Funder DirectoryWO AND LOIS NEWELL CHARITABLE TRUST
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Private foundation (trust)EIN 263939254Est. 2010-02

WO AND LOIS NEWELL CHARITABLE TRUST

SOMERSET, KY 42501

Total Assets

$16.7M

FY 2024

Annual Giving

$748K

FY 2024

Grants Made

13

FY 2024

Avg Grant

$58K

FY 2024

Grant Range

$15K–$187K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$829K

Total Expenses

$874K

Qualifying Distributions

$748K

Distributable Amount

$809K

Min. Investment Return

$816K

Undistributed Income

$5K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $15K through median $37K to maximum $187K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $830K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

78 grants

GRACE BAPTIST CHURCH
$1.1M
6 grants
CLEAR CREEK BAPTIST BIBLE COLLEGE
$457K
6 grants
UNIVERSITY OF THE CUMBERLANDS
$457K
6 grants
SUNRISE CHILDREN'S SERVICES
$457K
6 grants
ONEIDA BAPTIST INSTITUTE
$457K
6 grants
UNIVERSITY OF KENTUCKY
$320K
6 grants
BEREA COLLEGE
$229K
6 grants
MASONIC HOME OF LOUISVILLE
$229K
6 grants

Grant Size Distribution

78 grants

<$10K
$10–50K
43
grants
$50–250K
35
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Kentucky
$4.6M
100% of total

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WO AND LOIS NEWELL CHARITABLE TRUST — Grants, Financials & Contact | Grantivo