THOMAS E RODGERS JR FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THOMAS E RODGERS JR FOUNDATION INC (EIN 65-1068247)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-02-07
IRS object ID: 202430389349100808
Schema version: 2023v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-02-07T13:51:13-08:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	651068247	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS E RODGERS JR FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	THOM	BusinessNameControlTxt
Phone	3055764110	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27 NE 27 Street	AddressLine1Txt
City	Miami	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33137	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Thomas E Rodgers Jr	PersonNm
Person Title	President & CEO	PersonTitleTxt
Signature	2024-02-07	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Thomas E Rodgers	PersonFirstNm
Person Last	Jr	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,986	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$249,056	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$249,056	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$150	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$150	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$290,556	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$290,556	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$290,706	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$290,556	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$41,650	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$47,636	CashBOYAmt
Cash EOY	$5,986	CashEOYAmt
Cash EOYFMV	$5,986	CashEOYFMVAmt
Total Assets BOY	$47,636	TotalAssetsBOYAmt
Total Assets EOY	$5,986	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,986	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$47,636	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$5,986	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$47,636	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,986	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$47,636	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,986	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$47,636	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$41,650	ExcessRevenueOverExpensesAmt
Subtotal	$5,986	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,986	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Thomas E Rodgers Jr	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3055764110	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 NE 27 Street	AddressLine1Txt
City	Miami	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33137	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	Thomas E Rodgers Jr	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27 NE 27 Street	AddressLine1Txt
City	Miami	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33137	ZIPCd

Field	Value	IRS element (for citing)
Title	President & CEO	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$290,556	ExpensesAndContributionsAmt
Qualifying Distributions	$290,556	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$265,346	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$397,500	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$321,500	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$320,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$286,500	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,590,846	TotalExcessDistributionCyovAmt
Qualifying Distributions	$290,556	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$290,556	RemainingDistriFromCorpusAmt
Total Corpus	$1,881,402	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$265,346	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,616,056	ExcessDistriCyovToNextYrAmt
Excess From Year4	$397,500	ExcessFromYear4Amt
Excess From Year3	$321,500	ExcessFromYear3Amt
Excess From Year2	$320,000	ExcessFromYear2Amt
Excess From Year1	$286,500	ExcessFromYear1Amt
Excess From Current Year	$290,556	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Salvation Army
PO BOX 330607	Miami	FL	33233	PC	UNDESIGNATED	$5,000
Mount Sinai Medical Center Foundati
4300 Alton Rd Suite 100	Miami Beach	FL	33140	PC	UNDESIGNATED	$100,000
Optimist International Foundation
4494 Lindell Blvd	St Louis	MO	63108	PC	UNDESIGNATED	$30,000
Coast Guard Foundation
394 Taugwonk Road	Stonington	CT	06378	PC	UNDESIGNATED	$2,500
Smile Train
PO BOX 96246	WASHINGTON	DC	20090	PC	UNDESIGNATED	$5,000
Miami Rescue Mission
PO BOX 420620	Miami	FL	33242	PC	UNDESIGNATED	$3,000
Hole In The Wall Gang
555 Long Wharf Drive	New Haven	CT	06511	PC	UNDESIGNATED	$10,000
St Jude's Children
501 ST JUDE PLACE	MEMPHIS	TN	38105	PC	UNDESIGNATED	$5,000
Bay Oaks Historic Retirement Reside
435 NE 34th St	Miami	FL	33137	PC	UNDESIGNATED	$7,500
Wounded Warrior Project
4899 BEL FORT ROAD STE 300	JACKSONVILLE	FL	32256	PC	UNDESIGNATED	$5,000
Victory Center
18900 NE 25th Ave	NORTH MIAMI BEACH	FL	33180	PC	UNDESIGNATED	$5,000
Make A Wish
4491 S STATE ROAD 7 STE 201	FT LAUDERDALE	FL	33314	PC	UNDESIGNATED	$5,000
Doctors Without Borders
40 Rector St 16th floor	New York	NY	10006	PC	UNDESIGNATED	$5,000
V Foundation Cancer Research
14600 Weston Parkway	Cary	NC	27513	PC	UNDESIGNATED	$5,000
Semester at Sea
2243 Centre Ave Unit 300	Fort Collins	CO	80526	PC	UNDESIGNATED	$5,000
University of Miami
PO Box 025388	Miami	FL	33102	PC	UNDESIGNATED	$5,000
Animal Welfare Society
2601 SW 27 AVENUE	MIAMI	FL	33133	PC	UNDESIGNATED	$10,000
American Vet Dogs
371 E MAIN STREET	SMITHTOWN	NY	11787	PC	UNDESIGNATED	$5,000
Women of Tomorrow
8400 NW 36th Street	Doral	FL	33166	PC	UNDESIGNATED	$5,000
Bascom Palmer
PO BOX 25388	Miami	FL	33102	PC	UNDESIGNATED	$10,000
A Way for a Stray
12555 Biscayne Blvd 812	Miami	FL	33181	PC	UNDESIGNATED	$5,000
Paws 4 Liberty
8939 Palomino Dr	Lake Worth	FL	33467	PC	UNDESIGNATED	$5,000
Pelican Harbor
1279 NE 79th St Cswy	Miami	FL	33138	PC	UNDESIGNATED	$1,000
Shriners Hospital
2900 N Rocky Point Dr	Tampa	FL	33607	PC	UNDESIGNATED	$5,000
Paws for Purple Hearts
PO BOX 1209	MERRIFIELD	VA	22116	PC	UNDESIGNATED	$5,000
Miami Childrens Museum
980 MacArthur Causeway	Miami	FL	33132	PC	UNDESIGNATED	$7,500
Mercy Ships
PO Box 2020	Garden Valley	TX	75771	PC	UNDESIGNATED	$5,000
The Kennedy Center
2700 F St NW	WASHINGTON	DC	20566	PC	UNDESIGNATED	$24,056

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$290,556	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Thomas E Rodgers Jr	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 NE 27 Street	AddressLine1Txt
City	Miami	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33137	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$249,056	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Annual Report	$61
Bank Charges	$89