Robert B and Helen P Jewell

LEXINGTON, KY EIN: 61-1094726

Financial Overview

From 2024 IRS Form 990-PF

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

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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 .

Who else does Robert B and Helen P Jewell fund?

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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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Lexington

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

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