The Dr Joseph L Warnell Charitable Trust
The Dr Joseph L Warnell Charitable Trust is a private foundation, based in Milford, DE. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $15.2M in total assets. In 2025, it awarded 5 grants totaling $197K. Net investment income was $376K.
The Dr Joseph L Warnell Charitable Trust at a glance
In short: The Dr Joseph L Warnell Charitable Trust gave $197K across 5 grants in 2025 (avg $39K), mostly in Delaware. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $196,722
- -1.6% vs 2024
- Grants made (2025)
- 5
- +150.0% vs 2024
- Average grant
- $39,344
- -60.7% vs 2024
- Median grant
- $25,235
- Total assets
- $15,236,659
- +2.6% vs 2024
- Primary geography
- Delaware (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Dr Joseph L Warnell Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Rotary Club of Milford ($100K).
Organizations only. It also paid 4 individual scholarships ($96,722), which are not listed by name.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 3 grants of 7 (43%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How The Dr Joseph L Warnell Charitable Trust gives
- In 2025 it paid out 161% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $197K (2025) to $200K (2024). In 2025 it made 5 grants totaling $197K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Rotary Club of Milford Milford, DE | 2025 Scholarship | $100,000 |
| 4 individual scholarships Recipients not named | — | $96,722 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $15,236,659 | $628,793 | $448,544 | $196,722 | 5 | $50,000 | $376,082 | $30,971 |
| 2024 | $14,856,249 | $1,345,499 | $543,565 | $200,000 | 2 | $50,000 | $365,812 | $31,114 |
| 2023 | $14,886,480 | $145,621 | $141,014 | — | — | — | $1,547 | — |
Under IRS private-foundation payout rules, The Dr Joseph L Warnell Charitable Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Dr Joseph L Warnell Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
George E. Luff II CPA
Co-Trustee
On filings since 2023
4 hrs/week
$50K (2024) → $50K (2025)
Paul Warnell
Co-Trustee
On filings since 2023
4 hrs/week
$200K (2024) → $100K (2025)
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $100K, to Paul Warnell (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Dr Joseph L Warnell Charitable Trust
How much does The Dr Joseph L Warnell Charitable Trust give each year?
The Dr Joseph L Warnell Charitable Trust gave $197K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 2 grants.
What is The Dr Joseph L Warnell Charitable Trust's typical grant size?
The Dr Joseph L Warnell Charitable Trust's median grant in 2025 was $25,235, and its average grant was $39,344, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Dr Joseph L Warnell Charitable Trust give grants?
The Dr Joseph L Warnell Charitable Trust gives mostly in Delaware: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Iowa (25%).
Does The Dr Joseph L Warnell Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Dr Joseph L Warnell Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "2025 Scholarship" (5 grants).
How large is The Dr Joseph L Warnell Charitable Trust?
The Dr Joseph L Warnell Charitable Trust reported $15.2M in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is The Dr Joseph L Warnell Charitable Trust's EIN?
The Dr Joseph L Warnell Charitable Trust's EIN (Employer Identification Number) is 92-6492944. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 22, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 20, 2026)
- IRS filings on file for fiscal years 2023–2025
Live grants for the work The Dr Joseph L Warnell Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
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