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Wo And Lois Newell Charitable Trust

Wo And Lois Newell Charitable Trust is a large private grantmaking foundation in Somerset, KY. Based on its most recent public IRS Form 990 (fiscal year 2023), it reported about $13.4M in total assets and $881K in annual expenses. This free profile summarizes what the public record shows and how to research it further.

Key facts

TypePrivate non-operating foundation
Focus (NTEE)private grantmaking foundation (T20)
LocationSomerset, KY
Total assets$13.4M
Annual revenue$711K
Annual expenses$881K
Fiscal year2023
EIN263939254

About Wo And Lois Newell Charitable Trust

Wo And Lois Newell Charitable Trust is registered with the IRS as private non-operating foundation and classified under NTEE code T20 — a private foundation that makes grants to other organizations and causes. It is based in Somerset, KY. Foundations like this are an important part of the local funding landscape; reviewing a funder's Form 990 is the best way to see what and whom it actually funds before you reach out.

Does Wo And Lois Newell Charitable Trust accept applications?

Wo And Lois Newell Charitable Trust appears to be a private foundation. Many private foundations make grants by invitation and do not accept unsolicited proposals, while others do — the public record alone can't confirm it. Review the funder's website and recent Form 990 (linked below) to see whether and how it accepts applications before reaching out.

IRS Form 990 financial history

Fiscal yearRevenueExpensesTotal assets
2023$711K$881K$13.4M
2022$1.1M$959K$13.6M
2021$1.1M$812K$13.5M
2020$423K$853K$13.2M
2019$601K$881K$13.7M
2015$791K$907K$14.2M

Figures from the organization's public IRS Form 990 filings (most recent first). For a grantmaking foundation, annual expenses largely reflect grants made plus operating costs.

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Sources & tools

This is a research profile built from public records — not an endorsement, and not an application portal. Always confirm current priorities, deadlines, and how to apply with the funder before reaching out.

Source: the organization's IRS Form 990 filings (public record) via ProPublica Nonprofit Explorer. Figures are from its most recent available filing and may not reflect current activity. Last verified 2026-06-17.

FAQ

What is Wo And Lois Newell Charitable Trust?

Wo And Lois Newell Charitable Trust is a private foundation that makes grants to other organizations and causes based in Somerset, KY. Its IRS employer identification number (EIN) is 263939254.

Where is Wo And Lois Newell Charitable Trust located?

Wo And Lois Newell Charitable Trust is located in Somerset, KY 42501-2005.

How large is Wo And Lois Newell Charitable Trust?

According to its most recent IRS Form 990 (fiscal year 2023), Wo And Lois Newell Charitable Trust reported about $13.4M in total assets, $711K in revenue, and $881K in expenses. For a grantmaking foundation, total expenses largely reflect the grants and charitable activity it funds.

Does Wo And Lois Newell Charitable Trust accept grant applications?

Wo And Lois Newell Charitable Trust appears to be a private foundation. Many private foundations make grants by invitation and do not accept unsolicited proposals, while others do — the public record alone can't confirm it. Review the funder's website and recent Form 990 (linked below) to see whether and how it accepts applications before reaching out.

What is Wo And Lois Newell Charitable Trust's EIN?

Wo And Lois Newell Charitable Trust's EIN (employer identification number) is 263939254. You can use it to look up the organization on the IRS Tax Exempt Organization Search or on ProPublica Nonprofit Explorer.