Jewel O'connell Scholarship Trust
Jewel O'connell Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $241K in total assets. In 2024, it awarded 4 grants totaling $13K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$241K
+2.8% YoY
Annual Giving
$13K
+51.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$3K
+51.5% YoY
Under IRS private-foundation payout rules, Jewel O'connell Scholarship Trust reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Jewel O'connell Scholarship Trust
Based on IRS filings
Jewel O'connell Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $241K in total assets. In 2024, it awarded 4 grants totaling $13K. Net investment income was $20K.
Focus Areas
Ready to take the next step with Jewel O'connell Scholarship Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $241,322 | $234,703 | $242,206 |
| Revenue | $24,285 | $7,072 | $-6,070 |
| Expenses | $19,563 | $14,485 | $17,879 |
| Qualifying Distributions | $15,430 | $10,802 | $13,157 |
| Net Investment Income | $19,965 | $2,626 | $1,337 |
| Distributable Amount | $15,736 | $12,513 | $12,824 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sacramento City Unified School District ($4,847), Caldwell Exempted Village School Distric ($2,707), Okmulgee Public Schools ($2,707).
| Recipient | Purpose | Amount |
|---|---|---|
| CALDWELL EXEMPTED VILLAGE SCHOOL DISTRIC CALDWELL, OH | UNRESTRICTED GENERAL | $2,707 |
| OKMULGEE PUBLIC SCHOOLS OKMULGEE, OK | UNRESTRICTED GENERAL | $2,707 |
| STOREY COUNTY SCHOOL DISTRICT VIRGINIA CITY, NV | UNRESTRICTED GENERAL | $2,707 |
| SACRAMENTO CITY UNIFIED SCHOOL DISTRICT SACRAMENTO, CA | UNRESTRICTED GENERAL | $4,847 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $4,905 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jewel O'connell Scholarship Trust?
Jewel O'connell Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $241K in total assets as of 2024.
How large is Jewel O'connell Scholarship Trust?
As of 2024, Jewel O'connell Scholarship Trust holds $241K in total assets with $24K in annual revenue. It awarded 4 grants totaling $13K in 2024.
Where does Jewel O'connell Scholarship Trust operate?
Jewel O'connell Scholarship Trust has awarded grants in California, Nevada, Ohio, Oklahoma.
What size grants does Jewel O'connell Scholarship Trust award?
In 2024, Jewel O'connell Scholarship Trust awarded 4 grants totaling $13K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Jewel O'connell Scholarship Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jewel O'connell Scholarship Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jewel O'connell Scholarship Trust's EIN?
Jewel O'connell Scholarship Trust's EIN (Employer Identification Number) is 88-6048769. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jewel O'connell Scholarship Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.