William Allan Newton II Foundation Inc
William Allan Newton II Foundation Inc is a private foundation, based in Charlotte, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $681K in total assets. In 2025, it awarded 5 grants totaling $34K. Net investment income was $15K.
William Allan Newton II Foundation Inc at a glance
In short: William Allan Newton II Foundation Inc gave $34K across 5 grants in 2025 (avg $7K), top state North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $33,760
- +22.8% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $6,752
- +22.8% vs 2024
- Median grant
- $6,750
- Total assets
- $680,526
- +13.8% vs 2024
- Primary geography
- North Carolina (40% 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 William Allan Newton II Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Marine Toys for Tots ($7K). Together the top 5 received $34K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How William Allan Newton II Foundation Inc gives
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $13K (2019) to $34K (2025). In 2025 it made 5 grants totaling $34K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marine Toys for Tots Triangle, VA | charitable mission | $6,760 |
| The Masonic Home for Children at Oxford Oxford, NC | charitable mission | $6,750 |
| Shriners Hospital for Children Ranson, WV | charitable mission | $6,750 |
| Children of Promise International Centerville, OH | charitable mission | $6,750 |
| Baptist Childrens home of NC Thomasville, NC | charitable mission | $6,750 |
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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 | $680,526 | $122,487 | $33,760 | $33,760 | 5 | $33,760 | $15,479 | $34,832 |
| 2024 | $597,906 | $121,915 | $28,193 | $27,500 | 5 | $27,500 | $17,201 | $27,981 |
| 2023 | $465,524 | $13,877 | $25,955 | $25,000 | 5 | $25,000 | $13,877 | $25,648 |
| 2022 | $477,602 | $13,074 | $25,906 | $25,000 | 5 | $25,000 | $11,495 | $26,415 |
| 2021 | $490,434 | $177,377 | $20,150 | $20,000 | 5 | $20,000 | $7,766 | $20,016 |
| 2020 | $333,207 | $41,541 | $12,757 | $12,500 | 5 | — | $5,541 | $15,181 |
| 2019 | $304,423 | $103,192 | $12,675 | $12,500 | 5 | — | $2,488 | $11,234 |
Under IRS private-foundation payout rules, William Allan Newton II Foundation Inc reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William Allan Newton II Foundation Inc is led by William A Newton, President, Treasurer & Director since 2024 (on filings since 2019); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
William A Newton
President, Treasurer & Director
President, Treasurer & D → President Treasurer Director, 2023
President Treasurer Director → President, Treasurer & Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Aaron C Towns
Director
On filings since 2019
1 hr/week
No compensation reported
Tayler P Newton
Secretary & Director
Secretary & Director → Secretary? Director, 2023
Secretary? Director → Secretary & Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Mark O Belue
Director
On filings since 2022
1 hr/week
No compensation reported
Martha M Moretz
Director
On filings since 2024
1 hr/week
No compensation reported
Former officers (1)
- Former: Stephen A. Jolly (2020–2021) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about William Allan Newton II Foundation Inc
How much does William Allan Newton II Foundation Inc give each year?
William Allan Newton II Foundation Inc gave $34K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 5 grants.
What is William Allan Newton II Foundation Inc's typical grant size?
William Allan Newton II Foundation Inc's median grant in 2025 was $6,750, and its average grant was $6,752, across 5 grants on its 2025 IRS Form 990-PF.
Where does William Allan Newton II Foundation Inc give grants?
William Allan Newton II Foundation Inc's top state is North Carolina, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (20%) and West Virginia (20%).
Does William Allan Newton II Foundation Inc give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on William Allan Newton II Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Mission" (5 grants).
Who are William Allan Newton II Foundation Inc's largest grantees?
William Allan Newton II Foundation Inc's largest 2025 grantees include Marine Toys for Tots ($6,760), The Masonic Home for Children at Oxford ($6,750) and Shriners Hospital for Children ($6,750), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is William Allan Newton II Foundation Inc?
William Allan Newton II Foundation Inc reported $681K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is William Allan Newton II Foundation Inc's EIN?
William Allan Newton II Foundation Inc's EIN (Employer Identification Number) is 30-0789306. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
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