T Gary and Kathleen Rogers Private
T. Gary and Kathleen Rogers Private is a private foundation based in Lafayette, California. Established in 2003 by T. Gary and Kathleen Rogers, the Rogers Family Foundation focused primarily on Oakland public education, supporting organizations and partnerships working to improve educational opportunities for Oakland students.
Key facts about T Gary and Kathleen Rogers Private
In short: T Gary and Kathleen Rogers Private gave $5.4M across 51 grants in 2024 (avg $106K), mostly in California. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 65-1202020
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $5,429,172
- Grants made (2024)
- 51
- Average grant
- $106,454
- Median grant
- $2,150
- New grantees (estimate)
- 36% first-time grantees (18 of 50, 2024)
- Total assets
- $48,448,865
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Deadline
- Applications are due in April for the June board meeting and in October for the December board meeting.
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$48.4M
-9.8% YoY
Annual Giving
$5.4M
+19.5% YoY
Grant Count
51
-37.0% YoY
Avg Grant Size
$106K
+89.7% YoY
Under IRS private-foundation payout rules, T Gary and Kathleen Rogers Private reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.
Is T Gary and Kathleen Rogers Private open to new grantees?
36%
first-time grantees, 2024
In 2024, 18 of 50 grantees (36%) were first-time recipients. First grants averaged $8K; repeat grants $165K. How we count
Medians: $1K first-time, $5K repeat.
- 54% of 2024 grantees were also funded in 2023. Method
- Giving fell 39% from 2021 to 2024. Method
- In 2024 it paid out 400% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s mission is to support organizations and pursue partnerships committed to the highest level of achievement and excellence. Its strategic emphasis is transforming public education in Oakland so students can learn and achieve to their greatest potential. The foundation also describes community investments in UC Berkeley and innovative medical research grants.
Its 2020–2025 strategy included direct investments in schools and nonprofits that build organizational capacity or support broader improvements in Oakland education. Examples among 2024 grantees include Lighthouse Community Charter Schools, which received $2,150,000, and Education for Change, which received $150,000; both grants were for general support. Education for Change describes its mission as providing a superior public education to Oakland’s most underserved children, with a focus on academic achievement. Envision Education, which received $165,500 for general support, says it prepares students—especially those who would be the first in their families to attend college—for success in college and life. The East Bay Community Foundation, which received $850,000 for general support, describes work focused in part on young children’s success from birth through third grade.
Grantmaking
In 2024, the foundation reported 51 grants totaling $5,429,172. The grants ranged from $30 to $2,150,000, with a median grant of $2,150. Other notable 2024 awards included $150,210 to Urban Montessori Charter School, $145,000 to Lead Liberated, and $125,000 each to Led Better and Rockefeller Philanthropy Advisors.
Review Cycle
as needed. Education strategy grants focus on nonprofits that support and educate students in Oakland. Applicants must be tax-exempt under IRC Section 501(c)(3) and not classified as private foundations; applications may also be submitted through an eligible fiscal sponsor. The foundation may consider grants to for-profits when it determines there is a clear charitable purpose and exercises expenditure responsibility. It does not fund scholarship funds for individuals, reserve funds, political campaigns or lobbying, fundraising events, or programs, projects, schools, and organizations that do not work with youth in Oakland.
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Geographic Focus
Where this funder awards grants
The foundation’s education strategy centers on Oakland, California. In 2024, 100% of reported grant dollars went to recipients in California. The foundation also states that its community investments include UC Berkeley and innovative medical research grants.
Grant Distribution by State
Share of all 51 itemized 2024 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
397 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| LIGHTHOUSE COMMUNITY CHARTER SCHOOLS Oakland, CA | GENERAL SUPPORT | $2,150,000 |
| UC BERKELEY FOUNDATION Berkeley, CA | GENERAL SUPPORT | $1,032,648 |
| EAST BAY COMMUNITY FOUNDATION Oakland, CA | GENERAL SUPPORT | $850,000 |
| ENVISION EDUCATION Oakland, CA | GENERAL SUPPORT | $165,500 |
| URBAN MONTESSORI CHARTER SCHOOL Oakland, CA | GENERAL SUPPORT | $150,210 |
| EDUCATION FOR CHANGE INC Oakland, CA | GENERAL SUPPORT | $150,000 |
| LEAD LIBERATED Oakland, CA | GENERAL SUPPORT | $145,000 |
| PHILANTHROPIC VENTURES FOUNDATION Oakland, CA | GENERAL SUPPORT | $130,000 |
| LED BETTER INC Alameda, CA | GENERAL SUPPORT | $125,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC San Francisco, CA | GENERAL SUPPORT | $125,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $48,448,865 | $7,954,419 | $7,867,352 | $5,429,172 | 51 |
| 2023 | $53,684,376 | $5,663,239 | $9,394,520 | $4,544,501 | 81 |
| 2022 | $59,200,655 | $3,382,414 | $8,447,347 | $6,425,456 | 76 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $48,448,865 | $53,684,376 | $59,200,655 |
| Revenue | $7,954,419 | $5,663,239 | $3,382,414 |
| Expenses | $7,867,352 | $9,394,520 | $8,447,347 |
| Qualifying Distributions | $7,270,074 | $7,818,444 | $9,077,244 |
| Net Investment Income | $5,459,807 | $4,742,193 | $2,368,126 |
| Distributable Amount | $1,816,255 | $1,964,498 | $2,632,397 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Rhonnel S. Sotelo as CEO and Brian K. Rogers as board secretary. The foundation’s website identifies T. Gary and Kathleen Rogers as its founders and Brian Rogers as CEO in his October 2020 letter announcing the planned spend-down.
T Gary and Kathleen Rogers Private is led by Rhonnel S. Sotelo, CEO since 2023 (on filings since 2020); 1 of 2 officers listed in 2024 is compensated.
Officers on the 2024 filing
Rhonnel S. Sotelo
CEO
Executive Director → CEO, 2023
On filings since 2020
40 hrs/week
$258K (2020) → $466K (2024)
Brian K. Rogers
Board Secretary
CEO & Board Secretary → Board Secretary, 2024
On filings since 2020
0.1 hrs/week
$185K (2020) → $0 (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
Contact
Application contact: Applications If Required Are Genera
Mailing address: 201 Lafayette Circle Suite 100, Lafayette, CA 94549
Phone: (510) 899-7900
Website: https://rogersfoundation.org
Frequently asked questions about T Gary and Kathleen Rogers Private
How much does T Gary and Kathleen Rogers Private give each year?
T Gary and Kathleen Rogers Private gave $5.4M across 51 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4.5M across 81 grants.
What is T Gary and Kathleen Rogers Private's typical grant size?
T Gary and Kathleen Rogers Private's median grant in 2024 was $2,150, and its average grant was $106,454, across 51 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from T Gary and Kathleen Rogers Private that year got $8K on average.
Where does T Gary and Kathleen Rogers Private give grants?
T Gary and Kathleen Rogers Private gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oakland, CA (16 grants), Washington, DC (6 grants), Berkeley, CA (3 grants) and San Francisco, CA (3 grants).
Does T Gary and Kathleen Rogers Private give general operating support?
Yes: 100% of T Gary and Kathleen Rogers Private's 2024 grants with a stated purpose (51 of 51) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are T Gary and Kathleen Rogers Private's largest grantees?
T Gary and Kathleen Rogers Private's largest 2024 grantees include Lighthouse Community Charter Schools ($2,150,000), Uc Berkeley Foundation ($1,032,648) and East Bay Community Foundation ($850,000), according to its 2024 IRS Form 990-PF. Together they received 74% of its itemized 2024 grant dollars.
How large is T Gary and Kathleen Rogers Private?
T Gary and Kathleen Rogers Private reported $48.4M in total assets on its 2024 IRS Form 990-PF. It paid out $7.3M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
What does T Gary and Kathleen Rogers Private fund?
The foundation’s mission is to support organizations and pursue partnerships committed to the highest level of achievement and excellence. Its strategic emphasis is transforming public education in Oakland so students can learn and achieve to their greatest potential. The foundation also describes community investments in UC Berkeley and innovative medical research grants. Its 2020–2025 strategy included direct investments in schools and nonprofits that build organizational capacity or support …
How do I apply for a grant from T Gary and Kathleen Rogers Private?
In 2024, the foundation reported 51 grants totaling $5,429,172. The grants ranged from $30 to $2,150,000, with a median grant of $2,150. Other notable 2024 awards included $150,210 to Urban Montessori Charter School, $145,000 to Lead Liberated, and $125,000 each to Led Better and Rockefeller Philanthropy Advisors. The foundation’s website says it is not accepting unsolicited proposals. For applications that are required, the filing says they are generally submitted electronically through a gran…
What is T Gary and Kathleen Rogers Private's EIN?
T Gary and Kathleen Rogers Private's EIN (Employer Identification Number) is 65-1202020. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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