Jane Holbrook Jewell Charitable Fnd

Private foundation · Grantmaker Dallas, TX EIN: 31-6649811

Jane Holbrook Jewell Charitable Fnd is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $612K in total assets. In 2026, it awarded 1 grant totaling $30K. Net investment income was $76K.

Key facts about Jane Holbrook Jewell Charitable Fnd

In short: Jane Holbrook Jewell Charitable Fnd gave $30K across 1 grant in 2026 (avg $30K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.

EIN
31-6649811
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$29,627
Grants made (2026)
1
Average grant
$29,627
Median grant
$29,627
Total assets
$612,125
Primary geography
Massachusetts (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$612K

+12.0% YoY

Annual Giving

$30K

+8.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$30K

+8.3% YoY

Under IRS private-foundation payout rules, Jane Holbrook Jewell Charitable Fnd reported a distributable amount of $35K for 2026 — the minimum it must pay out in qualifying distributions.

How Jane Holbrook Jewell Charitable Fnd gives

  • Giving held roughly steady from 2023 to 2026 (+1%). Method
  • In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

Cities

Weymouth

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $26K (2021) to $30K (2026). In 2026 it made 1 grant totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Weymouth Historical Society: $30KWeymouth Historical Society$30K

The largest 2026 recipient was Weymouth Historical Society ($30K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Weymouth Historical Society Weymouth, MAUnrestricted General$29,627

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$612,125$546,746$541,675
Revenue$84,886$49,134$22,854
Expenses$43,058$39,335$36,505
Qualifying Distributions$32,690$30,228$28,620
Net Investment Income$75,607$39,873$11,832
Distributable Amount$34,979$32,505$30,009

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Jane Holbrook Jewell Charitable Fnd's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $9K (2021) → $10K (2026)

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $10KBank of AmericaTrustee$10K

The highest reported compensation on the 2026 filing was $10K, to Bank of America (Trustee).

Frequently asked questions about Jane Holbrook Jewell Charitable Fnd

How much does Jane Holbrook Jewell Charitable Fnd give each year?

Jane Holbrook Jewell Charitable Fnd gave $30K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $27K across 1 grant.

How large is Jane Holbrook Jewell Charitable Fnd?

Jane Holbrook Jewell Charitable Fnd reported $612K in total assets on its 2026 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Jane Holbrook Jewell Charitable Fnd operate?

Jane Holbrook Jewell Charitable Fnd has awarded grants in Massachusetts.

What is Jane Holbrook Jewell Charitable Fnd's EIN?

Jane Holbrook Jewell Charitable Fnd's EIN (Employer Identification Number) is 31-6649811. IRS Form 990 filing data is available on this page for 2021–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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