2026-06-10T09:11:09-05:00 2025-12-31 332983539 TSA ADVISORS LLC 8321 MAIN STREET WILLIAMSVILLE NY 14221 990PF 2025-01-01 472563695 DAVID AND JOAN ROGERS FAMILY FOUNDATION INC DAVI 7166506116 8705 COUNTY ROAD EAST AMHERST NY 14051 DAVID ROGERS PRESIDENT 7168475426 2026-06-08 1 DIANE M STRAKA CPA P00165826 7166331373 2026-06-08 2025 2025-03-06 01:10:19Z X 3278913 X 158256 100531 100531 347385 1524496 347385 606172 447916 0 0 0 1980 990 990 42842 42842 0 9253 1333 250 54075 45165 1240 1000000 1000000 1054075 45165 1001240 -447903 402751 419925 409913 409913 1684877 1391916 1807222 1057893 867102 841358 276862 212391 220420 3439557 2881322 3278913 0 0 X 0 0 0 0 3439557 2881322 3439557 2881322 3439557 2881322 3439557 -447903 1112 2992766 111444 2881322 PUBLICLY TRADED SECURITIES 74005 69464 4541 4541 PUBLICLY TRADED SECURITIES 1375820 1107647 268173 268173 CAPITAL GAINS DIVIDENDS P 74671 74671 74671 347385 5598 0 5598 0 5598 6000 0 5200 0 11200 0 5602 5602 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A DAVID ROGERS 7168475426 8705 COUNTY ROAD EAST AMHERST NY 14051 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID ROGERS 8705 COUNTY ROAD EAST AMHERST NY 14051 PRESIDENT 1.00 0 0 0 JOAN ROGERS 8705 COUNTY ROAD EAST AMHERST NY 14051 SECRETARY 1.00 0 0 0 KATELYN ROGERS 8705 COUNTY ROAD EAST AMHERST NY 14051 VICE PRESIDENT 1.00 0 0 0 CHRISTOPHER ROGERS 8705 COUNTY ROAD EAST AMHERST NY 14051 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 3333245 386669 0 3719914 0 0 3719914 55799 3664115 183206 183206 5598 5598 177608 0 177608 0 177608 1001240 0 1001240 177608 0 0 716867 47880 764747 1001240 0 0 0 177608 823632 0 0 1588379 0 0 0 0 0 0 0 1588379 716867 47880 823632 DAVID ROGERS JOAN ROGERS DAVID AND JOAN ROGERS 8705 COUNTY ROAD EAST AMHERST NY 14051 7166506116 CHARITIES MUST SUBMIT A GRANT PROPOSAL BY LETTER. THE LETTER MUST IDENTIFY THE PROJECT OR PROGRAM FOR WHICH FUNDS ARE REQUESTED AS WELL AS A DESCRIPTION WHICH EVIDENCES THE PROGRAM WILL FURTHER THE FOUNDATION'S EXEMPT PURPOSES. THE PROPOSAL MUST SPECIFY THE FOUNDATION'S AND RECIPIENT ORGANIZATION'S RESPONSIBILITIES, OBLIGATE RECIPIENTS TO USE FUNDS FOR THE PURPOSES INTENDED BY THE PROPOSAL, REQUIRE RECIPIENTS TO PROVIDE PERIODIC REPORTS OF THEIR PROGRESS AND A FINAL REPORT DEMONSTRATING THE USES OF GRANT FUNDS, AND STATE THE FOUNDATION HAS THE AUTHORITY TO WITHHOLD AND RECOVER GRANT FUNDS IF THEY APPEAR TO BE MISUSED. TO APPLY TO THE SCHOLARSHIP PROGRAM, INTERESTED STUDENTS MUST SUBMIT AN APPLICATION. TO REQUEST AN APPLICATION, PLEASE CONTACT THE FOUNDATION AT THE ADDRESS ABOVE. NONE GRANTS TO CHARITABLE ORGANIZATIONS ARE RESTRICTED TO ORGANIZATIONS IN WESTERN NEW YORK THAT OFFER PROGRAMS THAT SERVE THE POOR AND PROVIDE FOOD, CLOTHING, SHELTER, HEALTHCARE AND EDUCATIONAL SERVICES TO UNDERSERVICED POPULATIONS. SCHOLARSHIPS ARE RESTRICTED TO WESTERN NEW YORK STUDENTS WHO ARE ENROLLED IN 2 OR 4 YEAR COLLEGE PROGRAMS. STUDENTS DEMONSTRATE NEED IF THEY QUALIFY FOR FINANCIAL AID FROM THE FEDERAL AND/OR STATE GOVERNMENT FOR COLLEGE OR UNIVERSITY TUITION AND EDUCATIONAL EXPENSES. THE BROTHERS OF MERCY WELLNESS CAMPUS 10570 BERGTOLD ROAD CLARENCE NY 140312198 PC TO SUPPORT THE BROTHERS OF MERCY WELLNESS CAMPUS CAPITAL CAMPAIGN "A CENTURY OF STRENGTH, A FUTURE OF PROMISE" 1000000 1000000 0 14 100531 14 18 347385 0 447916 0 447916 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID AND JOAN ROGERS 8705 COUNTY ROAD EAST AMHERST NY 14051 158256 X 1 1,200 SHARES OF EXTRA SPACE SELF STORAGE, INC. 158256 2025-12-17 ACCOUNTANT 1980 990 990 BOND FUNDS 867102 841358 EQUITY FUNDS 1391916 1807222 REAL ASSETS AT COST 80147 80000 HEDGE FUNDS AT COST 132244 140420 DIFFERENCE BETWEEN COST BASIS AND FMV OF CONTRIBUTED ASSETS 111444 TIMING DIFFERENCE 1112 INVESTMENT FEES 42842 42842 0 FOREIGN TAX 1333 1333 0 NEW YORK TAX 250 0 250 FEDERAL TAX 7670 0 0