T Gary And Kathleen Rogers Private Family Foundation
- Assets
- $59.2m
- Revenue
- $3.4m
- Investments
- $41.1m
- Employees
- 0
- Location
- Oakland, CA
- Founding
- 04/2004
- Data as of
- 12/2022
- EIN
- 65-1202020
Organization Overview
T Gary And Kathleen Rogers Private Family Foundation is located in Oakland, CA. The organization was established in 2004. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. T Gary And Kathleen Rogers Private Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, T Gary And Kathleen Rogers Private Family Foundation generated $3.4m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $8.4m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, T Gary And Kathleen Rogers Private Family Foundation has awarded 417 individual grants totaling $26,997,676. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rhonnel S Sotelo Executive Director | 40 | $290,942 | |
Brian K Rogers CEO And Board Secretary | 40 | $192,843 | |
Gregory D Klein Senior Dir, Innovati | 40 | $143,352 | |
Dana A Wellhausen Senior Dir Of Strate | 40 | $155,137 | |
Bonnie Look Grant & Program Oper | 40 | $127,728 | |
Sara R Levine Senior Program Offic | 40 | $132,590 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Cambridge Associates Llc | 12/30/22 | $90,281 |
Traynor Group | 12/30/22 | $57,867 |
Hood & Strong Llp | 12/30/22 | $53,985 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $225,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $794,002 |
| Net Rental Income | -$63,824 |
| Net Gain on Sale of Assets | $1,483,209 |
| Capital Gain Net Income | $1,941,049 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,000 |
| Total Revenue | $3,382,414 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $483,785 |
| Other employee salaries and wages | $1,932,879 |
| Pension plans, employee benefits | $337,082 |
| Interest | $107,124 |
| Taxes | $217,941 |
| Depreciation | $1,039,463 |
| Occupancy | $548,884 |
| Travel, conferences, and meetings | $58,383 |
| Printing and publications | $0 |
| Other expenses | $96,426 |
| Total operating and administrative expenses | $5,354,741 |
| Contributions, gifts, grants paid | $3,092,606 |
| Total expenses and disbursements | $8,447,347 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,619,884 |
| Savings and temporary cash investments | $5,102,102 |
| Net Accounts receivable | $84,087 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $131,463 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $24,367,875 |
| Net Land, buildings, and equipment | $9,890,374 |
| Other assets | $1,286,416 |
| Total assets | $59,200,655 |
| Accounts payable and accrued expenses | $1,086,628 |
| Grants payable | $1,368,388 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $1,378,455 |
| Total liabilities | $3,833,471 |
Grants Awarded
Over the last fiscal year, T Gary And Kathleen Rogers Private Family Foundation has awarded $6,675,456 in support to 79 organizations.
| Grant Recipient | Amount |
|---|---|
LIGHTHOUSE COMMUNITY CHARTER SCHOOLS PURPOSE: GENERAL SUPPORT | $1,014,000 |
EDUCATION FOR CHANGE INC PURPOSE: GENERAL SUPPORT | $257,000 |
THE OAKLAND REACH PURPOSE: GENERAL SUPPORT | $187,825 |
CORE DISTRICTS FOR OAKLAND PURPOSE: GENERAL SUPPORT | $32,200 |
PHILANTHROPIC VENTURES FOUNDATION PURPOSE: GENERAL SUPPORT | $64,550 |
OAKLAND PUBLIC EDUCATION FUND PURPOSE: GENERAL SUPPORT | $110,075 |