Wo and Lois Newell Charitable Trust
The Wo and Lois Newell Charitable Trust is a private foundation based in Somerset, Kentucky. Its 2025 filing reports 13 grants totaling $809,160, all to recipients in Kentucky.
Wo and Lois Newell Charitable Trust at a glance
In short: Wo and Lois Newell Charitable Trust gave $809K across 13 grants in 2025 (avg $62K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $809,160
- +8.1% vs 2024
- Grants made (2025)
- 13
- +0.0% vs 2024
- Average grant
- $62,243
- +8.1% vs 2024
- Median grant
- $40,458
- Total assets
- $13,660,544
- +2.0% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Wo and Lois Newell Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 107 S Main St, Somerset, KY 42501
Phone: (606) 678-9164
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Wo and Lois Newell Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 36 grants of 65 (55%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Kentucky.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
How Wo and Lois Newell Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $702K (2021) to $830K (2022). In 2025 it made 13 grants totaling $809K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 13 grants to individuals Recipients not named | — | $809,160 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $13,660,544 | $1,206,586 | $938,040 | $809,160 | 13 | $809,160 | $507,723 | $845,509 |
| 2024 | $13,391,998 | $828,957 | $873,729 | $748,367 | 13 | $748,367 | $461,771 | $809,159 |
| 2023 | $13,436,782 | $711,332 | $881,234 | $765,380 | 13 | $765,380 | $497,848 | $748,369 |
| 2022 | $13,606,680 | $1,065,543 | $959,389 | $829,880 | 13 | $829,880 | $491,369 | $765,381 |
| 2021 | $13,505,099 | $1,075,232 | $812,453 | $701,641 | 13 | $701,641 | $627,254 | $829,880 |
| 2020 | $13,243,391 | $422,734 | $853,061 | $751,512 | 13 | — | $222,631 | $701,642 |
| 2019 | $13,674,704 | $601,150 | $881,450 | $775,972 | 13 | — | $361,269 | $751,513 |
Under IRS private-foundation payout rules, Wo and Lois Newell Charitable Trust reported a distributable amount of $846K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants were designated for recipients’ general purposes. Recipients included churches, educational institutions, and charitable organizations.
The grantees describe their own missions in varied terms. Sunrise Children’s Services says it provides care and hope for hurting children and families through Christ-centered ministries. The University of the Cumberlands describes its mission as providing a quality, affordable education grounded in Christian principles and leadership through service. Berea College says it transforms the lives of students and families by admitting students of high promise and low means. Somerset Community College describes its purposes as charitable, scientific, literary, or educational, and says it stimulates voluntary financial support for the college.
Grantmaking
In 2025, the foundation gave $809,160 through 13 grants. Grant amounts ranged from $16,183 to $202,290, with a median grant of $40,458.
The largest 2025 grant was $202,290 to Grace Baptist Church in Somerset, Kentucky. Other notable grants were $80,916 each to an individual recipient Baptist Bible College, Oneida Baptist Institute, Sunrise Children’s Services, and the University of the Cumberlands; and $56,641 to the University of Kentucky. Berea College, Masonic Home of Louisville, Somerset Community College, and Southern Seminary each received $40,458.
Leadership & Key People
Officers and directors from IRS filings
Wo and Lois Newell Charitable Trust's only listed officer is Cumberland Security Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Cumberland Security Bank
Trustee
On filings since 2019
2 hrs/week
$84K (2019) → $94K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $94K, to Cumberland Security Bank (Trustee).
Frequently asked questions about Wo and Lois Newell Charitable Trust
How much does Wo and Lois Newell Charitable Trust give each year?
Wo and Lois Newell Charitable Trust gave $809K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $748K across 13 grants.
What is Wo and Lois Newell Charitable Trust's typical grant size?
Wo and Lois Newell Charitable Trust's median grant in 2025 was $40,458, and its average grant was $62,243, across 13 grants on its 2025 IRS Form 990-PF.
Where does Wo and Lois Newell Charitable Trust give grants?
Wo and Lois Newell Charitable Trust gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Wo and Lois Newell Charitable Trust give general operating support?
Yes: 100% of Wo and Lois Newell Charitable Trust's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Wo and Lois Newell Charitable Trust?
Wo and Lois Newell Charitable Trust reported $13.7M in total assets on its 2025 IRS Form 990-PF. It paid out $809K in qualifying distributions that year, against a required minimum of $846K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Wo and Lois Newell Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants were designated for recipients’ general purposes. Recipients included churches, educational institutions, and charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Wo and Lois Newell Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Wo and Lois Newell Charitable Trust's EIN?
Wo and Lois Newell Charitable Trust's EIN (Employer Identification Number) is 26-3939254. IRS Form 990 filing data is available on this page for 2019–2025.
Does Wo and Lois Newell Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 23, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 21, 2025)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Wo and Lois Newell Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Wo and Lois Newell Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Wo and Lois Newell Charitable Trust funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/wo-and-lois-newell-charitable-trust-morg_85fc997bbe0a4644b07c70fc6e9baac8
BibTeX
@misc{grantable_263939254_2026,
author = {{Grantable}},
title = {{Wo and Lois Newell Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/wo-and-lois-newell-charitable-trust-morg_85fc997bbe0a4644b07c70fc6e9baac8},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Wo and Lois Newell Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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