THOMAS E RODGERS JR FOUNDATION INC: Form 990PF, tax year 2024
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- Organization
- THOMAS E RODGERS JR FOUNDATION INC (EIN 65-1068247)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-18
- IRS object ID
- 202500499349100510
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-18T09:14:07-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920768893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McKean & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14707 S Dixie Hwy Ste 212 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331767948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David McKean | PreparerPersonNm |
| PTIN | P02447353 | PTIN |
| Phone | 7867661450 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,393 | 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 | $350,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $350,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $93 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $93 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $251,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,986 | CashBOYAmt |
| Cash EOY | $104,393 | CashEOYAmt |
| Cash EOYFMV | $104,393 | CashEOYFMVAmt |
| Total Assets BOY | $5,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,986 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $104,393 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,407 | ExcessRevenueOverExpensesAmt |
| Subtotal | $104,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $104,393 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | TaxDueAmt |
| 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 | $251,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $251,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $397,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $321,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $320,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $286,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $290,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,616,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $251,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $251,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,867,556 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $397,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,470,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $321,500 | ExcessFromYear4Amt |
| Excess From Year3 | $320,000 | ExcessFromYear3Amt |
| Excess From Year2 | $286,500 | ExcessFromYear2Amt |
| Excess From Year1 | $290,556 | ExcessFromYear1Amt |
| Excess From Current Year | $251,500 | 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 | $50,000 |
| Optimist International Foundation | ||||||
| 4494 Lindell Blvd | St Louis | MO | 63108 | PC | UNDESIGNATED | $50,000 |
| 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 | $15,000 |
| 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 |
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | PC | UNDESIGNATED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,500 | 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 | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ANNUAL REPORT | $62 |
| BANK CHARGES | $31 |