Private foundation (trust)EIN 383343567Est. 1997-05

RODGER AND LOREE

BIRMINGHAM, MI 48009

Accepts unsolicited proposals

Total Assets

$878K

FY 2024

Annual Giving

$63K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$13K

FY 2024

Grant Range

$5K–$23K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$56K

Total Expenses

$66K

Qualifying Distributions

$63K

Distributable Amount

$43K

Min. Investment Return

$43K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $5K through median $10K to maximum $23K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $99K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

35 grants

JEWISH FEDERATION
$105K
4 grants
VARIOUS CONTRIBUTIONS UNDER 5000
$102K
6 grants
ARIZONA COMMUNITY FOUNDATION
$50K
3 grants
AMERICAN MAGEN DAVID ADOM
$48K
1 grant
MOTOWN MUSEUM
$40K
4 grants
BEAUMONT HEALTH FOUNDATION
$30K
3 grants
UNITED JEWISH FEDERATION PHIL FUND
$20K
1 grant
UNITED JEWISH FOUNDATION
$20K
1 grant

Grant Size Distribution

35 grants

<$10K
21
grants
$10–50K
14
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Michigan
$258K
54% of total
Florida
$124K
26% of total
Arizona
$50K
10% of total
New York
$31K
6% of total
Maryland
$10K
2% of total
Minnesota
$5K
1% of total

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RODGER AND LOREE — Grants, Financials & Contact | Grantivo