Nonprofit · EIN 30-0789306
WILLIAM ALLAN NEWTON II FOUNDATION INC
Tax-exempt · CHARLOTTE, NC 28214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $122,487 | $33,760 | $88,727 | $680,526 | $0 | $680,526 |
| December 31, 2024 | 990-PF | $121,915 | $28,193 | $93,722 | $597,906 | $0 | $597,906 |
| December 31, 2023 | 990-PF | $13,877 | $25,955 | -$12,078 | $465,524 | $0 | $465,524 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $107,008
- Dividends
- $15,264
- Interest
- $93
- Net gain from sales of assets
- $122
Expenses
- Grants and similar amounts paid
- $33,760
- Disbursements for charitable purposes
- $33,760
- Excise tax on investment income
- $215
Balance sheet and other
- Total assets, start of year
- $597,906
- Total assets, end of year
- $680,526
- Total liabilities, end of year
- $0
- Net assets, end of year
- $680,526
- Fair market value of assets
- $801,260
- Qualifying distributions
- $33,760
- Net investment income
- $15,479
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Newton 7220 Everett Drive, Charlotte, NC 28214 | President /Treasurer/Director | 1 | $0 |
| Tayler P Newton 100 Farm Springs Road, Mount Holly, NC 28120 | Secretary/Director | 1 | $0 |
| Aaron C Towns 1819 Kilmonack Road, Charlotte, NC 28270 | Director | 1 | $0 |
| Mark O Belue 7515 Windsor Forrest Place, Harrisburg, NC 28075 | Director | 1 | $0 |
| Martha M Moretz 132 Fites Creek Road, Mount Holly, NC 28120 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Newton 7220 Everett Drive, Charlotte, NC 28214 | President /Treasurer/Director | 1 | $0 |
| Tayler P Newton 100 Farm Springs Road, Mount Holly, NC 28120 | Secretary/Director | 1 | $0 |
| Aaron C Towns 1819 Kilmonack Road, Charlotte, NC 28270 | Director | 1 | $0 |
| Mark O Belue 7515 Windsor Forrest Place, Harrisburg, NC 28075 | Director | 1 | $0 |
| Martha M Moretz 132 Fites Creek Road, Mount Holly, NC 28120 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Newton 7220 Everett Dr, Charlotte, NC 28214 | President Treasurer Director | 0 | $0 |
| Tayler P Newton 100 Farm Springs Road, Mount Holly, NC 28120 | Secretary? Director | 0 | $0 |
| Aaron C Towns 1819 Kilmonack Road, Charlotte, NC 28270 | Director | 0 | $0 |
| Mark O Belue 7715 Windsor Forest Place, Harrisburg, NC 28075 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7220 EVERETT DR, CHARLOTTE, NC 28214-2502
- In care of
- % WILLIAM ALLAN NEWTON
- Signed the 990-PF
- Willam A Newton, President
- Phone
- (704) 394-2099
- Website
- www.wanii-foundation.org
- Return prepared by
- Preston Sims & Darden PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0789306
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $680,526
- Income (IRS master file)
- $122,487
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $122,487 | $33,760 | $680,526 | IRS |
| 990-PF | December 2024 | $121,915 | $28,193 | $597,906 | XML |
| 990-PF | December 2023 | $13,877 | $25,955 | $465,524 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0789306).
Questions about WILLIAM ALLAN NEWTON II FOUNDATION INC
- What is the EIN of WILLIAM ALLAN NEWTON II FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM ALLAN NEWTON II FOUNDATION INC is 30-0789306.
- Is WILLIAM ALLAN NEWTON II FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to WILLIAM ALLAN NEWTON II FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM ALLAN NEWTON II FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM ALLAN NEWTON II FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM ALLAN NEWTON II FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM ALLAN NEWTON II FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WILLIAM ALLAN NEWTON II FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $122,487, expenses of $33,760 and total assets of $680,526 at year end.
Other nonprofits in CHARLOTTE
- FOUNDATION FOR THE CAROLINAS EIN 56-6047886 · last filed 990 for 2024
- BANK OF AMERICA CHARITABLE FOUNDATION INC EIN 20-0721133 · last filed 990-PF for 2024
- GIVECLEAR FOUNDATION EIN 81-3222963 · last filed 990 for 2024
- C D SPANGLER FOUNDATION INC EIN 56-6061548 · last filed 990-PF for 2025
- BISSELL BALLANTYNE LEGACY FDN EIN 92-2863751 · last filed 990-PF for 2023
- JOHN M BELK ENDOWMENT EIN 56-1954114 · last filed 990-PF for 2024
- THE EZRAH CHARITABLE TRUST EIN 81-2608588 · last filed 990-PF for 2024
- NORTH CAROLINA OLYMPIC LEGACY FOUN EIN 46-1113072 · last filed 990-PF for 2024
All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations