Robert B & Helen P Jewell
- Assets
- $1.2m
- Revenue
- $82.7k
- Investments
- $1.2m
- Employees
- 0
- Location
- Lexington, KY
- Founding
- 07/1986
- Data as of
- 12/2023
- 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 12/2023, Robert B & Helen P Jewell generated $82.7k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 28.3% each year . All expenses for the organization totaled $185.2k during the year ending 12/2023. While expenses have increased by 10.0% per year over the past 8 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 33 individual grants totaling $904,871. 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
2023
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 | $117 |
| Interest on Savings | $0 |
| Dividends & Interest | $63,163 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $19,403 |
| Capital Gain Net Income | $19,403 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $82,683 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $987 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $11,533 |
| Total operating and administrative expenses | $15,495 |
| Contributions, gifts, grants paid | $169,750 |
| Total expenses and disbursements | $185,245 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $43,073 |
| 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 | $1,224,671 |
| 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 $169,750 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF KENTUCKY - COLLEGE OF AGRICULTURE PURPOSE: COLLEGE SCHOLARSHIPS | $18,500 |
UNIVERSITY OF KENTUCKY - ARTS & SCIENCE PURPOSE: COLLEGE SCHOLARSHIPS | $28,500 |
UNIVERSITY OF KENTUCKY - COLLEGE OF ENGINEERING PURPOSE: COLLEGE SCHOLARSHIPS | $62,750 |
UNIVERSITY OF KENTUCKY - COLLEGE OF MEDICINE PURPOSE: MEDICAL SCHOOL SCHOLARSHIPS | $40,000 |
UNIVERSITY OF KENTUCKY - COLLEGE OF NURSING PURPOSE: COLLEGE SCHOLARSHIPS | $20,000 |