Civic Intelligence

Jewell Educational Fund

990T • Fiscal year 2022 • EIN 38-2958545

Sep 01, 2021 to Aug 31, 2022 • Filed on Jun 19, 2023

Organization ProfileWWW.BAKER.EDU
1020 S Washington StOwosso, MI 48867

(989) 729-3437

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $140,124,061Liabilities 2010: $489,816Net Assets 2010: $139,634,2452010Assets 2011: $172,443,888Liabilities 2011: $181,589Net Assets 2011: $172,262,2992011Assets 2012: $178,743,988Liabilities 2012: $186,115Net Assets 2012: $178,557,8732012Assets 2013: $218,659,579Liabilities 2013: $295,141Net Assets 2013: $218,364,4382013Assets 2014: $246,619,610Liabilities 2014: $6,576,608Net Assets 2014: $240,043,0022014Assets 2015: $247,309,962Liabilities 2015: $0Net Assets 2015: $247,309,9622015Assets 2016: $280,963,650Liabilities 2016: $15,757,195Net Assets 2016: $265,206,4552016Assets 2017: $299,698,076Liabilities 2017: $18,117,351Net Assets 2017: $281,580,7252017Assets 2018: $327,701,004Liabilities 2018: $26,549,074Net Assets 2018: $301,151,9302018Assets 2019: $324,342,046Liabilities 2019: $29,198,310Net Assets 2019: $295,143,7362019Assets 2020: $339,314,495Liabilities 2020: $25,899,403Net Assets 2020: $313,415,0922020Assets 2021: $398,993,901Liabilities 2021: $9,276,770Net Assets 2021: $389,717,1312021Assets 2022: $349,055,428Liabilities 2022: $0Net Assets 2022: $349,055,4282022Assets 2023: $362,332,794Liabilities 2023: $0Net Assets 2023: $362,332,7942023Assets 2024: $405,269,502Liabilities 2024: $0Net Assets 2024: $405,269,5022024

Latest loaded filing

2024

Assets$405,269,502
Liabilities$0
Net Assets$405,269,502
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $3,574,9532010Expenses 2011: $4,490,7852011Expenses 2012: $5,490,1032012Revenue 2013: $43,267,976Expenses 2013: $6,571,029Net Income 2013: $36,696,9472013Revenue 2014: $11,925,518Expenses 2014: $8,909,976Net Income 2014: $3,015,5422014Revenue 2015: $48,184,780Expenses 2015: $8,751,932Net Income 2015: $39,432,8482015Revenue 2016: $23,902,894Expenses 2016: $10,890,689Net Income 2016: $13,012,2052016Revenue 2017: $7,112,735Expenses 2017: $8,245,353Net Income 2017: -$1,132,6182017Revenue 2018: $13,713,657Expenses 2018: $9,305,280Net Income 2018: $4,408,3772018Revenue 2019: $24,199,090Expenses 2019: $9,374,783Net Income 2019: $14,824,3072019Revenue 2020: $9,831,032Expenses 2020: $9,068,933Net Income 2020: $762,0992020Revenue 2021: $18,985,075Expenses 2021: $9,515,944Net Income 2021: $9,469,1312021Revenue 2022: $22,937,183Expenses 2022: $9,004,632Net Income 2022: $13,932,5512022Revenue 2023: $13,698,138Expenses 2023: $7,342,030Net Income 2023: $6,356,1082023Revenue 2024: $13,385,243Expenses 2024: $7,394,851Net Income 2024: $5,990,3922024

Latest loaded filing

2024

Revenue$13,385,243
Expenses$7,394,851
Net Income$5,990,392
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jun 19, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

Jewell educational fund provides support to baker college or any of its subsidiaries for funding the following: scholarships for academically qualified students and students with demonstrated financial need, capital improvements, educationally related projects of the college or subsidiaries, research and training by the college's faculty, participation in joint ventures with other educational organizations and for the college's community purposes.

Filing and Contact Details

Filer

Filer Name
Jewell Educational Fund
EIN
38-2958545
Phone
9897293437
Address
1020 S WASHINGTON ST, OWOSSO, MI 48867

Signing Officer

Name
Michael Moore
Title
Treasurer
Phone
9897293437
Signed
2023-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
PO BOX 2025, SAGINAW, MI 48605-2025
Preparer
Jeffrey E Hert CPA
Phone
9897999580
Raw XML Appendix141 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0813276
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0175543
IRS1120ScheduleD/Form4797GainOrLossAmt0328723
IRS1120ScheduleD/NetCapitalGainAmt0637733
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0637733
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0175543
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0309010
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0175543
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0127392
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt18970
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt29079
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-210
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt413029
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5-97
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt643357
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt7-18
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt8-13178
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt9120686
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HORSLEY BRIDGE X GROWTH BUYOUT, PL
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1NB CROSSROADS FUND XX
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2NGP NATURAL RESOURCES XII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3PARK STREET CAPITAL FUND IV, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4PARK STREET CAPITAL FUND IX, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5PARK STREET CAPITAL FUND VIII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6PARK STREET CAPITAL FUND X, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7Q-BLK REAL ASSETS II
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8THE VARDE FUND XIII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9LONGPOINT REALTY FUND I, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0309010
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-691
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1616
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-13
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt331
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt439
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5-16
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt6140065
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt735512
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NB CROSSROADS FUND XX
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1NGP NATURAL RESOURCES XII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PARK STREET CAPITAL FUND IV, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3PARK STREET CAPITAL FUND IX, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4PARK STREET CAPITAL FUND VIII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5PARK STREET CAPITAL FUND X, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6THE VARDE FUND XIII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7WARBURG PINCUS (CALLISTO) GLOBAL GROWTH
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0175543
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0298168
IRS990T/BalanceDueAmt07795
IRS990T/BooksInCareOfDetail/PersonNm0JACQUI SPICER
IRS990T/BooksInCareOfDetail/PhoneNum09897393437
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 S WASHINGTON ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0OWOSSO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd048867
IRS990T/BookValueAssetsEOYAmt0349055428
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0289
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0298168
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt01129879
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/CapitalGainNetIncomeAmt0813276
IRS990TScheduleA/DepletionAmt0-328
IRS990TScheduleA/NetOperatingLossDeductionAmt0146980
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0-328
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-331711
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0481565
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0481565
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FLOWTHROUGH INCOME (LOSS) FROM PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0481893
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0334913
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt07506
IRS990T/TaxLessCreditsAmt07506
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt07506
IRS990T/TotalTaxComputationAmt07506
IRS990T/TotalUBTIAmt035745
IRS990T/TotalUBTIBeforeNOLSpecificAmt0334913
IRS990T/TotalUBTIBeforeSection199AAmt036745
IRS990T/TotalUBTIComputedAmt0334913
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09897293437
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEWELL EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0JEWE
ReturnHeader/Filer/EIN0382958545
ReturnHeader/Filer/PhoneNum09897293437
ReturnHeader/Filer/USAddress/AddressLine1Txt01020 S WASHINGTON ST
ReturnHeader/Filer/USAddress/CityNm0OWOSSO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048867
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383567911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2025
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAGINAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0486052025
ReturnHeader/PreparerPersonGrp/PhoneNum09897999580
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E HERT CPA
ReturnHeader/ReturnTs02023-06-29T12:09:17-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOORE
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$405$0.00$405$13.4$7.39$5.99
2023Detailed filing. Detailed filing data is available for this year.$362$0.00$362$13.7$7.34$6.36
2022Detailed filing. Detailed filing data is available for this year.$349$0.00$349$22.9$9.00$13.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$399$9.28$390$19.0$9.52$9.47
2020Detailed filing. Detailed filing data is available for this year.$339$25.9$313$9.83$9.07$0.76
2019Detailed filing. Detailed filing data is available for this year.$324$29.2$295$24.2$9.37$14.8
2018Detailed filing. Detailed filing data is available for this year.$328$26.5$301$13.7$9.31$4.41
2017Detailed filing. Detailed filing data is available for this year.$300$18.1$282$7.11$8.25$1.13
2016Detailed filing. Detailed filing data is available for this year.$281$15.8$265$23.9$10.9$13.0
2015Detailed filing. Detailed filing data is available for this year.$247$0.00$247$48.2$8.75$39.4
2014Detailed filing. Detailed filing data is available for this year.$247$6.58$240$11.9$8.91$3.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$219$0.30$218$43.3$6.57$36.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$179$0.19$179$5.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$0.18$172$4.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$0.49$140$3.57