T Gary and Kathleen Rogers Private logo

T Gary and Kathleen Rogers Private

LAFAYETTE, CA EIN: 65-1202020 Website

The T Gary and Kathleen Rogers Private Family Foundation is a private foundation established in 2003 and based in Oakland, California. The foundation manages substantial assets and operates with a strategic focus on transforming public education in Oakland through grants, capacity building, and community partnerships.

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to support organizations and pursue partnerships committed to the highest level of achievement and excellence. With a strategic emphasis on transforming public education in Oakland, California, the foundation makes grants, catalyzes initiatives, and champions community collaboration to ensure that all students have the opportunity to learn and achieve to their greatest potential.

The foundation's core values and focus areas include:

  • Quality Schools: Partnering and investing in schools with bold and tailored plans that seek to realize dramatic improvements for students
  • Student Achievement: Supporting dramatic improvements for students and ensuring public education serves as a launching pad for lifelong achievement and success
  • Capacity Building: Building the skills and capacity of students and adults
  • Relationship-Driven Change: Nurturing and building relationships to transform schools and education

Sunsetting Education Grantmaking: In fall 2020, the foundation announced its final Oakland education grantmaking strategy, which will sunset by 2025. During its final years, the foundation continues grantmaking focused on Oakland education, providing grants and capacity building to organizations that have closely partnered with the foundation for nearly two decades.

Grantmaking

Grant Range

**: Typical awards range from $10 to $2,355,000.

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Geographic Focus

Where this funder awards grants

The foundation supports a wide range of cities and states across the United States, including major urban centers such as New York City, Los Angeles, and San Francisco, as well as smaller communities. Primary funding reaches California, New York, and Georgia, among other states, with a strategic emphasis on Oakland, California.

Grant Distribution by State

18states
+10 more states

Cities

AlamedaAlbuquerqueAlexandriaAtlantaBaltimoreBedfordBellevueBerkeleyBirminghamBostonBrisbaneBrooklynChicagoChicoClaremontConcordDavisDenverEl CentroEl Cerrito

Financial History

Multi-year comparison from IRS filings

As of 2023:

  • Total Assets: $53,684,376
  • Total Revenue: $5,663,239
  • Total Expenses: $9,394,520
  • Total Liabilities: $3,370,000

As of 2024:

  • Total Assets: $48,448,865
  • Total Giving: $5,429,172
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$12M$16M20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$7M$9M105 grants202084 grants202176 grants202281 grants202351 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LIGHTHOUSE COMMUNITY CHA…$2.1MUC BERKELEY FOUNDATION$1.0MEAST BAY COMMUNITY FOUND…$850KENVISION EDUCATION$166KURBAN MONTESSORI CHARTER…$150KEDUCATION FOR CHANGE INC$150KLEAD LIBERATED$145KPHILANTHROPIC VENTURES F…$130KLED BETTER INC$125KROCKEFELLER PHILANTHROPY…$125K

Grant Size Distribution

250 grants across all recorded years

169<$50K28$50–100K31$100–250K11$250–500K4$500K–1M7$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lighthouse Community Charter Schools ($2,150,000), Uc Berkeley Foundation ($1,032,648), East Bay Community Foundation ($850,000).

RecipientPurposeAmount
LIGHTHOUSE COMMUNITY CHARTER SCHOOLS OAKLAND, CAGENERAL SUPPORT$2,150,000
FAMILIES IN ACTION OAKLAND, CAGENERAL SUPPORT$120,125
LEAD LIBERATED OAKLAND, CAGENERAL SUPPORT$145,000
LED BETTER INC ALAMEDA, CAGENERAL SUPPORT$125,000
ROCKEFELLER PHILANTHROPY ADVISORS INC SAN FRANCISCO, CAGENERAL SUPPORT$125,000
PHILANTHROPIC VENTURES FOUNDATION OAKLAND, CAGENERAL SUPPORT$130,000
NATIONAL EQUITY PROJECT OAKLAND, CAGENERAL SUPPORT$75,000
OAKLAND LITERACY COALITION INC OAKLAND, CAGENERAL SUPPORT$21,742
EAST BAY COMMUNITY FOUNDATION OAKLAND, CAGENERAL SUPPORT$850,000
NETWORK FOR GOOD WASHINGTON, DCGENERAL SUPPORT$2,397

Leadership & Key People

Leadership team and compensation from IRS filings

  • Kathleen Rogers: President and Director
  • Rhonnel S. Sotelo: CEO (compensation: $320,719)
  • Brian K. Rogers: Board Secretary (former CEO until January 27, 2023; compensation: $271,647)
  • Cynthia Suter: Co Principal Officer

The foundation employs 9 staff members.

Compensation Overview

From 2024 IRS filing

RHONNEL S SOTELOCEO$466K

From 2024 filing

NameTitleHoursCompensation
RHONNEL S SOTELOCEO40$465,964
BRIAN K ROGERSBOARD SECRETARY0.1

Contact Information

  • Website: rogersfoundation.org
  • Address: 10 Clay Street, Suite 200, Oakland, CA 94607-3521
  • Phone: 510-899-7900
  • EIN: 65-1202020

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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. With a strategic emphasis on transforming public education in Oakland, California, the foundation makes grants, catalyzes initiatives, and champions community collaboration to ensure that all students have the opportunity to learn and achieve to their greatest potential. The foundation's core values and focus areas include: • **Quality Schools**: Partnering …

How do I apply for a grant from T Gary and Kathleen Rogers Private?

**Grant Activity (2023)**: • Made 83 grants in 2023 • Total giving: $5,429,172 • Notable recent grants include: • Envision Education: $430,000 (General Support) • Philanthropic Ventures Foundation: $360,867 (General Support) • East Bay Community Foundation: $250,000 (General Support) **Grant Range**: Typical awards range from $10 to $2,355,000. **Recent Grantees**: Include Lighthouse Community Charter School and other Oakland-based education organizations.

Where does T Gary and Kathleen Rogers Private make grants?

The foundation supports a wide range of cities and states across the United States, including major urban centers such as New York City, Los Angeles, and San Francisco, as well as smaller communities. Primary funding reaches California, New York, and Georgia, among other states, with a strategic emphasis on Oakland, California.

What size grants does T Gary and Kathleen Rogers Private award?

In 2024, T Gary and Kathleen Rogers Private awarded 51 grants totaling $5.4M — an average of about $106K per grant, based on its IRS Form 990 filings.

How much is T Gary and Kathleen Rogers Private required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, T Gary and Kathleen Rogers Private reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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