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Nonprofit · EIN 13-3789004

DAVID & TRICIA ROGERS FOUNDATION

Tax-exempt · DARIEN, CT 06820

Financials

$907K$1M2022$993K$1.2M2023$551K$979K2024
Revenue Expenses · by fiscal year end
Financials of DAVID & TRICIA ROGERS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990-PF$550,754$979,161-$428,407$19,633,369$0$19,633,369
February 29, 2024990-PF$993,097$1,150,422-$157,325$20,061,776$0$20,061,776
February 28, 2023990-PF$907,311$1,018,396-$111,085$20,219,101$0$20,219,101
Financial details: 990-PF for the year ended February 28, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$57,227
Interest
$37,239
Net gain from sales of assets
$363,675
Other income
$92,613

Expenses

Grants and similar amounts paid
$933,056
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$975,526
Excise tax on investment income
$19,535

Balance sheet and other

Total assets, start of year
$20,061,776
Total assets, end of year
$19,633,369
Total liabilities, end of year
$0
Net assets, end of year
$19,633,369
Fair market value of assets
$21,654,431
Qualifying distributions
$975,526
Net investment income
$1,409,065

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 February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
David J Rogers
60 Sunswyck Rd, Darien, CT 06820
TRUSTEE1$0
TRICIA ROGERS
60 Sunswyck Rd, Darien, CT 06820
TRUSTEE1$0
990-PF for the year ended February 29, 2024: 2 people
NameTitleHours / weekCompensation
David J Rogers
60 Sunswyck Rd, Darien, CT 06820
TRUSTEE1$0
TRICIA ROGERS
60 Sunswyck Rd, Darien, CT 06820
TRUSTEE1$0
990-PF for the year ended February 28, 2023: 2 people
NameTitleHours / weekCompensation
David J Rogers
60 Sunswyck Rd, Darien, CT 06820
TRUSTEE1$0
TRICIA ROGERS
60 Sunswyck Rd, Darien, CT 06820
TRUSTEE1$0

Address and contacts

Address (IRS master file)
60 SUNSWYCK RD, DARIEN, CT 06820-6025
In care of
% DAVID J ROGERS
Signed the 990-PF
JOHN DAVID ROGERS, TRUSTEE
Phone
(212) 773-3000
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
13-3789004
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
1995
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$19,633,369
Income (IRS master file)
$2,470,719

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2025$550,754$979,161$19,633,369XML
990-TFebruary 2025–––IRS
990-PFFebruary 2024$993,097$1,150,422$20,061,776XML
990-TFebruary 2024–––IRS
990-PFFebruary 2023$907,311$1,018,396$20,219,101XML
990-TFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-TFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2020–––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 13-3789004).

Questions about DAVID & TRICIA ROGERS FOUNDATION

What is the EIN of DAVID & TRICIA ROGERS FOUNDATION?
The employer identification number (EIN) of DAVID & TRICIA ROGERS FOUNDATION is 13-3789004.
Is DAVID & TRICIA ROGERS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to DAVID & TRICIA ROGERS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID & TRICIA ROGERS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID & TRICIA ROGERS FOUNDATION due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID & TRICIA ROGERS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2025.
Who are the officers and directors of DAVID & TRICIA ROGERS FOUNDATION?
The 990-PF for the year ended February 28, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does DAVID & TRICIA ROGERS FOUNDATION have?
On its 990-PF for the year ended February 28, 2025 it reported revenue of $550,754, expenses of $979,161 and total assets of $19,633,369 at year end.

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