JEWELL D RODGERS FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: JEWELL D RODGERS FOUNDATION (EIN 25-1840974)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-05-02
IRS object ID: 201421329349100732
Schema version: 2013v3.1
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
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-05-02T10:31:22-04:00	ReturnTs
Tax Period End	2013-12-31	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	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3025 WASHINGTON RD STE 300	AddressLine1
City	MCMURRAY	City
State	PA	State
ZIP Code	15317	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	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	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	JEWE	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTH MAIN STREET	AddressLine1
City	Greensburg	City
State	PA	State
ZIP Code	15601	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD BARNER	PersonNm
Person Title	TRUST OFFICER	PersonTitleTxt
Phone	7248365108	PhoneNum
Signature	2014-05-15	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	2014-05-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,000	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
Dividends Rev And Expnss	$4,218	DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss	$3,973	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$33,965	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,973	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$8,191	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,973	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$1,077	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$400	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$255	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,732	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$12,532	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$4,341	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,973	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,000	CashBOYAmt
Cash EOY	$1,000	CashEOYAmt
Cash EOYFMV	$1,000	CashEOYFMVAmt
Other Investments BOY	$221,934	OtherInvestmentsBOYAmt
Other Investments EOY	$217,593	OtherInvestmentsEOYAmt
Total Assets BOY	$222,934	TotalAssetsBOYAmt
Total Assets EOY	$218,593	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,000	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$222,934	UnrestrictedBOYAmt
Unrestricted EOY	$218,593	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$222,934	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$218,593	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$222,934	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$218,593	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$222,934	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$4,341	ExcessRevenueOverExpensesAmt
Subtotal	$218,593	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$218,593	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DODGE AND COX STOCK	P	2010-06-15	2013-07-02	$4,874	$3,403	$1,471	$1,471
CAPITAL GAIN DISTRIBUTIONS	P	2010-06-15	2013-12-31	$6,652		$6,652	$6,652
NUVEEN QUALITY	P	2010-06-15	2013-12-23	$4,023	$7,489	-$3,466	-$3,466
PRINCIPAL INV HIGH YIELD	P	2010-06-15	2013-07-02	$8,441	$9,103	-$662	-$662
WELLS FARGO CAP VIII	P	2010-06-15	2013-08-01	$9,975	$9,997	-$22	-$22

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,973	CapitalGainNetIncomeAmt

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	$79	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$79	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$79	TaxBasedOnInvestmentIncomeAmt
Tax Due	$79	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 TRUST DEPT	IndividualWithBooksNm
Phone	7248365108	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTH MAIN STREET	AddressLine1
City	Greensburg	City
State	PA	State
ZIP Code	15601	ZIPCode

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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 TRUST DEPT	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTH MAIN STREET	AddressLine1
City	Greensburg	City
State	PA	State
ZIP Code	15601	ZIPCode

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	5.00	AverageHrsPerWkDevotedToPosRt
Compensation	$1,077	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	$219,764	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,000	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$220,764	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$220,764	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,311	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$217,453	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,873	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,873	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$79	TaxBasedOnInvestmentIncomeAmt
Income Tax	$255	IncomeTaxAmt
Total Tax	$334	TotalTaxAmt
Distributable Before Adj	$10,539	DistributableBeforeAdjAmt
Distributable Before Ded	$10,539	DistributableBeforeDedAmt
Distributable As Adjusted	$10,539	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	$10,539	DistributableAsAdjustedAmt
Undistributed Income PY	$10,747	UndistributedIncomePYAmt
Applied To Year1	$10,747	AppliedToYear1Amt
Undistributed Income CY	$10,539	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/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CARITAS CHRISTY
463 MOUNT THOR ROAD	Greensburg	PA	15601	NONE	PC	GENEREAL	$1,800
WESTERN PA SCHOOL FOR BLIND CHILDRE
201 NORTH BELLEFIELD AVE	Pittsburgh	PA	15213	NONE	PC	GEBERAL	$1,800
ST PAUL OF THE CROSS MONASTERY
148 MONASTERY AVE	Pittsburgh	PA	15203	NONE	PC	GENERAL	$1,800
ST PAUL OF THE CROSS RETREAT HOUSE
148 MONASTERY AVE	Pittsburgh	PA	15203	NONE	PC	GENERAL	$1,800
SACRED HEART RC CHURCH
310 SHADY AVE	Pittsburgh	PA	15206	NONE	PC	GENERAL	$1,800
CHILDRENS HOSPITAL FREE CARE FUND
4401 PENN AVE	Pittsburgh	PA	152241342	NONE	PC	GENERAL	$1,800

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$10,800	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$4,218	UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm	$4,218	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$4,218	UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm	$4,218	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8,436	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	RAGAN AND CONNELL	CategoryTxt
Amt	$400	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	S&T BANK TRUST	CategoryOrItemTxt
Book Value	$217,593	BookValueAmt
EOYFMV	$0	EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$255	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

JEWELL D RODGERS FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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