WO and LOIS Newell Charitable Trust
EIN 263939254 Private FoundationTotal Given 2016–2024
$6.0M
104 grants · $672K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$40K
typical mid grants · $35K–$75K
grant size
100%
deep partner · 14/14 multi-year
repeat
$16.7M
Assets (2024)
14
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
BEREA COLLEGE
Phone
(606) 678-9164
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $750K | $15.6M | $482K | 13 |
| 2017 | $722K | $16.8M | $959K | 13 |
| 2018 | $777K | $14.7M | $898K | 13 |
| 2020 | $752K | $15.8M | $423K | 13 |
| 2021 | $702K | $17.7M | $1.1M | 13 |
| 2022 | $830K | $15.2M | $1.1M | 13 |
| 2023 | $765K | $16.1M | $711K | 13 |
| 2024 | $748K | $16.7M | $829K | 13 |
Grant Size Distribution
Based on 104 grants on record
Minimum
$14K
25th Pctl
$35K
Median
$40K
Average
$58K
75th Pctl
$75K
Maximum
$207K
Geographic Distribution
Officers & Directors
CB
Cumberland Security Bank
8+ yrs
Trustee
CB
Cumberland Security Bank
8+ yrs
Trustee
CB
Cumberland Security Bank
8+ yrs
Trustee
CB
Cumberland Security Bank
8+ yrs
Trustee
CB
Cumberland Security Bank
8+ yrs
Trustee
CB
Cumberland Security Bank
8+ yrs
Trustee
CB
Cumberland Security Bank
8+ yrs
Trustee
CB
Cumberland Security Bank
8+ yrs
Trustee
Grants Awarded (104 total)
| Purpose | ||||
|---|---|---|---|---|
| Grace Baptist Church | Somerset, KY | $207,470 | PER DONEE'S GENERAL PURPOSE | 2022 |
| Grace Baptist Church | Somerset, KY | $194,133 | PER DONEE'S GENERAL PURPOSE | 2018 |
| Grace Baptist Church | Somerset, KY | $191,345 | PER DONEE'S GENERAL PURPOSE | 2023 |
| Grace Baptist Church | Somerset, KY | $187,878 | PER DONEE'S GENERAL PURPOSE | 2020 |
| Grace Baptist Church | Somerset, KY | $187,523 | PER DONEE'S GENERAL PURPOSE | 2016 |
| Grace Baptist Church | Somerset, KY | $187,092 | PER DONEE'S GENERAL PURPOSE | 2024 |
| Grace Baptist Church | Somerset, KY | $180,625 | PER DONEE'S GENERAL PURPOSE | 2017 |
| Grace Baptist Church | Somerset, KY | $175,411 | PER DONEE'S GENERAL PURPOSE | 2021 |
| Clear Creek Baptist Bible College | Pineville, KY | $82,988 | PER DONEE'S GENERAL PURPOSE | 2022 |
| Oneida Baptist Institute | Oneida, KY | $82,988 | PER DONEE'S GENERAL PURPOSE | 2022 |
| Sunrise Children's Services | Mount Washington, KY | $82,988 | PER DONEE'S GENERAL PURPOSE | 2022 |
| University of the Cumberlands | Williamsburg, KY | $82,988 | PER DONEE'S GENERAL PURPOSE | 2022 |
| Clear Creek Baptist Bible College | Pineville, KY | $77,653 | PER DONEE'S GENERAL PURPOSE | 2018 |
| Sunrise Children's Services | Mount Washington, KY | $77,653 | PER DONEE'S GENERAL PURPOSE | 2018 |
| Oneida Baptist Institute | Oneida, KY | $77,653 | PER DONEE'S GENERAL PURPOSE | 2018 |
| University of the Cumberlands | Williamsburg, KY | $77,653 | PER DONEE'S GENERAL PURPOSE | 2018 |
| Clear Creek Baptist Bible College | Pineville, KY | $76,538 | PER DONEE'S GENERAL PURPOSE | 2023 |
| Oneida Baptist Institute | Oneida, KY | $76,538 | PER DONEE'S GENERAL PURPOSE | 2023 |
| Sunrise Children's Services | Mount Washington, KY | $76,538 | PER DONEE'S GENERAL PURPOSE | 2023 |
| University of the Cumberlands | Williamsburg, KY | $76,538 | PER DONEE'S GENERAL PURPOSE | 2023 |
| Clear Creek Baptist Bible College | Pineville, KY | $75,151 | PER DONEE'S GENERAL PURPOSE | 2020 |
| Oneida Baptist Institute | Oneida, KY | $75,151 | PER DONEE'S GENERAL PURPOSE | 2020 |
| Sunrise Children's Services | Mount Washington, KY | $75,151 | PER DONEE'S GENERAL PURPOSE | 2020 |
| University of the Cumberlands | Williamsburg, KY | $75,151 | PER DONEE'S GENERAL PURPOSE | 2020 |
| Oneida Baptist Institute | Oneida, KY | $75,009 | PER DONEE'S GENERAL PURPOSE | 2016 |
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