Nonprofit · EIN 25-1120947
MCFEELY-ROGERS FOUNDATION
Tax-exempt · LATROBE, PA 15650
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,976,027 | $2,272,543 | $703,484 | $25,843,954 | $0 | $25,843,954 |
| December 31, 2024 | 990-PF | $2,914,897 | $2,062,745 | $852,152 | $25,140,471 | $0 | $25,140,471 |
| December 31, 2023 | 990-PF | $9,823,045 | $1,719,886 | $8,103,159 | $24,331,229 | $0 | $24,331,229 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $426,173
- Dividends
- $668,554
- Net gain from sales of assets
- $1,121,022
- Other income
- $760,278
Expenses
- Grants and similar amounts paid
- $1,349,995
- Compensation of officers, directors and key employees
- $378,240
- Disbursements for charitable purposes
- $1,744,684
- Excise tax on investment income
- $28,388
Balance sheet and other
- Total assets, start of year
- $25,140,471
- Total assets, end of year
- $25,843,954
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,843,954
- Fair market value of assets
- $35,292,656
- Qualifying distributions
- $1,744,684
- Net investment income
- $2,548,595
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES R OKONAK 816 LIGONIER STREET, LATROBE, PA 156500110 | TRUSTEE,EXDI | 35 | $196,500 | $88,485 |
| RICHARD C OKONAK 816 LIGONIER STREET, LATROBE, PA 156500110 | TRUSTEE,VP&S | 35 | $109,860 | $50,280 |
| ANNETTE M COUCH 816 LIGONIER STREET, LATROBE, PA 156500110 | TREASURER | 35 | $71,880 | $24,695 |
| DANIEL G CROZIER JR 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| JAMES BROOKS CROZIER 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| JOHN F ROGERS 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 2 | $0 | $0 |
| JAMES B ROGERS 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES R OKONAK 816 LIGONIER STREET, LATROBE, PA 156500110 | TRUSTEE,EXDI | 35 | $188,976 | $84,146 |
| RICHARD C OKONAK 816 LIGONIER STREET, LATROBE, PA 156500110 | TRUSTEE,VP&S | 35 | $105,612 | $24,573 |
| ANNETTE M COUCH 816 LIGONIER STREET, LATROBE, PA 156500110 | TREASURER | 35 | $69,000 | $37,801 |
| DANIEL G CROZIER JR 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| JAMES BROOKS CROZIER 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| JOHN F ROGERS 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 2 | $0 | $0 |
| JAMES B ROGERS 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES R OKONAK 816 LIGONIER STREET, LATROBE, PA 156500110 | TRUSTEE,EXDI | 35 | $181,704 | $79,302 |
| RICHARD C OKONAK 816 LIGONIER STREET, LATROBE, PA 156500110 | TRUSTEE,VP&S | 35 | $101,544 | $35,578 |
| ANNETTE M COUCH 816 LIGONIER STREET, LATROBE, PA 156500110 | TREASURER | 35 | $66,324 | $33,505 |
| DANIEL G CROZIER JR 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| JAMES BROOKS CROZIER 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| JOHN F ROGERS 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| DOUGLAS R NOWICKI 816 LIGONIER ST, LATROBE, PA 156500110 | TRUSTEE | 1 | $0 | $0 |
| JAMES B ROGERS 816 LIGONIER ST, LATROBE, PA 156500110 | PRESIDENT | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 110, LATROBE, PA 15650-0110
- Signed the 990-PF
- JAMES R OKONAK, TRUSTEE,EXDIRECTOR
- Phone
- (724) 537-5588
- Return prepared by
- GUSKIEWICZ WHITE & ASSOCIATES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-1120947
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $25,843,954
- Income (IRS master file)
- $11,669,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,976,027 | $2,272,543 | $25,843,954 | XML |
| 990-PF | December 2024 | $2,914,897 | $2,062,745 | $25,140,471 | XML |
| 990-PF | December 2023 | $9,823,045 | $1,719,886 | $24,331,229 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1120947).
Questions about MCFEELY-ROGERS FOUNDATION
- What is the EIN of MCFEELY-ROGERS FOUNDATION?
- The employer identification number (EIN) of MCFEELY-ROGERS FOUNDATION is 25-1120947.
- Is MCFEELY-ROGERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to MCFEELY-ROGERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCFEELY-ROGERS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCFEELY-ROGERS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MCFEELY-ROGERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MCFEELY-ROGERS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 3 received compensation from the organization, the highest $196,500 (JAMES R OKONAK, TRUSTEE,EXDI).
- How much revenue does MCFEELY-ROGERS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,976,027, expenses of $2,272,543 and total assets of $25,843,954 at year end.
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