Robert B & Helen P Jewell
- Assets
- $1.3m
- Revenue
- $85.4k
- Investments
- $1.3m
- Employees
- 0
- Location
- Lexington, KY
- Founding
- 07/1986
- Data as of
- 12/2022
- EIN
- 61-1094726
Organization Overview
Robert B & Helen P Jewell is located in Lexington, KY. The organization was established in 1986. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert B & Helen P Jewell is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Robert B & Helen P Jewell generated $85.4k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 40.2% each year . All expenses for the organization totaled $189.2k during the year ending 12/2022. While expenses have increased by 14.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert B & Helen P Jewell has awarded 24 individual grants totaling $660,121. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIP GRANTS TO COLLEGES AND UNIVERSITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda Jewell Strojan Director | 0 | $0 | |
Peter Gallagher Secretary, Dir | 0 | $0 | |
Andrea Jewell Gallagher President, Dir | 0 | $0 | |
Lynn C Weak Treasurer, Dir | 0 | $0 | |
Barbara Jewell Director | 0 | $0 | |
Carl Strojan Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $116 |
| Interest on Savings | $0 |
| Dividends & Interest | $62,237 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $23,075 |
| Capital Gain Net Income | $23,075 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $85,428 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,270 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $9,794 |
| Total operating and administrative expenses | $13,999 |
| Contributions, gifts, grants paid | $175,250 |
| Total expenses and disbursements | $189,249 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $27,005 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,327,233 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert B & Helen P Jewell has awarded $175,250 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF KENTUCKY - COLLEGE OF ENGINEERING PURPOSE: COLLEGE SCHOLARSHIPS | $64,000 |
UNIVERSITY OF KENTUCKY - COLLEGE OF MEDICINE PURPOSE: MEDICAL SCHOOL SCHOLARSHIPS | $40,000 |
UNIVERSITY OF KENTUCKY - ARTS & SCIENCE PURPOSE: COLLEGE SCHOLARSHIPS | $28,500 |
UNIVERSITY OF KENTUCKY - COLLEGE OF NURSING PURPOSE: COLLEGE SCHOLARSHIPS | $24,250 |
UNIVERSITY OF KENTUCKY - COLLEGE OF AGRICULTURE PURPOSE: COLLEGE SCHOLARSHIPS | $18,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Equity Fund Inc Chicago, IL | $118,912,735 | $59,533,345 |
Education Loan Finance Inc Knoxville, TN | $2,281,627,256 | $227,234,757 |
National Merit Scholarship Corporation Evanston, IL | $183,825,978 | $50,191,294 |
Virginia Student Aid Foundation Charlottesville, VA | $165,530,915 | $45,876,846 |
Evans Scholars Foundation Glenview, IL | $101,873,087 | $62,566,812 |
Cardinal Services Inc Of Indiana Warsaw, IN | $28,675,162 | $26,373,889 |
Horatio Alger Association Of Distinguished Americans Inc Alexandria, VA | $58,355,936 | $27,092,429 |
College Now Greater Cleveland Inc Cleveland, OH | $24,271,314 | $18,465,003 |
Hca Healthcare Foundation Nashville, TN | $97,582,102 | $44,453,527 |
James Madison University Foundation Inc Harrisonburg, VA | $191,139,680 | $18,508,438 |
Marine Corps Scholarship Foundation Inc Alexandria, VA | $149,128,193 | $34,285,716 |
Children Of Fallen Patriots Foundation Reston, VA | $18,264,760 | $13,060,746 |