Civic Intelligence

Wo and Lois Newell Charitable Trust

EIN 26-3939254 • Somerset, KY

Pub. 78 Eligible
107 S Main StSomerset, KY 42501
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

25th percentile

-5.4%

Higher net margin than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$94,164

Higher top officer pay than 35% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

32nd percentile

-0.3%

Faster asset growth than 32% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

17%

Faster revenue growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$13,391,998

Down $44,784 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$13,391,998

Down $44,784 (-0.3%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin25th percentile

Revenue

Up

$828,957

Up $117,625 (+17%) from 2023

Expenses

Down

$873,729

Down $7,505 (-0.9%) from 2023

Net Income

Up

-$44,772

Up $125,130 (+74%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $14,301,123Liabilities 2010: $0Net Assets 2010: $14,301,1232010Assets 2014: $14,299,432Liabilities 2014: $0Net Assets 2014: $14,299,4322014Assets 2015: $14,183,167Liabilities 2015: $0Net Assets 2015: $14,183,1672015Assets 2016: $13,813,581Liabilities 2016: $0Net Assets 2016: $13,813,5812016Assets 2017: $13,944,067Liabilities 2017: $0Net Assets 2017: $13,944,0672017Assets 2018: $13,955,004Liabilities 2018: $0Net Assets 2018: $13,955,0042018Assets 2019: $13,674,704Liabilities 2019: $0Net Assets 2019: $13,674,7042019Assets 2020: $13,243,391Liabilities 2020: $0Net Assets 2020: $13,243,3912020Assets 2021: $13,505,099Liabilities 2021: $0Net Assets 2021: $13,505,0992021Assets 2022: $13,606,680Liabilities 2022: $0Net Assets 2022: $13,606,6802022Assets 2023: $13,436,782Liabilities 2023: $0Net Assets 2023: $13,436,7822023Assets 2024: $13,391,998Liabilities 2024: $0Net Assets 2024: $13,391,9982024

Latest loaded filing

2024

Assets$13,391,998
Liabilities$0
Net Assets$13,391,998
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,659,3432010Revenue 2014: $656,027Expenses 2014: $997,414Net Income 2014: -$341,3872014Revenue 2015: $790,773Expenses 2015: $907,038Net Income 2015: -$116,2652015Revenue 2016: $482,356Expenses 2016: $851,942Net Income 2016: -$369,5862016Revenue 2017: $959,153Expenses 2017: $828,667Net Income 2017: $130,4862017Revenue 2018: $897,891Expenses 2018: $886,954Net Income 2018: $10,9372018Revenue 2019: $601,150Expenses 2019: $881,450Net Income 2019: -$280,3002019Revenue 2020: $422,734Expenses 2020: $853,061Net Income 2020: -$430,3272020Revenue 2021: $1,075,232Expenses 2021: $812,453Net Income 2021: $262,7792021Revenue 2022: $1,065,543Expenses 2022: $959,389Net Income 2022: $106,1542022Revenue 2023: $711,332Expenses 2023: $881,234Net Income 2023: -$169,9022023Revenue 2024: $828,957Expenses 2024: $873,729Net Income 2024: -$44,7722024

Latest loaded filing

2024

Revenue$828,957
Expenses$873,729
Net Income-$44,772
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.83$0.87$0.04
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.71$0.88$0.17
2022Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$1.07$0.96$0.11
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.08$0.81$0.26
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.42$0.85$0.43
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.60$0.88$0.28
2018Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.90$0.89$0.01
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.96$0.83$0.13
2016Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.48$0.85$0.37
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.79$0.91$0.12
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.66$1.00$0.34
2010Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 19, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$94,164-$94,164
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PER DONEE'S GENERAL PURPOSE-SOMERSET, KY, US$202,290
Paid Grant-PER DONEE'S GENERAL PURPOSE-PINEVILLE, KY, US$80,916
Paid Grant-PER DONEE'S GENERAL PURPOSE-ONEIDA, KY, US$80,916
Paid Grant-PER DONEE'S GENERAL PURPOSE-MOUNT WASHINGTON, KY, US$80,916
Paid Grant-PER DONEE'S GENERAL PURPOSE-WILLIAMSBURG, KY, US$80,916
Paid Grant-PER DONEE'S GENERAL PURPOSE-LEXINGTON, KY, US$56,641
Paid Grant-PER DONEE'S GENERAL PURPOSE-BEREA, KY, US$40,458
Paid Grant-PER DONEE'S GENERAL PURPOSE-MASONIC HOME, KY, US$40,458
Paid Grant-PER DONEE'S GENERAL PURPOSE-SOMERSET, KY, US$40,458
Paid Grant-PER DONEE'S GENERAL PURPOSE-LOUISVILLE, KY, US$40,458
Paid Grant-PER DONEE'S GENERAL PURPOSE-BRONSTON, KY, US$24,275
Paid Grant-PER DONEE'S GENERAL PURPOSE-BURNSIDE, KY, US$24,275
Paid Grant-PER DONEE'S GENERAL PURPOSE-BURNSIDE, KY, US$16,183
Filing and Contact Details

Filer

Filer Name
Wo and Lois Newell Charitable Trust
EIN
26-3939254
Phone
6066789164
Address
107 S MAIN ST, SOMERSET, KY 42501

Signing Officer

Name
Cumberland Security Bank
Title
Trustee
Phone
6066789164
Signed
2026-03-19

Preparer

Firm
Mark Clark CPA Psc
Address
POBOX 369, SOMERSET, KY 42502-2700
Preparer
Mark Clark CPA
Phone
6066784372
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PER DONEE'S GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BEREA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FIRST BAPTIST CHURCH OF BRONSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BURNSIDE MASONIC LODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CLEAR CREEK BAPTIST BIBLE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GRACE BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MASONIC HOME OF LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ONEIDA BAPTIST INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7SOMERSET COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SOUTHERN SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9SUNRISE CHILDREN'S SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10TATEVILLE BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11UNIVERSITY OF KENTUCKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12UNIVERSITY OF THE CUMBERLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CPO 2214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1401 HIGHWAY 790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 CLEAR CREEK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4120 LOSEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5240 MASONIC HOME DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 67
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7808 MONTICELLO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82825 LEXINGTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 1429
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11113 STURGILL DEVELOP BLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126191 COLLEGE STATION DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRONSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BURNSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PINEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MASONIC HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ONEIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MOUNT WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10BURNSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12WILLIAMSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd142518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd242519
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340977
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd442503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd540041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd640972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd742501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd840280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd940047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1042519
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1140506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1240769
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0809160
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0804121
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05039
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0845509
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0809160
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt041388
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05039
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016059
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSETMARK ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016059
TaxesSchedule/TaxesDetail/Amt010938
TaxesSchedule/TaxesDetail/Amt15919
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES - 2025 ESTIMATE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010938
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND SECURITY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06066789164
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WO AND LOIS NEWELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WOAN
ReturnHeader/Filer/EIN0263939254
ReturnHeader/Filer/PhoneNum06066789164
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 S MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SOMERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611230372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK CLARK CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POBOX 369
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOMERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0425022700
ReturnHeader/PreparerPersonGrp/PhoneNum06066784372
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK CLARK CPA
ReturnHeader/ReturnTs02026-03-23T07:23:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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