J Carlisle Rogers Ruth G Rogers & James C Rogers Jr Family Fdn Inc

Tavares, FL
Tax-exempt since Jan. 1990
EIN: 59-2969938

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$513k (2024)

Expenses

$443k (2024)

Total Assets

$5.33M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$512,545

Expenses

$443,209

Net Income

$69,336

Net Assets

$5,331,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,371	4.2%
Dividends	$129,582	25.3%
Sales of Assets	$361,592	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$393,518	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,331,378
Total Liabilities	$0
Net Assets	$5,331,378

Compensation

Key Employees and Officers	Compensation	Other
William Cauthen (President)	$0	$0
Howard Hewitt (Treasurer)	$0	$0
Phil Braun (Vice President)	$0	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$286,887

Expenses

$420,133

Net Income

-$133,246

Net Assets

$5,045,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,159	1.1%
Dividends	$126,474	44.1%
Sales of Assets	$157,254	54.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$383,904	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,045,142
Total Liabilities	$0
Net Assets	$5,045,142

Compensation

Key Employees and Officers	Compensation	Other
William Cauthen (President)	$0	$0
Howard Hewitt (Treasurer)	$0	$0
Phil Braun (Vice President)	$0	$0

990-PF

Filed on May 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$540,839

Expenses

$438,588

Net Income

$102,251

Net Assets

$4,893,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$588	0.1%
Dividends	$119,205	22.0%
Sales of Assets	$421,046	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$407,061	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,893,975
Total Liabilities	$0
Net Assets	$4,893,975

Compensation

Key Employees and Officers	Compensation	Other
William Cauthen (President)	$0	$0
Howard Hewitt (Treasurer)	$0	$0
Phil Braun (Vice President)	$0	$0

990-PF

Filed on July 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$560,887

Expenses

$352,637

Net Income

$208,250

Net Assets

$4,791,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$79	0.0%
Dividends	$123,071	21.9%
Sales of Assets	$437,737	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$297,453	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,791,724
Total Liabilities	$0
Net Assets	$4,791,724

Compensation

Key Employees and Officers	Compensation	Other
William Cauthen (President)	$0	$0
Howard Hewitt (Secretary/Treasurer)	$0	$0
Phil Braun (Vice President)	$0	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,170,609

Expenses

$334,053

Net Income

$836,556

Net Assets

$4,590,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	0.0%
Dividends	$127,356	10.9%
Sales of Assets	$1,043,145	89.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,551	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,590,322
Total Liabilities	$1
Net Assets	$4,590,321

Compensation

Key Employees and Officers	Compensation	Other
William Cauthen (President)	$0	$0
Howard Hewitt (Secretary/Treasurer)	$0	$0
Phil Braun (Vice President)	$0	$0

990-PF

Filed on Aug. 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$518,862

Expenses

$445,419

Net Income

$73,443

Net Assets

$3,752,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$694	0.1%
Dividends	$130,039	25.1%
Sales of Assets	$388,129	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,750	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,752,138
Total Liabilities	$1
Net Assets	$3,752,137

Compensation

Key Employees and Officers	Compensation	Other
William Cauthen (President)	$0	$0
Howard Hewitt (Secretary/Treasurer)	$0	$0
Phil Braun (Vice President)	$0	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$279,074

Expenses

$242,625

Net Income

$36,449

Net Assets

$3,610,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,134	0.8%
Dividends	$111,099	39.8%
Sales of Assets	$151,625	54.3%
Other Income	$14,216	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,588	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,610,924
Total Liabilities	$0
Net Assets	$3,610,924

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$218,527

Expenses

$289,497

Net Income

-$70,970

Net Assets

$3,579,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$113,901	52.1%
Sales of Assets	$103,381	47.3%
Other Income	$1,238	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,343	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,579,535
Total Liabilities	$0
Net Assets	$3,579,535

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$237,324

Expenses

$352,605

Net Income

-$115,281

Net Assets

$3,653,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$108,117	45.6%
Sales of Assets	$127,087	53.5%
Other Income	$2,116	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$321,264	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,653,714
Total Liabilities	$0
Net Assets	$3,653,714

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$124,340

Expenses

$258,888

Net Income

-$134,548

Net Assets

$3,769,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$110,709	89.0%
Sales of Assets	$12,819	10.3%
Other Income	$808	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,299	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,769,015
Total Liabilities	$0
Net Assets	$3,769,015

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$108,398

Expenses

$247,800

Net Income

-$139,402

Net Assets

$3,905,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,901	5.4%
Dividends	$101,335	93.5%
Sales of Assets	$384	0.4%
Other Income	$778	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,015	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,905,096
Total Liabilities	$0
Net Assets	$3,905,096

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

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Updated March 23, 2026

J Carlisle Rogers Ruth G Rogers & James C Rogers Jr Family Fdn Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $513k (2024)

Expenses $443k (2024)

Total Assets $5.33M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$513k (2024)

Expenses

$443k (2024)

Total Assets

$5.33M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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