Robert B and Helen P Jewell

LEXINGTON, KY EIN: 61-1094726

Robert B and Helen P Jewell is a private foundation, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 5 grants totaling $132K. Net investment income was $74K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-5.4% YoY

Annual Giving

$132K

-22.2% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$26K

-22.2% YoY

About Robert B and Helen P Jewell

Based on IRS filings

Robert B and Helen P Jewell is a private foundation, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 5 grants totaling $132K. Net investment income was $74K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$52K$104K$156K$208K20202021202220232024
Metric202420232022
Total Assets$1,158,227$1,224,671$1,327,233
Revenue$79,841$82,683$85,428
Expenses$146,285$185,245$189,249
Qualifying Distributions$137,829$176,199$180,906
Net Investment Income$73,894$76,116$79,655
Distributable Amount$178,671$152,722$164,416

Giving Over Time

Total grant dollars and number of grants per year

$0$44K$88K$131K$175K4 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

UNIVERSITY OF KENTUCKY -…$62KUNIVERSITY OF KENTUCKY -…$30KUNIVERSITY OF KENTUCKY -…$20KUNIVERSITY OF KENTUCKY -…$10KUNIVERSITY OF KENTUCKY -…$10K

Grant Size Distribution

24 grants across all recorded years

20<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LINDA JEWELL STROJANDIRECTOR
PETER GALLAGHERSECRETARY, DIR
ANDREA JEWELL GALLAGHERPRESIDENT, DIR
LYNN C WEAKTREASURER, DIR
BARBARA JEWELLDIRECTOR
CARL STROJANDIRECTOR
MARK JEWELLVICE PRESIDENT, DIR
PAMELA BASCONIDIRECTOR
CHRISTOPHER STROJANDIRECTOR

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

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