Kate M Rogers Trust
Kate M Rogers Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 3 grants totaling $101K. Net investment income was $126K.
Kate M Rogers Trust at a glance
In short: Kate M Rogers Trust gave $101K across 3 grants in 2025 (avg $34K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $100,770
- +12.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $33,590
- +12.3% vs 2024
- Median grant
- $520
- Total assets
- $1,808,148
- +1.3% vs 2024
- Primary geography
- Massachusetts (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Kate M Rogers Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Unitarian Universalist Association ($100K). Together the top 3 received $101K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 10 grants of 15 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Kate M Rogers Trust gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $55K (2019) to $101K (2025). In 2025 it made 3 grants totaling $101K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Unitarian Universalist Association Boston, MA | General Operating | $100,000 |
| First Unitarian Society Denver, CO | General Operating | $520 |
| Denver Childrens Home Denver, CO | General Operating | $250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,808,148 | $131,728 | $108,861 | $100,770 | 3 | $101,094 | $125,523 | $108,669 |
| 2024 | $1,785,224 | $155,153 | $97,988 | $89,770 | 3 | $90,095 | $149,869 | $102,622 |
| 2023 | $1,728,151 | $148,574 | $89,286 | $83,770 | 3 | $84,073 | $128,183 | $94,553 |
| 2022 | $1,668,538 | $57,331 | $102,218 | $92,770 | 3 | $95,120 | $68,607 | $100,548 |
| 2021 | $1,713,220 | $101,268 | $130,512 | $92,770 | 3 | — | $98,256 | $106,218 |
| 2020 | $1,742,721 | $855,511 | $106,661 | $72,770 | 3 | — | $827,155 | $61,203 |
| 2019 | $971,700 | $67,812 | $74,607 | $55,458 | 3 | — | $54,643 | $57,691 |
Under IRS private-foundation payout rules, Kate M Rogers Trust reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kate M Rogers Trust's only listed officer is Wells Fargo Bank N A, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$31K (2020) → $3K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Kate M Rogers Trust
How much does Kate M Rogers Trust give each year?
Kate M Rogers Trust gave $101K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $90K across 3 grants.
What is Kate M Rogers Trust's typical grant size?
Kate M Rogers Trust's median grant in 2025 was $520, and its average grant was $33,590, across 3 grants on its 2025 IRS Form 990-PF.
Where does Kate M Rogers Trust give grants?
Kate M Rogers Trust gives mostly in Massachusetts: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Denver, CO (2 grants).
Does Kate M Rogers Trust give general operating support?
Yes: 100% of Kate M Rogers Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Kate M Rogers Trust?
Kate M Rogers Trust reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $101K in qualifying distributions that year, against a required minimum of $109K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Kate M Rogers Trust's EIN?
Kate M Rogers Trust's EIN (Employer Identification Number) is 84-6015772. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 13, 2023)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 31, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 2, 2021)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- IRS filings on file for fiscal years 2019–2025
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