JEWELL D RODGERS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEWELL D RODGERS FOUNDATION (EIN 25-1840974)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-29
IRS object ID
201901199349100445
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-29T14:48:22-04:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251589790PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ragan & Connell PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13025 Washington Rd Ste 300AddressLine1Txt
CityMcMurrayCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15317ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251840974EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWELL RODGERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 PHILADELPHIA STREETAddressLine1Txt
CityINDIANACityNm
State AbbreviationPAStateAbbreviationCd
ZIP15701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATT VALCOVCIPersonNm
Person TitleTRUST OFFICERPersonTitleTxt
Phone7248365108PhoneNum
Signature2019-04-22SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFrank Connell CPAPreparerPersonNm
PTINP00153513PTIN
Phone7249416350PhoneNum
Preparation2019-04-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.94.202.109IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-29IPDt
IP Tm14:49:38IPTm
Federal Original Submission Id252275201911902xfswzFederalOriginalSubmissionId
Federal Original Submission Id2019-04-29FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id44A0049C0194479056775E7F7747EC32128455B1AtSubmissionCreationDeviceId
At Submission Filing Device Id44A0049C0194479056775E7F7747EC32128455B1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$219,877FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$174InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$174InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,707DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,707DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,080NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,589GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,080CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,961TotalRevAndExpnssAmt
Total Net Invst Incm$13,961TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,118CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$618AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$344TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,080TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,570ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,689ExcessRevenueOverExpensesAmt
Net Investment Income$13,961NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$228,396OtherInvestmentsBOYAmt
Other Investments EOY$226,707OtherInvestmentsEOYAmt
Other Investments EOYFMV$219,877OtherInvestmentsEOYFMVAmt
Total Assets BOY$228,396TotalAssetsBOYAmt
Total Assets EOY$226,707TotalAssetsEOYAmt
Total Assets EOYFMV$219,877TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$228,396UnrestrictedBOYAmt
Unrestricted EOY$226,707UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$228,396TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$226,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$228,396TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$226,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$228,396TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,689ExcessRevenueOverExpensesAmt
Subtotal$226,707SubtotalAmt
Tot Net Ast Or Fund Balances EOY$226,707TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmt
AB DISCOVERY FUNDP2015-01-012018-12-14$2,124$2,498-$374
BLACKROCK GL CREDITP2015-01-012018-12-14$823$882-$59
BANDES EMERGING MKTSP2015-01-012018-12-14$2,206$2,927-$721
DODGE AND COX INCOMEP2015-01-012018-12-14$508$530-$22
DODGE AND COX STOCKP2015-01-012018-12-14$2,378$1,564$814
FEDERATED SHORT INTERMEDIATEP2015-01-012018-12-14$258$272-$14
FEDERATED INVESTORSP2015-01-012018-12-14$1,934$1,784$150
HARBOR INTERNATIONALP2015-01-012018-12-14$6,162$6,623-$461
ROYCE TOTAL RETURNP2015-01-012018-12-14$1,426$2,357-$931
CAPITAL GAIN DISTRIBUTIONSP2015-01-012018-12-31$10,698$10,698
RETURN OF PRINCIPALP2015-01-012016-12-14$72$72
FieldValueIRS element (for citing)
Capital Gain Net Income$9,080CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Net Vl Noncharitable Assets Yr1$237,900NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$231,980NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$140NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$140AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$279InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$279SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$279TaxBasedOnInvestmentIncomeAmt
Tax Due$279TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksST BANKIndividualWithBooksNm
Phone7248365108PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 PHILADELPHIA STREETAddressLine1Txt
CityINDIANACityNm
State AbbreviationPAStateAbbreviationCd
ZIP15701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonST BANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 PHILADELPHIA STREETAddressLine1Txt
CityINDIANACityNm
State AbbreviationPAStateAbbreviationCd
ZIP15701ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$234,513AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$235,513TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$235,513AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,533CashDeemedCharitableAmt
Net Vl Noncharitable Assets$231,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,599MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,599MinimumInvestmentReturnAmt
Tax Based On Investment Income$279TaxBasedOnInvestmentIncomeAmt
Total Tax$279TotalTaxAmt
Distributable Before Adj$11,320DistributableBeforeAdjAmt
Distributable Before Ded$11,320DistributableBeforeDedAmt
Distributable As Adjusted$11,320DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,320DistributableAsAdjustedAmt
Undistributed Income PY$11,570UndistributedIncomePYAmt
Applied To Prior Years$21,003AppliedToPriorYearsAmt
Taxable2$11,570Taxable2Amt
Undistributed Income CY$11,320UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDRENS HOSPITAL FREE CARE FUND
ONE CHILDRENS HOSPITAL DRPITTSBURGHPA15224PCGENERAL$1,928
SACRED HEART RC CHURCH
310 SHADY AVEPITTSBURGHPA15206PCGENERAL$1,929
ST PAUL OF THE CROSS RETREAT HOUSE
148 MONASTERY AVEPITTSBURGHPA15203PCGENERAL$1,928
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,785TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARITAS CHRISTI
463 MT THOR RDGREENSBURGPA15601PCGENERAL$1,928
ST PAUL OF THE CROSS MONASTERY
123 MONASTERY AVEPITTSBURGHPA15203PCGENERAL$1,929
WESTERN PA SCHOOL FOR BLIND CHILDRE
201 NORTH BELLEFIELD AVEPITTSBURGHPA15213PCGENERAL$1,928
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,785TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$174UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,707UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,881UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,881TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Category2017 TAX PREPARATIONCategoryTxt
Amt$618Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemS&T BANK TRUSTCategoryOrItemTxt
Book Value$226,707BookValueAmt
EOYFMV$219,877EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$19$0$0$0
EXCISE TAX$325$0$0$0

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