The Dr Joseph L Warnell Charitable Trust
The Dr Joseph L Warnell Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILFORD, DE. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $14.9M in total assets. In 2024, it awarded 2 grants totaling $200K. Net investment income was $366K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$14.9M
-0.2% YoY
Annual Giving
$200K
Grant Count
2
Avg Grant Size
$100K
Under IRS private-foundation payout rules, The Dr Joseph L Warnell Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About The Dr Joseph L Warnell Charitable Trust
Based on IRS filings
The Dr Joseph L Warnell Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILFORD, DE. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $14.9M in total assets. In 2024, it awarded 2 grants totaling $200K. Net investment income was $366K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $14,856,249 | $14,886,480 |
| Revenue | $1,345,499 | $145,621 |
| Expenses | $543,565 | $141,014 |
| Qualifying Distributions | $50,000 | — |
| Net Investment Income | $365,812 | $1,547 |
| Distributable Amount | $31,114 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Rotary Club of Milford ($100,000), The Rotary Club of Milford ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE ROTARY CLUB OF MILFORD MILFORD, DE | 2023 SCHOLARSHIP | $100,000 |
| THE ROTARY CLUB OF MILFORD MILFORD, DE | 2024 SCHOLARSHIPS | $100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL WARNELL | CO-TRUSTEE | 4 | $200,000 |
| GEORGE E LUFF II | CO-TRUSTEE | 16 | $50,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Dr Joseph L Warnell Charitable Trust?
The Dr Joseph L Warnell Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILFORD, DE. It holds $14.9M in total assets as of 2024.
How large is The Dr Joseph L Warnell Charitable Trust?
As of 2024, The Dr Joseph L Warnell Charitable Trust holds $14.9M in total assets with $1.3M in annual revenue. It awarded 2 grants totaling $200K in 2024.
Where does The Dr Joseph L Warnell Charitable Trust operate?
The Dr Joseph L Warnell Charitable Trust has awarded grants in Delaware.
What size grants does The Dr Joseph L Warnell Charitable Trust award?
In 2024, The Dr Joseph L Warnell Charitable Trust awarded 2 grants totaling $200K — an average of about $100K per grant, based on its IRS Form 990 filings.
How much is The Dr Joseph L Warnell Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Dr Joseph L Warnell Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2023–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.