Nonprofit · EIN 65-1202020
T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,954,419 | $7,867,352 | $87,067 | $48,448,865 | $792,943 | $47,655,922 |
| December 31, 2023 | 990-PF | $5,663,239 | $9,394,520 | -$3,731,281 | $53,684,376 | $3,374,355 | $50,310,021 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $586,849
- Net rental income
- $1,000,350
- Net gain from sales of assets
- $5,306,482
- Other income
- $67,624
Expenses
- Grants and similar amounts paid
- $4,749,047
- Compensation of officers, directors and key employees
- $465,964
- Salaries, compensation and benefits (total)
- $293,411
- Disbursements for charitable purposes
- $7,270,074
- Excise tax on investment income
- $75,891
Balance sheet and other
- Total assets, start of year
- $53,684,376
- Total assets, end of year
- $48,448,865
- Total liabilities, end of year
- $792,943
- Net assets, end of year
- $47,655,922
- Fair market value of assets
- $48,448,865
- Qualifying distributions
- $7,270,074
- Net investment income
- $6,806,788
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RHONNEL S SOTELO 201 LAFAYETTE CIRCLE SUITE 100, LAFAYETTE, CA 94549 | CEO | 40 | $465,964 | $61,607 |
| GREGORY D KLEIN 201 LAFAYETTE CIRCLE SUITE 100, LAFAYETTE, CA 94549 | SR DIR INNO & LEARNI Highest-paid employee | 40 | $252,267 | $41,018 |
| BONNIE LOOK 201 LAFAYETTE CIRCLE SUITE 100, LAFAYETTE, CA 94549 | DIR, STRAT OP & COMM Highest-paid employee | 40 | $178,452 | $28,229 |
| CYNTHIA SUTER 201 LAFAYETTE CIRCLE SUITE 100, LAFAYETTE, CA 94549 | FOUNDATION ADMINISTR Highest-paid employee | 40 | $169,211 | $28,301 |
| DANA A WELLHAUSEN 201 LAFAYETTE CIRCLE SUITE 100, LAFAYETTE, CA 94549 | DEPUTY DIRECTOR (THR Highest-paid employee | 40 | $146,490 | $15,472 |
| SARA R LEVINE 201 LAFAYETTE CIRCLE SUITE 100, LAFAYETTE, CA 94549 | SR PROGRAM OFFICER ( Highest-paid employee | 40 | $96,246 | $8,499 |
| BRIAN K ROGERS 201 LAFAYETTE CIRCLE SUITE 100, LAFAYETTE, CA 94549 | BOARD SECRETARY | 0.1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RHONNEL S SOTELO 10 CLAY STREET STE 200, OAKLAND, CA 94607 | CEO | 40 | $320,719 | $51,366 |
| BRIAN K ROGERS 10 CLAY STREET STE 200, OAKLAND, CA 94607 | CEO (THRU 1/27/23), BOARD SECRETARY | 40 | $271,647 | $22,297 |
| DANA A WELLHAUSEN 10 CLAY STREET STE 200, OAKLAND, CA 94607 | DEPUTY DIRECTOR Highest-paid employee | 40 | $167,241 | $30,324 |
| GREGORY D KLEIN 10 CLAY STREET STE 200, OAKLAND, CA 94607 | SENIOR DIR, INNOVATI Highest-paid employee | 40 | $155,891 | $42,331 |
| SARA R LEVINE 10 CLAY STREET STE 200, OAKLAND, CA 94607 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $141,221 | $25,694 |
| BONNIE LOOK 10 CLAY STREET STE 200, OAKLAND, CA 94607 | DIRECTOR, STRATEGIC Highest-paid employee | 40 | $133,432 | $29,985 |
| JENNA STAUFFER 10 CLAY STREET STE 200, OAKLAND, CA 94607 | ENTREPRENEUR IN RESI Highest-paid employee | 23.37 | $114,292 | $30,805 |
Address and contacts
- Address (IRS master file)
- 201 LAFAYETTE CIR STE 100, LAFAYETTE, CA 94549-4393
- In care of
- % KATHLEEN ROGERS
- Signed the 990-PF
- MATTHEW SEMANSKY, CIO
- Phone
- (510) 899-7900
- Website
- ROGERSFOUNDATION.ORG
- Return prepared by
- HOOD & STRONG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 65-1202020 or by the name T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-1202020
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $48,448,865
- Income (IRS master file)
- $8,094,664
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,954,419 | $7,867,352 | $48,448,865 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $5,663,239 | $9,394,520 | $53,684,376 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-1202020).
Questions about T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION
- What is the EIN of T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION?
- The employer identification number (EIN) of T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION is 65-1202020.
- Is T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $465,964 (RHONNEL S SOTELO, CEO).
- How much revenue does T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,954,419, expenses of $7,867,352 and total assets of $48,448,865 at year end.
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