Owenton Rotary Student Loan Fund Inc

OWENTON, KY EIN: 31-1533803

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

1states

States

Cities

Owenton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$6K$8K2020202120222023
Metric202320222021
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

$0$500$1K$2K$2K0 grants20200 grants20210 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Macie Chappell$2K

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Macie Chappell ($2,000).

RecipientPurposeAmount
Macie Chappell Owenton, KYLoan for higher education $2,000$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
Brian JonesPresident1
David LillyVice President1
Kim SmithTreasurer1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Owenton Rotary Student Loan Fund Inc?

Owenton Rotary Student Loan Fund Inc is a private foundation focused on Education, based in OWENTON, KY. It holds $81K in total assets as of 2023.

How large is Owenton Rotary Student Loan Fund Inc?

As of 2023, Owenton Rotary Student Loan Fund Inc holds $81K in total assets with $7K in annual revenue. It awarded 1 grants totaling $2K in 2023.

Where does Owenton Rotary Student Loan Fund Inc operate?

Owenton Rotary Student Loan Fund Inc has awarded grants in Kentucky.

What size grants does Owenton Rotary Student Loan Fund Inc award?

In 2023, Owenton Rotary Student Loan Fund Inc awarded 1 grants totaling $2K — an average of about $2K per grant, based on its IRS Form 990 filings.

What is Owenton Rotary Student Loan Fund Inc's EIN?

Owenton Rotary Student Loan Fund Inc's EIN (Employer Identification Number) is 31-1533803. IRS Form 990 filing data is available on this page for 2020–2023.

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

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