JEWELL D RODGERS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWELL D RODGERS FOUNDATION (EIN 25-1840974)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-19
- IRS object ID
- 201731119349100208
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-19T13:52:55-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251589790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ragan & Connell PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 Washington Road Ste 300 | AddressLine1Txt |
| City | McMurray | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251840974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWELL RODGERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ST BANK | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 7248365108 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONNELL CPA | PreparerPersonNm |
| PTIN | P00153513 | PTIN |
| Phone | 7249416350 | PhoneNum |
| Preparation | 2017-04-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.94.202.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-21 | IPDt |
| IP Tm | 14:43:10 | IPTm |
| Federal Original Submission Id | 2522752017111a14jnx4 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 01588EA91B319450FDD9EB6BB3BE16ACB696F7CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01588EA91B319450FDD9EB6BB3BE16ACB696F7CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $233,776 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,708 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,588 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,282 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $255 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Other Investments BOY | $216,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,776 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $217,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $217,360 | UnrestrictedBOYAmt |
| Unrestricted EOY | $211,725 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $217,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $211,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $217,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $211,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $217,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,635 | ExcessRevenueOverExpensesAmt |
| Subtotal | $211,725 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $211,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL | P | 2014-09-05 | 2016-02-02 | $10,907 | $12,276 | -$1,369 |
| BRANDES EMERGING MARKETS | P | 2014-09-05 | 2016-02-02 | $3,969 | $7,275 | -$3,306 |
| CALAMOS MARKET NUETRAL INCOME | P | 2014-09-05 | 2016-02-02 | $11,966 | $12,685 | -$719 |
| GABELLI ABC FUND | P | 2012-10-01 | 2016-02-02 | $13,227 | $13,348 | -$121 |
| HARBOR INTERNATIONAL | P | 2014-09-05 | 2016-02-02 | $5,401 | $7,103 | -$1,702 |
| STEWART MID CAP | P | 2016-02-02 | 2016-11-04 | $506 | $621 | -$115 |
| STEWART MID CAP | P | 2012-10-01 | 2016-11-04 | $24,820 | $25,963 | -$1,143 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2012-10-01 | 2016-12-31 | $12,183 | $12,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,708 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$115 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $192 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $192 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | ST BANK | IndividualWithBooksNm |
| Phone | 7248365108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $233,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,275 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $234,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $230,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192 | TotalTaxAmt |
| Distributable Before Adj | $11,346 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,743 | UndistributedIncomePYAmt |
| Applied To Prior Years | $21,003 | AppliedToPriorYearsAmt |
| Taxable2 | $11,743 | Taxable2Amt |
| Undistributed Income CY | $11,346 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS HOSPITAL FREE CARE FUND | |||||||
| ONE CHILDRENS HOSPITAL DRIVE | Pittsburgh | PA | 15224 | NONE | PC | GENERAL | $1,958 |
| CARITAS CHRISTI | |||||||
| 463 MT THOR ROAD | Greensburg | PA | 15601 | NONE | PC | GENERAL | $1,958 |
| SACRED HEART RC CHURCH | |||||||
| 310 SHADY AVE | Pittsburgh | PA | 15206 | NONE | PC | GENERAL | $1,958 |
| ST PAUL OF THE CROSS MONASTERY | |||||||
| 123 MONASTERY AVE | Pittsburgh | PA | 15203 | NONE | PC | GENERAL | $1,958 |
| ST PAUL OF THE CROSS RETREAT HOUSE | |||||||
| 148 MONASTERY AVE | Pittsburgh | PA | 15203 | NONE | PC | GENERAL | $1,958 |
| WESTERN PA SCHOOL FOR BLIND CHILDRE | |||||||
| 201 NORTH BELLEFIELD AVB | Pittsburgh | PA | 15213 | NONE | PC | GENERAL | $1,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,748 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,942 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,942 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,942 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | S&T BANK TRUST | CategoryOrItemTxt |
| Book Value | $211,725 | BookValueAmt |
| EOYFMV | $233,776 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $234 | $0 | $0 | $0 |
| FOREIGN TAXES | $21 | $0 | $0 | $0 |
Comments