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Foundations / Kentucky

Wo and Lois Newell Charitable Trust

Preselected recipients only Somerset, Kentucky · EIN 263939254

Wo and Lois Newell Charitable Trust is a private foundation in Somerset, Kentucky. In tax year 2025 it gave $809,160 in 13 grants; the typical grant was $40,458 and the largest $202,290. It only gives to organizations it selects itself and does not accept unsolicited applications.

From its IRS Form 990-PF for tax year 2025.

Giving in 2025 was up from $748,367 the year before.

8% of its 2025 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.

Giving by year

Tax yearGrants paidNumber of grantsAssets
2023$765,38013$16.1 million
2024$748,36713$16.7 million
2025$809,16013$18.2 million

How to apply

Wo and Lois Newell Charitable Trust says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.

IRS filings on ProPublica

What Wo and Lois Newell Charitable Trust funds

Where it gives

All of its grants went to recipients in Kentucky.

StateGrantsAmount
Kentucky13$809,160

Grants paid in 2025

All 13 grants
RecipientPurposeAmount
Grace Baptist Church
Somerset, KY
Per donee's general purpose$202,290
Clear Creek Baptist Bible College
Pineville, KY
Per donee's general purpose$80,916
Oneida Baptist Institute
Oneida, KY
Per donee's general purpose$80,916
Sunrise Children's Services
Mount Washington, KY
Per donee's general purpose$80,916
University of the Cumberlands
Williamsburg, KY
Per donee's general purpose$80,916
University of Kentucky
Lexington, KY
Per donee's general purpose$56,641
Berea College
Berea, KY
Per donee's general purpose$40,458
Masonic Home of Louisville
Masonic Home, KY
Per donee's general purpose$40,458
Somerset Community College
Somerset, KY
Per donee's general purpose$40,458
Individual
KY
Per donee's general purpose$40,458
First Baptist Church of Bronston
Bronston, KY
Per donee's general purpose$24,275
Tateville Baptist Church
Burnside, KY
Per donee's general purpose$24,275
Burnside Masonic Lodge
Burnside, KY
Per donee's general purpose$16,183

Officers and trustees

As listed in Part VIII of the 2025 filing.

Questions people ask

Does Wo and Lois Newell Charitable Trust accept grant applications?

No. Its IRS filing says it only makes contributions to preselected organizations.

How much does Wo and Lois Newell Charitable Trust give?

$809,160 in tax year 2025, across 13 grants, with a typical grant of $40,458.

Who runs Wo and Lois Newell Charitable Trust?

Its 2025 filing lists Cumberland Security Bank (Trustee).

What does Wo and Lois Newell Charitable Trust fund?

Based on its grants, mainly faith communities and education.

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