablesOfficersSch
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Travel Advance to Officers:  


Item No. 1
Borrower's Name BEVERLY ROGERS
Borrower's Title  
Original Amount of Loan  
Balance Due 100000
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  

Item No. 2
Borrower's Name BEVERLY ROGERS
Borrower's Title  
Original Amount of Loan  
Balance Due 5250
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  

Item No. 3
Borrower's Name BEVERLY ROGERS
Borrower's Title  
Original Amount of Loan  
Balance Due 5000
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  

Item No. 4
Borrower's Name MARITZA WHITE
Borrower's Title  
Original Amount of Loan  
Balance Due 15987
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  

Item No. 5
Borrower's Name RORY REID
Borrower's Title  
Original Amount of Loan  
Balance Due 50088
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  

Item No. 6
Borrower's Name NOEL W KELLY II
Borrower's Title  
Original Amount of Loan  
Balance Due 21111
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  

Item No. 7
Borrower's Name AMANDA MORGAN
Borrower's Title  
Original Amount of Loan  
Balance Due 20408
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  


TY 2023 SubstantialContributorsSch
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Name Address
Engelstad Family Foundation 11105 W Flamingo Road
Las Vegas,NV89135


TY 2023 TaxesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID ON INVESTMENT INCOME 17,871 17,871    
LICENSES & FEES 957     766
PAYROLL TAXES 71,012 14,202   56,810
PROPERTY TAXES 89,989     71,991