THOMAS E RODGERS JR FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS E RODGERS JR FOUNDATION INC (EIN 65-1068247)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202102879349101755
- Schema version
- 2020v4.0
- 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 | 2021-10-14T14:57:35-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263619333 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McKean & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9010 Equus Circle | AddressLine1Txt |
| City | Boynton Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 |
| Phone | 3055764110 | PhoneNum |
| Signature | 2021-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Rodgers | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David McKean | PreparerPersonNm |
| PTIN | P02447353 | PTIN |
| Phone | 7867661450 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $154,650 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $400,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $321,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,405 | CashBOYAmt |
| Cash EOY | $154,650 | CashEOYAmt |
| Cash EOYFMV | $154,650 | CashEOYFMVAmt |
| Total Assets BOY | $76,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $76,405 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $154,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,245 | ExcessRevenueOverExpensesAmt |
| Subtotal | $154,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $154,650 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $321,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $321,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $171,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $211,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $251,224 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $265,346 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $397,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,297,020 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $321,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,618,520 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $171,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,447,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $211,950 | ExcessFromYear4Amt |
| Excess From Year3 | $251,224 | ExcessFromYear3Amt |
| Excess From Year2 | $265,346 | ExcessFromYear2Amt |
| Excess From Year1 | $397,500 | ExcessFromYear1Amt |
| Excess From Current Year | $321,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Paws 4 Liberty | ||||||||||
| 8939 Palomino Dr | Lake Worth | FL | 33467 | PC | General | $5,000 | ||||
| Salvation Army | ||||||||||
| 1907 NW 38th St | Miami | FL | 33142 | PC | General | $25,000 | ||||
| Lyford Cay Club | ||||||||||
| PC | General | $5,000 | P O Box N 7776 | New Providence | 1 Lyford Cay Driv | BF | ||||
| Miami Rescue Misson | ||||||||||
| 2020 NW 1st Ave | Miami | FL | 33127 | PC | General | $500 | ||||
| Mount Sinai | ||||||||||
| 4300 Alton Rd | Miami Beach | FL | 33140 | PC | General | $150,000 | ||||
| Lyford Cay Foundation | ||||||||||
| 31 Brookside Drive | Greenwich | CT | 06836 | PC | General | $5,000 | ||||
| OIC of South Florida | ||||||||||
| 3407 NW 9th Ave 100 | Oakland Park | FL | 33309 | PC | General | $5,000 | ||||
| Coast Guard Foundation | ||||||||||
| 394 Taugwonk Road | Stonington | CT | 06378 | PC | General | $2,500 | ||||
| Smile Train | ||||||||||
| 633 3rd Ave 9th floor | New York | NY | 10017 | PC | General | $5,000 | ||||
| Miami Rescue Mission | ||||||||||
| 2020 NW 1st Ave | Miami | FL | 33127 | PC | General | $2,500 | ||||
| Salvation Army | ||||||||||
| 1907 NW 38th St | Miami | FL | 33142 | PC | General | $5,000 | ||||
| Hole In The Wall Gang | ||||||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | PC | General | $5,000 | ||||
| St Jude's Children | ||||||||||
| 750 NW 87th Ave Suite 100 | Doral | FL | 33178 | PC | General | $5,000 | ||||
| Bay Oaks Historic Retirement Reside | ||||||||||
| 435 NE 34th St | Miami | FL | 33137 | PC | General | $7,500 | ||||
| Wounded Warrior Project | ||||||||||
| 370 7th Ave Suite 1802 | New York | NY | 10001 | PC | General | $5,000 | ||||
| Victory Center | ||||||||||
| 18900 NE 25th Ave | Miami | FL | 33180 | PC | General | $5,000 | ||||
| Make A Wish | ||||||||||
| 152 W 57th St 35 | New York | NY | 10019 | PC | General | $5,000 | ||||
| Doctors Without Borders | ||||||||||
| 40 Rector St 16th floor | New York | NY | 10006 | PC | General | $5,000 | ||||
| V Foundation | ||||||||||
| 14600 Weston Parkway | Cary | NC | 27513 | PC | General | $5,000 | ||||
| Semester at Sea | ||||||||||
| 2243 Centre Ave Unit 300 | Fort Collins | CO | 80526 | PC | General | $10,000 | ||||
| University of Miami | ||||||||||
| 1320 South Dixie Hwy | Coral Gables | FL | 33124 | PC | General | $5,000 | ||||
| Animal Welfare | ||||||||||
| 900 Pennsylvania Ave SE | Washington | DC | 20003 | PC | General | $10,000 | ||||
| American Vet D | ||||||||||
| 371 Jericho Turnpike | St James | NY | 11780 | PC | General | $5,000 | ||||
| Women of Tomorrow | ||||||||||
| 8400 NW 36th Street | Doral | FL | 33166 | PC | General | $5,000 | ||||
| Bascom Palmer | ||||||||||
| 900 NW 17th St | Miami | FL | 33136 | PC | General | $10,000 | ||||
| A Way for a Stray | ||||||||||
| 12555 Biscayne Blvd 812 | Miami | FL | 33181 | PC | General | $5,000 | ||||
| Paws 4 Liberty | ||||||||||
| 8939 Palomino Dr | Lake Worth | FL | 33467 | PC | General | $5,000 | ||||
| Pelican Harbor | ||||||||||
| 1275 NE 79th St | Miami | FL | 33138 | PC | General | $1,000 | ||||
| Shriners Hospital | ||||||||||
| 2900 N Rocky Point Dr | Tampa | FL | 33607 | PC | General | $5,000 | ||||
| Paws for Purple | ||||||||||
| 10201 Old Redwood Hwy | Penngrove | CA | 94951 | PC | General | $5,000 | ||||
| Battier Take Charge Foundation | ||||||||||
| 2829 Bird Avenue Suite 5 | Miami | FL | 33133 | PC | General | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,500 | 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 | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank Service Charge | $194 |
| Florida Dept of State | $61 |