2024-10-14T14:30:51-07:00 2023-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2023-01-01 203452395 Ralph B Rogers Foundation RALP 9723923202 13901 Midway Rd Suite 102-212 Dallas TX 75244 David G Rogers Treasurer 2024-10-14 true true Evelyn H Moses P01400635 2143612323 X 2023 2024-10-15 13:58:12Z X 10133791 X X 9504 9504 244071 244071 54058 1559058 54058 1024 1024 308657 308657 12858 12858 5100 2550 2550 86862 44545 42317 3214 1714 5008 5008 5459 185 5274 118501 48994 68007 649000 649000 767501 48994 717007 -458844 259663 1627 5385 5385 108224 470010 470010 1889118 1489613 1515192 1241105 1241105 4154656 500392 3718563 3823220 3988548 29148 7488177 7029333 10133791 0 X 7488177 7029333 7488177 7029333 7488177 7029333 7488177 -458844 7029333 7029333 publicly traded securities P 2001-01-01 2023-12-31 1505000 1505000 long-term capital gain dist. P 2001-01-01 2023-12-31 54058 54058 54058 54058 3609 3609 3609 3810 3810 201 201 false false false false false false false true true true false false false true true N/A David Rogers 9723923202 13901 Midway Rd Suite 102-212 Dallas TX 75244 false false false false true false false false false false false false false false false false false false false false false false Richard G Rogers 13901 Midway Rd Ste 102-212 Dallas TX 75244 President, Dir. 1.00 0 David G Rogers 13901 Midway Rd Ste 102-212 Dallas TX 75244 Treasurer, Dir. 1.00 0 Philip Rogers 13901 Midway Rd Ste 102-212 Dallas TX 75244 Secretary, Dir. 1.00 0 John B Rogers deceased 13901 Midway Rd Ste 102-212 Dallas TX 75244 VP, Director 1.00 0 William E Rogers 13901 Midway Rd Ste 102-212 Dallas TX 75244 VP, Director 1.00 0 James B Rogers 13901 Midway Rd Ste 102-212 Dallas TX 75244 Inv. Chair, Dir 1.00 0 Callie G Rogers Emery 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 John B Rogers Jr 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 Mary B Rhoades 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 William E Rogers II 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 Buff A Strickland 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 Katherine R Roberts 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 Michael Rogers 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 Pegram Harrison 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 DeSales Harrison 13901 Midway Rd Ste 102-212 Dallas TX 75244 Director 1.00 0 NONE NONE 9733342 344653 0 10077995 0 10077995 151170 9926825 496341 496341 3609 3609 492732 492732 492732 717007 717007 492732 580809 580809 717007 0 492732 224275 805084 0 805084 580809 224275 X AAUP Foundation 1133 19th St NW Ste 200 Washington DC 20036 N/A SO II General operating support 2000 Adirondack Foundation P O Box 288 Lake Placid NY 12946 N/A PC Mary B. Rhoades Fund 7000 Alumni Fund Association of Yale Uni 157 Church Street New Haven CT 06510 N/A PC Yale College Alumni Fund 500 Answer ALS 930 Robert E Lee New Orleans LA 70124 N/A PC Warlick's Warriors Campaign for agressive research on ALS 500 Austin Pets Alive 1156 W Cesar Chavez Street Austin TX 78703 N/A PC General operating support 2500 Child Protective Services Comm Part 7950 Elmbrook Drive Dallas TX 75247 N/A PC General operating support 1500 Christ Church Dark Harbor P O Box 147 Islesboro ME 04848 N/A PC Annual Fund 250 Christ Church Oberlin 162 South Main Street Oberlin OH 44074 N/A PC General support 5000 Communities Foundation of Texas 5500 Caruth Haven Lane Dallas TX 75225 N/A PC Dallas Truth, Racial Healing & Transformation Fund 1000 Dallas Arboretum Botanical Society 8617 Garland Road Dallas TX 75218 N/A PC General operating support 250 Dallas Cat Rescue P O Box 262571 Plano TX 75026 N/A PC General operating support 2000 Dallas Foundation 3000 Pegasus Park Drive Ste 930 Dallas TX 75247 N/A PC Jamie and Anne Rogers Family Fund 7000 Families and Communities Together 2246 Roswell Road Marietta GA 30062 N/A PC General operating support 250 Groton School P O Box 991 Groton MA 01450 N/A PC Groton Fund ($500) and GRACE Summer Program Endowment($500) 1000 Headwaters School 807 Rio Grande Street Austin TX 78701 N/A PC General operating support 3000 James G Walsh Middle School PTA 3850 Walsh Ranch Blvd Round Rock TX 78681 N/A PC General operating support 7000 Nat'l Cowboy Western Heritage Museu 1700 Northeast 63rd Street Oklahoma City OK 73111 N/A PC Educational initiatives 1000 New Beginnings Cat Rescue P O Box 833723 Richardson TX 75083 N/A PC General operating support 5000 North Texas Food Bank 3677 Mapleshade Ln Plano TX 75075 N/A PC General operating support 3500 North Texas Public Broadcasting 3000 Harry Hines Blvd Dallas TX 75201 N/A PC General operating support 3500 Operation Kindness 3201 Earhart Drive Carrollton TX 75006 N/A PC General operating support 3500 Parker's Animal Rescue P O Box 4438 Durango CO 80302 N/A PC General operating support ($7,000) and capital support for land and construction of new facility ($450,000) 457000 Partners for Educ Ag Sustainability 1712 Bissel Lane Austin TX 78745 N/A PC General operating support 1500 President and Trustees of Colby Col 4130 Mayflower Hill Drive Waterville ME 04901 N/A PC Unrestricted Colby Fund 500 Public Media Company 3300 Arapahoe Ave Ste 217 Boulder CO 80303 N/A PC Towards the Impact for All Initiative 75000 Shelter MinistriesGenesis Women's S 2023 Lucas Drive Dallas TX 75219 N/A PC Genesis Women's Shelter support 1000 St Mark's School of Texas 10600 Preston Road Dallas TX 75230 N/A PC Ralph B. Rogers Excellence in Teaching Alumni Award 1000 St Marks School of Texas 10600 Preston Road Dallas TX 75230 N/A PC 2022-2023 St. Mark's Fund 9500 St Matthew United Methodist Church 2414 Hitson Lane Fort Worth TX 76112 N/A PC General operating support 250 The Episcopal School of Knoxville I 950 Espicopal Way Knoxville TN 37932 N/A PC Towards the Capital Campaign for the Tennis Facility 40000 The Hockaday School 11600 Welch Road Dallas TX 75229 N/A PC Annual Fund 4000 The Hockaday School 11600 Welch Road Dallas TX 75229 N/A PC The Ellen Higginbotham Rogers Award for Excellence 2000 649000 14 9504 14 244071 18 54058 Foreign tax reclaims 14 995 Other investment income 14 29 308657 308657 false false false false false false false false false false Bookkeeping and tax preparation 5100 2550 0 2550 5000 shs AT&T Inc. 102880 83900 1350 shs Automatic Data Processing 40106 314509 3600 shs Coca Cola Company 81703 212148 1800 shs Emerson Electric Co 89730 175194 2800 shs Exxon Mobil Corp 120373 279944 6000 shs Intel Corp 147618 301500 1600 shs Johnson & Johnson 98528 250784 1400 shs Microsoft Corp 60360 902496 1400 shs Novartis AG 46706 141358 1800 shs Pepsico Inc. 116838 305712 3000 shs Raymond James Financial 47700 334500 2101 shs RTX Corp. 35851 176778 280 shs Sandoz Group AG 2576 8963 1000 shs 3M Company 69020 109320 2600 shs Walmart Inc. 116406 409890 3000 shs Wells Fargo & Co 64710 147660 1489613 1515192 5509 shs Carillon Eagle MidCap Growth AT COST 307459 422896 12267 shs Dodge & Cox Intl Stock AT COST 513617 603065 5050 shs Proshares Russell 2000 Dividend AT COST 298030 328301 7450 shs Sprott Physical Silver Trust AT COST 50063 60196 6141 shs Vanguard Int'l Growth AT COST 939855 625195 4248 shs Vanguard Real Estate Index AT COST 386019 538082 4400 shs Vanguard FTSE All World Ex US AT COST 227466 247016 21015 shs Vanguard Dividend Growth AT COST 714358 781978 5000 shs Wisdomtree Int'l Small Cap AT COST 336493 319227 1530 shs World Gold Trust AT COST 49860 62592 Legal services 12858 0 0 12858 Bank charges 185 185 Meals and catering 4671 4671 Postage and P O Box rental 427 427 Supplies 176 176 Foreign tax reclaims 995 995 Other investment income 29 29 Investment management 44545 44545 0 0 Management & governance consulting 42317 0 0 42317 Excise tax paid 1500 Foreign tax paid 1714 1714