Robert B and Helen P Jewell is a private foundation focused on Education, 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
Under IRS private-foundation payout rules, Robert B and Helen P Jewell reported a distributable amount of $179K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert B and Helen P Jewell
Based on IRS filings
Robert B and Helen P Jewell is a private foundation focused on Education, 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.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Kentucky - College of Engineering ($62,000), University of Kentucky - Arts & Science ($30,000), University of Kentucky - College of Medicine ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF KENTUCKY - ARTS & SCIENCE LEXINGTON, KY | COLLEGE SCHOLARSHIPS | $30,000 |
| UNIVERSITY OF KENTUCKY - COLLEGE OF AGRICULTURE LEXINGTON, KY | COLLEGE SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF KENTUCKY - COLLEGE OF ENGINEERING LEXINGTON, KY | COLLEGE SCHOLARSHIPS | $62,000 |
| UNIVERSITY OF KENTUCKY - COLLEGE OF MEDICINE LEXINGTON, KY | MEDICAL SCHOOL SCHOLARSHIPS | $20,000 |
| UNIVERSITY OF KENTUCKY - COLLEGE OF NURSING LEXINGTON, KY | COLLEGE SCHOLARSHIPS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LINDA JEWELL STROJAN | DIRECTOR | — | — |
| PETER GALLAGHER | SECRETARY, DIR | — | — |
| ANDREA JEWELL GALLAGHER | PRESIDENT, DIR | — | — |
| LYNN C WEAK | TREASURER, DIR | — | — |
| BARBARA JEWELL | DIRECTOR | — | — |
| CARL STROJAN | DIRECTOR | — | — |
| MARK JEWELL | VICE PRESIDENT, DIR | — | — |
| PAMELA BASCONI | DIRECTOR | — | — |
| CHRISTOPHER STROJAN | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert B and Helen P Jewell?
Robert B and Helen P Jewell is a private foundation focused on Education, based in LEXINGTON, KY. It holds $1.2M in total assets as of 2024.
How large is Robert B and Helen P Jewell?
As of 2024, Robert B and Helen P Jewell holds $1.2M in total assets with $80K in annual revenue. It awarded 5 grants totaling $132K in 2024.
Where does Robert B and Helen P Jewell operate?
Robert B and Helen P Jewell has awarded grants in Kentucky.
What size grants does Robert B and Helen P Jewell award?
In 2024, Robert B and Helen P Jewell awarded 5 grants totaling $132K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Robert B and Helen P Jewell required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert B and Helen P Jewell reported a distributable amount of $179K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert B and Helen P Jewell's EIN?
Robert B and Helen P Jewell's EIN (Employer Identification Number) is 61-1094726. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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