Owenton Rotary Student Loan Fund Inc is a private foundation focused on Education, based in OWENTON, KY. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $81K in total assets. In 2023, it awarded 1 grants totaling $2K. Net investment income was $7K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$81K
+8.9% YoY
Annual Giving
$2K
Grant Count
1
Avg Grant Size
$2K
About Owenton Rotary Student Loan Fund Inc
Based on IRS filings
Owenton Rotary Student Loan Fund Inc is a private foundation focused on Education, based in OWENTON, KY. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $81K in total assets. In 2023, it awarded 1 grants totaling $2K. Net investment income was $7K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $80,670 | $74,103 | $91,667 |
| Revenue | $6,951 | $2,746 | $196 |
| Expenses | $4,384 | $310 | $124 |
| Qualifying Distributions | $4,384 | — | $5,124 |
| Net Investment Income | $6,567 | $324 | $134 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Brian Jones | President | 1 | — |
| David Lilly | Vice President | 1 | — |
| Kim Smith | Treasurer | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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