Rodger and Loree
Rodger and Loree is a private foundation, based in Birmingham, MI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $606K in total assets. In 2025, it awarded 5 grants totaling $76K. Net investment income was $19K.
Rodger and Loree at a glance
In short: Rodger and Loree gave $76K across 5 grants in 2025 (avg $15K), top state Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $76,302
- +21.7% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $15,260
- +21.7% vs 2024
- Median grant
- $10,000
- Total assets
- $605,991
- -5.3% vs 2024
- Primary geography
- Florida (34% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Rodger and Loree funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Various Contributions Under 5000 ($26K). Together the top 5 received $76K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 27 grants of 28 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Rodger and Loree gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 166% of its IRS minimum distribution (the 5% rule). 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 $59K (2019) to $99K (2023). In 2025 it made 5 grants totaling $76K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Various Contributions Under 5000 Miami, FL | Charitable | $26,302 |
| United Jewish Federation Phil Fund New York, NY | Charitable | $25,000 |
| Johns Hokins University Baltimore, MD | Charitable | $10,000 |
| Trinity Health Livonia, MI | Charitable | $10,000 |
| Mayo Clinic Rochester, MN | Charitable | $5,000 |
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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 | $605,991 | $46,426 | $80,479 | $76,302 | 5 | $76,302 | $18,710 | $46,070 |
| 2024 | $640,044 | $55,866 | $66,215 | $62,715 | 5 | $62,715 | $20,308 | $42,955 |
| 2023 | $650,393 | $36,648 | $101,664 | $98,559 | 6 | $98,559 | $16,536 | $38,864 |
| 2022 | $715,409 | $63,465 | $72,937 | $69,770 | 4 | $69,770 | $24,081 | $34,899 |
| 2021 | $724,881 | $130,928 | $84,832 | $82,062 | 8 | $82,062 | $28,374 | $1,247 |
| 2020 | $678,785 | $24,501 | $94,900 | $92,130 | 7 | — | $23,324 | $45,953 |
| 2019 | $749,184 | $75,870 | $62,121 | $59,351 | 4 | — | $22,038 | $42,000 |
Under IRS private-foundation payout rules, Rodger and Loree reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rodger and Loree is led by Rodger Wasserman, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rodger Wasserman
President
On filings since 2019
No compensation reported
Loree Wasserman
Secretary
On filings since 2019
No compensation reported
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.
Frequently asked questions about Rodger and Loree
How much does Rodger and Loree give each year?
Rodger and Loree gave $76K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 5 grants.
What is Rodger and Loree's typical grant size?
Rodger and Loree's median grant in 2025 was $10,000, and its average grant was $15,260, across 5 grants on its 2025 IRS Form 990-PF.
Where does Rodger and Loree give grants?
Rodger and Loree's top state is Florida, with 34% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (33%) and Maryland (13%).
Does Rodger and Loree give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Rodger and Loree's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).
Who are Rodger and Loree's largest grantees?
Rodger and Loree's largest 2025 grantees include Various Contributions Under 5000 ($26,302), United Jewish Federation Phil Fund ($25,000) and Johns Hokins University ($10,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Rodger and Loree?
Rodger and Loree reported $606K in total assets on its 2025 IRS Form 990-PF. It paid out $76K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).
What is Rodger and Loree's EIN?
Rodger and Loree's EIN (Employer Identification Number) is 38-3343567. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 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 2019 (received by the IRS March 31, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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