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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$60,433,744J 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 Check right arrow.............
3 Interest on savings and temporary cash investments 10,031 10,031 10,031
4 Dividends and interest from securities... 464,470 464,470 464,470
5a Gross rents............ 303,753 303,753 303,753
b Net rental income or (loss) 303,753
6a Net gain or (loss) from sale of assets not on line 10 1,149,801
b Gross sales price for all assets on line 6a 17,792,685
7 Capital gain net income (from Part IV, line 2)... 1,149,801
8 Net short-term capital gain......... 22,410
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
483,354 413,425  
12 Total. Add lines 1 through 11........ 2,411,409 2,341,480 800,664
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 681,716 136,343   545,373
14 Other employee salaries and wages...... 454,299 90,860   363,439
15 Pension plans, employee benefits....... 46,338     37,070
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
43,168     34,534
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,500     30,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
254,376 210,706   34,936
17 Interest............... 292,432 292,432    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
213,732 26,953   162,059
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
649,415    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,468     8,374
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
525,643     423,370
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,209,087 757,294   1,639,155
25 Contributions, gifts, grants paid....... 3,796,310 3,796,310
26 Total expenses and disbursements. Add lines 24 and 25 7,005,397 757,294   5,435,465
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,593,988
b Net investment income (if negative, enter -0-) 1,584,186
c Adjusted net income (if negative, enter -0-)... 800,664
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,129,839 1,047,845 1,047,845
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)..... 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).......... 45,075,284 Click to see attachment
List of Attached Documents:
// Content
34,206,657 		34,829,186
14 Land, buildings, and equipment: basis right arrow25,502,779
Less: accumulated depreciation (attach schedule) right arrow2,253,511 24,208,128 Click to see attachment
List of Attached Documents:
// Content
23,249,268 		24,530,000
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
79,126 		Click to see attachment
List of Attached Documents:
// Content
3,306 		Click to see attachment
List of Attached Documents:
// Content
26,713
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,710,221 58,507,076 60,433,744
Liabilities 17 Accounts payable and accrued expenses.......... 80,001 24,524
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 10,138,023 Click to see attachment
List of Attached Documents:
// Content
2,601,189
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
11,122 		Click to see attachment
List of Attached Documents:
// Content
20,663
23 Total liabilities (add lines 17 through 22)......... 10,229,146 2,646,376
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 60,481,075 55,860,700
29 Total net assets or fund balances (see instructions)..... 60,481,075 55,860,700
30 Total liabilities and net assets/fund balances (see instructions). 70,710,221 58,507,076
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
60,481,075
2
Enter amount from Part I, line 27a .....................
2
-4,593,988
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
55,887,087
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
26,387
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
55,860,700
Form 990-PF (2024)
Form 990-PF (2024)
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 x1394 STOCK SALES - COVERED SHORT-TERM P 2024-01-01 2024-12-31
b x1394 STOCK SALES - COVERED LONG-TERM P 2020-01-01 2024-12-31
c x3092 STOCK SALES - NONCOVERED LONG-TERM P 2020-01-01 2024-12-31
d x7785 STOCK SALES - COVERED SHORT-TERM P 2024-01-01 2024-12-31
e x7785 STOCK SALES - COVERED LONG-TERM P 2020-01-01 2024-12-31
x4349 STOCK SALES- COVERED SHORT TERM P 2024-01-01 2024-12-31
x4349 STOCK SALES- COVERED LONG TERM P 2020-01-01 2024-12-31
x6832 STOCK SALES- COVERED SHORT TERM P 2024-01-01 2024-12-31
x6832 STOCK SALES- COVERED LONG TERM P 2020-01-01 2024-12-31
x7305 STOCK SALES- COVERED SHORT TERM P 2024-01-01 2024-12-31
x7779 STOCK SALES- COVERED LONG TERM P 2020-01-01 2024-12-31
Wash Sales P 2024-01-01 2024-12-31
Wash Sales P 2000-01-01 2024-12-31
RSG BUILDING P 2020-01-30 2024-03-19
(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 512,522   489,074 23,448
b 947,273   515,991 431,282
c 479,687   262,289 217,398
d 3,126,671   3,042,533 84,138
e 1,511,899   1,468,555 43,344
871,245   948,603 -77,358
5,675   4,826 849
2,822,043   2,811,836 10,207
3,771,511   3,575,867 195,644
120,099   144,324 -24,225
3,100,000   2,936,662 163,338
6,200     6,200
12,860     12,860
505,000 43,274 485,598 62,676
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       23,448
b       431,282
c       217,398
d       84,138
e       43,344
      -77,358
      849
      10,207
      195,644
      -24,225
      163,338
      6,200
      12,860
      62,676
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 1,149,801
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 22,410
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 22,020
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 22,020
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 22,020
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,680
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 20,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 39
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,379
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2024 or the taxable year beginning in 2024? 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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See 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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
40.00 		279,228 15,000  
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
BEVERLY ROGERS Trustee
40.00 		402,488    
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
MARITZA WHITE OFFICE MANAGER
40.00 		97,688 8,168  
275 FULL WINE STREET
HENDERSON,NV89074
AMANDA MORGAN LEGAL COUNSEL
40.00 		137,734 9,775  
4830 SANGAY WAY
LAS VEGAS,NV89147
MICHELLE SANDERS COO
40.00 		88,417 6,475  
701 SOUTH 9TH STREET
LAS VEGAS,NV89101
JANAE DOWNEY COO
40.00 		61,061 4,000  
3210 MONTESSOURI ST
LAS VEGAS,NV89117
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 210,706
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 (2024)
Form 990-PF (2024)
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
38,144,638
b
Average of monthly cash balances.......................
1b
1,088,842
c
Fair market value of all other assets (see instructions)................
1c
26,923,010
d
Total (add lines 1a, b, and c).........................
1d
66,156,490
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
66,156,490
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
992,347
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
65,164,143
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,258,207
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
3,258,207
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
22,020
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,020
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,236,187
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,236,187
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
3,236,187
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
5,435,465
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
5,435,465
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,236,187
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 4,645,376
b From 2020...... 5,084,990
c From 2021...... 4,469,101
d From 2022...... 1,656,748
e From 2023...... 2,073,323
f Total of lines 3a through e ........ 17,929,538
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,435,465
a Applied to 2023, 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 2024 distributable amount..... 3,236,187
e Remaining amount distributed out of corpus 2,199,278
5 Excess distributions carryover applied to 2024.    
(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 20,128,816
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		4,645,376
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		15,483,440
10 Analysis of line 9:
a Excess from 2020.... 5,084,990
b Excess from 2021.... 4,469,101
c Excess from 2022.... 1,656,748
d Excess from 2023.... 2,073,323
e Excess from 2024.... 2,199,278
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 545,510
CORE ACADEMY


701 SOUTH 9TH STREET
LAS VEGAS,NV89101 		COMMON BOARD MEMBERS 501C(3) EDUCATIONAL PURPOSES 427,550
DESERT RESEARCH FOUNDATION


215 RAGGIO PARKWAY
RENO,NV89512 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 66,000
LADIES IN TRAINING


701 SOUTH 9TH STREET
LAS VEGAS,NV89101 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 15,275
KENTUCKY WESLEYAN COLLEGE


3000 FREDERICA ST
OWENSBORO,KY42301 		UNRELATED 501C(3) SCHOLARSHIPS 1,192,496
UNLV SCHOLARSHIPS


4505 SOUTH MARYLAND PKWY
LAS VEGAS,NV89154 		UNRELATED 501C(3) SCHOLARSHIPS 114,272
UNIVERSITY OF NEVADA RENO


1664 N VIRGINIA ST
RENO,NV89557 		UNRELATED 501C(3) SCHOLARSHIPS 39,421
UNIVERSITY SOUTHERN CALIFORNIA


620 W McCARTHY WAY STE 21
LOS ANGELES,CA90089 		UNRELATED 501C(3) SCHOLARSHIPS 63,889
ARIZONA STATE UNIVERSITY


PO BOX 870412
TEMPE,AZ85287 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
STANFORD UNIVERSITY


459 LAGUNITA DR STE 7
STANFORD,CA94305 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
HARVARD LAW SCHOOL


1585 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		UNRELATED 501C(3) SCHOLARSHIPS 14,349
OHIO STATE UNIVERSITY


PO BOX 183248
COLUMBUS,OH43218 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
MASSACHUSETTS INSTITUTE OF TECHNOLO


77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		UNRELATED 501C(3) SCHOLARSHIPS 2,500
UNIVERSITY OF MICHIGAN


515 EAST JEFFERSON
ANN ARBOR,MI48109 		UNRELATED 501C(3) SCHOLARSHIPS 25,000
MISC SCHOLARSHIPS


N/A
LAS VEGAS,NV89101 		UNRELATED   SCHOLARSHIPS 101,789
CLEVELAND CLINIC FOUNDATION


888 WEST BONNEVILLE AVE
LAS VEGAS,NV89106 		UNRELATED 501C(3) EDUCATIONAL PURPOSES 50,000
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 145
COLUMBIA UNIVERSITY


PO BOX 1385
NEW YORK,NY10008 		UNRELATED 501C(3) SCHOLARSHIPS 2,004
NEW YORK UNIVERSITY


ONE-HALF FIFTH AVE
NEW YORK,NY10003 		UNRELATED 501C(3) SCHOLARSHIPS 8,876
SARAH LAWRENCE COLLEGE


PO BOX 8000
BUFFALO,NY14267 		UNRELATED 501C(3) SCHOLARSHIPS 2,500
UNIVERSITY OF ARIZONA


PO BOX 28820
TUCSON,AZ85726 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
UNIVERSITY OF CENTRAL FLORIDA


PO BOX 160113
ORLANDO,FL32816 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
UNIVERSITY OF WYOMING


1000 E UNIVERSITY AVE
LARAMIE,WY82071 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
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 3,500
BRESCIA UNIVERSITY


717 FREDERICA STREET
OWENSBORO,KY42301 		UNRELATED 501C(3) SCHOLARSHIPS 2,500
CORNELL UNIVERSITY


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


1350 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		UNRELATED 501C(3) SCHOLARSHIPS 33,500
HOWARD UNIVERSITY


2400 6TH ST NW
WASHINGTON,DC20059 		UNRELATED 501C(3) SCHOLARSHIPS 6,564
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 21,865
UNIVERSITY OF VIRGINIA


PO BOX 400204
CHARLOTTESVILLE,VA22904 		UNRELATED 501C(3) SCHOLARSHIPS 10,000
YALE UNIVERSITY


PO BOX 208232
NEW HAVEN,CT06520 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
THE BEVERLY THEATER


515 S 6TH ST
LAS VEGAS,NV89101 		COMMON MANAGING MEMBERS 501C(3) FILM, THEATER, & PERFORMING ARTS 842,054
DUKE UNIVERSITY


BOX 90759
DURHAM,NC27708 		UNRELATED 501C(3) SCHOLARSHIPS 26,508
GEORGE MASON UNIVERSITY


PO BOX 716475
PHILADELPHIA,PA19171 		UNRELATED 501C(3) SCHOLARSHIPS 2,856
PURDUE UNIVERSITY


128 MEMORIAL MALL RM 194
WEST LAFAYETTE,IN47907 		UNRELATED 501C(3) SCHOLARSHIPS 5,000
UNIVERSITY OF UTAH


201 SOUTH 1460 EAST
SALT LAKE CITY,UT84112 		UNRELATED 501C(3) SCHOLARSHIPS 9,415
NEVADA PRINCE HALL MASONIC FOUNDATI


1932 SOTO LANE
NORTH LAS VEGAS,NV89032 		UNRELATED 501(C)3 EDUCATIONAL PURPOSES 750
97 THE DOCUMENTARY


2039 ELVINGTON RD
JOHNS ISLAND,SC29455 		UNRELATED 501(C)3 EDUCATIONAL PURPOSES 5,000
MISC CHARITY


N/A
LAS VEGAS,NV89101 		UNRELATED 501(C)3 EDUCATIONAL PURPOSES 100
COLLEGE OF SOUTHERN NEVADA


6375 W CHARLESTON BLVD
LAS VEGAS,NV89146 		UNRELATED 501(C)3 SCHOLARSHIPS 2,500
LYNN UNIVERSITY


3601 N MILITARY TRL
BOCA RATON,FL33431 		UNRELATED 501(C)3 SCHOLARSHIPS 7,500
SWARTHMORE COLLEGE


500 COLLEGE AVE
SWARTHMORE,PA19081 		UNRELATED 501(C)3 SCHOLARSHIPS 4,434
TRUCKEE MEADOWS COMMUNITY COLLEGE


7000 DANDINI BLVD
RENO,NV89512 		UNRELATED 501(C)3 SCHOLARSHIPS 438
UNIVERSITY COLLEGE LONDON


GOWER ST
LONDON    
UK 		UNRELATED 501(C)3 SCHOLARSHIPS 10,000
UNIVERSITY OF EVANSVILLE


1800 LINCOLN AVE
EVANSVILLE,IN47722 		UNRELATED 501(C)3 SCHOLARSHIPS 10,000
UNIVERSITY OF SAN DIEGO


5998 ALCALA PARK
SAN DIEGO,CA92110 		UNRELATED 501(C)3 SCHOLARSHIPS 2,500
EXPLORICA


3280 BLOOR STREET WEST
TORONTO,ONTARIO  
CA 		UNRELATED 501(C)3 SCHOLARSHIPS 32,750
Total .................................right arrow 3a 3,796,310
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 10,031  
4 Dividends and interest from securities ....     14 464,470  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 303,753  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        1,149,801
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 -89  
b8VC CO-INVEST FUND 1, L.P.     1 82,544  
cBRIDGE SENIORS HOUSING & MEDIC 523900 47,716      
dCAPITAL GAIN DISTRIBUTIONS     1 158,725  
eFORESITE CAPITAL FUND IV, L.P.     1 -58,138  
fFORESITE CAPITAL FUND V, L.P.     1 -7,773  
gFORESITE CAPITAL OPPORT FUND V     1 -2,649  
hSHERPAEVEREST FUND, LP     1 274,583  
iTVM LIFE SCIENCE INNOVATION II     1 -33,778  
jWRITERS BLOCK PASSTHROUGH 459210 22,213      
12 Subtotal. Add columns (b), (d), and (e) .. 69,929 1,191,679 1,149,801
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,411,409
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 37,500 0 0 30,000

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

TY 2024 DepreciationSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
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
701 S 9TH STREET BUILDING 2015-07-31 663,826 143,964 SL 2.56 % 17,020      
LUCY-BUILDING RESIDENTAIL 2018-11-01 2,793,150 520,497 SL 3.64 % 101,559      
LUCY-SEC 754 27.5 BLDG 2018-11-01 856,415 159,590 SL 3.64 % 31,139      
TENANT IMPROVEMENTS 2018-11-01 630,814 82,892 SL 2.56 % 16,174      
GFI OUTLET/SIGN LIGHTING 2019-09-05 10,906 1,202 SL 2.56 % 280      
LUCY-BUILDING COMMERCIAL 2018-11-01 808,394 106,227 SL 2.56 % 20,727      
LUCY-SEC 754 39 BLDG 2018-11-01 223,374 29,352 SL 2.56 % 5,727      
RSG BUILDING 2020-01-30 405,000 41,111 SL 2.56 % 2,163      
HVAC UNITS-LUCY 2021-10-06 62,352 35,085 200DB 12.49 % 7,788      
A/C BTU CONDENSERS 2022-06-29 21,980 8,524 200DB 17.49 % 3,844      
BEVERLY THEATER-BUILDING COMMERCIAL 2023-02-01 16,735,287 376,042 SL 2.56 % 429,093      
4 HVAC UNITS- LUCY 2024-05-21 76,441   200DB 14.29 % 10,923      
2 HVAC UNITS- LUCY 2024-08-26 15,855   200DB 14.29 % 2,266      
3 TON CONDENSER 2024-06-14 4,985   200DB 14.29 % 712      

TY 2024 InvestmentsOtherSchedule2
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROKERAGE ACCOUNT FMV 31,840,360 32,462,889
INVESTMENT IN THE WRITERS BLOCK AT COST 2,366,297 2,366,297

TY 2024 LandEtcSchedule2
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
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 218,935 110,737 108,198 15,000
Machinery and Equipment 37,597 37,597    
Buildings 22,035,446 1,940,937 20,094,509 22,000,000
Improvements 641,720 100,548 541,172  
Land 2,501,116   2,501,116 2,500,000
Miscellaneous 11,340 7,067 4,273  


TY 2024 LegalFeesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 43,168 0 0 34,534


TY 2024 MortgagesAndNotesPayableSch
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Total Mortgage Amount: 2,601,189


TY 2024 OtherAssetsSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 16,003 33 33
PREPAID FEDERAL EXCISE TAX 63,123 3,273 26,680


TY 2024 OtherDecreasesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
EXCISE TAX 26,387


TY 2024 OtherExpensesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUTOMOBILE EXPENSE 4,601     3,681
BANK SERVICE CHARGES 3,563     2,850
COMPUTER & INTERNET EXPENSE 47,615     38,092
CORE EXPENSES -1,317     -1,054
DUES AND SUBSCRIPTIONS 1,457     1,166
ENN EXPENSES 128,556     102,845
EQUIPMENT RENTAL 8,475     6,780
INSURANCE EXPENSE 186,551     149,241
MEALS & ENTERTAINMENT 12,548     10,038
OFFICE EXPENSES 12,168     9,734
PAYROLL PROCESSING FEES 3,710     2,968
POSTAGE 2,127     1,702
RENT EXPENSE 4,104     3,283
REPAIRS & MAINTENANCE 47,052     37,642
SPECIAL EVENTS 14,280     14,280
TELEPHONE EXPENSE 8,010     6,408
UTILITIES 42,143     33,714


TY 2024 OtherIncomeSchedule2
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
8VC CO-INVEST FUND 1 (AIV), LP -89 -89  
8VC CO-INVEST FUND 1, L.P. 82,544 82,544  
BRIDGE SENIORS HOUSING & MEDIC 47,716    
CAPITAL GAIN DISTRIBUTIONS 158,725 158,725  
FORESITE CAPITAL FUND IV, L.P. -58,138 -58,138  
FORESITE CAPITAL FUND V, L.P. -7,773 -7,773  
FORESITE CAPITAL OPPORT FUND V -2,649 -2,649  
SHERPAEVEREST FUND, LP 274,583 274,583  
TVM LIFE SCIENCE INNOVATION II -33,778 -33,778  
WRITERS BLOCK PASSTHROUGH 22,213    


TY 2024 OtherLiabilitiesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value
TENANT SECURITY DEPOSITS 11,122 17,682


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT/ADVISOR FEES 210,706 210,706 0 0
OUTSIDE CONTRACT SERVICES 27,500 0 0 22,000
PROFESSIONAL FEES 16,170 0 0 12,936


TY 2024 TaxesSchedule
Name:
THE ROGERS FOUNDATION
EIN:
47-2340132
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID ON INVESTMENT INCOME 11,158 11,158    
LICENSES & FEES 2,199     1,759
PAYROLL TAXES 78,976 15,795   63,181
PROPERTY TAXES 121,399     97,119